HomeMy WebLinkAbout2016-441-E Arts - Chapel Hill Public School Foundation - Spring 2016 Arts Grant Agreement DocuSign Envelope ID:6C7481ED-CO2A-4C8F-8C27-60EB29F5963C
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SPRING, 2016 GRANT AGREEMENT
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THIS AGREEMENT, entered into this 5th day of August, 2016, by and between Orange County
("County"), by and through the Orange County Arts Commission ("Arts Commission") and
Chapel Hill Public School Foundation ("Grant Recipient").
WHEREAS, the Arts Commission is a countywide arts agency that ensures the growth of
local arts experiences by providing funding and support for diverse high quality programs and
projects.
WHEREAS, the Arts Commission administers the Spring and Fall Arts Grants Program
to provide economic opportunities to Orange County artists and non-profit organizations
coordinating arts projects benefiting the citizens of Orange County.
WHEREAS, the Spring Arts Grants Program is supported by Arts Commission with
funds from the Grassroots Program of the North Carolina Arts Council, an agency of the
Department of Cultural Resources and the National Endowment for the Arts.
WHEREAS, the Grant Recipient was selected by the Arts Commission to receive the
Spring Arts Grant through the procedures duly adopted by the Arts Commission; and
WHEREAS, both parties wish to promote and maintain the integrity and clarity of the
Grant Recipient's ideas and statements and delineate the Grant Recipient's obligations to the
County;
NOW, THEREFORE, the County and the Grant Recipient, for the consideration and
under the conditions hereinafter set forth, agree as follows:
1. Approved Grant Project. Grant funds are provided under this Agreement for the project
("Project") described in the Grant Recipient's Grant Application, attached hereto and
incorporated herein as Exhibit A.
2. Grant Award. Grant funds in an amount not to exceed One Thousand Five Hundred
Dollars ($1,500) have been awarded by the Arts Commission to the Grant Recipient for
the approved Project. These funds must be matched at least dollar-for-dollar with cash
from the Grant Recipient's funds not derived from either Orange County appropriations
or the North Carolina Arts Council.
3. Contingency. This grant is contingent on North Carolina Arts Council Grassroots
Program funding to the Arts Commission. Final decisions on Grassroots Program funds
to the North Carolina Arts Council are subject to approval by the North Carolina General
Assembly.
4. Responsibilities of the Grant Recipient
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A. Implementation. The Project implementation shall take place between July 1,
2016 and June 30, 2017. The Project shall be implemented in the manner
described in Exhibit A. T ime is of the essence in the implementation of the
Project.
B. Modifications to project. Grant Recipient shall present major changes to the
original proposal, including but not limited to changes in design, implementation
schedule and increase in Project budget by more than 10%, in writing to the Arts
Commission for approval. Arts Commission shall approve or disapprove Grant
Recipient's request for modifications within seven (7) days of receipt thereof
Consent to project modifications shall not be unreasonably withheld. A its
Commission's decisions shall be in writing. In the event the Arts Commission
fails to approve or disapprove the requested modifications within the time stated
herein, the modifications shall be deemed approved.
C. Non—assignment. The grant cannot be assigned or transferred to a different project
or artist without prior written approval of the Arts Commission.
D. Records. Grant Recipient must maintain records and other evidence pertaining
to costs incurred and revenues acquired during the Project implementation. Grant
Recipient shall maintain financial records pertaining to the Project for three (3)
years from the date of this Agreement, in case of audit.
E. Use of Funds. Grant Recipient shall not use the grant funds to repay outstanding
taxes or other debts of any nature. The grants shall be utilized solely for the
purpose of implementing the Project and Project related expenses.
F. Final Report. Grant Recipient shall submit to the Arts Commission a Final Report
on July 7, 2017 . The Final Report shall be in the format required by the
North Carolina Arts Council. F ailure to submit the Final Report or late
submission of the Final Report, for any reason, shall be grounds for denial and/or
cancellation of grant funds for the Project and future grant proposals.
5. Responsibilities of the Arts Commission
A. Payment. The Arts Commission shall release the grant funds in the amount of
$1,500 to the Grant Recipient.
6. Publicity
A. Acknowledgement. Credit must be given to the Orange County Arts
Commission using the Arts Commission logo and if State funds are received
to the North Carolina Grassroots Program in brochures, news releases,
programs, and all other printed and online publications. Copies of such printed
materials must accompany the evaluation report. When no printed information is
used, verbal credit shall be given. In addition, all print and promotional material
must include the following credit line (check all that apply):
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i. County Funds Only. "This program is supported by the Orange
County Arts Commission. "
ii. X North Carolina Arts Council Funding. "This program is supported by the
Orange County Arts Commission with funds from the Grassroots Program of
the North Carolina Arts Council, a state agency. "
B. The Grant Recipient must enter all events, exhibits and performances open to the
public and related to this grant award on t he ExploreChapelHillARTS.com
website and display ExploreChapelHillARTS.com publicity materials
(postcards, brochures, etc.) prominently and consistently at their venue or
performance space. In addition, the Grant Recipient must add a link to the
ExploreChapelHillARTS.com (ExploreChapelHillARTS.com logo preferred)
to their main webpage. The Grant Recipient shall contact the Orange County Arts
Commission for replacement ExploreChapelHillARTS.com publicity materials.
7. Indemnity. The Grant Recipient agrees to indemnify and hold harmless the County, the
Arts Commission and the North Carolina Arts Council and their officers and employees
from any and all claims or actual injury, damage or loss to a person, or real or personal
property that results from or is in any way connected to the use of the grant funds.
8. Independent Contractor. The Grant Recipient is an independent contractor and not an
employee, agent or other representative of the County and/or the Arts Commission.
