NORTH CAROLINA STATE UNIVERSITY ALUMNI ASSOCIATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NORTH CAROLINA STATE UNIVERSITY ALUMNI ASSOCIATION (EIN 56-6035544)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-01-23
- IRS object ID
- 202620239349301252
- Schema version
- 2024v5.5
- 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) |
|---|---|---|
| Return | 2026-01-23T14:24:33-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 593204548 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES MOORE & CO PL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5931 NW 1ST PL | AddressLine1Txt |
| City | GAINESVILLE | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 326072063 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 566035544 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH CAROLINA STATE UNIVERSITY ALUMNI | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 9195137149 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NCSU BOX 7207 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276957207 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIN DELEHANTY | PersonNm |
| Person Title | ASSISTANT TREASURER | PersonTitleTxt |
| Phone | 9195137149 | PhoneNum |
| Signature | 2026-01-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEN KURDZIEL | PreparerPersonNm |
| PTIN | P00060407 | PTIN |
| Phone | 3523781331 | PhoneNum |
| Preparation | 2026-01-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ERIN DELEHANTY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NCSU BOX 7207 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276957207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,327,022 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SEE SCHEDULE O | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | NC | LegalDomicileStateCd |
| Activity Or Mission | THE NC STATE ALUMNI ASSOCIATION ENGAGES ALUMNI AND FRIENDS THROUGH PROGRAMS AND SERVICES THAT FOSTER PRIDE AND ENHANCE A LIFELONG CONNECTION TO NC STATE UNIVERSITY ("NC STATE"). | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 26 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,052,669 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,177,142 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $586,213 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $374,845 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,815,582 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,037,719 | CYInvestmentIncomeAmt |
| PY Other Revenue | $210,987 | PYOtherRevenueAmt |
| CY Other Revenue | $381,987 | CYOtherRevenueAmt |
| PY Total Revenue | $5,665,451 | PYTotalRevenueAmt |
| CY Total Revenue | $3,971,693 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,182,457 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,208,751 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $763,555 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $810,022 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,603,845 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,128,354 | PYOtherExpensesAmt |
| CY Other Expenses | $1,982,825 | CYOtherExpensesAmt |
| PY Total Expenses | $4,074,366 | PYTotalExpensesAmt |
| CY Total Expenses | $4,001,598 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,591,085 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$29,905 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $69,642,342 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,260,685 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $109,922 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $110,963 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $69,532,420 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $74,149,722 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE NC STATE ALUMNI ASSOCIATION ENGAGES ALUMNI AND FRIENDS THROUGH PROGRAMS AND SERVICES THAT FOSTER PRIDE AND ENHANCE A LIFELONG CONNECTION TO NC STATE UNIVERSITY ("NC STATE"). | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,136,671 | ExpenseAmt |
| Grant | $1,208,751 | GrantAmt |
| Revenue | $374,845 | RevenueAmt |
| Desc | NCSU ALUMNI ASSOCIATION SERVES AS AN ORGANIZER FOR ALUMNI FUNCTIONS, AWARDS SCHOLARSHIPS AND PROMOTES AWARENESS OF NCSU IN THE COMMUNITY. | Desc |
