UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS FOUNDATION INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS FOUNDATION INC (EIN 56-6064850)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-12-16
- IRS object ID
- 201943509349300004
- Schema version
- 2018v3.1
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-12-16T07:28:34-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205907591 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH LEONARD PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4035 PREMIER DRIVE SUITE 300 | AddressLine1Txt |
| City | HIGH POINT | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27265 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566064850 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NORTH CAROLINA SCHOOL OF | BusinessNameLine1Txt |
| Business Name Line2 | THE ARTS FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 3367703333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1533 SOUTH MAIN STREET | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27127 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN WIGODSKY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3367703333 | PhoneNum |
| Signature | 2019-12-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ADRIENNE MCKINNEY | PreparerPersonNm |
| PTIN | P00819656 | PTIN |
| Phone | 3368830181 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 216.237.202.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-12-11 | IPDt |
| IP Tm | 14:19:05 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C64610ABE23AD5845076C6771D0CCBF5592AB213 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 63B3CDAA9C4072EEB47B7B98275442971F727DE4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN WIGODSKY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1533 SOUTH MAIN STREET | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,210,554 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNCSA.EDU/FOUNDATIONACCOUNTING | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | TO FOSTER AND PROMOTE THE GROWTH, PROGRESS, AND GENERAL WELFARE OF THE UNCSA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,379,347 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,595,449 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $128,213 | PYInvestmentIncomeAmt |
| CY Investment Income | $221,883 | CYInvestmentIncomeAmt |
| PY Other Revenue | $318,556 | PYOtherRevenueAmt |
| CY Other Revenue | $274,295 | CYOtherRevenueAmt |
| PY Total Revenue | $10,826,116 | PYTotalRevenueAmt |
| CY Total Revenue | $15,091,627 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,056,936 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,220,448 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,306,528 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,058,422 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $91,608 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $351,815 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,714,620 | PYOtherExpensesAmt |
| CY Other Expenses | $2,554,548 | CYOtherExpensesAmt |
| PY Total Expenses | $6,169,692 | PYTotalExpensesAmt |
| CY Total Expenses | $5,833,418 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,656,424 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,258,209 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $64,476,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,961,641 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $786,093 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $304,544 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $63,689,934 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $76,657,097 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNCSA FOUNDATION'S PRIMARY PURPOSE IS TO FINANCIALLY SUPPORT THE ADVANCEMENT AND ACHIEVEMENT OF THE STUDENTS, FACULTY, AND STAFF OF THE UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS. THE UNCSA FOUNDATION STRIVES TO SUPPORT THE STRATEGIC INITIATIVES OF UNCSA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,666,184 | ExpenseAmt |
| Grant | $2,220,448 | GrantAmt |
| Desc | THE UNCSA FOUNDATION, INC. COORDINATES THE FUNDING OF THE UNCSA'S PROGRAMS, SCHOLARSHIPS, AND GUEST ARTISTS. THE UNIVERSITY OF NORTH CAROLINA SCHOOL OF ARTS (FURTHER REFERRED TO AS "UNCSA") IS DEDICATED ENTIRELY TO THE PROFESSIONAL TRAINING OF THE STUDENTS POSSESSING EXCEPTIONAL TALENTS IN PERFORMING, VISUAL, AND MOVING IMAGE ARTS. UNCSA IS COMMITTED TO THE IDEA THAT ART COMBINES CRAFT, IMAGINATION, PASSION AND INTELLECT. SCHOLARSHIPS CAN BE AWARDED BASED ON TALENT, DEMONSTRATED NEED, OR A COMBINATION OF BOTH. UNCSA PROVIDES STUDENTS WITH THE INVALUABLE EXPERIENCE OF WORKING WITH MANY INTERNATIONALLY RENOWNED ARTISTS WHO TEACH MASTER CLASSES, WORK ONE-ON-ONE WITH STUDENTS IN COACHING SESSIONS, AND TEACH CLASSES. UNCSA STRIVES TO IMPROVE THE CULTURE OF NORTH CAROLINA THROUGH COMMUNITY ENGAGEMENT TO FURTHER THE ADVANCEMENT OF THE ARTS. | Desc |
| Total Program Service Expenses | $4,666,184 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 277 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1 | 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 | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CINDY LIBERTY | PersonNm |
| Phone | 3367703333 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1903 S MAIN STREET | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27127 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| FRANK LORD | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS ADAMS | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WESLEY DAVIS | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DOUG HENDERSON | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM MARTIN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NOLA MILLER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILL WATSON | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PETER JURAN | ||||||
| PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KAY DONAHUE | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID HINTON | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL EARTHMAN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETE RITCHER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARRY EISENBERG | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVE KARR | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOHN WIGODSKY | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DARA FOLAN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY PERKINS | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TAYLOR SHIPLEY | ||||||
| ASSISTANT TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DAVID BROUGHTON | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JIM M RUFFIN | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDY M SCHNEIDER | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROB SIMON | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ART BLOOM | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BETTYE BARRETT | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRYSTAL PARNELL | ||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CINDY LIBERTY | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $145,000 | $0 | $22,757 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $145,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $22,757 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 |
|---|---|---|---|---|---|
| BNY MELLON | |||||
| 225 LIBERTY STREET | NEW YORK | NY | 10286 | INVESTMENT MANAGEMENT FEES | $239,001 |
| BOSTON CONSULTING GROUP INC | |||||
| ONE BEACON STREET | BOSTON | MA | 02109 | DESIGN & CONSULTING SERVICES | $225,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $24,308 | FundraisingAmt |
| All Other Contributions | $14,571,141 | AllOtherContributionsAmt |
| Noncash Contributions | $622,633 | NoncashContributionsAmt |
| Total Contributions | $14,595,449 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $221,883 | TotalRevenueColumnAmt |
| Exclusion | $221,883 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $169,025 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $24,308 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $118,927 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,098 | TotalRevenueColumnAmt |
| Exclusion | $50,098 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $209,340 | $209,340 |
| ADMINISTRATIVE FEE | 900099 | $14,857 | $14,857 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $224,197 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,091,627 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $224,197 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $271,981 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,124,826 | TotalAmt |
| Program Services | $2,124,826 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,622 | TotalAmt |
| Program Services | $95,622 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,992 | TotalAmt |
| Management And General | $186,992 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $871,430 | TotalAmt |
| Program Services | $584,977 | ProgramServicesAmt |
| Management And General | $218,461 | ManagementAndGeneralAmt |
| Fundraising | $67,992 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,750 | TotalAmt |
| Management And General | $30,750 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,001 | TotalAmt |
| Management And General | $239,001 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $887,101 | TotalAmt |
| Program Services | $699,438 | ProgramServicesAmt |
| Management And General | $9,058 | ManagementAndGeneralAmt |
| Fundraising | $178,605 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,613 | TotalAmt |
| Program Services | $11,881 | ProgramServicesAmt |
| Fundraising | $13,732 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,247 | TotalAmt |
| Program Services | $277,730 | ProgramServicesAmt |
| Management And General | $89,074 | ManagementAndGeneralAmt |
| Fundraising | $34,443 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,529 | TotalAmt |
| Management And General | $21,892 | ManagementAndGeneralAmt |
| Fundraising | $7,637 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $404,688 | TotalAmt |
| Program Services | $398,103 | ProgramServicesAmt |
| Management And General | $13 | ManagementAndGeneralAmt |
| Fundraising | $6,572 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,896 | TotalAmt |
| Program Services | $54,234 | ProgramServicesAmt |
| Management And General | $3,135 | ManagementAndGeneralAmt |
| Fundraising | $2,527 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,281 | TotalAmt |
| Program Services | $9,437 | ProgramServicesAmt |
| Management And General | $15,844 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| GUEST ARTIST EXPENSE | $166,214 | $166,214 | ||
| SPECIAL EVENTS | $62,889 | $57,139 | $5,750 | |
| ENTERTAINMENT | $48,204 | $44,142 | $3,951 | $111 |
| FLOWERS & GIFTS | $47,804 | $38,325 | $9,003 | $476 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,331 | TotalAmt |
| Program Services | $104,116 | ProgramServicesAmt |
| Management And General | $612 | ManagementAndGeneralAmt |
| Fundraising | $21,603 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,833,418 | TotalAmt |
| Program Services | $4,666,184 | ProgramServicesAmt |
| Management And General | $815,419 | ManagementAndGeneralAmt |
| Fundraising | $351,815 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,878,613 | BOYAmt |
| EOY | $14,927,440 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,776,897 | BOYAmt |
| EOY | $8,987,651 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,923 | BOYAmt |
| EOY | $26,192 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,533 | BOYAmt |
| EOY | $6,107 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $60,001 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $0 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,001 | BOYAmt |
| EOY | $60,001 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,792,209 | BOYAmt |
| EOY | $52,047,380 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,333 | BOYAmt |
| EOY | $19,903 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $914,518 | BOYAmt |
| EOY | $886,967 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,476,027 | BOYAmt |
| EOY | $76,961,641 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,916 | BOYAmt |
| EOY | $90,113 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $758,177 | BOYAmt |
