Totals
- Total revenue
- $361,352,697
- Total expenses
- $171,465,522
- Contributions and grants received
- $352,410,439
- Grants paid
- $94,635,770
- Program service revenue
- $100,690
- Investment income
- $8,841,568
- Other revenue
- $0
- Total assets, end of year
- $848,813,093
- Total liabilities, end of year
- $76,742,307
- Net assets or fund balances, end of year
- $772,070,786
- Program services expenses (Part IX)
- $145,920,676
- Management and general expenses
- $6,867,213
- Fundraising expenses
- $18,677,633
- Program service expenses (Part III)
- $145,920,676
Program services were 85.1% 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.
-
1a · Federated campaigns
$629,712
-
1c · Fundraising events
$11,904,511
-
1f · All other contributions, gifts and grants
$339,876,216
-
2a · Program service revenue: PROGRAM RENTAL INCOME
total $100,690 · related or exempt $100,690
-
3 · Investment income
total $6,872,996 · unrelated business -$191,919 · excluded $7,064,915
-
7a · Gross sales of assets other than inventory
securities $234,190,621
-
7b · Less cost or other basis and sales expenses
securities $232,222,049
-
7c · Gain or loss
securities $1,968,572
-
7d · Net gain or loss
total $1,968,572 · excluded $1,968,572
-
8a · Fundraising events: gross income
$6,629,149
-
8a · Fundraising events: contributions included on line 1c
$11,904,511
-
8b · Fundraising events: direct expenses
$6,635,904
-
8c · Net income from fundraising events
total -$6,755 · excluded -$6,755
-
9a · Gaming: gross income
$6,755
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $6,755 · excluded $6,755
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $73,605,890 · program services $73,605,890
-
2 · Grants to domestic individuals
total $21,029,880 · program services $21,029,880
-
5 · Compensation of officers, directors and key employees
total $3,450,758 · management and general $3,450,758
-
7 · Other salaries and wages
total $23,019,789 · program services $10,626,324 · management and general $4,246,520 · fundraising $8,146,945
-
8 · Pension plan contributions
total $1,144,018 · program services $459,254 · management and general $332,665 · fundraising $352,099
-
9 · Other employee benefits
total $3,512,189 · program services $1,654,484 · management and general $809,167 · fundraising $1,048,538
-
10 · Payroll taxes
total $1,913,759 · program services $768,259 · management and general $556,495 · fundraising $589,005
-
11a · Fees: management
total $27,058,205 · program services $22,231,849 · management and general $3,269,131 · fundraising $1,557,225
-
11b · Fees: legal
total $294,753 · management and general $294,753
-
11c · Fees: accounting
total $316,989 · management and general $316,989
-
11e · Fees: professional fundraising services
total $36,000 · fundraising $36,000
-
11f · Fees: investment management
total $808,762 · program services $683,566 · management and general $125,196
-
12 · Advertising and promotion
total $523,809 · program services $305,704 · management and general $19,741 · fundraising $198,364
-
13 · Office expenses
total $8,006,403 · program services $971,281 · management and general $1,899,434 · fundraising $5,135,688
-
14 · Information technology
total -$97,318 · program services $1,551,739 · management and general -$1,907,071 · fundraising $258,014
-
16 · Occupancy
