2025-12-15T15:13:27-06:00 2025-06-30 621046406 JOHNSON HICKEY & MURCHISON PC 2215 OLAN MILLS DRIVE CHATTANOOGA TN 37421 990 2024-07-01 621356764 CHATTANOOGAHAMILTON COUNTY PUBLIC EDUCATION FUND CHAT 4232659403 1651 S HOLTZCLAW AVENUE 201 CHATTANOOGA TN 37404 DANIEL D CHALLENER PRESIDENT 4232659403 2025-12-03 0 SHERRI ANDERSON P01228421 4237560052 2025-12-02 2024 2025-03-06 01:10:19Z PUBLIC EDUCATION FOUNDATION DANIEL D CHALLENER 1651 S HOLTZCLAW AVENUE SUITE 201 CHATTANOOGA TN 37404 12861300 0 X WWW.PEFCHATTANOOGA.ORG X 1988 TN TO IMPROVE STUDENT ACHIEVEMENT IN PUBLIC SCHOOLS 12 12 59 72 28773 27775 1297335 2164206 500 214120 907109 953312 9689 13711 2214633 3345349 948834 2028643 0 0 2508512 2738227 0 0 326375 1022745 1531958 4480091 6298828 -2265458 -2953479 21106592 18476795 5549775 5552828 15556817 12923967 X TO IMPROVE STUDENT ACHIEVEMENT IN PUBLIC SCHOOLS THROUGH HIGHLY EFFECTIVE TEACHING, STRONG LEADERSHIP, AND STRATEGIC PARTNERSHIPS SO THAT CHILDREN SUCCEED IN LEARNING AND IN LIFE. 0 0 1312935 515761 PROJECT INSPIRE - PROJECT INSPIRE IS A RIGOROUS TEACHER PREPARATION PROGRAM THAT BLENDS GRADUATE LEVEL COURSE WORK WITH A CLASSROOM APPRENTICESHIP AND ONE-ON-ONE COACHING WITH A HIGHLY EFFECTIVE TEACHER IN A HIGH-NEEDS CLASSROOM. OUR RESIDENTS COME FROM VARIOUS BACKGROUNDS WITH A FOCUS ON SCIENCE, TECHNOLOGY, ENGINEERING, OR MATH. OUR TEACHER RESIDENCY PROGRAMS PROVIDE PRACTICAL LEARNING, HANDS-ON EXPERIENCE, AND A SUPPORT NETWORK TEACHERS NEED TO BE SUCESSFUL. 631482 10472 GATEWAY SCHOLARS (CAMS) - GATEWAY SCHOLARS IS A MENTORSHIP PROGRAM THAT PAIRS HIGH SCHOOL STUDENTS WITH COLLEGE ADVANCEMENT MENTORS (CAMS) WHO SUPPORT THE STUDENTS TO AND THROUGH COLLEGE SUCCESS. CAMS PROVIDE TAILORED SERVICES TO STUDENTS AS THEY TRANSITION TO COLLEGE, PROMOTING SELF-ADVOCACY, A GROWTH MINDSET, AND ACADEMIC, SOCIAL, AND EMOTIONAL LEARNING. 1918587 1460705 VW ELABS - THE VW ELABS PROGRAM HAS PLACED HIGH-TECH LEARNING LABS IN 35 HAMILTON COUNTY SCHOOLS TO DATE. THESE LABS PROVIDE UNIQUE OPPORTUNITIES FOR THE DEVELOPMENT AND IMPLEMENTATION OF PROBLEM-BASED LEARNING CURRICULA. 1153483 41705 227831 OTHER PROGRAM SERVICES - STEP-UP, BLUE SKY, STEM, INNOVATIVE EDUCATOR, CAMP COLLEGE AND OTHER PROGRAMS DESIGNED TO PROVIDE PROFESSIONAL DEVELOPMENT TO TEACHERS AND SCHOOL ADMINISTRATORS WITH A FOCUS ON IMPROVING STUDENT ACHIEVEMENT. 1153483 41705 227831 5016487 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 58 0 1 59 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 TN X DANIEL D CHALLENER PRESIDENT 4232659403 1651 S HOLTZCLAW AVE SUITE 201 CHATTANOOGA TN 37404 JOHN F GERM CHAIR 3.00 X X 0 0 0 ROGER DICKSON VICE CHAIR 2.00 X X 0 0 0 H GRANT LAW JR TREASURER 3.00 X X 0 0 0 ASHLIE HENDERSON DIRECTOR 1.00 X 0 0 0 JACOB PRESTON DIRECTOR 1.00 X 0 0 0 TODD WOMACK DIRECTOR 1.00 X 0 0 0 ALAN L