Civic Intelligence

The University of North Carolina Press Inc

990 • Fiscal year 2014 • EIN 56-6001394

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 10, 2014

Organization ProfileUNCPRESS.UNC.EDU
116 S Boundary Street27514

(919) 962-1400

Siviq Scores

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

Liabilities / Assets

60th percentile

0.09x

Higher debt load relative to assets than 60% of similar nonprofits.

2014 filings • NTEE A • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

70th percentile

0.42x

Higher debt load relative to revenue than 70% of similar nonprofits.

2014 filings • NTEE A • $10M-$25M nonprofits • Source year 2014

Net Margin

33rd percentile

-3.6%

Higher net margin than 33% of similar nonprofits.

2014 filings • NTEE A • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

63rd percentile

$206,128

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2014 filings • NTEE A • $10M-$25M nonprofits • Source year 2014

Asset Growth

69th percentile

6.8%

Faster asset growth than 69% of similar nonprofits.

2014 filings • NTEE A • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$22,086,587

Up $1,412,286 (+6.8%) from 2013

Net Assets

Up

$20,091,380

Up $1,683,307 (+9.1%) from 2013

Liabilities

Down

$1,995,207

Down $271,021 (-12%) from 2013

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin33rd percentile

Revenue

$4,753,588

No earlier filing loaded for comparison.

Expenses

Down

$4,924,374

Down $10,470 (-0.2%) from 2013

Net Income

-$170,786

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$60M$40M$20M$0Assets 2011: $19,581,094Liabilities 2011: $2,421,630Net Assets 2011: $17,159,4642011Assets 2012: $19,508,297Liabilities 2012: $2,261,405Net Assets 2012: $17,246,8922012Assets 2013: $20,674,301Liabilities 2013: $2,266,228Net Assets 2013: $18,408,0732013Assets 2014: $22,086,587Liabilities 2014: $1,995,207Net Assets 2014: $20,091,3802014Assets 2015: $23,925,992Liabilities 2015: $3,016,677Net Assets 2015: $20,909,3152015Assets 2016: $22,600,103Liabilities 2016: $2,656,443Net Assets 2016: $19,943,6602016Assets 2017: $23,719,457Liabilities 2017: $2,523,162Net Assets 2017: $21,196,2952017Assets 2018: $28,494,987Liabilities 2018: $3,607,104Net Assets 2018: $24,887,8832018Assets 2019: $31,070,314Liabilities 2019: $3,434,177Net Assets 2019: $27,636,1372019Assets 2020: $31,227,976Liabilities 2020: $2,660,436Net Assets 2020: $28,567,5402020Assets 2021: $43,092,371Liabilities 2021: $2,472,629Net Assets 2021: $40,619,7422021Assets 2022: $44,303,805Liabilities 2022: $2,273,326Net Assets 2022: $42,030,4792022Assets 2023: $45,052,499Liabilities 2023: $1,929,066Net Assets 2023: $43,123,4332023Assets 2024: $47,809,031Liabilities 2024: $1,950,243Net Assets 2024: $45,858,7882024

Highlighted filing

2014

Assets$22,086,587
Liabilities$1,995,207
Net Assets$20,091,380
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2011: $5,153,7952011Expenses 2012: $5,297,9632012Expenses 2013: $4,934,8442013Revenue 2014: $4,753,588Expenses 2014: $4,924,374Net Income 2014: -$170,7862014Revenue 2015: $4,565,442Expenses 2015: $4,862,135Net Income 2015: -$296,6932015Revenue 2016: $4,942,345Expenses 2016: $5,044,847Net Income 2016: -$102,5022016Revenue 2017: $4,437,950Expenses 2017: $5,284,565Net Income 2017: -$846,6152017Revenue 2018: $7,263,006Expenses 2018: $5,283,035Net Income 2018: $1,979,9712018Revenue 2019: $6,629,121Expenses 2019: $4,983,432Net Income 2019: $1,645,6892019Revenue 2020: $5,533,337Expenses 2020: $5,123,457Net Income 2020: $409,8802020Revenue 2021: $7,489,638Expenses 2021: $5,392,008Net Income 2021: $2,097,6302021Revenue 2022: $5,679,167Expenses 2022: $5,813,045Net Income 2022: -$133,8782022Revenue 2023: $7,346,771Expenses 2023: $6,130,083Net Income 2023: $1,216,6882023Revenue 2024: $4,805,070Expenses 2024: $6,539,758Net Income 2024: -$1,734,6882024

Highlighted filing

2014

Revenue$4,753,588
Expenses$4,924,374
Net Income-$170,786
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 10, 2014
Return Version
2013v3.0
Gross Receipts
$7,697,355
Mission and Program Overview

Mission

To promote the advancement of the arts and sciences and the development of literature through the publishing of books, journals, and other forms of publications in all media.

To promote the advancement of arts and sciences and development of literature through the publishing of deserving works.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$15,775,157$17,266,218▲ $1,491,061
Cash and Non-Interest-Bearing Accounts$1,871,576$2,957,986▲ $1,086,410
Investments Other Securities$645,000$680,000▲ $35,000
Inventories for Sale or Use$907,137$533,326▼ $373,811
Prepaid Expenses and Deferred Charges$482,940$459,711▼ $23,229
Land, Buildings, and Equipment, Net$117,962$67,181▼ $50,781
Total Assets$20,621,660$22,086,587▲ $1,464,927
Other Assets Total$821,888$122,165▼ $699,723
Liabilities
Other Liabilities$2,115,343$1,816,931▼ $298,412
Accounts Payable and Accrued Expenses$98,244$178,276▲ $80,032
Total Liabilities$2,213,587$1,995,207▼ $218,380
Net Assets / Fund Balance
Temporarily Rstr Net Assets$9,143,113$10,823,189▲ $1,680,076
Permanently Rstr Net Assets$5,961,548$6,029,223▲ $67,675
Unrestricted Net Assets$3,303,412$3,238,968▼ $64,444
Total Net Assets Fund Balance$18,408,073$20,091,380▲ $1,683,307
Total Liabilities and Net Assets / Fund Balance$20,621,660$22,086,587▲ $1,464,927

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,327$766,887$781,214
Buildings$52,854$556,451$609,305
Investment Program Related Org$17,266,218--
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John ShererDirectorFT$173,548$32,580$206,128
Robert Dircks JrAssociate Director/CFOFT$137,763$25,905$163,668
Charles GrenchAssistant Director & SenioFT$103,752$21,117$124,869

Board Members and Trustees

NameTitle
John P EvansChair
Eric MullerBoard Member
Inger Sb BrodeyBoard Member
Irene OwensBoard Member
JOHN O'HARA JRBoard Member
James H Johnson JrBoard Member
James L Peacock IiiBoard Member
Kathleeen DuvalBoard Member
Lee a CraigBoard Member
Linda Kay Hanley-bowdoinBoard Member
Lisa LevensteinBoard Member
Marcie Cohen FerrisBoard Member
Sherman a JamesBoard Member
W Fitzhugh BrundageBoard Member
William AndrewsBoard Member
Karol Kain GrayEx-officio Board Member
Suzanne OrtegaEx-officio Board Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Thomson ShorePrinting-$598,117
Four Color Imports LtdPrinting-$163,807
Codemantra LLCFile Digitization And Storage-$129,036
Revenue and Support

Revenue Composition

Contributions and Grants
$911,523
Program Service Revenue
$258,422
Investment Income
$608,343
Other Revenue
$2,975,300
All Other Contributions
$393,023
Change in Net Assets
$-170,786

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,753,588
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,691,345
Total Revenue per Audited Statements
$8,444,933
Total Revenue per Form 990
$4,753,588
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,828,354
Other Expenses$2,096,020
Total Fundraising Expense$110,910
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,248,559$583,853-$1,832,412
All Other Expenses$221,156$222,834-$443,990
Current Officers, Directors, Trustees, and Key Employees$330,920--$330,920
Pension Plan Contributions$231,037$84,750-$315,787
Office Expenses$134,751$86,687-$221,438
Advertising$201,724--$201,724
Other Employee Benefits$146,164$43,149-$189,313
Payroll Taxes$108,606$51,316-$159,922
Other Expenses$147,436$200,136$110,910$110,910
Travel$36,107$66,665-$102,772
Fees for Service Investment Mgmnt Fees-$85,445-$85,445
Depreciation Depletion-$50,781-$50,781
Insurance-$28,265-$28,265
Fees for Services Accounting-$28,021-$28,021
Fees for Services Other-$22,080-$22,080
Total Functional Expenses$3,259,482$1,553,982$110,910$4,924,374

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,761,626
Expenses per Audited Statements$4,924,374
Total Expenses per Form 990$4,924,374
Expenses Not Reported on Form 990$1,837,252
Expenses Not Reported on Financial Statements$0
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
Due to University Periodicals$793,151
Accrued Liabilities$734,516
Investment Deficit in Longleaf Services, Inc$130,489
Subsidies on Uncompleted Books$83,105
Other Current Liabilities$75,670
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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 11

“The return is reviewed by the cfo and the accounting manager and made available to the board prior to filing.”

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

“Policy is in the staff handbook and any conflicts are reported accordingly.”

Form 990, Part VI, Section B, Line 15

“Annual salaries are reviewed with annual salary statistics provided by the association of american university presses.”

Form 990, Part VI, Section C, Line 19

“Per policy available upon request”

Filing and Contact Details

Filer

EIN
56-6001394
Phone
9199621400

Signing Officer

Name
Robert Dircks Jr
Title
CFO
Phone
9199663561
Signed
2014-12-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John E Sherer
Formed
1922
Legal Domicile
Nc
Voting Board Members
17
Independent Board Members
17
Employees
54
Volunteers
17

Preparer

Preparer
Cheryl Rhew
Phone
9197811055
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Management evaluated the press' tax positions and concluded the press had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of the income taxes topic of the fasb accounting standards codification (asc). With few exceptions, the press is no longer subject to income tax examinations by the u.s. Federal, state or local tax authorities for fiscal years before 2011.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 1,837,252.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cost of goods sold 1,837,252.”

Raw XML AppendixShowing 400 of 623 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/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7EX-OFFICIO BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10UNIVERSITY OF NORTH CAROLINA
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,086,587
Liabilities
$1,995,207
Net assets
$20,091,380
Revenue
$4,753,588
Expenses
$4,924,374
Net income
-$170,786
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.8$1.95$45.9$4.81$6.54$1.73
2023Detailed filing. Detailed filing data is available for this year.$45.1$1.93$43.1$7.35$6.13$1.22
2022Detailed filing. Detailed filing data is available for this year.$44.3$2.27$42.0$5.68$5.81$0.13
2021Detailed filing. Detailed filing data is available for this year.$43.1$2.47$40.6$7.49$5.39$2.10
2020Detailed filing. Detailed filing data is available for this year.$31.2$2.66$28.6$5.53$5.12$0.41
2019Detailed filing. Detailed filing data is available for this year.$31.1$3.43$27.6$6.63$4.98$1.65
2018Detailed filing. Detailed filing data is available for this year.$28.5$3.61$24.9$7.26$5.28$1.98
2017Detailed filing. Detailed filing data is available for this year.$23.7$2.52$21.2$4.44$5.28$0.85
2016Detailed filing. Detailed filing data is available for this year.$22.6$2.66$19.9$4.94$5.04$0.10
2015Detailed filing. Detailed filing data is available for this year.$23.9$3.02$20.9$4.57$4.86$0.30
2014Detailed filing. Detailed filing data is available for this year.$22.1$2.00$20.1$4.75$4.92$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$2.27$18.4$4.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.5$2.26$17.2$5.30
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.6$2.42$17.2$5.15
Peer Organizations

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