total $1,346,628 · program services $1,122,736 · management and general -$614,378 · fundraising $838,270
-
17 · Travel
total $2,481,258 · program services $1,805,820 · management and general $309,058 · fundraising $366,380
-
19 · Conferences, conventions and meetings
total $2,200,647 · program services $2,030,290 · management and general $54,252 · fundraising $116,105
-
20 · Interest
total $28,440 · management and general $28,440
-
22 · Depreciation, depletion and amortization
total $595,651 · management and general $595,651
-
23 · Insurance
total $154,012 · management and general $154,012
-
24a · Other expenses: BAD DEBT EXPENSE
total $35,000 · fundraising $35,000
-
24b · Other expenses: INDIRECT COST RECOVERY
total $0 · program services $7,073,600 · management and general -$7,073,600
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $144,848,181 · end of year $43,783,759
-
2 · Savings and temporary cash investments
beginning of year $76,570,342 · end of year $193,880,370
-
3 · Pledges and grants receivable
beginning of year $83,993,942 · end of year $243,345,623
-
10a · Land, buildings and equipment: cost or other basis
$38,450,406
-
10b · Land, buildings and equipment: accumulated depreciation
$10,621,184
-
10c · Land, buildings and equipment, net
beginning of year $24,860,087 · end of year $27,829,222
-
11 · Investments: publicly traded securities
beginning of year $166,695,333 · end of year $154,056,557
-
12 · Investments: other securities
beginning of year $176,868,822 · end of year $179,939,215
-
15 · Other assets
beginning of year $6,015,252 · end of year $5,978,347
-
17 · Accounts payable and accrued expenses
beginning of year $14,808,639 · end of year $19,977,699
-
19 · Deferred revenue
beginning of year $8,210,781 · end of year $7,571,107
-
20 · Tax-exempt bond liabilities
beginning of year $25,311,526 · end of year $24,334,966
-
25 · Other liabilities
beginning of year $38,414,602 · end of year $24,858,535
-
27 · Net assets without donor restrictions
beginning of year $48,868,069 · end of year $51,538,604
-
28 · Net assets with donor restrictions
beginning of year $544,238,342 · end of year $720,532,182
Mission and programs · 2022
Mission
UNCF'S MISSION IS TO BUILD A ROBUST AND NATIONALLY-RECOGNIZED PIPELINE OF UNDER-REPRESENTED STUDENTS WHO, BECAUSE OF UNCF SUPPORT, BECOME HIGHLY-QUALIFIED COLLEGE GRADUATES AND TO ENSURE THAT OUR NETWORK OF MEMBER INSTITUTIONS IS A RESPECTED MODEL OF BEST (SEE SCHEDULE O) PRACTICE IN MOVING STUDENTS TO AND THROUGH COLLEGE.
Activities or mission (Part I)
TO ENSURE ALL AMERICANS HAVE EQUAL ACCESS TO A COLLEGE EDUCATION THAT PREPARES (SEE SCHEDULE O) THEM FOR RICH INTELLECTUAL LIVES, COMPETITIVE AND FULFILLING CAREERS, ENGAGED CITIZENSHIP AND SERVICE TO OUR NATION.UNCF HAS HELPED MORE THAN 500,000 STUDENTS EARN THEIR COLLEGE DEGREES SINCE ITS FOUNDING IN 1944. UNCF IS THE NATION'S LARGEST PRIVATE SCHOLARSHIP PROVIDER TO MINORITY GROUP MEMBERS. EACH YEAR, WE AWARD MORE THAN $100 MILLION IN SCHOLARSHIPS TO STUDENTS ATTENDING MORE THAN 1,100 SCHOOLS ACROSS THE COUNTRY, INCLUDING OUR PRESTIGIOUS NETWORK OF 37 MEMBER HBCUS. UNCF MEMBER HBCUS ARE KNOWN FOR THEIR ACHIEVEMENTS - AWARDING UNDERGRADUATE AND GRADUATED DEGREES - PROVIDING IMPRESSIVE RESULTS THROUGH RESEARCH AND PROMOTING ECONOMIC BENEFITS THAT YIELD MAJOR IMPACT FOR THEIR COMMUNITIES, REGIONS, STATES, THE NATION, AND THE WORLD.
