2017-08-14T11:51:04-05:00 2017-03-31 KPMG LLP 1676 International Drive Ste 1200 McLean VA 22102 990 2016-04-01 131624241 UNITED NEGRO COLLEGE FUND INC % EARLY REESE UNIT 2028100274 1805 7TH STREET NW WASHINGTON DC 20001 EARLY REESE ACTING CFO 2017-08-11 true WHITNEY E BLAIR P01226647 7032868000 2017-08-08 167.68.102.5 54028020172265000000 2017-08-14 P 642138A8EB9C11D639CBD1F487E1B8DC97AA26B7 1648AE9DE0281DEC4300454DBD29B44A5A77A159 2016 2021-01-29 14:40:06Z Dr Michael L Lomax 1805 7TH STREET NW WASHINGTON DC 20001 568855463 false X WWW.UNCF.ORG X 1944 NY Enrich the lives of under-represented students by getting them to & through college, supporting 37 member institutions & advocating the importance of minority higher education 37 37 296 2658 0 231032646 53952100 171353 195678 19096347 25716909 0 0 250300346 79864687 132026503 138164219 0 0 19875107 20833480 0 0 13069319 28351432 24827398 180253042 183825097 70047304 -103960410 873406884 768838032 49579435 47874108 823827449 720963924 X "A mind is a terrible thing to waste" is the trademarked motto and principle that has remained at the heart of UNCF enabling the organization, along with support from its donors and over 2,000 volunteers, to provide greater than 10,000 recipients more than $100 million annually in scholarship awards. To date, UNCF has raised more than $4.7 billion and helped more than 445,000 students and counting to not just attend college but to thrive, graduate and become leaders. Multi-million dollar partnership projects funded by major donors have contributed significantly to UNCF's capacity to create and offer programs and to provide resources to build institutional structures that will prepare our students to work and succeed in the new economy. false false 36914933 24245586 Educational delivery reflects direct program expenditures for evaluating eligibility for scholarships, providing technical assistance to member institutions. 108210907 99633860 Gates Millennium Scholars Program 2158982 Institutional services provided to member institutions of UNCF. Member Institution Distribution & Sublease 15168400 14284772 195678 rental income 15168400 14284772 195678 162453222 true true false true false false false true false true true true false false true true true false false false true false false false true false false true true true true false true false false false false false false false false false false false false false false false false false true 536 0 true 296 true false false false false false true true false false false false X 37 37 false false false false true true false true true false false true true true true true true true true false AL AK AZ AR CA CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN UT VT VA WA WV WI WY X X EARLY REESE 2028100215 1805 7TH STREET NW WASHINGTON DC 20001 MR WILLIAM F STASIOR CHAIR OF THE BOARD 0.1 0.0 X X 0 0 0 MR ALFRED G GOLDSTEIN VICE CHAIR 0.01 0.0 X X 0 0 0 MR KEVIN W WILLIAMS VICE CHAIR 0.01 0.0 X X 0 0 0 DR HAYWOOD L STRICKLAND VICE CHAIR 0.01 0.0 X X 0 0 0 DR A CHARLES THOMAS BOARD MEMBER 0.0 0.0 X 0 0 0 MR ALOYSIUS ISH MCLAUGHLIN BOARD MEMBER 0.01 0.0 X 0 0 0 MR ANDREW P SWIGER BOARD MEMBER 0.01 0.0 X 0 0 0 MR BEN-SABA HASAN BOARD MEMBER 0.0 0.0 X 0 0 0 DR BEVERLY WADE HOGAN BOARD MEMBER 0.01 0.0 X 0 0 0 DR BILLY C HAWKINS BOARD MEMBER 