Form 990 for tax year 2023
Filed by SCHOOL OF GOVERNMENT FOUNDATION INC.
Totals
- Total revenue
- $4,245,132
- Total expenses
- $6,360,201
- Contributions and grants received
- $4,160,987
- Grants paid
- $5,648,082
- Program service revenue
- $0
- Investment income
- $83,789
- Other revenue
- $356
- Total assets, end of year
- $57,284,917
- Total liabilities, end of year
- $85,262
- Net assets or fund balances, end of year
- $57,199,655
- Program services expenses (Part IX)
- $5,648,082
- Management and general expenses
- $51,474
- Fundraising expenses
- $660,645
- Program service expenses (Part III)
- $5,648,082
Program services were 88.8% 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.
-
1f · All other contributions, gifts and grants
$4,160,987
-
1g · Noncash contributions included above
$2,649
-
3 · Investment income
total $83,398 · excluded $83,398
-
7a · Gross sales of assets other than inventory
securities $24,713
-
7b · Less cost or other basis and sales expenses
securities $24,322
-
7c · Gain or loss
securities $391
-
7d · Net gain or loss
total $391 · excluded $391
-
11a · Other revenue: MISCELLANEOUS
total $356 · related or exempt $356
-
11e · Other revenue, total
$356
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $5,648,082 · program services $5,648,082
-
5 · Compensation of officers, directors and key employees
total $274,693 · fundraising $274,693
-
7 · Other salaries and wages
total $297,891 · fundraising $297,891
-
11g · Fees: other
total $50,487 · management and general $45,500 · fundraising $4,987
-
13 · Office expenses
total $7,520 · management and general $339 · fundraising $7,181
-
14 · Information technology
total $3,035 · management and general $2,500 · fundraising $535
-
17 · Travel
total $3,899 · fundraising $3,899
-
19 · Conferences, conventions and meetings
total $9,721 · fundraising $9,721
-
23 · Insurance
total $3,135 · management and general $3,135
-
24a · Other expenses: DEVELOPMENT ADMIN FEES
total $59,457 · fundraising $59,457
-
24b · Other expenses: MISCELLANEOUS
total $1,332 · fundraising $1,332
-
24c · Other expenses: DUES & SUBSCRIPTIONS
total $949 · fundraising $949
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $7,066,357 · end of year $7,178,138
-
3 · Pledges and grants receivable
beginning of year $10,524,608 · end of year $10,042,567
-
4 · Accounts receivable
beginning of year $20,386 · end of year $75
-
12 · Investments: other securities
beginning of year $37,070,042 · end of year $40,064,137
-
17 · Accounts payable and accrued expenses
beginning of year $11,172 · end of year $85,262
-
27 · Net assets without donor restrictions
beginning of year $33,873,275 · end of year $36,158,294
-
28 · Net assets with donor restrictions
beginning of year $20,796,946 · end of year $21,041,361
Mission and programs · 2023
Mission
THE FOUNDATION SUPPORTS TEACHING, RESEARCHING, CONSULTING AND PUBLISHING AT THE SCHOOL OF GOVERNMENT AT UNC BY PROVIDING FUNDING.
Activities or mission (Part I)
THE FOUNDATION SUPPORTS ACTIVITIES OF THE SCHOOL OF GOVERNMENT AT UNC BY PROVIDING FUNDING.
-
SUPPORT OF THE SCHOOL OF GOVERNMENT AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL.
Expenses $5,648,082 · Grants $5,648,082
As filed on the 2023 return.
Listed in Part VII
-
Marchell Adams-DavidMARCHELL ADAMS-DAVID
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Kenneth Lee CarterKENNETH LEE CARTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Ashley RuffinASHLEY RUFFIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Lorrin FreemanLORRIN FREEMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Grant W GoingsGRANT W GOINGS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
J Edward KitchenJ EDWARD KITCHEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Kevin LeonardKEVIN LEONARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Katie LoovisKATIE LOOVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 1 related
-
Charles B NeelyCHARLES B NEELY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Christopher RiddickCHRISTOPHER RIDDICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Glenn AdamsGLENN ADAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Rose WilliamsROSE WILLIAMS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
McKinley WootenMCKINLEY WOOTEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Aimee N WallAIMEE N WALL
EXECUTIVE DIRECTOR
- Total calculated
- $364,883
- From this org
- $0
- From related orgs
- $305,869
- Other
- $59,014
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $305,029 related
- Bonus
- $0
- Other
- $0 + $840 related
- Deferred
- $0 + $43,838 related
- Nontaxable benefits
- $0 + $15,176 related
- Filer's total
- $0 + $364,883 related
-
Gregory S AllisonGREGORY S ALLISON
SECRETARY
- Total calculated
- $263,630
- From this org
- $0
- From related orgs
- $220,938
- Other
- $42,692
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $220,938 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $31,456 related
- Nontaxable benefits
- $0 + $11,236 related
- Filer's total
- $0 + $263,630 related
-
Jennifer WillisJENNIFER WILLIS
ASSISTANT EXECUTIVE DIRECTOR
- Total calculated
- $243,284
- From this org
- $0
- From related orgs
- $194,110
- Other
- $49,174
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $164,110 related
- Bonus
- $0
- Other
- $0 + $30,000 related
- Deferred
- $0 + $48,414 related
- Nontaxable benefits
- $0 + $760 related
- Filer's total
- $0 + $243,284 related
-
Kellie BlueKELLIE BLUE
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
Patricia MitchellPATRICIA MITCHELL
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Lauren PartinLAUREN PARTIN
TREASURER
- Total calculated
- $304,142
- From this org
- $0
- From related orgs
- $232,317
- Other
- $71,825
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $231,477 related
- Bonus
- $0
- Other
- $0 + $840 related
- Deferred
- $0 + $59,056 related
- Nontaxable benefits
- $0 + $12,769 related
- Filer's total
- $0 + $304,142 related
-
Robert Bradford MallardROBERT BRADFORD MALLARD
ASSISTANT DEAN FOR ADVANCEMENT
- Total calculated
- $148,754
- From this org
- $0
- From related orgs
- $108,184
- Other
- $40,570
- Hours/week
- 2 + 38 related
-
Alexandra HerndonALEXANDRA HERNDON
ASSISTANT DEAN FOR BUSINESS & FINANCE
- Total calculated
- $153,872
- From this org
- $0
- From related orgs
- $132,109
- Other
- $21,763
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $131,257 related
- Bonus
- $0
- Other
- $0 + $852 related
- Deferred
- $0 + $18,868 related
- Nontaxable benefits
- $0 + $2,895 related
- Filer's total
- $0 + $153,872 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
-
$5,648,082
SUPPORT OF THE SCHOOL OF GOVERNMENT AT THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL.
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.
-
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL SCHOOL OF GOVERNMENT
501(C)(3) · HIGHER EDUCATION AND RESEARCH · NC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501009349301375
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