Civic Intelligence

Donald R Watson Foundation Inc.

990 • Fiscal year 2018 • EIN 56-1861816

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 01, 2018

Organization ProfileUNCW.EDU/ASSOCIATEDENTITIES/WATSONASSOCIATION.HTM
601 South College RoadWimington, NC 28403

(910) 962-3383

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

15th percentile

0.00x

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

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

97th percentile

$397,482

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 365.0% of source-year revenue.

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

Asset Growth

43rd percentile

1.0%

Faster asset growth than 43% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

84th percentile

39%

Faster revenue growth than 84% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$1,541,417

Up $14,971 (+1.0%) from 2017

Net Assets

Up

$1,541,417

Up $14,971 (+1.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin71st percentile

Revenue

Up

$108,908

Up $30,696 (+39%) from 2017

Expenses

Up

$93,142

Up $1,903 (+2.1%) from 2017

Net Income

Up

$15,766

Up $28,793 (+221%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,503,755Liabilities 2011: $0Net Assets 2011: $1,503,7552011Assets 2012: $1,394,651Liabilities 2012: $0Net Assets 2012: $1,394,6512012Assets 2013: $1,466,807Liabilities 2013: $0Net Assets 2013: $1,466,8072013Assets 2014: $1,606,396Liabilities 2014: $0Net Assets 2014: $1,606,3962014Assets 2015: $1,540,558Liabilities 2015: $0Net Assets 2015: $1,540,5582015Assets 2016: $1,448,440Liabilities 2016: $0Net Assets 2016: $1,448,4402016Assets 2017: $1,526,446Liabilities 2017: $0Net Assets 2017: $1,526,4462017Assets 2018: $1,541,417Liabilities 2018: $0Net Assets 2018: $1,541,4172018Assets 2019: $1,525,078Liabilities 2019: $0Net Assets 2019: $1,525,0782019Assets 2020: $1,456,367Liabilities 2020: $0Net Assets 2020: $1,456,3672020Assets 2021: $1,779,474Liabilities 2021: $6,563Net Assets 2021: $1,772,9112021Assets 2022: $1,412,803Liabilities 2022: $0Net Assets 2022: $1,412,8032022Assets 2023: $1,440,739Liabilities 2023: $0Net Assets 2023: $1,440,7392023Assets 2024: $1,537,302Liabilities 2024: $0Net Assets 2024: $1,537,3022024Assets 2025: $1,621,368Liabilities 2025: $846Net Assets 2025: $1,620,5222025

Highlighted filing

2018

Assets$1,541,417
Liabilities$0
Net Assets$1,541,417
Open 2018 Filing

Operations Trend

Revenue Growth84th percentile

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

$200K$100K$0-$100KExpenses 2011: $86,6972011Expenses 2012: $83,4602012Revenue 2013: $49,398Expenses 2013: $86,177Net Income 2013: -$36,7792013Revenue 2014: $72,665Expenses 2014: $89,034Net Income 2014: -$16,3692014Revenue 2015: $109,185Expenses 2015: $90,931Net Income 2015: $18,2542015Revenue 2016: $92,435Expenses 2016: $89,217Net Income 2016: $3,2182016Revenue 2017: $78,212Expenses 2017: $91,239Net Income 2017: -$13,0272017Revenue 2018: $108,908Expenses 2018: $93,142Net Income 2018: $15,7662018Revenue 2019: $123,164Expenses 2019: $93,386Net Income 2019: $29,7782019Revenue 2020: $89,713Expenses 2020: $93,038Net Income 2020: -$3,3252020Revenue 2021: $78,755Expenses 2021: $95,224Net Income 2021: -$16,4692021Revenue 2022: $148,740Expenses 2022: $98,620Net Income 2022: $50,1202022Revenue 2023: $52,410Expenses 2023: $93,848Net Income 2023: -$41,4382023Revenue 2024: $32,419Expenses 2024: $92,593Net Income 2024: -$60,1742024Revenue 2025: $114,316Expenses 2025: $94,540Net Income 2025: $19,7762025

