UNIVERSITY RADIO FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY RADIO FOUNDATION INC (EIN 56-1803808)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202411369349309771
- Schema version
- 2022v5.0
- 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 | 2024-05-15T14:26:18-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | 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 | 2022-07-01 | 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 | JU-DON MARSHALL | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 7045499323 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JU-DON | PersonFirstNm |
| Person Last | MARSHALL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAULA P TILLEY | PreparerPersonNm |
| PTIN | P00051456 | PTIN |
| Phone | 7043770239 | PhoneNum |
| Preparation | 2024-05-10 | 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 | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | 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 | JU-DON MARSHALL | 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 | $7,640,081 | 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 | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 67 | TotalEmployeeCnt |
| Total Volunteers | 41 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,591,665 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,935,407 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $97,911 | PYInvestmentIncomeAmt |
| CY Investment Income | $118,345 | CYInvestmentIncomeAmt |
| PY Other Revenue | $7,994 | PYOtherRevenueAmt |
| CY Other Revenue | $1,679 | CYOtherRevenueAmt |
| PY Total Revenue | $7,697,570 | PYTotalRevenueAmt |
| CY Total Revenue | $7,055,431 | 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 | $4,713,743 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,653,691 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $653,019 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $304,151 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,021,565 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,506,598 | PYOtherExpensesAmt |
| CY Other Expenses | $2,821,151 | CYOtherExpensesAmt |
| PY Total Expenses | $7,873,360 | PYTotalExpensesAmt |
| CY Total Expenses | $8,778,993 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$175,790 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,723,562 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,517,172 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,061,863 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $553,826 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,566,070 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,963,346 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,495,793 | 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 | $4,296,874 | ExpenseAmt |
| Desc | WFAE IS A MAJOR SOURCE OF NEWS AND INFORMATION FOR THE CHARLOTTE REGION AND ONE OF THE COUNTRY'S LEADING PUBLIC RADIO STATIONS. WFAE'S MISSION IS TO CREATE A MORE KNOWLEDGEABLE AND ENGAGED COMMUNITY GROUNDED IN OUR SHARED HUMANITY. OUR VISION IS ACHIEVED THROUGH JOURNALISM THAT INFORMS, ENRICHES AND INSPIRES. IN MEASURE OF OUR ADVANCING OUR MISSION AND VISION, FY23 WAS A SUCCESSFUL YEAR.FINANCIALLY SPEAKING, FY23 WAS A CHALLENGING YEAR FOR WFAE. THE SPIKE IN CONTRIBUTIONS FROM FY22 DID NOT REPEAT IN FY23. CORPORATE UNDERWRITING CONTINUED TO DECLINE FROM FY19 LEVELS AS CORPORATIONS REDUCED THE MARKETING DOLLARS SPENT WITH PUBLIC AND COMMERCIAL RADIO STATIONS.SIGNIFICANT PERSONNEL CHANGES:- WFAE INTERNALIZED MANAGEMENT OF CORPORATE UNDERWRITING SALES IN JANUARY 2022. FY23 RESULTS PRESENT FULL YEAR COSTS.- JOE O'CONNOR RESIGNED AS WFAE'S CEO / PRESIDENT IN MARCH 2023.- JU-DON MARSHALL WAS APPOINTED CEO / PRESIDENT IN APRIL 2023.- WFAE IMPLEMENTED A HIRING FREEZE IN DECEMBER 2022 FOR ALL NON-REVENUE PRODUCING POSITIONS. ANY ATTRITION AT WFAE HAS BEEN ABSORBED (NO REPLACEMENT REHIRES).