NORTH CAROLINA NEW SCHOOLS: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- NORTH CAROLINA NEW SCHOOLS (EIN 20-4031703)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-14
- IRS object ID
- 201401349349301180
- Schema version
- 2012v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Averaging Attachment
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-14T07:59:56-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANGDON & COMPANY LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 223 US HIGHWAY 70 EAST SUITE 100 | AddressLine1 |
| City | GARNER | City |
| State | NC | State |
| ZIP Code | 275294051 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204031703 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH CAROLINA NEW SCHOOLS | BusinessNameLine1 |
| Business Name Line2 | PROJECT INC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | NORT | NameControl |
| Phone | 9192773760 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 MARRIOTT DRIVE | AddressLine1 |
| Address Line2 | ROOM/SUITE 510 | AddressLine2 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27612 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WENDI KNAPKE | Name |
| Title | DIRECTOR OF FINANCE / ADMIN | Title |
| Phone | 9192773760 | Phone |
| Date Signed | 2014-05-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANTHONY T PANDISCIA | Name |
| Phone | 9196621001 | Phone |
| Date Prepared | 2014-05-14 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH CAROLINA NEW SCHOOLS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | M ANTHONY HABIT PRESIDENT | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 MARRIOTT DRIVE | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7322055 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | NCNEWSCHOOLS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2006 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | TO ACCELERATE SYSTEMIC, SUSTAINABLE INNOVATION IN SECONDARY SCHOOLS ACROSS NORTH CAROLINA | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 38 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 4155790 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2387620 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4984853 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4687207 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 17751 | InvestmentIncomePriorYear |
| Investment Income Current Year | 12395 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 136090 | OtherRevenuePriorYear |
| Other Revenue Current Year | 234833 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9294484 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7322055 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 345170 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 247465 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2195365 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3132072 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1044377 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4161994 | OtherExpensePriorYear |
| Other Expenses Current Year | 4834280 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6702529 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8213817 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2591955 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -891762 | RevenuesLessExpensesCY |
| Total Assets BOY | 8589101 | TotalAssetsBOY |
| Total Assets EOY | 7917135 | TotalAssetsEOY |
| Total Liabilities BOY | 866630 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1092735 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7722471 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6824400 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO ACCELERATE SYSTEMIC, SUSTAINABLE INNOVATION IN SECONDARY SCHOOLS ACROSS NORTH CAROLINA | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 6539767 | Expense |
| Grants | 247465 | Grants |
| Revenue | 4687207 | Revenue |
| Description | TO FACILITATE SECONDARY SCHOOL INNOVATION TO LINK MIDDLE SCHOOL AND HIGH SCHOOLS EDUCATION TO THE PRIVATE SECTOR AND POST-SECONDARY EDUCATION. | Description |
| Total Program Service Expense | 6539767 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 70 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 38 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | WENDI S KNAPKE | NamePerson |
