Civic Intelligence

Cms Foundation

990 • Fiscal year 2024 • EIN 20-0258541

Jul 01, 2023 to Jun 30, 2024 • Filed on May 14, 2025

Organization ProfileWWW.CMS-FOUNDATION.ORG
4421 Stuart Andrew BoulevardCharlotte, NC 28217

(704) 973-4500

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$3,353,867

Up $1,029,372 (+44%) from 2023

Net Assets

Up

$3,343,867

Up $1,024,372 (+44%) from 2023

Liabilities

Up

$10,000

Up $5,000 (+100%) from 2023

Revenue And Expenses

Revenue

Up

$2,587,340

Up $1,294,834 (+100%) from 2023

Expenses

Up

$1,706,391

Up $53,153 (+3.2%) from 2023

Net Income

Up

$880,949

Up $1,241,681 (+344%) from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $221,487Liabilities 2012: $0Net Assets 2012: $221,4872012Assets 2013: $299,683Liabilities 2013: $0Net Assets 2013: $299,6832013Assets 2014: $625,780Liabilities 2014: $0Net Assets 2014: $625,7802014Assets 2015: $467,187Liabilities 2015: $0Net Assets 2015: $467,1872015Assets 2016: $496,521Liabilities 2016: $0Net Assets 2016: $496,5212016Assets 2017: $362,871Liabilities 2017: $0Net Assets 2017: $362,8712017Assets 2018: $454,404Liabilities 2018: $0Net Assets 2018: $454,4042018Assets 2019: $985,381Liabilities 2019: $0Net Assets 2019: $985,3812019Assets 2020: $2,035,073Liabilities 2020: $0Net Assets 2020: $2,035,0732020Assets 2021: $2,648,221Liabilities 2021: $0Net Assets 2021: $2,648,2212021Assets 2022: $2,429,009Liabilities 2022: $0Net Assets 2022: $2,429,0092022Assets 2023: $2,324,495Liabilities 2023: $5,000Net Assets 2023: $2,319,4952023Assets 2024: $3,353,867Liabilities 2024: $10,000Net Assets 2024: $3,343,8672024

Highlighted filing

2024

Assets$3,353,867
Liabilities$10,000
Net Assets$3,343,867
Open 2024 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0MRevenue 2012: $255,222Expenses 2012: $258,295Net Income 2012: -$3,0732012Revenue 2013: $235,293Expenses 2013: $157,097Net Income 2013: $78,1962013Revenue 2014: $505,395Expenses 2014: $179,298Net Income 2014: $326,0972014Revenue 2015: $47,941Expenses 2015: $206,532Net Income 2015: -$158,5912015Revenue 2016: $253,007Expenses 2016: $223,675Net Income 2016: $29,3322016Revenue 2017: $557,820Expenses 2017: $808,892Net Income 2017: -$251,0722017Revenue 2018: $475,450Expenses 2018: $627,215Net Income 2018: -$151,7652018Revenue 2019: $1,446,568Expenses 2019: $812,849Net Income 2019: $633,7192019Revenue 2020: $2,685,676Expenses 2020: $1,430,220Net Income 2020: $1,255,4562020Revenue 2021: $3,841,369Expenses 2021: $3,256,557Net Income 2021: $584,8122021Revenue 2022: $1,442,639Expenses 2022: $1,573,615Net Income 2022: -$130,9762022Revenue 2023: $1,292,506Expenses 2023: $1,653,238Net Income 2023: -$360,7322023Revenue 2024: $2,587,340Expenses 2024: $1,706,391Net Income 2024: $880,9492024

Highlighted filing

2024

Revenue$2,587,340
Expenses$1,706,391
Net Income$880,949
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$2,660,506
Mission and Program Overview

Mission

The mission of the cms foundation is to leverage supplemental resources to maximize academic achievement by every student in every school in the charlotte mecklenburg school system.

The cms foundation invests in innovation to help charlotte-mecklenburg schools (cms) address big challenges and expand opportunities for our students and educators.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,143,929$3,018,787▲ $874,858
Cash and Non-Interest-Bearing Accounts$180,566$314,330▲ $133,764
Pledges and Grants Receivable$0$20,750▲ $20,750
Total Assets$2,324,495$3,353,867▲ $1,029,372
Liabilities
Grants Payable$5,000$10,000▲ $5,000
Total Liabilities$5,000$10,000▲ $5,000
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,039,116$2,941,345▲ $902,229
Net Assets Without Donor Restrictions$280,379$402,522▲ $122,143
Total Net Assets Fund Balance$2,319,495$3,343,867▲ $1,024,372
Total Liabilities and Net Assets / Fund Balance$2,324,495$3,353,867▲ $1,029,372

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,542,328--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$199,405$6,915▲ $21,908-$212,502
2022$204,852$6,791▲ $16,504-$199,405
2021$237,167$4,145▼ $30,845-$204,852
2020$193,265$2,761▲ $44,732-$237,167
2019$201,878$6,826▲ $4,878-$193,265
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carrie CookDirector
Charlitta HatchDirector
David WebbDirector
Deidra Parrish WilliamsDirector
Douglas W BensonDirector
Gerard M CamachoDirector
Greg AlcornDirector
Greg SkidmoreDirector
Lindsay H JonesDirector
Sandra HolubDirector
Sheila JordanDirector
Thomas M ScrivenerDirector
Kobi Kennedy BrinsonDirector (thru 8/2023)
Sonja Gantt GibsonExecutive Director
Dr Crystal HillSuperintendent
Revenue and Support

