Civic Intelligence

Unc Eshelman School of Pharmacy

EIN 56-6037918 • 501(c)3 • Chapel Hill, NC

Profile

The mission of the foundation is: to foster and promote the profession of pharmacy and pharmaceutical education and research exclusively at the unc eshelman school of pharmacy.

194 Finley Golf Course Road 106Chapel Hill, NC 27517

pharmacy.unc.edu/GIVE/FOUNDATION

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

Higher debt load relative to assets than 7% of similar nonprofits.

NTEE B • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

10th percentile

0.03x

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

NTEE B • $50M-$100M nonprofits • Source year 2025

Net Margin

4th percentile

-54%

Higher net margin than 4% of similar nonprofits.

NTEE B • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

73rd percentile

$462,747

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 14.2% of source-year revenue.

NTEE B • $50M-$100M nonprofits • Source year 2025

Asset Growth

64th percentile

8.0%

Faster asset growth than 64% of similar nonprofits.

NTEE B • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

6th percentile

-31%

Faster revenue growth than 6% of similar nonprofits.

NTEE B • $50M-$100M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$91,074,336

Up $6,729,705 (+8.0%) from 2024

Liabilities

Up

$91,545

Up $28,436 (+45%) from 2024

Net Assets

Up

$90,982,791

Up $6,701,269 (+8.0%) from 2024

Operations
Liabilities / Revenue10th percentileNet Margin4th percentile

Revenue

Down

$3,263,932

Down $1,467,214 (-31%) from 2024

Expenses

Up

$5,026,651

Up $1,065,982 (+27%) from 2024

Net Income

Down

-$1,762,719

Down $2,533,196 (-329%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$100M$50M$0Assets 2012: $35,327,379Liabilities 2012: $7,534Net Assets 2012: $35,319,8452012Assets 2013: $37,860,986Liabilities 2013: $1,057Net Assets 2013: $37,859,9292013Assets 2014: $44,798,480Liabilities 2014: $2,189Net Assets 2014: $44,796,2912014Assets 2015: $49,661,354Liabilities 2015: $93,133Net Assets 2015: $49,568,2212015Assets 2016: $47,934,661Liabilities 2016: $6,137Net Assets 2016: $47,928,5242016Assets 2017: $51,245,115Liabilities 2017: $1,718Net Assets 2017: $51,243,3972017Assets 2018: $54,475,091Liabilities 2018: $9,194Net Assets 2018: $54,465,8972018Assets 2019: $55,778,161Liabilities 2019: $2,021Net Assets 2019: $55,776,1402019Assets 2020: $55,269,717Liabilities 2020: $201Net Assets 2020: $55,269,5162020Assets 2021: $75,469,873Liabilities 2021: $2,193Net Assets 2021: $75,467,6802021Assets 2022: $75,903,052Liabilities 2022: $19,463Net Assets 2022: $75,883,5892022Assets 2023: $75,315,166Liabilities 2023: $13,113Net Assets 2023: $75,302,0532023Assets 2024: $84,344,631Liabilities 2024: $63,109Net Assets 2024: $84,281,5222024Assets 2025: $91,074,336Liabilities 2025: $91,545Net Assets 2025: $90,982,7912025

Highlighted filing

2025

Assets$91,074,336
Liabilities$91,545
Net Assets$90,982,791
Open 2025 Filing

Operations Trend

Revenue Growth6th percentile

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

$10M$5.0M$0-$5.0MRevenue 2012: $2,607,874Expenses 2012: $2,509,920Net Income 2012: $97,9542012Revenue 2013: $2,477,573Expenses 2013: $1,940,204Net Income 2013: $537,3692013Revenue 2014: $5,694,660Expenses 2014: $2,396,777Net Income 2014: $3,297,8832014Revenue 2015: $6,153,326Expenses 2015: $2,757,703Net Income 2015: $3,395,6232015Revenue 2016: $4,805,517Expenses 2016: $3,546,806Net Income 2016: $1,258,7112016Revenue 2017: $3,615,485Expenses 2017: $2,877,957Net Income 2017: $737,5282017Revenue 2018: $3,902,062Expenses 2018: $3,539,655Net Income 2018: $362,4072018Revenue 2019: $1,422,960Expenses 2019: $3,549,337Net Income 2019: -$2,126,3772019Revenue 2020: $1,828,423Expenses 2020: $3,424,614Net Income 2020: -$1,596,1912020Revenue 2021: $3,444,671Expenses 2021: $2,837,276Net Income 2021: $607,3952021Revenue 2022: $1,667,474Expenses 2022: $4,099,187Net Income 2022: -$2,431,7132022Revenue 2023: $2,777,134Expenses 2023: $3,206,546Net Income 2023: -$429,4122023Revenue 2024: $4,731,146Expenses 2024: $3,960,669Net Income 2024: $770,4772024Revenue 2025: $3,263,932Expenses 2025: $5,026,651Net Income 2025: -$1,762,7192025

Highlighted filing

2025

Revenue$3,263,932
Expenses$5,026,651
Net Income-$1,762,719
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$91,074,336
Liabilities
$91,545
Net assets
$90,982,791
Revenue
$3,263,932
Expenses
$5,026,651
Net income
-$1,762,719
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$91.1$0.09$91.0$3.26$5.03$1.76
2024Detailed filing. Detailed filing data is available for this year.$84.3$0.06$84.3$4.73$3.96$0.77
2023Detailed filing. Detailed filing data is available for this year.$75.3$0.01$75.3$2.78$3.21$0.43
2022Detailed filing. Detailed filing data is available for this year.$75.9$0.02$75.9$1.67$4.10$2.43
2021Detailed filing. Detailed filing data is available for this year.$75.5$0.00$75.5$3.44$2.84$0.61
2020Detailed filing. Detailed filing data is available for this year.$55.3$0.00$55.3$1.83$3.42$1.60
2019Detailed filing. Detailed filing data is available for this year.$55.8$0.00$55.8$1.42$3.55$2.13
2018Detailed filing. Detailed filing data is available for this year.$54.5$0.01$54.5$3.90$3.54$0.36
2017Detailed filing. Detailed filing data is available for this year.$51.2$0.00$51.2$3.62$2.88$0.74
2016Detailed filing. Detailed filing data is available for this year.$47.9$0.01$47.9$4.81$3.55$1.26
2015Detailed filing. Detailed filing data is available for this year.$49.7$0.09$49.6$6.15$2.76$3.40
2014Summary only. Only limited summary data is available for this year.$44.8$0.00$44.8$5.69$2.40$3.30
2013Summary only. Only limited summary data is available for this year.$37.9$0.00$37.9$2.48$1.94$0.54
2012Summary only. Only limited summary data is available for this year.$35.3$0.01$35.3$2.61$2.51$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 10, 2025
Return Version
2024v5.2
Gross Receipts
$3,263,932
Mission and Program Overview

Mission

The mission of the foundation is: to foster and promote the profession of pharmacy and pharmaceutical education and research exclusively at the unc eshelman school of pharmacy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$72,460,088$79,028,990▲ $6,568,902
Savings and Temporary Cash Investments$10,209,649$10,070,881▼ $138,768
Land, Buildings, and Equipment, Net$794,543$764,209▼ $30,334
Cash and Non-Interest-Bearing Accounts$267,211$472,838▲ $205,627
Pledges and Grants Receivable$235,935$386,949▲ $151,014
Total Assets$84,344,631$91,074,336▲ $6,729,705
Other Assets Total$377,205$350,469▼ $26,736
Liabilities
Accounts Payable and Accrued Expenses$63,109$91,545▲ $28,436
Total Liabilities$63,109$91,545▲ $28,436
Net Assets / Fund Balance
Net Assets With Donor Restrictions$79,977,709$86,364,709▲ $6,387,000
Net Assets Without Donor Restrictions$4,303,813$4,618,082▲ $314,269
Total Net Assets Fund Balance$84,281,522$90,982,791▲ $6,701,269
Total Liabilities and Net Assets / Fund Balance$84,344,631$91,074,336▲ $6,729,705

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$756,632$334,191$1,090,823
Equipment$7,577$111,459$119,036
Other Securities$79,028,990--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$76,408,966$1,967,850▲ $8,454,416$775,190$82,781,256
2023$70,145,474$1,633,998▲ $8,236,502$614,336$76,408,966
2022$71,088,263$2,150,132▼ $118,436$429,941$70,145,474
2021$69,800,489$1,322,034▲ $2,827,788$295,911$71,088,263
2020$50,800,758$1,967,639▲ $19,593,201$404,724$69,800,489
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeOtherTotal
Jacqueline FeasterVice President Finance & Program OperationsPT$190,667$190,667

Board Members and Trustees

NameTitle
Ping RogersChair
Louis NewsomeImmediate Past Chair
Kelly CollinsPresident, Associate Dean
Janet EdwardsVice Chair
Jacqueline FeasterVice President Finance & Program Ope
Kirsten BeattieVice President of Development
Amy GreesonBoard Member
Champ BurgessBoard Member
Dianne KapherrBoard Member
Donald HarveyBoard Member
Gary YinglingBoard Member
Jeff NewBoard Member
Jennifer BuxtonBoard Member
Jivan MoaddebBoard Member
Joseph AbdallaBoard Member
Linda ButlerBoard Member
Lynn WaltersBoard Member
Neal FowlerBoard Member
Patti RouseBoard Member
Rashonda BurkettBoard Member
Rick GrahamBoard Member
Rick WhitesellBoard Member
Rob BarrettBoard Member
Sarah CobbBoard Member
Tab WaldropBoard Member
Meghan HauserDirector of Industry and F
Angela KashubaDean-eshelman School of Ph
Mary HooksSecretary
Greg VassieTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,020,405
Program Service Revenue
$0
Investment Income
$239,809
Other Revenue
$3,718
All Other Contributions
$3,020,405
Change in Net Assets
$-1,762,719

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,263,932
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$8,827,561
Total Revenue per Audited Statements
$12,091,493
Total Revenue per Form 990
$3,263,932
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,641,117
Other Expenses$1,385,534
Total Fundraising Expense$610,526
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,581,892--$3,581,892
Fees for Services Management$271,772$338,714$295,876$906,362
Grants to Domestic Individuals$59,225--$59,225
Occupancy-$56,352-$56,352
Depreciation Depletion-$30,334-$30,334
Office Expenses-$22,945-$22,945
Fees for Services Accounting-$20,200-$20,200
Information Technology-$17,960-$17,960
Conferences and Meetings-$5,258-$5,258
Insurance-$4,460-$4,460
Fees for Services Other-$3,209-$3,209
Travel-$2,984-$2,984
Other Expenses--$1,204$1,204
Fees for Services Legal-$820-$820
Total Functional Expenses$3,912,889$503,236$610,526$5,026,651

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,390,224
Expenses per Audited Statements$5,026,651
Total Expenses per Form 990$5,026,651
Expenses Not Reported on Form 990$363,573
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of Nc Eshelman Sch of PharmacyChapel Hill, NC-Educational Support$3,581,892
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
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
Yes
Other officer compensation reviewed
Yes
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

“Form 990 is distributed to the finance and audit committees for review. It is then presented to the board of directors at their annual meeting, where acceptance of the 990 is voted on by the full board.”

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

“Board members and management are required to complete, sign and return a conflict of interest policy at the annual board of directors meeting.”

Form 990, Part VI, Section B, Line 15

“The president is an employee of the university of north carolina at chapel hill and is subject to the compensation and personnel policies of the university and state of north carolina.”

Form 990, Part VI, Section C, Line 19

“The conflict of interest policy, governing documents and financial statements are provided to appropriate interested parties upon proper notification and request, subject to approval by management and legal counsel.”

Filing and Contact Details

Filer

Filer Name
Unc Eshelman School of Pharmacy
EIN
56-6037918
Phone
9194693868
Address
194 FINLEY GOLF COURSE ROAD 106, CHAPEL HILL, NC 27517

Signing Officer

Name
Robin Mcduffie
Title
Executive Administrator
Phone
9194693868
Signed
2025-12-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robin Mcduffie
Formed
1946
Legal Domicile
Nc
Voting Board Members
24
Independent Board Members
24
Employees
0
Volunteers
85

Preparer

Firm
Dean Dorton Allen Ford Pllc
Address
4130 PARKLAKE AVE STE 400, RALEIGH, NC 27612
Preparer
Michelle Foote
Phone
9198792909
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in split-interest agreements 63,264.”

Part XII Line 2C

“The foundation did not change its oversight or selection process during the year.”

Financial Statement Notes

PART V, LINE 4:

“Intended use of endowment funds: scholarships & awards, faculty support, graduate student support, student leadership activities”

PART X, LINE 2:

“It is the foundation's policy to evaluate all tax positions to identify those 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 benefit of any uncertain tax position should be recognized in the financial statements. Any changes in the amount of a tax position are recognized in the period the change occurs.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in split-interest agreements 63,264.”

Raw XML AppendixShowing 400 of 779 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/ActivityOrMissionDesc0THE MISSION OF THE FOUNDATION IS: TO FOSTER AND PROMOTE THE PROFESSION OF PHARMACY AND PHARMACEUTICAL EDUCATION AND RESEARCH EXCLUSIVELY AT THE UNC ESHELMAN SCHOOL OF PHARMACY.
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IRS990/Form990PartVIISectionAGrp/TitleTxt24DEAN-ESHELMAN SCHOOL OF PH
IRS990/Form990PartVIISectionAGrp/TitleTxt25PRESIDENT, ASSOCIATE DEAN
IRS990/Form990PartVIISectionAGrp/TitleTxt26VICE PRESIDENT FINANCE & PROGRAM OPERATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt27VICE PRESIDENT OF DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR OF INDUSTRY AND F
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IRS990/MissionDesc0THE MISSION OF THE FOUNDATION IS: TO FOSTER AND PROMOTE THE PROFESSION OF PHARMACY AND PHARMACEUTICAL EDUCATION AND RESEARCH EXCLUSIVELY AT THE UNC ESHELMAN SCHOOL OF PHARMACY.
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IRS990/ProgSrvcAccomActy3Grp/Desc0SCHOOL OF PHARMACY BUILDING PROJECTS--FUNDS TRANSFERRED TO THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOR VARIOUS BUILDING PROJECTS SUPPORTING EDUCATIONAL FACILITIES AT THE UNC ESHELMAN SCHOOL OF PHARMACY.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0OPERATIONAL SUPPORT - SUPPORT OF OFFICE EXPENSES, TRAVEL AND OFFICIAL FUNCTIONS OF THE DEAN OF THE UNC ESHELMAN SCHOOL OF PHARMACY.
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