| Telephone Number | 9192773760 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4600 MARRIOTT DRIVE SUITE 510 | AddressLine1 |
| City | RALEIGH | City |
| State | NC | State |
| ZIP Code | 27612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | FormerFormer |
|---|---|---|---|---|---|---|---|
| DR M ANTHONY HABIT | |||||||
| PRESIDENT | 40.00 | X | X | 155267 | 0 | 20908 | |
| BURLEY MITCHELL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LARRY CHAVIS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BOB GRECZYN | |||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | ||
| DR SHIRLEY PRINCE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DR SCOTT RALLS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JEFF CORBETT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RUTH DZAU | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| NORRIS TOLSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LESLIE WINNER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DR HAROLD MARTIN SR | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ED ASULANDER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DR DAVID PULMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD STEVENS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MATT WEST | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DANA WALLACE | |||||||
| VP, TALENT D | 40.00 | X | 154500 | 0 | 48 | ||
| LYNNE GARRISON | |||||||
| VP STRATEGIC | 40.00 | X | 133035 | 0 | 19134 | ||
| APRIL ANTHONY | |||||||
| DIR. OF DEVE | 40.00 | X | 118136 | 0 | 17224 | ||
| WENDI KNAPKE | |||||||
| DIR. FINANCE | 30.00 | X | 73465 | 0 | 13147 | ||
| JOHN DENNING | |||||||
| DIR. STRATEG | 40.00 | 19609 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 654012 | TotalReportableCompFromOrg |
| Total Other Compensation | 70461 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | true | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | CompensationCompensation | Business Name Line2NameOfContractor/NameBusiness/BusinessNameLine2 | Address Line2AddressOfContractor/AddressUS/AddressLine2 | Description Of ServicesDescriptionOfServices |
|---|---|---|---|---|---|---|---|
| BRIDGEWOOD EDUCATIONAL SERVICES | |||||||
| 363 LINDSAY CREED LANE | MT AIRY | NC | 27030 | 1500554 | |||
| UNC GREENSBORO | |||||||
| PO BOX 26170 | GREENSBORO | NC | 274026170 | 246564 | |||
| MURRAY INVESTMENT COMPANY | |||||||
| 1511 SUNDAY DRIVE | RALEIGH | NC | 27607 | 139894 | C/O GRUBB & ELLIS/THOMAS L GRAHAM | SUITE 200 | BLDG. RENT |
| CENTER FOR CREATIVE LEADERSHIP | |||||||
| ONE LEADERSHIP PLACE | GREENSBORO | NC | 27410 | 138176 | |||
| CE MCCARY III | |||||||
| 5715 PINEHAVEN DRIVE | GREENSBORO | NC | 27410 | 109201 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Government Grants | 1406030 | GovernmentGrants |
| All Other Contributions | 981590 | AllOtherContributions |
| Total Contributions | 2387620 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| ENTERPRISE FUNDS | 4431707 | 4431707 |
| EVALUATION FEES | 255500 | 255500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4687207 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12395 | TotalRevenueColumn |
| Exclusion | $12,395 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| REGISTRATION INCOME | 234797 | 234797 |
| MISCELLANEOUS INCOME | 36 | 36 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 234833 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7322055 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4922040 | RelatedOrExemptFunctionIncome |
| Exclusion | $12,395 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247465 | Total |
| Program Services | 247465 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 719031 | Total |
| Program Services | 468492 | ProgramServices |
| Management And General | 94905 | ManagementAndGeneral |
| Fundraising | 155634 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1996352 | Total |
| Program Services | 1294962 | ProgramServices |
| Management And General | 264622 | ManagementAndGeneral |
| Fundraising | 436768 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99312 | Total |
| Program Services | 64420 | ProgramServices |
