Civic Intelligence

Educational Foundation Scholarship Endowment Trust

990 • Fiscal year 2010 • EIN 56-6094839

Jul 01, 2009 to Jun 30, 2010 • Filed on Apr 21, 2011

Organization ProfileWWW.RAMSCLUB.COM
450 Skipper Bowles Drive27599
Siviq Scores

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

Liabilities / Assets

1st percentile

0.00x

Higher debt load relative to assets than 1% of similar nonprofits.

2010 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets1st percentile

Assets

$174,627,202

No earlier filing loaded for comparison.

Net Assets

$174,531,387

No earlier filing loaded for comparison.

Liabilities

$95,815

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$9,249,147

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600M$400M$200M$0Assets 2010: $174,627,202Liabilities 2010: $95,815Net Assets 2010: $174,531,3872010Assets 2011: $191,065,552Liabilities 2011: $92,798Net Assets 2011: $190,972,7542011Assets 2012: $187,447,465Liabilities 2012: $66,865Net Assets 2012: $187,380,6002012Assets 2013: $200,401,457Liabilities 2013: $62,088Net Assets 2013: $200,339,3692013Assets 2014: $221,212,043Liabilities 2014: $60,023Net Assets 2014: $221,152,0202014Assets 2015: $232,725,483Liabilities 2015: $56,089Net Assets 2015: $232,669,3942015Assets 2016: $220,197,030Liabilities 2016: $47,626Net Assets 2016: $220,149,4042016Assets 2017: $241,319,053Liabilities 2017: $41,114Net Assets 2017: $241,277,9392017Assets 2018: $268,950,460Liabilities 2018: $37,844Net Assets 2018: $268,912,6162018Assets 2019: $287,135,487Liabilities 2019: $38,495Net Assets 2019: $287,096,9922019Assets 2020: $284,255,415Liabilities 2020: $36,677Net Assets 2020: $284,218,7382020Assets 2021: $389,903,195Liabilities 2021: $18,215Net Assets 2021: $389,884,9802021Assets 2022: $400,369,374Liabilities 2022: $17,748Net Assets 2022: $400,351,6262022Assets 2023: $390,931,229Liabilities 2023: $16,001Net Assets 2023: $390,915,2282023Assets 2024: $423,089,958Liabilities 2024: $0Net Assets 2024: $423,089,9582024

Highlighted filing

2010

Assets$174,627,202
Liabilities$95,815
Net Assets$174,531,387
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0Expenses 2010: $9,249,1472010Expenses 2011: $8,966,1702011Expenses 2012: $9,455,4302012Expenses 2013: $9,585,7322013Revenue 2014: $12,185,515Expenses 2014: $9,586,869Net Income 2014: $2,598,6462014Revenue 2015: $13,432,054Expenses 2015: $10,228,784Net Income 2015: $3,203,2702015Revenue 2016: $13,254,885Expenses 2016: $10,429,259Net Income 2016: $2,825,6262016Revenue 2017: $18,603,054Expenses 2017: $10,553,783Net Income 2017: $8,049,2712017Revenue 2018: $25,227,168Expenses 2018: $10,931,913Net Income 2018: $14,295,2552018Revenue 2019: $21,579,390Expenses 2019: $11,260,488Net Income 2019: $10,318,9022019Revenue 2020: $17,928,472Expenses 2020: $11,748,217Net Income 2020: $6,180,2552020Revenue 2021: $25,351,334Expenses 2021: $12,344,558Net Income 2021: $13,006,7762021Revenue 2022: $25,037,284Expenses 2022: $12,994,195Net Income 2022: $12,043,0892022Revenue 2023: $25,424,536Expenses 2023: $14,052,980Net Income 2023: $11,371,5562023Revenue 2024: $23,391,900Expenses 2024: $15,179,740Net Income 2024: $8,212,1602024

Highlighted filing

2010

Revenue-
Expenses$9,249,147
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2009 to Jun 30, 2010
Signed
Apr 21, 2011
Return Version
2009v1.7
Gross Receipts
$10,219,560
Mission and Program Overview

Mission

The trust was organized and at all times has and shall continue to be operated exclusively for the purpose of making distributions to the educational foundation, inc. (the "foundation") for use by the foundation in awarding scholarships to student-athletes attending the university of north carolina at chapel hill.