Highlighted filing

2018

Revenue$108,908
Expenses$93,142
Net Income$15,766
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 1, 2018
Return Version
2017v2.3
Gross Receipts
$749,583
Mission and Program Overview

Mission

To donate funds to charitable, educational, literary, religious, and scientific organizations, provided all recipient organizations are tax exempt organizations and eligible to receive charitable donations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,513,014$1,534,321▲ $21,307
Cash and Non-Interest-Bearing Accounts$13,432$7,096▼ $6,336
Total Assets$1,526,446$1,541,417▲ $14,971
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$999,796$999,796→ $0
Temporarily Rstr Net Assets$526,650$541,621▲ $14,971
Total Net Assets Fund Balance$1,526,446$1,541,417▲ $14,971
Total Liabilities and Net Assets / Fund Balance$1,526,446$1,541,417▲ $14,971

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,526,446-▲ $108,113-$1,541,417
2016$1,448,440-▲ $169,245-$1,526,446
2015$1,540,558-▼ $2,901-$1,448,440
2014$1,606,396-▲ $25,093-$1,540,558
2013$1,466,807-▲ $228,623-$1,606,396
Compensation and Service Providers
Top Officer Pay97th percentile

Board Members and Trustees

NameTitle
Jose V SartarelliPresident
Monica WatsonVice President
Eddie StuartDirector
Bill AnlyanSecretary
Robert WarwickTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$108,908
Other Revenue
$0
Change in Net Assets
$15,766

Audited Revenue Reconciliation

Revenue per Audited Statements
$108,908
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,024
Total Revenue per Audited Statements
$109,932
Total Revenue per Form 990
$108,908
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$76,279
Other Expenses$16,863
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$76,279--$76,279
Fees for Service Investment Mgmnt Fees-$10,337-$10,337
Fees for Services Accounting-$6,000-$6,000
Insurance-$526-$526
Total Functional Expenses$76,279$16,863$0$93,142

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$94,961
Expenses per Audited Statements$93,142
Total Expenses per Form 990$93,142
Expenses Not Reported on Form 990$1,819
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of North Carolina WilmingtonWilmington, NCGovernmentScholarships$61,023
Duke UniversityDurham, NC501(c)(3)Medical Research$7,628
ST JOHN'S EPISCOPAL CHURCHWilmington, NC501(c)(3)General Funding$7,628
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
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 A, Line 8B

“The organization does not have any committees with authority to act on behalf of the governing body.”

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

“Associated entities accountant works with the audit firm on preparation of the form. A final draft is forwarded to the uncw associate vice chancellor for finance for review. It is then forwarded to the watson director for review, and then to the secretary of the foundation for review and signature.”

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

“Conflict of interest policy is reviewed annually at the board meeting and forms are signed annually by the officers and directors.”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Donald R Watson Foundation Inc
EIN
56-1861816
Phone
9109623383
Address
601 SOUTH COLLEGE ROAD, WIMINGTON, NC 28403

Signing Officer

Name
Bill Anlyan
Title
Secretary
Phone
9109623383
Signed
2018-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Anlyan
Formed
1994
Legal Domicile
Nc
Voting Board Members
5
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Bernard Robinson & Company Llp
Address
PO BOX 19608, GREENSBORO, NC 27419-9608
Preparer
Ronald R Kuyath
Phone
3362944494
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Provide contributions to the university of north carolina at wilmington, duke university, and st. John's episcopal church from earnings on investments. Corpus is to be maintained in perpetuity.”

PART X, LINE 2:

“It is the 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 2018.”

Schedule D, Part V, Line 1

“During the year ended june 30, 2015, the organization changed its presentation of endowment fund information for form 990 schedule d. The information included on schedule d, part v, line 1 has been adjusted to include the temporarily restricted portion of endowment fund assets, in addition to the permanently restricted portion that had been presented previously.”

