Civic Intelligence

Uncg Excellence Foundation Inc

990 • Fiscal year 2014 • EIN 56-6086393

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 12, 2014

PO Box 2617027402

(336) 334-5200

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.07x

Higher debt load relative to assets than 22% of similar nonprofits.

2014 filings • NTEE B • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

79th percentile

1.00x

Higher debt load relative to revenue than 79% of similar nonprofits.

2014 filings • NTEE B • $100M-$250M nonprofits • Source year 2014

Net Margin

94th percentile

48%

Higher net margin than 94% of similar nonprofits.

2014 filings • NTEE B • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

23rd percentile

$273,491

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Asset Growth

77th percentile

12%

Faster asset growth than 77% of similar nonprofits.

2014 filings • NTEE B • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

37th percentile

1.7%

Faster revenue growth than 37% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2011 to 2014

Assets

Up

$119,594,942

Up $12,706,729 (+12%) from 2013

Net Assets

Up

$111,527,230

Up $12,945,330 (+13%) from 2013

Liabilities

Down

$8,067,712

Down $238,601 (-2.9%) from 2013

Revenue

$8,048,656

No earlier filing loaded for comparison.

Expenses

Up

$4,162,892

Up $629,624 (+18%) from 2013

Net Income

$3,885,764

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2011: $98,734,470Liabilities 2011: $8,057,032Net Assets 2011: $90,677,4382011Assets 2012: $95,329,439Liabilities 2012: $7,700,004Net Assets 2012: $87,629,4352012Assets 2013: $106,888,213Liabilities 2013: $8,306,313Net Assets 2013: $98,581,9002013Assets 2014: $119,594,942Liabilities 2014: $8,067,712Net Assets 2014: $111,527,2302014Assets 2015: $119,345,750Liabilities 2015: $7,813,969Net Assets 2015: $111,531,7812015Assets 2016: $113,008,449Liabilities 2016: $7,129,506Net Assets 2016: $105,878,9432016Assets 2017: $128,543,154Liabilities 2017: $6,811,866Net Assets 2017: $121,731,2882017Assets 2018: $136,691,479Liabilities 2018: $6,507,401Net Assets 2018: $130,184,0782018Assets 2019: $155,474,333Liabilities 2019: $6,868,864Net Assets 2019: $148,605,4692019Assets 2020: $157,894,356Liabilities 2020: $6,371,623Net Assets 2020: $151,522,7332020Assets 2021: $201,510,007Liabilities 2021: $6,342,509Net Assets 2021: $195,167,4982021Assets 2022: $187,420,574Liabilities 2022: $5,143,775Net Assets 2022: $182,276,7992022Assets 2023: $204,278,936Liabilities 2023: $5,661,172Net Assets 2023: $198,617,7642023Assets 2024: $226,098,552Liabilities 2024: $6,718,708Net Assets 2024: $219,379,8442024Assets 2025: $251,933,560Liabilities 2025: $6,381,551Net Assets 2025: $245,552,0092025

Highlighted filing

2014

Assets$119,594,942
Liabilities$8,067,712
Net Assets$111,527,230

Operations Trend

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

$60M$40M$20M$0-$20MRevenue 2011: $7,652,022Expenses 2011: $3,021,274Net Income 2011: $4,630,7482011Expenses 2012: $3,619,5962012Expenses 2013: $3,533,2682013Revenue 2014: $8,048,656Expenses 2014: $4,162,892Net Income 2014: $3,885,7642014Revenue 2015: $8,880,439Expenses 2015: $4,546,730Net Income 2015: $4,333,7092015Revenue 2016: $4,728,242Expenses 2016: $5,256,880Net Income 2016: -$528,6382016Revenue 2017: $10,225,758Expenses 2017: $5,075,375Net Income 2017: $5,150,3832017Revenue 2018: $8,657,283Expenses 2018: $5,674,159Net Income 2018: $2,983,1242018Revenue 2019: $19,081,965Expenses 2019: $6,629,848Net Income 2019: $12,452,1172019Revenue 2020: $8,611,610Expenses 2020: $7,117,483Net Income 2020: $1,494,1272020Revenue 2021: $11,104,089Expenses 2021: $8,672,256Net Income 2021: $2,431,8332021Revenue 2022: $12,267,071Expenses 2022: $8,702,755Net Income 2022: $3,564,3162022Revenue 2023: $10,802,628Expenses 2023: $9,018,983Net Income 2023: $1,783,6452023Revenue 2024: $4,982,444Expenses 2024: $8,611,112Net Income 2024: -$3,628,6682024Revenue 2025: $50,557,948Expenses 2025: $9,027,786Net Income 2025: $41,530,1622025

Highlighted filing

2014

Revenue$8,048,656
Expenses$4,162,892
Net Income$3,885,764
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 12, 2014
Return Version
2013v3.0
Gross Receipts
$8,094,458
Mission and Program Overview

Mission

The mission of the uncg excellence foundation is to conduct fundraising programs and activities; to invest and manage foundation resources in a responsible manner that balances growth and support for designated university programs; and to develop interest in and support for the university within the corporate, foundation, and political arenas.

The mission of the uncg excllence foundation is to conduct fundraising programs and activities; to invest and manage foundation resources in a responsible manner that balances growth and support for designated university programs; and to develop interest in and support for the university within the corporate, foundation, and political arenas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$93,004,774$103,773,957▲ $10,769,183
Investments Other Securities$90,339,354$101,613,448▲ $11,274,094
Investments in Publicly Traded Securities$13,873,177$15,924,918▲ $2,051,741
Cap Stk Tr Prin Current Funds$5,567,371$7,721,243▲ $2,153,872
Savings and Temporary Cash Investments$1,588,076$1,472,854▼ $115,222
Land, Buildings, and Equipment, Net$708,333$475,608▼ $232,725
Pledges and Grants Receivable$125,624$87,113▼ $38,511
Pd in Cap Srpls Land Bldg Eqp Fund$9,755$32,030▲ $22,275
Cash and Non-Interest-Bearing Accounts$51,502$18,468▼ $33,034
Accounts Receivable-$2,533-
Total Assets$106,888,213$119,594,942▲ $12,706,729
Other Assets Total$202,147--
Liabilities
Other Liabilities$8,155,714$7,911,148▼ $244,566
Deferred Revenue$150,378$153,875▲ $3,497
Accounts Payable and Accrued Expenses$221$2,689▲ $2,468
Total Liabilities$8,306,313$8,067,712▼ $238,601
Net Assets / Fund Balance
Total Net Assets Fund Balance$98,581,900$111,527,230▲ $12,945,330
Total Liabilities and Net Assets / Fund Balance$106,888,213$119,594,942▲ $12,706,729

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$32,030$3,559-
Land$443,578--
Other Securities$101,347,755--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$88,039,996$1,050,001▲ $13,601,746$3,390,395$99,301,348
2012$78,548,322$2,971,775▲ $8,235,103$1,715,204$88,039,996
2011$80,869,686$2,006,670▼ $2,098,441$2,229,593$78,548,322
2010$66,329,080$2,931,717▲ $13,701,661$2,092,772$80,869,686
2009$59,465,084$2,748,670▲ $5,852,788$1,686,958$66,329,080
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$1,479,033
Program Service Revenue
$0
Investment Income
$6,512,735
Other Revenue
$56,888
All Other Contributions
$1,465,667
Change in Net Assets
$3,885,764

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded33$183,879Published Price
Other Non Cash Contri Table6$4,818Fair Market Value (FMV)
Total Noncash Contributions39$188,697-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,552,795
Revenue Not Reported on Financial Statements
$495,861
Revenue Not Reported on Form 990
$9,059,566
Other Revenue Adjustments
$-18,845
Total Revenue per Audited Statements
$16,612,361
Total Revenue per Form 990
$8,048,656
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,586,149
Other Expenses$576,743
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,586,149--$3,586,149
Fees for Service Investment Mgmnt Fees-$514,706-$514,706
Depreciation Depletion-$6,947-$6,947
Occupancy-$5,048-$5,048
Insurance-$4,380-$4,380
Fees for Services Legal-$3,376-$3,376
Travel-$3,256-$3,256
Fees for Services Accounting-$2,760-$2,760
Advertising-$1,725-$1,725
Other Expenses-$1,685-$1,685
Office Expenses-$204-$204
All Other Expenses-$104-$104
Total Functional Expenses$3,586,149$576,743$0$4,162,892

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,162,892
Total Expenses per Audited Statements$3,667,031
Expenses per Audited Statements$3,648,186
Expenses Not Reported on Financial Statements$514,706
Expenses Not Reported on Form 990$18,845
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
56-6001468-GovernmentalEducational Support$3,455,102
58-1852178-501(c)(3)Educational Support$22,691
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$21,119
Fundraising Direct Expenses$18,845
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$34,485$21,119$5,033$16,086
Total Events$34,485$21,119$18,845$2,274
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$4,969,830
Liabilities Under Unitrust Agreements$2,727,131
Funds Held for Others$191,238
Other Liabilities$22,949
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
No
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 finance committee or executive committee review 990 electronically prior to it being filed.

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

Conflict of interest disclosures are requested on an annual basis.

Form 990, Part VI, Section B, Line 15B

The entity has no employees and as such does not have compensation policies. Uncg, a related party, pays the compensation shown on part vii and does have compensation review policies in place.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available for public inspection upon request.

Filing and Contact Details

Filer

EIN
56-6086393
Phone
3363345200

Signing Officer

Name
Reade Taylor
Title
Treasurer
Phone
3363345200
Signed
2014-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles Maimone
Formed
1966
Legal Domicile
Nc
Voting Board Members
34
Independent Board Members
32
Employees
0
Volunteers
110

Preparer

Preparer
Lory H Kelley
Phone
3362944494
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Net change in value of split interest agreement 97,284.

Financial Statement Notes

PART V, LINE 4:

The majority of the organization's endowments are donor restricted for scholarships, departmental support, or professorships. The unrestricted dollars fund the operating budget as well as chancellor discretionary funding.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Net change in value of split in interest agreement 97,284.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Direct expenses of fundraising events -18,845.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Direct expenses of fundraising events 18,845.

