Nonprofit · EIN 64-0963235
E3 ALLIANCE
Tax-exempt · AUSTIN, TX 78752
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $6,118,426 | $5,761,328 | $357,098 | $6,143,400 | $1,309,215 | $4,834,185 |
| August 31, 2024 | 990 | $5,350,985 | $4,788,531 | $562,454 | $5,422,773 | $1,177,466 | $4,245,307 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $4,426,365
- Membership dues
- $35,000
- Program service revenue
- $1,624,750
- Investment income
- $70,026
- Net income from fundraising events
- -$2,715
- Other revenue
- -$2,715
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $389,368
- Other salaries and wages
- $3,923,414
- Salaries, compensation and benefits (total)
- $4,312,782
- Professional fundraising fees
- $71,979
- Legal fees
- $7,600
- Occupancy
- $76,120
- Travel
- $119,710
- Program services (functional)
- $4,721,975
- Management and general (functional)
- $597,020
- Fundraising (functional)
- $442,333
Balance sheet and other
- Total assets, start of year
- $5,422,773
- Total assets, end of year
- $6,143,400
- Total liabilities, end of year
- $1,309,215
- Net assets, end of year
- $4,834,185
- Net assets without donor restrictions
- $806,523
- Net assets with donor restrictions
- $4,027,662
- Gross receipts
- $6,223,301
- Employees
- 41
- Volunteers
- 280
- Year formed
- 2006
- State of legal domicile
- TX
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN DAWSON | DIRECTOR & PRESIDENT EMERITUS Trustee or director | 40 | $222,928 | $37,305 |
| RICHARD TAGLE | PRESIDENT & EXECUTIVE DIRECTOR Trustee or director, Officer | 40 | $204,535 | $30,405 |
| KARL NICHOLS | SR DIRECTOR OF DEVELOPMENT Highest-paid employee | 40 | $131,663 | $19,497 |
| LORI DAVIS | SR DIRECTOR, SCHOOL TRANSFORMATION Highest-paid employee | 40 | $128,581 | $20,464 |
| CARA CLIFFORD | CFO Highest-paid employee | 40 | $127,853 | $17,744 |
| CHRISTIE HEPBURN | SR DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $116,431 | $25,504 |
| LAURA KOENIG | SR DIRECTOR, COMMUNITY ENGAGEMENT Highest-paid employee | 40 | $119,049 | $18,635 |
| CHARLES MARTINEZ JR | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BOBBY JENKINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATIAS SEGURA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK ESTRADA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| INGRID TAYLOR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HOLLY CUSTARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS CERVINI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PRANESH ASWATH | DIRECTOR Trustee or director | 1 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LONNIE LIMON | DIRECTOR Trustee or director | 1 | $0 |
| AMBER CARDEN | DIRECTOR Trustee or director | 1 | $0 |
| ALI KHATAW | DIRECTOR Trustee or director | 1 | $0 |
| ASHTON CUMBERBATCH | DIRECTOR Trustee or director | 1 | $0 |
| ERIC HALE | SECRETARY Trustee or director, Officer | 1 | $0 |
| JOHANNA MOYA FABREGAS | VICE CHAIR Trustee or director, Officer | 1 | $0 |
990 for the year ended August 31, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUSAN P DAWSON | PRESIDENT & EXECUTIVE DIRE Trustee or director, Officer | 40 | $248,856 | $40,176 |
| JENNIFER C SAENZ | SR DIRECTOR OF STRATEGIC INITIATIVES Key employee | 40 | $168,969 | $30,837 |
| CEDRICE L BENNETT SR | CHIEF OPERATIONS OFFICER Highest-paid employee | 40 | $127,158 | $24,456 |
| KARL M NICHOLS | VP OF INVESTOR DEVELOPMENT Highest-paid employee | 40 | $126,379 | $18,230 |
| LORI DAVIS | CHIEF TRANSFORMATION OFFIC Highest-paid employee | 40 | $122,134 | $19,499 |
| LAURA KOENIG | SR DIRECTOR COMMUNITY SOLU Highest-paid employee | 40 | $116,682 | $17,708 |
