Civic Intelligence

Uncg Excellence Foundation Inc

990 • Fiscal year 2024 • EIN 56-6086393

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 24, 2025

Organization ProfileN/A
PO Box 26170Greensboro, NC 27402

(336) 334-5200

Siviq Scores

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

Liabilities / Assets

18th percentile

0.03x

Higher debt load relative to assets than 18% of similar nonprofits.

2024 filings • NTEE B • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

1.35x

Higher debt load relative to revenue than 71% of similar nonprofits.

2024 filings • NTEE B • $100M-$250M nonprofits • Source year 2024

Net Margin

6th percentile

-73%

Higher net margin than 6% of similar nonprofits.

2024 filings • NTEE B • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$374,260

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2024 filings • NTEE B • $100M-$250M nonprofits • Source year 2024

Asset Growth

75th percentile

11%

Faster asset growth than 75% of similar nonprofits.

2024 filings • NTEE B • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

2nd percentile

-54%

Faster revenue growth than 2% of similar nonprofits.

2024 filings • NTEE B • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$226,098,552

Up $21,819,616 (+11%) from 2023

Net Assets

Up

$219,379,844

Up $20,762,080 (+10%) from 2023

Liabilities

Up

$6,718,708

Up $1,057,536 (+19%) from 2023

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin6th percentile

Revenue

Down

$4,982,444

Down $5,820,184 (-54%) from 2023

Expenses

Down

$8,611,112

Down $407,871 (-4.5%) from 2023

Net Income

Down

-$3,628,668

Down $5,412,313 (-303%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

2024

Assets$226,098,552
Liabilities$6,718,708
Net Assets$219,379,844
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

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

2024

Revenue$4,982,444
Expenses$8,611,112
Net Income-$3,628,668
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 24, 2025
Return Version
2023v6.0
Gross Receipts
$12,700,759
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$186,115,561$208,994,064▲ $22,878,503
Rtn Earn Endowment Incm Other Fnds$187,874,505$207,330,261▲ $19,455,756
Cap Stk Tr Prin Current Funds$10,743,259$12,049,583▲ $1,306,324
Investments in Publicly Traded Securities$10,604,376$10,968,560▲ $364,184
Savings and Temporary Cash Investments$5,990,970$3,006,569▼ $2,984,401
Cash and Non-Interest-Bearing Accounts$487,465$1,675,773▲ $1,188,308
Land, Buildings, and Equipment, Net$739,500$739,000▼ $500
Accounts Receivable$65,686$364,473▲ $298,787
Pledges and Grants Receivable$275,378$306,193▲ $30,815
Intangible Assets$0$43,920▲ $43,920
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$204,278,936$226,098,552▲ $21,819,616
Liabilities
Other Liabilities$5,571,217$6,627,156▲ $1,055,939
Deferred Revenue$89,955$91,552▲ $1,597
Total Liabilities$5,661,172$6,718,708▲ $1,057,536
Net Assets / Fund Balance
Total Net Assets Fund Balance$198,617,764$219,379,844▲ $20,762,080
Total Liabilities and Net Assets / Fund Balance$204,278,936$226,098,552▲ $21,819,616

Asset Categories

AssetBook ValueDepreciationBasis
Land$739,000--
Other Securities$208,944,544--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$184,336,928$4,909,202▲ $23,310,039$6,905,148$206,651,021
2022$171,367,483$3,650,488▲ $16,572,596$7,253,639$184,336,928
2021$181,562,777$5,028,849▼ $8,295,573$6,928,570$171,367,483
2020$138,371,718$7,168,560▲ $43,317,886$7,295,387$181,562,777
2019$135,462,485$4,356,969▲ $4,032,199$5,479,935$138,371,718
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Phaedra GroveChair
Mrs Beth FischerPresident/ex Officio
Beverly ClevelandDirector
Brad MortonDirector
Bryan ChapmanDirector
Cammille TownsendDirector
Carolynn RiceDirector
Carrie StewartDirector
Cheryl McquearyDirector
David GalbraithDirector
Debra BaileyDirector
Delores Davis PaylorDirector
Douglas CopelandDirector
Gregory WilliamsDirector
Jan WagensellerDirector
Jason CaldwellDirector
Jennifer MorrisDirector
Justin OutlingDirector
Linda HigginsDirector
Mr Alan OverbyDirector
Mr Hank Cunningham JrDirector
Mr Lascel Webley JrDirector
Mrs Lisa JohnsonDirector
Mrs Mesha Band KempDirector
Patricia CummingsDirector
Sarah ShoffnerDirector
Terri MaultsbyDirector
Mr Robert J Shea JrTreasurer/ex Officio
Revenue and Support

Revenue Composition

Contributions and Grants
$5,621,867
Program Service Revenue
$0
Investment Income
$-644,393
Other Revenue
$4,970
All Other Contributions
$5,616,897
Change in Net Assets
$-3,628,668

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 Traded15$135,130Published Price
Other Non Cash Contri Table187$44,476Fair Market Value
Total Noncash Contributions202$179,606-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,091,832
Revenue Not Reported on Financial Statements
$890,612
Revenue Not Reported on Form 990
$24,390,748
Total Revenue per Audited Statements
$28,482,580
Total Revenue per Form 990
$4,982,444
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,516,648
Other Expenses$1,094,464
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,516,648--$7,516,648
Fees for Service Investment Mgmnt Fees-$890,612-$890,612
Advertising-$95,711-$95,711
Other Expenses-$43,114-$43,114
Fees for Services Accounting-$21,450-$21,450
Depreciation Depletion-$15,441-$15,441
Fees for Services Other-$11,253-$11,253
Fees for Services Legal-$10,064-$10,064
Insurance-$5,209-$5,209
Office Expenses-$1,610-$1,610
Total Functional Expenses$7,516,648$1,094,464$0$8,611,112

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,611,112
Expenses per Audited Statements$7,720,500
Total Expenses per Audited Statements$7,720,500
Expenses Not Reported on Financial Statements$890,612
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The University of North Carolina at GreensboroGreensboro, NCGovernmentalEducational Support$6,905,148
Weatherspoon Art Museum CouncilGreensboro, NC501(c)(3)Educational Support$611,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$4,970
Fundraising Direct Expenses$0
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
Annuities Payable$2,470,926
Funds Held for Others$1,534,503
Other Liabilities$1,481,460
Liabilities Under Unitrust Agreements$1,051,186
Accrued Interest Payable$49,858
Subscription Based Liability$39,223
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 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
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 11B

“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

Filer Name
Uncg Excellence Foundation Inc
EIN
56-6086393
Phone
3363345200
Address
PO BOX 26170, GREENSBORO, NC 27402

Signing Officer

Name
Robert J Shea Jr
Title
Treasurer
Phone
3363345200
Signed
2025-04-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert J Shea Jr
Formed
1966
Legal Domicile
Nc
Voting Board Members
28
Independent Board Members
26
Employees
0
Volunteers
32

Preparer

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

Additional Explanations

Explanation of Amended Return

“The return is being amended to include a complete list of the organization's officers and directors for the tax year on form 990, page 7, part vii. In addition, form 990, page 11, part x, lines 10a, 10c, and 11 have been revised to present the correct value of land held, as well as schedule d, page 2, part vi, line 1a column (a).”

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.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
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Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$226,098,552
Liabilities
$6,718,708
Net assets
$219,379,844
Revenue
$4,982,444
Expenses
$8,611,112
Net income
-$3,628,668
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