Nonprofit · EIN 62-1356764
CHATTANOOGA-HAMILTON COUNTY PUBLIC EDUCATION FUND
Also known as PUBLIC EDUCATION FOUNDATION-PEF
Tax-exempt · CHATTANOOGA, TN 37404
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,345,349 | $6,298,828 | -$2,953,479 | $18,476,795 | $5,552,828 | $12,923,967 |
| June 30, 2024 | 990 | $2,214,633 | $4,480,091 | -$2,265,458 | $21,106,592 | $5,549,775 | $15,556,817 |
| June 30, 2023 | 990 | $2,845,428 | $4,569,423 | -$1,723,995 | $17,474,311 | $418,932 | $17,055,379 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,164,206
- of which government grants
- $350,618
- Program service revenue
- $214,120
- Investment income
- $953,312
- Net gain from sales of assets
- $618,082
- Other revenue
- $13,711
Expenses
- Grants and similar amounts paid
- $2,028,643
- Compensation of officers, directors and key employees
- $457,324
- Other salaries and wages
- $1,725,217
- Salaries, compensation and benefits (total)
- $2,738,227
- Professional fundraising fees
- $0
- Legal fees
- $23,517
- Accounting fees
- $21,600
- Occupancy
- $60,846
- Travel
- $26,957
- Depreciation
- $268,731
- Program services (functional)
- $5,016,487
- Management and general (functional)
- $955,966
- Fundraising (functional)
- $326,375
Balance sheet and other
- Total assets, start of year
- $21,106,592
- Total assets, end of year
- $18,476,795
- Total liabilities, end of year
- $5,552,828
- Net assets, end of year
- $12,923,967
- Land, buildings and equipment
- $486,505
- Publicly traded securities
- $3,743,459
- Net assets without donor restrictions
- $5,056,084
- Net assets with donor restrictions
- $7,867,883
- Gross unrelated business income
- $28,773
- Gross receipts
- $12,861,300
- Employees
- 59
- Volunteers
- 72
- Year formed
- 1988
- State of legal domicile
- TN
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 |
|---|---|---|---|---|
| DANIEL D CHALLENER | PRESIDENT Officer | 45 | $269,587 | $32,991 |
| MICHAEL STONE | VICE PRESIDENT Highest-paid employee | 40 | $140,439 | $18,246 |
| LARRY STONE | CHIEF FINANCIAL OFFICER Officer | 45 | $135,750 | $18,996 |
| KEITH WHITE | VICE PRESIDENT Highest-paid employee | 40 | $111,176 | $25,888 |
| MARK NEAL | PROGRAM DIRECTOR Highest-paid employee | 40 | $110,948 | $24,685 |
| KAYLA SHUGART | DIRECTOR Highest-paid employee | 40 | $115,000 | $14,613 |
| J MICHELLE CALDWELL | PROGRAM DIRECTOR Highest-paid employee | 40 | $111,198 | $16,803 |
| JOHN F GERM | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| ROGER DICKSON | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| H GRANT LAW JR | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| ASHLIE HENDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACOB PRESTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TODD WOMACK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALAN L LEBOVITZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR SUE ANNE WELLS | DIRECTOR Trustee or director | 1 | $0 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR FANNIE HEWLETT | DIRECTOR Trustee or director | 1 | $0 |
| LISA IGLESIAS | SECRETARY Trustee or director, Officer | 1 | $0 |
| IAN LEAVY | DIRECTOR Trustee or director | 1 | $0 |
| DR STEVEN ANGLE | DIRECTOR Trustee or director | 1 | $0 |
| ROY VAUGHN | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL D CHALLENER | PRESIDENT Officer | 45 | $263,800 | $30,981 |
| LARRY STONE | CHIEF FINANCIAL OFFICER Officer | 45 | $119,665 | $17,008 |
| MICHAEL STONE | VICE PRESIDENT Highest-paid employee | 40 | $111,269 | $23,728 |
| KEITH WHITE | VICE PRESIDENT Highest-paid employee | 40 | $109,249 | $24,514 |
| J MICHELLE CALDWELL | PROGRAM DIRECTOR Highest-paid employee | 40 | $107,090 | $16,468 |
| JOHN F GERM | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| ROGER DICKSON | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| H GRANT LAW JR | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| ASHLIE HENDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACOB PRESTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR YANCY FREEMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TODD WOMACK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALAN L LEBOVITZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR SUE ANNE WELLS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR FANNIE HEWLETT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA IGLESIAS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| IAN LEAVY | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DANIEL D CHALLENER | PRESIDENT Officer | 45 | $254,539 | $29,434 |
