Civic Intelligence

Winthrop University Foundation

990 • Fiscal year 2024 • EIN 23-7378001

Jan 01, 2024 to Dec 31, 2024 • Filed on May 14, 2025

Organization Profilewww.winthrop.edu/foundation

View Organization Page

2020 Alumni Drive Stewart HouseRock Hill, SC 29733

(803) 323-2229

Siviq Scores

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

Liabilities / Assets

19th percentile

0.03x

Higher debt load relative to assets than 19% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

53rd percentile

0.38x

Higher debt load relative to revenue than 53% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

74th percentile

18%

Higher net margin than 74% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$552,501

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

85th percentile

48%

Faster revenue growth than 85% of similar nonprofits.

2024 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$92,630,830

Up $18,796,903 (+25%) from 2022

Net Assets

Up

$89,662,095

Up $17,170,560 (+24%) from 2022

Liabilities

Up

$2,968,735

Up $1,626,343 (+121%) from 2022

Revenue And Expenses
Liabilities / Revenue53rd percentileNet Margin74th percentile

Revenue

Up

$7,744,181

Up $1,489,853 (+24%) from 2022

Expenses

Up

$6,386,723

Up $1,740,285 (+37%) from 2022

Net Income

Down

$1,357,458

Down $250,432 (-16%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth69th 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: $72,491,5352022Assets 2024: $92,630,830Liabilities 2024: $2,968,735Net Assets 2024: $89,662,0952024

Highlighted filing

2024

Assets$92,630,830
Liabilities$2,968,735
Net Assets$89,662,095
Open 2024 Filing

Operations Trend

Revenue Growth85th 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: $1,607,8902022Revenue 2024: $7,744,181Expenses 2024: $6,386,723Net Income 2024: $1,357,4582024

Highlighted filing

2024

Revenue$7,744,181
Expenses$6,386,723
Net Income$1,357,458
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 14, 2025
Return Version
2024v5.1
Gross Receipts
$12,527,442
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$77,528,652$85,968,515▲ $8,439,863
Cash and Non-Interest-Bearing Accounts$1,982,800$1,936,255▼ $46,545
Intangible Assets-$1,335,355-
Pledges and Grants Receivable$1,274,275$1,270,202▼ $4,073
Prepaid Expenses and Deferred Charges$11,244$43,184▲ $31,940
Land, Buildings, and Equipment, Net-$17,800-
Inventories for Sale or Use$2,000$7,000▲ $5,000
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-
Total Assets$82,758,177$92,630,830▲ $9,872,653
Other Assets Total$1,959,206$2,052,519▲ $93,313
Liabilities
Other Liabilities$1,059,945$2,625,363▲ $1,565,418
Accounts Payable and Accrued Expenses$301,249$343,372▲ $42,123
Total Liabilities$1,361,194$2,968,735▲ $1,607,541
Net Assets / Fund Balance
Net Assets With Donor Restrictions$78,222,236$84,442,134▲ $6,219,898
Net Assets Without Donor Restrictions$3,174,747$5,219,961▲ $2,045,214
Total Net Assets Fund Balance$81,396,983$89,662,095▲ $8,265,112
Total Liabilities and Net Assets / Fund Balance$82,758,177$92,630,830▲ $9,872,653

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,800$110,479$128,279

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$78,220,755$1,665,636▲ $7,952,911-$82,124,704
2023$70,358,136$1,048,255▲ $10,256,639-$78,220,755
2022$85,216,933$2,299,837▼ $12,930,635-$70,358,136
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
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Edward SernaUniversity Pres.PT$180,000$17,110$197,110
Mrs Robin EmbryExecutive DirectorFT$129,671$42,174$171,845

Board Members and Trustees

NameTitle
Dr Andy WilsonPresident
Mr Sylvester OwensVice President
Dr Sue RexDirector
Mr Andy PopenfooseDirector
Mr Bob BreakfieldDirector
Mr Chris TidwellDirector
Mr Claude CloseDirector
Mr Creighton HayesDirector
Mr Eric KlemanDirector
Mr Harry EmersonDirector
Mr Matt DoschDirector
Mr Scott MeltonDirector
Mrs Casey FerriDirector
Mrs Suzanne HarnoisDirector
Ms Chelsea BrownDirector
Mrs Terry Grayson-CaprioSecretary
Mrs Linda WarnerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,189,722
Program Service Revenue
$66,132
Investment Income
$2,384,602
Other Revenue
$103,725
All Other Contributions
$5,189,722
Change in Net Assets
$1,357,458

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,579,530
Revenue Not Reported on Financial Statements
$164,651
Revenue Not Reported on Form 990
$6,907,654
Total Revenue per Audited Statements
$14,487,184
Total Revenue per Form 990
$7,744,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,037,327
Salaries, Compensation, and Employee Benefits$782,790
Other Expenses$566,606
Total Fundraising Expense$448,675
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$5,037,327--$5,037,327
Other Salaries and Wages$189,651$150,289$232,676$572,616
Current Officers, Directors, Trustees, and Key Employees$81,290$103,107$25,777$210,174
Fees for Service Investment Mgmnt Fees-$164,651-$164,651
Office Expenses-$45,826$87,338$133,164
Fees for Services Other-$22,653$16,478$39,131
Travel$7,003$2,769$28,051$37,823
Occupancy$21,609$13,323$1,083$36,015
All Other Expenses$6,320$16,219-$22,539
Other Expenses$19,591$21,533$23,524$19,591
Insurance-$5,754-$5,754
Total Functional Expenses$5,362,791$575,257$448,675$6,386,723

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,386,723
Expenses per Audited Statements$6,222,072
Total Expenses per Audited Statements$6,222,072
Expenses Not Reported on Financial Statements$164,651
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Winthrop UniversityRock Hill, SC-Scholarships$4,914,549
Alumni Assoc of Win UnivRock Hill, SC-Operating Expenses$29,000
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
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
Operating Lease Liability$1,336,167
Actuarial Liab of Annuities Payable$1,079,392
Guarantee Rent Liability$191,000
Payroll Liabilities$18,804
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, Section B, Line 11B

“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, Section B, Line 12C

“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, Section B, Line 15A

“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, Section B, Line 15B

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

Form 990, Part VI, Section C, Line 19

“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
2020 Alumni Drive Stewart House, Rock Hill, SC 29733

Signing Officer

Name
Mrs Robin Embry
Title
Executive Director
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Formed
1973
Legal Domicile
Sc
Voting Board Members
18
Independent Board Members
18
Employees
6
Volunteers
35

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in cash surrender value = -$227”

Form 990, Part XI, Line 9

“Change in split-interest trusts = -$43131”

Form 990, Part XI, Line 9

“Provision for doubtful accounts = $3976”

Form 990, Part XI, Line 9

“Provision for pledge discounts = $2573”

Raw XML AppendixShowing 400 of 693 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 Edward Serna
IRS990/Form990PartVIISectionAGrp/PersonNm1Mrs Robin Embry
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IRS990/Form990PartVIISectionAGrp/PersonNm16Mr Harry Emerson
IRS990/Form990PartVIISectionAGrp/PersonNm17Mrs Casey Ferri
IRS990/Form990PartVIISectionAGrp/PersonNm18Mr Scott Melton
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15President
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
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Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$92,630,830
Liabilities
$2,968,735
Net assets
$89,662,095
Revenue
$7,744,181
Expenses
$6,386,723
Net income
$1,357,458
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$92.6$2.97$89.7$7.74$6.39$1.36
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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$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