Cambiar Education FY2020 filing

Tax-deductible

San Diego, CA501(c)(3)Since 2016EducationEIN 81-3508420Revenue $7.1M in FY2020

On file with the IRScambiareducation.org4653 Carmel Mount Rd Suite 308-97, 92130-0000 · San Diego, CATax-exempt since Sep 2016Publicly supported charity — 170(b)(1)(A)(vi)

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Spark creative change by scaling bold ideas that undeniably prove how every student can receive a world-class education.

501(c)(3) charity; gifts are tax-deductible.
96¢ of each $1 spent went to programs.
$1.2M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $10.8M a year · 34% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
96%
of spending
Looks good: 96% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.2M
to officers and key staff · 24% of spending
Worth a look: pay to officers and key staff is 24% of spending; over 20%.
Pt VII · Sec A
Cash reserves
12 mo
of spending, in cash
Looks good: 12.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $81K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$955K
18% of total assets
Looks good: liabilities are 18% of assets; 50% or less.
Pt X · Ln 26
Independent board members
4
of 5 voting members
Looks good: 4 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$7.1M
Spent
$4.9M
To programs
96%
Net assets
$4.4M
By yearFY2020–FY2024
Revenue
$7.1M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$7.1M
FY2021$16.0M
FY2022$34.4M
FY2023$31.7M
FY2024$69.5M
Expenses
$4.9M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$4.9M
FY2021$10.6M
FY2022$19.2M
FY2023$27.1M
FY2024$42.7M
Net assets
$4.4M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$4.4M
FY2021$9.8M
FY2022$25.1M
FY2023$29.9M
FY2024$57.3M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Sep 2016.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

96 cents of each dollar spent went to programs.

Program services 96% · $4.7M Management & general 4% · $189K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990; $1.2M paid to officers and key staff.

Part VII, Section A · reportable compensation
President & CEO
$327,050Pt VII · Sec A
Entrepreneur
$205,667Pt VII · Sec A
Superintendent in Residence
$195,000Pt VII · Sec A
Special Education Leader Dev.
$172,413Pt VII · Sec A
Entrepreneur
$150,000Pt VII · Sec A
Chief of Staff
$139,200Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A

Christina Heitz’s $451K as Founder, CEO, President is at the 85th percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Christina Heitz$451,259$453,711$409,896$309,994$327,050
Kimberly Smith$396,243$365,516———
Ian Natzmer$266,347————
Christopher Maher$249,943$217,582$207,980$179,110$195,000
Babak Mostaghimi$243,263————
Kim Smith——$233,852——
Thaly Germain———$221,443$205,667
Melinda Sjoblom$221,431————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Scaling bold ideas to prove every student can receive a world-class education.

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Provided by the organization

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1 program · $4.7M · in their own filed words · FY2020
01

Cambiar Education is dedicated to developing new ways that education entrepreneurs can expand education opportunities for students. We identify and selectively collaborate with innovative leaders who have the potential to produce breakthrough improvements for students. Continued on Sch O.