Revenue Composition

Contributions and Grants
$2,379,399
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$207,941
All Other Contributions
$2,364,572
Change in Net Assets
$880,949
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,218,740
Other Expenses$316,449
Salaries, Compensation, and Employee Benefits$171,202
Total Fundraising Expense$34,187
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,218,740--$1,218,740
Fees for Services Other$86,993$90,252$13,362$190,607
Current Officers, Directors, Trustees, and Key Employees$78,137$81,064$12,001$171,202
Fees for Service Investment Mgmnt Fees$9,862$10,232$1,515$21,609
Information Technology$2,960$3,071$455$6,486
Advertising$1,433$1,487$220$3,140
Office Expenses$428$419$66$913
Travel$414$429$64$907
Conferences and Meetings$119$123$18$260
Other Expenses$114$118$18$250
Total Functional Expenses$1,441,316$230,888$34,187$1,706,391
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Charlotte Mecklenburg SchoolsCharlotte, NC170(c)(1)Education$1,218,740
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$102,500
Fundraising Direct Expenses$73,166
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Schoolanthropy$117,327$102,500$16,301$86,199
Total Events$117,327$102,500$73,166$29,334
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The right to appoint a majority of the directors vests exclusively in charlotte mecklenburg schools and the right to appoint the remaining directors vests exclusively in foundation for the carolinas.”

Form 990, Part VI, Section B, Line 11B

“A copy of the final form 990 was distributed to each voting member of the board prior to filing. The return is available for discussion at the next board meeting after the filing date.”

Form 990, Part VI, Section B, Line 12C

“Board members annually complete a conflict of interest form, in compliance with the cms foundation's ethics policy. The cms foundation staff collects and maintains the forms annually and monitors the process.”

Form 990, Part VI, Section C, Line 19

“The cms foundation's governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Cms Foundation
EIN
20-0258541
Phone
7049734500
Address
4421 STUART ANDREW BOULEVARD, CHARLOTTE, NC 28217

Signing Officer

Name
Sonja Gantt Gibson
Title
Executive Director
Phone
7049734500
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sonja Gantt Gibson
Formed
2003
Legal Domicile
Nc
Voting Board Members
13
Independent Board Members
11
Employees
0
Volunteers
13

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
1111 METROPOLITAN AVE STE 900, CHARLOTTE, NC 28204
Preparer
Melanie Mcpeak
Phone
7043771678
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contract services: program service expenses 86,993. Management and general expenses 90,252. Fundraising expenses 13,362. Total expenses 190,607.”

Financial Statement Notes

PART V, LINE 4:

“The foundation's endowment funds were created to establish a permanent legacy fund to support music education. The percentage reported for permanent endowments includes amounts that must be maintained in perpetuity as well as accumulated earnings on such amounts that have not yet been appropriated for expenditure.”

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IRS990/MissionDesc0THE CMS FOUNDATION INVESTS IN INNOVATION TO HELP CHARLOTTE-MECKLENBURG SCHOOLS (CMS) ADDRESS BIG CHALLENGES AND EXPAND OPPORTUNITIES FOR OUR STUDENTS AND EDUCATORS. AS THE NONPROFIT FUNDRAISING PARTNER FOR CHARLOTTE MECKLENBURG SCHOOLS, WE HARNESS THE POWER OF PHILANTHROPY TO SEED INNOVATIVE IDEAS AND ACCELERATE SYSTEM-WIDE TRANSFORMATION.
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IRS990/OtherExpensesGrp/FundraisingAmt1530
IRS990/OtherExpensesGrp/FundraisingAmt227
IRS990/OtherExpensesGrp/FundraisingAmt318
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13582
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2184
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3118
IRS990/OtherExpensesGrp/ProgramServicesAmt038485
IRS990/OtherExpensesGrp/ProgramServicesAmt13453
IRS990/OtherExpensesGrp/ProgramServicesAmt2178
IRS990/OtherExpensesGrp/ProgramServicesAmt3114
IRS990/OtherExpensesGrp/TotalAmt084323
IRS990/OtherExpensesGrp/TotalAmt17565
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FOUNDATION FOR THE CAROLINAS
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CHARLOTTE MECKLENBURG SCHOOLS
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,353,867
Liabilities
$10,000
Net assets
$3,343,867
Revenue
$2,587,340
Expenses
$1,706,391
Net income
$880,949
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.35$0.01$3.34$2.59$1.71$0.88
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$0.01$2.32$1.29$1.65$0.36
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.00$2.43$1.44$1.57$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.65$0.00$2.65$3.84$3.26$0.58
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.04$0.00$2.04$2.69$1.43$1.26
2019Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$1.45$0.81$0.63
2018Summary only. Only limited summary data is available for this year.$0.45$0.00$0.45$0.48$0.63$0.15
2017Summary only. Only limited summary data is available for this year.$0.36$0.00$0.36$0.56$0.81$0.25
2016Summary only. Only limited summary data is available for this year.$0.50$0.00$0.50$0.25$0.22$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.05$0.21$0.16
2014Summary only. Only limited summary data is available for this year.$0.63$0.00$0.63$0.51$0.18$0.33
2013Summary only. Only limited summary data is available for this year.$0.30$0.00$0.30$0.24$0.16$0.08
2012Summary only. Only limited summary data is available for this year.$0.22$0.00$0.22$0.26$0.26$0.00