Civic Intelligence

Triangle Universities Center for Advanced Studies Inc.

990 • Fiscal year 2024 • EIN 51-0175686

Jul 01, 2023 to Jun 30, 2024 • Filed on Jan 24, 2025

Organization ProfileWWW.RTP.ORG/TUCASI
PO Box 12255Research Triangle Park, NC 27709

(919) 549-8181

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

96th percentile

79%

Higher net margin than 96% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

70th percentile

13%

Faster asset growth than 70% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

3.8%

Faster revenue growth than 42% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$4,494,096

Up $520,120 (+13%) from 2023

Net Assets

Up

$4,493,121

Up $531,740 (+13%) from 2023

Liabilities

Down

$975

Down $11,620 (-92%) from 2023

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin96th percentile

Revenue

Up

$432,471

Up $15,637 (+3.8%) from 2023

Expenses

Down

$90,536

Down $253,879 (-74%) from 2023

Net Income

Up

$341,935

Up $269,516 (+372%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,566,405Liabilities 2011: $471,404Net Assets 2011: $2,095,0012011Assets 2012: $2,420,038Liabilities 2012: $359,620Net Assets 2012: $2,060,4182012Assets 2013: $2,202,032Liabilities 2013: $44,076Net Assets 2013: $2,157,9562013Assets 2014: $2,273,407Liabilities 2014: $20,285Net Assets 2014: $2,253,1222014Assets 2015: $2,358,569Liabilities 2015: $179,260Net Assets 2015: $2,179,3092015Assets 2016: $2,313,790Liabilities 2016: $252,383Net Assets 2016: $2,061,4072016Assets 2017: $2,425,974Liabilities 2017: $130,654Net Assets 2017: $2,295,3202017Assets 2018: $2,556,517Liabilities 2018: $2,601Net Assets 2018: $2,553,9162018Assets 2019: $2,769,378Liabilities 2019: $975Net Assets 2019: $2,768,4032019Assets 2020: $3,079,788Liabilities 2020: $7,619Net Assets 2020: $3,072,1692020Assets 2021: $3,774,424Liabilities 2021: $1,695Net Assets 2021: $3,772,7292021Assets 2022: $3,774,282Liabilities 2022: $1,206Net Assets 2022: $3,773,0762022Assets 2023: $3,973,976Liabilities 2023: $12,595Net Assets 2023: $3,961,3812023Assets 2024: $4,494,096Liabilities 2024: $975Net Assets 2024: $4,493,1212024

Highlighted filing

2024

Assets$4,494,096
Liabilities$975
Net Assets$4,493,121
Open 2024 Filing

Operations Trend

Revenue Growth42nd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $337,099Expenses 2011: $181,958Net Income 2011: $155,1412011Expenses 2012: $38,6682012Revenue 2013: $92,496Expenses 2013: $37,540Net Income 2013: $54,9562013Revenue 2014: $102,957Expenses 2014: $43,304Net Income 2014: $59,6532014Revenue 2015: $150,970Expenses 2015: $157,077Net Income 2015: -$6,1072015Revenue 2016: $264,407Expenses 2016: $313,587Net Income 2016: -$49,1802016Revenue 2017: $204,300Expenses 2017: $61,681Net Income 2017: $142,6192017Revenue 2018: $411,371Expenses 2018: $80,378Net Income 2018: $330,9932018Revenue 2019: $363,013Expenses 2019: $109,930Net Income 2019: $253,0832019Revenue 2020: $291,119Expenses 2020: $71,571Net Income 2020: $219,5482020Revenue 2021: $533,093Expenses 2021: $87,466Net Income 2021: $445,6272021Revenue 2022: $437,964Expenses 2022: $73,829Net Income 2022: $364,1352022Revenue 2023: $416,834Expenses 2023: $344,415Net Income 2023: $72,4192023Revenue 2024: $432,471Expenses 2024: $90,536Net Income 2024: $341,9352024

Highlighted filing

2024

Revenue$432,471
Expenses$90,536
Net Income$341,935
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 24, 2025
Return Version
2023v6.0
Gross Receipts
$3,077,867
Mission and Program Overview

Mission

To be a leader in engaging the founding universities in collaborative activities that advance research and education.

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,912,795$2,656,962▲ $744,167
Land, Buildings, and Equipment, Net$1,200,000$1,200,000→ $0
Cash and Non-Interest-Bearing Accounts$765,201$550,506▼ $214,695
Accounts Receivable$47,010$34,486▼ $12,524
Prepaid Expenses and Deferred Charges$85$85→ $0
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$3,973,976$4,494,096▲ $520,120
Other Assets Total$48,885$52,057▲ $3,172
Liabilities
Accounts Payable and Accrued Expenses$12,595$975▼ $11,620
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$12,595$975▼ $11,620
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,746,818$3,109,769▲ $362,951
Net Assets With Donor Restrictions$1,214,563$1,383,352▲ $168,789
Total Net Assets Fund Balance$3,961,381$4,493,121▲ $531,740
Total Liabilities and Net Assets / Fund Balance$3,973,976$4,494,096▲ $520,120

Asset Categories

AssetBook ValueDepreciationBasis
Land$1,200,000-$1,200,000
Other Land Buildings$0$445,696$445,696
Equipment$0$67,053$67,053

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,214,563-▲ $179,437$0$1,383,352
2023$1,115,650-▲ $108,377$0$1,214,563
2022$1,302,326-▼ $176,354$0$1,115,650
2021$1,026,639-▲ $287,190$11,503$1,302,326
2020$992,022-▲ $44,631$10,014$1,026,639
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Farad AliChair
Richard DaughertyTrustee-audit Committee Chair
Dr Warwick ArdenPresident
Dr Jennifer LodgeVice President
Dr Penny Gordon-larsenVice President
Scott LevitanEx-officio Trustee
Anita Brown-grahamTrustee
Dr Amy RousselTrustee
Dr Blossom DamaniaTrustee
Dr Chris ClemensTrustee
Dr Mladen VoukTrustee
Dr Mohamed NoorTrustee
Dr Noah PickusTrustee
Jim PfaendtnerTrustee
Michael VollmerTrustee
Tom ShanahanTrustee
Sarah ChickSecretary (thru 07/2023)
Jessica WisniewskiTreasurer & Secretary
Linda HallTreasurer (thru 04/2024)
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$66,114
Other Revenue
$366,357
Change in Net Assets
$341,935

Audited Revenue Reconciliation

Revenue per Audited Statements
$421,823
Revenue Not Reported on Financial Statements
$10,648
Revenue Not Reported on Form 990
$189,805
Total Revenue per Audited Statements
$611,628
Total Revenue per Form 990
$432,471
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$90,536
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$37,000-$37,000
Fees for Services Accounting-$17,294-$17,294
Fees for Service Investment Mgmnt Fees-$10,648-$10,648
Fees for Services Legal-$9,969-$9,969
Insurance-$2,000-$2,000
Other Expenses-$1,225-$1,225
Conferences and Meetings-$579-$579
Total Functional Expenses$0$90,536$0$90,536

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$90,536
Expenses per Audited Statements$79,888
Total Expenses per Audited Statements$79,888
Expenses Not Reported on Financial Statements$10,648
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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 A, LINE 7A:

“Each of founding universities has three trustees on the board, the university provost, the vice chancellor/vice president of research, and one other representative appointed by the president or chancellor of the university. The president or chancellor also has the authority to appoint other representatives in place of the provost or vice chancellor/vice president of research. The president of the university of north carolina also has the power to appoint two other trustees. The chair of the research triangle foundation appoints two members of its board to serve as trustees for this organization.”

FORM 990, PART VI, SECTION B, LINE 11B:

“The organization's treasurer reviews the return and gives a report to the executive committee.”

FORM 990, PART VI, SECTION C, LINE 19:

“Financial statements and governing documents are available upon request for the same period of disclosure as set forth in section 6104(d).”

Filing and Contact Details

Filer

Filer Name
Triangle Universities Center for Advanced
EIN
51-0175686
In Care Of
% JESSICA WISNIEWSKI
Phone
9195498181
Address
PO BOX 12255, Research Triangle Park, NC 27709

Signing Officer

Name
Jessica Wisniewski
Title
Treasurer
Phone
9195498181
Signed
2025-01-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica Wisniewski
Formed
1975
Legal Domicile
Nc
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
16

Preparer

Firm
Bdo USA
Address
421 Fayetteville Street Suite 300, Raleigh, NC 27601
Preparer
Sandra L Feinsmith
Phone
9192781936
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE I, DESCRIPTION OF ORGANIZATION MISSION:

“To assist in the planning and execution of research and educational programs by joint activity with north carolina state university, duke university, and the university of north carolina.”

FORM 990, PART XII, LINE 2C:

“The organization's oversight of the audit of its financial statements and the selection of an independent accountant has not changed since the prior year.”

Financial Statement Notes

SCHEDULE D, PART V, LINE 4:

“The center's endowment funds are to be invested to provide income which is to be used to support the center's ownership and operation of the 120-acre campus in the research triangle park. It also supports the organization's mission with the supported organizations.”

SCHEDULE D, PART X, LINE 2:

“The center records liabilities for income tax positions taken or expected to be taken when those positions are deemed uncertain to be upheld in an examination by taxing authorities. Management has evaluated the center's tax positions and concluded that the center had taken no uncertain tax positions that required adjustment to the financial statements to comply with the provisions of the income taxes topic of the fasb asc.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4EX-OFFICIO TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE-AUDIT COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER (THRU 04/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt18SECRETARY (THRU 07/2023)
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
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IRS990/RevenueAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,494,096
Liabilities
$975
Net assets
$4,493,121
Revenue
$432,471
Expenses
$90,536
Net income
$341,935
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.43$0.09$0.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$0.01$3.96$0.42$0.34$0.07
2022Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.44$0.07$0.36
2021Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.53$0.09$0.45
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$0.01$3.07$0.29$0.07$0.22
2019Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.36$0.11$0.25
2018Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.55$0.41$0.08$0.33
2017Detailed filing. Detailed filing data is available for this year.$2.43$0.13$2.30$0.20$0.06$0.14
2016Detailed filing. Detailed filing data is available for this year.$2.31$0.25$2.06$0.26$0.31$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.36$0.18$2.18$0.15$0.16$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.27$0.02$2.25$0.10$0.04$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.20$0.04$2.16$0.09$0.04$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.42$0.36$2.06$0.04
2011Summary only. Only limited summary data is available for this year.$2.57$0.47$2.10$0.34$0.18$0.16