UNIVERSITY RADIO FOUNDATION INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY RADIO FOUNDATION INC (EIN 56-1803808)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202211369349308091
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T13:50:51-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 561434747 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREERWALKER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST TRADE ST SUITE 1100 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561803808 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY RADIO FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 7045499323 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8801 JM KEYNES DR | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28262 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | H JOSEPH O'CONNOR | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7045499323 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | H | PersonFirstNm |
| Person Last | JOSEPH OCONNOR | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAULA P TILLEY | PreparerPersonNm |
| PTIN | P00051456 | PTIN |
| Phone | 7043770239 | PhoneNum |
| Preparation | 2022-05-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WFAE 907 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | H JOSEPH O'CONNOR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8801 JM KEYNES DR | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28262 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,306,165 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WFAE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | JOURNALISM THAT INFORMS, ENRICHES, AND INSPIRES. OUR VISION IS TO HELP CREATE A MORE KNOWLEDGEABLE AND ENGAGED COMMUNITY GROUNDED IN OUR SHARED HUMANITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 52 | TotalEmployeeCnt |
| Total Volunteers | 43 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,233,837 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,771,239 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $117,754 | PYInvestmentIncomeAmt |
| CY Investment Income | $432,934 | CYInvestmentIncomeAmt |
| PY Other Revenue | $31,685 | PYOtherRevenueAmt |
| CY Other Revenue | $294,603 | CYOtherRevenueAmt |
| PY Total Revenue | $7,383,276 | PYTotalRevenueAmt |
| CY Total Revenue | $8,498,776 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,662,542 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,132,274 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $865,332 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $817,368 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,893,142 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,649,233 | PYOtherExpensesAmt |
| CY Other Expenses | $2,473,569 | CYOtherExpensesAmt |
| PY Total Expenses | $7,177,107 | PYTotalExpensesAmt |
| CY Total Expenses | $7,423,211 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $206,169 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,075,565 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,638,876 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,466,410 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,316,520 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $894,313 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,322,356 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,572,097 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | JOURNALISM THAT INFORMS, ENRICHES, AND INSPIRES. OUR VISION IS TO HELP CREATE A MORE KNOWLEDGEABLE AND ENGAGED COMMUNITY GROUNDED IN OUR SHARED HUMANITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,525,308 | ExpenseAmt |