$4.7Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$81K
Grants paid · 97 grants · $14.7M · 2021–2024
ContigoedTX · FY2024$388,923
Learner-Centered CollaborativeCA · FY2024$297,650
Big Picture Company INCRI · FY2024$250,000
El Education INCNY · FY2024$181,334
City Year INCMA · FY2024$180,000
High Resolves AmericaLA · FY2024$142,600
Schoolhack Solutions (dba Liftlearning)FY2024$130,000
America SucceedsCO · FY2024$125,000
TalkingpointsCA · FY2024$125,000
Global ImpactDC · FY2024$125,000
Teach for America INCNY · FY2024$125,000
Tides CenterCA · FY2024$106,950
Study Group Solutions INCNY · FY2024$100,000
Flight School INCCA · FY2024$100,000
Innovateedu INCNY · FY2024$100,000
Building 21PA · FY2024$98,150
Edward Charles FoundationCA · FY2024$65,375
See all 97 grants →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$7.1M
Ln 12
Gifts and grantsLn 1h$5.7M
Fees for servicesLn 2g$1.3M
Other incomeLn 4–11$5K
Money outPt IX
$4.9M
Ln 25
Programscol B$4.7M
Managementcol C$189K
Owns and owesPt X
$4.4M
net assets · Ln 32
Cash and savingsLn 1–2$5.1M
Total assetsLn 16$5.4M
LiabilitiesLn 26$955K
PeoplePt VI, VII
10
listed · VII A
PaidVII A6
Voting boardVI 1a5
IndependentVI 1b4
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.7M
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$1K
Other incomeLn 4–11$5K
Gains on assetsLn 7$0
Total revenueLn 12$7.1M
Assets in detailPt X, end of year
CashLn 1$539K
SavingsLn 2$4.5M
Cash and savings togetherLn 1–2$5.1M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$125K
Total assetsLn 16$5.4M
LiabilitiesLn 26$955K
Net assetsLn 32$4.4M
OperationsPt I, VI
EmployeesI 535
VolunteersI 63
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$2.0M$5.1M
InvestmentsLn 11–13$0$0
Land, buildings, equipmentLn 10c$0$0
Total assetsLn 16$2.4M$5.4M
LiabilitiesLn 26$141K$955K
Net assetsLn 32$2.2M$4.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$380K$331K$49K$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$1.8M$1.7M$55K$0
Pension plan contributionsLn 8$130K$124K$6K$0
Other employee benefitsLn 9$114K$113K$1K$0
Payroll taxesLn 10$137K$131K$6K$0
Management feesLn 11a$221K$221K$0
Legal feesLn 11b$18K$5K$13K$0
Accounting feesLn 11c$20K$5K$15K$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$1.9M$1.9M$5K$0
Advertising and promotionLn 12$1K$743$264
Office expensesLn 13$14K$13K$403$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$4K$4K$555$0
TravelLn 17$52K$50K$2K$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$108K$73K$35K
Total functional expensesLn 25$4.9M$4.7M$189K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $69.5M$42.7M$26.8M$57.3M 990 PDF
FY2023 $31.7M$27.1M$4.6M$29.9M 990 PDF
FY2022 $34.4M$19.2M$15.2M$25.1M 990 PDF
FY2021 $16.0M$10.6M$5.4M$9.8M 990 PDF
FY2020 Viewing $7.1M$4.9M$2.2M$4.4M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $7,070,506 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,293,747$5,729,649
I-9 Program service revenuePrior year $1,009,659$1,334,140
I-10 Investment incomePrior year $7,928$1,251
I-11 Other revenuePrior year $33,141$5,466
I-12 Total revenuePrior year $3,344,475$7,070,506
I-13 Grants and similar amounts paidPrior year $150,000$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,864,612$2,538,102
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,386,626$2,343,741
I-18 Total expensesPrior year $3,401,238$4,881,843
I-19 Revenue less expensesPrior year −$56,763$2,188,663
Part VI · Governance 4 of 5 board members independent, no flags
VI-1a Voting members of the governing body5
VI-1b Independent voting members4
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $7,070,506 across 10 lines filed
VIII-1f All other contributions, gifts and grants$5,729,649
VIII-1h Total contributions, gifts and grants$5,729,649
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,334,140$1,334,140
VIII-3 Investment incomeExcluded from tax $1,251$1,251
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising eventsExcluded from tax $2,150$2,150
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $3,316$3,316
VIII-12 Total revenueRelated to mission $1,334,140 · Excluded from tax $6,717$7,070,506
Part IX · Statement of functional expenses $4,881,843 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $330,683 · Management $49,412 · Fundraising $0$380,095
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $1,722,229 · Management $55,204 · Fundraising $0$1,777,433
IX-8 Pension plan contributionsPrograms $123,638 · Management $6,213 · Fundraising $0$129,851
IX-9 Other employee benefitsPrograms $112,938 · Management $1,100 · Fundraising $0$114,038
IX-10 Payroll taxesPrograms $130,758 · Management $5,927 · Fundraising $0$136,685
IX-11a Management feesPrograms $221,224 · Fundraising $0$221,224
IX-11b Legal feesPrograms $4,714 · Management $13,303 · Fundraising $0$18,017
IX-11c Accounting feesPrograms $5,252 · Management $14,818 · Fundraising $0$20,070
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $1,900,503 · Management $4,608 · Fundraising $0$1,905,111
IX-12 Advertising and promotionPrograms $743 · Management $264$1,007
IX-13 Office expensesPrograms $13,357 · Management $403 · Fundraising $0$13,760
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $3,718 · Management $555 · Fundraising $0$4,273
IX-17 TravelPrograms $50,360 · Management $1,592 · Fundraising $0$51,952
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-24 Other expenses (24a–d)Programs $72,952 · Management $35,375$108,327
IX-25 Total functional expensesPrograms $4,693,069 · Management $188,774 · Fundraising $0$4,881,843
Part X · Balance sheet $5,357,575 assets, 24 lines filed
Asset lines not itemized here account for $50,000; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $235,186$539,224
X-2 Savings and temporary cash investmentsStart of year $1,793,972$4,535,316
X-3 Pledges and grants receivableStart of year $0$0
X-4 Accounts receivableStart of year $325,996$108,032
X-8 Inventories for sale or useStart of year $0$0
X-9 Prepaid expenses and deferred chargesStart of year $0$0
X-10c Land, buildings and equipment, netStart of year $0$0
X-11 Publicly traded securitiesStart of year $0$0
X-12 Other securitiesStart of year $0$0
X-13 Program-related investmentsStart of year $0$0
X-14 Intangible assetsStart of year $0$0
X-15 Other assetsStart of year $0$125,003
X-16 Total assetsStart of year $2,355,154$5,357,575
X-17 Accounts payable and accrued expensesStart of year $141,348$679,696
X-18 Grants payableStart of year $0$0
X-19 Deferred revenueStart of year $0$0
X-20 Tax-exempt bond liabilitiesStart of year $0$0
X-24 Unsecured notes and loans payableStart of year $0$275,410
X-25 Other liabilitiesStart of year $0$0
X-26 Total liabilitiesStart of year $141,348$955,106
X-27 Net assets without donor restrictionsStart of year $1,760,270$1,898,536
X-28 Net assets with donor restrictionsStart of year $453,536$2,503,933
X-32 Total net assets or fund balancesStart of year $2,213,806$4,402,469
X-33 Total liabilities and net assetsStart of year $2,355,154$5,357,575
Part XI · Reconciliation of net assets $4,402,469 net assets at year end
XI-1 Total revenue$7,070,506
XI-2 Total expenses$4,881,843
XI-3 Revenue less expenses$2,188,663
XI-4 Net assets at start of year$2,213,806
XI-10 Net assets at end of year$4,402,469

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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