ATHLETIC FOUNDATION OF THE UNIV OF NORTH CAROLINA AT CHARLOTTE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- ATHLETIC FOUNDATION OF THE UNIV OF NORTH CAROLINA AT CHARLOTTE (EIN 23-7050570)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-06
- IRS object ID
- 201641279349300249
- Schema version
- 2014v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-06T10:55:09-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 230 N ELM ST STE 1100 | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237050570 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ATHLETIC FOUNDATION OF THE UNIVERSITY | BusinessNameLine1Txt |
| Business Name Line2 | OF NORTH CAROLINA AT CHARLOTTE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ATHL | BusinessNameControlTxt |
| Phone | 7046875432 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9201 UNIVERSITY CITY BLVD REESE 412 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282230001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH HARDIN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 7046875432 | PhoneNum |
| Signature | 2016-05-05 | 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 | 3362724551 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL HUMMER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9201 UNIVERSITY CITY BLVD REESE 412 | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282230001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,711,017 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION IS TO ASSIST THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE IN (CONT. ON SCHEDULE O) (CONT. FROM PAGE 1) ITS GENERAL ATHLETIC PROGRAMS BY PROVIDING FINANCIAL AID TO STUDENT ATHLETES AND TO PROVIDE OTHER SUCH AID TO IMPROVE ATHLETIC FACILITIES AND FURTHER ATHLETIC OPERATIONS AND PROGRAMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 41 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 41 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $102,080 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $101,080 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,343,577 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,832,605 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $123,783 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $5,682 | PYInvestmentIncomeAmt |
| CY Investment Income | $62,177 | CYInvestmentIncomeAmt |
| PY Other Revenue | $461,054 | PYOtherRevenueAmt |
| CY Other Revenue | $124,846 | CYOtherRevenueAmt |
| PY Total Revenue | $2,934,096 | PYTotalRevenueAmt |
| CY Total Revenue | $4,019,628 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,187,462 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,243,194 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $54,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $458,596 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,117,446 | PYOtherExpensesAmt |
| CY Other Expenses | $1,002,026 | CYOtherExpensesAmt |
| PY Total Expenses | $3,358,908 | PYTotalExpensesAmt |
| CY Total Expenses | $2,245,220 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$424,812 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,774,408 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $29,562,786 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,678,097 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $49,424 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $246,830 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $29,513,362 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,431,267 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION IS TO ASSIST THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE IN ITS GENERAL ATHLETIC PROGRAMS BY PROVIDING FINANCIAL AID TO STUDENT ATHLETES AND TO PROVIDE OTHER SUCH AID TO IMPROVE ATHLETIC FACILITIES AND FURTHER ATHLETIC OPERATIONS AND PROGRAMS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $563,435 | ExpenseAmt |
| Grant | $529,688 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | DISBURSEMENTS TO UNC CHARLOTTE TO ENHANCE ACADEMIC AND ATHLETIC PROGRAMS INCLUDING CAPITAL PROJECTS. DISBURSEMENTS INCLUDED $520,000 TOWARD THE FOOTBALL INITIATIVE AND APPROXIMATELY $43,000 FOR GOLF PROGRAMS AND BALLFIELD IMPROVEMENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $983,046 | ExpenseAmt |
| Grant | $713,507 | GrantAmt |
| Revenue | $454 | RevenueAmt |
| Desc | SUPPORT TO UNC CHARLOTTE TO PROVIDE FUNDS FOR ATHLETIC DEPARTMENTAL OPERATIONS, SCHOLARSHIPS, OTHER FINANCIAL AID AND ADMINISTRATION OF ATHLETIC PROGRAMS INCLUDING MENS AND WOMENS BASKETBALL, SOCCER, BASEBALL, SOFTBALL, VOLLEYBALL, AND CHEERLEADING. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,546,481 | 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 | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 41 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 41 | 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 | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JANE JOHANSEN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7046875432 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9201 UNIVERSITY CITY BOULEVARD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 282230001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ELIZABETH BARNHARDT | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SADLER BARNHARDT | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GLENN BECKWORTH | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BOB BRANNON | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN BROWN | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DON BURGOON | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JERMAINE BURNS | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL CARLISTO | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS CHAMPION | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RON DAVISON | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| S MARK DOUGHTON | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GARY FLOUHOUSE | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID GAY | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAN GLOVER | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOE HANEL | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH HARDIN | ||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| TRACEY HILL | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNY JONES | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY LEAK | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBBIE LEWIS | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTA LONG | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CRYSTAL WILLIAMS MAYER | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS NEWSOME | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAT PALMQUIST | ||||||