0.0 0.0 X 0 0 0 DR BRIAN L JOHNSON BOARD MEMBER 0.0 0.0 X 0 0 0 MS CELIA COLBERT BOARD MEMBER 0.01 0.0 X 0 0 0 DR COLETTE PIERCE BURNETTE BOARD MEMBER 0.0 0.0 X 0 0 0 MR DAVID SABLE BOARD MEMBER 0.0 0.0 X 0 0 0 MS DOROTHY BUCKHANAN WILSON BOARD MEMBER 0.01 0.0 X 0 0 0 DR EDISON O JACKSON BOARD MEMBER 0.01 0.0 X 0 0 0 DR EDWARD L WHEELER BOARD MEMBER 0.0 0.0 X 0 0 0 DR EVERETT B WARD BOARD MEMBER 0.0 0.0 X 0 0 0 MS GLENDA GOODLY MCNEAL BOARD MEMBER 0.0 0.0 X 0 0 0 DR JOHN S WILSON JR BOARD MEMBER 0.0 0.0 X 0 0 0 MR K C CROSTHWAITE BOARD MEMBER 0.0 0.0 X 0 0 0 MS LAURIE READHEAD BOARD MEMBER 0.01 0.0 X 0 0 0 DR LESLIE N POLLARD BOARD MEMBER 0.01 0.0 X 0 0 0 DR LESTER C NEWMAN BOARD MEMBER 0.0 0.0 X 0 0 0 MS LINDA JOHNSON RICE BOARD MEMBER 0.0 0.0 X 0 0 0 DR LOGAN C HAMPTON BOARD MEMBER 0.0 0.0 X 0 0 0 MR MICHAEL NORRIS BOARD MEMBER 0.0 0.0 X 0 0 0 MR MILTON H JONES JR BOARD MEMBER 0.02 0.0 X 0 0 0 DR RODERICK L SMOTHERS SR BOARD MEMBER 0.0 0.0 X 0 0 0 DR RONALD A JOHNSON BOARD MEMBER 0.0 0.0 X 0 0 0 DR ROSLYN CLARK ARTIS BOARD MEMBER 0.01 0.0 X 0 0 0 MR SOL GINDI BOARD MEMBER 0.01 0.0 X 0 0 0 MS TERESA M SEBASTIAN BOARD MEMBER 0.01 0.0 X 0 0 0 MR TOBIN J WILLIAMS BOARD MEMBER 0.0 0.0 X 0 0 0 MS TRACEY GRIFFIN BOARD MEMBER 0.0 0.0 X 0 0 0 MR WILLIAM GIPSON BOARD MEMBER 0.0 0.0 X 0 0 0 MR WILLIAM SHAW BOARD MEMBER 0.01 0.0 X 0 0 0 DR MICHAEL L LOMAX PRESIDENT AND CEO 50.0 0.0 X 582792 0 190016 MS AMMA FELIX VP - Strategy & Secretary 40.0 0.0 X 178849 0 12430 MS DESIREE C BOYKIN GENERAL LEGAL COUNSEL/ASST SEC 50.0 0.0 X 193498 0 27448 MR EARLY REESE COO/ACTING CFO/TREASURER 50.0 0.0 X 512155 0 33299 MS MALVINA ROLLINS KAY SVP/CFO/TREASURER 40.0 0.0 X 275986 0 6121 MR MAURICE E JENKINS EVP/CHIEF DEVELOPMENT OFFICER 50.0 0.0 X 304257 0 22888 MS LAJUAN LYLES SENIOR VP/HR & ADMINISTRATION 50.0 0.0 X 238525 0 34265 MR LAWRENCE GRIFFITH JR SVP, SCHOLARSHIPS & PROGRAMS 50.0 0.0 X 245533 0 24552 MS CHERYL SMITH SVP, PUBLIC POLICY & GOVT AFF 50.0 0.0 X 283823 0 17660 MR RICHARD M SHROPSHIRE VP, BRANDING, MRKTING, & COMM 50.0 0.0 X 203405 0 8118 DR BRIAN BRIDGES VP, RESEARCH & MEMBER ENGAGMNT 50.0 0.0 X 212406 0 35661 MR ROBERT W RUCKER VP, IT & PROJ MGMT OFFICE 50.0 0.0 X 185452 0 1844 MR FRED D MITCHELL VP DEVELOPMENT-NORTHERN REGION 50.0 0.0 X 177279 0 27259 3593960 0 441561 49 false true false MOORE WALLACE DBA RR DONNELLEY PO BOX 809284 CHICAGO IL 60680 DT. MAIL & PRINTING 2340969 VONAGE 7900 WESTPARK DRIVE SUITE A-315 MCLEAN VA 22102 Cloud Communication 804416 THE ADVERTISING COUNCIL INC 815 Second Avenue NEW YORK NY 10017 PUBLIC SERVICE ADVT 799973 ACF SOLUTIONS 11800 Sunrise Valley Drive Suite 4 RESTON VA 20191 SALESFORCE CONSULT 727357 RACKSPACE 500 Walzem Road SAN ANTONIO TX 78218 Cloud Management 678623 29 890354 9263342 43798404 53952100 RENTAL INCOME 900099 195678 195678 195678 18359899 18359899 0 0 0 0 0 492248865 484891855 7357010 7357010 7357010 4098921 9263342 4098921 0 0 0 0 0 0 0 79864687 195678 25716909 94528397 94528397 43635822 43635822 0 0 2783938 2783938 0 14394124 6029864 2663657 5700603 649551 267865 128448 253238 1803453 835377 313832 654244 1202414 427084 371567 403763 3628714 2331862 744670 552182 132339 22084 110255 334718 85000 249718 116579 116579 0 1618355 1575814 42541 0 1002888 821517 86959 94412 4889124 833205 774638 3281281 2108650 1349025 