Nonprofit · EIN 56-0812560
CAROLINA FRIENDS SCHOOL
Tax-exempt · DURHAM, NC 27705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $17,605,330 | $18,532,732 | -$927,402 | $46,474,296 | $10,420,708 | $36,053,588 |
| June 30, 2024 | 990 | $16,054,025 | $17,861,140 | -$1,807,115 | $46,671,754 | $10,253,871 | $36,417,883 |
| June 30, 2023 | 990 | $16,601,253 | $15,680,013 | $921,240 | $47,313,984 | $9,886,499 | $37,427,485 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,862,197
- Program service revenue
- $14,650,148
- Investment income
- $1,092,590
- Net gain from sales of assets
- $429,679
- Other revenue
- $395
Expenses
- Grants and similar amounts paid
- $2,724,693
- Compensation of officers, directors and key employees
- $633,901
- Other salaries and wages
- $8,540,175
- Salaries, compensation and benefits (total)
- $12,359,180
- Professional fundraising fees
- $0
- Legal fees
- $33,303
- Accounting fees
- $44,850
- Occupancy
- $191,537
- Depreciation
- $719,052
- Program services (functional)
- $16,333,651
- Management and general (functional)
- $1,710,992
- Fundraising (functional)
- $488,089
Balance sheet and other
- Total assets, start of year
- $46,671,754
- Total assets, end of year
- $46,474,296
- Total liabilities, end of year
- $10,420,708
- Net assets, end of year
- $36,053,588
- Land, buildings and equipment
- $14,502,201
- Publicly traded securities
- $24,614,100
- Net assets without donor restrictions
- $15,579,731
- Net assets with donor restrictions
- $20,473,857
- Gross receipts
- $17,608,159
- Employees
- 340
- Volunteers
- 75
- Year formed
- 1962
- 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 | Other / benefits |
|---|---|---|---|---|
| KAREN CUMBERBATCH | HEAD OF SCHOOL Officer | 40 | $257,501 | $25,557 |
| JOHN SHARON | ASSISTANT HEAD OF SCHOOL LEARNING Officer | 40 | $129,086 | $20,914 |
| ANNA FAATILIGA | DIRECTOR OF FINANCE Officer | 40 | $85,899 | $7,955 |
| JOHN RICHARDSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| REBECCA PALMER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MC RAGSDALE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARK KUHN | BOARD CLERK Trustee or director, Officer | 2 | $0 | $0 |
| MARGARET CAMPION | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LAURA YOUNG | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LAMANDA PRYOR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TABITHA BLACKWELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SUSAN NEWCOMER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| IAN JENNINGS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JILL TIKKUN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ERIC GRAVES | DIRECTOR Trustee or director | 2 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID HAINES | DIRECTOR Trustee or director | 2 | $0 |
| CORT BENNETT | DIRECTOR Trustee or director | 2 | $0 |
| CINDY COVINGTON | DIRECTOR Trustee or director | 2 | $0 |
| CHARI SMITH | DIRECTOR Trustee or director | 2 | $0 |
| BILL O'CONNNOR | BOARD SECRETARY Trustee or director, Officer | 2 | $0 |
| ROCKY ANCONA | DIRECTOR Trustee or director | 2 | $0 |
| SHEILAH THOMAS | DIRECTOR Trustee or director | 2 | $0 |
| WAYNE HOLDEN | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KAREN CUMBERBATCH | HEAD OF SCHOOL Officer | 40 | $246,814 | $23,345 |
| EMILY ERNST LUNNE | DIRECTOR OF FINANCE Officer | 40 | $168,599 | $7,537 |
| BILL O'CONNNOR | BOARD SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ROCKY ANCONA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARGARET CAMPION | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID HAINES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SUSAN NEWCOMER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SHEILAH THOMAS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| REBECCA PALMER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| WAYNE HOLDEN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOHN RICHARDSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARK KUHN | BOARD CLERK Trustee or director, Officer | 2 | $0 | $0 |
| JOHN BELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JILL TIKKUN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| IAN JENNINGS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ERIC GRAVES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| TABITHA BLACKWELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JULIA CLEAVER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LAMANDA PRYOR | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LAURA YOUNG | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANNA FAATILIGA | CONTROLLER (06/10/24-CURRENT) Officer | 40 | $0 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KAREN CUMBERBATCH | HEAD OF SCHOOL Officer | 40 | $235,011 | $21,172 |
| EMILY ERNST LUNNE | DIRECTOR OF FINANCE Officer | 40 | $142,980 | $6,919 |
| MARK KUHN | BOARD CLERK Trustee or director, Officer | 2 | $0 | $0 |
| BILL O'CONNNOR | BOARD SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| JOHN BELL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARGARET CAMPION | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JULIA CLEAVER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ERIC GRAVES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DAVID HAINES | DIRECTOR Trustee or director | 2 | $0 | $0 |
| IAN JENNINGS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ANNIE KAO | DIRECTOR Trustee or director | 2 | $0 | $0 |
| REBECCA PALMER | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JOHN RICHARDSON | DIRECTOR Trustee or director | 2 | $0 | $0 |
| CHARI SMITH | DIRECTOR Trustee or director | 2 | $0 | $0 |
| JILL TIKKUN | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SHEILAH THOMAS | DIRECTOR Trustee or director | 2 | $0 | $0 |
| LAURA YOUNG | DIRECTOR Trustee or director | 2 | $0 | $0 |
| MARTHA KLOPFER | EMERITI Trustee or director | 2 | $0 | $0 |
| PETER KLOPFER | EMERITI Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4809 FRIENDS SCHOOL RD, DURHAM, NC 27705-8193
- Principal officer (990 for 2024)
- KAREN CUMBERBATCH, 4809 FRIENDS SCHOOL ROAD, DURHAM, NC 27705
- Signed the 990
- KAREN CUMBERBATCH, HEAD OF SCHOOL
- Phone
- (919) 383-6602
- Website
- WWW.CFSNC.ORG
- Return prepared by
- THOMAS JUDY & TUCKER PA
Mission
CAROLINA FRIENDS SCHOOL IS A VIBRANT AND INCLUSIVE LEARNING COMMUNITY EMPOWERING STUDENTS TO THINK CRITICALLY, CREATIVELY, AND INDEPENDENTLY. WE FOSTER ACTIVE EXPLORATION AND QUIET REFLECTION, INDIVIDUAL ENDEAVOR AND COLLABORATIVE ENGAGEMENT. INSPIRED BY QUAKER VALUES PURSUIT OF TRUTH, RESPECT FOR ALL, PEACEFUL RESOLUTION OF CONFLICT, SIMPLICITY, THE CALL TO SERVICE, WE TEACH OUR CHILDREN THAT IT IS POSSIBLE TO CHANGE THE WORLD.
