Civic Intelligence

University of North Carolina At

EIN 33-1127376 • 501(c)3 • Charlotte, NC

Profile

The purpose of the corporation is to foster educational social programs and human capital research to benefit the public agencies and its participants, and to benefit the community through collaboration.

9201 University City Blvd Reese 411Charlotte, NC 28223-0001

ui.uncc.edu/PROGRAMS/ISC

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

52nd percentile

-0.8%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$244,755

Up $9,806 (+4.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$244,755

Up $9,806 (+4.2%) from 2023

Revenue

Up

$11,759

Up $2,259 (+24%) from 2023

Expenses

Down

$1,953

Down $2,611 (-57%) from 2023

Net Income

Up

$9,806

Up $4,870 (+99%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2012: $176,958Liabilities 2012: $0Net Assets 2012: $176,9582012Assets 2013: $279,330Liabilities 2013: $3,000Net Assets 2013: $276,3302013Assets 2014: $271,245Liabilities 2014: $0Net Assets 2014: $271,2452014Assets 2015: $252,448Liabilities 2015: $1,600Net Assets 2015: $250,8482015Assets 2016: $245,446Liabilities 2016: $100Net Assets 2016: $245,3462016Assets 2017: $230,092Liabilities 2017: $45Net Assets 2017: $230,0472017Assets 2018: $220,724Liabilities 2018: $3,865Net Assets 2018: $216,8592018Assets 2019: $219,625Liabilities 2019: $2,000Net Assets 2019: $217,6252019Assets 2020: $166,985Liabilities 2020: $0Net Assets 2020: $166,9852020Assets 2021: $226,419Liabilities 2021: $50Net Assets 2021: $226,3692021Assets 2022: $230,013Liabilities 2022: $0Net Assets 2022: $230,0132022Assets 2023: $234,949Liabilities 2023: $0Net Assets 2023: $234,9492023Assets 2024: $244,755Liabilities 2024: $0Net Assets 2024: $244,7552024

Highlighted filing

2024

Assets$244,755
Liabilities$0
Net Assets$244,755

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2012: $272,1372012Expenses 2013: $4,1532013Revenue 2014: $7,822Expenses 2014: $12,907Net Income 2014: -$5,0852014Revenue 2015: $18,745Expenses 2015: $39,142Net Income 2015: -$20,3972015Revenue 2016: $22,975Expenses 2016: $28,477Net Income 2016: -$5,5022016Revenue 2017: $13,859Expenses 2017: $29,158Net Income 2017: -$15,2992017Revenue 2018: $34,500Expenses 2018: $47,688Net Income 2018: -$13,1882018Revenue 2019: $34,000Expenses 2019: $33,234Net Income 2019: $7662019Revenue 2020: $5,000Expenses 2020: $55,640Net Income 2020: -$50,6402020Revenue 2021: $63,246Expenses 2021: $3,862Net Income 2021: $59,3842021Revenue 2022: $15,500Expenses 2022: $11,856Net Income 2022: $3,6442022Revenue 2023: $9,500Expenses 2023: $4,564Net Income 2023: $4,9362023Revenue 2024: $11,759Expenses 2024: $1,953Net Income 2024: $9,8062024

Highlighted filing

2024

Revenue$11,759
Expenses$1,953
Net Income$9,806

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 24, 2025
Return Version
2023v6.0
Gross Receipts
$11,759
Mission and Program Overview

Mission

The purpose of the corporation is to foster educational social programs and human capital research to benefit the public agencies and its participants, and to benefit the community through collaboration.

Program Services

DescriptionGrantsExpenses
TO FOSTER EDUCATIONAL, SOCIAL, AND HUMAN CAPITAL RESEARCH. TO PLAN, COMPILE, VALIDATE AND EVALUATE SOCIAL SERVICES TO IMPROVE SOCIAL PROGRAMS FOR CHILDREN AND YOUTH AND THE NEEDS OF SENIORS AND FAMILIES. EVALUATED AND REPORTED ON THE EFFECTIVENESS OF PROGRAM DATA PROVIDED TO THESE VARIOUS SOCIAL AGENCIES.$0$1,953
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW BOWENBoard Member-$0--
CASEY CALLOWAYBoard Member-$0--
SHERRI CHISHOLMBoard Member-$0--
BRIAN COLLIERBoard Member-$0--
KATHRYN FIRMIN-SELLERSBoard Member-$0--
GERALDINE GARDNERBoard Member-$0--
TIM GIBBONSBoard Member-$0--
DOUG HAGUEBoard Member-$0--
MELVIN HERRINGBoard Member-$0--
KRISTEN HOWARDBoard Member-$0--
RAQUEL LYNCHBoard Member-$0--
CARLENE MAYFIELDBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
University of North Carolina at
EIN
33-1127376
Phone
7046875806
Address
9201 UNIVERSITY CITY BLVD REESE 411, CHARLOTTE, NC 28223-0001