| VICE PRESIDENT | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JACOB PHARES | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM PHILLIPS | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN L PRICE | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MITCHELL PUCKETT | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MIKE PUGH | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL REAVIS | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUDY ROSE | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RONALD RULE | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE SCHANTZ | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN SERIO | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES SIMMS | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NILES SORENSON | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| R NEIL STIKELEATHER | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAN VAN DYKE | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM WHITTAKER | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHELE WILLIAMSON | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL YOUNG | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL HUMMER | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $110,380 | $0 | $19,083 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $110,380 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $19,083 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARTWELLS DINING SERVICE | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9201 UNIVERSITY BLVD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CATERING | ServicesDesc |
| Compensation | $184,886 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $350,713 | FundraisingAmt |
| All Other Contributions | $3,481,892 | AllOtherContributionsAmt |
| Noncash Contributions | $946,512 | NoncashContributionsAmt |
| Total Contributions | $3,832,605 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,453 | TotalRevenueColumnAmt |
| Exclusion | $1,453 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $405,785 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $345,061 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $60,724 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,724 | TotalRevenueColumnAmt |
| Exclusion | $60,724 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $368,640 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $350,713 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $346,328 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,312 | TotalRevenueColumnAmt |
| Exclusion | $22,312 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARKING | Desc |
| Business | 812930 | BusinessCd |
| Total Revenue Column | $102,080 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $102,080 | UnrelatedBusinessRevenueAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $454 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $454 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $102,534 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,019,628 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $454 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $102,080 | UnrelatedBusinessRevenueAmt |
| Exclusion | $84,489 | 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 | $1,243,194 | TotalAmt |
| Program Services | $1,243,194 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,471 | TotalAmt |
| Fundraising | $1,471 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,214 | TotalAmt |
| Management And General | $20,214 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,380 | TotalAmt |
| Management And General | $81,380 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,660 | TotalAmt |
| Program Services | $816 | ProgramServicesAmt |
| Management And General | $32,633 | ManagementAndGeneralAmt |
| Fundraising | $269,211 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,239 | TotalAmt |
| Program Services | $10,000 | ProgramServicesAmt |
| Management And General | $7,239 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,807 | TotalAmt |
| Program Services | $36,774 | ProgramServicesAmt |
| Management And General | $81,350 | ManagementAndGeneralAmt |
| Fundraising | $183,683 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,370 | TotalAmt |
| Program Services | $67,082 | ProgramServicesAmt |
| Management And General | $3,705 | ManagementAndGeneralAmt |
| Fundraising | $583 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,730 | TotalAmt |
| Program Services | $145,687 | ProgramServicesAmt |
| Management And General | $12,859 | ManagementAndGeneralAmt |
| Fundraising | $3,184 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,299 | TotalAmt |
| Program Services | $11,299 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,580 | TotalAmt |
| Program Services | $31,629 | ProgramServicesAmt |
| Management And General | $563 | ManagementAndGeneralAmt |
| Fundraising | $388 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER MISCELLANEOUS | Desc |
| Total | $276 | TotalAmt |
| Management And General | $200 | ManagementAndGeneralAmt |
| Fundraising | $76 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,245,220 | TotalAmt |
| Program Services | $1,546,481 | ProgramServicesAmt |