| Management And General | 13164 | ManagementAndGeneral |
| Fundraising | 21728 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 159305 | Total |
| Program Services | 103337 | ProgramServices |
| Management And General | 21114 | ManagementAndGeneral |
| Fundraising | 34854 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158072 | Total |
| Program Services | 109576 | ProgramServices |
| Management And General | 19587 | ManagementAndGeneral |
| Fundraising | 28909 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25500 | Total |
| Program Services | 19751 | ProgramServices |
| Management And General | 429 | ManagementAndGeneral |
| Fundraising | 5320 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40000 | Total |
| Program Services | 30983 | ProgramServices |
| Management And General | 672 | ManagementAndGeneral |
| Fundraising | 8345 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 608068 | Total |
| Program Services | 470987 | ProgramServices |
| Management And General | 10223 | ManagementAndGeneral |
| Fundraising | 126858 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7937 | Total |
| Program Services | 3855 | ProgramServices |
| Management And General | 3914 | ManagementAndGeneral |
| Fundraising | 168 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43698 | Total |
| Program Services | 26597 | ProgramServices |
| Management And General | 8539 | ManagementAndGeneral |
| Fundraising | 8562 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 138241 | Total |
| Program Services | 74583 | ProgramServices |
| Management And General | 40058 | ManagementAndGeneral |
| Fundraising | 23600 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 707376 | Total |
| Program Services | 613274 | ProgramServices |
| Management And General | 21919 | ManagementAndGeneral |
| Fundraising | 72183 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 830305 | Total |
| Program Services | 719850 | ProgramServices |
| Management And General | 25729 | ManagementAndGeneral |
| Fundraising | 84726 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6844 | Total |
| Program Services | 4259 | ProgramServices |
| Management And General | 2101 | ManagementAndGeneral |
| Fundraising | 484 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77455 | Total |
| Program Services | 46436 | ProgramServices |
| Management And General | 25215 | ManagementAndGeneral |
| Fundraising | 5804 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| COACHING ASST TO SCHOOLS | 2049577 | 2049577 | ||
| TECHNOLOGY & TELEPHONE | 114496 | 74549 | 29889 | 10058 |
| BAD DEBT EXPENSE | 50125 | 50125 | ||
| PRINTING AND PUBLICATIONS | 44529 | 19888 | 17205 | 7436 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90129 | Total |
| Program Services | 46801 | ProgramServices |
| Management And General | 30388 | ManagementAndGeneral |
| Fundraising | 12940 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8213817 | Total |
| Program Services | 6539767 | ProgramServices |
| Management And General | 629673 | ManagementAndGeneral |
| Fundraising | 1044377 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3634002 | BOY |
| EOY | 3416201 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2029021 | BOY |
| EOY | 2041977 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1769810 | BOY |
| EOY | 1523569 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 845980 | BOY |
| EOY | 545303 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49270 | BOY |
| EOY | 203494 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 463193 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 285698 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 251922 | BOY |
| EOY | 177495 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9096 | BOY |
| EOY | 9096 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8589101 | BOY |
| EOY | 7917135 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 531221 | BOY |
| EOY | 649326 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 286825 | BOY |
| EOY | 195265 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 221006 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48584 | BOY |
| EOY | 27138 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 866630 | BOY |
| EOY | 1092735 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3933922 | BOY |
