Civic Intelligence

Chapel Hill Carrboro Public School Foundation

990 • Fiscal year 2017 • EIN 56-1421977

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 11, 2017

PO Box 877Carrboro, NC 27510

(919) 968-8819

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

80th percentile

0.18x

Higher debt load relative to assets than 80% of similar nonprofits.

2017 filings • NTEE T30 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

89th percentile

0.43x

Higher debt load relative to revenue than 89% of similar nonprofits.

2017 filings • NTEE T30 • $1M-$5M nonprofits • Source year 2017

Net Margin

68th percentile

19%

Higher net margin than 68% of similar nonprofits.

2017 filings • NTEE T30 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

91st percentile

$67,210

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 9.1% of source-year revenue.

2017 filings • NTEE T • $1M-$5M nonprofits • Source year 2017

Asset Growth

75th percentile

15%

Faster asset growth than 75% of similar nonprofits.

2017 filings • NTEE T30 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

56th percentile

13%

Faster revenue growth than 56% of similar nonprofits.

2017 filings • NTEE T30 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$1,794,794

Up $228,539 (+15%) from 2016

Net Assets

Up

$1,475,559

Up $188,349 (+15%) from 2016

Liabilities

Up

$319,235

Up $40,190 (+14%) from 2016

Revenue

Up

$735,905

Up $84,211 (+13%) from 2016

Expenses

Up

$597,477

Up $18,627 (+3.2%) from 2016

Net Income

Up

$138,428

Up $65,584 (+90%) from 2016

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,026,208Liabilities 2011: $40,435Net Assets 2011: $985,7732011Assets 2012: $1,159,193Liabilities 2012: $41,906Net Assets 2012: $1,117,2872012Assets 2013: $1,356,847Liabilities 2013: $44,493Net Assets 2013: $1,312,3542013Assets 2014: $1,358,526Liabilities 2014: $221,693Net Assets 2014: $1,136,8332014Assets 2015: $1,440,131Liabilities 2015: $191,955Net Assets 2015: $1,248,1762015Assets 2016: $1,566,255Liabilities 2016: $279,045Net Assets 2016: $1,287,2102016Assets 2017: $1,794,794Liabilities 2017: $319,235Net Assets 2017: $1,475,5592017Assets 2018: $2,567,121Liabilities 2018: $713,701Net Assets 2018: $1,853,4202018Assets 2019: $2,731,772Liabilities 2019: $639,235Net Assets 2019: $2,092,5372019Assets 2020: $4,342,376Liabilities 2020: $1,776,018Net Assets 2020: $2,566,3582020Assets 2021: $4,078,348Liabilities 2021: $1,054,694Net Assets 2021: $3,023,6542021Assets 2022: $3,253,653Liabilities 2022: $389,640Net Assets 2022: $2,864,0132022Assets 2023: $4,460,022Liabilities 2023: $910,852Net Assets 2023: $3,549,1702023Assets 2024: $5,119,249Liabilities 2024: $904,833Net Assets 2024: $4,214,4162024Assets 2025: $5,500,202Liabilities 2025: $683,140Net Assets 2025: $4,817,0622025

Highlighted filing

2017

Assets$1,794,794
Liabilities$319,235
Net Assets$1,475,559

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0Revenue 2011: $798,435Expenses 2011: $757,274Net Income 2011: $41,1612011Revenue 2012: $870,655Expenses 2012: $751,985Net Income 2012: $118,6702012Revenue 2013: $1,048,292Expenses 2013: $853,225Net Income 2013: $195,0672013Revenue 2014: $1,146,338Expenses 2014: $1,108,501Net Income 2014: $37,8372014Revenue 2015: $916,201Expenses 2015: $714,188Net Income 2015: $202,0132015Revenue 2016: $651,694Expenses 2016: $578,850Net Income 2016: $72,8442016Revenue 2017: $735,905Expenses 2017: $597,477Net Income 2017: $138,4282017Revenue 2018: $696,385Expenses 2018: $517,757Net Income 2018: $178,6282018Revenue 2019: $785,073Expenses 2019: $592,563Net Income 2019: $192,5102019Revenue 2020: $965,019Expenses 2020: $642,567Net Income 2020: $322,4522020Revenue 2021: $1,092,738Expenses 2021: $955,984Net Income 2021: $136,7542021Revenue 2022: $690,793Expenses 2022: $505,735Net Income 2022: $185,0582022Revenue 2023: $1,378,755Expenses 2023: $705,419Net Income 2023: $673,3362023Revenue 2024: $1,072,441Expenses 2024: $769,195Net Income 2024: $303,2462024Revenue 2025: $1,739,418Expenses 2025: $1,286,420Net Income 2025: $452,9982025

Highlighted filing

2017

Revenue$735,905
Expenses$597,477
Net Income$138,428
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 11, 2017
Return Version
2016v3.0
Gross Receipts
$1,698,163
Mission and Program Overview

Mission

What we believe:- every child deserves the best possible education.- excellent educators ignite learning.- high quality public education is essential to academic success and a vibrant community.what we do:- create awareness of the value and importance of quality public education.- award grants for promising innovative education practices.- provide students with additional academic support and growth opportunities critical to academic success.- offer educators and staff financial assistance for professional development.- partner with the community and raise financial support from individuals, foundations, and businesses.- manage funds responsibly and with the highest ethical standards.