-
DIRECT PROGRAM EXPENDITURES RELATED TO DISBURSEMENTS OF SCHOLARSHIPS AND COSTS FOR EVALUATING ELIGIBILITY FOR SCHOLARSHIPS AND EXPENSES. ASSOCIATED WITH PROVIDING TECHNICAL ASSISTANCE TO MEMBER SCHOOLS AND OTHER INSTITUTIONS.THE WORK OF UNCF'S GROWING PORTFOLIO OF SCHOLARSHIP PROGRAMS IS UNRIVALED AND INCLUDES A VARIETY OF SCHOLARSHIP PROGRAMS MANAGED BY UNCF, SUCH AS THE FUND II FOUNDATION UNCF STEM SCHOLARS PROGRAM, UNCF/KOCH SCHOLARS PROGRAM, K-12 EDUCATION FELLOWSHIP AND THE FREDERICK DOUGLASS BICENTENNIAL SCHOLARSHIP PROGRAM. THE PANDA CARES SCHOLARS PROGRAM HAS EXPANDED TO A THREE-YEAR RENEWABLE SCHOLARSHIP AWARD, AND THE FUND II STEM SCHOLARS PROGRAM COMPLETED ITS THIRD (SEE SCHEDULE O)COHORT, CONTINUING TO BUILD ON AN IMPRESSIVE RECORD OF STUDENT OUTCOMES. THE WALTON FELLOWS PROGRAM, AN EDUCATIONAL REFORM PROGRAM AIMED AT HELPING INFORM NEW EDUCATORS ON HOW TO IMPROVE THE K-12 EDUCATION SYSTEM FROM THE INSIDE OUT, CELEBRATED ITS 10TH YEAR. TOGETHER, THESE UNCF SCHOLARSHIP AND STUDENT PROFESSIONAL DEVELOPMENT (INTERNSHIP) PROGRAMS AS WELL AS DOZENS OF OTHER SCHOLARSHIPS, INTERNSHIPS, FELLOWSHIPS AND FACULTY DEVELOPMENT OPPORTUNITIES ADD UP TO SOME OF THE NEWEST, BEST, AND STRONGEST OFFERINGS UNCF HAS FOR STUDENTS AND EDUCATORS, WITH MUCH MORE TO COME. HELPING YOUNG PEOPLE, ESPECIALLY AFRICAN AMERICAN AND OTHER MINORITY STUDENTS, GET AN EDUCATION THAT STARTS ON THE FIRST DAY OF PRESCHOOL AND DOESN'T END UNTIL COLLEGE GRADUATION IS WHAT UNCF IS ALL ABOUT. A THREE-PILLAR STRATEGY GUIDES OUR MISSION: POSITIONING MEMBER INSTITUTIONS AS A VIABLE COLLEGE OPTION FOR STUDENTS AND INVESTING IN INSTITUTIONAL CAPACITY TO IMPROVE STUDENT OUTCOMES; CREATING TRANSFORMATIONAL SUPPORT PROGRAMS TO ENSURE STUDENTS ARE ENROLLING AND PERSISTING THROUGH COLLEGE COMPLETION; BUILDING AWARENESS OF EDUCATIONAL ATTAINMENT AND CULTIVATING COLLEGE-GOING BEHAVIORS WITHIN THE AFRICAN AMERICAN COMMUNITY. THE ONGOING RAPID RISE IN THE COST OF COLLEGE ATTENDANCE, THE INABILITY TO EARN FUNDS DURING THE COVID-19 PANDEMIC AND DECREASING FINANCIAL AID HAVE CAUSED MORE AND MORE STUDENTS TO APPLY TO UNCF FOR ASSISTANCE EACH YEAR. HOWEVER, WE CAN SUPPORT ONLY ONE OUT OF EVERY 10 STUDENTS WHO APPLIES. THESE STUDENTS ARE OUR FUTURE HEALTH PROFESSIONALS, SOCIAL WORKERS, TEACHERS, GOVERNMENT POLICY MAKERS, ENTREPRENEURS, BUSINESS LEADERS AND MILITARY MEN AND WOMEN - THEY ARE THE FUTURE PROSPERITY OF OUR NATION. WE THANK ALL DONORS, PAST AND CURRENT FOR THEIR FINANCIAL CONTRIBUTIONS AND VOLUNTEERISM AND HOPE NEW DONORS ARE INSPIRED TO SUPPORT UNCF'S WORTHY MISSION BY GIVING AS DEEPLY AS POSSIBLE BECAUSE "A MIND IS A TERRIBLE THING TO WASTE, BUT A WONDERFUL THING TO INVEST IN."