| Desc | IN FY21, THE PANDEMIC RAGED ON, AS DID THE POLITICAL AND SOCIAL UNREST THROUGHOUT OUR NATION. POLITICAL RANCOR, RACIAL DIVISION AND PANDEMIC DISTANCING HAVE PHYSICALLY AND PSYCHOLOGICALLY PULLED AMERICANS APART. DURING TIMES OF SOCIAL UPHEAVAL, AND WHEN MISINFORMATION IS RAMPANT, LIVES DEPEND ON RELIABLE FACTS. WFAE MORE THAN MET THE CHALLENGES OF 2021 AND THE STATION'S LISTENERS SHOWED IMMENSE APPRECIATION FOR THE NEWS SOURCE THEY TRUSTED, HELPING WFAE REACH ITS SIXTH CONSECUTIVE YEAR OF RECORD FUNDRAISING. THESE DONATIONS GAVE BEEN REINVESTED IN WFAE TO GROW AND DIVERSIFY OUR NEWSROOM AND STAFF. WFAE HAS DOUBLED THE NUMBER OF POSITIONS SINCE 2015 AND CONTINUES TO GROW.WHEN THE FISCAL YEAR BEGAN, THE WFAE NEWSROOM AND BUSINESS OFFICE CONTINUED TO OPERATE REMOTELY. WITH LITTLE DISRUPTION IN SERVICE, THE QUALITY OF THE REPORTING NEVER DIMINISHED. WFAE CONTINUES TO FOCUS ON CREATING A DIVERSE NEWSROOM, COVERING DIVERSE COMMUNITIES, AND ENSURING THAT A DIVERSITY OF THOUGHT IS REPRESENTED IN THE STORIES WE TELL. WFAE PROUDLY BOASTS ONE OF THE HIGHEST PERCENTAGES OF AFRICAN AMERICAN LISTENERS OF ALL NPR NEWS STATIONS. RECOGNIZING THAT THERE IS STILL MUCH WORK TO BE DONE TO BETTER REPRESENT OUR COMMUNITY, WE CREATED THE RACE & EQUITY TEAM. THIS GROUP OF CULTURALLY COMPETENT JOURNALISTS IS WORKING ACROSS THE NEWSROOM TO ENSURE THAT ALL OF OUR COVERAGE IS DEEPENED THROUGH THE EXPERIENCE OF DIVERSITY.PROGRAMMING HIGHLIGHTS -- EVERY MEMBER OF WFAE'S REPORTING AND PRODUCTION TEAM PLAYED A KEY ROLE IN PRESENTING THE NEWS IN THIS HISTORIC YEAR. THE FOLLOWING DETAILS JUST SOME OF THEIR EXCEPTIONAL WORK:REPORTER SARAH DELIA CONTINUED A SERIES OF INTIMATE CONVERSATIONS WITH CHARLOTTEANS NAVIGATING THE PANDEMIC CRISIS. THE SERIES WAS APTLY TITLED SOCIAL DISTANCING.AS SCHOOLS CLOSED, WENT TO VIRTUAL LEARNING, RE-OPENED AND IN SOME CASES, RE-CLOSED, EDUCATION REPORTER ANN DOSS HELMS' REPORT CONTINUED TO BE REQUIRED READING FOR CMS PARENTS.WFAE'S LONG-RUNNING WEEKDAY PROGRAM CHARLOTTE TALKS CONTINUED THEIR AWARD WINNING SERIES WITH WEEKLY POLITICAL DISCUSSIONS, LOCAL NEWS ROUND-TABLE DISCUSSIONS, AND MONTHLY INTERVIEWS WITH CHARLOTTE'S MAYOR, VI LYLES.WFAE CONTINUED ITS SERIES FINDING HOME, WHICH EXAMINED ISSUES OF HOUSING IN THE REGION. THE ACCLAIMED SERIES WORKED TO DETAIL THE SCOPE OF THE PROBLEM WHILE ALSO SEEKING AND EVALUATING SOLUTIONS. COVID, OF COURSE, FACTORED HEAVILY INTO FINDING HOME STORIES IN FY21. CLIMATE REPORTER DAVID BORAKS SHARED THE STORY OF ASBESTOS PITS IN DAVIDSON. HE ALSO PROVIDED A WIDE RANGE OF COVERAGE OF THE CLIMATE CRISIS AND HOW IT IS PLAYING OUT IN CHARLOTTE AND ACROSS NORTH CAROLINA. PODCAST MANAGER/HOST JONI DEUTSCH'S AMPLIFIER PODCAST AND HER LIVE LUNCH HOUR CONCERTS WITH LOCAL MUSICIANS GAVE A NEEDED CONNECTIN TO THE ARTS AND MUSIC WHILE WE SOCIAL DISTANCED AND STAYED HOME. BUILDING ON THE SUCCESS OF 2018'S QUEEN CITY PODQUEST, DEUTSCH ALSO OVERSAW THE LAUNCH OF THE QUEEN CITY PODCAST ACADEMY IN PARTNERSHIP WITH THE CHARLOTTE MECKLENBURG LIBRARY. WFAE OFFERED FREE "PODCASTING 101" CLASSES FOR APPROXIMATELY 500 STUDENTS, WITH 30 PROCEEDING TO THE QUEEN CITY PODQUEST ACADEMY FOR IN-DEPTH LESSONS ON PODCAST PRODUCTION, MARKETING, MONETIZATION AND BEYOND. THE COMMUNITY WAS CLEARLY HUNGRY FOR MORE PODCASTING LESSONS. WFAE/DEUTSCH CO-HOSTED THE CHARLOTTE PODCAST FESTIVAL IN OCTOBER OF 2020 WITH BLUMENTHAL PERFORMING ARTS, THE QUEEN CITY PODCAST NETWORK AND ECLECS. THE FULLY VIRTUAL EVENT FEATURED 40 SESSIONS AND DREW MORE THAN 13,000 REGISTRANTS FROM AROUND THE WORLD. AS THIS 990 REPORT HIGHLIGHTS, WFAE'S LISTENERS RESPONDED GENEROUSLY TO THE STATION'S EFFORTS. WITH $8.1M RAISED, THIS MARKS THE SIXTH CONSECUTIVE YEAR OF RECORD REVENUE NUMBERS FOR THE STATION. THIS GROWTH WAS DRIVEN IN LARGE PART BY LISTENER CONTRIBUTIONS AS THE STATION REACHED A NEW HIGH OF MORE THAN 24,000 CONTRIBUTORS. WFAE CELEBRATED ITS 40TH ANNIVERSARY AS AN NPR STATION ON JUNE 20, 2021. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $434,621 | ExpenseAmt |
| Revenue | $26,091 | RevenueAmt |
| Desc | BROADCASTING AND ENGINEERING - EXPENSES ASSOCIATED WITH BROADCAST STUDIOS, TRANSMITTERS, TOWERS, AND ANTENNAS, ENGINEER, IP INTERCONNECTS, SATELLITE FACILITIES, UTILITIES, REPAIR AND MAINTENANCE COSTS FOR STUDIOS, TRANSMITTERS, TOWERS, AND ANTENNAS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $452,639 | ExpenseAmt |