To create opportunities for students and teachers in the chapel hill-carrboro school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,128,917$1,247,237▲ $118,320
Cash and Non-Interest-Bearing Accounts$436,074$545,118▲ $109,044
Accounts Receivable$1,264$2,439▲ $1,175
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$1,566,255$1,794,794▲ $228,539
Liabilities
Other Liabilities$194,861$251,012▲ $56,151
Grants Payable$80,142$62,698▼ $17,444
Accounts Payable and Accrued Expenses$4,042$5,525▲ $1,483
Total Liabilities$279,045$319,235▲ $40,190
Net Assets / Fund Balance
Temporarily Rstr Net Assets$640,930$768,332▲ $127,402
Permanently Rstr Net Assets$365,384$365,434▲ $50
Unrestricted Net Assets$280,896$341,793▲ $60,897
Total Net Assets Fund Balance$1,287,210$1,475,559▲ $188,349
Total Liabilities and Net Assets / Fund Balance$1,566,255$1,794,794▲ $228,539

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$14,091$14,091
Other Land Buildings$0$3,200$3,200

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$389,157$16,514▲ $34,606-$419,891
2015$333,991$78,524▲ $3,991-$389,157
2014$303,117$55,699▼ $6,462-$333,991
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lynn LehmannExecutive DirectorPT$67,210$67,210

Board Members and Trustees

NameTitle
Ashley WilsonPast President
Laura BaxleyPresident
Lyn BillingsVice President
Allison WorthyBoard Member
Christine CottonBoard Member
Dan RockawayBoard Member
David HuntoonBoard Member
Dena ThomasonBoard Member
James BarrettBoard Member
Jeffrey HartBoard Member
Jim KitchenBoard Member
Ken WittBoard Member
Laurie NormanBoard Member
Linda GilchristBoard Member
Lyria BoastBoard Member
Matt MarvinBoard Member
May Martin BryanBoard Member
Nik GandhiBoard Member
Pat FloresBoard Member
Stephanie YostBoard Member
Suki NewtonBoard Member
Vicky KlineSecretary
Madeline BlobeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$584,909
Program Service Revenue
$0
Investment Income
$69,178
Other Revenue
$81,818
All Other Contributions
$574,323
Change in Net Assets
$138,428

Audited Revenue Reconciliation

Revenue per Audited Statements
$735,905
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$119,257
Total Revenue per Audited Statements
$855,162
Total Revenue per Form 990
$735,905
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$420,532
Salaries, Compensation, and Employee Benefits$126,974
Other Expenses$49,971
Total Fundraising Expense$17,117
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$332,357--$332,357
Grants to Domestic Individuals$88,175--$88,175
Current Officers, Directors, Trustees, and Key Employees$47,339$20,682$5,357$73,378
Other Salaries and Wages$34,577$15,106$3,913$53,596
Fees for Services Other$663$26,548$111$27,322
All Other Expenses$541$3,846$7,253$11,640
Office Expenses$6,786$1,271$423$8,480
Other Expenses$966$181$60$1,207
Total Functional Expenses$511,404$68,956$17,117$597,477

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$666,813
Expenses per Audited Statements$597,477
Total Expenses per Form 990$597,477
Expenses Not Reported on Form 990$69,336
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Chapel Hill Carrboro City Schools--Various School Grants$122,452
Chapel Hill Carrboro City Schools--Walk for Education$93,375
Chapel Hill Carrboro City Schools--Grants Payable to Chccs$62,698
Town of Chapel Hill--Summer Camp$14,508
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$129,005
Fundraising Direct Expenses$50,696
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Walk for Education$120,667$110,081$38,339$71,742
5k for Education$18,924$18,924$12,357$6,567
Total Events$139,591$129,005$50,696$78,309
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
AGENCY FUNDS: PASS-THRU FUNDS PAYABLE$251,012
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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 4

The organization updated their bylaws in may 2017. The bylaws are available upon request.

Form 990, Part VI, Section A, Line 8B

No committees have authority to act on behalf of the board. The full board must vote after hearing committee recommendations.

