ATHLETIC FOUNDATION OF THE UNIV OF NORTH CAROLINA AT CHARLOTTE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ATHLETIC FOUNDATION OF THE UNIV OF NORTH CAROLINA AT CHARLOTTE (EIN 23-7050570)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-14
- IRS object ID
- 201301349349303780
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-14T12:54:31-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 561434747 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREERWALKER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 227 WEST TRADE ST SUITE 1100 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237050570 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ATHLETIC FOUNDATION OF THE | BusinessNameLine1 |
| Business Name Line2 | UNIVERSITY OF NORTH CAROLINA AT CHARLOTT | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ATHL | NameControl |
| Phone | 7046875806 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9201 UNIVERSITY CITY BLVD REESE NO | AddressLine1 |
| Address Line2 | 412 | AddressLine2 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 282230001 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN BROOKS | Name |
| Title | SECRETARY/TREASURER | Title |
| Phone | 7046875806 | Phone |
| Date Signed | 2013-05-13 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PAULA P TILLEY | Name |
| PTIN | P00051456 | PTIN |
| Phone | 7043770239 | Phone |
| Date Prepared | 2013-05-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHAEL HUMMER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9201 UNIVERSITY CITY BLVD REESE NO | AddressLine1 |
| Address Line2 | 412 | AddressLine2 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 282230001 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 4303784 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1969 | YearFormation |
| State Legal Domicile | NC | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 37 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4781562 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3958194 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 248330 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 66555 | InvestmentIncomePriorYear |
| Investment Income Current Year | -143162 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 12836 | OtherRevenuePriorYear |
| Other Revenue Current Year | -445807 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4860953 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3617555 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1610122 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2624114 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 366079 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1084673 | OtherExpensePriorYear |
| Other Expenses Current Year | 875201 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2694795 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3499315 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2166158 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 118240 | RevenuesLessExpensesCY |
| Total Assets BOY | 20322235 | TotalAssetsBOY |
| Total Assets EOY | 20566126 | TotalAssetsEOY |
| Total Liabilities BOY | 38433 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 31304 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 20283802 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 20534822 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2306247 | Expense |
| Revenue | 248330 | Revenue |
| Description | DISBURSEMENTS TO UNC CHARLOTTE TO ENHANCE ACADEMIC AND ATHLETIC PROGRAMS INCLUDING CAPITAL PROJECTS. DISBURSEMENTS INCLUDED $1,950,000 FOR NEW TENNIS FACILITY AND $340,412 OF SUPPORT OF THE FOOTBALL INITIATIVE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 700229 | Expense |
| Description | 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, MEN AND WOMENS SOCCER, BASEBALL, SOFTBALL, VOLLEYBALL AND CHEERLEADING. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3006476 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 16 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 37 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEILA HAMM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7046875806 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9201 UNIVERSITY CITY BLVD REESE 412 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 282230001 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JUDY ROSE | ||||||
| ATHLETIC DIRECTOR | 1.00 | X | 0 | 234720 | 26773 | |
| PAULA GOOLKASIAN | ||||||
| FACULTY REPRESENTATIVE | 1.00 | X | 0 | 105200 | 429 | |
| DAVE CRAVEN | ||||||
| STUDENT BODY PRESIDENT | 1.00 | X | 0 | 0 | 0 | |
| ELIZABETH BARNHARDT | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| SADLER BARNHARDT | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GLEN BECKWORTH | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KEVIN BROWN | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JERMAINE BURNS | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DENNIS CHAMPION | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ELLISON CLARY | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| MARK DOUGHTON | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LEE FITE | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TIMOTHY FITZ | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID GAY | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| LARRY GRIFFIN | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JOE HANEL | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| HECTOR HENRY MD | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JR HILDRETH | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TRACEY HILL | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ERIC JENKINS | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| AL LENTZ | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KRISTA LONG | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BOB MAROLF | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PAT PALMQUIST | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JACOB PHARES | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TOM PHILLIPS | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| GREG PRICE | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DARRIN RANKIN | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CHARLES ROYAL | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAVID STANFORD | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| NEIL STIKELEATHER | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| JED THOMAS | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| DAN VAN DYKE | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM G WHITTAKER | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| CAMERON WILKINSON | ||||||
| INDIVIDUAL TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| ELIZABETH HARDIN | ||||||
| VICE CHANCELLOR FOR BUSINESS AFFAIRS | 1.00 | 0 | 204633 | 24516 | X | |
| NILES SORENSON | ||||||
| VICE CHANCELLOR FOR UNIVERSITY ADVANCE | 1.00 | 0 | 201418 | 25869 | X | |
| MICHAEL HUMMER | ||||||
| EXEC. DIRECTOR | 1.00 | 0 | 88605 | 9925 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 834576 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 87512 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARTWELLS DINING SERVICE | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9201 UNIVERSITY BLVD | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28223 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | CATERING | DescriptionOfServices |
| Compensation | 201912 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 897920 | FundraisingEvents |
| All Other Contributions | 3060274 | AllOtherContributions |
| Noncash Contributions | 636128 | NoncashContributions |
| Total Contributions | 3958194 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PREFERRED SEAT LICENSE | Description |
| Business Code | 711300 | BusinessCode |
| Total Revenue Column | 248330 | TotalRevenueColumn |
| Related Or Exempt Function Income | 248330 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 248330 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24312 | TotalRevenueColumn |
| Exclusion | $24,312 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 14514 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 11461 | Securities |
| Other | 170527 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3053 | Securities |
| Other | -170527 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -167474 | TotalRevenueColumn |
| Exclusion | -$167,474 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 39150 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 897920 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 504241 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -465091 | TotalRevenueColumn |
| Exclusion | -$465,091 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 19284 | TotalRevenueColumn |
| Exclusion | $19,284 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 19284 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3617555 | TotalRevenueColumn |
| Related Or Exempt Function Income | 248330 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$588,969 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2624114 | Total |
| Program Services | 2624114 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10000 | Total |
| Management And General | 10000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 92130 | Total |
| Program Services | 73925 | ProgramServices |
| Management And General | 18205 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 346655 | Total |
| Program Services | 23515 | ProgramServices |
| Management And General | 39071 | ManagementAndGeneral |
| Fundraising | 284069 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143982 | Total |
| Program Services | 18900 | ProgramServices |
| Management And General | 44307 | ManagementAndGeneral |
| Fundraising | 80775 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 250 | Total |
| Program Services | 250 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38386 | Total |
| Program Services | 36902 | ProgramServices |
| Management And General | 249 | ManagementAndGeneral |
| Fundraising | 1235 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8993 | Total |
| Management And General | 8993 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11299 | Total |
| Program Services | 11299 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28553 | Total |
| Program Services | 22618 | ProgramServices |
| Management And General | 5935 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| ATHLETIC DEPARTMENT | 149786 | 149786 |
| CAPITAL PROJECTS | 45167 | 45167 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3499315 | Total |
| Program Services | 3006476 | ProgramServices |
| Management And General | 126760 | ManagementAndGeneral |
| Fundraising | 366079 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4168412 | BOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8601059 | BOY |
| EOY | 4802279 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81630 | BOY |
| EOY | 5003679 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 88920 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5046 | BOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2778 | BOY |
| EOY | 1699 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 395460 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 22598 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 384161 | BOY |
| EOY | 372862 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6833854 | BOY |
| EOY | 10024878 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 245295 | BOY |