| EOY | 3452336 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3788549 | BOY |
| EOY | 3372064 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7722471 | BOY |
| EOY | 6824400 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8589101 | BOY |
| EOY | 7917135 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -891762 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -6309 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6650935 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4326040 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2763724 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4155790 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2387620 | CurrentTaxYear |
| Total | 20284109 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6650935 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4326040 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2763724 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4155790 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2387620 | CurrentTaxYear |
| Total | 20284109 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 10798663 | AmountsSubstContributorsTotal |
| Public Support Total170 | 9485446 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21938 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16697 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19018 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17751 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12395 | CurrentTaxYear |
| Total | 87799 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 273987 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 209514 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 47391 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 136090 | CurrentTaxYearMinus1Year |
| Current Tax Year | 234833 | CurrentTaxYear |
| Total | 901815 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 21273723 | TotalSupport |
| Gross Receipts From Admissions Etc | 4922040 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.44590 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.39810 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 77900 | FilingOrganizationsTotals |
Total Lobbying Expenditures TotalLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 77900 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 6463624 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 6541524 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 477076 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 119269 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 405678 | CurrentYearMinus2 |
| Current Year Minus1 | 436281 | CurrentYearMinus1 |
| Current Year | 477076 | CurrentYear |
| Total | 1319035 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,978,553 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 53520 | CurrentYearMinus2 |
| Current Year Minus1 | 66900 | CurrentYearMinus1 |
| Current Year | 77900 | CurrentYear |
| Total | 198320 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 101420 | CurrentYearMinus2 |
| Current Year Minus1 | 109070 | CurrentYearMinus1 |
| Current Year | 119269 | CurrentYear |
| Total | 329759 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $494,639 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 3870 | CurrentYearMinus2 |
| Total | 3870 | Total |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE C, PART IV | ReturnReference |
| Explanation | TOTAL LOBBYING EXPENSES AS DISCLOSED IN PART II INCLUDE BOTH DIRECT CASH OUTLAYS AS WELL AS AMOUNTS IDENTIFIED FROM THE ORGANIZATION'S EMPLOYEE COMPENSATION. THE COMPENSATION AMOUNT IS BASED ON AN ALLOCATION AS APPLIED TO THOSE EMPLOYEES WHO PARTICIPATE IN LOBBYING ACTIVITY AS A SMALL PART OF THEIR OVERALL FUNCTION. AMOUNTS PAID AS AN ALLOCATION OF SALARIES AND WAGES ARE REPORTED ON PART IX UNDER COMPENSATION. ONLY DIRECT CASH OUTLAYS ARE REPORTED ON PART IX, LINE 11D, LOBBYING. | Explanation |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 37105 | OtherCostOrOtherBasis |
| Depreciation | 9839 | Depreciation |
| Book Value | 27266 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 328975 | OtherCostOrOtherBasis |
| Depreciation | 199672 | Depreciation |