Nothing contained in this Agreement shall be construed to create the relationship of
principal and agent, or employer and employee, between Grant Recipient and Arts
Commission or Orange County Government. Grant Recipient understands and agrees
that he/she is not authorized to incur any expenses or any liability whatsoever on behalf
of the County or the Arts Commission and has no authority, expressed or implied, to
obligate or make representations on be half of the County or the Arts Commission. In
addition, Grant Recipient agrees to maintain his or her own worker's compensation
insurance for himself/herself and his or her employees for the duration of the art work's
installation.
9. Termination
A. In the event of any of the circumstances set forth below (hereinafter referred to as
"default"), the Arts Commission may immediately terminate this Agreement:
(i) Any fraudulent representation in any verification required to obtain
payment under this Agreement or other dishonesty on a material matter
relating to the performance of services under this Agreement.
(ii) Nonperformance, incomplete service or performance, or failure to
satisfactorily perform any part of the Project or to comply with any
provision of this Agreement, as determined by the Arts Commission in its
sole discretion.
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(iii) Failure to adhere to the terms of applicable county, state or federal laws,
regulations, or stated public policy.
B. In the event of default by the Grant Recipient, the Arts Commission has the
discretion to elect to terminate this Agreement, in whole or in part and/or require
the Grant Recipient to repay the grant funds within seven (7) from written notice
of default or allow the grant recipient the opportunity to cure the default. T his
clause shall not be interpreted to limit the County's or the Arts Commission's
remedies in law or in equity.
10. Miscellaneous.
A. Entire Agreement. This Agreement and the attachments contain the final and
entire understanding of the parties with respect to the subject matter of this
Agreement. All modifications and amendments to this Agreement shall be in
writing. This Agreement shall be binding upon the parties, their heirs, successors
and assigns.
B. Governing Law. This Agreement shall be interpreted in accordance with the laws
of the State of North Carolina and the Orange County.
C. Entire Agreement and Signatures. The parties have read this Agreement and agree
to be bound by all of its terms, and further agree that it constitutes the complete
and exclusive statement of the Agreement between the parties unless and until
modified in writing and signed by the parties. This Agreement together with any
amendments or modifications may be executed electronically. A 11 electronic
signatures affixed hereto evidence the intent of the Parties to comply with Article
11A and Article 40 of North Carolina General Statute Chapter 66.
IN WITNESS WHEREOF, the Orange County and the Grant Recipient have signed this Grant
Agreement, effective on the last date this Agreement is signed by both parties as indicated by the
dates set forth under signatures below.
For glytelt4ehalf of the Grant Recipient
attA, ddviktuvi■, 8/11/2016
Chapel Hi _- arrboro Public School Foundation Date
For and on behalf of Orange County Government
,.---DocuSigned by:
botAAA,it, lka.wlwtt,V'Sl,t 8/15/2016
a®-0e3.i99 bbE4/i...
Bonnieammersleys, County Manager Date
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onouaign Envelope ID:oCr4e1Eo-00oA-4oeF-e:z7-6oseuoFnoono
Arts Program Grant -~ Spring
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2016- 17 Application Form
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ORANGE COUNTY ARTS Promoting the artistic and cultura development of Orange County, North Carolina
COMMISSION
Evaluation Criteria
• Artistic merit of program,
• Populations served— impact for geographic &traditionally under-served populations.
• Feasibility of proposed activity & effectiveness in fulfilling applicant's mission.
• Cooperation between organizations and artist .
• Evidence of feasibility of prognam, community auppnrt, and responsiveness to community needs.
• Emerging organizations are encouraged to apply.
1 Applicant Information
Applicant Name Nancy Zeman/Chapel Hill-Carrboro Public School Foundation
Mailing Address PO Box 877. Carrboro. NC 27510
Daytime Phone 919-967-8211 X 28376 Fax Number 019-068-7884
Email Address nzernanohoos.k13.nc.uo Web Site publicschoolfoundation.org
Project Director NancyZeman Title Program Services Manager
DUNS Number 182048145
2 Project Director Information
Project Director Home Address 1OSC)uai|viewOhve. Chape| Hi||. NC 27516
Daytime Phone 819-867-8211 x28376 Evening Phone 818-225-0075 Email Address nzemanchccs.k12.nc.us
3 Grant Request Summary
Arts Program Grant Request $1500
Total Cash Match $1500
Total Organizational Budget 2014-2015 $326,443 Past Year
2015-2016 $325.030 Current Year
2016-2017 $316.700 Projected for Next Year
Summary Statement for Proposed Uses of Arts Program Grant Ephesus Girls Group uses creative arts to help
fourth and fifth grade girls explore the identity of self, others, and their future ae|vem, and the community. The school
Social Worker at Ephesus Elementary School works with the girls to answer the question of Who Am |?" through various
art projects conducted throughout the school year. The funding from the Orange County Arts Commission would provide
supplies for weekly activities as well as two community service projects: making quilts for Project Linus and creating
Origami flowers for a local women and children's shelter. It would also help fund designed fabric printing through
Spoonflower in Durham and a field trip to see the fabric printing facility.
919/968-2011 — 131 West Margaret Lane, Room 216, Hillsborough, NC 27278— www.artsorange.org
onouaign Envelope ID:oCr4e1Eo-00oA-4oeF-e:z7-6oseuoFnoono
�� �� Program Application Narrative
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Organizational Profile —a brief overview your organization's missio and history
The Chapel Hill-Carrboro Public School Foundation (PSF) is an independent non-profit
organization that is dedicated to mobilizing support for the Chapel Hill-Carrboro City School
District. Our vision is to "spark a love of learning in all students." Our mission is "to create
opportunities for students and teachers in every school inthedistrict.^ Since its inception in
1984, PSF has distributed more than $5.5 million dollars for innovative programs and projects
that otherwise would not have existed in our schools. It is our continuing mission to play the
role of champion for public education by advocating for positive change to make our schools
the very best they can be. Our ultimate goal is to prepare all of the district's students for life as
successful adults in the 215t century, which will benefit not only our children, but our entire
community.