| KEITH WHITE | VICE PRESIDENT Highest-paid employee | 40 | $105,286 | $23,832 |
| MICHAEL STONE | VP AND PROGRAM DIRECTOR Highest-paid employee | 40 | $106,685 | $22,278 |
| LARRY STONE | CFO Officer | 45 | $109,953 | $15,772 |
| J MICHELLE CALDWELL | PROGRAM DIRECTOR Highest-paid employee | 40 | $102,895 | $15,969 |
| JOHN F GERM | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| ROGER DICKSON | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| H GRANT LAW JR | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| ASHLIE HENDERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JACOB PRESTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR YANCY FREEMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TODD WOMACK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALAN L LEBOVITZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR SUE ANNE WELLS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR FANNIE HEWLETT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA IGLESIAS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| IAN LEAVY | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1651 S HOLTZCLAW AVE STE 201, CHATTANOOGA, TN 37404-4823
- Principal officer (990 for 2024)
- DANIEL D CHALLENER, 1651 S HOLTZCLAW AVENUE SUITE 201, CHATTANOOGA, TN 37404
- Signed the 990
- DANIEL D CHALLENER, PRESIDENT
- Phone
- (423) 265-9403
- Website
- WWW.PEFCHATTANOOGA.ORG
- Return prepared by
- JOHNSON HICKEY & MURCHISON PC
Mission
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.
Program accomplishments
- 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.Expenses $1,312,935 · grants $515,761
- 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.Expenses $631,482 · grants $10,472
- 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.Expenses $1,918,587 · grants $1,460,705
- 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.Expenses $1,153,483 · grants $41,705 · revenue $227,831
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
- 62-1356764
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1989
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B20I)
- Assets (IRS master file)
- $18,476,795
- Income (IRS master file)
- $12,861,300
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,345,349 | $6,298,828 | $18,476,795 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $2,214,633 | $4,480,091 | $21,106,592 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $2,845,428 | $4,569,423 | $17,474,311 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | 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 62-1356764).
Questions about CHATTANOOGA-HAMILTON COUNTY PUBLIC EDUCATION FUND
- What is the EIN of CHATTANOOGA-HAMILTON COUNTY PUBLIC EDUCATION FUND?
- The employer identification number (EIN) of CHATTANOOGA-HAMILTON COUNTY PUBLIC EDUCATION FUND is 62-1356764.
- Is CHATTANOOGA-HAMILTON COUNTY PUBLIC EDUCATION FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to CHATTANOOGA-HAMILTON COUNTY PUBLIC EDUCATION FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CHATTANOOGA-HAMILTON COUNTY PUBLIC EDUCATION FUND 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 CHATTANOOGA-HAMILTON COUNTY PUBLIC EDUCATION FUND 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 CHATTANOOGA-HAMILTON COUNTY PUBLIC EDUCATION FUND 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 CHATTANOOGA-HAMILTON COUNTY PUBLIC EDUCATION FUND?
- The 990 for the year ended June 30, 2025 names DANIEL D CHALLENER.
- Who are the officers and directors of CHATTANOOGA-HAMILTON COUNTY PUBLIC EDUCATION FUND?
- The 990 for the year ended June 30, 2025 lists 20 people; 7 received compensation from the organization, the highest $269,587 (DANIEL D CHALLENER, PRESIDENT).
- How much revenue does CHATTANOOGA-HAMILTON COUNTY PUBLIC EDUCATION FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,345,349, expenses of $6,298,828 and total assets of $18,476,795 at year end.
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- UNIVERSITY OF CHATTANOOGA FOUNDATION INC EIN 62-0476521 · last filed 990 for 2025
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- CHATTANOOGA CHRISTIAN SCHOOL INC EIN 62-0840156 · last filed 990 for 2025
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