LEBOVITZ DIRECTOR 1.00 X 0 0 0 DR SUE ANNE WELLS DIRECTOR 1.00 X 0 0 0 DR FANNIE HEWLETT DIRECTOR 1.00 X 0 0 0 LISA IGLESIAS SECRETARY 1.00 X X 0 0 0 IAN LEAVY DIRECTOR 1.00 X 0 0 0 DR STEVEN ANGLE DIRECTOR 1.00 X 0 0 0 ROY VAUGHN DIRECTOR 1.00 X 0 0 0 DANIEL D CHALLENER PRESIDENT 45.00 X 269587 0 32991 LARRY STONE CHIEF FINANCIAL OFFICER 45.00 X 135750 0 18996 MICHAEL STONE VICE PRESIDENT 40.00 X 140439 0 18246 KEITH WHITE VICE PRESIDENT 40.00 X 111176 0 25888 J MICHELLE CALDWELL PROGRAM DIRECTOR 40.00 X 111198 0 16803 MARK NEAL PROGRAM DIRECTOR 40.00 X 110948 0 24685 KAYLA SHUGART DIRECTOR 40.00 X 115000 0 14613 994098 0 152222 7 0 1 0 STARTSOLE LLC 32334 LEGACY POINT PARKWAY AVON LAKE OH 44012 CONTRACTOR 136462 1 350618 1813588 2164206 EDUCATIONAL SERVICES 611710 214120 214120 214120 335230 28773 306457 10134033 9515951 618082 618082 618082 OTHER INCOME 611710 13711 13711 13711 3345349 227831 28773 924539 790660 790660 1237983 1237983 457324 114331 342993 1725217 1311070 231551 182596 555686 441444 81078 33164 23517 8120 15397 21600 21600 39405 39405 220798 195507 21456 3835 144791 112733 26480 5578 60846 42920 13334 4592 26957 24094 2863 167511 132485 26446 8580 268731 185074 66279 17378 PROFESSIONAL DEVELOPMEN 393023 321484 20587 50952 COMMUNICATIONS AND PUBL 164779 98582 46497 19700 6298828 5016487 955966 326375 123526 313581 510508 844160 242824 535269 32630 2773 745496 258991 545772 486505 5873162 3743459 8616679 7519480 5161491 5031568 21106592 18476795 405246 435563 5144529 5117265 5549775 5552828 X 5749881 5056084 9806936 7867883 15556817 12923967 21106592 18476795 -2953479 320629 0 X 0 1 X 1 1 1 X 3575951 3260520 2329883 1297335 2164206 12627895 3575951 3260520 2329883 1297335 2164206 12627895 1557231 11070664 258142 256659 290904 378864 306462 1491031 -5867 19834 11129 10399 28773 64268 24374 59366 5806 9689 13711 112946 14296140 633856 0.77440 0.73340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 10578469 1287466 2150550 9715385 11381980 1337191 2140702 10578469 11117992 1367189 1103201 11381980 13555993 -2071622 366379 11117992 11352273 3064916 861196 13555993 1 0 155163 19271 135892 239667 73216 166451 350666 166504 184162 486505 LIMITED PARTNERSHIPS 2188542 F EQUITIES 5330938 F 7519480 OTHER 51181 RIGHT-OF-USE ASSET 4980387 5031568 LEASE OBLIGATIONS 5117265 5117265 X 3626573 320629 320629 3305944 39405 39405 3345349 6259423 0 6259423 39405 39405 6298828 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE WORK AND MISSION OF THE CHATTANOOGA/HAMILTON COUNTY PUBLIC EDUCATION FUND. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE REQUIREMENTS OF PROFESSIONAL LITERATURE IN ACCOUNTING FOR UNCERTAIN TAX POSITIONS. UNDER THIS GUIDANCE, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN WHEN IT IS MORE THAN LIKELY THAT THE POSITION WILL NOT BE SUSTAINED. THE ORGANIZATION DOES NOT BELIEVE THERE ARE ANY MATERIAL UNCERTAIN TAX POSITIONS, AND, ACCORDINGLY,IT WILL NOT RECOGNIZE ANY LIABILITY FOR UNCERTAIN TAX POSITIONS. FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, THERE WERE NO INTEREST OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS. THE RETURNS FOR THE YEARS OF 2022 AND BEYOND REMAIN SUBJECT TO EXAMINATION. 1 HAMILTON COUNTY DEPARTMENT OF EDUCATION-TECHNOLOGY ASSISTANCE 3074 HICKORY VALLEY ROAD CHATTANOOGA TN 37421 626000638 501(C)(3) 280114 0 TO FUND VW ELABS FOR SEVEN SCHOOLS UNIVERSITY OF TENNESSEE KNOXVILLE 320 STUDENT SERVICES BLDG KNOXVILLE TN 37996 626001636 71603 0 TUITION FOR RESIDENTS EMERGENCY SUPPORT FOR STUDENTS 15 204407 GAP AND CAMP COLLEGE SCHOLARSHIPS + STUDENT EMERGENCY RELIEF 28 15177 STIPENDS TO REGIONAL TEACHERS PARTICIPATING AS STEM FELLOWS 34 18000 LIVING STIPEND FOR TEACHER RESIDENCY PROGRAM GRADUATES 15 329541 TEACHER STIPENDS (ELABS) 30 18250 TEACHER GRANT - CREATIVE CONNECT 9 4500 PART I, LINE 2: THE CHATTANOOGA/HAMILTON COUNTY PUBLIC EDUCATION FUND (PEF) WORKS CLOSELY WITH GRANT RECIPIENTS, THEIR FINANCIAL OFFICERS, AND APPROPRIATE DEPARTMENT HEADS TO ENSURE THAT GRANT FUNDS ARE UTILIZED AS STATED IN CONTRACTS. ANY CHANGES OR PROVISONS TO GRANT CONTRACTS ARE PRESENTED TO THE ORGANIZATIONS FOR APPROVAL, IF NECESSARY, AND DISCUSSED AND APPROVED BY THE PRESIDENT OF PEF. ANY CHANGES OR REVISIONS ARE PUT IN WRITING UPON MUTUAL APPROVAL. PEF PERSONNEL WORK WITH GRANTEES COLLABORATIVELY TO ENSURE THAT ALL FUNDS ARE UTILIZED AS CONTRACTUALLY OBLIGATED. X 1 1 X X X 0 0 0 0 0 0 0 0 0 DANIEL D CHALLENER PRESIDENT 259600 0 9987 0 0 0 19470 0 13521 0 302578 0 0 0 MICHAEL STONE VICE PRESIDENT 130439 0 10000 0 0 0 9783 0 8463 0 158685 0 0 0 LARRY STONE CHIEF FINANCIAL OFFICER 135750 0 0 0 0 0 10181 0 8815 0 154746 0 0 0 PART I, LINE 1A UNDER PRESIDENT'S CONTRACT, HE HAS A TRAVEL ALLOWANCE FOR FAMILY PURPOSES. PART I, LINE 3 PEF REVIEWS FORM 990 OF OTHER LOCAL AND NATIONAL ORGANIZATIONS TO BENCHMARK COMPENSATION. THE EXECUTIVE COMMITTEE FUNCTIONS AS THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY THE INDEPENDENT ACCOUNTING FIRM, THEN REVIEWED AND VERIFIED BY THE PRESIDENT AND CFO AND REVIEWED BY THE CHAIRMAN OF THE EXECUTIVE COMMITTEE. COPIES OF THE FORM ARE THEN SENT TO ALL MEMBERS OF THE EXECUTIVE COMMITTEE FOR REVIEW AND COMMENT. COPIES ARE MADE AVAILABLE TO ALL MEMBERS OF THE BOARD OF DIRECTORS. THE FINAL VERSION IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND ALL EMPLOYEES ARE REQUIRED ANNUALLY TO SIGN A CONFLICT OF INTEREST STATEMENT, DISCLOSING ALL APPLICABLE AFFILIATIONS. THESE STATEMENTS ARE REVIEWED ANNUALLY BY THE PRESIDENT AND EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD USING INFORMATION FROM COMPARABLE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.