39396 720229 0 2708484 1178599 574694 955191 2577978 2210027 68301 299650 0 3111235 2859601 97108 154526 140225 140225 0 1240998 382400 858598 163338 47976 115362 INDIRECT COST RECOVERY 0 2227930 -2227930 BAD DEBT EXPENSE 1053773 803773 250000 183825097 162453222 8302556 13069319 9337316 13119600 76205057 54750996 23973143 26829699 0 0 0 0 0 0 0 0 0 0 2178756 395283 33624922 6192241 29021905 27432681 612925490 519089463 110463112 119683021 0 0 0 0 9302105 7537289 873406884 768838032 8034611 8003041 0 0 0 0 31120000 29695266 0 0 0 0 3897618 2927759 0 0 6527206 7248042 49579435 47874108 X 1954843 2089218 753667646 650462341 68204960 68412365 823827449 720963924 873406884 768838032 -103960410 271926 824959 X X false true X true false X 171153742 172247503 197925634 231032646 53952100 826311625 0 0 171153742 172247503 197925634 231032646 53952100 826311625 457386282 368925343 28744903 23723581 21285047 19880691 18359899 111994121 0 0 938305746 712113 0.39318 0.36550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false true true 22463 false true 525295 false false 547758 false Schedule C, Part II-B, Line 1 UNCF LOBBIES ON BEHALF OF HISTORICALLY BLACK COLLEGES AND UNIVERSITIES (HBCU'S) AND FOR FEDERAL EDUCATION POLICIES AND RESOURCES FAVORABLE TO MINORITY STUDENTS. SERVICES OF AN EXTERNAL CONSULTING FIRM ARE ALSO USED TO PERFORM GOVERNMENT AFFAIRS WORK FOR EDUCATION RELATED ISSUES. 1589250 X X X See Sch. D, Part XIII false 91155802 278805 10067981 3988294 97514294 96901536 1401039 -3226876 3919897 91155802 89048266 5946432 5859480 3952642 96901536 81917849 2062808 8905683 3838073 89048267 78290777 1751613 5652030 3776571 81917849 0.04700 0.70100 0.25200 false false 6350000 6350000 22958557 2448065 20510492 3365609 3190156 175453 950755 554019 396736 27432681 US AND GLOBAL EQUITIES 42486694 F HEDGE FUNDS 23752071 F FIXED INCOME 16727950 F PRIVATE EQUITIES 36716306 F 119683021 0 INSTITUTIONS 7248042 7248042 X 79458773 271926 940515 1212441 78246332 1618355 1618355 79864687 182322298 115556 115556 182206742 1618355 1618355 183825097 SCHEDULE D, PART III, LINE 3E DISTRIBUTIONS IN LINE WITH DONOR'S INTENT SCHEDULE D, PART III, LINE 4 During the 2016 tax year UNCF did not make any distribution of its donated art collection which is held within a secured environment pending future distribution in line with the donor's intent. SCHEDULE D, PART V, LINE 4 PERMANENT ENDOWMENT EARNINGS WILL BE SPENT FOR SCHOLARSHIPS. BOARD DESIGNATED AND TEMPORARILY RESTRICTED MONIES REPORTED IN THIS SECTION ARE INTENDED FOR SCHOLARSHIP PURPOSES. SCHEDULE D, PART X, LINE 2 UNCF FOLLOWS THE PROVISIONS OF FASB ASC TOPIC 740-10, INCOME TAXES. MANAGEMENT BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS OR ANY RELATED PENALTIES AND INTEREST TO ACCRUE FOR THE YEAR ENDED MARCH 31, 2017 AND ACCORDINGLY, THERE IS NO LIABILITY FOR UNRECOGNIZED TAX BENEFITS. UNCF FILES IRS FORM 990 ANNUALLY WITH THE FEDERAL GOVERNMENT AND IS STILL OPEN TO EXAMINATION BY TAXING AUTHORITIES FOR FISCAL YEAR 2012 AND LATER. Europe (Including Iceland and Greenland) Investments 5065200 East Asia and the Pacific Investments 15477000 20542200 20542200 true true true false true false SCHEDULE F, PART I, LINE 3 THE TOTAL REPORTED IN COLUMN (F) REPRESENTS THE MARKET VALUE OF THESE INVESTMENTS AS OF MARCH 31, 2017. ATL MASK