| EOY | 271809 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20322235 | BOY |
| EOY | 20566126 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38433 | BOY |
| EOY | 31304 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38433 | BOY |
| EOY | 31304 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5312728 | BOY |
| EOY | 2128529 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8965961 | BOY |
| EOY | 9142316 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6005113 | BOY |
| EOY | 9263977 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20283802 | BOY |
| EOY | 20534822 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20322235 | BOY |
| EOY | 20566126 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 118240 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 132780 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 896197 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1672898 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2690757 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1621561 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3997344 | CurrentTaxYear |
| Total | 10878757 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 896197 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1672898 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2690757 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1621561 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3997344 | CurrentTaxYear |
| Total | 10878757 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1649123 | AmountsSubstContributorsTotal |
| Public Support Total170 | 9229634 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 535539 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 269546 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6996 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 66555 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24312 | CurrentTaxYear |
| Total | 902948 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | -445807 | CurrentTaxYear |
| Total | -445807 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 11335898 | TotalSupport |
| Gross Receipts From Admissions Etc | 248330 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.81420 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.81870 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 8268147 | BeginningOfYearBalance |
| Contributions | 3293699 | Contributions |
| Investment Earnings Or Losses | 74642 | InvestmentEarningsOrLosses |
| Other Expenditures | 248630 | OtherExpenditures |
| End Of Year Balance | 11387858 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7391125 | BeginningOfYearBalance |
| Contributions | 14198 | Contributions |
| Investment Earnings Or Losses | 998588 | InvestmentEarningsOrLosses |
| Other Expenditures | 81041 | OtherExpenditures |
| Administrative Expenses | 54723 | AdministrativeExpenses |
| End Of Year Balance | 8268147 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7097812 | BeginningOfYearBalance |
| Contributions | 6327 | Contributions |
| Investment Earnings Or Losses | 56092 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 7146 | GrantsOrScholarships |
| Other Expenditures | 233026 | OtherExpenditures |
| Administrative Expenses | 39934 | AdministrativeExpenses |
| End Of Year Balance | 7391125 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 9509065 | BeginningOfYearBalance |
| Contributions | 69249 | Contributions |
| Investment Earnings Or Losses | -2452425 | InvestmentEarningsOrLosses |
| Administrative Expenses | 28077 | AdministrativeExpenses |
| End Of Year Balance | 7097812 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.32000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.68000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 395460 | OtherCostOrOtherBasis |
| Depreciation | 22598 | Depreciation |
| Book Value | 372862 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 372862 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EXTERNAL INVESTMENT POOL | Description |
| Book Value | 10024878 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 10024878 | TotalOfBookValueSecurities |
| Total Revenue | 3617555 | TotalRevenue |
| Total Expenses | 3499315 | TotalExpenses |
| Excess Or Deficit For Year | 118240 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 132780 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 132780 | TotalAdjustments |
| Excess Or Deficit Per FS | 251020 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4254576 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 132780 | NetUnrealizedGainsInvestments |
| Other Revenues | 504241 | OtherRevenues |
| Revenue Not Rptd F990 | 637021 | RevenueNotRptdF990 |
| Revenue Subtotal | 3617555 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 3617555 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 4003556 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 504241 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 504241 | ExpensesNotRptdF990 |
| Expenses Subtotal | 3499315 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 3499315 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENTS ARE USED TO SUPPORT ATHLETIC SCHOLARSHIPS, ATHLETIC FACILITIES AND ATHLETIC PROGRAMS AND OPERATIONS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING FINANCIAL STATEMENTS. 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. AS OF JUNE 30, 2012, THE TAX YEARS ENDED JUNE 30, 2009 THROUGH 2012 WERE OPEN FOR POTENTIAL EXAMINATION BY TAXING AUTHORITIES. NO LIABILITIES FOR UNCERTAIN INCOME TAX POSITIONS WERE RECORDED AS OF JUNE 30, 2012 AND JUNE 30, 2011. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE INCLUDED ON FORM 990 PART VIII 504,241. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE INCLUDED ON FORM 990 PART VIII 504,241. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | AUCTION | NameOfEvent1 |
| Gross Receipts Event1 | 571504 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 538354 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 33150 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 65683 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 343356 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GOLF TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 226761 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 220761 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 6000 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 65020 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 30182 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 138805 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 138805 | CharitableContribOtherEvents |
| Gross Receipts Total | 937070 | GrossReceiptsTotal |
| Charitable Contributions Total | 897920 | CharitableContributionsTotal |
| Gross Revenue Total Events | 39150 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 130703 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 373538 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 504241 | DirectExpenseSummaryEvents |
| Net Income Summary | -465091 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9201 UNIVERSITY CITY BLVD | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28223 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 560791228 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 2404604 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 219510 | AmountOfNonCashAssistance |
| Method Of Valuation | FMV | MethodOfValuation |
| Purpose Of Grant | PROVIDED TRAINING EQUIPMENT FOR NEW ATHLETIC FACILITIES | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JUDY ROSE | |||||||||||||
| 0 | 234720 | 0 | 0 | 0 | 0 | 0 | 26773 | 0 | 0 | 0 | 261493 | 0 | 0 |
| ELIZABETH HARDIN | |||||||||||||
| 0 | 204633 | 0 | 0 | 0 | 0 | 0 | 24516 | 0 | 0 | 0 | 229149 | 0 | 0 |
| NILES SORENSON | |||||||||||||
| 0 | 201418 | 0 | 0 | 0 | 0 | 0 | 14374 | 0 | 11495 | 0 | 227287 | 0 | 0 |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 16000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 12 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 133026 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (4 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | OFFICE SUPPLIES | 4 | 10894 | RETAIL |
| X | AUCTION ITEMS | 108 | 300176 | RETAIL |
| X | GULF - FUNDRAISER | 3 | 57515 | RETAIL |
| X | SPORTING EVENT - OTHER | 24 | 118518 | RETAIL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| EXPLANATION FOR NOT FILING FORM 990-T | FORM 990, PART V, LINE 3B | ALTHOUGH THE ORGANIZATION IS SUBJECT TO REPORT UNRELATED BUSINESS INCOME, THE ORGANIZATION DID NOT HAVE INCOME RECEIPTS FROM AN UNRELATED TRADE OR BUSINESS DURING THIS PERIOD. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE INTERNAL REVIEW PROCESS IS COORDINATED AND REVIEWED 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 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 SIGNED AND MAILED. 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. | |
| THERE ARE NO PAID EMPLOYEES IN THE ORGANIZATION. HOWEVER, ANY COMPENSATION OF ORGANIZATION EMPLOYEES WOULD HAVE TO BE APPROVED BY THE BOARD. | ||
| 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. | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 132,780. |
| FORM 990, PART XII, LINE 2C: | THE ATHLETIC FOUNDATION AUDIT COMMITTEE HAS THE RESPONSIBILITY FOR RETAINING INDEPENDENT ACCOUNTANTS TO AUDIT THE ANNUAL FINANCIAL STATEMENTS AND TO OVERSEE THAT THE AUDIT IS IN ACCORDANCE WITH THE RECOGNIZED PROFESSIONAL STANDARDS. THE AUDIT FIRM SELECTION PROCESS FOLLOWS THE GUIDANCE OF THE NORTH CAROLINA GENERAL STATUTE 147-64.7(A)(B)(2) THAT ESTABLISHES GUIDELINES FOR AUDITING SERVICES FOR THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE. CONSIDERATION IS GIVEN TO A FIRM'S EXPERIENCE, TENURE OF BUSINESS, STAFF SUPPORT, PEER REVIEW, RECOMMENDATIONS FROM CLIENTS, IF AVAILABLE, AS WELL AS COST. THE FINANCIAL STATEMENTS ARE PREPARED BY THE OFFICE OF TREASURY SERVICES, AUDITED BY AN INDEPENDENT FIRM AND ARE REVIEWED BY THE AUDIT COMMITTEE. THE FINANCIAL STATEMENTS ARE PROVIDED TO THE BOARD OF DIRECTORS, FOUNDATION AND UNIVERSITY MANAGEMENT, THE UNIVERSITY INTERNAL AUDIT DEPARTMENT, AS WELL AS THE GENERAL ADMINISTRATION OF THE UNIVERSITY OF NORTH CAROLINA. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE | ||||||||||
| 9201 UNIVERSITY CITY BLVD | CHARLOTTE | NC | 28223 | 560791228 | SEE PART VII: SUPPLEMENTAL INFORMATION | NC | 501(C)(3) | LINE 6 | N/A | 0 |
| THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND | ||||||||||
| 9201 UNIVERSITY CITY BLVD REESE 412 | CHARLOTTE | NC | 28223 | 562276950 | LONG TERM INVESTMENTS | NC | 501(C)(3) | LINE 11A, I | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE | ||
| B | 2624114 | AUDITED FINANCIALS |
| UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE | ||
| Q | 121130 | AUDITED FINANCIALS |
| UNCC INVESTMENT FUND INC | ||
| Q | 3353701 | AUDITED FINANCIALS |
| UNCC INVESTMENT FUND INC | ||
| R | 257834 | AUDITED FINANCIALS |
Form990 Schedule R Part VII Form990ScheduleRPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PRIMARY ACTIVITY - THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE: | Identifier |
| Return Reference | SCHEDULE R, PART II, COLUMN B: | ReturnReference |
| Explanation | UNC CHARLOTTE IS AN URBAN RESEARCH INSTITUTION WITH MORE THAN 25,000 STUDENTS ON A 1,000 ACRE CAMPUS. UNC CHARLOTTE IS COMMITTED TO RESEARCH AND HIGH STANDARD OF ACADEMIC ACHIEVEMENT, EXTABLISHING PARTNERSHIPS AND ENCURAGING ACADEMIN DISCOVERY TO PROVIDE STUDENTS WITH SUPERIOR SKILLS TO ACHIEVE THEIR INTELLECTUAL, PROFESSIONAL, AND LIFE GOALS. | Explanation |