Civic Intelligence

Winthrop University Foundation

990 • Fiscal year 2021 • EIN 23-7378001

Jan 01, 2021 to Dec 31, 2021 • Filed on May 13, 2022

Organization Profilewww.winthrop.edu/foundation

View Organization Page

302 Tillman HallRock Hill, SC 29733

(803) 323-2229

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

16th percentile

0.02x

Higher debt load relative to assets than 16% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

41st percentile

0.25x

Higher debt load relative to revenue than 41% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

85th percentile

50%

Higher net margin than 85% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

55th percentile

$367,850

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

53rd percentile

12%

Faster asset growth than 53% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

64th percentile

21%

Faster revenue growth than 64% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$89,194,270

Up $9,823,994 (+12%) from 2020

Net Assets

Up

$87,369,498

Up $9,972,920 (+13%) from 2020

Liabilities

Down

$1,824,772

Down $148,926 (-7.5%) from 2020

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin85th percentile

Revenue

Up

$7,336,925

Up $1,284,353 (+21%) from 2020

Expenses

Up

$3,700,127

Up $713,997 (+24%) from 2020

Net Income

Up

$3,636,798

Up $570,356 (+19%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$100M$50M$0Assets 2010: $31,172,355Liabilities 2010: $72,809Net Assets 2010: $31,099,5462010Assets 2011: $38,483,076Liabilities 2011: $3,595,739Net Assets 2011: $34,887,3372011Assets 2013: $46,801,745Liabilities 2013: $3,165,731Net Assets 2013: $43,636,0142013Assets 2014: $48,971,654Liabilities 2014: $3,027,147Net Assets 2014: $45,944,5072014Assets 2016: $51,013,627Liabilities 2016: $2,085,570Net Assets 2016: $48,928,0572016Assets 2017: $58,721,451Liabilities 2017: $1,903,154Net Assets 2017: $56,818,2972017Assets 2018: $56,063,439Liabilities 2018: $1,518,057Net Assets 2018: $54,545,3822018Assets 2019: $68,775,010Liabilities 2019: $1,977,136Net Assets 2019: $66,797,8742019Assets 2020: $79,370,276Liabilities 2020: $1,973,698Net Assets 2020: $77,396,5782020Assets 2021: $89,194,270Liabilities 2021: $1,824,772Net Assets 2021: $87,369,4982021Assets 2022: $73,833,927Liabilities 2022: $1,342,392Net Assets 2022: $72,491,5352022

Highlighted filing

2021

Assets$89,194,270
Liabilities$1,824,772
Net Assets$87,369,498
Open 2021 Filing

Operations Trend

Revenue Growth64th percentile

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

$10M$5.0M$0Expenses 2010: $3,315,3452010Expenses 2011: $4,133,8512011Revenue 2013: $7,719,528Expenses 2013: $3,902,213Net Income 2013: $3,817,3152013Revenue 2014: $6,165,275Expenses 2014: $4,490,759Net Income 2014: $1,674,5162014Revenue 2016: $8,121,843Expenses 2016: $3,942,650Net Income 2016: $4,179,1932016Revenue 2017: $4,667,272Expenses 2017: $3,602,706Net Income 2017: $1,064,5662017Revenue 2018: $6,597,667Expenses 2018: $3,378,853Net Income 2018: $3,218,8142018Revenue 2019: $8,237,307Expenses 2019: $3,902,348Net Income 2019: $4,334,9592019Revenue 2020: $6,052,572Expenses 2020: $2,986,130Net Income 2020: $3,066,4422020Revenue 2021: $7,336,925Expenses 2021: $3,700,127Net Income 2021: $3,636,7982021Revenue 2022: $6,254,328Expenses 2022: $4,646,438Net Income 2022: $1,607,8902022

Highlighted filing

2021

Revenue$7,336,925
Expenses$3,700,127
Net Income$3,636,798
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 13, 2022
Return Version
2021v4.0
Gross Receipts
$7,343,848
Mission and Program Overview

Mission

To support and enhance winthrop university by encouraging alumni and friends to provide private funds and other resources for the university's benefit, to manage those assets, and to provide volunteer leadership in support of the university's objectives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$74,321,909$85,137,706▲ $10,815,797
Pledges and Grants Receivable$2,017,437$1,260,748▼ $756,689
Cash and Non-Interest-Bearing Accounts$755,636$508,384▼ $247,252
Prepaid Expenses and Deferred Charges-$12,483-
Inventories for Sale or Use-$2,000-
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Total Assets$79,370,276$89,194,270▲ $9,823,994
Other Assets Total$2,275,294$2,272,949▼ $2,345
Liabilities
Other Liabilities$1,806,317$1,561,770▼ $244,547
Accounts Payable and Accrued Expenses$167,381$263,002▲ $95,621
Total Liabilities$1,973,698$1,824,772▼ $148,926
Net Assets / Fund Balance
Net Assets With Donor Restrictions$74,122,483$83,531,390▲ $9,408,907
Net Assets Without Donor Restrictions$3,274,095$3,838,108▲ $564,013
Total Net Assets Fund Balance$77,396,578$87,369,498▲ $9,972,920
Total Liabilities and Net Assets / Fund Balance$79,370,276$89,194,270▲ $9,823,994

