Civic Intelligence

Educational Foundation Scholarship Endowment Trust

990 • Fiscal year 2011 • EIN 56-6094839

Jul 01, 2010 to Jun 30, 2011 • Filed on May 08, 2012

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

2nd percentile

0.00x

Higher debt load relative to assets than 2% of similar nonprofits.

2011 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

69th percentile

9.4%

Faster asset growth than 69% of similar nonprofits.

2011 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$191,065,552

Up $16,438,350 (+9.4%) from 2010

Net Assets

Up

$190,972,754

Up $16,441,367 (+9.4%) from 2010

Liabilities

Down

$92,798

Down $3,017 (-3.1%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$8,966,170

Down $282,977 (-3.1%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

2011

Assets$191,065,552
Liabilities$92,798
Net Assets$190,972,754
Open 2011 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

2011

Revenue-
Expenses$8,966,170
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
May 8, 2012
Return Version
2010v3.7
Gross Receipts
$10,972,121
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 655 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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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3THE TRUST IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME UNDER INTERNAL REVENUE CODE 501(A) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. MANAGEMENT OF THE TRUST DOES NOT BELIEVE THE FINANCIAL STATEMENTS INCLUDE ANY SIGNIFICANT UNCERTAIN TAX POSITIONS. TAX YEARS ENDED JUNE 30, 2008 THROUGH JUNE 30, 2011 REMAIN OPEN FOR EXAMINATION BY TAXING AUTHORITIES AS OF THE DATE OF THIS REPORT.
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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 AND BENEFITS FROM THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL (THE UNIVERSITY), AN UNRELATED ORGANIZATION PER FORM 990 INSTRUCTIONS. SUCH COMPENSATION AND BENEFITS ARE INCLUDED IN THE RETURN. COMPENSATION AND BENEFITS PAID BY THE UNIVERSITY TO EMPLOYEES OF THE ORGANIZATION ARE 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, QUESTIONS 5A & 5B
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
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Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$191,065,552
Liabilities
$92,798
Net assets
$190,972,754
Revenue
-
Expenses
$8,966,170
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
Peer Organizations

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