Civic Intelligence

The Kenan-Flagler Business School

EIN 56-0771850 • 501(c)3 • Chapel Hill, NC

Profile

Provided funds for teaching salaries, research planning & administration, placement of teachers, and student financial assistance to supplement the operations of the unc school of business.

205 Kenan Center Cb 3490Chapel Hill, NC 27599-3490

n/A

Siviq Scores

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

Liabilities / Assets

10th percentile

0.02x

Higher debt load relative to assets than 10% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2025

Liabilities / Revenue

13th percentile

0.10x

Higher debt load relative to revenue than 13% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2025

Net Margin

69th percentile

12%

Higher net margin than 69% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Source year 2025

Top Officer Pay

52nd percentile

$894,354

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

501(c)3 • $250M-$1B nonprofits • Source year 2025

Asset Growth

51st percentile

6.2%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Revenue Growth

72nd percentile

18%

Faster revenue growth than 72% of similar nonprofits.

501(c)3 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets10th percentile

Assets

Up

$305,218,348

Up $17,944,315 (+6.2%) from 2024

Liabilities

Up

$5,559,267

Up $187,309 (+3.5%) from 2024

Net Assets

Up

$299,659,081

Up $17,757,006 (+6.3%) from 2024

Operations
Liabilities / Revenue13th percentileNet Margin69th percentile

Revenue

Up

$56,551,031

Up $8,513,443 (+18%) from 2024

Expenses

Up

$50,040,059

Up $13,124,485 (+36%) from 2024

Net Income

Down

$6,510,972

Down $4,611,042 (-41%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$400M$300M$200M$100M$0Assets 2011: $89,662,930Liabilities 2011: $39,601Net Assets 2011: $89,623,3292011Assets 2012: $87,334,113Liabilities 2012: $37,252Net Assets 2012: $87,296,8612012Assets 2013: $96,095,626Liabilities 2013: $603,116Net Assets 2013: $95,492,5102013Assets 2014: $102,267,285Liabilities 2014: $6,891,427Net Assets 2014: $95,375,8582014Assets 2015: $133,132,310Liabilities 2015: $23,465,104Net Assets 2015: $109,667,2062015Assets 2016: $141,571,578Liabilities 2016: $31,004,454Net Assets 2016: $110,567,1242016Assets 2017: $116,959,919Liabilities 2017: $29,234Net Assets 2017: $116,930,6852017Assets 2018: $133,634,538Liabilities 2018: $30,318Net Assets 2018: $133,604,2202018Assets 2019: $158,287,685Liabilities 2019: $34,639Net Assets 2019: $158,253,0462019Assets 2020: $169,532,677Liabilities 2020: $30,631Net Assets 2020: $169,502,0462020Assets 2021: $238,346,808Liabilities 2021: $30,842Net Assets 2021: $238,315,9662021Assets 2022: $259,673,453Liabilities 2022: $27,400Net Assets 2022: $259,646,0532022Assets 2023: $268,628,293Liabilities 2023: $8,589,226Net Assets 2023: $260,039,0672023Assets 2024: $287,274,033Liabilities 2024: $5,371,958Net Assets 2024: $281,902,0752024Assets 2025: $305,218,348Liabilities 2025: $5,559,267Net Assets 2025: $299,659,0812025

Highlighted filing

2025

Assets$305,218,348
Liabilities$5,559,267
Net Assets$299,659,081
Open 2025 Filing

Operations Trend

Revenue Growth72nd percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $33,205,826Expenses 2011: $37,752,681Net Income 2011: -$4,546,8552011Expenses 2012: $34,159,0532012Expenses 2013: $34,097,5112013Revenue 2014: $23,804,456Expenses 2014: $30,395,067Net Income 2014: -$6,590,6112014Revenue 2015: $33,237,487Expenses 2015: $21,469,093Net Income 2015: $11,768,3942015Revenue 2016: $25,367,143Expenses 2016: $18,499,225Net Income 2016: $6,867,9182016Revenue 2017: $31,385,364Expenses 2017: $29,448,961Net Income 2017: $1,936,4032017Revenue 2018: $35,236,298Expenses 2018: $24,386,861Net Income 2018: $10,849,4372018Revenue 2019: $52,199,636Expenses 2019: $27,380,310Net Income 2019: $24,819,3262019Revenue 2020: $36,856,586Expenses 2020: $21,702,630Net Income 2020: $15,153,9562020Revenue 2021: $49,598,088Expenses 2021: $20,628,213Net Income 2021: $28,969,8752021Revenue 2022: $44,675,511Expenses 2022: $23,678,383Net Income 2022: $20,997,1282022Revenue 2023: $44,573,407Expenses 2023: $35,966,912Net Income 2023: $8,606,4952023Revenue 2024: $48,037,588Expenses 2024: $36,915,574Net Income 2024: $11,122,0142024Revenue 2025: $56,551,031Expenses 2025: $50,040,059Net Income 2025: $6,510,9722025

Highlighted filing

2025

Revenue$56,551,031
Expenses$50,040,059
Net Income$6,510,972
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$305,218,348
Liabilities
$5,559,267
Net assets
$299,659,081
Revenue
$56,551,031
Expenses
$50,040,059
Net income
$6,510,972
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$305$5.56$300$56.6$50.0$6.51
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$287$5.37$282$48.0$36.9$11.1
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$269$8.59$260$44.6$36.0$8.61
2022Detailed filing. Detailed filing data is available for this year.$260$0.03$260$44.7$23.7$21.0
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$238$0.03$238$49.6$20.6$29.0
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$170$0.03$170$36.9$21.7$15.2
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$158$0.03$158$52.2$27.4$24.8
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$134$0.03$134$35.2$24.4$10.8
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$117$0.03$117$31.4$29.4$1.94
2016Detailed filing. Detailed filing data is available for this year.$142$31.0$111$25.4$18.5$6.87
2015Detailed filing. Detailed filing data is available for this year.$133$23.5$110$33.2$21.5$11.8
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$102$6.89$95.4$23.8$30.4$6.59
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$96.1$0.60$95.5$34.1
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.3$0.04$87.3$34.2
2011Summary only. Only limited summary data is available for this year.$89.7$0.04$89.6$33.2$37.8$4.55
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 19, 2026
Return Version
2024v5.5
Gross Receipts
$56,566,437
Mission and Program Overview

Mission

Provided funds for teaching salaries, research planning & administration, placement of teachers, and student financial assistance to supplement the operations of the unc school of business.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$171,893,798$197,736,225▲ $25,842,427
Savings and Temporary Cash Investments$80,440,727$79,120,702▼ $1,320,025
Pledges and Grants Receivable$25,194,677$16,805,572▼ $8,389,105
Land, Buildings, and Equipment, Net$82,043$3,091,047▲ $3,009,004
Cash and Non-Interest-Bearing Accounts$289,587$2,759,208▲ $2,469,621
Prepaid Expenses and Deferred Charges$0$36,628▲ $36,628
Accounts Receivable$49,522$2,520▼ $47,002
Total Assets$287,274,033$305,218,348▲ $17,944,315
Other Assets Total$9,323,679$5,666,446▼ $3,657,233
Liabilities
Other Liabilities$4,473,105$4,762,162▲ $289,057
Deferred Revenue$486,500$486,500→ $0
Accounts Payable and Accrued Expenses$412,353$310,605▼ $101,748
Total Liabilities$5,371,958$5,559,267▲ $187,309
Net Assets / Fund Balance
Net Assets With Donor Restrictions$279,987,138$297,950,281▲ $17,963,143
Net Assets Without Donor Restrictions$1,914,937$1,708,800▼ $206,137
Total Net Assets Fund Balance$281,902,075$299,659,081▲ $17,757,006
Total Liabilities and Net Assets / Fund Balance$287,274,033$305,218,348▲ $17,944,315

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$3,009,004$752,238$3,761,242
Other Land Buildings$82,043--
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Francie KeenanPresident
Betsy BattleDirector
Bill HackneyDirector
Brett KenefickDirector
Brian HoganDirector
Christian LundbladDirector
Darius DavisDirector
Mary Margaret CarrollDirector
Mary Margaret FrankDirector
Natasha AustinDirector
Tom CawleySecretary
Jana RaedyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Third FactorProvider Of Instruction Related Services600 MARLOWE ROAD, Raleigh, NC 27609, Ca$1,551,966
Smartful WorksProvider Of Instruction Related Services5206 DURALEIGH ROAD, Chapel Hill, NC 27612$1,080,836
Learning Technologies INCProvider Of Instruction Related Services147 W 25TH STREET, New York, NY 10001$612,275
The Talent Strategy Group LLCProvider Of Instruction Related Services122 DUNE LANE, Hilton Head, SC 29928$570,159
Robert LippertProvider Of Instruction Related Services-$453,143
Revenue and Support

Revenue Composition

Contributions and Grants
$29,511,861
Program Service Revenue
$16,319,000
Investment Income
$10,576,637
Other Revenue
$143,533
All Other Contributions
$29,511,861
Change in Net Assets
$6,510,972

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded85$7,383,465Fair Market Value (FMV) on Contribution Date
Total Noncash Contributions85$7,383,465-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,040,059
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,040,059--$50,040,059
Total Functional Expenses$50,040,059$0$0$50,040,059
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The University of North Carolina at Chapel HillChapel Hill, NC501(c)(3)University Transfers$24,016,472
The University of North Carolina at Chapel HillChapel Hill, NC501(c)(3)Admin & Planning$18,008,889
The University of North Carolina at Chapel HillChapel Hill, NC501(c)(3)Endowment Income Distribution$8,014,698
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$3,945,869
Deferred Inflow of Resources$804,879
Interest Payable - Lease Liability$11,414
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
No
Other officer compensation reviewed
No
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

“A copy of the form 990 is provided to the kenan-flagler business school foundation treasurer prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Board members are required to disclose annually in writing any potential conflicts of interest. These disclosures are reviewed by the executive director to avoid conflicts of interest.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Kenan-flagler Business School
EIN
56-0771850
Phone
9199627158
Address
205 KENAN CENTER CB 3490, CHAPEL HILL, NC 27599-3490

Signing Officer

Name
Jana Raedy
Title
Treasurer
Phone
9199627158
Signed
2026-01-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jana Raedy
Formed
1946
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
7
Employees
62
Volunteers
0

Preparer

Firm
Bernard Robinson & Company Llp
Address
1501 HIGHWOODS BLVD SUITE 300, GREENSBORO, NC 27410
Preparer
Irish Thurston
Phone
3362944494
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“It is the kenan-flagler business school foundation's policy to evaluate all tax positions to identify any that may be considered uncertain. All identified material tax positions are assessed and measured by a "more-likely-than-not" threshold to determine if the tax position is uncertain and what, if any, the effect of the uncertain tax position may have on the financial statements. No material uncertain tax positions were identified for 2025 and 2024.”

Raw XML AppendixShowing 400 of 656 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0412353
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDED FUNDS FOR TEACHING SALARIES, RESEARCH PLANNING & ADMINISTRATION, PLACEMENT OF TEACHERS, AND STUDENT FINANCIAL ASSISTANCE TO SUPPLEMENT THE OPERATIONS OF THE UNC SCHOOL OF BUSINESS.
IRS990/AllOtherContributionsAmt029511861
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IRS990/BooksInCareOfDetail/USAddress/CityNm0CHAPEL HILL
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IRS990/CollectionsOfArtInd00
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IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt01551966
IRS990/ContractorCompensationGrp/CompensationAmt11080836
IRS990/ContractorCompensationGrp/CompensationAmt2612275
IRS990/ContractorCompensationGrp/CompensationAmt3570159
IRS990/ContractorCompensationGrp/CompensationAmt4453143
IRS990/ContractorCompensationGrp/ContractorAddress/ForeignAddress/AddressLine1Txt02967 DUNDAS STREET WEST SUITE 625
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2147 W 25TH STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3122 DUNE LANE
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IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0THIRD FACTOR
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1SMARTFUL WORKS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2LEARNING TECHNOLOGIES INC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3THE TALENT STRATEGY GROUP LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4ROBERT LIPPERT
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IRS990/ContractorCompensationGrp/ServicesDesc1PROVIDER OF INSTRUCTION RELATED SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc2PROVIDER OF INSTRUCTION RELATED SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc3PROVIDER OF INSTRUCTION RELATED SERVICES
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IRS990/Form990PartVIISectionAGrp/PersonNm1JANA RAEDY
IRS990/Form990PartVIISectionAGrp/PersonNm2BETSY BATTLE
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRISTIAN LUNDBLAD
IRS990/Form990PartVIISectionAGrp/PersonNm4MARY MARGARET FRANK
IRS990/Form990PartVIISectionAGrp/PersonNm5DARIUS DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm6BRIAN HOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm7BILL HACKNEY
IRS990/Form990PartVIISectionAGrp/PersonNm8NATASHA AUSTIN
IRS990/Form990PartVIISectionAGrp/PersonNm9BRETT KENEFICK
IRS990/Form990PartVIISectionAGrp/PersonNm10MARY MARGARET CARROLL
IRS990/Form990PartVIISectionAGrp/PersonNm11TOM CAWLEY
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
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IRS990/MissionDesc0PROVIDED FUNDS FOR TEACHING SALARIES, RESEARCH PLANNING & ADMINISTRATION, PLACEMENT OF TEACHERS, AND STUDENT FINANCIAL ASSISTANCE TO SUPPLEMENT THE OPERATIONS OF THE UNC SCHOOL OF BUSINESS.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTEREST PAYABLE - LEASE LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1LEASE LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DEFERRED INFLOW OF RESOURCES
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0IT IS THE KENAN-FLAGLER BUSINESS SCHOOL FOUNDATION'S POLICY TO EVALUATE ALL TAX POSITIONS TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A "MORE-LIKELY-THAN-NOT" THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE FINANCIAL STATEMENTS. NO MATERIAL UNCERTAIN TAX POSITIONS WERE IDENTIFIED FOR 2025 AND 2024.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0UNIVERSITY TRANSFERS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ADMIN & PLANNING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2ENDOWMENT INCOME DISTRIBUTION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
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IRS990ScheduleI/RecipientTable/RecipientEIN2566001393
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0205 KENAN CENTER CAMPUS BOX 3490

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