This is what we believe:
• Every child deserves the best possible education
• Excellent teachers ignite learning
• High quality public education is fundamental to a vibrant community
This is what we do:
• Fund promising, innovative educational practices
• Partner with the community to raise funds that support teachers and students
m Foster opportunities for feedback with teachers and parents
• Manage funds responsibly with the highest degree of ethical standards
Current Progra s and Services — a brief list
Grants--PSF is both a fundraiser and a grant-maker. Five categories of grants are available to
Chapel Hill-Carrboro City Schools (CHCCS) staff, including the Achievers Fund, Classroom and
Enrichment Grants, Strowd-Roses fund grants, International Teacher Travel grants, and
Professional Development Impact grants. Over$150,000 was distributed to teachers,
principals, and staff in our school district last year through the grant program.
Fundraising Events—The Walk for Education mobilizes community support and enables schools
to generate funds for their needed programs. Over$100,000 was raised by schools in 2014-15
for their own use. The 5K for Education targets teachers and staff, in addition to parents,
students, and community members, and generates funds for schools and PSF grants. The
"Teachers First Breakfast and Roses" kicks off Teacher Appreciation Week every year with a
wonderful breakfast for teachers and staff. Proceeds of over $90,000 are used for teacher
programs and grants.
Endowed Teaching Chairs, Teaching Awards, and National Board Certification Scholarships are
additional means of support to recognize outstanding teachers. Over 80 awards were made in
DocuSign Envelope ID:6C7481ED-0O2A-4C8F-8C27-60EB29F5963C
the past year alone. PSF also partners with the East Chapel Hill Rotary Club to provide free
school supplies valued at over$30,000 at the beginning of each school year to teachers
throughout our district. Several times each year PSF hosts Grant Writing Workshops to provide
guidance on grants and funding resources to teachers and community members.
College scholarships, summer enrichment and tutoring funds support 150+students every
school year.
Proposed Uses of Grant Funds— description including location, date, artists
involved
Include information concerning whether you have undertaken similar activities in the past.
Include approximate number of audience per program;geography of audience; mix of race,
ethnicity, age, and gender. Discuss how arts program will be integrated into the curriculum.
Ephesus Girls'Group uses project-based learning to help empower the fourth- and fifth-grade
girls in the group to be leaders by having them explore their identity in relation to themselves,
their families, their future selves and the community. The group focuses on grit, respect,
empathy, and teamwork (GREAT) and works to teach the girls to value each other cross-
culturally by exploring these topics together p
roj using usin art, photography, writing, field trips, and by
working together on community service ects. The funds we are requesting through this
grant would be used for weekly activities during rin the school year and for two community service
projects: making quilts for Project Linus, a group u that accepts donated blankets and quilts and
provides them to critically ill or traumatized children and teens; and Origami flowers to donate
to a Women's and Children's group in the community.
The following pictures show examples of the flowers and quilts that have been made and
donated in the past.
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Approximately fifty 4th and 5th grade girls attending Ephesus Elementary School participate in
the girls' group each year. Many of these girls are of color and/or from low-income families.
The community service project usually benefits four people who receive the quilts and about 25
people to whom the origami flowers are given.
DocuSign Envelope ID:6C7481 ED-CO2A-4C8F-8C27-60EB29F5963C
The essential question we were working to answer in the Ephesus Girls'Group is "Who Am I?".
Each school quarter,the topic changes—first,the girls evaluate Who Am 1? in relation to myself,
then to my family and others, to my community, and finally, to my future self. Art projects and
journaling are used to help the girls express themselves and be creative. Field trips are
coordinated to also address these topics (for example, in the Spring, we tour the UNC Campus
and talk about our future self, with the idea that we want the girls to envision themselves as
potential college attendees). T-shirts help give the group an identity and are invaluable on field
trips to help quickly identify which girls are in our group. We also hold several Science
Technology Engineering Arts and Math (STEaM) sessions after school on two different topics
(coding and making LED lit bracelets/circuits). This year we plan to take a field trip to
Spoonflower in Durham, a company that allows individuals to design, print, and use their own
fabrics,to design and include the designed fabric in our quilt projects.
Ephesus Girls'Group will begin in October 2016 and run through the end of May 2017. The
group meets during the school day (lunch period)twice a month and also for about eight after-
school sessions. Additionally, the group goes on at least four field trips after school during the
school year. The community service projects are generally completed in the Spring quarter and
followed up with field trips to the donation sites. The anticipated outcomes are that the girls
are empowered to see themselves as leaders and change makers. The quilts and origami
flowers that are donated to the community groups are physical evidence of the artistic
community service projects.
For evaluation purposes, we conduct a pre- and post-evaluation of the girls in the group, and
also gather anecdotal information from the girls to gauge their excitement and interest. We
determine Ephesus Girls'Group to be successful if the fourth and fifth graders are engaged in
the planned activities and if the post-test surveys show growth in the girls' knowledge about
the topics explored in the group.
onouaign Envelope ID:oCr4e1Eo-00oA-4oeF-e:z7-6oseuoFnoono
Financial Information
Please provide a projected budget for your proposed project utilizing the format below.
Project Expenses Canh = Grant Amount + Applicant
Expenses Requested Cash Match
A Personnel (Employees)
Administrative staff( 0/0)^
Artistic staff( %)*
Technical/Production staff( _96)~
*Show%of wages devoted to this project
B Outside Fees and Services
Artistic contracts
Other contracts:
C Space Rental
D Travel $600
$ $300 $300____
E Marketing
F Remaining Project Expenses $2400~__ $1200__. __$1200
(Itemize on separate sheet)
GTotal Cash Expenses $3000 = $1500 + __$1500
Project Income Cash Income
A Admissions
B Contracted Services Revenue
C Other Revenue(specify):
Q Private Support
Corporate support(specify):
Foundation support(specify): __$1500
_CHC Public School Foundation
Other private support(specify):
E Government Support
Federal
State/regional (not including this request)
Local (not including this request)
F Applicant Cash
G Grant Amount Requested _$1500
in this application
H Total Cash Income _$3000
(must at least equal Total Cash Expenses,
Item G in Project Expenses)
*See itemized budget on following page
e00.41
ORANGE COUNTY ARTS
DocuSign Envelope ID:6C7481 ED-CO2A-4C8F-8C27-60EB29F5963C
DETAILS OF GRANT BUDGET: EPHESUS GIRLS GROUP
ITEM COST
T-Shirts $500
Empathy Journals $100
Quilting fabric $500
Quilting batting $150
Origami flowers art supplies $250
Fabric design and printing $450
General art supplies (paper, markers, glue, $450
paint)
TOTAL $24 00
DocuSign Envelope ID:6C7481ED-0O2A-4C8F-8C27-60EB29F5963C
2016-17 Arts Program Application —
Page Four
Signatures
, ,
I
.
