Civic Intelligence

Chapel Hill Public Library Foundation

990 • Fiscal year 2015 • EIN 56-1984338

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 10, 2015

Organization ProfileWWW.CHPLFOUNDATION.ORG
100 Library DriveChapel Hill, NC 27514

(919) 929-1666

Siviq Scores

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

Liabilities / Assets

93rd percentile

0.13x

Higher debt load relative to assets than 93% of similar nonprofits.

2015 filings • NTEE T • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

95th percentile

0.68x

Higher debt load relative to revenue than 95% of similar nonprofits.

2015 filings • NTEE T • $1M-$5M nonprofits • Source year 2015

Net Margin

47th percentile

1.0%

Higher net margin than 47% of similar nonprofits.

2015 filings • NTEE T • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

86th percentile

$20,400

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2015 filings • NTEE T • $1M-$5M nonprofits • Source year 2015

Asset Growth

28th percentile

-4.5%

Faster asset growth than 28% of similar nonprofits.

2015 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

86th percentile

111%

Faster revenue growth than 86% of similar nonprofits.

2015 filings • NTEE T • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$1,495,692

Down $69,712 (-4.5%) from 2014

Net Assets

Down

$1,295,692

Down $247,083 (-16%) from 2014

Liabilities

Up

$200,000

Up $177,371 (+784%) from 2014

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin47th percentile

Revenue

Up

$292,089

Up $153,731 (+111%) from 2014

Expenses

Up

$289,059

Up $115,268 (+66%) from 2014

Net Income

Up

$3,030

Up $38,463 (+109%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,063,087Liabilities 2011: $3,538Net Assets 2011: $2,059,5492011Assets 2012: $1,982,935Liabilities 2012: $3,730Net Assets 2012: $1,979,2052012Assets 2013: $1,489,948Liabilities 2013: $5,343Net Assets 2013: $1,484,6052013Assets 2014: $1,565,404Liabilities 2014: $22,629Net Assets 2014: $1,542,7752014Assets 2015: $1,495,692Liabilities 2015: $200,000Net Assets 2015: $1,295,6922015Assets 2016: $1,316,617Liabilities 2016: $101,700Net Assets 2016: $1,214,9172016Assets 2017: $1,098,298Liabilities 2017: $3,132Net Assets 2017: $1,095,1662017Assets 2018: $1,083,476Liabilities 2018: $0Net Assets 2018: $1,083,4762018Assets 2019: $1,068,665Liabilities 2019: $0Net Assets 2019: $1,068,6652019Assets 2020: $1,056,495Liabilities 2020: $0Net Assets 2020: $1,056,4952020Assets 2021: $1,463,151Liabilities 2021: $0Net Assets 2021: $1,463,1512021Assets 2022: $1,124,390Liabilities 2022: $0Net Assets 2022: $1,124,3902022Assets 2023: $1,205,323Liabilities 2023: $0Net Assets 2023: $1,205,3232023Assets 2024: $1,310,022Liabilities 2024: $526Net Assets 2024: $1,309,4962024Assets 2025: $1,395,835Liabilities 2025: $0Net Assets 2025: $1,395,8352025

Highlighted filing

2015

Assets$1,495,692
Liabilities$200,000
Net Assets$1,295,692
Open 2015 Filing

Operations Trend

Revenue Growth86th percentile

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

$1.0M$500K$0-$500K-$1.0MRevenue 2011: $131,408Expenses 2011: $122,135Net Income 2011: $9,2732011Expenses 2012: $168,6312012Revenue 2013: $172,946Expenses 2013: $711,689Net Income 2013: -$538,7432013Revenue 2014: $138,358Expenses 2014: $173,791Net Income 2014: -$35,4332014Revenue 2015: $292,089Expenses 2015: $289,059Net Income 2015: $3,0302015Revenue 2016: $54,654Expenses 2016: $119,585Net Income 2016: -$64,9312016Revenue 2017: $61,961Expenses 2017: $267,140Net Income 2017: -$205,1792017Revenue 2018: $50,089Expenses 2018: $101,595Net Income 2018: -$51,5062018Revenue 2019: $206,368Expenses 2019: $109,391Net Income 2019: $96,9772019Revenue 2020: $62,113Expenses 2020: $69,538Net Income 2020: -$7,4252020Revenue 2021: $197,234Expenses 2021: $114,628Net Income 2021: $82,6062021Revenue 2022: $86,325Expenses 2022: $204,633Net Income 2022: -$118,3082022Revenue 2023: $60,402Expenses 2023: $62,108Net Income 2023: -$1,7062023Revenue 2024: $43,030Expenses 2024: $60,876Net Income 2024: -$17,8462024Revenue 2025: $74,295Expenses 2025: $72,501Net Income 2025: $1,7942025

Highlighted filing

2015

Revenue$292,089
Expenses$289,059
Net Income$3,030
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$1,518,455
Mission and Program Overview

Mission

The chapel hill public library foundation was established in 1997 to provide financial support to enhance the capabilities, resources, and services of the chapel hill public library. The foundation does this by fundraising and advocacy that benefits the chapel hill community and promotes greater awareness of the library's valuable resources.