| Desc | PROGRAM INFORMATION - PROMOTION AND OUTREACH ACTIVITIES TO INFORM THE COMMUNITY OF LOCAL NEWS AND EVENTS OF INTEREST TO OUR LISTENERS. COSTS ASSOCIATED WITH HOSTING FORUMS, BRINGING IN PUBLIC RADIO PERSONALITIES TO SPEAK AND OTHER COSTS ASSOCIATED WITH INFORMING OUR LISTENERS BY NEWSLETTERS, E-BLASTS, OUTREACH MATERIALS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,412,568 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 33 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 52 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS HANDY | PersonNm |
| Phone | 7049264067 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8801 JM KEYNES DR SUITE 91 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28262 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| RICHARD LANCASTER | |||||||
| BOARD CHAIR AND TREASURER 2020 AND 2021 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NICK WHARTON | |||||||
| BOARD VICE CHAIR 2020 AND 2021 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MOIRA LOCASCIO | |||||||
| SECRETARY 2020 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANGELA OLIVER | |||||||
| SECRETARY 2020 AND 2021 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANASA SINEGAL | |||||||
| BOARD MEMBER 2020 AND 2021 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GLENN STEWART | |||||||
| BOARD MEMBER 2020 AND 2021 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MEG WHALEN | |||||||
| BOARD MEMBER 2020 AND 2021 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CAROLYN SHAW | |||||||
| BOARD MEMBER 2020 AND 2021 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK ETHRIDGE | |||||||
| BOARD MEMBER 2020 AND 2021 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| D SCOTT ANDERSON | |||||||
| BOARD MEMBER 2020 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES JOHNSON | |||||||
| BOARD MEMBER 2020 AND 2021 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN CLODFELTER | |||||||
| BOARD MEMBER 2020 AND 2021 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBRA TURNER BAILEY | |||||||
| BOARD MEMBER 2020 AND 2021 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RIAZ BHAMANI | |||||||
| BOARD MEMBER 2020 AND 2021 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY TABOR ENGEL | |||||||
| BOARD MEMBER 2020 AND 2021 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON BLALOCK | |||||||
| BOARD MEMBER 2020 AND 2021 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GABRIELLA D CHAPMAN | |||||||
| BOARD MEMBER 2020 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DICK SESLER | |||||||
| BOARD MEMBER 2020 AND 2021 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSE VEGA | |||||||
| BOARD MEMBER 2020 AND 2021 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GENE COCHRANE | |||||||
| BOARD MEMBER 2020 AND 2021 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANA QUARRY | |||||||
| BOARD MEMBER 2020 AND 2021 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN PRICE | |||||||
| BOARD MEMBER 2020 AND 2021 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS CICOLETTI | |||||||
| BOARD MEMBER 2020 AND 2021 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL FREESTONE | |||||||
| BOARD MEMBER 2020 AND 2021 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW SOCHA | |||||||
| BOARD MEMBER 2020 AND 2021 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY NORWOOD | |||||||
| BOARD MEMBER 2020 AND 2021 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| H JOSEPH O' CONNOR | |||||||
| PRESIDENT AND CEO | 50.00 | Yes (X) | Yes (X) | $232,195 | $0 | $20,574 | |
| TANYA DEGRACE | |||||||
| CHIEF OPERATING AND FINANCIAL OFFICER - INCOMING | 50.00 | Yes (X) | $80,777 | $0 | $12,216 | ||
| JEAN ZOUTEWELLE | |||||||
| CHIEF OPERATING AND FINANCIAL OFFICER - OUTGOING | 50.00 | Yes (X) | $130,983 | $0 | $14,576 | ||
| JU-DON MARSHALL | |||||||
| CHIEF CONTENT OFFICER | 50.00 | Yes (X) | $142,358 | $0 | $16,236 | ||
| JOBIE SPRINKLE | |||||||
| DIRECTOR OF IT/ENGINEERING | 50.00 | $109,116 | $0 | $13,899 | Yes (X) | ||
| ROBERT KOCH | |||||||
| DIRECTOR OF DEVELOPMENT | 50.00 | $103,102 | $0 | $13,328 | Yes (X) | ||
| JEFF BUNDY | |||||||
| EXECUTIVE DIRECTOR OF BRANDING AND ENGAGEMENT | 50.00 | $145,713 | $0 | $16,092 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $944,244 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $106,921 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MARKET ENGINUITY | |||||
