2026-03-26T10:44:07-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 481266314 NASHVILLE PUBLIC EDUCATION FOUNDATION NASH 6157271515 615 MAIN STREET 124 NASHVILLE TN 37206 DIARESE GEORGE PRESIDENT & CEO (START 8/1/2025) 6157271515 2026-03-15 1 0 X KERRI N BOGDA P00760402 7177404863 2026-03-10 2024 2025-03-06 01:10:19Z DIARESE GEORGE 615 MAIN STREET 124 NASHVILLE TN 37206 1952505 0 X NASHVILLEPEF.ORG X 2003 TN AT NASHVILLE PUBLIC EDUCATION FOUNDATION, WE BELIEVE ALL STUDENTS DESERVE TO THRIVE IN SCHOOL. 17 17 6 21 0 0 1498867 1752184 0 0 3703 50968 -93240 -96637 1409330 1706515 366349 170519 0 0 646430 740246 0 0 247320 369049 996196 1381828 1906961 27502 -200446 2518832 2332574 119388 131153 2399444 2201421 X THE NASHVILLE PUBLIC EDUCATION FOUNDATION SUPPORTS TEACHERS AND LEADERS TO BUILD SCHOOLS WHERE ALL KIDS THRIVE. THE FOUNDATION DOES THIS BY ADVOCATING FOR CHANGE, SUPPORTING MNPS AS A CONSULTING PARTNER, PROMOTING EXCELLENCE AND INNOVATION, AND CONVENING STAKEHOLDERS TO DRIVE COMMUNITY SOLUTIONS. 0 0 1530571 170519 IN FY25, NPEF WAS ABLE TO FURTHER OUR MISSION TO ADVANCE STUDENT OUTCOMES IN METRO NASHVILLE PUBLIC SCHOOLS (MNPS) IN MULTIPLE WAYS AS WE FOCUSED ON FOUR KEY AREAS TO SUPPORT OUR STUDENTS, TEACHERS, AND FAMILIES: 1) SHARING INFORMATION ABOUT THE CRITICAL ISSUES FACING MNPS STUDENTS; 2) CONVENING STAKEHOLDERS TO SOLVE CHALLENGES TOGETHER; 3) DELIVERING HIGH-QUALITY PROGRAMS FOR TEACHERS AND FAMILIES; AND 4) STRATEGICALLY PARTNERING WITH THE DISTRICT AROUND SPECIFIC PRIORITIES. WE SHARED INFORMATION ABOUT THE ISSUES AFFECTING OUR STUDENTS THROUGH A SERIES OF INFOGRAPHICS AND BRIEFS ON KEY TOPICS, INCLUDING PUBLIC SCHOOL FUNDING; STATE STANDARDS, ASSESSMENTS, AND ACCOUNTABILITY; CAREER PATHWAYS IN MNPS; EDUCATION POLICIES SUCH AS SCHOOL VOUCHERS AND POST-SECONDARY OPPORTUNITIES. WE ALSO SHARED INFORMATION ABOUT OUR SCHOOLS THROUGH OUR THRIVING SCHOOLS WORK, WHERE WE PARTNERED WITH THE TENNESSEE EDUCATION RESEARCH ALLIANCE TO DEVELOP INDIVIDUAL SCHOOL PROFILES BASED ON THE DATA POINTS FAMILIES WANT. WE CONVENED STAKEHOLDERS THROUGH TWO KEY INITIATIVES - LEADERSHIP PUBLIC EDUCATION (LPE) AND THE NASHVILLE CHILD AND YOUTH COLLABORATIVE (NCYC). LPE, IN PARTNERSHIP WITH THE NASHVILLE AREA CHAMBER OF COMMERCE, IS A COHORT LEADERSHIP DEVELOPMENT SERIES THAT INFORMS PARTICIPANTS ABOUT OUR PUBLIC SCHOOLS AND HOW THEY CAN BEST SUPPORT STUDENTS IN OUR DISTRICT. THE NCYC, WHICH NPEF LAUNCHED IN 2023, IS A COALITION OF 20 NASHVILLE NONPROFITS SEEKING TO ELEVATE THE VOICES OF YOUNG PEOPLE AND DRIVE MORE CONVERSATIONS AROUND THE NEEDS OF OUR CHILDREN AND YOUTH. THIS YEAR, THE COLLABORATIVE PARTNERED AGAIN WITH COUNCIL MEMBER ZULFAT SUARA ON A YOUTH DAY IN