To provide financial support to enhance the capabilities, resources, and services of the chapel hill public library.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,397,267$1,412,166▲ $14,899
Savings and Temporary Cash Investments$153,124$74,752▼ $78,372
Pledges and Grants Receivable$14,190$8,133▼ $6,057
Land, Buildings, and Equipment, Net$783$583▼ $200
Accounts Receivable$40$58▲ $18
Total Assets$1,565,404$1,495,692▼ $69,712
Liabilities
Grants Payable-$200,000-
Accounts Payable and Accrued Expenses$22,629$0▼ $22,629
Total Liabilities$22,629$200,000▲ $177,371
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,559,653$1,312,360▼ $247,293
Unrestricted Net Assets$-16,878$-16,668▲ $210
Total Net Assets Fund Balance$1,542,775$1,295,692▼ $247,083
Total Liabilities and Net Assets / Fund Balance$1,565,404$1,495,692▼ $69,712

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$583$1,453$2,036
Compensation and Service Providers
Top Officer Pay86th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Melissa CainExec. Director Through 6/30/2014PT$20,400$20,400

Board Members and Trustees

NameTitle
Rob MaitlandPresident
Donna WarnerVice President
Andy GunningDirector
Bob WardDirector
Chris RingwaltDirector
Duke HenthorneDirector
Frank PentaDirector
Greg BellDirector
Mark D BrownDirector
Martha DiefendorfDirector
Martha BrunsteinDirector, Library Friends Liaison
George CiancioloDirector, Town Council Liaison
Natalie AmmarellDirector, Trustees Liaison
Hollie Rose-galliExecutive Director From 4/1/15
Dexter LouieSecretary
Stephen RichTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,166
Program Service Revenue
$0
Investment Income
$277,758
Other Revenue
$165
All Other Contributions
$14,166
Change in Net Assets
$3,030

Audited Revenue Reconciliation

Revenue per Audited Statements
$292,089
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-250,113
Total Revenue per Audited Statements
$41,976
Total Revenue per Form 990
$292,089
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$250,046
Other Expenses$28,813
Salaries, Compensation, and Employee Benefits$10,200
Total Fundraising Expense$6,412
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$250,046--$250,046
Fees for Services Other-$11,628-$11,628
Current Officers, Directors, Trustees, and Key Employees-$5,100$5,100$10,200
Fees for Service Investment Mgmnt Fees-$6,379-$6,379
Office Expenses-$1,164$978$2,142
Insurance-$1,443-$1,443
Other Expenses$3,890$942-$942
Occupancy-$335$334$669
Depreciation Depletion-$200-$200
Total Functional Expenses$253,936$28,711$6,412$289,059

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$289,059
Total Expenses per Audited Statements$289,059
Total Expenses per Form 990$289,059
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Town of Chapel Hill Public LibraryChapel Hill, NC-To Help Fund the Purchase of an Automated Materials Handling System at the Library.$200,000
The Town of Chapel Hill Public LibraryChapel Hill, NE-To Purchase Reading Materials.$50,046
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The organization's 990 was reviewed by the president, executive director, and treasurer prior to its filing.”

Form 990, Part VI, Section B, Line 15

“Compensation is discussed with the governance committee at board meetings.”

Form 990, Part VI, Section C, Line 19

“The organization's 990 and governing documents are available on request.”

Filing and Contact Details

Filer

Filer Name
The Chapel Hill Public Library Foundation
EIN
56-1984338
Phone
9199291666
Address
100 LIBRARY DRIVE, CHAPEL HILL, NC 27514

Signing Officer

Name
Stephen Rich
Title
Treasurer
Phone
9199291666
Signed
2015-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stephen Rich
Formed
1997
Legal Domicile
Nc
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
20

Preparer

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

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Oversight of the audit: the audit committee is responsible for oversight of the audit of the financial statements.”

Financial Statement Notes

PART X, LINE 2:

“The foundation is exempt from income tax as a not-for-profit organization under section 501(c)(3) of the internal revenue code and is classified as other than a private foundation. If applicable, penalties and interest assessed by income taxing authorities are included in general and administrative expenses. Management evaluated the foundation's tax positions and concluded that there are no uncertain tax positions, and believes there is no income tax effect on the financial statements.”

Raw XML AppendixShowing 400 of 480 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt022629
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt040
IRS990/AccountsReceivableGrp/EOYAmt058
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE FINANCIAL SUPPORT TO ENHANCE THE CAPABILITIES, RESOURCES, AND SERVICES OF THE CHAPEL HILL PUBLIC LIBRARY.
IRS990/AllOtherContributionsAmt014166
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MORRIS DAVIS
IRS990/BooksInCareOfDetail/PhoneNum09196731299
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 LIBRARY DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHAPEL HILL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027514
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt05100
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt05100
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt010200
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt014166
IRS990/CYGrantsAndSimilarPaidAmt0250046
IRS990/CYInvestmentIncomeAmt0277758
IRS990/CYOtherExpensesAmt028813
IRS990/CYOtherRevenueAmt0165
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt03030
IRS990/CYSalariesCompEmpBnftPaidAmt010200
IRS990/CYTotalExpensesAmt0289059
IRS990/CYTotalFundraisingExpenseAmt06412
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0292089
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0200
IRS990/DepreciationDepletionGrp/TotalAmt0200
IRS990/Desc0THE CHAPEL HILL PUBLIC LIBRARY FOUNDATION SUPPORTS THE CHAPEL HILL PUBLIC LIBRARY BY FUNDRAISING AND ADVOCACY THAT BENEFITS THE CHAPEL HILL COMMUNITY AND PROMOTES GREATER AWARENESS OF THE LIBRARY'S VALUABLE RESOURCES. THE FOUNDATION MANAGES THE LOVE TRUST, AND PROVIDES ANNUAL DISTRIBUTIONS TO THE LIBRARY. IN 2015, THE FOUNDATION COMMITTED $200,000 TO THE LIBRARY TO HELP FUND THE PURCHASE OF AN AUTOMATED MATERIALS HANDLING SYSTEM.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0253936
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt011628
IRS990/FeesForServicesOtherGrp/TotalAmt011628
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt06379
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt06379
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1518.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1618.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/PersonNm0ROB MAITLAND
IRS990/Form990PartVIISectionAGrp/PersonNm1DONNA WARNER
IRS990/Form990PartVIISectionAGrp/PersonNm2DEXTER LOUIE
IRS990/Form990PartVIISectionAGrp/PersonNm3STEPHEN RICH
IRS990/Form990PartVIISectionAGrp/PersonNm4GEORGE CIANCIOLO
IRS990/Form990PartVIISectionAGrp/PersonNm5GREG BELL
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK D BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm7MARTHA BRUNSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm8MARTHA DIEFENDORF
IRS990/Form990PartVIISectionAGrp/PersonNm9DUKE HENTHORNE
IRS990/Form990PartVIISectionAGrp/PersonNm10NATALIE AMMARELL
IRS990/Form990PartVIISectionAGrp/PersonNm11FRANK PENTA
IRS990/Form990PartVIISectionAGrp/PersonNm12CHRIS RINGWALT
IRS990/Form990PartVIISectionAGrp/PersonNm13BOB WARD
IRS990/Form990PartVIISectionAGrp/PersonNm14ANDY GUNNING
IRS990/Form990PartVIISectionAGrp/PersonNm15HOLLIE ROSE-GALLI
IRS990/Form990PartVIISectionAGrp/PersonNm16MELISSA CAIN
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/ReportableCompFromOrgAmt1620400
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR, TOWN COUNCIL LIAISON
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR, LIBRARY FRIENDS LIAISON
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR, TRUSTEES LIAISON
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15EXECUTIVE DIRECTOR FROM 4/1/15
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXEC. DIRECTOR THROUGH 6/30/2014
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01997
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0241824
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt0250046
IRS990/GrantsPayableGrp/EOYAmt0200000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0250046
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0250046
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01468190
IRS990/GrossReceiptsAmt01518455
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01443
IRS990/InsuranceGrp/TotalAmt01443
IRS990/InvestmentIncomeGrp/ExclusionAmt035934
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035934
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01397267
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01412166
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01453
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0783
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0583
IRS990/LandBldgEquipCostOrOtherBssAmt02036
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01226366
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE CHAPEL HILL PUBLIC LIBRARY FOUNDATION WAS ESTABLISHED IN 1997 TO PROVIDE FINANCIAL SUPPORT TO ENHANCE THE CAPABILITIES, RESOURCES, AND SERVICES OF THE CHAPEL HILL PUBLIC LIBRARY. THE FOUNDATION DOES THIS BY FUNDRAISING AND ADVOCACY THAT BENEFITS THE CHAPEL HILL COMMUNITY AND PROMOTES GREATER AWARENESS OF THE LIBRARY'S VALUABLE RESOURCES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01542775
IRS990/NetAssetsOrFundBalancesEOYAmt01295692
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0241824
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0241824
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-250113
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0334
IRS990/OccupancyGrp/ManagementAndGeneralAmt0335
IRS990/OccupancyGrp/TotalAmt0669
IRS990/OfficeExpensesGrp/FundraisingAmt0978
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01164
IRS990/OfficeExpensesGrp/TotalAmt02142
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPORT
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01520
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1942
IRS990/OtherExpensesGrp/ProgramServicesAmt03890
IRS990/OtherExpensesGrp/TotalAmt03890
IRS990/OtherExpensesGrp/TotalAmt11520
IRS990/OtherExpensesGrp/TotalAmt2942
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0165
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0165
IRS990/OtherRevenueTotalAmt0165
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt014190
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt08133
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0STEPHEN RICH
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt025808
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt088525
IRS990/PYInvestmentIncomeAmt0112475
IRS990/PYOtherExpensesAmt044466
IRS990/PYOtherRevenueAmt075
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-35433
IRS990/PYSalariesCompEmpBnftPaidAmt040800
IRS990/PYTotalExpensesAmt0173791
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0138358
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03030
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0153124
IRS990/SavingsAndTempCashInvstGrp/EOYAmt074752
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType3FuncIntGrp/GovernmentalEntityInd0X
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd01
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd00
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd01
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION'S SOLE MISSION AND PURPOSE IS TO SUPPORT THE CHAPEL HILL PUBLIC LIBRARY ("LIBRARY"). THE LIBRARY IS AN EXTENSION OF THE TOWN OF CHAPEL HILL ("TOWN"), A GOVERNMENT ENTITY. THE FOUNDATION MANAGES AN INVESTMENT TRUST (LOVE TRUST) ESTABLISHED IN 1982 AND MANAGED BY THE TOWN BEFORE THE FOUNDATION WAS GIVEN MANAGEMENT RESPONSIBILITY IN 1999. THE TOWN ENTRUSTED THE LOVE TRUST WITH THE FOUNDATION TO MANAGE THE INVESTMENTS AND MAKE DISTRIBUTIONS FROM THE TRUST TO THE LIBRARY TO SUPPORT ITS OPERATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION E, LINE 1C:
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0566001199
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc06
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0250046
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0TOWN OF CHAPEL HILL PUBLIC LIBRARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3FuncIntInd0X
IRS990ScheduleA/SupportSumAmt0250046
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0583
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01453
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02036
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0289059
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-250113
IRS990ScheduleD/RevenueNotReportedAmt0-250113
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0292089
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM INCOME TAX AS A NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. IF APPLICABLE, PENALTIES AND INTEREST ASSESSED BY INCOME TAXING AUTHORITIES ARE INCLUDED IN GENERAL AND ADMINISTRATIVE EXPENSES. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS, AND BELIEVES THERE IS NO INCOME TAX EFFECT ON THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0583
IRS990ScheduleD/TotalExpensesPerForm990Amt0289059
IRS990ScheduleD/TotalRevenuePerForm990Amt0292089
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt041976
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0289059
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0200000
IRS990ScheduleI/RecipientTable/CashGrantAmt150046
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO HELP FUND THE PURCHASE OF AN AUTOMATED MATERIALS HANDLING SYSTEM AT THE LIBRARY.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO PURCHASE READING MATERIALS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE TOWN OF CHAPEL HILL PUBLIC LIBRARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE TOWN OF CHAPEL HILL PUBLIC LIBRARY
IRS990ScheduleI/RecipientTable/RecipientEIN0566001199
IRS990ScheduleI/RecipientTable/RecipientEIN1566001199
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0100 LIBRARY DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1100 LIBRARY DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHAPEL HILL
IRS990ScheduleI/RecipientTable/USAddress/CityNm1CHAPEL HILL
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NE
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd027514
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd127514
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S BOARD DESIGNATES AMOUNT TO BE GRANTED TO THE LIBRARY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S 990 WAS REVIEWED BY THE PRESIDENT, EXECUTIVE DIRECTOR, AND TREASURER PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPENSATION IS DISCUSSED WITH THE GOVERNANCE COMMITTEE AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S 990 AND GOVERNING DOCUMENTS ARE AVAILABLE ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OVERSIGHT OF THE AUDIT: THE AUDIT COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,495,692
Liabilities
$200,000
Net assets
$1,295,692
Revenue
$292,089
Expenses
$289,059
Net income
$3,030
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.40$0.00$1.40$0.07$0.07$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.04$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.06$0.06$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.09$0.20$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.20$0.11$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.06$0.07$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.21$0.11$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.05$0.10$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.06$0.27$0.21
2016Detailed filing. Detailed filing data is available for this year.$1.32$0.10$1.21$0.05$0.12$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.20$1.30$0.29$0.29$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.57$0.02$1.54$0.14$0.17$0.04
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.01$1.48$0.17$0.71$0.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.00$1.98$0.17
2011Summary only. Only limited summary data is available for this year.$2.06$0.00$2.06$0.13$0.12$0.01