Civic Intelligence

The University of North Carolina at Chapel Hill Public Health Foundation Inc

EIN 56-1717285 • 501(c)3 • Chapel Hill, NC

Profile

Our mission is to improve public health, promote individual well-being, and eliminate health disparities across north carolina and around the world.we bring about sustainable, positive changes in health by providing an outstanding program of research, teaching, and service to: educate the next generation of public health leaders; discover, test, and disseminate solutions to health threats and problems; translate research into effective practices and sound policies; and serve north carolina and beyond through outreach, engagement, education of citizens and health professionals, and application of solutions to health threats and problems.

PO Box 899Chapel Hill, NC 27514

n/A

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

Higher debt load relative to assets than 3% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

4th percentile

0.00x

Higher debt load relative to revenue than 4% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Net Margin

3rd percentile

-58%

Higher net margin than 3% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

5th percentile

$0

Higher top officer pay than 5% of similar nonprofits.

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

501(c)3 • $100M-$250M nonprofits • Source year 2025

Asset Growth

48th percentile

5.5%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

9th percentile

-18%

Faster revenue growth than 9% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$102,494,032

Up $5,337,143 (+5.5%) from 2024

Liabilities

Down

$4,860

Down $75,200 (-94%) from 2024

Net Assets

Up

$102,489,172

Up $5,412,343 (+5.6%) from 2024

Operations
Liabilities / Revenue4th percentileNet Margin3rd percentile

Revenue

Down

$4,191,575

Down $946,472 (-18%) from 2024

Expenses

Up

$6,607,007

Up $1,819,448 (+38%) from 2024

Net Income

Down

-$2,415,432

Down $2,765,920 (-789%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$150M$100M$50M$0Assets 2011: $62,036,203Liabilities 2011: $5,600Net Assets 2011: $62,030,6032011Assets 2012: $61,765,388Liabilities 2012: $9,540Net Assets 2012: $61,755,8482012Assets 2013: $64,493,668Liabilities 2013: $50,981Net Assets 2013: $64,442,6872013Assets 2014: $68,289,318Liabilities 2014: $26,295Net Assets 2014: $68,263,0232014Assets 2015: $71,740,619Liabilities 2015: $7,197Net Assets 2015: $71,733,4222015Assets 2016: $70,316,245Liabilities 2016: $7,469Net Assets 2016: $70,308,7762016Assets 2017: $72,191,123Liabilities 2017: $27,250Net Assets 2017: $72,163,8732017Assets 2018: $71,845,678Liabilities 2018: $32,651Net Assets 2018: $71,813,0272018Assets 2019: $70,385,864Liabilities 2019: $1,375Net Assets 2019: $70,384,4892019Assets 2020: $66,462,084Liabilities 2020: $38,600Net Assets 2020: $66,423,4842020Assets 2021: $88,727,101Liabilities 2021: $20,747Net Assets 2021: $88,706,3542021Assets 2022: $90,036,010Liabilities 2022: $133,684Net Assets 2022: $89,902,3262022Assets 2023: $88,481,650Liabilities 2023: $50,637Net Assets 2023: $88,431,0132023Assets 2024: $97,156,889Liabilities 2024: $80,060Net Assets 2024: $97,076,8292024Assets 2025: $102,494,032Liabilities 2025: $4,860Net Assets 2025: $102,489,1722025

Highlighted filing

2025

Assets$102,494,032
Liabilities$4,860
Net Assets$102,489,172
Open 2025 Filing

Operations Trend

Revenue Growth9th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2011: $3,937,024Expenses 2011: $4,106,264Net Income 2011: -$169,2402011Expenses 2012: $3,147,9192012Expenses 2013: $3,027,0402013Revenue 2014: $5,879,283Expenses 2014: $4,922,087Net Income 2014: $957,1962014Revenue 2015: $6,070,736Expenses 2015: $3,642,533Net Income 2015: $2,428,2032015Revenue 2016: $3,270,182Expenses 2016: $3,531,876Net Income 2016: -$261,6942016Revenue 2017: $2,654,193Expenses 2017: $6,714,342Net Income 2017: -$4,060,1492017Revenue 2018: $2,519,115Expenses 2018: $8,548,788Net Income 2018: -$6,029,6732018Revenue 2019: $3,803,018Expenses 2019: $8,730,246Net Income 2019: -$4,927,2282019Revenue 2020: $3,931,181Expenses 2020: $8,166,405Net Income 2020: -$4,235,2242020Revenue 2021: $5,334,684Expenses 2021: $5,713,863Net Income 2021: -$379,1792021Revenue 2022: $7,200,987Expenses 2022: $8,229,637Net Income 2022: -$1,028,6502022Revenue 2023: $5,129,575Expenses 2023: $5,599,459Net Income 2023: -$469,8842023Revenue 2024: $5,138,047Expenses 2024: $4,787,559Net Income 2024: $350,4882024Revenue 2025: $4,191,575Expenses 2025: $6,607,007Net Income 2025: -$2,415,4322025

Highlighted filing

2025

Revenue$4,191,575
Expenses$6,607,007
Net Income-$2,415,432
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$102,494,032
Liabilities
$4,860
Net assets
$102,489,172
Revenue
$4,191,575
Expenses
$6,607,007
Net income
-$2,415,432
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$102$0.00$102$4.19$6.61$2.42
2024Detailed filing. Detailed filing data is available for this year.$97.2$0.08$97.1$5.14$4.79$0.35
2023Detailed filing. Detailed filing data is available for this year.$88.5$0.05$88.4$5.13$5.60$0.47
2022Detailed filing. Detailed filing data is available for this year.$90.0$0.13$89.9$7.20$8.23$1.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$88.7$0.02$88.7$5.33$5.71$0.38
2020Detailed filing. Detailed filing data is available for this year.$66.5$0.04$66.4$3.93$8.17$4.24
2019Detailed filing. Detailed filing data is available for this year.$70.4$0.00$70.4$3.80$8.73$4.93
2018Detailed filing. Detailed filing data is available for this year.$71.8$0.03$71.8$2.52$8.55$6.03
2017Detailed filing. Detailed filing data is available for this year.$72.2$0.03$72.2$2.65$6.71$4.06
2016Detailed filing. Detailed filing data is available for this year.$70.3$0.01$70.3$3.27$3.53$0.26
2015Detailed filing. Detailed filing data is available for this year.$71.7$0.01$71.7$6.07$3.64$2.43
2014Detailed filing. Detailed filing data is available for this year.$68.3$0.03$68.3$5.88$4.92$0.96
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.5$0.05$64.4$3.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.8$0.01$61.8$3.15
2011Summary only. Only limited summary data is available for this year.$62.0$0.01$62.0$3.94$4.11$0.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 8, 2026
Return Version
2024v5.5
Gross Receipts
$4,197,575
Mission and Program Overview

Mission

Our mission is to improve public health, promote individual well-being, and eliminate health disparities across north carolina and around the world.we bring about sustainable, positive changes in health by providing an outstanding program of research, teaching, and service to: educate the next generation of public health leaders; discover, test, and disseminate solutions to health threats and problems; translate research into effective practices and sound policies; and serve north carolina and beyond through outreach, engagement, education of citizens and health professionals, and application of solutions to health threats and problems.

To support the gillings school of public health at unc at chapel hill.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$76,587,898$82,349,865▲ $5,761,967
Savings and Temporary Cash Investments$16,271,023$16,890,139▲ $619,116
Pledges and Grants Receivable$2,238,699$1,114,125▼ $1,124,574
Prepaid Expenses and Deferred Charges$3,252$0▼ $3,252
Total Assets$97,156,889$102,494,032▲ $5,337,143
Other Assets Total$2,056,017$2,139,903▲ $83,886
Liabilities
Accounts Payable and Accrued Expenses$80,060$4,860▼ $75,200
Total Liabilities$80,060$4,860▼ $75,200
Net Assets / Fund Balance
Net Assets With Donor Restrictions$53,678,007$56,251,462▲ $2,573,455
Net Assets Without Donor Restrictions$43,398,822$46,237,710▲ $2,838,888
Total Net Assets Fund Balance$97,076,829$102,489,172▲ $5,412,343
Total Liabilities and Net Assets / Fund Balance$97,156,889$102,494,032▲ $5,337,143

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$82,349,865--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$35,548,468$1,464,881▲ $3,475,412-$38,602,700
2023$32,387,239$1,230,823▲ $3,413,721-$35,548,468
2022$32,544,483$1,320,953▼ $364,819-$32,387,239
2021$30,836,795$1,723,639▲ $951,992-$32,544,483
2020$22,866,600$582,427▲ $8,139,239-$30,836,795
Compensation and Service Providers
Top Officer Pay5th percentile

Board Members and Trustees

NameTitle
Kathleen Ann KaneyChair
Adam Steven ParkerImmediate Past Chair
Levelton Ray ThomasAlumni Association Advisory Board Vice Chair
Nancy MessonnierExecutive Vice Chair, Ex-officio
George Eglington ThomasVice Chair
Amit GuptaBoard Member
Amy Louise LanskyBoard Member
Azhar Nadiyah RichmondBoard Member
Brenda K EdwardsBoard Member
Dana Bonas DavisBoard Member
Diego GarzaBoard Member
Frederick Mcdowell Hargett JrBoard Member
Howard Erikson EakerBoard Member
Jean G OrelienBoard Member
Jessica Thompson MeltonBoard Member
Joanna Jordan ConleyBoard Member
Jonathan AtkesonBoard Member
Louis Patalano IvBoard Member
Melissa G ButlerBoard Member
Mona Marie MoonBoard Member
Patsy M PolstonBoard Member
R Mark LeeBoard Member
Todd Alexander DurhamBoard Member
Walker Armfield WilsonBoard Member
Mary Margaret CarrollExecutive Director/secretary, Ex-officio
Tiffany J FarinaTreasurer, Ex-officio
Revenue and Support

Revenue Composition

Contributions and Grants
$3,697,412
Program Service Revenue
$0
Investment Income
$448,249
Other Revenue
$45,914
All Other Contributions
$3,697,412
Change in Net Assets
$-2,415,432

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Miscellaneous16$177,126Fair Market Value (FMV) on Donation Date
Total Noncash Contributions16$177,126-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,191,575
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$8,537,027
Total Revenue per Audited Statements
$12,728,602
Total Revenue per Form 990
$4,191,575
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$6,402,165
Other Expenses$204,842
Total Fundraising Expense$143,389
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$6,402,165--$6,402,165
Fees for Services Other-$14,821$94,747$109,568
Fees for Services Accounting-$25,785-$25,785
Office Expenses-$6,199$14,465$20,664
Insurance-$3,608$8,418$12,026
Conferences and Meetings-$2,095$4,889$6,984
Travel-$460$1,074$1,534
Other Expenses-$251$584$835
Total Functional Expenses$6,402,165$61,453$143,389$6,607,007

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,316,259
Expenses per Audited Statements$6,607,007
Total Expenses per Form 990$6,607,007
Expenses Not Reported on Form 990$709,252
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Unc Gillings School of Global Public HealthChapel Hill, NC501(c)(3)Grants Are Awarded to Support Scholarships, Professorships, Faculty and Student Awards, Lectureships, Research Initiatives, and Operating Needs of the Unc Gillings School of Global Public Health.$6,402,165
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“All board members are provided with a copy of the 990 along with a high level summary of key points for review.”

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

“Board members complete a conflict of interest form annually. The form is reviewed by the executive director of the foundation. Any suggestion of a conflict is then reviewed by the foundation's attorney.”

Form 990, Part VI, Section B, Line 15

“Form 990, part vi, section b, lines 15a and 15b: n/a, as the foundation does not compensate its officers.”

Form 990, Part VI, Section C, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The University of North Carolina at
EIN
56-1717285
Phone
9199660198
Address
PO BOX 899, CHAPEL HILL, NC 27514

Signing Officer

Name
Mary Margaret Carroll
Title
Executive Director
Phone
9199660198
Signed
2026-03-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Margaret Carroll
Formed
1990
Legal Domicile
Nc
Voting Board Members
26
Independent Board Members
23
Employees
0
Volunteers
26

Preparer

Firm
Blackman & Sloop Advisors Inc
Address
1414 RALEIGH ROAD SUITE 300, CHAPEL HILL, NC 27517
Preparer
Robert Lewis
Phone
9199428700
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in value of split interest agreements 180,034. Bad debt expense -373,810.”

FORM 990, PART XII, LINE 2C:

“The audit and compliance committee have oversight for the audit of the financial statements. This has not changed from the previous year.”

Financial Statement Notes

PART V, LINE 4:

“To support the unc gillings school of global public health and the university of north carolina.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value of split interest agreements 180,034.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Bad debt expense 373,810.”

Raw XML AppendixShowing 400 of 617 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm0KATHLEEN ANN KANEY
IRS990/Form990PartVIISectionAGrp/PersonNm1GEORGE EGLINGTON THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm2TIFFANY J FARINA
IRS990/Form990PartVIISectionAGrp/PersonNm3MARY MARGARET CARROLL
IRS990/Form990PartVIISectionAGrp/PersonNm4NANCY MESSONNIER
IRS990/Form990PartVIISectionAGrp/PersonNm5LEVELTON RAY THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm6ADAM STEVEN PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm7JONATHAN ATKESON
IRS990/Form990PartVIISectionAGrp/PersonNm8MELISSA G BUTLER
IRS990/Form990PartVIISectionAGrp/PersonNm9JOANNA JORDAN CONLEY
IRS990/Form990PartVIISectionAGrp/PersonNm10DANA BONAS DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm11TODD ALEXANDER DURHAM
IRS990/Form990PartVIISectionAGrp/PersonNm12HOWARD ERIKSON EAKER
IRS990/Form990PartVIISectionAGrp/PersonNm13BRENDA K EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm14DIEGO GARZA
IRS990/Form990PartVIISectionAGrp/PersonNm15AMIT GUPTA
IRS990/Form990PartVIISectionAGrp/PersonNm16FREDERICK MCDOWELL HARGETT JR
IRS990/Form990PartVIISectionAGrp/PersonNm17AMY LOUISE LANSKY
IRS990/Form990PartVIISectionAGrp/PersonNm18R MARK LEE
IRS990/Form990PartVIISectionAGrp/PersonNm19JESSICA THOMPSON MELTON
IRS990/Form990PartVIISectionAGrp/PersonNm20MONA MARIE MOON
IRS990/Form990PartVIISectionAGrp/PersonNm21JEAN G ORELIEN
IRS990/Form990PartVIISectionAGrp/PersonNm22LOUIS PATALANO IV
IRS990/Form990PartVIISectionAGrp/PersonNm23PATSY M POLSTON
IRS990/Form990PartVIISectionAGrp/PersonNm24AZHAR NADIYAH RICHMOND
IRS990/Form990PartVIISectionAGrp/PersonNm25WALKER ARMFIELD WILSON
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IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER, EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE DIRECTOR/SECRETARY, EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt4EXECUTIVE VICE CHAIR, EX-OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt5ALUMNI ASSOCIATION ADVISORY BOARD VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6IMMEDIATE PAST CHAIR
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IRS990/MissionDesc0OUR MISSION IS TO IMPROVE PUBLIC HEALTH, PROMOTE INDIVIDUAL WELL-BEING, AND ELIMINATE HEALTH DISPARITIES ACROSS NORTH CAROLINA AND AROUND THE WORLD.WE BRING ABOUT SUSTAINABLE, POSITIVE CHANGES IN HEALTH BY PROVIDING AN OUTSTANDING PROGRAM OF RESEARCH, TEACHING, AND SERVICE TO: EDUCATE THE NEXT GENERATION OF PUBLIC HEALTH LEADERS; DISCOVER, TEST, AND DISSEMINATE SOLUTIONS TO HEALTH THREATS AND PROBLEMS; TRANSLATE RESEARCH INTO EFFECTIVE PRACTICES AND SOUND POLICIES; AND SERVE NORTH CAROLINA AND BEYOND THROUGH OUTREACH, ENGAGEMENT, EDUCATION OF CITIZENS AND HEALTH PROFESSIONALS, AND APPLICATION OF SOLUTIONS TO HEALTH THREATS AND PROBLEMS.
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IRS990/PrincipalOfficerNm0MARY MARGARET CARROLL
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISC - 2022 AMOUNT: $ 6,835. 2023 AMOUNT: $ 3,755. 2024 AMOUNT: $ 45,915.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
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IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt0192498

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