Civic Intelligence

Mba Student Association at Unc Kenan-Flagler

EIN 47-2897338 • 501(c)3 • Chapel Hill, NC

Profile

The mba student association at unc kenan-flagler (mbasa) strives to ensure that the mba program at the unc kenan-flagler business school provides its students with a high-quality educational experience aimed at producing future business leaders who are well-educated, maintain a global perspective and enjoy balanced lifestyles; career opportunities which fit the needs of students; and nonacadamic activities essential to becoming successful business leaders.

Campus Box 3490Chapel Hill, NC 27599-3490

kfbsmbasa.com

Siviq Scores

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

Liabilities / Assets

68th percentile

0.00x

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

NTEE B80 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

68th percentile

0.00x

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

NTEE B80 • <$500k nonprofits • Source year 2025

Net Margin

60th percentile

13%

Higher net margin than 60% of similar nonprofits.

NTEE B80 • <$500k nonprofits • Source year 2025

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE B80 • <$500k nonprofits • Source year 2025

Asset Growth

85th percentile

71%

Faster asset growth than 85% of similar nonprofits.

NTEE B80 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

40th percentile

-9.3%

Faster revenue growth than 40% of similar nonprofits.

NTEE B80 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$278,646

Up $89,761 (+48%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$278,646

Up $89,761 (+48%) from 2023

Revenue

Down

$393,211

Down $89,488 (-19%) from 2023

Expenses

Down

$343,834

Down $222,451 (-39%) from 2023

Net Income

Up

$49,377

Up $132,963 (+159%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2015: $83,727Liabilities 2015: $0Net Assets 2015: $83,7272015Assets 2016: $287,168Liabilities 2016: $0Net Assets 2016: $287,1682016Assets 2018: $411,964Liabilities 2018: $0Net Assets 2018: $411,9642018Assets 2019: $244,433Liabilities 2019: $0Net Assets 2019: $244,4332019Assets 2020: $212,924Liabilities 2020: $0Net Assets 2020: $212,9242020Assets 2021: $424,730Liabilities 2021: $0Net Assets 2021: $424,7302021Assets 2022: $272,471Liabilities 2022: $0Net Assets 2022: $272,4712022Assets 2023: $188,885Liabilities 2023: $0Net Assets 2023: $188,8852023Assets 2025: $278,646Liabilities 2025: $0Net Assets 2025: $278,6462025

Highlighted filing

2025

Assets$278,646
Liabilities$0
Net Assets$278,646

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2015: $92,097Expenses 2015: $8,369Net Income 2015: $83,7282015Revenue 2016: $375,177Expenses 2016: $365,668Net Income 2016: $9,5092016Revenue 2018: $360,088Expenses 2018: $0Net Income 2018: $360,0882018Revenue 2019: $480,005Expenses 2019: $483,310Net Income 2019: -$3,3052019Revenue 2020: $422,616Expenses 2020: $454,125Net Income 2020: -$31,5092020Revenue 2021: $329,830Expenses 2021: $118,024Net Income 2021: $211,8062021Revenue 2022: $400,660Expenses 2022: $562,919Net Income 2022: -$162,2592022Revenue 2023: $482,699Expenses 2023: $566,285Net Income 2023: -$83,5862023Revenue 2025: $393,211Expenses 2025: $343,834Net Income 2025: $49,3772025

Highlighted filing

2025

Revenue$393,211
Expenses$343,834
Net Income$49,377

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Feb 12, 2026
Return Version
2024v5.5
Gross Receipts
$433,650
Mission and Program Overview

Mission

The mba student association at unc kenan-flagler (mbasa) strives to ensure that the mba program at the unc kenan-flagler business school provides its students with a high-quality educational experience aimed at producing future business leaders who are well-educated, maintain a global perspective and enjoy balanced lifestyles; career opportunities which fit the needs of students; and nonacadamic activities essential to becoming successful business leaders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$133,973$209,843▲ $75,870
Inventories for Sale or Use$29,260$68,803▲ $39,543
Total Assets$163,233$278,646▲ $115,413
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-1,171$278,646▲ $279,817
Net Assets With Donor Restrictions$164,404$0▼ $164,404
Total Net Assets Fund Balance$163,233$278,646▲ $115,413
Total Liabilities and Net Assets / Fund Balance$163,233$278,646▲ $115,413
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jared DobbertinChair
Elizabeth BeecyCHAIR (TO SEP '24)
Daniel RemoExecutive Council President
Courtney WrightDirector
John GallemoreDirector
Liz StansonDirector
Payton RubinDirector
Rahul NesargiDirector
Steven ZimaDirector
Taylor Jackson PrattDirector
Linda VoDIRECTOR (TO JAN '25)
Tyler VonderhaarDIRECTOR (TO MAY '24)
Ashley SperryExecutive Council Evp
Tanya AggarwalSecretary
Joanna BrunnerSECRETARY (TO SEP '24)
Mohit SukhijaVP FINANCE (FROM MAR '25)
Ryan DurrVP FINANCE (TO MAR '25)
Revenue and Support

Revenue Composition

Contributions and Grants
$335,549
Program Service Revenue
$51,417
Investment Income
$0
Other Revenue
$6,245
All Other Contributions
$2,693
Change in Net Assets
$49,377
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$335,795
Grants and Similar Amounts Paid$8,039
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$277,034--$277,034
All Other Expenses$11,537--$11,537
Travel$10,956--$10,956
Other Expenses$10,446--$10,446
Fees for Services Other$8,988$152-$9,140
Information Technology$8,168--$8,168
Fees for Services Accounting-$7,247-$7,247
Grants to Domestic Orgs$6,099--$6,099
Grants to Domestic Individuals$1,940--$1,940
Office Expenses$1,267--$1,267
Total Functional Expenses$336,435$7,399$0$343,834
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
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The vp-finance is authorized to hire and retain the services of accounting service providers as and if need be. The vp-finance works with leadership for varous clubs to complie the accounting information and file the tax forms. The form 990 is distributed to the governing body prior to filing.