Expenses $94,603,486 · Grants $49,263,930
-
THE GATES MILLENNIUM SCHOLARS PROGRAM (GMSP) COVERS COST OF EDUCATION TO SUPPORT UNDERGRADUATE PROGRAMS FOR OUTSTANDING STUDENTS OF COLOR WITH SIGNIFICANT FINANCIAL NEED, AND THE COSTS THROUGH DOCTORAL DEGREES IN SEVEN TARGET DISCIPLINES FOR STUDENTS SELECTED AS GATES MILLENNIUM SCHOLARS. GMSP, THE MOST EXTENSIVE PROGRAM IN UNCF'S HISTORY, WAS AWARDED IN 1999 BY THE BILL AND MELINDA GATES FOUNDATION FOR $1.6 BILLION. THIS 20-YEAR PROGRAM SUNSETS IN 2029.
Expenses $27,790,065 · Grants $24,207,260
-
DISTRIBUTIONS TO MEMBER INSTITUTIONS.
Expenses $21,029,880 · Grants $21,029,880
-
INSTITUTIONAL SERVICES PROVIDED TO MEMBER INSTITUTIONS OF UNCF AND OTHER PROGRAM SERVICES.
Expenses $2,497,245 · Grants $134,700 · Revenue $100,690
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Mr Milton H Jones JrMR MILTON H JONES JR
CHAIR OF THE BOARD
- Total calculated
- $0
- Hours/week
- 9.6
-
Dr George T French JrDR GEORGE T FRENCH JR
VICE CHAIR/INSTITUTIONAL D
- Total calculated
- $0
- Hours/week
- 0.75
-
Mr Alfred G GoldsteinMR ALFRED G GOLDSTEIN
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.75
-
Dr David L BeckleyDR DAVID L BECKLEY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Mr Michael J ClevelandMR MICHAEL J CLEVELAND
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Ms Celia A ColbertMS CELIA A COLBERT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1.25
-
Mr Gregory G CunninghamMR GREGORY G CUNNINGHAM
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Mr Paul GamaMR PAUL GAMA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Mr Aloysius McLaughlinMR ALOYSIUS MCLAUGHLIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.75
-
Mr Kenneth B MehlmanMR KENNETH B MEHLMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Ms Laurie ReadheadMS LAURIE READHEAD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Ms Nicole RossMS NICOLE ROSS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Mr David SableMR DAVID SABLE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Ms Teresa M SebastianMS TERESA M SEBASTIAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1.25
-
Mr William F StasiorMR WILLIAM F STASIOR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2.5
-
Dr Henry N TisdaleDR HENRY N TISDALE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Ms Carmen WaltersMS CARMEN WALTERS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Ernest C McNealeyDR ERNEST C MCNEALEY
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Roslyn Clark ArtisDR ROSLYN CLARK ARTIS
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Suzanne WalshDR SUZANNE WALSH
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Lawrence M DrakeDR LAWRENCE M DRAKE
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Dwaun J WarmackDR DWAUN J WARMACK
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Rochelle L FordDR ROCHELLE L FORD
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr A Zachary FaisonDR A ZACHARY FAISON
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Frank L SimsDR FRANK L SIMS
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Jaffus HardrickDR JAFFUS HARDRICK
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Melva K WilliamsDR MELVA K WILLIAMS
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Rev Matthew Wesley WilliamsREV MATTHEW WESLEY WILLIAMS
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Lester C NewmanDR LESTER C NEWMAN
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Clarence D ArmbristerDR CLARENCE D ARMBRISTER
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Logan C HamptonDR LOGAN C HAMPTON
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Vernell Bennett-FairsDR VERNELL BENNETT-FAIRS
