Civic Intelligence

Human Environmental Sciences Foundation Incorporated

990 • Fiscal year 2015 • EIN 23-7160700

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 11, 2015

PO Box 26170Greensboro, NC 27402

(336) 334-5200

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$9,340,631

Down $146,458 (-1.5%) from 2014

Net Assets

Down

$9,340,631

Down $146,458 (-1.5%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses

Revenue

Down

$584,883

Down $172,304 (-23%) from 2014

Expenses

Up

$388,871

Up $38,679 (+11%) from 2014

Net Income

Down

$196,012

Down $210,983 (-52%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2012: $7,560,655Liabilities 2012: $0Net Assets 2012: $7,560,6552012Assets 2013: $8,289,384Liabilities 2013: $0Net Assets 2013: $8,289,3842013Assets 2014: $9,487,089Liabilities 2014: $0Net Assets 2014: $9,487,0892014Assets 2015: $9,340,631Liabilities 2015: $0Net Assets 2015: $9,340,6312015Assets 2016: $8,644,967Liabilities 2016: $0Net Assets 2016: $8,644,9672016Assets 2017: $9,628,836Liabilities 2017: $0Net Assets 2017: $9,628,8362017Assets 2018: $10,043,085Liabilities 2018: $0Net Assets 2018: $10,043,0852018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2015

Assets$9,340,631
Liabilities$0
Net Assets$9,340,631

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10M-$20MExpenses 2012: $342,9532012Expenses 2013: $293,6732013Revenue 2014: $757,187Expenses 2014: $350,192Net Income 2014: $406,9952014Revenue 2015: $584,883Expenses 2015: $388,871Net Income 2015: $196,0122015Revenue 2016: $188,308Expenses 2016: $433,399Net Income 2016: -$245,0912016Revenue 2017: $551,376Expenses 2017: $433,960Net Income 2017: $117,4162017Revenue 2018: $405,518Expenses 2018: $445,344Net Income 2018: -$39,8262018Revenue 2019: $0Expenses 2019: $10,043,085Net Income 2019: -$10,043,0852019

Highlighted filing

2015

Revenue$584,883
Expenses$388,871
Net Income$196,012
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$584,883
Mission and Program Overview

Mission

PLEASE SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,487,089$9,340,631▼ $146,458
Investments Other Securities$9,432,286$9,282,554▼ $149,732
Savings and Temporary Cash Investments$54,803$57,577▲ $2,774
Accounts Receivable-$500-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$9,487,089$9,340,631▼ $146,458
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,487,089$9,340,631▼ $146,458
Total Liabilities and Net Assets / Fund Balance$9,487,089$9,340,631▼ $146,458

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$9,282,554--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$9,060,040$133,176▲ $37,108$352,333$8,877,991
2013$7,898,153$225,020▲ $1,259,914$323,047$9,060,040
2012$7,211,969$182,141▲ $755,320$251,277$7,898,153
2011$7,612,458$43,900▼ $202,331$242,058$7,211,969
2010$6,367,287$155,020▲ $1,330,139$239,988$7,612,458
Compensation and Service Providers

Employees

NameTitleOtherTotal
Anna Marshall-bakerDirector$140,928$140,928
Charles Anthony MaimoneTreasurer$124,175$124,175
Revenue and Support

Revenue Composition

Contributions and Grants
$133,176
Program Service Revenue
$0
Investment Income
$451,707
Other Revenue
$0
All Other Contributions
$133,176
Change in Net Assets
$196,012

Audited Revenue Reconciliation

Revenue per Audited Statements
$538,798
Revenue Not Reported on Financial Statements
$46,085
Revenue Not Reported on Form 990
$-342,470
Total Revenue per Audited Statements
$196,328
Total Revenue per Form 990
$584,883
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$341,076
Other Expenses$47,795
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$341,076--$341,076
Fees for Service Investment Mgmnt Fees-$46,085-$46,085
Other Expenses-$1,710-$1,710
Total Functional Expenses$341,076$47,795$0$388,871

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$388,871
Expenses per Audited Statements$342,786
Total Expenses per Audited Statements$342,786
Expenses Not Reported on Financial Statements$46,085
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The University of North Carolina at GreensboroGreensboro, NCGovernmentalTo Aid and Promote, by Financial Assistance and Otherwise, Excellence in Higher Education, Service and Research in the Six Units Housed in the School of Human Environmental Sciences at the University of North Carolina at Greensboro Immediately Prior to Its Merger With Into the School of Health and Human Science and to Aid and Promote the Endowment of the Foundation for Professorships, Scholarships, Fellowships, Loan Funds, Program Support, and Other Forms of Financial Assistance to Faculty, Staff Members and Students.$341,076
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

It is our intention that the executive committee review 990 electronically prior to it being filed.

Form 990, Part VI, Section B, Line 12C

The organization regularly and consistently monitors and enforces compliance with the conflict interest policy via annual request from the officers, directors, trustees and key employees.

Form 990, Part VI, Section B, Line 15

The entity has no employees and as such does not have compensation policies. Uncg, a related party, pays the compensation shown on part vii and does have compensation review polices in place.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Human Environmental Sciences
EIN
23-7160700
Phone
3363345200
Address
PO BOX 26170, GREENSBORO, NC 27402

Signing Officer

Name
Charles Maimone
Title
Treasurer
Phone
3363345200
Signed
2015-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Maimone
Formed
1946
Legal Domicile
Nc
Voting Board Members
20
Independent Board Members
16
Employees
0
Volunteers
18

Preparer

Firm
Bernard Robinson & Company Llp
Address
PO BOX 19608, GREENSBORO, NC 27419-9608
Preparer
Lory H Kelley
Phone
3362944494
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1 and Part III, Line 1

The university of north carolina at greensboro human environmental sciences foundation is a north carolina not-for-profit corporation which operates for educational, scientific, and charitable purpose within section 501 (c) (3) of the internal revenue code. It was "organized exclusively for the benefit of the five departments and center that were housed in the school of human environmental sciences of the university of north carolina at greensboro immediately prior to the realignment on july 1, 2011." the purposes for which the corporation was organized are: 1) to aid and promote, by financial assistance and otherwise, excellence in higher education, service and research in the six units housed in the school of human environmental sciences at the university of north carolina at greensboro immediately prior to its merger with into the school of health and human science and 2) to aid and promote the endowment of the foundation for professorships, scholarships, fellowships, loan funds, program support, and other forms of financial assistance to faculty, staff members and students.

Form 990, Part XII Line 2B and 2C

Processes for financial statements and reporting were consistent with prior year.

Financial Statement Notes

PART V, LINE 4:

The majority of endowments are donor restricted for scholarships, departmental support, or professorships. The unrestricted dollars fund the operating budget, as well as discretionary funding.

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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
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IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PLEASE SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09487089
IRS990/NetAssetsOrFundBalancesEOYAmt09340631
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0379577
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0379577
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-342470
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01710
IRS990/OtherExpensesGrp/TotalAmt01710
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CHARLES MAIMONE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0228170
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0302905
IRS990/PYInvestmentIncomeAmt0529017
IRS990/PYOtherExpensesAmt047287
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0406995
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0350192
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0757187
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0196012
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09487089
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt09340631
IRS990/SavingsAndTempCashInvstGrp/BOYAmt054803
IRS990/SavingsAndTempCashInvstGrp/EOYAmt057577
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0133176
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0228170
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0182391
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt044150
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0155270
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0743157
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt072130
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt059813
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt084691
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt069149
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt057717
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0343500
IRS990ScheduleA/PublicSupportCY170Pct00.40550
IRS990ScheduleA/PublicSupportPY170Pct00.41940
IRS990ScheduleA/PublicSupportTotal170Amt0440596
IRS990ScheduleA/SubstantialContributorsTotAmt0302561
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0133176
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0228170
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0182391
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt044150
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0155270
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0743157
IRS990ScheduleA/TotalSupportAmt01086657
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.01980
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt09060040
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0133176
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08877991
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt037108
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0352333
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07898153
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0225020
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt09060040
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01259914
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0323047
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07211969
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0182141
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07898153
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0755320
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0251277
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt07612458
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt043900
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt07211969
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-202331
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0242058
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt06367287
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0155020
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt07612458
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01330139
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0239988
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd01
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt046085
IRS990ScheduleD/ExpensesSubtotalAmt0342786
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt046085
IRS990ScheduleD/InvestmentExpensesNotIncldAmt046085
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-342470
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt09282554
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SHARES IN UNCG INVEST FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.98020
IRS990ScheduleD/RelatedOrgListSchRInd01
IRS990ScheduleD/RevenueNotReportedAmt0-342470
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt046085
IRS990ScheduleD/RevenueSubtotalAmt0538798
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE MAJORITY OF ENDOWMENTS ARE DONOR RESTRICTED FOR SCHOLARSHIPS, DEPARTMENTAL SUPPORT, OR PROFESSORSHIPS. THE UNRESTRICTED DOLLARS FUND THE OPERATING BUDGET, AS WELL AS DISCRETIONARY FUNDING.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt09282554
IRS990ScheduleD/TotalExpensesPerForm990Amt0388871
IRS990ScheduleD/TotalRevenuePerForm990Amt0584883
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0196328
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0342786
IRS990ScheduleI/GrantRecordsMaintainedInd01

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