Nonprofit · EIN 20-0258541
CMS FOUNDATION
Tax-exempt · CHARLOTTE, NC 28217
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,378,391 | $2,170,690 | $1,207,701 | $4,743,581 | $2,500 | $4,741,081 |
| June 30, 2024 | 990 | $2,587,340 | $1,706,391 | $880,949 | $3,353,867 | $10,000 | $3,343,867 |
| June 30, 2023 | 990 | $1,292,506 | $1,653,238 | -$360,732 | $2,324,495 | $5,000 | $2,319,495 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,130,512
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- $43,171
- Other revenue
- $247,879
Expenses
- Grants and similar amounts paid
- $1,637,562
- Compensation of officers, directors and key employees
- $175,575
- Salaries, compensation and benefits (total)
- $175,575
- Professional fundraising fees
- $0
- Travel
- $990
- Program services (functional)
- $1,875,817
- Management and general (functional)
- $274,028
- Fundraising (functional)
- $20,845
Balance sheet and other
- Total assets, start of year
- $3,353,867
- Total assets, end of year
- $4,743,581
- Total liabilities, end of year
- $2,500
- Net assets, end of year
- $4,741,081
- Net assets without donor restrictions
- $513,830
- Net assets with donor restrictions
- $4,227,251
- Gross receipts
- $3,455,333
- Employees
- 0
- Volunteers
- 13
- Year formed
- 2003
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DR CRYSTAL HILL | SUPERINTENDENT Trustee or director | 1 | $0 | $347,747 | $100,696 |
| DOUGLAS W BENSON | DIRECTOR Trustee or director | 1 | $0 | $258,355 | $46,961 |
| SONJA GANTT GIBSON | EXECUTIVE DIRECTOR Officer | 50 | $0 | $131,095 | $42,403 |
| DAVID WEBB | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GERARD M CAMACHO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CARRIE COOK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHARLITTA HATCH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LINDSAY H JONES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SHEILA JORDAN | DIRECTOR (THRU 11/12/2024) Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS M SCRIVENER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GREG SKIDMORE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GREG ALCORN | DIRECTOR (THRU 02/05/2025) Trustee or director | 1 | $0 | $0 | $0 |
| DEIDRA PARRISH WILLIAMS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NIKKI MOORE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JUSTIN PERRY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA TURNER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DOUGLAS W BENSON | DIRECTOR Trustee or director | 1 | $0 | $375,935 | $46,392 |
| DR CRYSTAL HILL | SUPERINTENDENT Trustee or director | 1 | $0 | $313,577 | $93,172 |
| SONJA GANTT GIBSON | EXECUTIVE DIRECTOR Officer | 50 | $0 | $127,383 | $40,069 |
| GREG ALCORN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KOBI KENNEDY BRINSON | DIRECTOR (THRU 8/2023) Trustee or director | 1 | $0 | $0 | $0 |
| GERARD M CAMACHO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CARRIE COOK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHARLITTA HATCH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SANDRA HOLUB | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LINDSAY H JONES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SHEILA JORDAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS M SCRIVENER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GREG SKIDMORE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID WEBB | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DEIDRA PARRISH WILLIAMS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DOUGLAS W BENSON | DIRECTOR Trustee or director | 1 | $0 | $270,939 | $43,948 |
| HUGH HATTABAUGH | SUPERINTENDENT (FROM 4/2022) Trustee or director | 1 | $0 | $192,657 | $55,091 |
| SONJA GANTT GIBSON | EXECUTIVE DIRECTOR Officer | 50 | $0 | $128,672 | $39,429 |
| EARNEST WINSTON | SUPERINTENDENT (TO 4/2022) Trustee or director | 1 | $0 | $80,677 | $22,787 |
| ADAM BERNSTEIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KOBI BRINSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GERARD CAMACHO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANN B CLARK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SANDRA HOLUB | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LINDSAY H JONES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SHEILA JORDAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KATHRYN KISSAM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| COURTNEY RAMEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS M SCRIVENER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JULIE ROBINSON SHEFFER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GREG SKIDMORE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAVID WEBB | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DEIDRA PARISH WILLIAMS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CRYSTAL HILL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4421 STUART ANDREW BOULEVARD, CHARLOTTE, NC 28217-1589
- In care of
- % SONJA GANTT
- Principal officer (990 for 2024)
- SONJA GANTT GIBSON, 4421 STUART ANDREW BOULEVARD, CHARLOTTE, NC 28217
- Signed the 990
- SONJA GANTT GIBSON, EXECUTIVE DIRECTOR
- Phone
- (704) 973-4500
- Website
- WWW.CMS-FOUNDATION.ORG
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
Mission
THE CMS FOUNDATION INVESTS IN INNOVATION TO HELP CHARLOTTE-MECKLENBURG SCHOOLS (CMS) ADDRESS BIG CHALLENGES AND EXPAND OPPORTUNITIES FOR OUR STUDENTS AND EDUCATORS. AS THE NONPROFIT FUNDRAISING PARTNER FOR CHARLOTTE MECKLENBURG SCHOOLS, WE HARNESS THE POWER OF PHILANTHROPY TO SEED INNOVATIVE IDEAS AND ACCELERATE SYSTEM-WIDE TRANSFORMATION.
Program accomplishments
- DISTRIBUTED GRANTS TO AND ON BEHALF OF CHARLOTTE MECKLENBURG SCHOOLS IN SUPPORT OF TEACHERS AND EDUCATIONAL PROGRAMS.Expenses $1,875,817 · grants $1,637,562
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-0258541
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B112)
- Assets (IRS master file)
- $4,743,581
- Income (IRS master file)
- $3,455,333
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,378,391 | $2,170,690 | $4,743,581 | IRS |
| 990 | June 2024 | $2,587,340 | $1,706,391 | $3,353,867 | IRS |
| 990 | June 2023 | $1,292,506 | $1,653,238 | $2,324,495 | XML |
| 990 | June 2022 | $1,442,639 | $1,573,615 | $2,429,009 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-0258541).
Questions about CMS FOUNDATION
- What is the EIN of CMS FOUNDATION?
- The employer identification number (EIN) of CMS FOUNDATION is 20-0258541.
- Is CMS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to CMS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does CMS FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CMS FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CMS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CMS FOUNDATION?
- The 990 for the year ended June 30, 2025 names SONJA GANTT GIBSON.
- Who are the officers and directors of CMS FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does CMS FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,378,391, expenses of $2,170,690 and total assets of $4,743,581 at year end.
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