Liabilities / Assets
26th percentile
Higher debt load relative to assets than 26% of similar nonprofits.
990 • Fiscal year 2017 • EIN 45-7023246
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
26th percentile
Higher debt load relative to assets than 26% of similar nonprofits.
Liabilities / Revenue
48th percentile
Higher debt load relative to revenue than 48% of similar nonprofits.
Net Margin
90th percentile
Higher net margin than 90% of similar nonprofits.
Top Officer Pay
90th percentile
Higher top officer pay than 90% of similar nonprofits.
Top officer pay equals 82.1% of source-year revenue.
Asset Growth
44th percentile
Faster asset growth than 44% of similar nonprofits.
Revenue Growth
82nd percentile
Faster revenue growth than 82% of similar nonprofits.
Assets
Up$8,849,192
Up $446,494 (+5.3%) from 2016
Net Assets
Up$8,843,604
Up $446,720 (+5.3%) from 2016
Liabilities
Down$5,588
Down $226 (-3.9%) from 2016
Revenue
Up$266,488
Up $53,595 (+25%) from 2016
Expenses
Down$104,023
Down $9,401 (-8.3%) from 2016
Net Income
Up$162,465
Up $62,996 (+63%) from 2016
None.
The purpose of the trust is to provide payment of post-retirement benefits in the form of medical and dental insurance premium reimbursement to eligible participants, pursuant to the college foundation, inc. Post-retirement benefit plan.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments Program Related | $8,396,446 | $8,843,501 | ▲ $447,055 |
| Cap Stk Tr Prin Current Funds | $7,588,400 | $7,608,441 | ▲ $20,041 |
| Rtn Earn Endowment Incm Other Fnds | $808,484 | $1,235,163 | ▲ $426,679 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Total Assets | $8,402,698 | $8,849,192 | ▲ $446,494 |
| Other Assets Total | $6,252 | $5,691 | ▼ $561 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $5,814 | $5,588 | ▼ $226 |
| Total Liabilities | $5,814 | $5,588 | ▼ $226 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $8,396,884 | $8,843,604 | ▲ $446,720 |
| Total Liabilities and Net Assets / Fund Balance | $8,402,698 | $8,849,192 | ▲ $446,494 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Investment Program Related Org | $440,866 | - | - |
| Name | Title |
|---|---|
| Karl D Vass Jr | Trustee |
| Wendy H Mcalister | Trustee |
| Line Item | Amount |
|---|---|
| Other Expenses | $27,625 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | $76,398 | - | - | $76,398 |
| Fees for Service Investment Mgmnt Fees | $21,909 | - | - | $21,909 |
| Fees for Services Other | $5,716 | - | - | $5,716 |
| Total Functional Expenses | $104,023 | $0 | $0 | $104,023 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $104,023 |
| Total Expenses per Audited Statements | $102,093 |
| Expenses per Audited Statements | $101,237 |
| Expenses Not Reported on Financial Statements | $2,786 |
| Other Expense Adjustments | $2,786 |
| Expenses Not Reported on Form 990 | $856 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“Trustees wendy mcalister and karl vass, jr. Had a business relationship.”
“There are no committees with authority to act on behalf of the governing body.”
“Form 990 is prepared by the financial services manager of college foundation, inc. (related organization) and reviewed by the foundation's vice president of financial services and its legal counsel before being submitted to trustee wendy h. Mcalister for review prior to filing.”
“Governing documents and financial statements may be viewed upon request at the offices of college foundation, inc. Located in raleigh, nc.”
“The related organization has not changed its oversight process or selection process during the tax year.”
“Plan administrative expenses paid by college foundation, inc. 856.”
“INVESTMENT EXPENSES NOT INCLUDED ON FORM 990, PART VIII, LINE 2a 2,786.”
“Plan administrative expenses paid by college foundation, inc. 856.”
