Collective Change Lab INC FY2021 filing

Tax-deductible

Norwich, VT501(c)(3)Civil Rights & AdvocacyEIN 85-2473039Revenue $750K in FY2021

On file with the IRScollectivechangelab.org600 Goodrich Four Corners Rd, 05055-9799 · Norwich, VTTax-exempt since Apr 2021Publicly supported charity — 170(b)(1)(A)(vi)

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Collective chage Lab, INC. (ccl) is a charitable, educational, and scientific organization that aims to impact the social sector globally, helping Collective Change efforts around the world reconceive their orientation to transformational Change. Ccl hopes to facilitate more cross-cultural understanding of common qualities to transformational Change and stronger connections between people who aspire to DO transformational work.

501(c)(3) charity; gifts are tax-deductible.
62¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2021 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $160K a year · 15% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
62%
of spending
Worth a look: 62% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
146 mo
of spending, in cash
Looks good: 145.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $370K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$29K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$750K
Spent
$59K
To programs
62%
Net assets
$691K
By yearFY2021–FY2025
Revenue
$750K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$750K
FY2022$876K
FY2023$652K
FY2024$1.8M
FY2025$1.2M
Expenses
$59K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$59K
FY2022$895K
FY2023$1.1M
FY2024$1.3M
FY2025$1.1M
Net assets
$691K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$691K
FY2022$668K
FY2023$264K
FY2024$722K
FY2025$794K

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 2021.

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

Where the money goes

62 cents of each dollar spent went to programs.

Program services 62% · $37K Management & general 36% · $21K Fundraising 2% · $1K

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

3 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Director President
$0Pt VII · Sec A
Director Secretary
$0Pt VII · Sec A
Director Treasurer
$0Pt VII · Sec A

John Kania’s $280K as President/Executive Direct is at the 93rd percentile of top reported officer pay among 797 $1–10M civil rights & advocacy 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 · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022
John Kania$280,500$280,500$274,250$135,000
Juanita Zerda$210,351$186,000$182,000$103,333
Lian Zeitz$134,125———

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.

See Collective Change Lab INC executive salaries →

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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 15aNo

Programs and updates

Empowering global social change efforts through cross-cultural understanding and stronger connections.

Questions for Collective Change Lab INC

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Provided by the organization

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1 program · $37K · in their own filed words · FY2020
01

Research

Completed and published 4 case studies of tranformational changepractice - we partnered with 3 different organizations in a coaching capacity to support their efforts to achieve collective transformational CHANGE.LEADERSHIP development - the collective change lab launched two new transformational leadership communities of practice.

$37Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
Humanity UnitedFY2024$50K
Total grants receivedfrom 4 funders$370K
See all 4 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$750K
Ln 12
Gifts and grantsLn 1h$750K
Money outPt IX
$59K
Ln 25
Programscol B$37K
Managementcol C$21K
Fundraisingcol D$1K
Owns and owesPt X
$691K
net assets · Ln 32
Cash and savingsLn 1–2$720K
Total assetsLn 16$720K
LiabilitiesLn 26$29K
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$750K
Total revenueLn 12$750K
Assets in detailPt X, end of year
CashLn 1$720K
Cash and savings togetherLn 1–2$720K
Total assetsLn 16$720K
LiabilitiesLn 26$29K
Net assetsLn 32$691K
OperationsPt I, VI
EmployeesI 50
VolunteersI 63
Fiscal year endsHeaderJune
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 FY21End FY21
Cash and savingsLn 1–2$720K
Total assetsLn 16$0$720K
LiabilitiesLn 26$0$29K
Net assetsLn 32$0$691K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other expenses (24a–d)Ln 24$59K$37K$21K$1K
Total functional expensesLn 25$59K$37K$21K$1K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $1.2M$1.1M$73K$794K 990 PDF
FY2024 $1.8M$1.3M$458K$722K 990 PDF
FY2023 $652K$1.1M−$404K$264K 990 PDF
FY2022 $876K$895K−$18K$668K 990 PDF
FY2021 Viewing $750K$59K$691K$691K 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 FY2021 990 (6 parts)
Part I · Summary $750,000 revenue, 12 lines filed
I-8 Contributions and grants$750,000
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenue$750,000
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expenses$59,364
I-18 Total expenses$59,364
I-19 Revenue less expenses$690,636
Part VI · Governance 3 of 3 board members independent, 1 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $750,000 across 3 lines filed
VIII-1f All other contributions, gifts and grants$750,000
VIII-1h Total contributions, gifts and grants$750,000
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$750,000
Part IX · Statement of functional expenses $59,364 across 1 line filed
IX-24 Other expenses (24a–d)Programs $36,615 · Management $21,457 · Fundraising $1,292$59,364
IX-25 Total functional expensesPrograms $36,615 · Management $21,457 · Fundraising $1,292$59,364
Part X · Balance sheet $720,129 assets, 6 lines filed
X-1 Cash, non-interest-bearing$720,129
X-16 Total assetsStart of year $0$720,129
X-17 Accounts payable and accrued expenses$29,493
X-26 Total liabilitiesStart of year $0$29,493
X-32 Total net assets or fund balancesStart of year $0$690,636
X-33 Total liabilities and net assetsStart of year $0$720,129
Part XI · Reconciliation of net assets $690,636 net assets at year end
XI-1 Total revenue$750,000
XI-2 Total expenses$59,364
XI-3 Revenue less expenses$690,636
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$690,636

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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