Signature 'rector c Project rd
1 • a• Date
Nancy W. Zeman
Typed or Printed Name — Project Director
45----- t•Z' '
5749-0 i Co
Signature of Authorizing Official Date
Lynn Lehmann
Typed or Printed Name —Authorizing Official
INCOMPLETE APPLICATIONS WILL NOT BE FUNDED
Glossary of Budget Terms
Project Expenses
A Personnel
Payments for salaries,wages,fees and benefits specifically identified with the project for administrative,artistic and
technical/production staff
B Outside Fees and Services
Payments to firms or persons for the services of individuals who are not normally considered employees of the grantee but consultants
or the employees of other organizations,whose services are specifically identified with the project. Artistic personnel who are serving in
non-employee/non-staff capacities should be described here.
DocuSign Envelope ID:6C7481ED-0O2A-4C8F-8C27-60EB29F5963C
MARNE A. MEREDITH
Home: 124 South Fields Circle Work: 1495 Ephesus Church Road
Chapel Hill, NC 27516-7797 Chapel Hill, NC 27517
(919) 923-6788 (919) 929-8715x36268
email: meredithmarne@gmail.eom mrneredith@CHCCS.k12.nc.us
EDUCATION:
Master of Social Work, received January 1997
City University of New York, Hunter College School of Social Work, New York, NY
Bachelor of Arts, received May 1991; Major: Sociology Bachelor of Business Administration, received May 1991; Major:
Business Administration
Millsaps College, Jackson, MS
EXPERIENCE:
Chapel Hill-Carrboro City Schools, Ephesus Road Elementary School, Chapel Hill, NC:
August 2004-Present
Family Specialist(School Social Worker): Work with families and children in K-5 elementary school providing crisis
intervention, community referrals, liaison with community agencies, home visits; Coordinate Check In Check Out Tier 2
behavioral intervention, Girls' Group and Girls on the Run; Consult with teachers and school personnel; Complete
social developmental histories with families; Co-Coordinate the School Social Worker Professional Learning
Community; Participate in various teams at the school; Provide staff trainings on equity, child abuse, domestic
violence, suicide intervention, etc.; Work with PTA; Previously on leadership team, District Equity leadership team,
PBIS team etc.; Previously coordinated parent meetings including at S Estes Family Resource center; Encourage
Parent University enrollment; Develop and present parent presentations on various topics; Address attendance related
issues with families and children; Instruct interns for UNC School of Social Work Interns in field placement for 11
years-18 interns; Coordinate special projects such as holiday gift referral, weekend food backpacks, mentoring
program referrals, etc.
Communities For People, Metro Commonworks Program, Boston/Waltham, MA:
August 1999-August 2003
Educational Coordinator: Coordinated the education for students in custody of the Department of Social Services;
Acted as liaison between DSS, school systems, and educational decision makers; Attended special education team
meetings; Facilitated enrollment and special education process; Coordinated and led monthly educational meetings for
DSS, school systems and program/provider representatives; Provided educational trainings as needed; Supervised
new program of Education Coordinators at DSS (since 9/02); Supervised co-workers for independent clinical social
work licensure as needed; Compiled educational resource manuals.
Bay State Community Services, Therapeutic Activity Program (TAP), Quincy, MA:
October 1997-July 1999
Program Social Worker: Facilitated one weekly therapeutic process group, and four to five activity groups for
adolescents in Department of Mental Health funded day treatment program; Provided bi-weekly family therapy
sessions for two to four families; Provided case management for eight to ten adolescents; Coordinated and presented
for quarterly clinical case conferences; Provided crisis intervention; Designed computer items for the program (group
schedule, literary magazine, outcome graphs, orientation folder).
Little Flower Children's Services, Therapeutic Foster Boarding Home Program (TFBH), Jamaica, NY:
July 1996-July 1997
Assistant Supervisor: Supervised four caseworkers providing weekly supervision; Carried four cases providing
weekly sessions with severely emotionally disturbed children; Coordinated monthly interdisciplinary team meetings;
Carried out other administrative duties.
February 1997-July 1997 Trainer: Provided ABC Model/Behavior Modification/Parenting Skills Training to Staff,
Foster Parents, and Birth Parents; Initiated birth parent training program.
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Little Flower Children's Services, Wading River, NY:
Fall 1995- uly 1996
Social Worker/SociotherapistlGraduate Student Int8rn, Therapeutic Foster Boarding Home Program (TFBH):
Carried four cases of children with serious emotional and behavioral disturbances; Monitored clients weekly via foster
home visits providing casework counseling, assessment, and intervention; Provided monthly school monitoring;
Developed and implemented behavior modification plans; Worked with birth parents providing casework counseling
and referrals; Completed psychosocial assessments; Presented cases at monthly interdisciplinary team meetings.
November 1991-February 1996
Caseworker and Caseaide, Adolescent Unit: Carried caseload of 18-22 adolescents; Assisted them with building
independent living skills; Provided monthly monitoring, assessment, and intervention at foster home visits; Provided
quarterly educational monitoring; Facilitated visitation with family members; Testified in court hearings. As Caseaide
assisted Caseworkers with their cases.
Lake Grove School, Agency Operated Boarding Home, Lake Grove/Holtsville, NY:
June 15-November 15, 1991
Child Care Worker: Supervised teens learning daily living skills and during recreation.
LICENSURE AND AWARDS:
NC Licensed Clinical Social Worker(LCSW), North Carolina Social Work Certification and Licensure
Board, received March 19, 2004 (renewed last June 30, 2015 2 year cycles), license number C004649.
Graduate Level Licensure in School Social Work, NC Department of Public Instruction, renewed license 2013.
Valeria Laws Daniels-Paddock Exceptional Children Student Support Staff Member of the Year Award, Ephesus Nominee 2009.
2011, 2013.
Recipient Co-worker Recognition Award, Communities For People, Inc. presented at Staff
Appreciation Day, June 2003.
Recipient Frank Scappaticci Award,Adoptive Parents Committee, Inc./State Association: For an outstanding
000ia|workStudentworkinginthafie|dsoffnstercareor8dOptiOn' K8ay1SS6.
GRANTS RECEIVED or COORDINATED:
Triangle Community Foundation,Art of Giving Grant, received in Spring of 2016 for Girls Group Supplies and field trip funds in
collaboration with the Public School Foundation.
Public School Foundation, Student Enrichment Grant, received for 2013-2014 for Spanish language instruction in Costa Rica.
Public School Foundation,Achiever's Grant, received since at least May 2010 to present for camp for families in need received for
students for tutoring, 2U1O and 2O15. and for girls'group supplies, 2O11. 2O14.
Public School Foundation, Student Enrichment Grant, received for math kits for parents, 2006-2007.
Elementary School Success Profile Pr ject, 3 year pr jentcoordinatoratEphenuowithUNC8ohoolofGmoia|VVorkProfeusnno. 2007'
2010.
MEMBERSHIPS, VOLUNTEERING AND ADVISORY BOARDS:
Ephesus Road Elementary PTA,current member of PTA board, advocacy and reflections committee involvement in the past.
TABLE,food sorting and delivery volunteer, summer 2015.
Interfaith Council for Social Services, Community Kitchen, prepare and serve food monthly, 2014 to present.
McDougle Middle School, PTA and Athletic Booster club member and volunteer; Technology Student Association (TSA)volunteer.
Chapel Hill High Sohon|, PTA and Athletic Booster club member, Cross COuntry, Track team, Model UN, and TSA volunteer.
Girl Scouts, NC Coastal Pines and Troop 47, volunteer for day camp and troop activities and overnight camping, attended outdoor skills
training, and troop cookie co-manager.
Girls on the Run of the Triangle, Ephesus site coordinator, former part-time coach.
Carrboro Elementary PTA,former Reflections committee co-chairperson,former taste of Carrboro and family cultural fair chairperson;
volunteer with various committees, 2005-2015.
South Estes Advisory Board Member, Family Resource Center, Chapel HiU, NC, 2004'June 2013.
Women's Center's Teens Climb High Program,Advisory Board,former member.
North Carolina School Social Worker Association (NCSSWA),former member.
DocuSign Envelope ID:6C7481 ED-CO2A-4C8F-8C27-60EB29F5963C
Nancy Word Zeman
106 Quailview Drive
Chapel Hill, NC 27516
(h) 919-967-2571, (c) 919-225-0075
EDUCATION:
M.S., Microbiology, B.S. Biology--Virginia Tech
PROFESSIONAL EXPERIENCE:
Chapel Hill-Carrboro Public School Foundation September 2015-present
Project Services Manager
• Deal with all things grant-related at PSF including the Foundations granting process, writing grants
on behalf of the Foundation, conducting grant-writing workshops, securing partners for grant
funding, etc.
Benjamin Vineyards & Winery, Graham,NC 2001-Present
Co-owner and co-manager
• Involved with all operations of a family-owned and -operated vineyard and winery
Triangle Biotechnology Consulting, Chapel Hill,NC 1991-2006
Consultant
• Provided expertise in the fields of food and nonfood biotechnology regulatory issues
CPC International Inc. 1981-1991
(various divisions including Corn Products, Enzyme Bio-Systems Ltd.)
Development Specialist
• Involved with New Product Development and Regulatory Affairs
RELEVANT VOLUNTEER AND EDUCATION EXPERIENCE:
Chapel Hill-Carrboro Public School Foundation 1997-2015
This foundation, associated with the CHCC Schools, creates opportunities for teachers and students in the
district
• As Co-Chair of the Allocations Committee, have a broad awareness of the programs and needs of
the district. Have overseen the disbursement of hundreds of thousands of dollars to the CHCCS
district.
• Started several new flagship programs, including Teachers First Breakfast and the Race for
Education that both continue to be successful fundraisers for the Foundation
• Have personally secured hundreds of thousands of dollars in grant money for teachers and district
programs
• Served previously as Board President, Vice President and Walk for Education Chair
School Reading Partners 1998-Present
A program that involves reading one-on-one with identified students K through second grade.
• Currently Assistant Site Manager at McDougle Elementary and served as a consultant to the District
for the 2014-15 school year
• Participated at three different elementary schools through the years (McDougle Elementary, Frank
Porter Graham Elementary, and Northside Elementary)
DocuSign Envelope ID:6C7481ED-0O2A-4C8F-8C27-60EB29F5963C
• My session with a student is included in the instructional video that is used to train new SRP
volunteers
Coach Write! 2001-2006
A support program that helps students with their writing skills. Typically, the volunteer works with a
student in a one-on-one setting on a written piece that he/she is editing.
• Helped develop and launch this as a pilot program at Frank Porter Graham Elementary
• My session with a student was filmed and is included in the instructional video used to train new
Coach Write! volunteers
Blue Ribbon Mentor Advocate (BRMA) 2008-Present
The BRMA program pairs mentors with minority students who show promise, generally starting when the
student is in fourth grade.
• Trained as a BRMA volunteer in 2008
• Paired with an African-American mentee in the Fall of her fifth grade year and continue as a
mentee for that student who is now a Senior at Carrboro High School
READ2ME:Tailgate Stories 2008-Present
An outreach program aimed to keep low income students, the majority of whom are minorities, reading
through the summer
• With Mary Andrews, initiated this program in one Scroggs neighborhood the first year
• This program has now expanded into a district-wide summer program involving all CHCCS district
elementary schools at 25 different sites
• Successfully written numerous grants annually to fund books for this initiative
Family Reading Partners 2010-Present
A program that brings families together around books and encourages reading to at-risk children. We
model for parents how to read with their children and have good conversations around quality books. The
books are then given to the families to take home for their personal libraries.
• Developed with M. Andrews and have conducted numerous sessions at multiple district elementary
schools
• Program expanded to adolescent parents in all Orange County's high schools
• Help select quality literature and write conversation cards for the program
• Successfully written multiple grants to obtain funding for the books as well as the meals for this
program
• This program is now expanding into CHCCS Pre-k programs, the Orange County Literacy Council,
and Orange County Social Services
• Received Motheread/Fatheread training in 2012
Guided Reading Bookrooms (GRBs) 1997-Present
Guided Reading Bookrooms in elementary schools are a cost effective way to offer large numbers of sets of
books in a range of reading levels and topics to be used for guided reading in all grades/classes within a
school
• Instrumental in starting three GRBs (McDougle Elementary, Frank Porter Graham Elementary, and
Northside Elementary)
• Responsible for ordering, processing, and cataloguing new books
• Obtained numerous grants for new books that have been added to the schools' collections
onouaign Envelope ID:oCr4e1Eo-00oA-4oeF-e:z7-6oseuoFnoono
PSF Budget for 2016 Fiscal year ending June 30 2017
Prepared by Madeline Blobe
May 2016
Accounting year 2014 2015 I0I6
Projected Proposed
YE June 2015'16
YE June 16-17
2015 Budget
2016 Budget
- `
Income
Contributions
Teachers First-Breakfast 16.673.60 17.000.00 19.200.00 18.000.00
Annual Appeal 36,733.57 30.000/00 26�8.00 30.000.00
School Raised Funds 128,265,84 125.000.00 119.e8000 125.000.00
Board Contributions 6.769,2e 7.000.00 9.531o0 5,700.00
Individual contributions 6.652.15 10.000.00 7.876.00 7.000.00
Corporate&Foundation Support 120.645.88 95,000.00 90,000.00 90,000,00
Total Contributions 315.740.33 284.000.00 273.285.00 275.700.00
Programs/Events
Merchandise Sales 1.550D0 1.500,00 981.00 1.000.00
Raffle Tickets 1.009.00 1.200.00 350.00 1.000.00
Inflatables 8.386u0 12.000.00 69*.00 8,000.00
5K for Fitness 8.390.00 10`000.00 17.782.78 21,000o0
30th Anniversary 6.355.00 0.00
Total Programs/Events 2e`890o0 24,700.00 19.807.78 31.000.00
Other Revenue
Fees 12.447.53 7.000.00 13,787.00 10.000o0
Interest Income 2,286.97 8.780.00 0.00
Total Other Revenue 14,734.50 15.780.00 13,787,00 10.000.00
358.164.83 324.480_00 306.079.78 316.700.00
Expense
Payroll-Related Expenses
Salaries&wages 105.774.24 135.000o0 120.293.00 117.e00.00
Payroll taxes 7.788.32 10.500.00 11.0*0.00 8.900.00
Total Payroll-Related Expenses 113.560.56 145.500.00 131.333.00 126.800o0
Contracted Services Expenses
Web/internet support 608.58 900.00 5e0.17 1.10080
Bookkeeping 5.017.32 0.00 0.00 0.00
Accounting and Audit fees 6,500.00 6,500.00 6,800.00 8,800.00
DocuSign Envelope ID:6C7481 ED-CO2A-4C8F-8C27-60EB29F5963C
Other contracted services 13,743.00 4,000.00 0.00 2,000.00
Total Contracted Services Expenses 25,928.85 11,400.00 7,390.17 11,900.00
Office Expenses
Office Supplies 1,401.13 1,100.00 1,352.98 3,200.00
Postage and shipping 1,628.31 1,500.00 1,302.34 1,500.00
Printing and reproduction 633.02 600.00 520.92 2,100.00
Telephone 838.15 850.00 874.24 900.00
Total Office Expenses 4,500.61 4,050.00 4,050.48 7,700.00
Program Expense
School Disbursements{walk and run) 105,267.14 106,250.00 102,016.94 110,000.00
30th Anniversary 3,248.00 0.00
Total Program Expense 108,515.14 106,250.00 102,016.94 110,000.00
Fundraising
5K for Fitness/other 9,527.41 6,000.00 14,975.52 14,000.00
Walk For Education 56,064.44 45,000.00 38,004.76 40,000.00
Total Fundraising 65,591.85 51,000.00 52,980.28 54,000.00
Other Operating expenses
Merchant Fees 4,633.93 3,000.00 1,300.00 1,500.00
Advertising&Promotions 110.00 50.00 25.00 0.00
Board/Meals Expenses 501.81 200.00 340.80 350.00
Depreciation Expense 214.60 380.00 380.00 0.00
Dues,subscriptions and books 785.66 500.00 732.43 750.00
PO Box&postage Equip Rental 146.00 150.00 164.00 160.00
Insurance 340.00 350.00 340.00 340.00
Travel 1,200.00 1,200.00 300.00 1,200.00
Bank Service Charges/other/ 413.53 1,000.00 1,700.00 2,000.00
Total Other Operating expenses 8,345.53 6,830.00 5,282.23 6,300.00
Non-Operating Expenses 0.00 0.00 0.00 0.00
Total Expense 326,442.54 325,030.00 303,053.10 316,700.00
29,722.29 -550.00 3,826.68 0.00
DocuSign Envelope ID:6C7481ED-0O2A-4C8F-8C27-60EB29F5963C
CHAPEL HILL-CARRBORO PUBLIC SCHOOL FOUNDATION STAFF
Lynn Lehmann, Executive Director
Home: 919 968-3925
Office: 919 968-8819
Fax: 919 968-7884
Cell: 919 604-8439
Email: llehmann@chccs.k12.nc.us
Nancy Zeman, Program Services Manager
Home: 919 967-2571
Office: 919 968-8819
Cell: 919 225-0075
Email: nzeman@chccs.k12.nc.us
Nancy Lees, Foundation Assistant
Email: nleesOchccs.k12.nc.us
Office: 919 968-8819
Cell: 919 360-4196
Shannon Grabowski, Bookkeeper
Office: 919 968-8819
Email: sgrabowski@chccs.kl2.nc.us
DocuSign Envelope ID:6C7481ED-0O2A-4C8F-8C27-60EB29F5963C
2015-16 CHC PUBLIC SCHOOL Georges Casimir(2/1)
FOUNDATION BOARD OF 36 Oakwood Dr. David Huntoon(5/2)
DIRECTORS Chapel Hill,NC 27517 100 Europa Dr., Ste.445
(REVISED NOVEMBER 2015) Cell: 919 225-8781 Chapel Hill,NC 27517
(TERM/YEAR) geocasimir@gmail.com Office: 919 968-4911
Georges is Executive Director,TiE Fax: 919 967-2813
Carolinas and Program Director at Email: Davidgchbcpas.com
Apex Technologies/Lenovo David is a CPA and partner at
James Barrett(1/1) International Coleman Huntoon& Brown PLLC
Board of Education Liaison CPAs.
James is chair of the Chapel Hill- Christine Cotton (2/3),
Carrboro Board of Education. Communications Chair
100 Arbor Creek Court Jim Kitchen (2/3)
Laura Baxley (2/1), President Chapel Hill,NC 27516 109 New Castle Drive
411 Longleaf Dr. Home: 919 929-3753 Chapel Hill,NC 27517
Chapel Hill,NC 27517 Cell: 919 812-3949 Home: 919 801-5230
Home: 919 967-8396 Email:cmcottonll@yahoo.com jirn@jimkitchen.org
Cell: 919 274-2037 Christine has worked as project Jim teaches at UNC and is president
laura1khebaxleys.org manager/director in the of Real Property Development.
Laura is a community and school pharmaceutical and nonprofit sector
volunteer, and is an active community Victoria(Vicky) Kline(2/1)
volunteer. 3812 Sweeten Creek Road
Lyn Billings(1/2),Vice President Chapel Hill,NC 27514
608 Concordia Court Pat Flores(1/2) Home: 919-493-7546
Chapel Hill,NC 27514 Morgan Stanley Wealth Cell: 9l9428-i807
919-423-6627 Management vcklinegnc.rr.com
(919)260-5351 (cell) 3511 Shannon Rd., Suite 300 Vicky volunteers extensively with
Ibillings018@gmail.com Durham, NC 27707 the schools.
Lyn is a community and school 919-490-7194 (direct)
volunteer. 919-451-9741 (cell) Matt Marvin
Patrick.Q.Flores@morganstanley.com 642 Cedarbrook Way
Madeline Blobe(1/3),Treasurer Patrick is Associate Vice President Chapel Hill, NC 27516
Chair, Finance Committee of Morgan Stanley in Durham. Email: mmarvingemail.unc.edu
200 Manor Ridge Drive Matt is Associate Director of
Carrboro,NC 27510 Nik Gandhi(1/1) Reunion Giving and Engagement,
919-932-4411 Email: nik_gandhi@hotmail.com UNC Kenan-Flagler Business
Email: madyblobeggmail.com School
Mady is active in schools and Nik is Director of Marketing, Email mm4kkgyahoo.com
community organizations. Grifols
Suki Newton,Support Committee
Lyria Boast(4/2),Co-Allocations Linda Gilchrist(1/2) 1 (5/3)
403 Westwood Drive 1004 Pinehurst Dr. 405 Tramore Drive
Chapel Hill,NC 27516 Chapel Hill,NC 27517 Chapel Hill,NC 27516
Home: 919-933-5675 Home phone: 919-240-7790 Home: 919 967-4148
Email: lyria@cribmail.com Cell phone: 919-312-2478 Cell: 919 247-4148
lyriaboast@gmail.com lagilchrist@yahoo.com Email: SNewton405@aol.com
Lyria is a senior consultant at Public Linda is a community and school Suki is an active community
Impact, research assistant in volunteer, volunteer.
epidemiology and a school
volunteer. Melissa Herzog(3/1),Chair, Laurie Norman (3/3)
Development Committee 205 W. Poplar Avenue
May Martin Bryan (1/1) 1220 Environ Way Carrboro, NC 27510
813 Emory Drive Chapel Hill,NC 27514 Office: 919 843-6979
Chapel Hill,NC 27517 Cell: 919 452-2782 Home: 919 942-2746
Home: 919-933-0337 Office: 919 918-4835 Cell: 919 302-4902
Cell: 919-656-4346 Vice president, Senior Relationship Laurie Norman@unc.edu
Email: Manager at Wells Fargo in Wealth Laurie is Director of Alumni
Inailnartip,1. 4311.c9nri Management. Relations, UNC Sch. of Education.