| EOY | $214,431 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $786,093 | BOYAmt |
| EOY | $304,544 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $817,931 | BOYAmt |
| EOY | $2,198,435 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,595,377 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,276,626 | BOYAmt |
| EOY | $74,458,662 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,689,934 | BOYAmt |
| EOY | $76,657,097 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,476,027 | BOYAmt |
| EOY | $76,961,641 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $9,258,209 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,708,954 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,338,138 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,954,814 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,475,777 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,503,201 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,595,449 | CurrentTaxYearAmt |
| Total | $54,867,379 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,338,138 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,954,814 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,475,777 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,503,201 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,595,449 | CurrentTaxYearAmt |
| Total | $54,867,379 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $20,292,995 | SubstantialContributorsTotAmt |
| Public Support Total170 | $34,574,384 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,671 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,878 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $115,767 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $221,883 | CurrentTaxYearAmt |
| Total | $413,752 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $264,726 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $260,330 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $223,634 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $278,871 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $274,295 | CurrentTaxYearAmt |
| Total | $1,301,856 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $56,582,987 | TotalSupportAmt |
| Public Support CY170 | 0.61100 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62260 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,022,834 | BeginningYearBalanceAmt |
| Contributions | $8,990,357 | ContributionsAmt |
| Investment Earnings Or Losses | $3,798,258 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,416,231 | OtherExpendituresAmt |
| Administrative Expenses | $239,001 | AdministrativeExpensesAmt |
| End Year Balance | $62,156,217 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,980,778 | BeginningYearBalanceAmt |
| Contributions | $2,485,125 | ContributionsAmt |
| Investment Earnings Or Losses | $4,807,007 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,037,748 | OtherExpendituresAmt |
| Administrative Expenses | $212,328 | AdministrativeExpensesAmt |
| End Year Balance | $51,022,834 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $34,587,415 | BeginningYearBalanceAmt |
| Contributions | $7,852,314 | ContributionsAmt |
| Investment Earnings Or Losses | $4,091,955 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,371,978 | OtherExpendituresAmt |
| Administrative Expenses | $178,928 | AdministrativeExpensesAmt |
| End Year Balance | $44,980,778 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,638,719 | BeginningYearBalanceAmt |
| Contributions | $894,146 | ContributionsAmt |
| Investment Earnings Or Losses | -$599,387 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,179,362 | OtherExpendituresAmt |
| Administrative Expenses | $166,701 | AdministrativeExpensesAmt |
| End Year Balance | $34,587,415 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,011,944 | BeginningYearBalanceAmt |
| Contributions | $1,543,522 | ContributionsAmt |
| Investment Earnings Or Losses | $2,941,915 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $695,514 | OtherExpendituresAmt |
| Administrative Expenses | $163,148 | AdministrativeExpensesAmt |
| End Year Balance | $35,638,719 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $60,000 | OtherCostOrOtherBasisAmt |
| Book Value | $60,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1 | OtherCostOrOtherBasisAmt |
| Book Value | $1 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $60,001 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ANNUITY INVESTMENTS | $11,100 | F |
| UNC INVESTMENT FUND | $52,036,280 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $52,047,380 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY PAYMENT LIABILITY | $18,164 |
| DUE TO UNCSA | $196,267 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $214,431 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,689,309 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,708,954 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $8,802 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $3,717,756 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,971,553 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $239,001 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$118,927 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $120,074 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,091,627 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,539,632 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $8,802 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $118,927 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $127,729 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,411,903 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $239,001 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $182,514 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $421,515 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,833,418 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S INTENDED USE OF ENDOWMENT FUNDS IS FOR SCHOLARSHIPS AND SCHOOL RELATED PROGRAMS FOR THE UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS. |