LOCAL GOVERNMENT, BRINGING OVER 50 YOUTH TO NASHVILLE'S COURTHOUSE TO MEET WITH COUNCIL MEMBERS AND PRESENT ON ISSUES THAT AFFECT THEIR LIVES. WE ALSO CONVENED THE NCYC THROUGH A STRATEGIC PLANNING PROCESS TO DETERMINE WHAT THE COLLABORATIVE SHOULD FOCUS ON GOING FORWARD. ADDITIONALLY, WE DELIVERED KEY ANNUAL PROGRAMS TO SUPPORT OUR TEACHERS, STUDENTS, AND FAMILIES. TEACHERPRENEUR IS A PROGRAM DESIGNED TO HARNESS EDUCATOR INNOVATION TO REMOVE INEQUITIES AND BUILD SCHOOLS WHERE ALL STUDENTS THRIVE. THIS UNIQUE PROFESSIONAL LEARNING OPPORTUNITY HELPS TEACHERS IDENTIFY, DESIGN, PITCH, AND IMPLEMENT INNOVATIVE SOLUTIONS. TECH GOES HOME, BASED ON A NATIONAL MODEL, IS A PARTNERSHIP BETWEEN NPEF AND MNPS. IN EXCHANGE FOR ATTENDING TRAINING SESSIONS ON DIGITAL LITERACY, INCLUDING HOW FAMILIES CAN ACCESS MNPS-SPECIFIC APPS TO TRACK STUDENT PROGRESS, FAMILIES RECEIVE A FREE LAPTOP. OUR BLUE RIBBON TEACHER AWARDS PROVIDE RECOGNITION FOR SOME OF THE DISTRICT'S MOST OUTSTANDING TEACHERS, REWARDING THEM WITH A CHECK AND A COMMUNITY CELEBRATION. NPEF PROVIDED STRATEGIC SUPPORT TO DISTRICT LEADERS THIS PAST YEAR IN TWO KEY AREAS. FIRST, WE PARTNERED WITH THE URBAN SCHOOLS HUMAN CAPITAL ACADEMY TO PERFORM A TEACHER SUPPLY AND DEMAND STUDY, HIGHLIGHTING KEY AREAS TO FOCUS RECRUITMENT AND RETENTION EFFORTS. WE ALSO OVERHAULED AND RELAUNCHED THE TEACH-NASHVILLE.ORG WEBSITE, WHICH IS A ONE-STOP-SHOP FOR INFORMATION ABOUT TEACHING IN OUR DISTRICT, INCLUDING INFORMATION ON WORKING IN MNPS AND LIVING IN NASHVILLE. 1530571 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 94 0 6 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X X X G & A 6152489255 618 CHURCH STREET SUITE 520 NASHVILLE TN 37219 X RALPH DAVIS CHAIR 2.00 X X 0 0 0 KATE CHINN VICE CHAIR 0.50 X X 0 0 0 SHEILA CALLOWAY BOARD SECRETARY 1.00 X X 0 0 0 HARRY ALLEN BOARD TREASURER 1.00 X X 0 0 0 ALFONZO ALEXANDER IMMEDIATE PAST CHAIR 1.00 X X 0 0 0 TONY HEARD EXECUTIVE COMMITTEE- AT LARGE MEMBER 1.00 X X 0 0 0 MICHELLE GASKIN BROWN DIRECTOR 0.50 X 0 0 0 ASHLEY COOK DIRECTOR 0.50 X 0 0 0 MEG HARRIS DIRECTOR 0.50 X 0 0 0 GREG JONES DIRECTOR 0.50 X 0 0 0 WANDA LYLE DIRECTOR 0.50 X 0 0 0 ROBERT E MCNEILLY III DIRECTOR 0.50 X 0 0 0 BYRON TRAUGER DIRECTOR 0.50 X 0 0 0 THOMAS J SHERRARD DIRECTOR 0.50 X 0 0 0 GAIL WILLIAMS DIRECTOR 0.50 X 0 0 0 JERRY B WILLIAMS DIRECTOR 0.50 X 0 0 0 BRENDA WYNN DIRECTOR 0.50 X 0 0 0 REGINA RILEY VP OPERATIONS 40.00 X 73596 0 2962 KATIE COUR PRESIDENT AND CEO (END 7/25) 40.00 X 191360 0 9588 MELINDA JUDD SVP OUTREACH AND DEVELOPMENT 40.00 X 131848 0 6613 396804 0 19163 2 0 1 0 0 411118 476081 864985 77325 1752184 53261 53261 130526 132819 -2293 -2293 -2293 16534 411118 113171 -96637 -96637 