Educational Foundation Inc
Donations deductibleEducational Foundation Inc's network
27 people17 organisationsi27 people and 17 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (27). Violet dotted lines (21) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
27 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 25 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Don Williams Chair | Chair | 2018 | 8 yrs |
| Steve Vetter Chair | Past Chair | 2018 | 8 yrs |
| Alan Caldwell | Executive Board MBR | 2021 | 5 yrs |
| Alge Crumpler | Executive Board MBR. | 2020 | 6 yrs |
| Anne Lloyd | Vice Chair | 2019 | 7 yrs |
| Aurelia Stafford Monk | Executive Board MBR | 2023 | 3 yrs |
| Brian Golson | Executive Board MBR | 2022 | 4 yrs |
| Dave Boliek | Executive Board MBR | 2022 | 4 yrs |
| David Routh | Executive Board MBR | 2018 | 8 yrs |
| Dewey Burke | Executive Board MBR | 2023 | 3 yrs |
| Don Hardison | Executive Board MBR | 2021 | 5 yrs |
| Donna Curtis McClatchey | Executive Board MBR | 2022 | 4 yrs |
| Dwight Stone | Executive Board MBR | 2019 | 7 yrs |
| Frank Brenner | Executive Board MBR | 2018 | 8 yrs |
| IV Culp | Executive Board MBR | 2022 | 4 yrs |
| Jim Sigman | Executive Board MBR | 2019 | 7 yrs |
| Ken Williams | Executive Board MBR | 2018 | 8 yrs |
| Lowry Caudill | Executive Board MBR | 2021 | 5 yrs |
| Melanie Biese | Executive Board MBR | 2020 | 6 yrs |
| Michael Andreasen | Executive Board MBR | 2023 | 3 yrs |
| Michael Kennedy | Executive Board MBR | 2022 | 4 yrs |
| Milt Petty | Treasurer | 2022 | 4 yrs |
| Ralph Meekins | Executive Board MBR | 2022 | 4 yrs |
| Sharon Rothwell | Executive Board MBR | 2021 | 5 yrs |
| Tom Chewning | Executive Board MBR | 2021 | 5 yrs |
| Tom Mann | Company secretary | 2018 | 8 yrs |
| Vaughn Moore | Executive Board MBR | 2020 | 6 yrs |
Officers and senior leadership
14 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Brian Bersticker | Director of Member Services | 2023 |
| Dawn McPherson | Direct of Campaign Operations | since 2018 |
| Diane Aldridge | CFO & General Counsel | since 2018 |
| Emily Coble | Senior Director of Finance | since 2022 |
| Emily Stevens | Major Gifts Director | since 2022 |
| Eric Montross | Senior Director of Principal Gifts | since 2018 |
| Gary Burns | Senior Director of Major Gifts | since 2018 |
| James Richards | Major Gifts Director | 2023 |
| John Montgomery | Executive Director | since 2018 |
| Ken Mack | Sr Assoc Exec Dir Lead Gifts | since 2018 |
| Matt Terrell | Chief Strategy & Comms Officer | since 2018 |
| Seth Reeves | Major Gifts Director | since 2019 |
| Sue W Stankavage | Assoc Exec Dir Scholarship | since 2018 |
| TIM Smith | Deputy Director | since 2018 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| John Montgomery | Executive Director | 40 | $554k | $37k | |
| Ken Mack | Sr Assoc Exec Dir Lead Gifts | 40 | $273k | $36k | |
| Diane Aldridge | CFO & General Counsel | 40 | $268k | $31k | |
| Seth Reeves | Chief Revenue Officer | 40 | $244k | $27k | |
| Elizabeth Mackethan | Senior Philanthropy Officer | 40 | $230k | $22k | |
| Matt Terrell | Chief Strategy & Comms Officer | 40 | $213k | $31k | |
| Gary Burns | Senior Associate of Major Gifts | 40 | $186k | $30k | |
| Emily Stevens | Major Gifts Director | 40 | $170k | $25k | |
| James Richards | Senior Director of Major Gifts | 40 | $143k | $20k | |
| Brian Bersticker | Director of Member Services | 40 | $128k | $25k | |
| Emily Coble | Senior Director of Finance | 40 | $120k | $21k | |
| Anne Lloyd | Chair | 0 | $0 | ||
| Tom Chewning | Executive Board MBR | 0 | $0 | ||
| Todd Pope | Executive Board MBR | 0 | $0 | ||
| Susan Gross | Executive Board MBR | 0 | $0 | ||
| Steve Vetter | Executive Board MBR | 0 | $0 | ||
| Rob Bizzell | Executive Board MBR | 0 | $0 | ||
| Ralph Meekins | Executive Board MBR | 0 | $0 | ||
| Milt Petty | Treasurer | 0 | $0 | ||
| Michael Kennedy | Executive Board MBR | 0 | $0 | ||
| Michael Andreasen | Executive Board MBR | 0 | $0 | ||
| Lowry Caudill | Executive Board MBR | 0 | $0 | ||
| Keith Stoneman | Executive Board MBR | 0 | $0 | ||
| Jim Sigman | Vice Chair | 0 | $0 | ||
| Tom Mann | Secretary | 0 | $0 | ||
| IV Culp | Executive Board MBR | 0 | $0 | ||
| Vaughn Moore | Executive Board MBR | 0 | $0 | ||
| Donna Curtis McClatchey | Executive Board MBR | 0 | $0 | ||
| Aurelia Stafford Monk | Executive Board MBR | 0 | $0 | ||
| Brian Golson | Executive Board MBR | 0 | $0 | ||
| Dave Boliek | Executive Board MBR (1/2 Year) | 0 | $0 | ||
| Eileen Brumback | Executive Board MBR | 0 | $0 | ||
| Dewey Burke | Executive Board MBR | 0 | $0 | ||
| Dwight Stone | Executive Board MBR | 0 | $0 | ||
| Frank Brenner | Executive Board MBR | 0 | $0 | ||
| Don Williams | Past Chair | 0 | $0 |
Colorado roster
27 listediOfficers, directors and trustees from the latest filing with the Colorado Secretary of State (document 20183018175). Titles are as filed; some entries are registered agents or custodians of records rather than board members. Source: data.colorado.gov, public domain.| Name | Title as filed |
|---|---|
| Ken Williams | Investment Committee |
| Bill Bunch | Ex-Officio Member |
| Don Williams | Investment Committee |
| Frank Brenner | At-Large Member |
| Ralph Teal | At-Large-Member |
| Laura Scott | At-Large Member |
| Steve Vetter | Vice Chair |
| David Routh | Vice Chancellor for Development |
| Chuck Duckett | At-Large Member |
| Vanessa Wittman | At-Large Member |
| Steve Lerner | At-Large Member |
| Keith Stoneman | At-Large Member |
| Chris Smith | Investment Committee |
| Bubba Cunningham | Ex-Officio Member |
| Lowry Caudill | Past Chair |
| Cathy Carter Morris | At-Large-Member |
| Henry Smith | At-Large Member |
| Stoney Sellars | At-Large Member |
| Munroe Cobey | Investment Committee\ |
| Paul Friga | Ex-Officio Member |
| Todd Pope | Chair |
| Diane Aldridge | Custodian of Financial Records |
| Lissa Broome | Ex-Officio Member |
| Milt Petty | Treasurer |
| Tom Mann | Secretary |
| Todd Pope | Chairman |
| Allen Wilson | Investment Committee |
About
- Legal name
- Educational Foundation Inc
- EIN
- 566058412
- Address
- 450 Skipper Bowles Dr, Chapel Hill, NC, 27514-3433
- State
- North Carolina
- Mission
- (as filed on the Form 990)
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Size band
- 9 (IRS master file code)
- Formed
- 1938
- Principal officer
- John Montgomery (as named on the Form 990)
- IRS ruling date
- 1 October 1939
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2023
- IRS Publication 78
- PC (contributions deductible)
Most connected
Related organisations (Schedule R)
Longest observed on the filings
≥8years on the filingsDon Williams
≥8years on the filingsSteve Vetter
≥8years on the filingsDavid Routh
≥8years on the filingsFrank Brenner
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $251.3m
- Total liabilities
- $98.6m
- Net assets or fund balances
- $152.7m
- Contributions and grants received
- $91.3m
- Program service revenue
- $0
- Grants and similar paid out
- $47.7m
- Employees
- 63
- Volunteers
- 200
Grants paid
1 listediFrom Schedule I of the Form 990: grants and assistance to organisations in the United States, largest first (up to 25). Schedule I is filed only by organisations that gave more than $5,000 to any one recipient.| Recipient | Purpose | Amount |
|---|---|---|
| Unc Chapel Hill | Scholarships, construction, and other financial assistance. | $47.7m |