BALL 1280919 1027619 253300 104158 36000 113142 NOLA MASK BALL 906556 756734 149822 73000 76822 65 11174788 7478989 3695799 911205 2784594 13362263 9263342 4098921 1015363 109000 2974558 4098921 1805 7TH STREET NW WASHINGTON DC DC 20001 true ALLEN UNIVERSITY 1530 HARDEN STREET COLUMBIA SC 29204 570341191 501(c)(3) 308271 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN BENEDICT COLLEGE HARDEN AND BAND STREETS COLUMBIA SC 29204 570314365 501(c)(3) 775281 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS BENNETT COLLEGE FOR WOMEN 900 E Washington St GREENSBORO NC 27401 560532296 501(c)(3) 464155 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS BETHUNE-COOKMAN UNIVERSITY 640 DR MARY MCLEOD BETHUNE BLVD DAYTONA BEACH FL 32114 590704726 501(c)(3) 751213 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS CLAFLIN UNIVERSITY 400 MAGNOLIA STREET ORANGEBURG SC 29115 570314374 501(c)(3) 1263848 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS CLARK ATLANTA UNIVERSITY 223 JAMES P BRAWLEY DRIVE ATLANTA GA 30314 581825259 501(c)(3) 1418433 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS DILLARD UNIVERSITY 2601 GENTILLY BLVD NEW ORLEANS LA 70122 720408929 501(c)(3) 1029189 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS EDWARD WATERS COLLEGE 1658 KINGS ROAD JACKSONVILLE FL 32209 591146751 501(c)(3) 554090 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS FISK UNIVERSITY 1000 17TH AVENUE NORTH NASHVILLE TN 37208 620202000 501(c)(3) 698168 197378 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS FLORIDA MEMORIAL UNIVERSITY 15800 NW 42ND AVENUE MIAMI FL 33054 590668483 501(c)(3) 943019 177375 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS HUSTON TILLOTSON UNIVERSITY 900 CHICON STREET AUSTIN TX 78702 741180151 501(c)(3) 710364 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS INTERDENOMINATIONAL THEOLOGICAL CENTER 700 MLK Jr Drive SW ATLANTA GA 30314 580814544 501(c)(3) 288676 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS JARVIS CHRISTIAN COLLEGE HIGHWAY 80 WEST PO BOX 1470 HAWKINS TX 75765 750995027 501(c)(3) 633167 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS JOHNSON C SMITH UNIVERSITY 100 BEATTIES FORD ROAD CHARLOTTE NC 28216 250983069 501(c)(3) 484911 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS LANE COLLEGE 545 LANE AVENUE JACKSON TN 38301 620570060 501(c)(3) 363817 199178 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, TECH ASSIST, ARTIFACT LEMOYNE OWEN COLLEGE 807 WALKER AVENUE MEMPHIS TN 38126 620475690 501(c)(3) 623039 193263 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, TECH ASSIST, ARTIFACT LIVINGSTONE COLLEGE 701 WEST MONROE STREET SALISBURY NC 28144 560603922 501(c)(3) 465455 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS MILES COLLEGE 5500 MYRON MASSEY BLVD FAIRFIELD AL 35064 630400608 501(c)(3) 438063 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, ARTIFACT MOREHOUSE COLLEGE 830 WESTVIEW DRIVE SW ATLANTA GA 30314 580566205 501(c)(3) 2194155 152409 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, ARTIFACT MORRIS COLLEGE 100 WEST COLLEGE STREET SUMTER SC 29150 576000734 501(c)(3) 329232 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, ARTIFACT OAKWOOD UNIVERSITY 7000 ADVENTIST Blvd NW HUNTSVILLE AL 35896 630366652 501(c)(3) 1506873 