“INVESTMENT EXPENSES NOT INCLUDED ON FORM 990, PART VIII, LINE 2a 2,786.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 5814 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 5588 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | THE PURPOSE OF THE TRUST IS TO PROVIDE PAYMENT OF POST-RETIREMENT BENEFITS IN THE FORM OF MEDICAL AND DENTAL INSURANCE PREMIUM REIMBURSEMENT TO ELIGIBLE PARTICIPANTS, PURSUANT TO THE COLLEGE FOUNDATION, INC. POST-RETIREMENT BENEFIT PLAN. |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 76398 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 76398 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | WENDY H MCALISTER |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9198342893 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2917 HIGHWOODS BLVD |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | RALEIGH |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 27604 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 7588400 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 7608441 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 76398 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 0 |
| IRS990/CYOtherExpensesAmt | 0 | 27625 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 266488 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 162465 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 104023 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 266488 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | PAYMENT OF POST-RETIREMENT MEDICAL AND DENTAL INSURANCE PREMIUM REIMBURSEMENTS. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 104023 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 1 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 5716 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 5716 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt | 0 | 21909 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 21909 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 53.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 49.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.20 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.40 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 27273 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 17845 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | WENDY H MCALISTER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | KARL D VASS JR |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 191541 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 145448 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 2012 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 2 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 266488 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 8396446 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 8843501 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | NC |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | None |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 8396884 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 8843604 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 284255 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 6252 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 5691 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | WENDY H MCALISTER |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900001 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | INVESTMENT INCOME |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | PMTS FROM CONTRIB EMPL |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 246447 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 20041 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 246447 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 20041 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 80087 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 0 |
| IRS990/PYOtherExpensesAmt | 0 | 33337 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 212893 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 99469 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 113424 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 212893 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 162465 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 1 |
| IRS990/RevenueAmt | 0 | 266488 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 808484 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 1235163 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 856 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 2786 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 101237 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 0 | 1267604 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 1 | 904950 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 2 | 424593 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 3 | 460498 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 4 | 251765 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 5 | 779 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 6 | 494586 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 7 | 452159 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 8 | 438559 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 9 | 505645 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 10 | 444861 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 11 | 591834 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 12 | 862349 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 13 | 422229 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 14 | 880224 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt | 15 | 440866 |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 0 | VANGUARD S-T FED |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 1 | AMERICAN BALANCED FUND |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 2 | PIMCO GNMA CLASS A |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 3 | OAKMARK FUND |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 4 | TD BANK INSTL MMDA |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 5 | TD BANK USA MMDA |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 6 | AMERICAN NEW PERSPECTIVE FD |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 7 | CLEARBRIDGE AGGR GRWTH FD |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 8 | DELAWARE VALUE FD |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 9 | FIDELITY BLUE CHIP GRWTH FD |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 10 | INVESCO DIVERSIFIED DIVIDEND FD |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 11 | VANGUARD INFLATION PROTECTED SECURITIES |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 12 | BAIRD AGGREGATE BOND INV |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 13 | BLACKROCK GNMA INVESTOR CL A |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 14 | PGIM INVST TOTAL RETURN BOND FD |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc | 15 | VANGUARD SMALL CAP VALUE INDEX |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 1 | F |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 2 | F |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 3 | F |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 4 | F |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 5 | F |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 6 | F |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 7 | F |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 8 | F |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 9 | F |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 10 | F |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 11 | F |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 12 | F |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 13 | F |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 14 | F |
| IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd | 15 | F |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 284255 |
| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | 856 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 2786 |
| IRS990ScheduleD/OtherRevenueAmt | 0 | 856 |
| IRS990ScheduleD/OtherRevenuesNotIncludedAmt | 0 | 2786 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 285111 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 2786 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 263702 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | PLAN ADMINISTRATIVE EXPENSES PAID BY COLLEGE FOUNDATION, INC. 856. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | INVESTMENT EXPENSES NOT INCLUDED ON FORM 990, PART VIII, LINE 2a 2,786. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 2 | PLAN ADMINISTRATIVE EXPENSES PAID BY COLLEGE FOUNDATION, INC. 856. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 3 | INVESTMENT EXPENSES NOT INCLUDED ON FORM 990, PART VIII, LINE 2a 2,786. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part XI, Line 2d - Other Adjustments: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part XI, Line 4b - Other Adjustments: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Part XII, Line 2d - Other Adjustments: |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Part XII, Line 4b - Other Adjustments: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueProgramRltdAmt | 0 | 8843501 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 104023 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 266488 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 548813 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 102093 |
| IRS990ScheduleJ/EquityBasedCompArrngmInd | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 1 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 0 | 191010 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt | 1 | 144456 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 0 | 12081 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt | 1 | 9620 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 0 | 15192 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt | 1 | 8225 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 0 | 531 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt | 1 | 992 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 0 | WENDY H MCALISTER |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm | 1 | KARL D VASS JR |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt | 1 | TRUSTEE |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 0 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt | 1 | 0 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 0 | 218814 |
| IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt | 1 | 163293 |
| IRS990ScheduleJ/SeverancePaymentInd | 0 | 0 |
| IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt | 0 | RELATED ORGANIZATION COLLEGE FOUNDATION, INC. USED FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY BOARD OR COMPENSATION COMMITTEE METHODS IN ESTABLISHING COMPENSATION FOR ITS CEO. |
| IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part I, Line 3 |
| IRS990ScheduleJ/SupplementalNonqualRtrPlanInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | TRUSTEES WENDY MCALISTER AND KARL VASS, JR. HAD A BUSINESS RELATIONSHIP. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | FORM 990 IS PREPARED BY THE FINANCIAL SERVICES MANAGER OF COLLEGE FOUNDATION, INC. (RELATED ORGANIZATION) AND REVIEWED BY THE FOUNDATION'S VICE PRESIDENT OF FINANCIAL SERVICES AND ITS LEGAL COUNSEL BEFORE BEING SUBMITTED TO TRUSTEE WENDY H. MCALISTER FOR REVIEW PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS MAY BE VIEWED UPON REQUEST AT THE OFFICES OF COLLEGE FOUNDATION, INC. LOCATED IN RALEIGH, NC. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE RELATED ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part VI, Section A, line 2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section A, line 8b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section B, line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part VI, Section C, line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part XII, Line 2c: |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 0 | N/A |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 566046937 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)(3) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | NC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | ADMIN EDUC PRGMS FOR NC STATE EDUCATION ASSISTANCE AUTHORITY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt | 0 | LINE 11a, I |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 2917 HIGHWOODS BLVD |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | RALEIGH |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 27604 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 8402698 |
| IRS990/TotalAssetsEOYAmt | 0 | 8849192 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 8402698 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 8849192 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 1 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 104023 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 104023 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 5814 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 5588 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 5814 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 5588 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 8396884 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 8843604 |
| IRS990/TotalOtherCompensationAmt | 0 | 45118 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 104023 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 266488 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 266488 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 266488 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 8402698 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 8849192 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 336989 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 2917 HIGHWOODS BLVD |
| IRS990/USAddress/CityNm | 0 | RALEIGH |
| IRS990/USAddress/StateAbbreviationCd | 0 | NC |
| IRS990/USAddress/ZIPCd | 0 | 27604 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 2 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2018-03-14 21:41:22Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | WENDY H MCALISTER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9198342893 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-04-02 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | COLLEGE FOUNDATION INC VOLUNTARY |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | EMPLOYEE BENEFICIARY ASSOCIATION TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | COLL |
| ReturnHeader/Filer/EIN | 0 | 457023246 |
| ReturnHeader/Filer/PhoneNum | 0 | 9198342893 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2917 HIGHWOODS BLVD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | RALEIGH |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 27604 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | 84435CB50584ACB8508F603CF22D4BFCD3A1EA85 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | 71BBD13BFAC9DC12E588C5920B7D7DEECF5B6797 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 24.106.199.106 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-04-02 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | ED |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 08:52:00 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 560517823 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Koonce Wooten & Haywood LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | P O Box 17806 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Raleigh |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 276197806 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9197829265 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Linwood C Faulconer |
| ReturnHeader/ReturnTs | 0 | 2018-04-02T07:51:37-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-07-01 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.