- JOURNALIST REPRESENTED BY SAG AFTRA PETITIONED FOR COLLECTIVE BARGAINING (DECEMBER 2022). WE REACHED AN AGREEMENT THAT WAS FINALIZED FEBRUARY 1, 2024, EFFECTIVE DECEMBER 20, 2023.PROGRAMMING HIGHLIGHTSWFAE'S NEWSROOM SPENT THE LATTER HALF OF FY23 EXPLORING CHARLOTTE'S "CORRIDORS OF OPPORTUNITY" - SIX DIVERSE, ECONOMICALLY-DISADVANTAGED PARTS OF EAST, WEST AND NORTH CHARLOTTE. THESE CORRIDORS ARE DESIGNATED BY THE CITY AS FOCUS AREAS FOR INVESTMENT. FROM JANUARY TO JUNE, THE NEWSROOM PRODUCED MORE THAN 30 STORIES THAT LOOKED AT THE ACCOMPLISHMENTS, CHALLENGES, PLANS AND THE PEOPLE WHO CALL THESE AREAS HOME. "CHARLOTTE TALKS" CONTINUED ITS LONG TRADITION AS THE 'TALK SHOW OF RECORD' FOR THE REGION. HOST MIKE COLLINS HAD CONVERSATIONS WITH EXPERTS, POLITICIANS, AUTHORS AND OTHERS ABOUT TOPICS SUCH AS AI, THE MIDTERM ELECTIONS, PROCESSING TRAUMA AND CHARLOTTE'S CULINARY SCENE. THE SHOW CONTINUED ITS REGULAR CONVERSATIONS WITH LOCAL REPORTERS FOR A WEEKLY NEWS ROUNDUP AND MONTHLY CHECK-INS WITH THE MAYOR OF CHARLOTTE. THE SHOW ALSO PRODUCED "LIVING IN CHARLOTTE" SERIES THAT FOCUSED ON THE MOST FREQUENTLY ASKED QUESTIONS BY NEWCOMERS AND NOT-SO-NEWCOMERS ABOUT THE QUEEN CITY. REPORTER STEVE HARRISON DELVED INTO ISSUES SUCH AS THE MIDTERM ELECTIONS, TRANSPORTATION AND ECONOMIC DEVELOPMENT. HE CO-HOSTED WFAE'S "INSIDE POLITICS" PODCAST THAT EXPLORED THE ISSUES THAT WERE CONNECTING WITH VOTERS AND OTHER ISSUES ON THE CAMPAIGN TRAIL. STEVE HARRISON AND LISA WORF PRODUCED "FALLING SHORT," A THREE-PART SERIES ABOUT WHY DEMOCRATS KEEP LOSING MOST STATEWIDE RACES." THE SERIES WON SEVERAL AWARDS INCLUDING A NATIONAL MURROW AWARD. REPORTER ANN DOSS HELMS REPORTED ON LOCAL AND STATE EDUCATION ISSUES. CLOSE TO HOME, THERE WERE STORIES ABOUT THE SEARCH FOR A NEW CHARLOTTE-MECKLENBURG SCHOOLS SUPERINTENDENT, STAFF SHORTAGES AND RETENTION, AND STUDENT ASSIGNMENT BOUNDARIES. ON A STATE LEVEL, ANN LOOKED AT THE EFFECTS OF VOUCHER PLANS AND STATE TESTING SCORES. WITH GRANTS FROM THE SALAMANDER AND 1EARTH FUNDS, WFAE CONTINUED ITS CLIMATE COVERAGE. REPORTER DAVID BORAKS EXAMINED HOW CLIMATE CHANGE AFFECTS THE CAROLINAS. HIS STORIES FOCUSED ON AIR QUALITY, NORTH CAROLINA'S WOOD PELLET INDUSTRY, HOW EVS ARE CHANGING THE CAR LANDSCAPE, AND ENERGY EFFICIENCY REGULATIONS. "FRACTURED" EXAMINED HOW NORTH CAROLINA'S MENTAL HEALTH AND CRIMINAL JUSTICE SYSTEMS ARE FAILING THE MENTALLY ILL. THE 10-PART SERIES WAS A CULMINATION OF A YEARLONG INVESTIGATION THAT INCLUDED CONTACTING THE COURTHOUSE AND JAIL IN EACH OF NORTH CAROLINA'S 100 COUNTIES. AFTER THE SERIES, WFAE HOSTED A COMMUNITY FORUM WITH PANELISTS INCLUDING KODY KINSELY, SECRETARY OF THE NORTH CAROLINA DEPARTMENT OF HEALTH AND HUMAN SERVICES; SPENCER MERRIWEATHER, MECKLENBURG COUNTY DISTRICT ATTORNEY; RICHARD WELLS, AN ATTORNEY IN GUILFORD COUNTY'S PUBLIC DEFENDER'S OFFICE; AND DANA MILLER ERVIN, REPORTER FOR "FRACTURED." CURRENTLY, WFAE IS WORKING WITH FRONTLINE, PARTNER AND FUNDER FOR THE "FRACTURED" SERIES, ON A DOCUMENTARY. THE NEWSROOM PRODUCED STORIES AND LOOKED AT RACE AND EQUITY INCLUDING A PROGRAM THAT SERVES TEENS AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, HOW THE END OF TITLE 42 IMPACTS LOCAL SCHOOLS, HOW A BOUTIQUE OWNER BECAME A VIRAL SENSATION OFFERING PLUS-SIZE OPTIONS, AND THE RIGHTS OF TRANSGENDERED CHILDREN IN NORTH CAROLINA.OUR EQUALIBRIUM LIVE SERIES HOSTED FIVE EVENTS:- MENTAL HEALTH CONVERSATIONS (VIRTUAL SERIES OF EVENTS)- THE GROWING IMPACT AND INFLUENCE OF LATINOS ON THE CHARLOTTE AREA- DISABILITY AWARENESS AND ACCESSIBILITY IN CHARLOTTE- THE POWER OF BLACK STORYTELLING- ADVANCING MATERNAL HEALTH EQUITYTHE "SOUTHBOUND" PODCAST CONTINUED TO TALK WITH PEOPLE WHO WERE BORN AND RAISED IN THE SOUTH. HOST TOMMY TOMLINSON SPOKE WITH SOUTHERNERS FROM ALL WALKS OF LIFE - FROM AUTHORS AND SPORTS WRITERS TO MUSICIANS AND COMEDIANS. SENIOR EDITOR SARAH MOBLEY SMITH AND COMMUNITY ENGAGEMENT PRODUCER DANTE MILLER WERE SELECTED TO PARTICIPATE IN "UPWARD:NC," A LEADERSHIP DEVELOPMENT PROGRAM FOR JOURNALISTS OF COLOR. THE NATIONAL ASSOCIATION OF HISPANIC PUBLICATIONS RECOGNIZED REPORTERS LAURA BRACHE AND MARIA RAMIREZ URIBE FOR ARTICLES THEY PRODUCED AS PART OF AN ONGOING PARTNERSHIP BETWEEN LA NOTICIA AND WFAE. JU-DON MARSHALL, WFAE'S CHIEF CONTENT OFFICER AND EXECUTIVE VICE PRESIDENT, WAS NAMED ONE OF THE LEADERS SHAPING CHARLOTTE BY QCITY METRO. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $471,418 | ExpenseAmt |