1706515 0 0 -45669 30500 30500 140019 140019 206591 106800 68802 30989 442697 342866 4485 95346 24777 19295 336 5146 18803 14712 4091 47378 33184 4924 9270 66156 46309 6616 13231 371972 329148 14274 28550 2791 1954 279 558 228287 159803 22348 46136 9349 6544 935 1870 46753 32728 4675 9350 3743 3743 253221 253221 147 103 15 29 6053 4237 605 1211 SUBSCRIPTIONS & MEMBERS 3643 2549 366 728 STAFF DEVELOPMENT 2149 1504 216 429 BANK, SERVICE, AND PERM 1932 1352 194 386 1906961 1530571 129070 247320 2066227 1973226 93214 38025 213860 302150 22531 20911 0 1620 87253 0 58278 17553 2518832 2332574 55704 110945 63684 20208 119388 131153 X 1284492 1354964 1114952 846457 2399444 2201421 2518832 2332574 -200446 2423 0 X 0 1 X 1 0 X 2379468 1210871 1733872 1498867 1752184 8575262 2379468 1210871 1733872 1498867 1752184 8575262 777102 7798160 5568 3991 6038 10100 53261 78958 8654220 0.90110 0.92400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 154850 38000 25 154850 38025 155697 7306 8153 154850 159071 36 3410 155697 169037 -5768 4198 159071 159707 10878 1548 169037 0.00000 1.00000 0 0 22531 20911 1620 1620 OPERATING LEASE LIABILITY 20208 20208 X 1708938 2423 2423 1706515 0 1706515 1906961 0 1906961 0 1906961 PART V, LINE 4: DURING THE YEAR, THE ORGANIZATION HELD ONE ENDOWMENT FUND FOR WHICH THE INVESTMENT EARNINGS ARE RESTRICTED TO FUNDING EXPENSES OF MNPS DEBATE TEAMS. PART X, LINE 2: MANAGEMENT PERFORMS AN EVALUATION OF ALL INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN THE COURSE OF PREPARING THE FOUNDATION'S INCOME TAX RETURNS TO DETERMINE WHETHER THE INCOME TAX POSITIONS MEET A "MORE LIKELY THAN NOT" STANDARD OF BEING SUSTAINED UNDER EXAMINATION BY THE APPLICABLE TAXING AUTHORITIES. MANAGEMENT HAS PERFORMED ITS EVALUATION OF ALL INCOME TAX POSITIONS TAKEN ON ALL OPEN INCOME TAX RETURNS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. ACCORDINGLY, THERE ARE NO PROVISIONS FOR INCOME TAXES, PENALTIES OR INTEREST RECEIVABLE OR PAYABLE RELATING TO UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. HALL OF FAME LUNCHEON 427652 411118 16534 36353 29531 47287 427652 411118 16534 36353 29531 47287 113171 -96637 1 CREATIVE GIRLS ROCK PO BOX 330812 NASHVILLE TN 37203 842460498 501(C)(3) 5000 0 SUPPORT OF MUSIC PROGRAMS AND UNITED WAY EMPLOYEE GIVING GIFTS WHITSETT ELEMENTARY SCHOOL 110 WHITSETT RD NASHVILLE TN 37210 814632172 GOVERNMENT 5000 0 2024 PUBLIC SCHOOLS HALL OF FAME HONOREE COSECHA COMMUNITY DEVELOPMENT 2621 NOLENSVILLE PIKE NASHVILLE TN 37211 843620342 501(C)(3) 5000 0 SUPPORT OF MUSIC PROGRAMS AND UNITED WAY EMPLOYEE GIVING GIFTS 3 0 BLUE RIBBON TEACHER AWARDS 25 62500 20000 COST ROUNDTRIP SOUTHWEST PLANE TICKETS TEACHERPRENUER 10 31000 JUST