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

The executive director, treasurer, and finance committee review the 990 tax return prior to filing.

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

Board members complete and sign a conflict of interest questionnaire annually

Form 990, Part VI, Section B, Line 15A

The board determines compensation for the executive director and administrative staff based on recommendations from the personnel committee.

Form 990, Part VI, Section C, Line 19

The 990, governing documents, conflict of interest policy, and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Chapel Hill-carrboro Public School
EIN
56-1421977
Phone
9199688819
Address
PO BOX 877, CARRBORO, NC 27510

Signing Officer

Name
Lynn Lehmann
Title
Executive Director
Phone
9197878212
Signed
2017-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynn Lehmann
Formed
1983
Legal Domicile
Nc
Voting Board Members
23
Independent Board Members
23
Employees
5
Volunteers
41

Preparer

Firm
Blackman & Sloop Cpas Pa
Address
1414 RALEIGH RD SUITE 300, CHAPEL HILL, NC 27517
Preparer
Andrea Woodell Eason
Phone
9199428700
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

Since the 20th walk for ed was the final walk and carnival, we launched a new corporate partnership campaign asking businesses to support us through the year as a partner in education instead of a walk sponsor. This campaign raised about $50k. Instead of using these funds to pay for the carnival, funds will be used to help support operations.

Part XII Line 2C

The finance committee assumes responsibility for the oversight of the audit. This has not changed from the previous year.

Financial Statement Notes

PART V, LINE 4:

Endowments are created and supported by private contributions from individual donors or groups of donors, and serve to honor both the recepients of the chairs, and the people in whose names they have been established. An endowed chair that is presented over time and presumably into perpetuity requires a significant principal amount of support to generate an annual gift. The foundation makes awards annually to teachers and staff who have excelled in their fields. The teaching chair awards are funded through special endowments established to support the awards in perpetuity. The awards are funded annually and presented at each honoree's school and at the annual district wide recognition reception. Endowments are held under the auspices of chcpsf and subject to the policies and procedures of chcpsf. Grants may be distributed from interest earned and principal donations and may be used for purposes designated by the donor and agreed upon by chcpsf. Donations received by chcpsf for the endowed funds shall be transferred to the principal of the endowment as soon as practical. No spendable balance shall be withdrawn from a permantly restricted fund except to make awards and/or scholarship grants as provided herein or as otherwise required by law or chcpsf policies and procedures. The spendable balance including interest and/or principal will be determined annually by the treasurer and exectuive director of chcpsf.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expense 50,696.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Fundraising expense 50,696.

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IRS990/Desc0SPONSORED THE 20TH ANNUAL WALK FOR EDUCATION WITH 5,000 WALKERS, RAISING OVER $109,000 IN TOTAL SUPPORT FOR SCHOOLS IN CHAPEL HILL-CARRBORO CITY SCHOOL DISTRICT.MANAGED OVER $1,167,000 IN RESTRICTED AND PASS-THROUGH FUNDS FOR INDIVIDUAL SCHOOLS OR DISTRICT PROGRAMS, INCLUDING THE BLUE RIBBON MENTOR ADVOCATE.HELD THE 14TH ANNUAL "TEACHERS FIRST BREAKFAST AND ROSES" BENEFIT RAISING OVER $99,000 TO SUPPORT THE TEACHERS FIRST INITIATIVE. THE PROCEEDS PROVIDE GRANTS FOR NATIONAL BOARD CERTIFICATION FEES FOR TEACHERS AND STUDENT ENRICHMENT GRANTS, AS WELL AS SUPPORT FOR NOVICE TEACHERS, THE PSF-EAST CHAPEL HILL ROTARY TEACHER SUPPLY STORE, THE EDUCATOR EXTRA CREDIT CARD AND OTHER PROGRAMS DESIGNED TO ATTRACT AND RETAIN OUTSTANDING TEACHERS.
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IRS990/Form990PartVIISectionAGrp/PersonNm18VICKY KLINE
IRS990/Form990PartVIISectionAGrp/PersonNm19MADELINE BLOBE
IRS990/Form990PartVIISectionAGrp/PersonNm20LYN BILLINGS
IRS990/Form990PartVIISectionAGrp/PersonNm21LAURA BAXLEY
IRS990/Form990PartVIISectionAGrp/PersonNm22ASHLEY WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm23LYNN LEHMANN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2367210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt19TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt20VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt21PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt23EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt010586
IRS990/FundraisingDirectExpensesAmt050696
IRS990/FundraisingGrossIncomeAmt0129005
IRS990/GainOrLossGrp/SecuritiesAmt027292
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantAmt0420532
IRS990/GrantsPayableGrp/BOYAmt080142
IRS990/GrantsPayableGrp/EOYAmt062698
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt088175
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt088175
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0332357
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0332357
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0938854
IRS990/GrossReceiptsAmt01698163
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt041886
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt041886
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01128917
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01247237
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt017291
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt017291
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0911562
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO CREATE OPPORTUNITIES FOR STUDENTS AND TEACHERS IN EVERY SCHOOL IN THE CHAPEL HILL-CARRBORO SCHOOL DISTRICT THROUGH GRANTS, SCHOLARSHIPS AND AWARDS. WE ACCOMPLISH THIS MISSION BY FUNDING PROMISING, INNOVATIVE EDUCATIONAL PRACTICES, PARTNERING WITH THE COMMUNITY TO RAISE FUNDS THAT SUPPORT TEACHERS AND STUDENTS, FOSTERING OPPORTUNITIES FOR FEEDBACK WITH TEACHERS AND PARENTS, AND MANAGING FUNDS RESPONSIBLY WITH THE HIGHEST DEGREE OF ETHICAL STANDARDS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01287210
IRS990/NetAssetsOrFundBalancesEOYAmt01475559
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt027292
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt027292
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt078309
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt078309
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt049921
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0423
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01271
IRS990/OfficeExpensesGrp/ProgramServicesAmt06786
IRS990/OfficeExpensesGrp/TotalAmt08480
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc0BOARD EXPENSE
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01322
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1181
IRS990/OtherExpensesGrp/ProgramServicesAmt0966
IRS990/OtherExpensesGrp/TotalAmt01322
IRS990/OtherExpensesGrp/TotalAmt11207
IRS990/OtherLiabilitiesGrp/BOYAmt0194861
IRS990/OtherLiabilitiesGrp/EOYAmt0251012
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03509
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03509
IRS990/OtherRevenueTotalAmt03509
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt03913
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt015106
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt034577
IRS990/OtherSalariesAndWagesGrp/TotalAmt053596
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0365384
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0365434
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LYNN LEHMANN
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0545766
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0420547
IRS990/PYInvestmentIncomeAmt09673
IRS990/PYOtherExpensesAmt028147
IRS990/PYOtherRevenueAmt094230
IRS990/PYProgramServiceRevenueAmt02025
IRS990/PYRevenuesLessExpensesAmt072844
IRS990/PYSalariesCompEmpBnftPaidAmt0130156
IRS990/PYTotalExpensesAmt0578850
IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
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IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03509
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER PROGRAM INCOME $3,509
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, SECTION B, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0584909
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0545766
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0659577
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0848305
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0471429
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03109986
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt041886
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt040386
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03849
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0137529
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt063433
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0287083
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt03509
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt016184
IRS990ScheduleA/OtherIncome170Grp/TotalAmt019693
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.45490
IRS990ScheduleA/PublicSupportPY170Pct00.42690
IRS990ScheduleA/PublicSupportTotal170Amt01554420
IRS990ScheduleA/SubstantialContributorsTotAmt01555566

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.50$0.68$4.82$1.74$1.29$0.45
2024Detailed filing. Detailed filing data is available for this year.$5.12$0.90$4.21$1.07$0.77$0.30
2023Detailed filing. Detailed filing data is available for this year.$4.46$0.91$3.55$1.38$0.71$0.67
2022Detailed filing. Detailed filing data is available for this year.$3.25$0.39$2.86$0.69$0.51$0.19
2021Detailed filing. Detailed filing data is available for this year.$4.08$1.05$3.02$1.09$0.96$0.14
2020Detailed filing. Detailed filing data is available for this year.$4.34$1.78$2.57$0.97$0.64$0.32
2019Detailed filing. Detailed filing data is available for this year.$2.73$0.64$2.09$0.79$0.59$0.19
2018Detailed filing. Detailed filing data is available for this year.$2.57$0.71$1.85$0.70$0.52$0.18
2017Detailed filing. Detailed filing data is available for this year.$1.79$0.32$1.48$0.74$0.60$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.57$0.28$1.29$0.65$0.58$0.07
2015Summary only. Only limited summary data is available for this year.$1.44$0.19$1.25$0.92$0.71$0.20
2014Summary only. Only limited summary data is available for this year.$1.36$0.22$1.14$1.15$1.11$0.04
2013Summary only. Only limited summary data is available for this year.$1.36$0.04$1.31$1.05$0.85$0.20
2012Summary only. Only limited summary data is available for this year.$1.16$0.04$1.12$0.87$0.75$0.12
2011Summary only. Only limited summary data is available for this year.$1.03$0.04$0.99$0.80$0.76$0.04
Peer Organizations

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