| 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 | $267,861 | 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 | $5,036,153 | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | 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 | 0 | 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 | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 67 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | 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 (35 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 2022 & MEMBER 2023 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NICK WHARTON | |||||||
| BOARD VICE CHAIR 2022 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANGELA OLIVER | |||||||
| SECRETARY 2022 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GLENN STEWART | |||||||
| BOARD MEMBER 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRIS CICOLETTI | |||||||
| TREASURER 2022 & BOARD MEMBER 2023 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MEG WHALEN | |||||||
| BOARD MEMBER 2022 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK ETHRIDGE | |||||||
| BOARD MEMBER 2022 & 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL FREESTONE | |||||||
| BOARD MEMBER 2022 & 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN CLODFELTER | |||||||
| BOARD MEMBER 2022 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RIAZ BHAMANI | |||||||
| BOARD MEMBER 2022 & 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY TABOR ENGEL | |||||||
| BOARD MEMBER 2022 & 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON BLALOCK | |||||||
| BOARD MEMBER 2022 & 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY NORWOOD | |||||||
| BOARD MEMBER 2022 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DICK SESLER | |||||||
| BOARD MEMBER 2022 & 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GENE COCHRANE | |||||||
| BOARD MEMBER 2022 & 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANA QUARRY | |||||||
| BOARD MEMBER 2022 & 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW SOCHA | |||||||
| BOARD MEMBER 2022 & TREASURER 2023 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NICHELLE LEVY | |||||||
| BOARD MEMBER 2022 & 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH SCHINDLER | |||||||
| BOARD MEMBER 2022 & 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTOFFER SHEPARD | |||||||
| BOARD MEMBER 2022 & 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHLEEN PRICE | |||||||
| BOARD MEMBER 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GRAY DYER | |||||||
| BOARD MEMBER 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN CLEGHORN | |||||||
| BOARD MEMBER 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENN STUART | |||||||
| BOARD MEMBER 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA MEYER WELLMAN | |||||||
| BOARD MEMBER 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER BEIGHTLEY | |||||||
| BOARD MEMBER 2022 & SECRETARY 2023 | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANNA CAULKINS | |||||||
| BOARD MEMBER 2023 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUGLAS HANDY | |||||||
| CHIEF OP & FINANCIAL OFFIC | 40.00 | Yes (X) | $150,190 | $0 | $1,225 | ||
| JU-DON MARSHALL | |||||||
| PRESIDENT & CEO (3/6/23-CURRENT) | 40.00 | Yes (X) | $181,488 | $0 | $19,550 | ||
| H JOSEPH O' CONNOR | |||||||
| PRESIDENT AND CEO THROUGH 3/6/23 | 40.00 | Yes (X) | $228,121 | $0 | $22,065 | ||
| DEBRA TURNER BAILEY | |||||||
| CHIEF PEOPLE OFFICER | 40.00 | $139,903 | $0 | $7,299 | Yes (X) | ||
| JOBIE SPRINKLE | |||||||
| DIRECTOR OF IT/ENGINEERING | 40.00 | $117,878 | $0 | $15,467 | Yes (X) | ||
| JEFF BUNDY | |||||||
| EXEC DIR - BRANDING | 40.00 | $120,847 | $0 | $11,578 | Yes (X) | ||
| PENDA HOWELL | |||||||
| CHIEF REVENUE OFFICER | 40.00 | $143,844 | $0 | $5,329 | Yes (X) | ||
| LISA GERGELY | |||||||
| CORPORATE DEVELOPMENT MANAGER | 40.00 | $109,420 | $0 | $6,394 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,191,691 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $88,907 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | 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 | $238,097 |
| ALLEGIANCE FUNDRAISING LLC | |||||
| PO BOX 9312 | FARGO | ND | 58106 | MAIL SOLICITATION | $199,628 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $384 | FundraisingAmt |
