2026-02-23T12:48:49-06:00 2025-06-30 392519050 ELLIOTT DAVIS ADVISORY LLC 500 EAST MOREHEAD STREET SUITE 700 CHARLOTTE NC 28202 990 2024-07-01 581311669 CHATTANOOGA STATE COMMUNITY COLLEGE FOUNDATION CHAT 4236974487 4501 AMNICOLA HIGHWAY CHATTANOOGA TN 374061097 TOM WHITE CHAIRMAN 4236974487 2026-02-20 1 1 JANICE A RATICA P00358837 7043338881 2026-02-21 2024 2025-03-06 01:10:19Z TOM WHITE 4501 AMNICOLA HIGHWAY CHATTANOOGA TN 374061097 2616931 0 X N/A X 1978 TN TO SUPPORT AND ADVANCE THE GOALS IN SUPPORT OF THE MISSION OF CHATTANOOGA STATE COMMUNITY COLLEGE. 17 17 0 17 64720 47031 502224 1852955 0 0 310959 660852 -8679 -5687 804504 2508120 697997 877242 0 0 0 0 0 0 0 74995 87343 772992 964585 31512 1543535 11033138 13157946 80213 68722 10952925 13089224 TO BENEFIT AND CARRY OUT THE EDUCATIONAL PURPOSES OF CHATTANOOGA STATE COMMUNITY COLLEGE. 0 0 511522 511522 PROVIDE FUNDING TO MEET THE NEEDS OF APPROXIMATELY 25 DEPARTMENTS/PROGRAMS AT CHATTANOOGA STATE COMMUNITY COLLEGE. ITEMS TYPICALLY PROVIDED INCLUDE SUPPLIES AND/OR EQUIPMENT. 361970 361970 PROVIDE SCHOLARSHIPS FOR APPROXIMATELY 141 STUDENTS OF CHATTANOOGA STATE COMMUNITY COLLEGE. 3750 3750 PROVIDE FUNDING FOR 5 FACULTY/STAFF EXCELLENCE AWARDS, AND FUNDING FOR OTHER FACULTY/STAFF DEVELOPMENT. 877242 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 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 0 0 0 X SUSAN JOSEPH 4236973136 4501 AMNICOLA HIGHWAY CHATTANOOGA TN 374061097 X BRAD COBB BOARD MEMBER 0.50 X 0 0 0 EDNA VARNER BOARD MEMBER 0.50 X 0 0 0 E DENNIS CULVER BOARD MEMBER 0.50 X 0 0 0 CHRISTOPHER A HOPKINS BOARD MEMBER 0.50 X 0 0 0 JAY DALE BOARD MEMBER 0.50 X 0 0 0 ANGEL MOORE BOARD MEMBER 0.50 X 0 0 0 TOM WHITE BOARD MEMBER 0.50 X 0 0 0 MARICELA RODRIGUEZ DDS BOARD MEMBER 0.50 X 0 0 0 DANA B PERRY BOARD MEMBER 0.50 X 0 0 0 JULIE ELSEA BOARD MEMBER 0.50 X 0 0 0 DAVID WADE BOARD MEMBER 0.50 X 0 0 0 MARCUS JONES BOARD MEMBER 0.50 X 0 0 0 TIFFANIE ROBINSON BOARD MEMBER 0.50 X 0 0 0 DEBBIE WHITMIRE BOARD MEMBER 0.50 X 0 0 0 ROWENA BELCHER CHAIRMAN 1.00 X X 0 0 0 LARRY PARKS TREASURER 0.50 X X 0 0 0 LESLIE GOWER SECRETARY 0.50 X X 0 0 0 0 0 0 0 0 0 0 0 124520 1728435 1852955 276860 64720 212140 455386 71394 383992 383992 383992 31730 124520 37417 -5687 -5687 2508120 0 64720 590445 877242 877242 6000 6000 71394 71394 3957 3957 3612 3612 1880 1880 TAXES 500 500 964585 877242 87343 0 765834 651542 453951 1112275 9813353 11394129 11033138 13157946 80213 68722 80213 68722 X 1375488 1574012 9577437 11515212 10952925 13089224 11033138 13157946 1543535 592764 0 X 0 0 0 X 774687 662984 