| 3131 E CLARENDON AVE STE 105 | PHOENIX | AZ | 85016 | UNDERWRITING SALES - OUTSOURCED | $577,595 |
| ALLEGIANCE FUNDRAISING LLC | |||||
| PO BOX 9312 | FARGO | ND | 58106 | MAIL SOLICITATION | $200,929 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $57,156 | FundraisingAmt |
| Government Grants | $979,737 | GovernmentGrantsAmt |
| All Other Contributions | $6,734,346 | AllOtherContributionsAmt |
| Noncash Contributions | $130,577 | NoncashContributionsAmt |
| Total Contributions | $7,771,239 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $93,561 | TotalRevenueColumnAmt |
| Exclusion | $93,561 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,227 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,227 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,227 | TotalRevenueColumnAmt |
| Exclusion | $16,227 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,114,427 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $773,167 | SecuritiesAmt |
| Other | $1,887 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $341,260 | SecuritiesAmt |
| Other | -$1,887 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $339,373 | TotalRevenueColumnAmt |
| Exclusion | $339,373 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $57,156 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $32,335 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$32,335 | TotalRevenueColumnAmt |
| Exclusion | -$32,335 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DATA CHANNELS | 519100 | $310,706 | $310,706 |
| MISCELLANEOUS REVENUE | 900099 | $5 | $5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $310,711 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,498,776 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $310,711 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $416,826 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $425,589 | TotalAmt |
| Program Services | $130,923 | ProgramServicesAmt |
| Management And General | $227,921 | ManagementAndGeneralAmt |
| Fundraising | $66,745 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,043,079 | TotalAmt |
| Program Services | $2,112,662 | ProgramServicesAmt |
| Management And General | $563,938 | ManagementAndGeneralAmt |
| Fundraising | $366,479 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,995 | TotalAmt |
| Program Services | $97,213 | ProgramServicesAmt |
| Management And General | $26,146 | ManagementAndGeneralAmt |
| Fundraising | $18,636 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,164 | TotalAmt |
| Program Services | $205,820 | ProgramServicesAmt |
| Management And General | $41,855 | ManagementAndGeneralAmt |
| Fundraising | $25,489 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,447 | TotalAmt |
| Program Services | $168,399 | ProgramServicesAmt |
| Management And General | $48,354 | ManagementAndGeneralAmt |
| Fundraising | $31,694 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,940 | TotalAmt |
| Management And General | $14,940 | ManagementAndGeneralAmt |
| Fundraising | $5,000 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,597 | TotalAmt |
| Management And General | $12,597 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,078 | TotalAmt |
| Management And General | $22,078 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $817,368 | TotalAmt |
| Fundraising | $817,368 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,800 | TotalAmt |
| Management And General | $14,800 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,258 | TotalAmt |
| Program Services | $127,897 | ProgramServicesAmt |
| Fundraising | $18,361 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,216 | TotalAmt |
| Program Services | $18,568 | ProgramServicesAmt |
| Fundraising | $74,648 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,283 | TotalAmt |
| Program Services | $3,106 | ProgramServicesAmt |
| Management And General | $2,643 | ManagementAndGeneralAmt |
| Fundraising | $1,534 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,389 | TotalAmt |