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$94,546$94,546

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$75,542,059$3,203,639▲ $9,720,085$44,330$85,216,933
2020$65,235,849$3,376,743▲ $9,409,849-$75,542,058
2019$52,972,221$4,836,930▲ $10,762,794-$65,235,849
2018$55,465,625$3,522,131▼ $3,367,983-$52,972,221
2017$47,553,480$2,927,203▲ $7,903,263-$55,465,625
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr George HyndInt Univ PresPT$138,021$13,181$151,202
Mrs Robin EmbryExecutive DirectorFT$120,832$10,861$131,693

Board Members and Trustees

NameTitle
Mr Bob BreakfieldPast President
Mr Peter MoroniPresident
Mr Matt DoschVice President
Dr Andy WilsonDirector
Mr Andy PopenfooseDirector
Mr Andy SheneDirector
Mr Chris TidwellDirector
Mr Claude CloseDirector
Mr Creighton HayesDirector
Mr Mike WhiteheadDirector
Mr Sig HuittDirector
Mr Sylvester OwensDirector
Mrs Catherine FairclothDirector
Mrs Dawn JohnsonDirector
Mrs Helen NugentDirector
Mrs Jan IveyDirector
Mrs Terry Grayson-CaprioDirector
Ms Chelsea BrownDirector
Mr Byron PutnamEx-officio
Mr Scott MeltonEx-Officio
Mrs Casey FerriEx-officio
Dr Sue RexSecretary
Mrs Linda WarnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,290,359
Program Service Revenue
$74,760
Investment Income
$3,969,971
Other Revenue
$1,835
All Other Contributions
$3,269,999
Change in Net Assets
$3,636,798

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,336,925
Revenue Not Reported on Form 990
$6,324,259
Total Revenue per Audited Statements
$13,661,184
Total Revenue per Form 990
$7,336,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,649,709
Salaries, Compensation, and Employee Benefits$567,227
Other Expenses$411,081
Total Fundraising Expense$285,156
Professional Fundraising Fees$72,110

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,649,709--$2,649,709
Current Officers, Directors, Trustees, and Key Employees$168,229$72,499$18,125$258,853
Other Salaries and Wages$146,103$72,149-$218,252
Fees for Services Other$81,799$3,739$18,607$104,145
Fees for Services Professional Fundraising--$72,110$72,110
Fees for Service Investment Mgmnt Fees-$60,037-$60,037
Pension Plan Contributions$31,106$14,204$1,691$47,001
Information Technology$774$14,357$27,577$42,708
Payroll Taxes$24,527$11,069$1,318$36,914
Office Expenses-$6,604$15,741$22,345
Fees for Services Accounting-$13,600-$13,600
Occupancy$7,649$4,717$383$12,749
Travel--$9,517$9,517
Insurance-$8,819-$8,819
Other Employee Benefits$3,290$2,607$310$6,207
Conferences and Meetings-$3,959-$3,959
Other Expenses-$219$135$354
All Other Expenses--$50$50
Total Functional Expenses$3,113,186$301,785$285,156$3,700,127

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,700,127
Total Expenses per Audited Statements$3,700,127
Total Expenses per Form 990$3,700,127
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Winthrop UniversityRock Hill, SC-Scholarships$2,349,329
Alumni Assoc of Win UnivRock Hill, SC-Operating Expenses$29,570
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$72,110
Fundraising Direct Expenses$6,923

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
WU Golf Classic$20,360-$6,923-
Total Events$20,360-$6,923$-6,923
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Actuarial Liab of Annuities Payable$1,523,787
Guarantee Rent Liability$30,000
Payroll Liabilities$7,983
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
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, Line 11B: Form 990 Review Process

“The form 990 is completed following receipt of the independent auditor's report and audited financial statements. Reviewed by the audit committee with the auditor and delivered electronically to all winthrop university foundation board members prior to filing with the irs.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The foundation's conflict of interest policy is distributed annually at the first board meeting of the year and as part of the new board member orientation. Each board director completes a questionnaire to establish their independence and determine if a conflict exists. This document is reviewed by the executive director of the foundation and kept on file. Members of the board of directors are mandated to disclose potential conflicts of interest and recuse themselves from any action. Such action is documented in the official board minutes.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“Staff salaries and benefits comprising total compensation are reviewed annually as part of the regular budgeting forecast by the operations committee and the board of directors. The executive director is responsible for the annual evaluation of staff including self-appraisal as well as performance review by the immediate supervisor. Comparable position salary ranges for all positions from similar sized nonprofit organizations are reviewed annually to establish reasonableness. Sources for comparable data are from professional organizations serving higher education foundations including council for advancement and support education (case), association of governing board (agb) and guidestar.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“See answer to form 990, part vi, line 15a above”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The winthrop university foundation's governing documents are available on the organization's website at www.winthrop.edu/foundation. Additionally, the irs form 990 is also available upon request at the foundation office.”