| Total Program Service Expenses | $2,136,671 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 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 | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 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 |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERIN DELEHANTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9195137149 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NCSU BOX 7207 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276957207 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LYNDENISE BERDECIA-RIVERA | ||||||||
| SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SUSAN BROOKS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RYAN DE JONG | ||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ANDREA DUHON | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CHARLES DURANT | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| EDWIN FOULKE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANA R HARRIS | ||||||||
| TREASURER | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $290,290 | $79,282 | |
| RYAN HESTER | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVE HOLM | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY HOOK | ||||||||
| DIRECTOR AS OF 01/2025 | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTEN KHAVARI | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GED KING | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RESHUNDA MAHONE | ||||||||
| PRESIDENT | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $300,787 | $49,700 | |
| JANE MONACO | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK MURRAY | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| QUAUHTLI OLIVIERI-HERRERA | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILL QUICK | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BRYAN STARLING | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHERINE STOWE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RALSTON TURNER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SAM WARREN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEMARCUS WILLIAMS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEREK BRYAN | ||||||||
| VICE PRESIDENT | 1.00 | 40.00 | Yes (X) | $0 | $171,345 | $50,114 | ||
| ERIN DELEHANTY | ||||||||
| ASSISTANT TREASURER | 1.00 | 40.00 | Yes (X) | $0 | $193,638 | $55,581 | ||
| RACHAEL ROBINCHAUX | ||||||||
| ASSISTANT SECRETARY | 1.00 | 40.00 | Yes (X) | $0 | $59,658 | $22,732 | ||
| BRIAN SISCHO | ||||||||
| VICE CHANCELLOR FOR UNIV ADVANCEMENT | 1.00 | 40.00 | $0 | $894,059 | $56,706 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,909,777 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $314,115 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | 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 | CENTER FOR CREATIVE LEADERSHIP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 LEADERSHIP PLACE | AddressLine1Txt |
| City | GREENSBORO | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEADERSHIP DEVELOPMENT TRAINING | ServicesDesc |
| Compensation | $176,811 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $440,000 | RelatedOrganizationsAmt |
| All Other Contributions | $737,142 | AllOtherContributionsAmt |
| Noncash Contributions | $32,277 | NoncashContributionsAmt |
| Total Contributions | $1,177,142 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TRAVEL PROGRAM | 611710 | $218,686 | $218,686 |
| ALUMNI EVENTS | 611710 | $107,956 | $107,956 |
| PROGRAM REVENUES | 611710 | $48,203 | $48,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $374,845 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $73,705 | TotalRevenueColumnAmt |
| Exclusion | $73,705 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $160,665 | TotalRevenueColumnAmt |
| Exclusion | $160,665 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $227,771 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $227,771 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $227,771 | TotalRevenueColumnAmt |