| Government Grants | $421,587 | GovernmentGrantsAmt |
| All Other Contributions | $6,513,436 | AllOtherContributionsAmt |
| Noncash Contributions | $83,257 | NoncashContributionsAmt |
| Total Contributions | $6,935,407 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $125,304 | TotalRevenueColumnAmt |
| Exclusion | $125,304 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $800 | 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 | $800 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $800 | TotalRevenueColumnAmt |
| Exclusion | $800 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $564,917 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $571,876 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$6,959 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,959 | TotalRevenueColumnAmt |
| Exclusion | -$6,959 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $384 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $12,774 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$12,774 | TotalRevenueColumnAmt |
| Exclusion | -$12,774 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DATA CHANNELS | 519200 | $9,486 | $9,486 |
| MISCELLANEOUS REVENUE | 900099 | $4,167 | $4,167 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $13,653 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,055,431 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $13,653 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $106,371 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $734,702 | TotalAmt |
| Program Services | $338,358 | ProgramServicesAmt |
| Management And General | $204,486 | ManagementAndGeneralAmt |
| Fundraising | $191,858 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,061,366 | TotalAmt |
| Program Services | $2,243,240 | ProgramServicesAmt |
| Management And General | $888,580 | ManagementAndGeneralAmt |
| Fundraising | $929,546 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,269 | TotalAmt |
| Program Services | $93,607 | ProgramServicesAmt |
| Management And General | $25,194 | ManagementAndGeneralAmt |
| Fundraising | $5,468 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,541 | TotalAmt |
| Program Services | $237,197 | ProgramServicesAmt |
| Management And General | $67,054 | ManagementAndGeneralAmt |
| Fundraising | $82,290 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,813 | TotalAmt |
| Program Services | $186,237 | ProgramServicesAmt |
| Management And General | $83,743 | ManagementAndGeneralAmt |
| Fundraising | $76,833 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,895 | TotalAmt |
| Management And General | $93,895 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,515 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
| Management And General | $74,015 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,371 | TotalAmt |
| Management And General | $25,371 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,151 | TotalAmt |
| Fundraising | $304,151 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,215 | TotalAmt |
| Management And General | $12,215 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,211 | TotalAmt |
| Program Services | $112,347 | ProgramServicesAmt |
| Fundraising | $10,864 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,927 | TotalAmt |
| Program Services | $6,721 | ProgramServicesAmt |
| Management And General | $111 | ManagementAndGeneralAmt |
| Fundraising | $43,095 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,082 | TotalAmt |
| Program Services | $5,875 | ProgramServicesAmt |
| Management And General | $7,836 | ManagementAndGeneralAmt |
| Fundraising | $5,371 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,816 | TotalAmt |
| Program Services | $80,191 | ProgramServicesAmt |
| Management And General | $15,247 | ManagementAndGeneralAmt |
| Fundraising | $44,378 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $596,794 | TotalAmt |
| Program Services | $416,711 | ProgramServicesAmt |
| Management And General | $78,696 | ManagementAndGeneralAmt |
| Fundraising | $101,387 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,407 | TotalAmt |
| Program Services | $35,015 | ProgramServicesAmt |
