Civic Intelligence

Uncg Excellence Foundation Inc

990 • Fiscal year 2025 • EIN 56-6086393

Jul 01, 2024 to Jun 30, 2025 • Filed on Feb 03, 2026

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

13th percentile

0.03x

Higher debt load relative to assets than 13% of similar nonprofits.

2025 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2025

Liabilities / Revenue

15th percentile

0.13x

Higher debt load relative to revenue than 15% of similar nonprofits.

2025 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2025

Net Margin

99th percentile

82%

Higher net margin than 99% of similar nonprofits.

2025 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2025

Top Officer Pay

25th percentile

$387,195

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2025 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2025

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2025 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Revenue Growth

99th percentile

915%

Faster revenue growth than 99% of similar nonprofits.

2025 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets13th percentile

Assets

Up

$251,933,560

Up $25,835,008 (+11%) from 2024

Net Assets

Up

$245,552,009

Up $26,172,165 (+12%) from 2024

Liabilities

Down

$6,381,551

Down $337,157 (-5.0%) from 2024

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin99th percentile

Revenue

Up

$50,557,948

Up $45,575,504 (+915%) from 2024

Expenses

Up

$9,027,786

Up $416,674 (+4.8%) from 2024

Net Income

Up

$41,530,162

Up $45,158,830 (+1245%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2025

Assets$251,933,560
Liabilities$6,381,551
Net Assets$245,552,009
Open 2025 Filing

Operations Trend

Revenue Growth99th 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

2025

Revenue$50,557,948
Expenses$9,027,786
Net Income$41,530,162
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 3, 2026
Return Version
2024v5.5
Gross Receipts
$50,595,919
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$208,994,064$232,925,617▲ $23,931,553
Rtn Earn Endowment Incm Other Fnds$207,330,261$232,587,796▲ $25,257,535
Cap Stk Tr Prin Current Funds$12,049,583$12,964,213▲ $914,630
Investments in Publicly Traded Securities$10,968,560$11,202,367▲ $233,807
Savings and Temporary Cash Investments$3,006,569$2,749,029▼ $257,540
Cash and Non-Interest-Bearing Accounts$1,675,773$2,195,806▲ $520,033
Accounts Receivable$364,473$1,831,395▲ $1,466,922
Land, Buildings, and Equipment, Net$739,000$739,000→ $0
Pledges and Grants Receivable$306,193$265,874▼ $40,319
Intangible Assets$43,920$24,472▼ $19,448
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$226,098,552$251,933,560▲ $25,835,008
Liabilities
Other Liabilities$6,627,156$6,329,999▼ $297,157
Deferred Revenue$91,552$51,552▼ $40,000
Total Liabilities$6,718,708$6,381,551▼ $337,157
Net Assets / Fund Balance
Total Net Assets Fund Balance$219,379,844$245,552,009▲ $26,172,165
Total Liabilities and Net Assets / Fund Balance$226,098,552$251,933,560▲ $25,835,008

Asset Categories

AssetBook ValueDepreciationBasis
Land$739,000--
Other Securities$232,507,544--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$206,651,021$13,918,657▲ $18,711,286$7,692,063$231,588,901
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
Compensation and Service Providers
Top Officer Pay25th percentile

Board Members and Trustees

NameTitle
Brad MortonChair
Beth FischerPresident/ex Officio
Justin OutlingVice Chair
Alan OverbyDirector
Beverly ClevelandDirector
Bryan ChapmanDirector
Carrie StewartDirector
Cathy TisdaleDirector
David GailbrethDirector
Dawn ChaneyDirector
Erin MoselyDirector
Gregory WilliamsDirector
Jason CaldwellDirector
Jennifer MorrisDirector
Julie ShawDirector
Lascel Webley JrDirector
Linda HigginsDirector
Linda Knight CarrDirector
Lisa JohnsonDirector
Martha ThompsonDirector
Mesha Band KempDirector
Mike SmithDirector
Rachel WalkerDirector
Rebecca SmithDirector
Sarah ShoffnerDirector
Terri MaultsbyDirector
Meagan JonesAssistant Secretary
Ghazala BibiAssistant Treasurer
Delores Davis PaylorSecretary
Robert J Shea JrTreasurer/ex Officio
Revenue and Support

Revenue Composition

Contributions and Grants
$14,257,562
Program Service Revenue
$0
Investment Income
$36,106,417
Other Revenue
$193,969
All Other Contributions
$14,231,487
Change in Net Assets
$41,530,162

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 Traded29$471,644Published Price
Other Non Cash Contri Table123$41,093Fair Market Value
Total Noncash Contributions152$512,737-

Audited Revenue Reconciliation

Revenue per Audited Statements
$49,707,174
Revenue Not Reported on Financial Statements
$850,774
Revenue Not Reported on Form 990
$-15,357,997
Other Revenue Adjustments
$-37,971
Total Revenue per Audited Statements
$34,349,177
Total Revenue per Form 990
$50,557,948
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$7,692,063
Other Expenses$1,335,723
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$7,692,063--$7,692,063
Fees for Service Investment Mgmnt Fees-$888,745-$888,745
Advertising-$176,292-$176,292
Fees for Services Other-$166,564-$166,564
Other Expenses-$29,007-$29,007
Fees for Services Legal-$24,975-$24,975
Fees for Services Accounting-$22,855-$22,855
Depreciation Depletion-$20,320-$20,320
Insurance-$5,253-$5,253
Office Expenses-$1,712-$1,712
Total Functional Expenses$7,692,063$1,335,723$0$9,027,786

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,027,786
Total Expenses per Audited Statements$8,177,012
Expenses per Audited Statements$8,139,041
Expenses Not Reported on Financial Statements$888,745
Expenses Not Reported on Form 990$37,971
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The University of North Carolina at GreensboroGreensboro, NCGovernmentalEducational Support$7,605,791
Weatherspoon Art Museum CouncilGreensboro, NC501(c)(3)Educational Support$86,272
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$231,940
Fundraising Direct Expenses$37,971
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
SPIRO'S BALL$127,701$127,701-$127,701
First Pitch$78,165$78,165-$78,165
Total Events$258,015$231,940$37,971$193,969
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$2,223,838
Funds Held for Others$1,576,454
Other Liabilities$1,426,025
Liabilities Under Unitrust Agreements$1,083,724
Subscription Based Liability$19,958
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

“Documents required to be open for public inspection are made available 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
Scott Milman
Title
Treasurer
Phone
3363345197
Signed
2026-02-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Milman
Formed
1966
Legal Domicile
Nc
Voting Board Members
29
Independent Board Members
27
Employees
0
Volunteers
26

Preparer

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

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 4B - OTHER ADJUSTMENTS:

“Fundraising expenses -37,971.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses netted with revenue 37,971.”

Raw XML AppendixShowing 400 of 866 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/ReportableCompFromRltdOrgAmt250
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
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/TitleTxt14DIRECTOR
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/TitleTxt26TREASURER/EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt27PRESIDENT/EX OFFICIO
IRS990/Form990PartVIISectionAGrp/TitleTxt28ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt29ASSISTANT TREASURER
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Document Assets

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Filings

Displayed year

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

Open filing
Assets
$251,933,560
Liabilities
$6,381,551
Net assets
$245,552,009
Revenue
$50,557,948
Expenses
$9,027,786
Net income
$41,530,162
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