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← UNC-G EXCELLENCE FOUNDATION

Form 990 for tax year 2023

Filed by UNC-G EXCELLENCE FOUNDATION.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2023 , filed 24 April 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Listed only on the later return

  • BEVERLY CLEVELAND
  • BRAD MORTON
  • BRYAN CHAPMAN
  • CAMMILLE TOWNSEND
  • CAROLYNN RICE
  • CARRIE STEWART
  • CHERYL MCQUEARY
  • DAVID GALBRAITH
  • DEBRA BAILEY
  • DELORES DAVIS PAYLOR
  • DOUGLAS COPELAND
  • GREGORY WILLIAMS
  • JAN WAGENSELLER
  • JASON CALDWELL
  • JENNIFER MORRIS
  • JUSTIN OUTLING
  • LINDA HIGGINS
  • PATRICIA CUMMINGS
  • PHAEDRA GROVE
  • SARAH SHOFFNER
  • TERRI MAULTSBY

Listed under a different title

  • MR LASCEL WEBLEY JR: CHAIR then DIRECTOR

Totals

Total revenue
$4,982,444
Total expenses
$8,611,112
Contributions and grants received
$5,621,867
Grants paid
$7,516,648
Program service revenue
$0
Investment income
-$644,393
Other revenue
$4,970
Total assets, end of year
$226,098,552
Total liabilities, end of year
$6,718,708
Net assets or fund balances, end of year
$219,379,844
Program services expenses (Part IX)
$7,516,648
Management and general expenses
$1,094,464
Fundraising expenses
$0
Program service expenses (Part III)
$7,516,648

Program services were 87.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MRS BETH FISCHER

    PRESIDENT/EX OFFICIO

    Total calculated
    $342,356
    From this org
    $0
    From related orgs
    $295,581
    Other
    $46,775
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,973 related
    Bonus
    $0 + $12,608 related
    Other
    $0
    Deferred
    $0 + $39,666 related
    Nontaxable benefits
    $0 + $7,109 related
    Filer's total
    $0 + $342,356 related

  • MR LASCEL WEBLEY JR

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MR ROBERT J SHEA JR

    TREASURER/EX OFFICIO

    Total calculated
    $374,260
    From this org
    $0
    From related orgs
    $300,770
    Other
    $73,490
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $300,290 related
    Bonus
    $0 + $480 related
    Other
    $0
    Deferred
    $0 + $73,490 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $374,260 related

  • MR HANK CUNNINGHAM JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MRS LISA JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MRS MESHA BAND KEMP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR ALAN OVERBY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
3 April 2025
IRS schema version
2023v6.0
Source object
202510939349301426

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