| Management And General | $45,945 | ManagementAndGeneralAmt |
| Fundraising | $13,447 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,789 | TotalAmt |
| Program Services | $1,157 | ProgramServicesAmt |
| Management And General | $30,377 | ManagementAndGeneralAmt |
| Fundraising | $5,255 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,476 | TotalAmt |
| Management And General | $4,476 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,880 | TotalAmt |
| Program Services | $84,887 | ProgramServicesAmt |
| Management And General | $2,315 | ManagementAndGeneralAmt |
| Fundraising | $3,678 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,797 | TotalAmt |
| Program Services | $25,129 | ProgramServicesAmt |
| Management And General | $22,703 | ManagementAndGeneralAmt |
| Fundraising | $4,965 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM FEES | $1,046,662 | $1,046,662 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $133,828 | $89,207 | $26,034 | $18,587 |
| BANK AND TRANSACTION FE | $103,154 | $40 | $11,814 | $91,300 |
| MISCELLANEOUS | $63,305 | $19,647 | $0 | $43,658 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,027 | TotalAmt |
| Program Services | $11,425 | ProgramServicesAmt |
| Management And General | $1,168 | ManagementAndGeneralAmt |
| Fundraising | $45,434 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,778,993 | TotalAmt |
| Program Services | $5,036,153 | ProgramServicesAmt |
| Management And General | $1,721,275 | ManagementAndGeneralAmt |
| Fundraising | $2,021,565 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,347,983 | BOYAmt |
| EOY | $338,242 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $386,192 | BOYAmt |
| EOY | $387,181 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,035 | BOYAmt |
| EOY | $244,119 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,437 | BOYAmt |
| EOY | $91,086 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,174,470 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,809,960 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $390,152 | BOYAmt |
| EOY | $364,510 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,052,386 | BOYAmt |
| EOY | $4,417,092 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,987 | BOYAmt |
| EOY | $1,219,633 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,517,172 | BOYAmt |
| EOY | $7,061,863 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $446,617 | BOYAmt |
| EOY | $469,635 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,209 | BOYAmt |
| EOY | $194,458 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $502,316 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,399,661 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $553,826 | BOYAmt |
| EOY | $2,566,070 | 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 | $5,302,924 | BOYAmt |
| EOY | $3,805,678 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $660,422 | BOYAmt |
| EOY | $690,115 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,963,346 | BOYAmt |
| EOY | $4,495,793 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,517,172 | BOYAmt |
| EOY | $7,061,863 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,723,562 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $259,592 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$3,583 | 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 | $6,915,759 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,259,833 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,771,239 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,591,665 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,935,407 | CurrentTaxYearAmt |
| Total | $36,473,903 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,915,759 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,259,833 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,771,239 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,591,665 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,935,407 | CurrentTaxYearAmt |
| Total | $36,473,903 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $674,634 | SubstantialContributorsTotAmt |