Form 990, Part VI, Section C, Line 19

The required documents are available at the school - kenan-flagler business school, mccoll building. The documents will be made available to anyone looking to review the same. Will provide assistance and reasonable time to any member of the public looking to review information about the organization.

Filing and Contact Details

Filer

Filer Name
Mba Student Association at Unc
EIN
47-2897338
Phone
5133140717
Address
CAMPUS BOX 3490, CHAPEL HILL, NC 27599-3490

Signing Officer

Name
Bogdan Maksikov
Title
VP Finance
Phone
5133140717
Signed
2026-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Remo
Formed
2015
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
35

Preparer

Firm
Johnson Lambert Llp
Address
4242 SIX FORKS ROAD SUITE 1500, RALEIGH, NC 27609
Preparer
Brian Donaldson
Phone
9197196400
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IRS990/OtherExpensesGrp/Desc0CAREER TREKS
IRS990/OtherExpensesGrp/ProgramServicesAmt010446
IRS990/OtherExpensesGrp/TotalAmt010446
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSEMENTS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0537
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0537
IRS990/OtherRevenueTotalAmt0537
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DANIEL REMO
IRS990/PriorPeriodAdjustmentsAmt066036
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0SOCIAL EVENT TICKET SA
IRS990/ProgramServiceRevenueGrp/Desc1CAREER DEVELOPMENT
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt051060
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1357
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt051060
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1357
IRS990/ProgSrvcAccomActy2Grp/Desc0WINTER FORMAL: THE MBASA AT UNC KENAN-FLAGLER ASSISTS THE BUSINESS SCHOOL IN HOSTING TWO MAJOR FORMAL SOCIAL EVENTS. THE WINTER FORMAL PROVIDES OPPORTUNITY FOR FIRST YEAR AND SECOND YEAR STUDENTS TO SOCIALIZE WITH ONE ANOTHER AROUND THE HOLIDAY SEASON. THE EVENT IS OPEN TO SPOUSES AND SIGNIFICANT OTHERS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt030757
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt021637
IRS990/ProgSrvcAccomActy3Grp/Desc0GRADUATION: THE MBASA AT UNC KENAN-FLAGLER ASSISTS THE KENAN-FLAGLER BUSINESS SCHOOL IN HOSTING GRADUATION EVENTS FOR STUDENTS AND THEIR FAMILIES. THE MBASA HOSTS AN ANNUAL RECEPTION AT THE PRESIDENT'S CLUB ON THE CAMPUS OF THE UNIVERSITY OF NORTH CAROLINA. THIS EVENT BRINGS TOGETHER STUDENTS AND FAMILIES FROM ACROSS THE GLOBE AS THEY CELEBRATE THE ACCOMPLISHMENTS OF OUR GRADUATES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02159
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0269117
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt08039
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt061636
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0285698
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt09041
IRS990/PYInvestmentIncomeAmt03
IRS990/PYOtherExpensesAmt0442883
IRS990/PYOtherRevenueAmt085100
IRS990/PYProgramServiceRevenueAmt062646
IRS990/PYRevenuesLessExpensesAmt0-18477
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0451924
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0433447
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt049377
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt014291
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0335549
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0285698
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0302183
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0245386
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0246856
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01415672
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt038
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07673
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt057
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt07771
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt097564
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0115977
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0197627
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0111604
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt082917
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0605689
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt03
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt038
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07673
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt057
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt07771
IRS990ScheduleA/InvestmentIncomeCYPct00.00360
IRS990ScheduleA/InvestmentIncomePYPct00.00370
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt0537
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt034162
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt019695
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt059324
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0113718
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94330
IRS990ScheduleA/PublicSupportPY509Pct00.94310
IRS990ScheduleA/PublicSupportTotal509Amt02021361
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0433113
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0401675
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0499810
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0356990
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0329773
IRS990ScheduleA/Total509Grp/TotalAmt02021361
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0433650
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0435840
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0519543
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0423987
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0329830
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02142850
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
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE VP-FINANCE IS AUTHORIZED TO HIRE AND RETAIN THE SERVICES OF ACCOUNTING SERVICE PROVIDERS AS AND IF NEED BE. THE VP-FINANCE WORKS WITH LEADERSHIP FOR VAROUS CLUBS TO COMPLIE THE ACCOUNTING INFORMATION AND FILE THE TAX FORMS. THE FORM 990 IS DISTRIBUTED TO THE GOVERNING BODY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE REQUIRED DOCUMENTS ARE AVAILABLE AT THE SCHOOL - KENAN-FLAGLER BUSINESS SCHOOL, MCCOLL BUILDING. THE DOCUMENTS WILL BE MADE AVAILABLE TO ANYONE LOOKING TO REVIEW THE SAME. WILL PROVIDE ASSISTANCE AND REASONABLE TIME TO ANY MEMBER OF THE PUBLIC LOOKING TO REVIEW INFORMATION ABOUT THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0163233
IRS990/TotalAssetsEOYAmt0278646
IRS990/TotalAssetsGrp/BOYAmt0163233
IRS990/TotalAssetsGrp/EOYAmt0278646
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0335549
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07399
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0336435
IRS990/TotalFunctionalExpensesGrp/TotalAmt0343834
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00

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