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS PAINE COLLEGE 1235 15TH STREET AUGUSTA GA 30901 237434499 501(c)(3) 350167 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS PHILANDER SMITH COLLEGE ONE TRUDDIE KIBBE REED DRIVE LITTLE ROCK AR 72202 710239729 501(c)(3) 540175 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, ARTIFACT RUST COLLEGE 150 RUST AVENUE HOLLY SPRINGS MS 38635 640303805 501(c)(3) 630241 179018 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, TECH ASSIST, ARTIFACT SAINT AUGUSTINE'S UNIVERSITY 1315 OAKWOOD AVENUE RALEIGH NC 27610 560547478 501(c)(3) 436633 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS SHAW UNIVERSITY 118 EAST SOUTH STREET RALEIGH NC 27611 560530235 501(c)(3) 448344 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, ARTIFACT SPELMAN COLLEGE 350 SPELMAN LANE SW ATLANTA GA 30314 580566243 501(c)(3) 3009835 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, ARTIFACT STILLMAN COLLEGE 3601 STILLMAN Blvd PO BOX 1430 TUSCALOOSA AL 35403 630315935 501(c)(3) 327128 177218 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, TECH ASSIST, ARTIFACT TALLADEGA COLLEGE 627 WEST BATTLE STREET TALLADEGA AL 35160 630288870 501(c)(3) 669779 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, ARTIFACT TEXAS COLLEGE 2404 NORTH GRAND AVENUE TYLER TX 75712 750917417 501(c)(3) 447908 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, ARTIFACT TOUGALOO COLLEGE 500 WEST COUNT LINE ROAD TOUGALOO MS 39174 640303093 501(c)(3) 879540 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, ARTIFACT TUSKEGEE UNIVERSITY CARNEGIE HALL 2ND FLOOR TUSKEGEE AL 36088 630288878 501(c)(3) 958577 196316 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, TECH ASSIST, ARTIFACT VIRGINIA UNION UNIVERSITY 1500 N Lombardy St RICHMOND VA 23220 540524516 501(c)(3) 391357 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, ARTIFACT VOORHEES COLLEGE 103 ACADEMIC CIRCLE DENMARK SC 29042 570329786 501(c)(3) 555649 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, ARTIFACT WILBERFORCE UNIVERSITY PO BOX 1001 WILBERFORCE OH 45384 310604719 501(c)(3) 666814 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS WILEY COLLEGE 711 WILEY AVENUE MARSHALL TX 75670 750818183 501(c)(3) 981957 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, ARTIFACT XAVIER UNIVERSITY ONE DREXEL DRIVE PO BOX 121 NEW ORLEANS LA 70125 720635884 501(c)(3) 1659716 83978 FMV AREA OFF.SUP GRANTS & SCHOLARSHIPS, ARTIFACT AMERICAN INDIAN GRADUATE CENTER SCHOLARS 3701 SAN MATEO BLVD NE SUITE 200 ALBUQUERQUE NM 87110 850477062 501(c)(3) 10957247 GRANTS & SCHOLARSHIPS ASIAN AND PACIFIC ISLANDER AMERICAN SCHOLARSHIP FU 2025 M STREET NW SUITE 610 WASHINGTON DC 20036 571192973 501(c)(3) 14590975 GRANTS & SCHOLARSHIPS HISPANIC SCHOLARSHIP FUND 55 SECOND STREET SUITE 1500 SAN FRANCISCO CA 94105 521051044 501(c)(3) 31191496 GRANTS & SCHOLARSHIPS ATLANTA UNIVERSITY CENTER PO BOX 92527 ATLANTA GA 30314 200950177 501(c)(3) 24627 FMV Bloomberg SUBSCRIP TECHNICAL ASSISTANCE The University of West Alabama UWA Station 3 Livingstone AL 35470 636001100 501(c)(3) 350000 Career Pathways Tennessee State University 343 3500 John Merrite Blvd Nashville TN 37209 620786119 501(c)(3) 550000 Career Pathways Norfolk State University 700 Park Avenue Suite 130 Norfolk VA 23504 237235954 501(c)(3) 550000 Career Pathways Morgan State University 1700 E Cloud Spring Lane Truth Hall 201 Baltimore MD 21251 237089143 501(c)(3) 550000 Career Pathways Lincoln University 820 Chestnut Street Jefferson City MO 65102 446001089 501(c)(3) 100000 Career Pathways Jackson State University PO Box 17065 Jackson MS 39217 646000507 501(c)(3) 150000 Career Pathways Fayetteville State University 1200 Murchinson Road Fayetteville NC 28301 561238736 501(c)(3) 450000 Career Pathways 48 Various scholarships 3434 42255634 Stipends, honorariums and fellowships 302 1380188 SCHEDULE I, PART 1, LINE 2 With each grant received UNCF develops guidelines for the disbursement of scholarship funds which are outlined in a grant agreement with the granting agency. The guidelines may include a combination of selection criteria to include: financial need, major, grade point average, residency, community service and other factors mutually agreed upon for each scholarship fund. Students apply for scholarships through UNCF's online application tool. Each applicant is reviewed based on the designated eligibility requirements for the scholarship. UNCF's online application includes a weighted scoring system to evaluate the applications. Items are weighted up to a total points system of 100 points. Academic performance (GPA), honors and awards, community service, paid employment, leadership activities and essays are items that are evaluated. UNCF follows agreed upon guidelines and timelines to monitor the use of funds. X X X X X true true false false false false false false false DR MICHAEL L LOMAX PRESIDENT AND CEO 441846 60000 80946 161770 28246 772808 MS AMMA FELIX VP - Strategy & Secretary 166938 11550 361 11763 667 191279 MS DESIREE C BOYKIN GENERAL LEGAL COUNSEL/ASST SEC 180736 11900 862 9100 18348 220946 MR EARLY REESE COO/ACTING CFO/TREASURER 321469 159300 31386 24800 8499 545454 25000 MS MALVINA ROLLINS KAY SVP/CFO/TREASURER 197203 0 78783 0 6121 282107 MR MAURICE E JENKINS EVP/CHIEF DEVELOPMENT OFFICER 255693 27000 21564 14713 8175 327145 MS LAJUAN LYLES SENIOR VP/HR & ADMINISTRATION 220795 15540 2190 15827 18438 272790 MR LAWRENCE GRIFFITH JR SVP, SCHOLARSHIPS & PROGRAMS 218538 15800 11195 16094 8458 270085 MS CHERYL SMITH SVP, PUBLIC POLICY & GOVT AFF 232725 25000 26098 16490 1170 301483 MR RICHARD M SHROPSHIRE VP, BRANDING, MRKTING, & COMM 189124 13300 981 0 8118 211523 DR BRIAN BRIDGES VP, RESEARCH & MEMBER ENGAGMNT 183651 28125 630 13529 22132 248067 MR ROBERT W RUCKER VP, IT & PROJ MGMT OFFICE 174143 8750 2559 0 1844 187296 MR FRED D MITCHELL VP DEVELOPMENT-NORTHERN REGION 164167 8500 4612 5171 22088 204538 Schedule J, Part I, Line 4A MALVINA KAY, CHIEF FINANCIAL OFFICER, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $76,667. THE PAYMENT WAS INCLUDED IN HER 2016 W-2 AND IS REFLECTED ON SCHEDULE J, PART II, COLUMN B(III) AS OTHER REPORTABLE COMPENSATION. Schedule J, Part I, Line 4B UNCF deferred $143,219 toward a non-qualified plan on behalf of Dr. Michael Lomax, President & CEO, in preparation for the next in-service bonus in 2017. A District of Columbia 536001131 000000000 2015-08-06 31565000 See Sch K Part VI false false false A 0 0 31565000 0 0 30933700 631300 0 0 0 0 0 2015 false true true true A false false false false 0 false false false false A false true false