| Exclusion | $227,771 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,299,254 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,335,240 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,964,014 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,964,014 | TotalRevenueColumnAmt |
| Exclusion | $1,964,014 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $13,640 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $20,089 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,449 | TotalRevenueColumnAmt |
| Exclusion | -$6,449 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,971,693 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $374,845 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,419,706 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,208,751 | TotalAmt |
| Program Services | $1,208,751 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $810,022 | TotalAmt |
| Management And General | $1,230 | ManagementAndGeneralAmt |
| Fundraising | $808,792 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,167 | TotalAmt |
| Management And General | $4,167 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,000 | TotalAmt |
| Management And General | $54,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,418 | TotalAmt |
| Program Services | $112,350 | ProgramServicesAmt |
| Management And General | $68 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284 | TotalAmt |
| Program Services | $284 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,076 | TotalAmt |
| Program Services | $9,897 | ProgramServicesAmt |
| Management And General | $119 | ManagementAndGeneralAmt |
| Fundraising | $11,060 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,633 | TotalAmt |
| Program Services | $1,659 | ProgramServicesAmt |
| Management And General | $66,974 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,537 | TotalAmt |
| Program Services | $153,919 | ProgramServicesAmt |
| Management And General | $1,729 | ManagementAndGeneralAmt |
| Fundraising | $6,889 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,659 | TotalAmt |
| Program Services | $73,399 | ProgramServicesAmt |
| Management And General | $5,688 | ManagementAndGeneralAmt |
| Fundraising | $11,572 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,392 | TotalAmt |
| Program Services | $3,221 | ProgramServicesAmt |
| Fundraising | $40,171 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SERVICES & FEES | $1,000,066 | $238,633 | $66,700 | $694,733 |
| EQUIPMENT RENTAL & MAIN | $198,708 | $125,210 | $54,465 | $19,033 |
| SUPPLIES | $150,639 | $142,237 | $2,798 | $5,604 |
| PRINTING & BINDING | $37,418 | $37,239 | $179 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,828 | TotalAmt |
| Program Services | $29,872 | ProgramServicesAmt |
| Management And General | $2,965 | ManagementAndGeneralAmt |
| Fundraising | $5,991 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,001,598 | TotalAmt |
| Program Services | $2,136,671 | ProgramServicesAmt |
| Management And General | $261,082 | ManagementAndGeneralAmt |
| Fundraising | $1,603,845 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,833,264 | BOYAmt |
| EOY | $4,418,784 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,520,665 | BOYAmt |
| EOY | $1,134,111 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $3,108 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,119,338 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,119,338 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,047,019 | BOYAmt |
| EOY | $68,514,688 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $15,010 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $241,394 | BOYAmt |
| EOY | $174,984 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,642,342 | BOYAmt |
| EOY | $74,260,685 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,759 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,922 | BOYAmt |
| EOY | $106,204 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,922 | BOYAmt |
| EOY | $110,963 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,230,566 | BOYAmt |
| EOY | $17,422,370 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,301,854 | BOYAmt |
| EOY | $56,727,352 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,532,420 | BOYAmt |
| EOY | $74,149,722 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,642,342 | BOYAmt |
| EOY | $74,260,685 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$29,905 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,652,764 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$5,557 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,657,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,359,432 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,120,331 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,052,669 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,177,142 | CurrentTaxYearAmt |
| Total | $12,366,668 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,881,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,868,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,779,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,095,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,305,000 | CurrentTaxYearAmt |
| Total | $7,928,000 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,538,094 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,227,432 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,899,331 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,147,669 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,482,142 | CurrentTaxYearAmt |
| Total | $20,294,668 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,676,125 | SubstantialContributorsTotAmt |
| Public Support Total170 | $18,618,543 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $530,314 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $243,801 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $184,658 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $129,082 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $462,141 | CurrentTaxYearAmt |
| Total | $1,549,996 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,954 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $199,422 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $269,774 | CurrentTaxYearMinus1YearAmt |
| Total | $573,150 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,417,814 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,920,136 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.83050 | PublicSupportCY170Pct |
| Public Support PY170 | 0.82850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2020 AMOUNT: $ 35,000. 2021 AMOUNT: $ 68,954. 2022 AMOUNT: $ 199,422. 2023 AMOUNT: $ 269,774. 2024 AMOUNT: $ 0. | ExplanationTxt |
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 | $65,395,581 | BeginningYearBalanceAmt |
| Contributions | $596,465 | ContributionsAmt |
| Investment Earnings Or Losses | $6,558,261 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,037,180 | OtherExpendituresAmt |
| End Year Balance | $69,513,127 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,031,923 | BeginningYearBalanceAmt |
| Contributions | $2,346,573 | ContributionsAmt |
| Investment Earnings Or Losses | $6,865,016 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,847,931 | OtherExpendituresAmt |
| End Year Balance | $65,395,581 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,316,291 | BeginningYearBalanceAmt |
| Contributions | $727,477 | ContributionsAmt |
| Investment Earnings Or Losses | $615,585 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,627,430 | OtherExpendituresAmt |
| End Year Balance | $59,031,923 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,392,943 | BeginningYearBalanceAmt |
| Contributions | $1,797,454 | ContributionsAmt |
| Investment Earnings Or Losses | $1,772,263 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,646,369 | OtherExpendituresAmt |
| End Year Balance | $60,316,291 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $43,816,208 | BeginningYearBalanceAmt |
| Contributions | $810,175 | ContributionsAmt |
| Investment Earnings Or Losses | $16,990,929 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,224,369 | OtherExpendituresAmt |
| End Year Balance | $59,392,943 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.24315 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.39130 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.36555 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $660,450 | OtherCostOrOtherBasisAmt |
| Depreciation | $660,450 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,458,888 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,458,888 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| NC STATE INVESTMENT FUND | $68,397,783 | F |
| LIFE INCOME FUNDS | $116,905 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $68,514,688 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LIFE INCOME FUNDS PAYABLE | $81,552 |
| ACCOUNTS PAYABLE TO ASSOCIATED ENTITIES | $11,017 |
| LEASE LIABILITY | $13,635 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $106,204 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,943,989 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,652,764 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,305,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$5,557 | OtherRevenueAmt |
| Revenue Not Reported | $5,952,207 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,991,782 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$20,089 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$20,089 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,971,693 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,326,687 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,305,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $20,089 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,325,089 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,001,598 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,001,598 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ASSOCIATION'S ENDOWMENT CONSISTS OF APPROXIMATELY 160 INDIVIDUAL FUNDS ESTABLISHED FOR CALDWELL SCHOLARSHIPS AND A VARIETY OF OTHER PURPOSES RELATED TO THE MISSION OF THE UNIVERSITY. |
| PART X, LINE 2: | THE ASSOCIATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. THE ASSOCIATION HAD NO SIGNIFICANT UNRELATED TRADE OR BUSINESS INCOME FOR 2025 AND 2024. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ASSOCIATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO TAX YEAR 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -5,557. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES INCLUDED ON PART VIII -20,089. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES INCLUDED ON PART VIII 20,089. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BEAUFORT OYSTER ROAST | Event1Nm |
| Gross Receipts Event1 | $13,640 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $13,640 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $18,942 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $950 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $197 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $13,640 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $13,640 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $18,942 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $950 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $197 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $20,089 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$6,449 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH CAROLINA STATE UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NCSU BOX 7205 | AddressLine1Txt |
| City | RALEIGH | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 276957207 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 566000756 | RecipientEIN |
| IRC Section | 115(1) | IRCSectionDesc |
| Cash Grant | $1,208,751 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | SCHOLARSHIPS, FACULTY SUPPORT, DEPARTMENTAL SUPPORT AND FACILITY SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS REPRESENT REIMBURSEMENT OF SCHOLARSHIP EXPENSES PROCESSED THROUGH THE UNIVERSITY'S ACCOUNTING SYSTEMS, AND ARE SUBJECT TO UNIVERSITY AND STATE OF NORTH CAROLINA GUIDELINES, IN ADDITION TO ANY RESTRICTIONS PLACED DIRECTLY BY DONORS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN SISCHO | ||||||||||||||
| VICE CHANCELLOR FOR UNIV ADVANCEMENT | $0 | $514,193 | $0 | $376,649 | $0 | $3,217 | $0 | $48,611 | $0 | $8,095 | $0 | $950,765 | $0 | $0 |
| DANA R HARRIS | ||||||||||||||
| TREASURER | $0 | $290,290 | $0 | $0 | $0 | $0 | $0 | $71,187 | $0 | $8,095 | $0 | $369,572 | $0 | $0 |
| RESHUNDA MAHONE | ||||||||||||||
| PRESIDENT | $0 | $258,622 | $0 | $38,220 | $0 | $3,945 | $0 | $41,605 | $0 | $8,095 | $0 | $350,487 | $0 | $0 |
| ERIN DELEHANTY | ||||||||||||||
| ASSISTANT TREASURER | $0 | $193,638 | $0 | $0 | $0 | $0 | $0 | $47,486 | $0 | $8,095 | $0 | $249,219 | $0 | $0 |
| DEREK BRYAN | ||||||||||||||
| VICE PRESIDENT | $0 | $171,345 | $0 | $0 | $0 | $0 | $0 | $42,019 | $0 | $8,095 | $0 | $221,459 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE BOARD OF DIRECTORS AND OFFICERS OF NORTH CAROLINA STATE UNIVERSITY ALUMNI ASSOCIATION THAT RECEIVE COMPENSATION ARE COMPENSATED BY NC STATE UNIVERSITY, A 115(1) ORGANIZATION RELATED TO NORTH CAROLINA STATE UNIVERSITY ALUMNI ASSOCIATION. NC STATE UNIVERSITY SETS THE COMPENSATION OF THESE EMPLOYEES BY ACQUIRING COMPARABILITY DATA WHICH IS REVIEWED AND APPROVED BY INDEPENDENT PERSONS WITH CONTEMPORANEOUS SUBSTANTIATION OF THE DECISION. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $32,277 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, ITEM J - WEBSITE: | HTTPS://AEOPERATIONS.OFA.NCSU.EDU/NORTH-CAROLINA-STATE-UNIVERSITY-ALUMNI -ASSOCIATION-INC/ |
| FORM 990, PART VI, SECTION A, LINE 1A | EXECUTIVE COMMITTEE 1. THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE PRESIDENT, VICE PRESIDENT, IMMEDIATE PAST PRESIDENT, SECRETARY-TREASURER AND SUCH ADDITIONAL MEMBERS OF THE BOARD AS ARE APPOINTED BY THE PRESIDENT, NOT TO EXCEED TEN. MEMBERS OF THE EXECUTIVE COMMITTEE SHALL SERVE UNTIL DECEMBER 31 OF THE CURRENT YEAR OR UNTIL THEIR SUCCESSORS ARE DULY CHOSEN AND QUALIFIED. THE EXECUTIVE DIRECTOR SHALL BE A MEMBER. 2. THE EXECUTIVE COMMITTEE SHALL POSSESS AND IS AUTHORIZED TO EXERCISE ALL POWERS OF THE BOARD OF DIRECTORS AND SHALL BE RESPONSIBLE FOR CONDUCT AND AFFAIRS OF THE ASSOCIATION IN THE INTERIM BETWEEN BOARD MEETINGS, EXCEPT THE FOLLOWING: ARTICLE III, SECTION 1 B- ELECTION OF HONORARY MEMBERS ARTICLE III, SECTION 3A- FILLING VACANCIES AMONG ELECTED OFFICERS ARTICLE VII, SECTION 2- ADMINISTRATION AND MANAGEMENT OF PERMANENT FUNDS ARTICLE VII, SECTION 3- MAKING AGREEMENTS RELATIVE TO GIFTS OR BEQUESTS ARTICLE VIII- ADOPTING OR AMENDING BYLAWS 3. THE EXECUTIVE COMMITTEE SHALL MEET AT SUCH TIME AND PLACE AS MAY BE DESIGNATED BY THE PRESIDENT. NOTICE OF THE MEETING OF THE EXECUTIVE COMMITTEE SHALL BE COMMUNICATED TO MEMBERS THROUGH COMMONLY ACCEPTED COMMUNICATION METHODS (E-MAIL, MAIL, FAX , TELEPHONE) AT LEAST FIVE DAYS IN ADVANCE OF SUCH MEETING. IF THE COMMITTEE MEETS BY TELECONFERENCE, NOTICE SHALL BE ISSUED TO THE MEMBERS AS SOON AS POSSIBLE IN ADVANCE OF THE TELECONFERENCE. TWO-THIRDS OF THE EXECUTIVE COMMITTEE MEMBERS SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF OFFICIAL BUSINESS AND AN AFFIRMATIVE VOTE OF THE SIMPLE MAJORITY WILL CONSTITUTE AN ACT OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL ALSO BE EMPOWERED TO ACT BY THE WRITTEN CONSENT OF THE SIMPLE MAJORITY OF THE EXECUTIVE COMMITTEE, ALTHOUGH NOT FORMALLY CONVENED. IN THE EVENT THE EXECUTIVE COMMITTEE SHALL BE EQUALLY DIVIDED ON ANY MATTER, SUCH MATTER SHALL BE REFERRED TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION AMENDED ITS BYLAWS AS OF 1-31-2025. SIGNIFICANT CHANGES ARE AS FOLLOWS: 1. REMOVAL OF HONORARY MEMBERS CLASSIFICATION. 2. CHANGE IN TITLE OF NOMINATING COMMITTEE TO GOVERNANCE AND NOMINATING COMMITTEE. 3. UPDATED BOARD OF DIRECTORS REQUIREMENTS: - STUDENT REPRESENTATIVES WILL BE SELECTED VIA THE BOARD NOMINATION PROCESS. ONE REPRESENTATIVE WOULD BE SELECTED FROM THE CALDWELL FELLOWS PROGRAM AND ONE FROM THE STUDENT ALUMNI ASSOCIATION. - AT LEAST ONE SENIOR ACADEMIC OFFICER OR SENIOR ADMINISTRATIVE OFFICER OF NC STATE, OR A DESIGNEE OF THE CHANCELLOR, MUST SIT AS AN EX-OFFICIO VOTING REGULAR MEMBER OF THE ASSOCIATION'S BOARD. THE ASSOCIATE VICE CHANCELLOR FOR FINANCE AND UNIVERSITY TREASURER OF NORTH CAROLINA STATE UNIVERSITY SHALL SERVE IN THIS CAPACITY AND ON ANY STANDING COMMITTEE OR OTHER COMMITTEE THAT HAS DELEGATED AUTHORITY TO ACT ON BEHALF OF THE BOARD. - SPECIAL MEETINGS OF THE BOARD MAY BE CALLED BY THE CHAIR OR BY 25% OR MORE OF THE DIRECTORS. - DIRECTORS SHALL SERVE FOR A TERM OF FOUR (4) YEARS. DIRECTORS MAY BE ELECTED FOR A SECOND TERM OF SERVICE BUT MAY NOT SERVE MORE THAN EIGHT YEARS CONSECUTIVELY. AFTER A YEAR OF NON-SERVICE, AN INDIVIDUAL MAY BE ELECTED TO ANOTHER TERM. A DIRECTOR MAY SERVE BEYOND THE EIGHT-YEAR LIMITATION UP TO ANOTHER HALF-TERM (TWO YEARS) IF ELECTED AS AN OFFICER OF THE BOARD, HOWEVER, IF THE OFFICER ROLE IS IMMEDIATE PAST CHAIR, THEY CAN ONLY SERVE IN THAT IMMEDIATE PAST CHAIR ROLE FOR ONE YEAR FOLLOWED BY A YEAR OF NON-SERVICE. - THE NAMES OF BOARD MEMBERS SHALL NO LONGER BE PUBLISHED IN NC STATE MAGAZINE, THE OFFICIAL PUBLICATION OF THE ASSOCIATION. 4. UPDATED OFFICER DESIGNATIONS: THE OFFICERS OF THE ASSOCIATION SHALL BE A CHAIR, VICE CHAIR, IMMEDIATE PAST CHAIR, SECRETARY, THE ASSOCIATE VICE CHANCELLOR FOR ALUMNI ENGAGEMENT AND ANNUAL GIVING (AEAG) AS EX-OFFICIO PRESIDENT (VOTING), THE ASSISTANT VICE CHANCELLOR FOR FINANCE, ADMINISTRATION AND TALENT MANAGEMENT AS EX-OFFICIO VICE PRESIDENT (NON-VOTING), THE EXECUTIVE ADMINISTRATIVE ASSISTANT FOR ALUMNI ENGAGEMENT AND ANNUAL GIVING, AS EX-OFFICIO ASSISTANT SECRETARY (NON-VOTING), THE ASSOCIATE VICE CHANCELLOR FOR FINANCE AND UNIVERSITY TREASURER AS EX-OFFICIO TREASURER (VOTING), AND THE SENIOR DIRECTOR, FOUNDATIONS ACCOUNTING AND INVESTMENTS AS EX-OFFICIO ASSISTANT TREASURER (NON-VOTING), AND OTHER OFFICERS AS MAY BE DIRECTED BY THE BOARD. 5. CHANGE IN TERMINOLOGY FOR THE FOLLOWING OFFICER TITLES: PRESIDENT TO CHAIR; VICE PRESIDENT TO VICE CHAIR; IMMEDIATE PAST PRESIDENT TO IMMEDIATE PAST CHAIR. 6. UPDATED AND REVISED OFFICER ROLES AND RESPONSIBILITIES. 7. UPDATED EXECUTIVE COMMITTEE POWERS AND RESPONSIBILITIES: THE EXECUTIVE COMMITTEE SHALL POSSESS AND IS AUTHORIZED TO EXERCISE ALL POWERS OF THE BOARD OF DIRECTORS AND SHALL BE RESPONSIBLE FOR THE CONDUCT AND AFFAIRS OF THE ASSOCIATION IN THE INTERIM BETWEEN BOARD MEETINGS, EXCEPT THE FOLLOWING: A. ADOPT, AMEND, OR REPEAL THE ARTICLES OF INCORPORATION OR BYLAWS. B. FILLING VACANCIES AMONG ELECTED OFFICERS C. ADMINISTRATION AND MANAGEMENT OF PERMANENT FUNDS 8. UPDATED FINANCE AND AUDIT COMMITTEE COMPOSITION: THE COMMITTEE SHALL BE COMPOSED OF UP TO 10 DIRECTORS EACH OF WHOM SHALL REMAIN IN OFFICE AT THE WILL OF THE BOARD OF DIRECTORS. 9. REMOVAL OF THE MAGAZINE ADVISORY COMMITTEE. 10. NOTED THAT COUNCIL ON ATHLETICS REPRESENTATIVES ARE EX-OFFICIO NON-VOTING MEMBERS OF THE BOARD. 11. UPDATED NOMINATIONS AND ELECTIONS PROCEDURE: THE BOARD SHALL ELECT THE CANDIDATES FOR THE OFFICES OF CHAIR, VICE CHAIR AND RECOMMEND A CANDIDATE TO THE CHANCELLOR FOR APPOINTMENT TO THE COUNCIL ON ATHLETICS, AT THE APPROPRIATE MEETING. 12. CHANGE IN TERMINOLOGY FROM AFFINITY GROUPS TO VOLUNTEER COMMUNITIES. 13. UPDATED VOLUNTEER COMMUNITIES TO INCLUDE THE FOLLOWING: THE CHAIR MAY APPOINT ONE EX-OFFICIO (NON-VOTING) ROLE ON THE BOARD OF DIRECTORS TO REPRESENT A VOLUNTEER COMMUNITY TO SERVE A TWO-YEAR TERM. 14. REMOVAL OF BEQUESTS LANGUAGE FROM ARTICLE VII. FINANCES. 15. REMOVAL OF ARTICLE X. PUBLICATIONS. |
| FORM 990, PART VI, SECTION A, LINE 7A | AT LEAST ONE SENIOR ACADEMIC OFFICER OR SENIOR ADMINISTRATIVE OFFICER OF NC STATE, OR A DESIGNEE OF THE CHANCELLOR, MUST SIT AS AN EX-OFFICIO VOTING REGULAR MEMBER OF THE ASSOCIATION'S BOARD. THE ASSOCIATE VICE CHANCELLOR FOR FINANCE AND UNIVERSITY TREASURER OF NORTH CAROLINA STATE UNIVERSITY SHALL SERVE IN THIS CAPACITY AND ON ANY STANDING COMMITTEE OR OTHER COMMITTEE THAT HAS DELEGATED AUTHORITY TO ACT ON BEHALF OF THE BOARD. THE NORTH CAROLINA STATE ASSOCIATE VICE CHANCELLOR FOR ALUMNI ENGAGEMENT AND ANNUAL GIVING IS THE EX-OFFICIO PRESIDENT (VOTING). |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE FINANCE AND AUDIT COMMITTEE AND A COPY OF THE FORM 990 IS PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | AT THE BEGINNING OF EACH BOARD MEETING, THE PRESIDENT OF THE BOARD READS THE FOLLOWING ETHICS POLICY: " AS CHAIR OF THE ALUMNI ASSOCIATION, IT IS MY RESPONSIBILITY TO REMIND ALL MEMBERS OF THE COMMITTEE OF THEIR DUTY UNDER THE STATE GOVERNMENT ETHICS ACT TO AVOID CONFLICTS OF INTEREST AND APPEARANCES OF CONFLICT OF INTEREST AS REQUIRED BY THIS ACT. EACH MEMBER HAS RECEIVED THE AGENDA AND RELATED INFORMATION FOR THIS MEETING. IF ANY MEMBER KNOWS OF ANY CONFLICT OF INTEREST OR APPEARANCE OF CONFLICT WITH RESPECT TO ANY MATTER COMING BEFORE THE ALUMNI ASSOCIATION AT THIS MEETING, THE CONFLICT OR APPEARANCE OF CONFLICT SHOULD BE IDENTIFIED AT THIS TIME." IF A CONFLICT IS IDENTIFIED, THE MEMBER WHO HAS THE CONFLICT SHOULD RECUSE HIMSELF OR HERSELF FROM ANY DISCUSSION OR CONSIDERATION OF THE AGENDA ITEM. RECUSAL MEANS LEAVING THE ROOM AND NOT PARTICIPATING IN ANY DISCUSSION OR CONSIDERATION OF THE AGENDA ITEM. THE BOARD CHAIR SHOULD SEE THAT THIS OCCURS BEFORE ANY DISCUSSION OF THE ITEM PRESENTING THE CONFLICT OR APPEARANCE OF CONFLICT TAKES PLACE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS AND OFFICERS OF NORTH CAROLINA STATE UNIVERSITY ALUMNI ASSOCIATION THAT RECEIVE COMPENSATION ARE COMPENSATED BY NC STATE UNIVERSITY, A 115(1) ORGANIZATION RELATED TO NORTH CAROLINA STATE UNIVERSITY ALUMNI ASSOCIATION. NC STATE UNIVERSITY SETS THE COMPENSATION OF THESE EMPLOYEES BY ACQUIRING COMPARABILITY DATA WHICH IS REVIEWED AND APPROVED BY INDEPENDENT PERSONS WITH CONTEMPORANEOUS SUBSTANTIATION OF THE DECISION. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE FORM 990 IS LISTED ON THE WEBSITE. THE FORM 1023 (WHICH WAS FILED PRIOR TO JULY 15, 1987) IS NOT PUBLICLY AVAILABLE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE WEBSITE - HTTPS://AEOPERATIONS.OFA.NCSU.EDU/NORTH-CAROLINA-STATE-UNIVERSITY-ALUMNI-ASS OCIATION-INC/. OTHER GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -5,557. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE NORTH CAROLINA AGRICULTURAL FOUNDATION INC | |||||||||||
| NCSU BOX 7207 | RALEIGH | NC | 27695 | 566049304 | SUPPORTS THE COLLEGE OF AGRICULTURE & LIFE SCIENCES AT NCSU | NC | 501(C)(3) | LINE 5 | N/A | 0 | |
| NC STATE ENGINEERING FOUNDATION | |||||||||||
| NCSU BOX 7207 | RALEIGH | NC | 27695 | 566046987 | SUPPORTS THE COLLEGE OF ENGINEERING AT NCSU | NC | 501(C)(3) | LINE 5 | N/A | 0 | |
| NC STATE NATURAL RESOURCES FOUNDATION | |||||||||||
| NCSU BOX 7207 | RALEIGH | NC | 27695 | 560653350 | SUPPORTS THE COLLEGE OF NATURAL RESOURCES AT NCSU | NC | 501(C)(3) | LINE 5 | N/A | 0 | |
| NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC | |||||||||||
| NCSU BOX 7207 | RALEIGH | NC | 27695 | 566049503 | SUPPORTS THE VARIOUS COLLEGES WITHIN THE UNIVERSITY | NC | 501(C)(3) | LINE 5 | N/A | 0 | |
| NC STATE UNIVERSITY COLLEGE OF SCIENCES | |||||||||||
| NCSU BOX 7207 | RALEIGH | NC | 27695 | 581524289 | SUPPORTS THE COLLEGE OF SCIENCES AT NCSU | NC | 501(C)(3) | LINE 5 | N/A | 0 | |
| NORTH CAROLINA TEXTILE FOUNDATION | |||||||||||
| NCSU BOX 8301 | RALEIGH | NC | 27695 | 566045324 | AIDS EDUCATION & RESEARCH IN THE COLLEGE OF TEXTILES OF NCSU | NC | 501(C)(3) | LINE 5 | N/A | 0 | |
| NORTH CAROLINA VETERINARY MEDICAL FOUNDATION | |||||||||||
| NCSU BOX 7207 | RALEIGH | NC | 27695 | 581344473 | PROVIDES FINANCIAL SUPPORT IN THE FIELD OF VETERINARY MEDICINE AT NCSU | NC | 501(C)(3) | LINE 5 | N/A | 0 | |
| NC STATE INVESTMENT FUND INC | |||||||||||
| NCSU BOX 7207 | RALEIGH | NC | 27695 | 311607634 | INVEST FUNDS OF NC STATE UNIVERSITY ENDOWMENT & RELATED FOUNDATIONS | NC | 501(C)(3) | LINE 12A, I | 0 | NORTH CAROLINA STATE UNIVERSITY | |
| NC STATE UNIVERSITY PARTNERSHIP CORPORATION | |||||||||||
| NCSU BOX 7207 | RALEIGH | NC | 27695 | 561444287 | SUPPORT ORGANIZATION OF NC STATE UNIVERSITY | NC | 501(C)(3) | LINE 12A, I | 0 | NORTH CAROLINA STATE UNIVERSITY | |
| NORTH CAROLINA STATE UNIVERSITY | |||||||||||
| NCSU BOX 7207 | RALEIGH | NC | 27695 | 566000756 | EDUCATION | NC | 115(1) | N/A | N/A | 0 | |
| NC STATE UNIVERSITY STUDENT AID ASSOCIATION | |||||||||||
| PO BOX 37100 | RALEIGH | NC | 27627 | 560650623 | SUPPORTS ATHLETIC PROGRAM AT NCSU | NC | 501(C)(3) | LINE 5 | N/A | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| NORTH CAROLINA STATE UNIVERSITY | ||
| B | $1,208,751 | FMV |
| NORTH CAROLINA STATE UNIVERSITY | ||
| P | $1,737,942 | FMV |
| NORTH CAROLINA STATE UNIVERSITY | ||
| C | $440,000 | FMV |
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