KEEP LIVIN' 3 13700 PART I, LINE 2: THE FOUNDATION WORKS IN PARTNERSHIP WITH THE DIRECTOR OF METROPOLITAN NASHVILLE PUBLIC SCHOOLS ("MNPS"), ELECTED OFFICIALS, AND COMMUNITY LEADERS TO IDENTIFY STRATEGIC INITIATIVES WITHIN THE SCHOOLS. ONCE THESE AREAS ARE IDENTIFIED AND APPROVED, GRANTS ARE PROVIDED TO MNPS VIA CASH GRANTS. THE BOARD RECEIVES PERIODIC UPDATES ON PROGRESS OF THESE INITIATIVES FROM THE MNPS DIRECTOR OF SCHOOLS AND IDENTIFIED RESPONSIBLE PARTIES WITHIN MNPS. ADDITIONALLY, OTHER GRANTS ARE AWARDED WITH A MEMORANDUM OF UNDERSTANDING. THIS MOU REQUESTS SPECIFIC MILESTONES OR REPORTING NEEDS TO BE SUPPLIED BY THE GRANTEE. X X X 0 0 0 0 1 0 0 0 0 KATIE COUR PRESIDENT AND CEO (END 7/25) 191360 0 0 0 0 0 9568 0 20 0 200948 0 0 0 X 7 37325 NYSE LISTED PRICE X AIRLINE TICKETS 1 40000 COST BASIS 0 0 1 0 PART I, COLUMN (B): THE NUMBER ON PART I, COLUMN B REPRESENTS NUMBER OF DONORS. FORM 990, PART I, LINE 5 TOTAL NUMBER OF INDIVIDUALS EMPLOYED: THE NASHVILLE PUBLIC EDUCATION FOUNDATION DOES NOT DIRECTLY EMPLOY ANY INDIVIDUALS. THE FOUNDATION UTILIZES A PROFESSIONAL EMPLOYER ORGANIZATION WHICH DIRECTLY EMPLOYS THE FOUNDATION'S STAFF. FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION DOES HAVE AN EXECUTIVE COMMITTEE THAT HAS BROAD AUTHORITY. IT CONSISTS OF THE CHAIR, VICE-CHAIR, IMMEDIATE PAST CHAIR, SECRETARY, TREASURER AND ANY AT-LARGE MEMBERS FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE, THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY STATING THAT EACH DIRECTOR, OFFICER, AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (B) HAS READ AND UNDERSTANDS THE POLICY; (C) HAS AGREED TO COMPLY WITH THE POLICY; AND (D) UNDERSTANDS THAT THE CORPORATION IS A CHARITABLE ORGANIZATION AND THAT IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 15 THE TOP EXECUTIVE'S SALARY IS PERIODICALLY EVALUATED BY USE OF DATA PROVIDED BY NASHVILLE-BASED CENTER FOR NONPROFIT MANAGEMENT FOR QUALIFIED PERSONS SERVING IN THE PRESIDENT & CEO ROLE WITHIN NONPROFIT ORGANIZATIONS OF SIMILAR SIZE AND SCOPE. FORM 990, PART VI, SECTION C, LINE 19 A DISCLOSURE FILE THAT CONTAINS APPLICATION FOR EXEMPTION AND 990 FILINGS FOR THREE YEARS IS MAINTAINED BY THE ORGANIZATION AND IS AVAILABLE FOR REVIEW UPON REQUEST. FORM 990, PART VII AND PART IX, LINES 5-10 G&A OUTSOURCING, LLC IS THE PROFESSIONAL EMPLOYER ORGANIZATION (PEO) FOR NASHVILLE PUBLIC EDUCATION FOUNDATION. G&A PAYS ALL EMPLOYEE EXPENSES AND FILES ALL PAYROLL TAX AND FORMS UNDER THE PEO'S EIN ON BEHALF OF NPEF. PER IRS GUIDELINES AND 990 INSTRUCTIONS, THE EMPLOYEES ARE TREATED AS THOUGH THE ORGANIZATION PAID THE EMPLOYEE DIRECTLY FOR FORM 990 PRESENTATION PURPOSES ON BOTH PART VII AND PART IX, LINES 5-10.