Filing and Contact Details

Filer

Filer Name
Winthrop University Foundation
EIN
23-7378001
Phone
8033232229
Address
302 Tillman Hall, Rock Hill, SC 29733

Signing Officer

Name
Mr Peter Moroni
Title
President
Signed
2022-05-13
Discuss with paid preparer
Yes

Organization Details

Formed
1973
Legal Domicile
Sc
Voting Board Members
23
Independent Board Members
23
Employees
6
Volunteers
35

Preparer

Firm
C DeWitt Foard & Co PA
Address
817 E Morehead St Ste 100, Charlotte, NC 28202
Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Change in cash surrender value = -$4058”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Change in split-interest trusts = $210511”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Provision for doubtful accounts = $140505”

Other Changes In Net Assets Or Fund Balances - Other Increases

“Provision for pledge discounts = $2706”

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Change in value in split interest trusts $210511 change in cash surrender value $-4058 provision for doubtful accounts $140505 provision for pledge discounts $2706 rental expenses $0 special event expenses $0”

Raw XML AppendixShowing 400 of 778 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm0Dr George Hynd
IRS990/Form990PartVIISectionAGrp/PersonNm1Mrs Robin Embry
IRS990/Form990PartVIISectionAGrp/PersonNm2Mr Andy Shene
IRS990/Form990PartVIISectionAGrp/PersonNm3Mr Peter Moroni
IRS990/Form990PartVIISectionAGrp/PersonNm4Mr Claude Close
IRS990/Form990PartVIISectionAGrp/PersonNm5Mrs Catherine Faircloth
IRS990/Form990PartVIISectionAGrp/PersonNm6Mr Bob Breakfield
IRS990/Form990PartVIISectionAGrp/PersonNm7Ms Chelsea Brown
IRS990/Form990PartVIISectionAGrp/PersonNm8Mrs Linda Warner
IRS990/Form990PartVIISectionAGrp/PersonNm9Mr Andy Popenfoose
IRS990/Form990PartVIISectionAGrp/PersonNm10Mr Matt Dosch
IRS990/Form990PartVIISectionAGrp/PersonNm11Mrs Terry Grayson-Caprio
IRS990/Form990PartVIISectionAGrp/PersonNm12Mr Creighton Hayes
IRS990/Form990PartVIISectionAGrp/PersonNm13Mr Chris Tidwell
IRS990/Form990PartVIISectionAGrp/PersonNm14Mr Sig Huitt
IRS990/Form990PartVIISectionAGrp/PersonNm15Mrs Jan Ivey
IRS990/Form990PartVIISectionAGrp/PersonNm16Mr Sylvester Owens
IRS990/Form990PartVIISectionAGrp/PersonNm17Mrs Dawn Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm18Dr Sue Rex
IRS990/Form990PartVIISectionAGrp/PersonNm19Dr Andy Wilson
IRS990/Form990PartVIISectionAGrp/PersonNm20Mr Mike Whitehead
IRS990/Form990PartVIISectionAGrp/PersonNm21Mrs Helen Nugent
IRS990/Form990PartVIISectionAGrp/PersonNm22Mr Byron Putnam
IRS990/Form990PartVIISectionAGrp/PersonNm23Mrs Casey Ferri
IRS990/Form990PartVIISectionAGrp/PersonNm24Mr Scott Melton
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Int Univ Pres
IRS990/Form990PartVIISectionAGrp/TitleTxt1Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Ex-officio
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IRS990/MissionDesc0TO SUPPORT AND ENHANCE WINTHROP UNIVERSITY BY ENCOURAGING ALUMNI AND FRIENDS TO PROVIDE PRIVATE FUNDS AND OTHER RESOURCES FOR THE UNIVERSITY'S BENEFIT, TO MANAGE THOSE ASSETS, AND TO PROVIDE VOLUNTEER LEADERSHIP IN SUPPORT OF THE UNIVERSITY'S OBJECTIVES.
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,194,270
Liabilities
$1,824,772
Net assets
$87,369,498
Revenue
$7,336,925
Expenses
$3,700,127
Net income
$3,636,798
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.8$1.34$72.5$6.25$4.65$1.61
2021Detailed filing. Detailed filing data is available for this year.$89.2$1.82$87.4$7.34$3.70$3.64
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.4$1.97$77.4$6.05$2.99$3.07
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$68.8$1.98$66.8$8.24$3.90$4.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.1$1.52$54.5$6.60$3.38$3.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.7$1.90$56.8$4.67$3.60$1.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.0$2.09$48.9$8.12$3.94$4.18
2014Detailed filing. Detailed filing data is available for this year.$49.0$3.03$45.9$6.17$4.49$1.67
2013Detailed filing. Detailed filing data is available for this year.$46.8$3.17$43.6$7.72$3.90$3.82
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.5$3.60$34.9$4.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.2$0.07$31.1$3.32