| Management And General | $240,143 | ManagementAndGeneralAmt |
| Fundraising | $458,596 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,764,118 | BOYAmt |
| EOY | $8,904,301 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,659,353 | BOYAmt |
| EOY | $9,790,200 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,225 | BOYAmt |
| EOY | $69,287 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,330 | BOYAmt |
| EOY | $15,400 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,833 | BOYAmt |
| EOY | $1,979 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $395,460 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $56,493 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $350,265 | BOYAmt |
| EOY | $338,967 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,543,798 | BOYAmt |
| EOY | $13,375,793 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,864 | BOYAmt |
| EOY | $182,170 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,562,786 | BOYAmt |
| EOY | $32,678,097 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,424 | BOYAmt |
| EOY | $246,830 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,424 | BOYAmt |
| EOY | $246,830 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,132,522 | BOYAmt |
| EOY | $6,726,812 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,949,323 | BOYAmt |
| EOY | $19,248,837 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,431,517 | BOYAmt |
| EOY | $6,455,618 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,513,362 | BOYAmt |
| EOY | $32,431,267 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,562,786 | BOYAmt |
| EOY | $32,678,097 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,774,408 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,046,303 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $83,634 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $13,560 | 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 | $4,781,562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,156,858 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,130,059 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,843,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,932,605 | CurrentTaxYearAmt |
| Total | $18,844,661 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,781,562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,156,858 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,130,059 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,843,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,932,605 | CurrentTaxYearAmt |
| Total | $18,844,661 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,768,109 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,076,552 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $46,539 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,312 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,227 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $436 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,453 | CurrentTaxYearAmt |
| Total | $75,967 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $102,080 | CurrentTaxYearAmt |
| Total | $102,080 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $19,284 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,158 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,550 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $454 | CurrentTaxYearAmt |
| Total | $34,446 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $19,057,154 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,427,842 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58120 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62850 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,766,068 | BeginningYearBalanceAmt |
| Contributions | $252,252 | ContributionsAmt |
| Investment Earnings Or Losses | $1,037,825 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $291,960 | OtherExpendituresAmt |
| Administrative Expenses | $32,440 | AdministrativeExpensesAmt |
| End Year Balance | $13,731,745 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,738,719 | BeginningYearBalanceAmt |
| Contributions | -$336,293 | ContributionsAmt |
| Investment Earnings Or Losses | $1,702,273 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $338,631 | OtherExpendituresAmt |
| End Year Balance | $12,766,068 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,387,858 | BeginningYearBalanceAmt |
| Contributions | -$450,437 | ContributionsAmt |
| Investment Earnings Or Losses | $1,078,260 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $276,962 | OtherExpendituresAmt |
| End Year Balance | $11,738,719 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,268,147 | BeginningYearBalanceAmt |
| Contributions | $3,293,699 | ContributionsAmt |
| Investment Earnings Or Losses | $74,642 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $248,630 | OtherExpendituresAmt |
| End Year Balance | $11,387,858 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,391,125 | BeginningYearBalanceAmt |
| Contributions | $14,198 | ContributionsAmt |
| Investment Earnings Or Losses | $998,588 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $81,041 | OtherExpendituresAmt |
| Administrative Expenses | $54,723 | AdministrativeExpensesAmt |
| End Year Balance | $8,268,147 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.33460 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.41900 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24640 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $395,460 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,493 | DepreciationAmt |
| Book Value | $338,967 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $338,967 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNCCIF EXTERNAL INVESTMENT POOL | Desc |
| Book Value | $13,375,793 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $13,375,793 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,140,160 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,046,303 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $714,341 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $13,560 | OtherRevenueAmt |
| Revenue Not Reported | $1,774,204 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,365,956 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$346,328 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$346,328 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,019,628 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,222,255 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $630,707 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $346,328 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $977,035 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,245,220 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,245,220 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | ENDOWMENTS ARE USED TO SUPPORT ATHLETIC SCHOLARSHIPS, ATHLETIC FACILITIES, AND ATHLETIC PROGRAMS AND OPERATIONS. |
| PART X, LINE 2: | THE FOUNDATION 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, 2015 AND 2014. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN CASH SURRENDER VALUE 12,178. CHANGE IN VALUE OF CONTRIBUTIONS RECEIVABLE FROM TRUSTS 1,382. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE INCLUDED ON FORM 990 PART VIII -346,328. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE INCLUDED ON FORM 990 PART VIII 346,328. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AUCTION | Event1Nm |
| Gross Receipts Event1 | $330,385 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $50,065 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $280,320 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $28,496 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $38,819 | OtherDirectExpensesEvent1Amt |
| Event2 | GOLF TOURNAMENTS | Event2Nm |
| Gross Receipts Event2 | $233,757 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $147,122 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $86,635 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $18,789 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $260,223 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $564,142 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $197,187 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $366,955 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $47,285 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $299,042 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $346,327 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $20,628 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9201 UNIVERSITY CITY BLVD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 560791228 | RecipientEIN |
| Cash Grant | $1,057,398 | CashGrantAmt |
| Non Cash Assistance | $185,796 | NonCashAssistanceAmt |
| Valuation Method Used | FAIR MARKET VALUE | ValuationMethodUsedDesc |
| Non Cash Assistance | TELECOM EQUIPMENT, FURNITURE, & DECORATIVE ENHANCEMENTS OF SPORTS FACILITIES | NonCashAssistanceDesc |
| Purpose Of Grant | IMPROVEMENT OF ATHLETIC FACILITIES | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $109,353 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET QUOTATION | MethodOfDeterminingRevenuesTxt |
Collectibles CollectiblesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $154,102 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $117,587 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | AUCTION EVENT INVENTORY | 1594 | $369,676 | RETAIL VALUE |
| Yes (X) | OFFICE SUPPLIES | 1 | $14,186 | RETAIL VALUE |
| 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 (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD INCLUDES SEVERAL EX-OFFICIO MEMBERS FROM THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE. IN ADDITION, THE CHANCELLOR APPOINTS ONE BOARD MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE INTERNAL REVIEW PROCESS IS COORDINATED AND REVIEWD BY TREASURY SERVICES. AFTER IT IS RELEASED FROM THE INTERNAL REVIEW PROCESS, THE FORM 990 IS FORWARDED TO THE DESIGNATED OFFICER TO DISTRIBUTE TO EACH BOARD MEMBER OF THE GOVERNING BODY OF THE OF THE ORGANIZATION. THE BOARD IS ALLOWED SUFFICIENT TIME TO RESPOND TO THE ORGANIZATION WITH QUESTIONS. ONCE THESE QUESTIONS, IF ANY, ARE ANSWERED, THE TAX RETURN IS RELEASED TO BE ELECTRONICALLY FILED. THIS PROCESS USES ELECTRONIC FILE TRANSFERS FOR THE RETURN WITH QUESTIONS AND ANSWERS EXCHANGED BETWEEN THE FULL BOARD VIA EMAIL AND/OR TELECONFERENCING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION MAILED QUESTIONNAIRES TO BOARD MEMBERS AND THE RETURNED DOCUMENTS WERE REVIEWED BY THE ORGANIZATION TO DETERMINE ANY INSTANCES OF A CONFLICT OF INTEREST. A FORMAL POLICY HAS BEEN APPROVED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY VARIOUS METHODS. THE AUDITED FINANCIAL STATEMENTS FOR THE ATHLETIC FOUNDATION ARE SEPARATELY PRESENTED AND ARE PROVIDED UPON REQUEST. |
| PART VII, SECTION A, LINE 1 | MICHAEL HUMMER IS COMPENSATED BY AN UNRELATED ORGANIZATION FOR SERVICES RENDERED TO THE REPORTING ORGANIZATION. |
| FORM 990, PART IX, LINE 11G | ATHLETIC CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 20,633. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,633. FOOD SERVICE FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 269,211. TOTAL EXPENSES 269,211. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 816. MANAGEMENT AND GENERAL EXPENSES 12,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,816. |
| FORM 990, PART XI, LINE 9: | CHANGE IN CASH SURRENDER VALUE 12,178. CHANGE IN VALUE OF CONTRIBUTIONS RECEIVABLE FROM TRUSTS 1,382. |
| FORM 990, PART XII, LINE 2C, AUDIT COMMITTEE: | THE AUDIT COMMITTEE'S PROCESS OF AUDIT EVALUATION HAS NOT CHANGED SINCE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9201 UNIVERSITY CITY BLVD | AddressLine1Txt |
| City | CHARLOTTE | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 28223 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 562276950 | EIN |
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |