Civic Intelligence

Tr Ua Nationsbank Busi Ed Fd

EIN 56-6040791 • 501(c)3 • Dallas, TX

Profile

Support business school at university of north carolina

PO Box 653067Dallas, TX 75265-3067
Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

82nd percentile

$3,042

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 26.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

58th percentile

2.1%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

95th percentile

169%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$177,355

Up $3,581 (+2.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$177,355

Up $3,581 (+2.1%) from 2024

Operations
Liabilities / Revenue62nd percentileNet Margin86th percentile

Revenue

Up

$11,701

Up $7,346 (+169%) from 2024

Expenses

Up

$6,987

Up $428 (+6.5%) from 2024

Net Income

Up

$4,714

Up $6,918 (+314%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

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

$200K$150K$100K$50K$0Assets 2012: $126,200Liabilities 2012: $02012Assets 2013: $136,601Liabilities 2013: $02013Assets 2014: $137,196Liabilities 2014: $02014Assets 2015: $140,251Liabilities 2015: $02015Assets 2016: $135,883Liabilities 2016: $0Net Assets 2016: $135,8832016Assets 2017: $141,151Liabilities 2017: $0Net Assets 2017: $141,1512017Assets 2018: $147,110Liabilities 2018: $0Net Assets 2018: $147,1102018Assets 2019: $147,349Liabilities 2019: $02019Assets 2020: $149,768Liabilities 2020: $0Net Assets 2020: $149,7682020Assets 2021: $173,505Liabilities 2021: $0Net Assets 2021: $173,5052021Assets 2022: $179,060Liabilities 2022: $0Net Assets 2022: $179,0602022Assets 2023: $172,723Liabilities 2023: $0Net Assets 2023: $172,7232023Assets 2024: $173,774Liabilities 2024: $0Net Assets 2024: $173,7742024Assets 2025: $177,355Liabilities 2025: $0Net Assets 2025: $177,3552025

Highlighted filing

2025

Assets$177,355
Liabilities$0
Net Assets$177,355
Open 2025 Filing

Operations Trend

Revenue Growth95th percentile

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

$30K$20K$10K$0-$10KRevenue 2012: $4,387Expenses 2012: $3,505Net Income 2012: $8822012Revenue 2013: $14,635Expenses 2013: $4,234Net Income 2013: $10,4012013Revenue 2014: $3,635Expenses 2014: $4,416Net Income 2014: -$7812014Revenue 2015: $6,850Expenses 2015: $4,471Net Income 2015: $2,3792015Revenue 2016: $2,304Expenses 2016: $4,705Net Income 2016: -$2,4012016Revenue 2017: $7,885Expenses 2017: $4,546Net Income 2017: $3,3392017Revenue 2018: $11,148Expenses 2018: $4,719Net Income 2018: $6,4292018Revenue 2019: $7,824Expenses 2019: $4,960Net Income 2019: $2,8642019Revenue 2020: $9,242Expenses 2020: $5,276Net Income 2020: $3,9662020Revenue 2021: $11,418Expenses 2021: $4,614Net Income 2021: $6,8042021Revenue 2022: $28,813Expenses 2022: $5,473Net Income 2022: $23,3402022Revenue 2023: -$1,872Expenses 2023: $5,443Net Income 2023: -$7,3152023Revenue 2024: $4,355Expenses 2024: $6,559Net Income 2024: -$2,2042024Revenue 2025: $11,701Expenses 2025: $6,987Net Income 2025: $4,7142025

Highlighted filing

2025

Revenue$11,701
Expenses$6,987
Net Income$4,714
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$177,355
Liabilities
$0
Net assets
$177,355
Revenue
$11,701
Expenses
$6,987
Net income
$4,714
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.12$0.07$0.05
2024Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.04$0.07$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.02$0.05$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.29$0.05$0.23
2021Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.11$0.05$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.09$0.05$0.04
2019Summary only. Only limited summary data is available for this year.$1.47$0.00$0.08$0.05$0.03
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.11$0.05$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.08$0.05$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.36$0.00$1.36$0.02$0.05$0.02
2015Summary only. Only limited summary data is available for this year.$1.40$0.00$0.07$0.04$0.02
2014Summary only. Only limited summary data is available for this year.$1.37$0.00$0.04$0.04$0.01
2013Summary only. Only limited summary data is available for this year.$1.37$0.00$0.15$0.04$0.10
2012Summary only. Only limited summary data is available for this year.$1.26$0.00$0.04$0.04$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$37,548
Mission and Program Overview

Mission

Support business school at university of north carolina

Program Services

DescriptionGrantsExpenses
DISTRIBUTE NET INCOME TO KENAN-FLAGLER BUSINESS SCHOOL, UNC, CHAPEL HILL.$2,521$2,521
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF AMERICA N ATrustee-$3,042-$3,042
Filing and Contact Details

Filer

Filer Name
Tr Ua Nationsbank Busi Ed Fd
EIN
56-6040791
Phone
8888663275
Address
PO BOX 653067, DALLAS, TX 75265-3067

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-11-10
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“Other Allocable Expense-Principal 42 Other Allocable Expense-Income 42 Foreign Taxes 64 TAX PREPARATION FEE - BOA 1250 Foreign Taxes on Qualified Foreign 14 Foreign Taxes on Nonqualified Forei 12”

Form 990-EZ, Part I, Line 20

“Adjust for year end sales 10 rounding adjustment 1”

Form 990-EZ, Part I, Line 20

“Common trust fund adjustment 1144”

Raw XML Appendix135 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BANK OF AMERICA NA
IRS990EZ/BooksInCareOfDetail/PhoneNum08888663275
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 653067
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0752653067
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0173774
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0177355
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt025847
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt04714
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0173774
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0177355
IRS990EZ/GainOrLossFromSaleOfAssetsAmt05945
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02521
IRS990EZ/GrossReceiptsAmt037548
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt05756
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0173774
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0177355
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0173774
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0177355
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03042
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0BANK OF AMERICA N A
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-1133
IRS990EZ/OtherExpensesTotalAmt01424
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SUPPORT BUSINESS SCHOOL AT UNIVERSITY OF NORTH CAROLINA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DISTRIBUTE NET INCOME TO KENAN-FLAGLER BUSINESS SCHOOL, UNC, CHAPEL HILL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02521
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02521
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt03042
IRS990EZ/SaleOfAssetsGrossAmt031792
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06987
IRS990EZ/TotalProgramServiceExpensesAmt02521
IRS990EZ/TotalRevenueAmt011701
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0560771850
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt02521
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0KENAN-FLAGLER BUS SCHOOL
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt02521
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Other Allocable Expense-Principal 42 Other Allocable Expense-Income 42 Foreign Taxes 64 TAX PREPARATION FEE - BOA 1250 Foreign Taxes on Qualified Foreign 14 Foreign Taxes on Nonqualified Forei 12
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADJUST FOR YEAR END SALES 10 ROUNDING ADJUSTMENT 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMMON TRUST FUND ADJUSTMENT 1144
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF AMERICA N A
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING DIR
ReturnHeader/BusinessOfficerGrp/PhoneNum08888663275
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TR UA NATIONSBANK BUSI ED FD
ReturnHeader/Filer/BusinessNameControlTxt0NATI
ReturnHeader/Filer/EIN0566040791
ReturnHeader/Filer/PhoneNum08888663275
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 653067
ReturnHeader/Filer/USAddress/CityNm0DALLAS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd0752653067
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02025-11-10T14:01:30-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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