Liabilities / Assets
75th percentile
Tied with the lowest-debt nonprofits in its peer group.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
75th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
85th percentile
Higher net margin than 85% of similar nonprofits.
Top Officer Pay
95th percentile
Higher top officer pay than 95% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
64th percentile
Faster asset growth than 64% of similar nonprofits.
Revenue Growth
64th percentile
Faster revenue growth than 64% of similar nonprofits.
Balance Sheet
Assets
Up$335,946
Up $56,761 (+20%) from 2013
Net Assets
Up$335,946
Up $56,761 (+20%) from 2013
Liabilities
Flat$0
Flat from 2013
Revenue And Expenses
Revenue
Up$129,294
Up $20,828 (+19%) from 2013
Expenses
Up$72,533
Up $51,945 (+252%) from 2013
Net Income
Down$56,761
Down $31,117 (-35%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2013 to Jun 30, 2014
- Signed
- Feb 9, 2015
- Return Version
- 2013v4.0
- Gross Receipts
- $129,294
Mission and Program Overview
Mission
Provided funds to support educational investment programs for mba students at the university of north carolina at chapel hill.
Kfbsf, inc. Is organized and operated to support the kenan-flagler business school at the university of north carolina at chapel hill. Kfbsf, inc. Was formed to serve as the general partner of limited partnerships established as educational programs for mba students attending the business school. The partnerships will enhance the educational opportunities available to the students by providing hands-on experience in operating private funds.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDED FUNDS TO SUPPORT EDUCATIONAL INVESTMENT PROGRAMS FOR MBA STUDENTS AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. | $0 | $12,288 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DOUGLAS A SHACKELFORD | Chair | - | $0 | - | - |
| LEONARD WOOD | Director | - | $0 | - | - |
| JEFFREY ALAN ALLRED | Director | - | $0 | - | - |
| H CLAY HAMNER | Director | - | $0 | - | - |
| DAVID W STEVENS | Sec/Treasurer | - | $0 | - | - |
| DAVID HARTZELL | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- EIN
- 20-8071163
- Phone
- 9199627158
Signing Officer
- Name
- David W Stevens
- Title
- Treasurer
- Phone
- 9199627158
- Signed
- 2015-02-09
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- Rhonda F Skiles
- Phone
- 3362944494
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: interest income. Amount: 514.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: travel. Amount: 5,000. Description: meetings and conferences. Amount: 4,645. Description: loss on pass-through investment. Amount: 1,495. Description: service provider expense. Amount: 3. Description: miscellaneous. Amount: 22. Total to form 990-ez, line 16: 11,165.”
Form 990-ez, Part II, Line 24 - Other Assets
“Description: investment in private equity fund i lp. Beg. Of year amount: 8,488. End of year amount: 6,657. Description: investment in real estate fund lp. Beg. Of year amount: 9,093. End of year amount: 5,352. Description: investment in private equity fund ii lp. Beg. Of year amount: 14,173. End of year amount: 22,681. Description: investment in real estate fund ii lp. Beg. Of year amount: 13,739. End of year amount: 21,782. Description: due from real estate fund iii. Beg. Of year amount: 0. End of year amount: 3,900.”
Raw XML Appendix158 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | CHRISTY DODSON |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9199627158 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | CAMPUS BOX 3490 MCCOLL BUILDING |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | CHAPEL HILL |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | NC |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 27599 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 233692 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 275574 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 56761 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 60500 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 279185 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 335946 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 8466 |
| IRS990EZ/GrossReceiptsAmt | 0 | 129294 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 514 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 279185 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 335946 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 279185 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 335946 |
| IRS990EZ/OccupancyRentUtltsAndMaintAmt | 0 | 267 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DOUGLAS A SHACKELFORD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | LEONARD WOOD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JEFFREY ALAN ALLRED |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | H CLAY HAMNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | DAVID W STEVENS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | DAVID HARTZELL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | CHAIR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | SEC/TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | DIRECTOR |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 45493 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 60372 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 11165 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | KFBSF, INC. IS ORGANIZED AND OPERATED TO SUPPORT THE KENAN-FLAGLER BUSINESS SCHOOL AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. KFBSF, INC. WAS FORMED TO SERVE AS THE GENERAL PARTNER OF LIMITED PARTNERSHIPS ESTABLISHED AS EDUCATIONAL PROGRAMS FOR MBA STUDENTS ATTENDING THE BUSINESS SCHOOL. THE PARTNERSHIPS WILL ENHANCE THE EDUCATIONAL OPPORTUNITIES AVAILABLE TO THE STUDENTS BY PROVIDING HANDS-ON EXPERIENCE IN OPERATING PRIVATE FUNDS. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 601 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 120314 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDED FUNDS TO SUPPORT EDUCATIONAL INVESTMENT PROGRAMS FOR MBA STUDENTS AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 12288 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 8466 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 72533 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 12288 |
| IRS990EZ/TotalRevenueAmt | 0 | 129294 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/CertificationInd | 0 | X |
| IRS990ScheduleA/Contribution35ControlledInd | 0 | 0 |
| IRS990ScheduleA/ContributionControllerInd | 0 | 0 |
| IRS990ScheduleA/ContributionFamilyInd | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 566001393 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc | 0 | 2 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 74669 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1 | 0 | THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd | 0 | 1 |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType1Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 74669 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST INCOME. AMOUNT: 514. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: TRAVEL. AMOUNT: 5,000. DESCRIPTION: MEETINGS AND CONFERENCES. AMOUNT: 4,645. DESCRIPTION: LOSS ON PASS-THROUGH INVESTMENT. AMOUNT: 1,495. DESCRIPTION: SERVICE PROVIDER EXPENSE. AMOUNT: 3. DESCRIPTION: MISCELLANEOUS. AMOUNT: 22. TOTAL TO FORM 990-EZ, LINE 16: 11,165. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | DESCRIPTION: INVESTMENT IN PRIVATE EQUITY FUND I LP. BEG. OF YEAR AMOUNT: 8,488. END OF YEAR AMOUNT: 6,657. DESCRIPTION: INVESTMENT IN REAL ESTATE FUND LP. BEG. OF YEAR AMOUNT: 9,093. END OF YEAR AMOUNT: 5,352. DESCRIPTION: INVESTMENT IN PRIVATE EQUITY FUND II LP. BEG. OF YEAR AMOUNT: 14,173. END OF YEAR AMOUNT: 22,681. DESCRIPTION: INVESTMENT IN REAL ESTATE FUND II LP. BEG. OF YEAR AMOUNT: 13,739. END OF YEAR AMOUNT: 21,782. DESCRIPTION: DUE FROM REAL ESTATE FUND III. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 3,900. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DAVID W STEVENS |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TREASURER |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9199627158 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-02-09 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | KFBSF INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | KFBS |
| ReturnHeader/Filer/EIN | 0 | 208071163 |
| ReturnHeader/Filer/PhoneNum | 0 | 9199627158 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | CAMPUS BOX 3490 MCCOLL BUILDING |
| ReturnHeader/Filer/USAddress/City | 0 | CHAPEL HILL |
| ReturnHeader/Filer/USAddress/State | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 275993440 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 560571159 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | BERNARD ROBINSON & COMPANY LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | PO BOX 19608 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | GREENSBORO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 274199608 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3362944494 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-02-07 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | RHONDA F SKILES |
| ReturnHeader/ReturnTs | 0 | 2015-02-11T15:09:08-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-06-30 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $335,946
- Liabilities
- $0
- Net assets
- $335,946
- Revenue
- $129,294
- Expenses
- $72,533
- Net income
- $56,761