Skip to content
Nonprofiteer
← SCHOOL OF GOVERNMENT SERVICES

Form 990 for tax year 2022

Filed by SCHOOL OF GOVERNMENT SERVICES.

Totals

Total revenue
$5,956,937
Total expenses
$5,938,797
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$5,941,305
Investment income
$0
Other revenue
$15,632
Total assets, end of year
$3,026,537
Total liabilities, end of year
$2,245,660
Net assets or fund balances, end of year
$780,877
Program services expenses (Part IX)
$5,610,419
Management and general expenses
$328,378
Fundraising expenses
$0
Program service expenses (Part III)
$5,610,419

Program services were 94.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: SALES REVENUE

    total $4,270,391 · related or exempt $4,270,391

  • 2b · Program service revenue: CONTRACT REVENUE

    total $1,670,914 · related or exempt $1,670,914

  • 11a · Other revenue: MISCELLANEOUS

    total $15,632 · related or exempt $15,632

  • 11e · Other revenue, total

    $15,632

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,967,627 · program services $1,953,826 · management and general $13,801

  • 11g · Fees: other

    total $523,923 · program services $478,353 · management and general $45,570

  • 12 · Advertising and promotion

    total $22,114 · program services $6,261 · management and general $15,853

  • 14 · Information technology

    total $392,306 · program services $301,825 · management and general $90,481

  • 16 · Occupancy

    total $221,964 · program services $221,964

  • 17 · Travel

    total $157,694 · program services $157,694

  • 19 · Conferences, conventions and meetings

    total $598,217 · program services $598,217

  • 22 · Depreciation, depletion and amortization

    total $1,541 · program services $1,541

  • 24a · Other expenses: COURSE AND MARKETING SU

    total $1,634,981 · program services $1,634,981

  • 24b · Other expenses: MISCELLANEOUS

    total $128,083 · program services $22,738 · management and general $105,345

  • 24c · Other expenses: EI REVENUE SHARE

    total $126,266 · program services $126,266

  • 24d · Other expenses: DUES

    total $51,198 · program services $49,985 · management and general $1,213

  • 24e · All other expenses

    total $112,883 · program services $56,768 · management and general $56,115

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,279,666 · end of year $1,528,579

  • 4 · Accounts receivable

    beginning of year $283,199 · end of year $244,699

  • 9 · Prepaid expenses and deferred charges

    beginning of year $74,546 · end of year $129,911

  • 10a · Land, buildings and equipment: cost or other basis

    $7,705

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,697

  • 10c · Land, buildings and equipment, net

    beginning of year $6,549 · end of year $5,008

  • 15 · Other assets

    beginning of year $185,080 · end of year $1,118,340

  • 17 · Accounts payable and accrued expenses

    beginning of year $336,099 · end of year $472,894

  • 19 · Deferred revenue

    beginning of year $515,414 · end of year $686,818

  • 25 · Other liabilities

    beginning of year $214,790 · end of year $1,085,948

  • 27 · Net assets without donor restrictions

    beginning of year $762,737 · end of year $780,877

Mission and programs · 2022

Mission

TO FACILITATE THE WORK UNC SCHOOL OF GOVERNMENT TO IMPROVE THE LIVES OF NORTH CAROLINIANS BY ENGAGING IN PRACTICAL SCHOLARSHIP THAT HELPS PUBLIC OFFICIALS AND CITIZENS UNDERSTAND AND IMPROVE STATE AND LOCAL GOVERNMENT.

Activities or mission (Part I)

TO FACILITATE THE WORK UNC SCHOOL OF GOVERNMENT BY ENGAGING IN PRACTICAL SCHOLARSHIP THAT HELPS PUBLIC OFFICIALS AND CITIZENS UNDERSTAND AND IMPROVE STATE AND LOCAL GOVERNMENT.

  • SCHOOL OF GOVERNMENT SERVICES WILL PROVIDE ADMINISTRATIVE SERVICES TO SUPPORT THE WORK OF THE UNC SCHOOL OF GOVERNMENT. THE SCHOOL OF GOVERNMENT PROVIDES RESEARCH, SCHOLARSHIP, CONSULTING AND INSTRUCTION TO STATE AND LOCAL GOVERNMENTS, THEIR EMPLOYEES, AND OTHER INTERESTED INDIVIDUALS TO HELP SOLVE A WIDE VARIETY OF CHALLENGES FACED IN THE FURTHERANCE OF PROVIDING SERVICES TO CITIZENS. THE SCHOOL OF GOVERNMENT OPERATES WITH NON-PARTISAN AND NON-ADVOCACY PRINCIPALS. EACH YEAR THE SCHOOL REACHES OVER 12,000 LOCAL GOVERNMENT OFFICIALS THROUGH COURSES, INCLUDING OVER 5,000 PAID INDIVIDUAL REGISTRATIONS WHICH GENERATE OVER $3M PER YEAR. THE SCHOOL ALSO ENGAGES IN OVER 65 NEW CONSULTING CONTRACTS EACH YEAR GENERATING OVER $1M PER YEAR. IN ADDITION TO THESE SERVICES THE SCHOOL ALSO PROVIDES SECRETARIAT SERVICES TO ORGANIZATIONS SUPPORTING STATE, LOCAL GOVERNMENT AND PUBLIC SERVICE EMPLOYEES SUCH AS THE NORTH CAROLINA CITY AND COUNTY MANAGERS ASSOCIATION AND THE CONSORTIUM OF UNIVERSITY PUBLIC SERVICE ORGANIZATIONS.

    Expenses $5,610,419 · Revenue $5,956,937

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Kara Millonzi

    DIRECTOR

    Total calculated
    $226,702
    From this org
    $0
    From related orgs
    $191,021
    Other
    $35,681
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $182,440 related
    Bonus
    $0 + $8,581 related
    Other
    $0
    Deferred
    $0 + $25,897 related
    Nontaxable benefits
    $0 + $9,784 related
    Filer's total
    $0 + $226,702 related
  • Dewitt F Mac McCarley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Alycia Inserra

    DIRECTOR

    Total calculated
    $106,013
    From this org
    $0
    From related orgs
    $69,167
    Other
    $36,846
    Hours/week
    0.5 + 39.5 related
  • Marcia Perritt

    DIRECTOR

    Total calculated
    $129,151
    From this org
    $0
    From related orgs
    $100,678
    Other
    $28,473
    Hours/week
    0.5 + 39.5 related
  • Maurice Ferrell

    DIRECTOR

    Total calculated
    $149,052
    From this org
    $0
    From related orgs
    $109,118
    Other
    $39,934
    Hours/week
    0.5 + 39.5 related
  • Greg Allison

    SECRETARY

    Total calculated
    $247,399
    From this org
    $0
    From related orgs
    $204,699
    Other
    $42,700
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $195,193 related
    Bonus
    $0 + $9,506 related
    Other
    $0
    Deferred
    $0 + $28,246 related
    Nontaxable benefits
    $0 + $14,454 related
    Filer's total
    $0 + $247,399 related
  • Lauren Partin

    EXECUTIVE DIRECTOR

    Total calculated
    $285,922
    From this org
    $0
    From related orgs
    $218,017
    Other
    $67,905
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $207,285 related
    Bonus
    $0 + $9,820 related
    Other
    $0 + $912 related
    Deferred
    $0 + $54,476 related
    Nontaxable benefits
    $0 + $13,429 related
    Filer's total
    $0 + $285,922 related
  • Alexandra Herndon

    TREASURER

    Total calculated
    $149,652
    From this org
    $0
    From related orgs
    $131,560
    Other
    $18,092
    Hours/week
    2 + 38 related
  • Michael R Smith

    DEAN SCHOOL OF GOVERNMENT THRU DEC 2022

    Total calculated
    $394,024
    From this org
    $0
    From related orgs
    $338,442
    Other
    $55,582
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $322,637 related
    Bonus
    $0 + $14,965 related
    Other
    $0 + $840 related
    Deferred
    $0 + $45,694 related
    Nontaxable benefits
    $0 + $9,888 related
    Filer's total
    $0 + $394,024 related
  • Aimee N Wall

    DEAN SCHOOL OF GOVERNMENT FROM DEC 2023

    Total calculated
    $249,103
    From this org
    $0
    From related orgs
    $204,821
    Other
    $44,282
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $195,343 related
    Bonus
    $0 + $8,500 related
    Other
    $0 + $978 related
    Deferred
    $0 + $28,494 related
    Nontaxable benefits
    $0 + $15,788 related
    Filer's total
    $0 + $249,103 related
  • Christopher Tyler Mulligan

    DFI DIRECTOR THRU DEC 2022

    Total calculated
    $228,320
    From this org
    $0
    From related orgs
    $185,377
    Other
    $42,943
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $176,344 related
    Bonus
    $0 + $8,193 related
    Other
    $0 + $840 related
    Deferred
    $0 + $25,977 related
    Nontaxable benefits
    $0 + $16,966 related
    Filer's total
    $0 + $228,320 related

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

No itemized grants to organizations 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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • SOG DFI LLC

    PROVIDES PREDEVELOPMENT SERVICES TO LOCAL GOVT'S PER CONTRACTED AGREEMENTS. · NC · income $1,123,646 · assets $1,230,256

    Directly controlled by SCHOOL OF GOVERNMENT SERVICES

Provenance

Return type
form_990
Tax year
2022
Filed
29 April 2024
IRS schema version
2022v5.0
Source object
202431229349300913

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.