2014-05-14T07:59:56-05:00 2013-06-30 LANGDON & COMPANY LLP 223 US HIGHWAY 70 EAST SUITE 100 GARNER NC 275294051 990 2012-07-01 204031703 NORTH CAROLINA NEW SCHOOLS PROJECT INC NORT 9192773760 4600 MARRIOTT DRIVE ROOM/SUITE 510 RALEIGH NC 27612 WENDI KNAPKE 9192773760 2014-05-15 true ANTHONY T PANDISCIA 9196621001 2014-05-14 2012 2015-11-30 17:44:51Z NORTH CAROLINA NEW SCHOOLS M ANTHONY HABIT PRESIDENT 4600 MARRIOTT DRIVE RALEIGH NC 27612 7322055 false X NCNEWSCHOOLS.ORG X 2006 NC TO ACCELERATE SYSTEMIC, SUSTAINABLE INNOVATION IN SECONDARY SCHOOLS ACROSS NORTH CAROLINA 15 14 38 0 4155790 2387620 4984853 4687207 17751 12395 136090 234833 9294484 7322055 345170 247465 0 2195365 3132072 0 1044377 4161994 4834280 6702529 8213817 2591955 -891762 8589101 7917135 866630 1092735 7722471 6824400 TO ACCELERATE SYSTEMIC, SUSTAINABLE INNOVATION IN SECONDARY SCHOOLS ACROSS NORTH CAROLINA false false 6539767 247465 4687207 TO FACILITATE SECONDARY SCHOOL INNOVATION TO LINK MIDDLE SCHOOL AND HIGH SCHOOLS EDUCATION TO THE PRIVATE SECTOR AND POST-SECONDARY EDUCATION. 6539767 true true false true false false false false false false true false false false true true true false false false false false false false false false false true false true false false false false false false false true false false false false false false false false false true 70 0 true 38 true false false false false false false false false false false X 15 14 false false false false false false false true true false false true true true true true true true true false X WENDI S KNAPKE 9192773760 4600 MARRIOTT DRIVE SUITE 510 RALEIGH NC 27612 X DR M ANTHONY HABIT 40.00 X X 155267 0 20908 BURLEY MITCHELL 1.00 X 0 0 0 LARRY CHAVIS 1.00 X 0 0 0 BOB GRECZYN 1.00 X 0 0 0 DR SHIRLEY PRINCE 1.00 X 0 0 0 DR SCOTT RALLS 1.00 X 0 0 0 JEFF CORBETT 1.00 X 0 0 0 RUTH DZAU 1.00 X 0 0 0 NORRIS TOLSON 1.00 X 0 0 0 LESLIE WINNER 1.00 X 0 0 0 DR HAROLD MARTIN SR 1.00 X 0 0 0 ED ASULANDER 1.00 X 0 0 0 DR DAVID PULMAN 1.00 X 0 0 0 RICHARD STEVENS 1.00 X 0 0 0 MATT WEST 1.00 X 0 0 0 DANA WALLACE 40.00 X 154500 0 48 LYNNE GARRISON 40.00 X 133035 0 19134 APRIL ANTHONY 40.00 X 118136 0 17224 WENDI KNAPKE 30.00 X 73465 0 13147 JOHN DENNING 40.00 X 19609 0 0 654012 70461 4 true true false BRIDGEWOOD EDUCATIONAL SERVICES 363 LINDSAY CREED LANE MT AIRY NC 27030 1500554 UNC GREENSBORO PO BOX 26170 GREENSBORO NC 274026170 246564 MURRAY INVESTMENT COMPANY C/O GRUBB & ELLIS/THOMAS L GRAHAM 1511 SUNDAY DRIVE SUITE 200 RALEIGH NC 27607 BLDG. RENT 139894 CENTER FOR CREATIVE LEADERSHIP ONE LEADERSHIP PLACE GREENSBORO NC 27410 138176 CE MCCARY III 5715 PINEHAVEN DRIVE GREENSBORO NC 27410 109201 6 1406030 981590 2387620 ENTERPRISE FUNDS 4431707 4431707 EVALUATION FEES 255500 255500 4687207 12395 12395 REGISTRATION INCOME 234797 234797 MISCELLANEOUS INCOME 36 36 234833 7322055 4922040 12395 247465 247465 719031 468492 94905 155634 1996352 1294962 264622 436768 99312 64420 13164 21728 159305 103337 21114 34854 158072 109576 19587 28909 25500 19751 429 5320 40000 30983 672 8345 608068 470987 10223 126858 7937 3855 3914 168 43698 26597 8539 8562 138241 74583 40058 23600 707376 613274 21919 72183 830305 719850 25729 84726 6844 4259 2101 484 77455 46436 25215 5804 COACHING ASST TO SCHOOLS 2049577 2049577 TECHNOLOGY & TELEPHONE 114496 74549 29889 10058 BAD DEBT EXPENSE 50125 50125 PRINTING AND PUBLICATIONS 44529 19888 17205 7436 90129 46801 30388 12940 8213817 6539767 629673 1044377 3634002 3416201 2029021 2041977 1769810 1523569 845980 545303 49270 203494 463193 285698 251922 177495 9096 9096 8589101 7917135 531221 649326 286825 195265 221006 48584 27138 866630 1092735 X 3933922 3452336 3788549 3372064 7722471 6824400 8589101 7917135 -891762 -6309 X false true X true true true X 6650935 4326040 2763724 4155790 2387620 20284109 6650935 4326040 2763724 4155790 2387620 20284109 10798663 9485446 21938 16697 19018 17751 12395 87799 273987 209514 47391 136090 234833 901815 21273723 4922040 0.44590 0.39810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 77900 77900 6463624 6541524 477076 119269 405678 436281 477076 1319035 1978553 53520 66900 77900 198320 101420 109070 119269 329759 494639 3870 3870 ADDITIONAL INFORMATION SCHEDULE C, PART IV 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. 37105 9839 27266 328975 199672 129303 97113 76187 20926 177495 CAPITALIZED LEASE OBLIGATIONS 27138 27138 X 7829315 507260 507260 7322055 7322055 8727386 507260 6309 513569 8213817 8213817 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 true 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 7756 FMV COMPUTER EQUIP 1 TO 1 COMPUTING 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 18937 FMV COMPUTER SUPP. 1 TO 1 COMPUTING 9 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 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. X X X true false false false false false false false false DR M ANTHONY HABIT 151067 4200 15106 5802 176175 DANA WALLACE 154500 48 154548 LYNNE GARRISON 133035 13332 5802 152169 JOHN DENNING 19609 19609 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. 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 ADDITIONAL INFORMATION SCHEDULE L PART V 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 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 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.