LAURA HOLLAND UZZELL FOUNDATION

EIN: 561899973 501(c)(3) Education

MORRISVILLE, NC

Total Revenue
$9,034,762
Total Expenses
$8,818,900
Total Assets
$14,948,358
Net Assets
$7,960,412
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1994
Legal Domicile
NC
Principal Officer
ELIZABETH UZELL
Phone
9194628889
Tax Period
2023-07-01 to 2024-06-30

LAURA HOLLAND UZZELL FOUNDATION, founded in 1994, is a community nonprofit in the Education sector that reported $9.0M in total revenue in fiscal year 2023.

Mission

TO ACT AS THE GOVERNING BODY FOR BOTH STERLING MONTESSORI ACADEMY AND STERLING MONTESSORI CHARTER SCHOOLS, A COMBINED PRIVATE TUITION BASED PRESCHOOL AND PUBLIC CHARTER ELEMENTARY AND MIDDLE SCHOOL.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,038,444
Program Service Revenue $1,615,367
Investment Income $312,579
Other Revenue $68,372
TOTAL REVENUE $9,034,762

Expense Breakdown

Grants Paid $0
Salaries & Benefits $6,237,391
Fundraising Expenses $0
Program Expenses $7,645,156
Other Expenses $2,581,509
TOTAL EXPENSES $8,818,900

Year-over-Year Comparison

2023 2022 Change
Revenue $9,034,762 $8,442,552 +0.1%
Expenses $8,818,900 $8,301,245 +0.1%
Net Income $215,862 $141,307 +0.5%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
10
Independent Members
10
Employees
128
Volunteers
50

Governance Policies

✓ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$123,951
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KIM ELLIOTT TREASURER 2.00
Officer Director
$0 $0 $0
LAN ZHU SECRETARY 2.00
Officer Director
$0 $0 $0
RACHEL RICHARDSON VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
ELIZABETH UZZELL PRESIDENT 2.00
Officer Director
$0 $0 $0
JESSI FASOLA DIRECTOR 1.00
Director
$0 $0 $0
KEVIN HUGHES DIRECTOR 1.00
Director
$0 $0 $0
KATIE BROWN DIRECTOR 1.00
Director
$0 $0 $0
RYAN HILL DIRECTOR 1.00
Director
$0 $0 $0
DWAYNE JONES DIRECTOR 1.00
Director
$0 $0 $0
KEISHA PRESSLEY DIRECTOR 1.00
Director
$0 $0 $0
MAUREEN CAPILLO EXECUTIVE DIRECTOR 40.00
Officer
$119,257 $4,694 $123,951
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $9,034,762 $8,818,900 $14,948,358 $215,862
2023 $8,442,552 $8,301,245 $15,122,783 $141,307
2022 $8,385,739 $7,949,823 $14,939,635 $435,916
2021 $6,660,101 $6,617,763 $14,769,987 $42,338
2020 $7,048,237 $7,226,305 $14,845,018 $-178,068
2019 $7,303,644 $7,342,863 $15,264,655 $-39,219
2018 $6,998,482 $6,865,544 $15,709,422 $132,938
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