625016 502225 1852955 4417867 774687 662984 625016 502225 1852955 4417867 476112 3941755 104582 128514 177109 224753 276860 911818 21466 13433 10988 6471 64720 117078 20000 316 20316 5467079 0.72100 0.56530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7347181 1098063 975005 197479 9222770 6416390 93764 928451 91424 7347181 5927850 101415 620330 233205 6416390 7270066 57250 -987540 411926 5927850 5351508 446424 1631517 159383 7270066 0.12025 0.52572 0.35403 0 0 0 HEDGE FUND LIMITED PARTNERSHIP 1217334 F US TREASURY 286050 F CORPORATE STOCK 3779046 F CORPORATE BONDS 176706 F MUTUAL FUND BONDS 2055312 F MUTUAL EQUITY FUNDS 3879681 F 11394129 DINNER OF FIRSTS 156250 124520 31730 32007 5410 156250 124520 31730 32007 5410 37417 -5687 1 CHATTANOOGA STATE COMMUNITY COLLEGE 4501 AMNICOLA HIGHWAY CHATTANOOGA TN 37406 620725362 115 877242 0 FMV SUPPORT FOR SCHOLARSHIPS, SUPPLIES AND FACULTY 1 0 PART I, LINE 2: THE FOUNDATION MAINTAINS FILES OF APPROVED EXPENDITURE REQUEST FORMS. THESE FORMS SHOW THE PURPOSE/CRITERIA OF THE FUNDS AND THE EXPLANATION OF THE REQUEST. IT IS REVIEWED FOR ELIGIBILITY, APPROVED AND SIGNED. SCHOLARSHIPS ARE AWARDED AMONGST INDIVIDUALS WHO ATTEND THE COLLEGE AND SUBMIT A SCHOLARSHIP APPLICATION. THE APPLICANTS ARE REVIEWED BASED ON SELECTION CRITERIA, WHICH ARE DETAILED IN THE FOUNDATION SCHOLARSHIP POLICY. NO MONEY ACTUALLY GOES TO THE RECIPIENT - THE FUNDS ARE CREDITED TO THE STUDENTS ACCOUNT, THEN THE COLLEGE BILLS THE FOUNDATION FOR THE TOTAL AMOUNT CREDITED FOR THAT PARTICULAR SEMESTER FOR ALL STUDENTS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD CHAIR FOR REVIEW AND SIGNATURE, AND IT IS MADE AVAILABLE TO THE ENTIRE BOARD FOR INSPECTION AND REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER REVIEWS AND ACKNOWLEDGES THE CONFLICTS OF INTEREST POLICY ON AN ANNUAL BASIS. ANY POTENTIAL CONFLICTS ARE REVIEWED BY THE CHAIRMAN OF THE BOARD, AND IN THE EVENT A CONFLICT OF INTEREST ACTUALLY EXISTS, THE INTERESTED PERSON IS REQUIRED TO RECUSE HIMSELF/HERSELF FROM ALL DISCUSSIONS ON VOTE ON THE MATTER. ANY PROPOSED TRANSACTION IN WHICH A CONFLICT OF INTEREST HAS BEEN IDENTIFIED MUST BE APPROVED BY THE MAJORITY OF THE DISINTERESTED MEMBERS OF THE BOARD OR THE APPROPRIATE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION DOES NOT HAVE ANY EMPLOYEES. INSTEAD, INDIVIDUALS WHO PERFORM SERVICES FOR THE FOUNDATION ARE EMPLOYED BY THE COLLEGE. THE FOUNDATION PAYS A SHARED SERVICE AGREEMENT FEE AND REIMBURSES THE COLLEGE FOR CERTAIN ADMINISTRATIVE EXPENSES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.