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Anthony J DavisDR ANTHONY J DAVIS
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Bobbie KnightDR BOBBIE KNIGHT
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr David A ThomasDR DAVID A THOMAS
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Leroy StaggersDR LEROY STAGGERS
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Leslie N PollardDR LESLIE N POLLARD
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Cheryl Evans JonesDR CHERYL EVANS JONES
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Roderick L Smothers SrDR RODERICK L SMOTHERS SR
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Ivy R TaylorDR IVY R TAYLOR
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Christine Johnson McPhailDR CHRISTINE JOHNSON MCPHAIL
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Paulette DillardDR PAULETTE DILLARD
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Helene D GayleDR HELENE D GAYLE
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Cynthia WarrickDR CYNTHIA WARRICK
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Gregory J VincentDR GREGORY J VINCENT
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Dwight J FennellDR DWIGHT J FENNELL
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Carmen WaltersDR CARMEN WALTERS
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Charlotte P MorrisDR CHARLOTTE P MORRIS
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Hakim J LucasDR HAKIM J LUCAS
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Ronnie HopkinsDR RONNIE HOPKINS
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Elfred Anthony PinkardDR ELFRED ANTHONY PINKARD
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Herman J Felton JrDR HERMAN J FELTON JR
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr C Reynold VerretDR C REYNOLD VERRET
INSTITUTIONAL DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Michael L LomaxDR MICHAEL L LOMAX
PRESIDENT & CEO
- Total calculated
- $994,390
- From this org
- $853,098
- From related orgs
- $0
- Other
- $141,292
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $614,562
- Bonus
- $141,250
- Other
- $97,286
- Deferred
- $100,000
- Nontaxable benefits
- $41,292
- Filer's total
- $994,390
-
Mr Seth BarduMR SETH BARDU
SVP, CFO & TREASURER
- Total calculated
- $375,304
- From this org
- $325,779
- From related orgs
- $0
- Other
- $49,525
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $285,866
- Bonus
- $32,000
- Other
- $7,913
- Deferred
- $0
- Nontaxable benefits
- $49,525
- Filer's total
- $375,304
-
Ms Desiree C BoykinMS DESIREE C BOYKIN
VP GENERAL COUNSEL & SECRE
- Total calculated
- $335,218
- From this org
- $289,837
- From related orgs
- $0
- Other
- $45,381
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $258,354
- Bonus
- $15,500
- Other
- $15,983
- Deferred
- $0
- Nontaxable benefits
- $45,381
- Filer's total
- $335,218
-
Mr Early ReeseMR EARLY REESE
COO
- Total calculated
- $676,400
- From this org
- $547,727
- From related orgs
- $0
- Other
- $128,673
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $422,047
- Bonus
- $106,344
- Other
- $19,336
- Deferred
- $100,000
- Nontaxable benefits
- $28,673
- Filer's total
- $676,400
-
Mr Maurice JenkinsMR MAURICE JENKINS
EVP & CHIEF DEVELOPMENT OF
- Total calculated
- $537,251
- From this org
- $434,425
- From related orgs
- $0
- Other
- $102,826
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $321,928
- Bonus
- $84,084
- Other
- $28,413
- Deferred
- $75,000
- Nontaxable benefits
- $27,826
- Filer's total
- $537,251
-
Ms Lajuan LylesMS LAJUAN LYLES
SVP, HR & ADMINISTRATION
- Total calculated
- $433,993
- From this org
- $392,779
- From related orgs
- $0
- Other
- $41,214
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $289,917