| Program Services | $96,981 | ProgramServicesAmt |
| Management And General | $9,315 | ManagementAndGeneralAmt |
| Fundraising | $48,093 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,633 | TotalAmt |
| Program Services | $283,867 | ProgramServicesAmt |
| Management And General | $49,512 | ManagementAndGeneralAmt |
| Fundraising | $68,254 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,608 | TotalAmt |
| Program Services | $6,813 | ProgramServicesAmt |
| Management And General | $14,355 | ManagementAndGeneralAmt |
| Fundraising | $1,440 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,456 | TotalAmt |
| Program Services | $7,314 | ProgramServicesAmt |
| Management And General | $20,139 | ManagementAndGeneralAmt |
| Fundraising | $1,003 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,000 | TotalAmt |
| Program Services | $105,140 | ProgramServicesAmt |
| Management And General | $2,766 | ManagementAndGeneralAmt |
| Fundraising | $2,094 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,574 | TotalAmt |
| Program Services | $32,297 | ProgramServicesAmt |
| Management And General | $14,993 | ManagementAndGeneralAmt |
| Fundraising | $7,284 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| PROGRAM FEES | $878,103 | $878,103 | ||
| BAD DEBT | $161,772 | $161,772 | ||
| DUES AND SUBSCRIPTIONS | $112,858 | $76,765 | $10,351 | $25,742 |
| BANK AND TRANSACTION FE | $104,566 | $285 | $99,814 | $4,467 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,438 | TotalAmt |
| Program Services | $60,415 | ProgramServicesAmt |
| Management And General | $940 | ManagementAndGeneralAmt |
| Fundraising | $67,083 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,423,211 | TotalAmt |
| Program Services | $4,412,568 | ProgramServicesAmt |
| Management And General | $1,117,501 | ManagementAndGeneralAmt |
| Fundraising | $1,893,142 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,414,863 | BOYAmt |
| EOY | $1,483,487 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,246 | BOYAmt |
| EOY | $542,156 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,227,923 | BOYAmt |
| EOY | $1,166,646 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,266 | BOYAmt |
| EOY | $188,561 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,209 | BOYAmt |
| EOY | $127,444 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,732,921 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,339,603 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $458,756 | BOYAmt |
| EOY | $393,318 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,975,116 | BOYAmt |
| EOY | $4,552,805 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,497 | BOYAmt |
| EOY | $11,993 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,638,876 | BOYAmt |
| EOY | $8,466,410 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $338,157 | BOYAmt |
| EOY | $434,445 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $321,412 | BOYAmt |
| EOY | $416,953 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $656,951 | BOYAmt |
| EOY | $42,915 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,316,520 | BOYAmt |
| EOY | $894,313 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,915,627 | BOYAmt |
| EOY | $6,161,470 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,406,729 | BOYAmt |
| EOY | $1,410,627 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,322,356 | BOYAmt |
| EOY | $7,572,097 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,638,876 | BOYAmt |
| EOY | $8,466,410 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,075,565 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $158,761 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $15,415 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,851,342 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,536,262 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,915,759 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,259,833 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,771,239 | CurrentTaxYearAmt |