May is active in school and Email:
community organizations. melissa.herzog@wellsfargo.com Sandy Padden,Treas.(3/2) I
DocuSign Envelope ID:6C7481ED-0O2A-4C8F-8C27-60EB29F5963C
103 Oak Park Drive Stephanie Yost(6/2) Home: 919 968-3925
Chapel Hill,NC 27517 7700 Amesbury Drive Cell: 919 604-8439
Home: 919 942-7185 Chapel Hill,NC 27514
Cell: 919 923-3861 Home: 919 408-0531 Nancy Zeman
paddensandraggmaill.com Fax: 919 490-6827 Program Services Manager
Sandy is an active school and Email:yost@email.unc.edu 106 Quailview Drive
community volunteer. Stephanie is a Nurse Consultant Chapel Hill,NC 27516
with UNC Health Links. Home: 919 967-2571
Dan Rockaway(2/1) Office: 919 968-8819
202 Hogan Woods Circle Email: nzeman@chccs.kl2.nc.us
Chapel Hill, NC 27516
Cell: 919 621-0182 Office:
dan.rockaway@soundsandcolors.net Nancy Lees
Dan is co-founder and owner of Foundation Asst.
Sounds and Colors. Email: nlees@chccs.kl2.nc.us
107 Cobblestone Drive
Dena Thomason (1/3) Chapel Hill,NC 27516
6721 Turkey Farm Road Ex. Officio Members Office: 919 968-8819
Chapel Hill,NC 27514 (non-voting) Cell: 919 360-4196
Phone: 919 930-5430
Email: dthomasonl@ncsr.conn Sarita Allen-Medlin (1/1) Shannon Grabowski
Dena is an active school and 3024 Courtney Creek Blvd. Bookkeeper
community volunteer. Durham, NC 27713 Office: 919 968-8819
Cell: 919-949-5561* Email:
Ashley Wilson, Past President Home: 919-806-8040 sgrabowski@chccs.k12.nc.us
(4/1) Office: 919-969-2482 x 27318
305 Madera Lane saritabpodl@hotmail.com
Chapel Hill 27517 Sarita is the district's elementary
Phone: 919 968-3654 PAR teacher.
Cell: 919 619-3453
ashleyleflerwilson@gmail.com Tom Force lla
Ashley is a school and community 750 S. Merritt Mill Road
volunteer and part-time producer of Chapel Hill,NC 27516
documentaries. 826 Perkins Dr.
Chapel Hill,NC 27514
Ken Witt(3/3) Cell: 860 391-3448
104 Crane Meadow Place Office: 919 967-8211
Chapel Hill,NC 27514 Fax: 919 933-4560
Home: 919 402-0349 Email: tforcella@chccs.kl2.nc.us
Office: 919 402-4816 Tom is Superintendent of CHCCS.
Cell: 917-913-1326
Email: kwitt51401@aol.com Jeff Nash
Ken is Technical Manager of the Lincoln Center
Business, Industry&Government Chapel Hill 27516
team of the American Institute of Office: 919 967-8211 ext.227
Certified Public Accountants. Fax: 919 933-4560
Email:jnash@chccs.kl2.nc.us
Executive Director for Community
Relations.
Allison Worthy (5/2) PSF Staff
517 Hooper Lane
Chapel Hill, NC 27514
Lynn Lehmann
Home: 919 969-7584 Executive Director
Fax: 919 969-7475 8700 Drew Lane
Email: allisonworthy@gmail.com
Chapel Hill,NC 27516
Allison is volunteer coordinator,
Home: 919 968-3925
SECU Family House at UNC
Email: llehmann@chccs.k12.nc.us
Hospitals.
Office: 919 968-8819
Fax: 919 968-7884
DocuSign Envelope ID:6C7481 ED-CO2A-4C8F-8C27-60EB29F5963C
internal Revenue Service 1 rtme of the Treasury
P.O. Box 2508
Cincinnati, OH 45201
Date: J U j Q 5 2015 Employer Identification Number:.... __..............._... - - --- --- - — — -- — -- ..
Chapel Hill-Cauboro Public Person to Contact.if) Number:
School Foundation Tyrone Thomas- 101000281724
P.Q. Box 1377 Contact Telephone Number:
Carrboro, NC 27510 877-829-5500 Toll-f=ree
Form 990 Required:
Yes •
Dear Sir or Madam:
In your letter dated December 15, 2014 you requested classification as a public charity
described In section 509(a)(1)and 17O(b)(1)(P)(vi) of the internal Revenue Code.
In our letter dated January 1985,we determined that you were exempt under section
501(c)(3) of the Code. We further determined that you weren't a private foundation and
you were classified as a public charity described in section 509(a)(3)of the Code.
Based on the information you provided,we determined you meet the requirements for
classification as a public charity described in section 609(a)(1) and 174(b)(1)A)(vl) of the
Code.
Accordingly, we have updated your public charity status in our records as you requested.
Since your exempt status wasn't under consideration, you continue to be classified as an
organization exempt from federal income tax under section 501(c)(3) of the Code.
Grantors and contributors may generally rely on this determination of your foundation
status unless the Internal Revenue Service publishes notice that you are no longer
recognized as tax exempt or classified as a public charity in the internal Revenue
Bulletin. However, if a grantor or contributor takes any action, or falls to take any action,
vvhith causes you to lose your exempt status or causes you to be reclassified as a
private foundation,that party cannot rely on this determination. Furthermore, a
contributor or grantor who knows that the Internal Revenue Service has notified you of
any change in your exempt status or foundation status cannot rely on this determination.
For important information about your responsibilities as a tax7exempt organization, go to
vrww.ire.gov/charities. Enter"4221-PC" In the search bar to view Publication 4221-PC,
Compliance Ezvide for 5,91 ci(3)Public Charities, which descn'oes your recordkeeping,
reporting, and disclosure requirements.
Because this letter could help resolve any questions about your exempt status and/or
foundation status,you should keep it with your permanent record ,.
Letter.4425
2015-06-05 15:34 IRS Page 2
DocuSign Envelope ID:6C7481 ED-CO2A-4C8F-8C27-60EB29F5963C
Pone 2
Is you have a_y queettons, please C lrTh c the person whose narne and telephone
number art :1i 4ti►vvt t ill ihw heaaina of tr}y! lr?iri?'.
Sincerely,
70.3.-
_ fs
Director,r. Exempt Organizations
•
Letter 4425
:1-0q ng.ow. ic..w !DC -nom