false false false 0 false 0 false false A false SCHEDULE K, PART I, LINE A, COLUMN F ADVANCE REFUNDING OF EXISTING 2010 BONDS ORIGINALLY ISSUED 12/23/2010. FORM 990, PART VI, SECTION A, LINE 6 Member Institutions comprise: 1)Allen University, 2) Benedict College 3)Bennett College 4)Bethune-Cookman University 5) Claflin University 6)Clark Atlanta University 7)Dillard University 8)Edward Waters College 9)Fisk University 10)Florida Memorial University 11) Huston-Tillotson University 12)Interdenominational Theological Center 13)Jarvis Christian College 14)Johnson C. Smith University 15)Lane College 16) LeMoyne-Owen College 17) Livingstone College 18) Miles College 19)Morehouse College 20) Morris College 21) Oakwood University 22) Paine College 23)Philander Smith College 24) Rust College 25) Saint Augustine University 26)Shaw University 27)Spelman College 28)Stillman College 29)Talladega College 30)Texas College 31)Tougaloo College 32)Tuskegee University 33) Virginia Union University 34) Voorhees College 35) Wilberforce University 36) Wiley College 37) Xavier University. FORM 990, PART VI, SECTION A, LINE 7A The 37 Member Institutions, via their proxies, elect all Directors to the Board. FORM 990, PART VI, SECTION B, LINE 11B The audit committee reviews Form 990 on behalf of the UNCF Board. A detailed review is also performed by management and UNCF's outside accountants. A copy of the completed Form 990 is electronically mailed to all Board Members for review before it is filed. FORM 990, PART VI, SECTION B, LINE 12C The Conflict of Interest Policy is distributed annually by the General Counsel to Board Members and employees. All are asked to sign and return a statement identifying any conflicting interests. Conflicts are reviewed by a Committee that includes the General Counsel, the Chief Financial Officer and Senior Vice President of Administration who then recommends the appropriate and necessary actions. FORM 990, PART VI, SECTION B, LINE 15 The role of the Human Resources and Compensation Committee of the Board of Directors is to discharge the Board's responsibilities relating to compensation of the UNCF's President and CEO, officers and key employees. The Committee is comprised of two (2) institutional directors and four (4) independent contractors of which the Chairperson holds one seat. The Committee utilizes comparability studies produced by an external compensation consulting firm to make their compensation assessments and decisions. The Committee manages the relationship with the consultant and has sole authority to retain and terminate their services. In executive session before the full Board, the Committee presents its findings, deliberates, and vote. FORM 990, PART VI, SECTION C, LINE 19 Governing documents such as the bylaws are available upon written or verbal request. Financial documents such as Form 990 and Audited Financial Statements are available from other websites such as Guide Star and upon written or verbal request. UNCF's conflict of policy is not available to the public. FORM 990, PART XII, LINE 2C With respect to the oversight of the audit, review and compilation of the financial statements of UNCF that responsibility rests with the Audit Committee of the Board of Directors. There were no changes in either the oversight or selection process.