| Total | $34,334,435 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,851,342 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,536,262 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,915,759 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,259,833 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,771,239 | CurrentTaxYearAmt |
| Total | $34,334,435 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $34,334,435 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $133,608 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $161,617 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $159,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $131,891 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $109,788 | CurrentTaxYearAmt |
| Total | $696,187 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $35,030,622 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $350,295 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98010 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97710 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $28,432 | OtherCostOrOtherBasisAmt |
| Book Value | $28,432 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $72,017 | OtherCostOrOtherBasisAmt |
| Depreciation | $72,017 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $104,096 | OtherCostOrOtherBasisAmt |
| Depreciation | $99,644 | DepreciationAmt |
| Book Value | $4,452 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,208,872 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,853,538 | DepreciationAmt |
| Book Value | $355,334 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $319,504 | OtherCostOrOtherBasisAmt |
| Depreciation | $314,404 | DepreciationAmt |
| Book Value | $5,100 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $393,318 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $8,802,886 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $158,761 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $125,929 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $34,220 | OtherRevenueAmt |
| Revenue Not Reported | $318,910 | RevenueNotReportedAmt |
| Revenue Subtotal | $8,483,976 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $14,800 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $14,800 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,498,776 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,553,143 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $110,512 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $34,220 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $144,732 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,408,411 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $14,800 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $14,800 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,423,211 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION RECORDS LIABILITIES FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN WHEN THOSE POSITIONS ARE DEEMED UNCERTAIN TO BE UPHELD IN AN EXAMINATION BY TAXING AUTHORITIES. NO LIABILITIES FOR UNCERTAIN INCOME TAX POSITIONS WERE RECORDED AS OF JUNE 30, 2021 AND 2020. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 32,334. LOSS ON SALE OF ASSETS 1,886. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 32,334. LOSS ON SALE OF ASSETS 1,886. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| MARKET ENGINUITY | ||||||||
| 3131 E CLARENDON AVE STE 105 | PHOENIX | AZ | 85016 | UNDERWRITING | 0 | $1,898,414 | $653,367 | $1,245,047 |
| ALLEGIANCE FUNDRAISING LLC | ||||||||
| PO BOX 9132 | FARGO | ND | 58106 | MAIL SOLICITATIONS | 0 | $357,689 | $123,485 | $234,205 |
| FALCON FUNDRAISING INCORPORATED | ||||||||
| 1690 WATERTOWER PLACE SUITE 400A | EAST LANSING | MI | 48823 | TELEMARKETING | 0 | $124,900 | $35,854 | $89,046 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,381,003 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $812,706 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $1,568,298 | TotalNetToOrganizationAmt |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $31,120 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $31,120 | CharitableContriEvent1Amt |
| Food And Beverage Event1 | $11,413 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $16,260 | OtherDirectExpensesEvent1Amt |
| Event2 | CHARLOTTE WALKS | Event2Nm |
| Gross Receipts Event2 | $13,000 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $13,000 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $87 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 5 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $13,036 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $13,036 | CharitableContriOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,575 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $57,156 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $57,156 | CharitableContributionsTotAmt |
| Food And Beverage Total Events | $11,413 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $20,922 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $32,335 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$32,335 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| H JOSEPH O' CONNOR | ||||||||||||||
| PRESIDENT AND CEO | $232,195 | $0 | $0 | $0 | $0 | $0 | $12,530 | $0 | $8,044 | $0 | $252,769 | $0 | $0 | $0 |
| JEFF BUNDY | ||||||||||||||
| EXECUTIVE DIRECTOR OF BRANDING AND E | $145,713 | $0 | $0 | $0 | $0 | $0 | $8,465 | $0 | $7,627 | $0 | $161,805 | $0 | $0 | $0 |
| JU-DON MARSHALL | ||||||||||||||
| CHIEF CONTENT OFFICER | $142,358 | $0 | $0 | $0 | $0 | $0 | $8,579 | $0 | $7,657 | $0 | $158,594 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,238 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $92,849 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | HIGH/LOW METHOD | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FUNDRAISING SUPPLIES | Desc |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $26,490 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES WELLS FARGO ADVISORS TO ACCEPT AND SELL DONATED PUBLICLY TRADED SECURITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE OFFICERS APPOINTED BY THE BOARD OF DIRECTORS, AS PROVIDED IN ARTICLE IV, SECTION 1, TOGETHER WITH THE PRESIDENT AND CEO, SHALL CONSTITUTE THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF DIRECTORS IN THE MANAGEMENT OF THE BUSINESS OF THE FOUNDATION BETWEEN THE MEETINGS OF THE BOARD, SUBJECT TO THE LIMITATIONS ON COMMITTEE AUTHORITY SET FORTH IN CHAPTER 55A. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE RETURN WAS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH ASSISTANCE AND OVERSIGHT BY MANAGEMENT. UPON COMPLETION AND REVIEW BY MANAGEMENT, THE FORM 990 IS EMAILED TO EACH BOARD MEMBER AND THE AUDIT/FINANCE COMMITTEE APPROVES THE FORM BEFORE FILING THE FORM 990 WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | A SIGNED CONFLICT OF INTEREST STATEMENT IS REQUIRED FROM EACH MEMBER OF THE BOARD OF DIRECTORS ANNUALLY. THE SIGNED STATEMENTS ARE MONITORED AND FILED BY THE CEO'S EXECUTIVE ASSISTANT. THE CEO'S EXECUTIVE ASSISTANT INFORMS THE PRESIDENT AND CEO AND THE GOVERNANCE COMMITTEE CHAIR IF A STATEMENT IS NOT RECEIVED. THE CHIEF OPERATING AND FINANCIAL OFFICER AND THE PRESIDENT AND CEO MONITOR ALL OF THE FINANCIAL TRANSACTIONS, CONTRACTS, AND CONTRIBUTORS. THE GOVERNANCE COMMITTEE AND AUDIT COMMITTEE ARE NOTIFIED IF A CONFLICT IS NOTED. AN UNSIGNED STATEMENT IS CAUSE FOR REMOVAL FROM THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION FOR THE PRESIDENT AND CEO OF UNIVERSITY RADIO FOUNDATION, INC (WFAE) IS DETERMINED BY THE EXECUTIVE COMMITTEE AFTER RECEIVING A RECOMMENDATION FROM THE COMPENSATION COMMITTEE. THE COMPENSATION POLICY INCLUDES AN ANNUAL PERFORMANCE BASED EVALUATION. THE COMPENSATION COMMITTEE POSITIONS TOTAL COMPENSATION COMPARABLE TO A SURVEY PRODUCED BY THE CORPORATION FOR PUBLIC BROADCASTING THAT IS REPRESENTATIVE OF NON-PROFIT BROADCASTING ORGANIZATIONS WITH SIMILAR MARKET SIZE AND OWNERSHIP. COMPENSATION FOR SENIOR STAFF IS DETERMINED BY A PERFORMANCE BASED EVALUATION CONDUCTED BY THE PRESIDENT AND CEO. |
| FORM 990, PART VI, SECTION C, LINE 18 | DOCUMENTS ARE AVAILABLE AT WFAE.ORG AND ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE AVAILABLE AT WFAE.ORG AND ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |