2016-05-06T10:55:09-05:00 2015-06-30 420714325 RSM US LLP 230 N ELM ST STE 1100 GREENSBORO NC 27401 990 2014-07-01 237050570 ATHLETIC FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE ATHL 7046875432 9201 UNIVERSITY CITY BLVD REESE 412 CHARLOTTE NC 282230001 ELIZABETH HARDIN TREASURER 7046875432 2016-05-05 1 ADRIENNE MCKINNEY P00819656 3362724551 2014 2016-08-17 19:52:53Z MICHAEL HUMMER 9201 UNIVERSITY CITY BLVD REESE 412 CHARLOTTE NC 282230001 4711017 0 X N/A X 1969 NC 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. 41 41 0 0 102080 101080 2343577 3832605 123783 0 5682 62177 461054 124846 2934096 4019628 2187462 1243194 0 0 0 0 54000 0 458596 1117446 1002026 3358908 2245220 -424812 1774408 29562786 32678097 49424 246830 29513362 32431267 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. 0 0 563435 529688 0 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. 983046 713507 454 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. 1546481 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 2 0 0 1 1 0 0 0 0 1 1 0 0 X 41 41 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NC X JANE JOHANSEN 7046875432 9201 UNIVERSITY CITY BOULEVARD CHARLOTTE NC 282230001 X ELIZABETH BARNHARDT INDIVIDUAL TRUSTEE 1.00 X 0 0 0 SADLER BARNHARDT VICE PRESIDENT 1.00 X X 0 0 0 GLENN BECKWORTH INDIVIDUAL TRUSTEE 1.00 X 0 0 0 BOB BRANNON INDIVIDUAL TRUSTEE 1.00 X 0 0 0 KEVIN BROWN INDIVIDUAL TRUSTEE 1.00 X 0 0 0 DON BURGOON INDIVIDUAL TRUSTEE 1.00 X 0 0 0 JERMAINE BURNS INDIVIDUAL TRUSTEE 1.00 X 0 0 0 MICHAEL CARLISTO INDIVIDUAL TRUSTEE 1.00 X 0 0 0 DENNIS CHAMPION INDIVIDUAL TRUSTEE 1.00 X 0 0 0 RON DAVISON INDIVIDUAL TRUSTEE 1.00 X 0 0 0 S MARK DOUGHTON INDIVIDUAL TRUSTEE 1.00 X 0 0 0 GARY FLOUHOUSE INDIVIDUAL TRUSTEE 1.00 X 0 0 0 DAVID GAY INDIVIDUAL TRUSTEE 1.00 X 0 0 0 JAN GLOVER INDIVIDUAL TRUSTEE 1.00 X 0 0 0 JOE HANEL INDIVIDUAL TRUSTEE 1.00 X 0 0 0 ELIZABETH HARDIN TREASURER 1.00 X X 0 0 0 TRACEY HILL INDIVIDUAL TRUSTEE 1.00 X 0 0 0 JENNY JONES INDIVIDUAL TRUSTEE 1.00 X 0 0 0 JEFFREY LEAK INDIVIDUAL TRUSTEE 1.00 X 0 0 0 ROBBIE LEWIS INDIVIDUAL TRUSTEE 1.00 X 0 0 0 KRISTA LONG INDIVIDUAL TRUSTEE 1.00 X 0 0 0 CRYSTAL WILLIAMS MAYER INDIVIDUAL TRUSTEE 1.00 X 0 0 0 CHRIS NEWSOME INDIVIDUAL TRUSTEE 1.00 X 0 0 0 PAT PALMQUIST VICE PRESIDENT 1.00 X X 0 0 0 JACOB PHARES INDIVIDUAL TRUSTEE 1.00 X 0 0 0 TOM PHILLIPS INDIVIDUAL TRUSTEE 1.00 X 0 0 0 KAREN L PRICE INDIVIDUAL TRUSTEE 1.00 X 0 0 0 MITCHELL PUCKETT INDIVIDUAL TRUSTEE 1.00 X 0 0 0 MIKE PUGH INDIVIDUAL TRUSTEE 1.00 X 0 0 0 MICHAEL REAVIS INDIVIDUAL TRUSTEE 1.00 X 0 0 0 JUDY ROSE INDIVIDUAL TRUSTEE 1.00 X 0 0 0 RONALD RULE INDIVIDUAL TRUSTEE 1.00 X 0 0 0 DAVE SCHANTZ INDIVIDUAL TRUSTEE 1.00 X 0 0 0 STEPHEN SERIO INDIVIDUAL TRUSTEE 1.00 X 0 0 0 CHARLES SIMMS INDIVIDUAL TRUSTEE 1.00 X 0 0 0 NILES SORENSON INDIVIDUAL TRUSTEE 1.00 X 0 0 0 R NEIL STIKELEATHER INDIVIDUAL TRUSTEE 1.00 X 0 0 0 DAN VAN DYKE INDIVIDUAL TRUSTEE 1.00 X 0 0 0 WILLIAM WHITTAKER INDIVIDUAL TRUSTEE 1.00 X 0 0 0 MICHELE WILLIAMSON INDIVIDUAL TRUSTEE 1.00 X 0 0 0 MICHAEL YOUNG INDIVIDUAL TRUSTEE 1.00 X 0 0 0 MICHAEL HUMMER EXECUTIVE DIRECTOR 40.00 X 110380 0 19083 110380 0 19083 1 0 0 0 CHARTWELLS DINING SERVICE 9201 UNIVERSITY BLVD CHARLOTTE NC 28223 CATERING 184886 1 350713 3481892 946512 3832605 1453 1453 405785 345061 60724 60724 60724 368640 350713 346328 22312 22312 PARKING 812930 102080 102080 454 454 102534 4019628 454 102080 84489 X 1243194 1243194 1471 1471 20214 20214 81380 81380 302660 816 32633 269211 17239 10000 7239 301807 36774 81350 183683 71370 67082 3705 583 161730 145687 12859 3184 11299 11299 32580 31629 563 388 OTHER MISCELLANEOUS 276 200 76 2245220 1546481 240143 458596 6764118 8904301 9659353 9790200 63225 69287 8330 15400 1833 1979 395460 56493 350265 338967 12543798 13375793 171864 182170 29562786 32678097 49424 246830 49424 246830 X 6132522 6726812 16949323 19248837 6431517 6455618 29513362 32431267 29562786 32678097 X 1774408 1046303 83634 13560 X X 0 1 X 1 0 X 4781562 4156858 1130059 4843577 3932605 18844661 4781562 4156858 1130059 4843577 3932605 18844661 7768109 11076552 46539 24312 3227 436 1453 75967 102080 102080 19284 3158 11550 454 34446 19057154 2427842 0.58120 0.62850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12766068 252252 1037825 291960 32440 13731745 11738719 -336293 1702273 338631 12766068 11387858 -450437 1078260 276962 11738719 8268147 3293699 74642 248630 11387858 7391125 14198 998588 81041 54723 8268147 0.33460 0.41900 0.24640 1 1 1 395460 56493 338967 338967 UNCCIF EXTERNAL INVESTMENT POOL 13375793 F 13375793 X 6140160 1046303 714341 13560 1774204 4365956 -346328 -346328 4019628 3222255 630707 346328 977035 2245220 0 2245220 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. AUCTION 330385 50065 280320 28496 38819 GOLF TOURNAMENTS 233757 147122 86635 18789 260223 564142 197187 366955 47285 299042 346327 20628 0 THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 560791228 1057398 185796 FAIR MARKET VALUE TELECOM EQUIPMENT, FURNITURE, & DECORATIVE ENHANCEMENTS OF SPORTS FACILITIES IMPROVEMENT OF ATHLETIC FACILITIES 1 X 15 109353 MARKET QUOTATION X 1 154102 SELLING PRICE X 6 117587 RETAIL VALUE X AUCTION EVENT INVENTORY 1594 369676 RETAIL VALUE X OFFICE SUPPLIES 1 14186 RETAIL VALUE 0 1 0 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. THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND 9201 UNIVERSITY CITY BLVD CHARLOTTE NC 28223 562276950 INVESTMENTS NC 501(C)(3) LINE 11A, I N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1