Raw XML AppendixShowing 400 of 487 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF NORTH CAROLINA AT WILMINGTON
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1DUKE UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2ST JOHN'S EPISCOPAL CHURCH
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IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01541417
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt076279
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0108113
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt016138
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01448440
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01526446
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt075101
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0169245
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt015862
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01540558
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01448440
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt073355
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-2901
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt014926
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01606396
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01540558
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt076005
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt025093
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt017203
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01466807
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01606396
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt071831
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0228623
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt01819
IRS990ScheduleD/DonatedServicesUseFcltsAmt01819
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt01819
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt093142
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-795
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.64900
IRS990ScheduleD/RevenueNotReportedAmt01024
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0108908
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PROVIDE CONTRIBUTIONS TO THE UNIVERSITY OF NORTH CAROLINA AT WILMINGTON, DUKE UNIVERSITY, AND ST. JOHN'S EPISCOPAL CHURCH FROM EARNINGS ON INVESTMENTS. CORPUS IS TO BE MAINTAINED IN PERPETUITY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1IT IS THE 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 2018.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2DURING THE YEAR ENDED JUNE 30, 2015, THE ORGANIZATION CHANGED ITS PRESENTATION OF ENDOWMENT FUND INFORMATION FOR FORM 990 SCHEDULE D. THE INFORMATION INCLUDED ON SCHEDULE D, PART V, LINE 1 HAS BEEN ADJUSTED TO INCLUDE THE TEMPORARILY RESTRICTED PORTION OF ENDOWMENT FUND ASSETS, IN ADDITION TO THE PERMANENTLY RESTRICTED PORTION THAT HAD BEEN PRESENTED PREVIOUSLY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PART V, LINE 1
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.35100
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt093142
IRS990ScheduleD/TotalRevenuePerForm990Amt0108908
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0109932
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt094961
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt07628
IRS990ScheduleI/RecipientTable/CashGrantAmt17628
IRS990ScheduleI/RecipientTable/CashGrantAmt261023
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2GOVERNMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0MEDICAL RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL FUNDING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0DUKE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ST JOHN'S EPISCOPAL CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF NORTH CAROLINA WILMINGTON
IRS990ScheduleI/RecipientTable/RecipientEIN0560532129
IRS990ScheduleI/RecipientTable/RecipientEIN1560653352
IRS990ScheduleI/RecipientTable/RecipientEIN2561258660
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0324 BLACKWELL STREET WASHINGTON
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11219 FOREST HILLS DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2601 SOUTH COLLEGE ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0BLDG NO 850
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DURHAM
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WILMINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2WILMINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NC
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NC
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd027701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd128403
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd228403
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE USE OF FUNDS GIVEN TO THE UNIVERSITY OF NORTH CAROLINA WILMINGTON ARE MONITORED BY THE UNIVERSITY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt03
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0346788
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1178219
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt035554
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt124164
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt05875
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt16415
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt09265
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt13300
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOSE V SARTARELLI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1EDDIE STUART
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0397482
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1212098
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ASSOCIATED ENTITIES ACCOUNTANT WORKS WITH THE AUDIT FIRM ON PREPARATION OF THE FORM. A FINAL DRAFT IS FORWARDED TO THE UNCW ASSOCIATE VICE CHANCELLOR FOR FINANCE FOR REVIEW. IT IS THEN FORWARDED TO THE WATSON DIRECTOR FOR REVIEW, AND THEN TO THE SECRETARY OF THE FOUNDATION FOR REVIEW AND SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AT THE BOARD MEETING AND FORMS ARE SIGNED ANNUALLY BY THE OFFICERS AND DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0UNIVERSITY OF NORTH CAROLINA WILMINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0561258660
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0601 SOUTH COLLEGE ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WILMINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd028403
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt061023
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH PAID
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF NORTH CAROLINA WILMINGTON
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,541,417
Liabilities
$0
Net assets
$1,541,417
Revenue
$108,908
Expenses
$93,142
Net income
$15,766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.00$1.62$0.11$0.09$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.03$0.09$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.05$0.09$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.15$0.10$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.01$1.77$0.08$0.10$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.09$0.09$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.12$0.09$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.11$0.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.08$0.09$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.09$0.09$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.11$0.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.07$0.09$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.00$1.47$0.05$0.09$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.00$1.39$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.00$1.50$0.09