Signing Officer

Name
Jeremy Alajajian
Title
Treasurer
Phone
7046875806
Signed
2025-03-24
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
920 5TH AVENUE SUITE 2800, SEATTLE, WA 98104
Preparer
Sue Robison
Phone
2062814444
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

Description: insurance. Amount: 1,953.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid expenses. Beg. Of year amount: 1,447. End of year amount: 1,519.

FORM 990-EZ, PART V, SIGNIFICANT CHANGES:

The university of north carolina at charlotte institute for social capital (uncc isc) made the following changes to its organizing and governing documents. Articles of incorporation: 1. Uncc isc is no longer designated as a corporation member to unc charlotte foundation with approval of the corporate member. Bylaws: 1. Added language for doing business as the charlotte regional data trust. 2. Changed designation of one corporation member (the unc charlotte foundation) to no members. 3. Transferred authority from the foundation board to the charlotte regional data trust board for: the number of directors removing a director filling director vacancies forming committees audit committee 4. Modernized and simplified language throughout the bylaws, including: removing gendered language and complex language 5. Added flexibility to reduce future minor changes, such as the annual meeting date treasurer role and financial management: 1. Tom hartman, currently serving the foundation, will be replaced by jeremy alajajian, business officer for urbancore and the urban institute, after a foundation board vote. 2. The treasurer remains an appointee of the vice-chancellor of business affairs. 3. Audit responsibilities will be assumed, but the current budget does not meet the threshold to conduct an external audit.

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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE INSTITUTE FOR SOCIAL CAPITAL, INC. D/B/A THE CHARLOTTE REGIONAL DATA TRUST (DATA TRUST) HAS THE POWER TO APPOINT, REMOVE AND REPLACE MEMBERS OF THE GOVERNING BODY OF THE ORGANIZATION UPON APRROVAL OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE. THE DATA TRUST IS EFFECTIVELY CONTROLLED BY THE SUPPORTED ORGANIZATION, THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INSURANCE. AMOUNT: 1,953.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 1,447. END OF YEAR AMOUNT: 1,519.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INSTITUTE FOR SOCIAL CAPITAL (UNCC ISC) MADE THE FOLLOWING CHANGES TO ITS ORGANIZING AND GOVERNING DOCUMENTS. ARTICLES OF INCORPORATION: 1. UNCC ISC IS NO LONGER DESIGNATED AS A CORPORATION MEMBER TO UNC CHARLOTTE FOUNDATION WITH APPROVAL OF THE CORPORATE MEMBER. BYLAWS: 1. ADDED LANGUAGE FOR DOING BUSINESS AS THE CHARLOTTE REGIONAL DATA TRUST. 2. CHANGED DESIGNATION OF ONE CORPORATION MEMBER (THE UNC CHARLOTTE FOUNDATION) TO NO MEMBERS. 3. TRANSFERRED AUTHORITY FROM THE FOUNDATION BOARD TO THE CHARLOTTE REGIONAL DATA TRUST BOARD FOR: THE NUMBER OF DIRECTORS REMOVING A DIRECTOR FILLING DIRECTOR VACANCIES FORMING COMMITTEES AUDIT COMMITTEE 4. MODERNIZED AND SIMPLIFIED LANGUAGE THROUGHOUT THE BYLAWS, INCLUDING: REMOVING GENDERED LANGUAGE AND COMPLEX LANGUAGE 5. ADDED FLEXIBILITY TO REDUCE FUTURE MINOR CHANGES, SUCH AS THE ANNUAL MEETING DATE TREASURER ROLE AND FINANCIAL MANAGEMENT: 1. TOM HARTMAN, CURRENTLY SERVING THE FOUNDATION, WILL BE REPLACED BY JEREMY ALAJAJIAN, BUSINESS OFFICER FOR URBANCORE AND THE URBAN INSTITUTE, AFTER A FOUNDATION BOARD VOTE. 2. THE TREASURER REMAINS AN APPOINTEE OF THE VICE-CHANCELLOR OF BUSINESS AFFAIRS. 3. AUDIT RESPONSIBILITIES WILL BE ASSUMED, BUT THE CURRENT BUDGET DOES NOT MEET THE THRESHOLD TO CONDUCT AN EXTERNAL AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART V, SIGNIFICANT CHANGES:
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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.
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