Program accomplishments
- PROVIDE EDUCATION TO STUDENTS FROM PRESCHOOL (3 YEARS OLD) THROUGH UPPER SCHOOL (12TH GRADE). AT CAROLINA FRIENDS SCHOOL, LEARNING IS DYNAMIC, EXPERIENTIAL, AND INTERACTIVE. STUDENTS ENCOUNTER OPEN-ENDED QUESTIONS, UNDERTAKE ORIGINAL PROJECTS OF REAL RELEVANCE, EXPLORE THE NATURAL WORLD, AND IMMERSE THEMSELVES IN SERVICE LEARNING. IN DOING SO, THEY BUILD IMPRESSIVE POWERS OF CRITICAL, CREATIVE, AND INDEPENDENT THINKING AND EXPRESSION. IT IS EXCEPTIONAL EDUCATION SHAPED BY A CLEAR SET OF BELIEFS, A COMMITMENT TO QUAKER VALUES, A LOVE OF CHILDREN, AND A SENSE OF HOPE FOR THE COMMUNITIES, LOCAL AND GLOBAL, THEY WILL SOON LEAD AND SERVE. AT THE END OF THE SCHOOL YEAR 2024/2025, THERE WERE 490 STUDENTS ENROLLED IN THE SCHOOL.Expenses $14,797,964 · grants $2,724,693 · revenue $13,354,307
- AUXILIARY SERVICES FOR CAROLINA FRIENDS SCHOOL INCLUDE AFTER-SCHOOL CARE, SUMMER PROGRAMS, AND ENRICHMENT PROGRAMS. IN ADDITION TO AUXILIARY SERVICES, EXPENSES INCLUDE THOSE SUPPORTING SPORTS PROGRAMS, LIBRARY SERVICES, AND SUPPORTING LEARNING NEEDS. AFTER-SCHOOL CARE IS OFFERED IN THE LOWER AND MIDDLE SCHOOLS UNTIL 5:45 PM EACH SCHOOL DAY. OUR SUMMER PROGRAMS OFFER A VARIETY OF WEEKLY CAMPS TO THE COMMUNITY. THE CAMPS ARE EXTREMELY SUCCESSFUL AND PROVIDE AN OUTREACH TO A WIDE VARIETY OF FAMILIES IN THE AREA. THERE WERE APPROXIMATELY 1,114 STUDENTS INVOLVED IN AUXILIARY ACTIVITIES IN SCHOOL YEAR 2024/2025. MANY STUDENTS ARE INVOLVED IN MORE THAN ONE ACTIVITY. ENRICHMENT PROGRAMS INCLUDE AFTER-SCHOOL "FUN SHOPS" IN ART, SCIENCE, SPORTS, AND MUSIC LESSONS. PEACEFUL SCHOOLS NC PROVIDES PROFESSIONAL DEVELOPMENT, CONSULTING, STUDENT PROGRAMS, AND FAMILY SUPPORT TO FOSTER POSITIVE RELATIONSHIPS IN SCHOOL COMMUNITIES SO THAT ALL MEMBERS CAN THRIVE.Expenses $1,535,687 · revenue $1,296,236
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
- 56-0812560
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1965
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $46,474,296
- Income (IRS master file)
- $17,608,159
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $17,605,330 | $18,532,732 | $46,474,296 | XML |
| 990 | June 2024 | $16,054,025 | $17,861,140 | $46,671,754 | IRS |
| 990 | June 2023 | $16,601,253 | $15,680,013 | $47,313,984 | XML |
| 990 | June 2022 | $15,941,708 | $14,009,389 | $44,868,357 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 56-0812560).
Questions about CAROLINA FRIENDS SCHOOL
- What is the EIN of CAROLINA FRIENDS SCHOOL?
- The employer identification number (EIN) of CAROLINA FRIENDS SCHOOL is 56-0812560.
- Is CAROLINA FRIENDS SCHOOL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1965.
- Are donations to CAROLINA FRIENDS SCHOOL tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CAROLINA FRIENDS SCHOOL 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 CAROLINA FRIENDS SCHOOL 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 CAROLINA FRIENDS SCHOOL 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 CAROLINA FRIENDS SCHOOL?
- The 990 for the year ended June 30, 2025 names KAREN CUMBERBATCH.
- Who are the officers and directors of CAROLINA FRIENDS SCHOOL?
- The 990 for the year ended June 30, 2025 lists 23 people; 3 received compensation from the organization, the highest $257,501 (KAREN CUMBERBATCH, HEAD OF SCHOOL).
- How much revenue does CAROLINA FRIENDS SCHOOL have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $17,605,330, expenses of $18,532,732 and total assets of $46,474,296 at year end.
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