| Book Value | 129303 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 97113 | OtherCostOrOtherBasis |
| Depreciation | 76187 | Depreciation |
| Book Value | 20926 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 177495 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CAPITALIZED LEASE OBLIGATIONS | Description |
| Amount | $27,138 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 27138 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 7829315 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 507260 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 507260 | RevenueNotRptdF990 |
| Revenue Subtotal | 7322055 | RevenueSubtotal |
| Total Revenue Per Form990 | 7322055 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8727386 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 507260 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 6309 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 513569 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8213817 | ExpensesSubtotal |
| Total Expenses Per Form990 | 8213817 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | THE ORGANIZATION EVALUATES ITS UNCERTAIN TAX POSITIONS USING PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CODIFICATION (ASC) 740-10-25, RECOGNITION OF A TAX POSITION. ACCORDINGLY, THE ORGANIZATION'S POLICY TO RECORD A LIABILITY FOR ANY TAX POSITION TAKEN THAT IS BENEFICIAL TO THE ORGANIZATION, INCLUDING ANY RELATED INTEREST AND PENALTIES, WHEN IT IS MORE LIKELY THAN NOT THE POSITION OF MANAGEMENT WITH RESPECT TO A TRANSACTION OF CLASS OF TRANSACTIONS WILL BE OVERTURNED BY A TAXING AUTHORITY UPON EXAMINATION. MANAGEMENT BELIEVES THERE ARE NO SUCH POSITIONS AS OF JUNE 30, 2013 AND JUNE 30, 2012. TAX YEARS SUBSEQUENT TO 2008 REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS. |
| EXPENSE AMOUNTS INCLUDED IN FINANCIALS - OTHER | SCHEDULE D, PAGE 4, PART XII, LINE 2D | CAPITALIZABLE FIXED ASSETS 6,309 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|---|---|---|---|
| ASHEVILLE-BUNCOMBE TECHNICAL CC | |||||||||
| 340 VITORIA ROAD | ASHEVILLE | NC | 28801 | 501C3 | 7267 | TUITION | |||
| BEAUFORT COUNTY COMMUNITY COLLEGE | |||||||||
| 5337 US HIGHWAY 264 EAST | WASHINGTON | NC | 27889 | 501C3 | 5202 | TUITION | |||
| CALDWELL EARLY COLLEGE HIGH SCHOOL | |||||||||
| 2859 HICKORY BLVD | HUDSON | NC | 28638 | 501C3 | 7500 | NCSTEP MENTOR | |||
| DAVIDSON COUNTY SCHOOLS | |||||||||
| PO BOX 2057 | LEXINGTON | NC | 27293 | 501C3 | 43195 | TECHNOLOGY SUPPORT | |||
| DAVIDSON COUNTY SCHOOLS | |||||||||
| PO BOX 2057 | LEXINGTON | NC | 27293 | 501C3 | 63162 | RESEARCH | |||
| DAVIDSON EARLY COLLEGE HIGH SCHOOL | |||||||||
| PO BOX 1287 | LEXINGTON | NC | 27293 | 501C3 | 1 TO 1 COMPUTING | 7756 | FMV | COMPUTER EQUIP | |
| HILLSIDE NEW TECHNOLOGY HS | |||||||||
| 3727 FAYETTEVILLE ST | DURHAM | NC | 27707 | 501C3 | 7500 | NCSTEP MENTOR | |||
| ISOTHERMAL COMMUNITY COLLEGE | |||||||||
| PO BOX 804 | SPINDALE | NC | 28160 | 501C3 | 19569 | TEXTBOOKS | |||
| ISOTHERMAL COMMUNITY COLLEGE | |||||||||
| PO BOX 804 | SPINDALE | NC | 28160 | 501C3 | 25012 | TUITION | |||
| SURRY COMMUNITY COLLEGE | |||||||||
| 630 SOUTH MAIN STREET | DOBSON | NC | 27017 | 501C3 | 19278 | TUITION | |||
| WAYNE BOARD OF EDUCATION | |||||||||
| PO DRAWER 1797 | GOLDSBORO | NC | 27533 | 1 TO 1 COMPUTING | 18937 | FMV | COMPUTER SUPP. | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 9 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| Explanation | THE ORGANIZATION PROVIDES PLANNING GRANTS TO ENCOURAGE EFFORTS TO START NEW SCHOOLS OR TO CONVERT EXISTING COMPREHENSIVE SCHOOLS INTO ONE OR MORE DISCRETE SMALL SCHOOLS. ONCE THE PLANNING PHASE IS COMPLETE, THE ORGANIZATION PROVIDES IMPLEMENTATION GRANTS TO SUPPORT A MULTI-YEAR INITIATIVE TO ESTABLISH NEW MODELS OF TEACHING AND LEARNING IN EACH SCHOOL. THE GRANTS ARE CONDITIONED ON EACH SCHOOL MEETING CERTAIN PERFORMANCE AND REPORTING REQUIREMENTS WHICH ARE ESTABLISHED AND/OR MONITORED IN CONJUNCTION WITH THE ORGANIZATION'S GUIDELINES AND/OR CRITERIA DICTATED BY CONTRIBUTOR PROGRAMS THAT SUBSIDIZE THE ORGANIZATION'S EXEMPT FUNCTIONS THROUGH GRANTS AND CONTRIBUTIONS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | true | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|---|
| DR M ANTHONY HABIT | |||||