| PART X, LINE 2: | IT IS THE FOUNDATION'S POLICY TO EVALUATE ALL TAX POSITIONS AND TO IDENTIFY ANY THAT MAY BE CONSIDERED UNCERTAIN. ALL IDENTIFIED MATERIAL TAX POSITIONS ARE ASSESSED AND MEASURED BY A "MORE-LIKELY-THAN-NOT" THRESHOLD TO DETERMINE IF THE TAX POSITION IS UNCERTAIN AND WHAT, IF ANY, THE EFFECT OF THE UNCERTAIN TAX POSITION MAY HAVE ON THE CONSOLIDATED FINANCIAL STATEMENTS. ANY CHANGES IN THE AMOUNT OF A TAX POSITION WILL BE RECOGNIZED IN THE PERIOD THE CHANGE OCCURS. CURRENTLY, THE STATUTE OF LIMITATIONS REMAINS OPEN SUBSEQUENT TO AND INCLUDING FISCAL YEAR 2016; HOWEVER, NO EXAMINATIONS ARE IN PROCESS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES NETTED FROM EVENT REVENUE -118,927. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES NETTED FROM EVENT REVENUE 118,927. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | TRANSFERS TO UNCSA 182,514. |
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 |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | 0 | AgrmtProfFundraisingActyInd |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SCHOLARSHIP FUNDRAISING | Event1Nm |
| Gross Receipts Event1 | $152,493 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $6,293 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $146,200 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $41,541 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $52,224 | OtherDirectExpensesEvent1Amt |
| Event2 | GUEST ARTIST ENDOWMENT | Event2Nm |
| Gross Receipts Event2 | $14,275 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $8,500 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $5,775 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $4,349 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $1,821 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 8 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $26,565 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $9,515 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $17,050 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $214 | NonCashPrizesOtherEventsAmt |
| Food And Beverage Other Events | $10,914 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $3,257 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,607 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $193,333 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $24,308 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $169,025 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $214 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $56,804 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,257 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $58,652 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $118,927 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $50,098 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1533 SOUTH MAIN STREET | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 566065273 | RecipientEIN |
| IRC Section | GOVERNMENTAL UNIT | IRCSectionDesc |
| Cash Grant | $2,124,826 | CashGrantAmt |
| Purpose Of Grant | PAYMENTS FOR SCHOLARSHIPS | PurposeOfGrantTxt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GRANTS TO STUDENTS AND FACULTY FOR CAREER DEVELOPMENT AND THE FURTHERMENT OF KNOWLEDGE, PROFICIENCY, AND SKILLFULNESS. | GrantTypeTxt |
| Recipient | 105 | RecipientCnt |
| Cash Grant | $95,622 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 1 | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION RECEIVES REPORTS FROM THE FINANCIAL AID DEPARTMENT AT UNCSA REGARDING SCHOLARSHIP AWARDS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CINDY LIBERTY | PersonNm |
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Base Compensation Filing Org | $145,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $12,000 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $10,757 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $167,757 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | ON AN ANNUAL BASIS THE EXECUTIVE DIRECTOR HAS A WRITTEN REVIEW FROM THE TREASURER AND PRESIDENT OF THE UNCSA FOUNDATION. DURING THE REVIEW PROCESS, NOT ONLY ARE ACCOMPLISHMENTS FROM THE PREVIOUS YEARS REVIEWED AND DISCUSSED, BUT GOALS FOR THE UPCOMING YEAR ARE ALSO REVIEWED AND AGREED UPON. SINCE THE POSITION IS UNIQUE IN NATURE EVEN COMPARED TO OTHER UNIVERSITIES IN THE SYSTEM, THE SALARY IS REVIEWED IN CONTEXT WITH OTHER MEMBERS OF THE CHANCELLOR'S CABINET AND THE UNIVERSITY DEANS. BY COMPARING THIS POSITION'S SALARY AND BENEFIT PACKAGE WITH THE COUNTERPARTS THAT THE POSITION WORKS WITH TO HELP MAINTAIN AND MANAGE THE OPERATIONS OF THE ENTITIES THAT ARE SUPPORTED BY THESE EFFORTS, IT GIVES THE FOUNDATION BOARD REASONABLE ASSURANCE OF KEEPING THE SALARY COMPETITIVE. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 16 | ContributionCnt |
| Noncash Contributions Rpt F990 | $622,633 | 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 | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE EXECUTIVE DIRECTOR AND TREASURER REVIEW THE FORM 990 IN DETAIL. IT IS THEN PROVIDED TO THE GOVERNING BOARD BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD MEMBERS COMPLETE A CONFLICT OF INTEREST SURVEY ANNUALLY. IF THEY HAVE CONFLICTS, MEMBERS DO NOT VOTE ON RELATED ITEMS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED AND VOTED ON ANNUALLY BY THE EXECUTIVE COMMITTEE. SEE SCHEDULE J. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE UNIVERSITY OF NORTH CAROLINA SCHOOL OF THE ARTS FOUNDATION MAKES DOCUMENTS REQUIRED TO BE OPEN FOR PUBLIC INSPECTION AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING-STRATEGY: PROGRAM SERVICE EXPENSES 225,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 225,000. MISC. CONTRACTORS: PROGRAM SERVICE EXPENSES 474,438. MANAGEMENT AND GENERAL EXPENSES 9,058. FUNDRAISING EXPENSES 178,605. TOTAL EXPENSES 662,101. |
| FORM 990, PART XII, LINE 2C: | NO CHANGES HAVE BEEN MADE FROM THE PRIOR PERIOD. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNCSA FOUNDATION MANAGEMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1533 S MAIN ST | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27127 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 814166820 | EIN |
| Primary Activities | ACCEPT REAL ESTATE DONATIONS | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNC SCHOOL OF THE ARTS FOUNDATION | BusinessNameLine1Txt |