- Bonus
- $78,250
- Other
- $24,612
- Deferred
- $0
- Nontaxable benefits
- $41,214
- Filer's total
- $433,993
-
Mr Lawrence Griffith JrMR LAWRENCE GRIFFITH JR
SVP, SCHOLARSHIPS & PROGRA
- Total calculated
- $377,332
- From this org
- $346,477
- From related orgs
- $0
- Other
- $30,855
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $265,647
- Bonus
- $57,650
- Other
- $23,180
- Deferred
- $0
- Nontaxable benefits
- $30,855
- Filer's total
- $377,332
-
Mr Diego AvilesMR DIEGO AVILES
VP. DEV NORTHERN DIVISION
- Total calculated
- $307,127
- From this org
- $258,708
- From related orgs
- $0
- Other
- $48,419
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $238,823
- Bonus
- $18,538
- Other
- $1,347
- Deferred
- $0
- Nontaxable benefits
- $48,419
- Filer's total
- $307,127
-
Mr Robert RuckerMR ROBERT RUCKER
VP, RESEARCH & MEMBER ENGA
- Total calculated
- $303,584
- From this org
- $277,531
- From related orgs
- $0
- Other
- $26,053
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $241,503
- Bonus
- $24,100
- Other
- $11,928
- Deferred
- $0
- Nontaxable benefits
- $26,053
- Filer's total
- $303,584
-
Mr Lodriguez MurrayMR LODRIGUEZ MURRAY
VP. GOVERNMENT AFFAIRS
- Total calculated
- $399,946
- From this org
- $321,088
- From related orgs
- $0
- Other
- $78,858
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $277,965
- Bonus
- $42,500
- Other
- $623
- Deferred
- $50,000
- Nontaxable benefits
- $28,858
- Filer's total
- $399,946
-
Ms Paulette JacksonMS PAULETTE JACKSON
VP DEV. HEADQUARTER DIVISI
- Total calculated
- $328,506
- From this org
- $300,806
- From related orgs
- $0
- Other
- $27,700
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $243,244
- Bonus
- $50,000
- Other
- $7,562
- Deferred
- $0
- Nontaxable benefits
- $27,700
- Filer's total
- $328,506
-
Ms Therese BadonMS THERESE BADON
VP OF DEVELOPMENT
- Total calculated
- $291,046
- From this org
- $255,196
- From related orgs
- $0
- Other
- $35,850
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $222,965
- Bonus
- $16,980
- Other
- $15,251
- Deferred
- $0
- Nontaxable benefits
- $35,850
- Filer's total
- $291,046
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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 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
The filer's explanations (Part III)
- PART I, LINE 4B
- NON-QUALIFIED DEFERRED COMPENSATION PLANS ARE IN PLACE FOR DR. MICHAEL LOMAX, PRESIDENT & CEO; MR EARLY REESE, CHIEF OPERATING OFFICER; MR. MAURICE JENKINS, EVP & CHIEF DEVELOPMENT OFFICER; AND MR LODRIGUEZ MURRAY, SVP FOR PUBLIC POLICY AND GOVERNMENT AFFAIRS. THE TERMS AND CONDITIONS OF EACH OF THE RETIREMENT PLANS ARE IN KEEPING WITH THOSE OFFERED BY COMPARABLE INSTITUTIONS AND ARE DESIGNED TO ENSURE LONG-TERM TENURE. IN 2022 UNCF DEFERRED $100,000, $100,000, $75,000 AND $50,000 FOR DR LOMAX, MR REESE, MR JENKINS AND MR MURRAY, RESPECTIVELY.
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
-
$8,112,360
GRANTS & SCHOLARSHIPS
-
AMERICAN INDIAN GRADUATE CENTER SCHOLARS
$3,853,389
GRANTS & SCHOLARSHIPS
-
$2,966,482
GRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN
-
$2,804,581
GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
-
$2,663,418
GRANTS & SCHOLARSHIPS
-
$2,629,944
GRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN
-
$1,844,536
GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
-
$1,640,030
GRANTS & SCHOLARSHIPS, TECH ASSIST, AREA OFFICE JOINT CAMPAIGN
-
$1,471,500
GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
-
$1,466,346
GRANTS & SCHOLARSHIPS, AREA OFFICE JOINT CAMPAIGN
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 12 December 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313469349300741
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.