| PRESIDENT | 151067 | 4200 | 15106 | 5802 | 176175 |
| DANA WALLACE | |||||
| VP TALENT DEVELOP | 154500 | 48 | 154548 | ||
| LYNNE GARRISON | |||||
| VP STRATEGIC PRTSHPS | 133035 | 13332 | 5802 | 152169 | |
| JOHN DENNING | |||||
| DIR STRATEGIC PTNRS | 19609 | 19609 | |||
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS | SCHEDULE J, PAGE 1, PART I, LINE 4 | JOHN DENNING 19,609 0 0 |
| OTHER ADDITIONAL INFORMATION | SCHEDULE J, PART III | JOHN DENNING, FORMER DIRECTOR OF STRATEGIC PARTNERS, SEPARATED FROM THE ORGANIZATION DURING THE FISCAL YEAR. HIS 2012 W-2 INCOME IS PROPERLY REPORTED ON PART VII OF THE FORM 990. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (5 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| LARRY CHAVIS | |||
| DIRECTOR | 2041977 | INV HELD BY BANK | false |
| LARRY CHAVIS | |||
| DIRECTOR | 1000 | CONTRIBUTION BY ORG | false |
| JEFF CORBETT | |||
| DIRECTOR | 50000 | CONTRIBUTION BY ORG | false |
| DAVID PULMAN | |||
| DIRECTOR | 250000 | CONTRIBUTION BY ORG | false |
| LESLIE WINNER | |||
| DIRECTOR | 66600 | CONTRIBUTION BY ORG | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ADDITIONAL INFORMATION | Identifier |
| Return Reference | SCHEDULE L PART V | ReturnReference |
| Explanation | DURING THE NORMAL COURSE OF BUSINESS THE ORGANIZATION RECEIVES FUNDING FROM CORPORATIONS ASSOCIATED WITH BOARD MEMBERS IN THE FORM OF GRANTS AND CONTRIBUTIONS ADDITIONALLY THE ORGANIZATION HELD CERTIFICATES OF DEPOSITS AND CASH BALANCES WITH FINANCIAL INSTITUTIONS ASSOCIATED WITH BOARD MEMBERS CONTRIBUTION AMOUNTS LISTED ON PART IV EXCEEDING THE APPLICABLE REPORTING THRESHOLD ALSO APPEAR ON SCHEDULE B | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ADDITIONAL INFORMATION | FORM 990 | ALTHOUGH NO CURRENT PLANS TO CHANGE THE ORGANIZATION'S LEGAL NAME, THE ORGANIZATION HAS DECIDED TO BEGIN HOLDING ITSELF OUT AS "NORTH CAROLINA NEW SCHOOLS". |
| ADDITIONAL INFORMATION | FORM 990, PART VI | THE BOARD OF DIRECTORS FORMALLY ADOPTED THE "WHISTLEBLOWER POLICY" AT THE DECEMBER 2012 BOARD MEETING. |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | A DRAFT OF THE COMPLETED 990 WILL BE REVIEWED BY BOTH ANTHONY HABIT, PRESIDENT, AND THE ORGANIZATION'S FINANCE COMMITTEE. THE FINANCE COMMITTEE WILL THEN PRESENT THE 990 TO THE BOARD OF DIRECTORS AND OBTAIN A VOTE OF APPROVAL PRIOR TO FILING, WITH ANY QUESTIONS THAT ARISE DIRECTED TO THE FINANCE COMMITTEE AND EXTERNAL ACCOUNTANTS FOR RESOLUTION. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | ON AN ANNUAL BASIS, THE CONFLICT OF INTEREST POLICY IS DISCUSSED DURING A BOARD OF DIRECTORS MEETING AND BOARD MEMBERS ARE ASKED TO IDENTIFY ANY CONFLICTS THAT MAY EXIST. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | COMPENSATION FOR THE ORGANIZATION'S PRESIDENT IS DETERMINED BY THE BOARD OF DIRECTORS. THE CHAIRMAN OF THE BOARD GATHERS INFORMATION FROM OTHER ENTITIES' FORM 990 AND CONSIDERS THE JOB DESCRIPTION OF THE PRESIDENT. THE CHAIRMAN PRESENTS A COMPENSATION PROPOSAL TO THE BOARD OF DIRECTORS ON WHICH THE BOARD VOTES. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | CURRENT COMPENSATION DECISION-MAKING FOR OFFICERS OUTSIDE OF THE PRESIDENT IS CONDUCTED BY THE ORGANIZATION'S PRESIDENT. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTS ARE PROVIDED UPON WRITTEN REQUEST. INQUIRING PARTIES CAN CALL THE MAIN OFFICE TO MAKE A REQUEST. REQUESTS FOR ALL DOCUMENTS, OTHER THAN THE ORGANIZATION'S 990, MUST BE APPROVED BY THE PRESIDENT. |
| ADDITIONAL INFORMATION | FORM 990, PART VII | JOHN DENNING, FORMER DIRECTOR OF STRATEGIC PARTNER, SEPARATED FROM THE ORGANIZATION DURING THE FISCAL YEAR. HIS 2012 W-2 INCOME IS PROPERLY REPORTED ON PART VII AND SCHEDULE J. |
| RECONCILIATION OF CHANGES - OTHER | FORM 990, PART XI, LINE 9 | CAPITALIZABLE FIXED ASSETS -6,309 |
Averaging Attachment AveragingAttachment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE ORGANIZATION EXECUTED AN ELECTION UNDER I.R.C. 501(H) EFFECTIVE FOR THE FISCAL YEAR 7/1/10 - 6/30/11 AND ALL SUBSEQUENT TAX YEARS UNTIL REVOKED. AS THE PART II-A, LINE 2B AND 2E THRESHOLDS ARE NOT EXCEEDED BASED ON CURRENT YEAR EXPENDITURES, NO FURTHER INFORMATION IS REQUIRED FOR PERIODS THAT PRECEDE THE EFFECTIVE DATE OF THE ELECTION. | Explanation |
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