Filing and Contact Details

Filer

EIN
56-6094839
Raw XML AppendixShowing 400 of 593 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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IRS990ScheduleJ/Form990ScheduleJPartII/DeferredCompRelatedOrgs215359
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0THE EDUCATIONAL FOUNDATION, INC. MAINTAINS A NONQUALIFIED RETIREMENT PLAN TO PROVIDE SUPPLEMENTAL RETIREMENT BENEFITS FOR CERTAIN EMPLOYEES. THE FOLLOWING INDIVIDUALS PARTICIPATED IN OR RECEIVED PAYMENT FROM A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: DAWN MCPHERSON $3,990 (PARTICIPATION)
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation1Senior Staff of the organization ARE eligible to participate in the INCENTIVE COMPENSATION PLAN. The purpose of the Plan is to align senior staff performance measures with overall Foundation goals and clearly communicate to senior staff the criteria for exceptional performance which could merit INCENTIVE COMPENSATION. This plan is drafted and approved each year by the Personnel & Compensation Committee with final awarding of INCENTIVE COMPENSATION approved by the Executive Board.
IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation2THE ORGANIZATION EMPLOYEES RECEIVE COMPENSATION FROM THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL (THE UNIVERSITY), AN UNRELATED ORGANIZATION PER FORM 990 INSTRUCTIONS. SUCH COMPENSATION IS INCLUDED IN THE RETURN. COMPENSATION PAID BY THE UNIVERSITY TO EMPLOYEES OF THE ORGANIZATION IS REIMBURSED BY THE ORGANIZATION TO THE UNIVERSITY.
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0SUPPLEMENTAL NONQUALIFIED RETIREMENT PLANS
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier1INCENTIVE COMPENSATION PLAN
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier2ACCRUED COMPENSATION
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0FORM 990, SCHEDULE J, PART I, QUESTION 4B
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference1FORM 990, SCHEDULE J, PART I, QUESTION 5A
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference2FORM 990, PART VII, LINE 5, AND SCHEDULE J PART II
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0DIANE ALDRIDGE
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson1DAWN MCPHERSON
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson2JOHN MONTGOMERY
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs04378
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs14372
IRS990ScheduleJ/Form990ScheduleJPartII/NontaxableBenefitsRelatedOrgs24372
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs014297
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs15618
IRS990ScheduleJ/Form990ScheduleJPartII/OtherCompensationRelatedOrgs214934
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg00
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg10
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationFilingOrg20
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs0115810
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs1125097
IRS990ScheduleJ/Form990ScheduleJPartII/TotalCompensationRelatedOrgs2257581
IRS990ScheduleJ/InitialContractException0false
IRS990/ScheduleJRequired0true
IRS990ScheduleJ/SeverancePayment0false
IRS990ScheduleJ/SupplementalNonqualRetirePlan0true
IRS990ScheduleM/AnyPropertyThatMustBeHeld0false
IRS990ScheduleM/Form990ScheduleMPartII/Explanation0EDUCATIONAL FOUNDATION SCHOLARSHIP ENDOWMENT TRUST USES THIRD PARTY STOCK BROKERS TO PROCESS NON-CASH CONTRIBUTIONS.
IRS990ScheduleM/Form990ScheduleMPartII/Identifier0USE OF THIRD PARTIES

Document Assets

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Filings

Displayed year

2010 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$174,627,202
Liabilities
$95,815
Net assets
$174,531,387
Revenue
-
Expenses
$9,249,147
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$423$0.00$423$23.4$15.2$8.21
2023Detailed filing. Detailed filing data is available for this year.$391$0.02$391$25.4$14.1$11.4
2022Detailed filing. Detailed filing data is available for this year.$400$0.02$400$25.0$13.0$12.0
2021Detailed filing. Detailed filing data is available for this year.$390$0.02$390$25.4$12.3$13.0
2020Detailed filing. Detailed filing data is available for this year.$284$0.04$284$17.9$11.7$6.18
2019Detailed filing. Detailed filing data is available for this year.$287$0.04$287$21.6$11.3$10.3
2018Detailed filing. Detailed filing data is available for this year.$269$0.04$269$25.2$10.9$14.3
2017Detailed filing. Detailed filing data is available for this year.$241$0.04$241$18.6$10.6$8.05
2016Detailed filing. Detailed filing data is available for this year.$220$0.05$220$13.3$10.4$2.83
2015Detailed filing. Detailed filing data is available for this year.$233$0.06$233$13.4$10.2$3.20
2014Detailed filing. Detailed filing data is available for this year.$221$0.06$221$12.2$9.59$2.60
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$200$0.06$200$9.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$187$0.07$187$9.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$191$0.09$191$8.97
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$175$0.10$175$9.25