| Public Support Total170 | $35,799,269 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $159,283 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $131,891 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $109,788 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $105,741 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,104 | CurrentTaxYearAmt |
| Total | $632,807 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $37,106,710 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $13,653 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.96480 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98180 | 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 | $70,095 | OtherCostOrOtherBasisAmt |
| Depreciation | $70,095 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $130,687 | OtherCostOrOtherBasisAmt |
| Depreciation | $92,903 | DepreciationAmt |
| Book Value | $37,784 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,835,639 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,543,584 | DepreciationAmt |
| Book Value | $292,055 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $109,617 | OtherCostOrOtherBasisAmt |
| Depreciation | $103,378 | DepreciationAmt |
| Book Value | $6,239 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $364,510 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SALES TAX RECEIVABLE | $9,110 |
| RIGHT-OF-USE ASSET | $1,210,523 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,219,633 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LEASE LIABILITY - BUILDINGS | $1,328,084 |
| LEASE LIABILITY- EQUIPMENT | $71,577 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,399,661 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,384,341 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $259,592 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $68,759 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $12,774 | OtherRevenueAmt |
| Revenue Not Reported | $341,125 | RevenueNotReportedAmt |
| Revenue Subtotal | $7,043,216 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $12,215 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $12,215 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,055,431 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,851,894 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $72,342 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $12,774 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $85,116 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,766,778 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $12,215 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $12,215 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,778,993 | 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, 2023 AND 2022. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 12,774. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 12,774. |
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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| ALLEGIANCE FUNDRAISING LLC | ||||||||
| PO BOX 9132 | FARGO | ND | 58106 | MAIL SOLICITATIONS | 0 | $570,785 | $133,081 | $437,704 |
| FALCON FUNDRAISING INCORPORATED | ||||||||
| 1690 WATERTOWER PLACE SUITE 400A | EAST LANSING | MI | 48823 | TELEMARKETING | 0 | $264,479 | $48,982 | $215,497 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $835,264 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $182,063 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $653,201 | TotalNetToOrganizationAmt |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
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 THROUGH 3/6/23 | $208,121 | $0 | $20,000 | $0 | $0 | $0 | $13,113 | $0 | $8,952 | $0 | $250,186 | $0 | $0 | $0 |
| JU-DON MARSHALL | ||||||||||||||
| PRESIDENT & CEO (3/6/23-CURRENT) | $166,488 | $0 | $15,000 | $0 | $0 | $0 | $10,644 | $0 | $8,906 | $0 | $201,038 | $0 | $0 | $0 |
| DOUGLAS HANDY | ||||||||||||||
| CHIEF OP & FINANCIAL OFFIC | $148,190 | $0 | $2,000 | $0 | $0 | $0 | $373 | $0 | $852 | $0 | $151,415 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $52,921 | 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 | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30,336 | 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 1A | 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. |