| ANDREA MAYO JACKS | SR DIRECTOR OF RESEARCH Highest-paid employee | 40 | $103,063 | $17,891 |
| ALI KHATAW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMBER CARDEN | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ASHTON CUMBERBATCH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BOBBY JENKINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLES MARTINEZ | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DAVID SMITH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LONNIE LIMON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAULINE DOW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARK ESTRADA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RICHARD TAGLE | PRESIDENT & EXECUTIVE DIRE Trustee or director, Officer | 40 | $0 | $0 |
| MATIAS SEGURA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRIS CERVINI | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5930 MIDDLE FISKVILLE RD 414, AUSTIN, TX 78752-4390
- In care of
- % SUSAN DAWSON
- Principal officer (990 for 2024)
- RICHARD TAGLE, 5930 MIDDLE FISKVILLE RD 414, AUSTIN, TX 787524390
- Signed the 990
- RICHARD TAGLE, PRESIDENT
- Phone
- (512) 223-7241
- Return prepared by
- MAXWELL LOCKE & RITTER LLP
Mission
TRANSFORMING EDUCATION SYSTEMS THROUGH DATA AND COLLABORATION SO ALL STUDENTS SUCCEED.
Program accomplishments
- PROVIDE OBJECTIVE DATA - THE ORGANIZATION SHOWCASES INFORMATION SO OTHERS CAN SEE THE OPPORTUNITY AND REWARD OF CHANGE IN EDUCATION SYSTEMS AND OUTCOMES.Expenses $944,396 · revenue $324,950
- PROVIDE RESEARCH-PROVEN, DATA-DRIVEN SERVICES TO IMPROVE STUDENT OUTCOMES ACROSS THE STATE OF TEXAS INCLUDING PROFESSIONAL LEARNING AND FOLLOW-UP COACHING FOR LEADERSHIP, FACULTY, AND STAFF AT THE DISTRICT AND CAMPUS LEVELS.Expenses $1,180,494 · revenue $406,188
- THE ORGANIZATION IS THE CATALYST FOR THE BLUEPRINT FOR EDUCATIONAL CHANGE, A STRATEGIC PLAN PROVIDING A CLEAR SET OF GOALS FOR EDUCATION IMPROVEMENT TO DRIVE THE ECONOMIC SUCCESS OF CENTRAL TEXAS.Expenses $1,888,790 · revenue $649,900
- THE ORGANIZATION CONVENES AND FACILITATES COLLABORATIONS TO FOCUS ON SPECIFIC IMPROVEMENTS THAT CAN BE MADE IN OUR EDUCATION SYSTEM.Expenses $708,295 · revenue $243,712
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 64-0963235
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2007
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B90)
- Assets (IRS master file)
- $6,143,400
- Income (IRS master file)
- $6,223,301
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | – | – | – | IRS |
| 990 | August 2024 | – | – | – | IRS |
| 990 | August 2023 | $3,048,316 | $4,534,939 | $4,919,689 | IRS |
| 990 | August 2022 | $4,019,509 | $4,385,841 | $6,404,557 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about E3 ALLIANCE
- What is the EIN of E3 ALLIANCE?
- The employer identification number (EIN) of E3 ALLIANCE is 64-0963235.
- Is E3 ALLIANCE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to E3 ALLIANCE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does E3 ALLIANCE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of E3 ALLIANCE due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did E3 ALLIANCE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of E3 ALLIANCE?
- The 990 for the year ended August 31, 2025 names RICHARD TAGLE.
- Who are the officers and directors of E3 ALLIANCE?
- The 990 for the year ended August 31, 2025 lists 21 people; 7 received compensation from the organization, the highest $222,928 (SUSAN DAWSON, DIRECTOR & PRESIDENT EMERITUS).
- How much revenue does E3 ALLIANCE have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $6,118,426, expenses of $5,761,328 and total assets of $6,143,400 at year end.
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