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IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID LEONARD BROWN
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IRS990/Form990PartVIISectionAGrp/PersonNm7CANDACE S CUMMINGS
IRS990/Form990PartVIISectionAGrp/PersonNm8JED E DUNN
IRS990/Form990PartVIISectionAGrp/PersonNm9LAVONNE H FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm10PARKS FREEZE
IRS990/Form990PartVIISectionAGrp/PersonNm11CAROLYN THROCKMORTON GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVID B HAGAN
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IRS990/Form990PartVIISectionAGrp/PersonNm14AMELIA S HOPKINS
IRS990/Form990PartVIISectionAGrp/PersonNm15GEORGE GIBBONS HOYLE
IRS990/Form990PartVIISectionAGrp/PersonNm16STEVE ALAN JOYCE JR
IRS990/Form990PartVIISectionAGrp/PersonNm17KIM LYNN KETCHUM
IRS990/Form990PartVIISectionAGrp/PersonNm18KURT W KRONENFELD
IRS990/Form990PartVIISectionAGrp/PersonNm19BILL MANGUM JR
IRS990/Form990PartVIISectionAGrp/PersonNm20TOM MARTIN
IRS990/Form990PartVIISectionAGrp/PersonNm21CHERYL L MCQUEARY
IRS990/Form990PartVIISectionAGrp/PersonNm22TERALD LEVERN MELTON
IRS990/Form990PartVIISectionAGrp/PersonNm23RICK MICHAELS
IRS990/Form990PartVIISectionAGrp/PersonNm24DALE S PHIPPS
IRS990/Form990PartVIISectionAGrp/PersonNm25ANTONIA MONK REAVES
IRS990/Form990PartVIISectionAGrp/PersonNm26CAROLYNN JEAN RICE
IRS990/Form990PartVIISectionAGrp/PersonNm27JOANNE SAFRIT
IRS990/Form990PartVIISectionAGrp/PersonNm28PAULA MYRICK SHORT
IRS990/Form990PartVIISectionAGrp/PersonNm29MICHAEL T SPOHN
IRS990/Form990PartVIISectionAGrp/PersonNm30READE TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm31DR BARBARA REYNOLDS TODD
IRS990/Form990PartVIISectionAGrp/PersonNm32ART WINSTEAD JR
IRS990/Form990PartVIISectionAGrp/PersonNm33DR JANIS I ZINK
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30233075
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt33241915
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt33SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01966
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt013366
IRS990/FundraisingDirectExpensesAmt018845
IRS990/FundraisingGrossIncomeAmt021119
IRS990/GainOrLossGrp/OtherAmt05726259
IRS990/GainOrLossGrp/SecuritiesAmt027156
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt034
IRS990/GrantAmt03455102
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03586149
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03586149
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt05753216
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt027156
IRS990/GrossReceiptsAmt08094458
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt032
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04380
IRS990/InsuranceGrp/TotalAmt04380
IRS990/InvestmentIncomeGrp/ExclusionAmt0759320
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0759320
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt090339354
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0101613448
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013873177
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015924918
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt0708333
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0475608
IRS990/LandBldgEquipCostOrOtherBssAmt0479167
IRS990/LegalDomicileStateCd0NC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt026957
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION OF THE UNCG EXCLLENCE FOUNDATION IS TO CONDUCT FUNDRAISING PROGRAMS AND ACTIVITIES; TO INVEST AND MANAGE FOUNDATION RESOURCES IN A RESPONSIBLE MANNER THAT BALANCES GROWTH AND SUPPORT FOR DESIGNATED UNIVERSITY PROGRAMS; AND TO DEVELOP INTEREST IN AND SUPPORT FOR THE UNIVERSITY WITHIN THE CORPORATE, FOUNDATION, AND POLITICAL ARENAS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt098581900
IRS990/NetAssetsOrFundBalancesEOYAmt0111527230
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05753415
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05753415
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt02274
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02274
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt08962282
IRS990/NoncashContributionsAmt0188697
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05048
IRS990/OccupancyGrp/TotalAmt05048
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0204
IRS990/OfficeExpensesGrp/TotalAmt0204
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$252$6.38$246$50.6$9.03$41.5
2024Detailed filing. Detailed filing data is available for this year.$226$6.72$219$4.98$8.61$3.63
2023Detailed filing. Detailed filing data is available for this year.$204$5.66$199$10.8$9.02$1.78
2022Detailed filing. Detailed filing data is available for this year.$187$5.14$182$12.3$8.70$3.56
2021Detailed filing. Detailed filing data is available for this year.$202$6.34$195$11.1$8.67$2.43
2020Detailed filing. Detailed filing data is available for this year.$158$6.37$152$8.61$7.12$1.49
2019Detailed filing. Detailed filing data is available for this year.$155$6.87$149$19.1$6.63$12.5
2018Detailed filing. Detailed filing data is available for this year.$137$6.51$130$8.66$5.67$2.98
2017Detailed filing. Detailed filing data is available for this year.$129$6.81$122$10.2$5.08$5.15
2016Detailed filing. Detailed filing data is available for this year.$113$7.13$106$4.73$5.26$0.53
2015Detailed filing. Detailed filing data is available for this year.$119$7.81$112$8.88$4.55$4.33
2014Detailed filing. Detailed filing data is available for this year.$120$8.07$112$8.05$4.16$3.89
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$107$8.31$98.6$3.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$95.3$7.70$87.6$3.62
2011Summary only. Only limited summary data is available for this year.$98.7$8.06$90.7$7.65$3.02$4.63