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Nonprofiteer
← UNC HEALTH FOUNDATION INC

Form 990 for tax year 2023

Filed by UNC HEALTH FOUNDATION INC.

What the amendment changed

Compared with the return it replaced , filed 15 November 2024. 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

  • DR WESLEY BURKS
  • DR WESLEY C FOWLER JR
  • MR MICHAEL ANDREASEN
  • MS JANET HADAR

Totals

Total revenue
$62,934,826
Total expenses
$65,312,422
Contributions and grants received
$55,515,266
Grants paid
$53,710,361
Program services expenses (Part IX)
$53,710,361
Management and general expenses
$5,794,194
Fundraising expenses
$5,807,867
Program service expenses (Part III)
$53,710,361

Program services were 82.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LESLIE H NELSON-BERNIER

    CHIEF PHILANTHROPY & PRES

    Total calculated
    $503,141
    From this org
    $436,654
    From related orgs
    $0
    Other
    $66,487
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $353,228
    Bonus
    $83,426
    Other
    $0
    Deferred
    $46,092
    Nontaxable benefits
    $20,395
    Filer's total
    $503,141

  • DR CAM ENARSON MBA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR FRED M DULA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR JOHN A KIRKLAND JR

    DIRECTOR - BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DR LISA GILLESPIE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR STEPHANIE DAVIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR TERRI PHILLIPS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR WESLEY BURKS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DR WESLEY C FOWLER JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR BOB WINSTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR BRYAN LEWIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR BUZZ HEIDT

    DIRECTOR - TREASURER

    Total calculated
    $0
    Hours/week
    1

  • MR D RUSSELL HARRIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR DANIEL DUFFY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR E HOOPER HARDISON JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR ED MCMAHAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR EDWARD HOLMES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR GRAY REED

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR J CARLTON SHOWALTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR MICHAEL ANDREASEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR RICHARD H MOORE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR RONALD A BATCHELOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR SAM SIMPSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR STEVE SKOLSKY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR VICTOR KATS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MR WELFORD TABOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MS ANNE POWELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MS BILLIE STALLINGS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MS JANET HADAR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MS JOYCE POPE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MS KAREN ALBRITTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MS MACHELLE SANDERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MS MARGARET DE ST AUBIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MS MELISSA DANIELS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MS SHAWNA CANNON LEMON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JON ANGIER

    CFO

    Total calculated
    $90,697
    From this org
    $82,872
    From related orgs
    $0
    Other
    $7,825
    Hours/week
    40

  • ROBERT MATTHEW CAIN

    SNR EX DIR DEVELOP

    Total calculated
    $210,532
    From this org
    $178,500
    From related orgs
    $0
    Other
    $32,032
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $178,500
    Bonus
    $0
    Other
    $0
    Deferred
    $24,923
    Nontaxable benefits
    $7,109
    Filer's total
    $210,532

  • MARTIN ALEXANDER BAUCOM

    VP, TRANSFORMATIONAL GIVING

    Total calculated
    $291,644
    From this org
    $249,674
    From related orgs
    $0
    Other
    $41,970
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $249,674
    Bonus
    $0
    Other
    $0
    Deferred
    $34,861
    Nontaxable benefits
    $7,109
    Filer's total
    $291,644

  • AIME C MITCHELL

    EX DIR OPERATIONS

    Total calculated
    $204,760
    From this org
    $173,435
    From related orgs
    $0
    Other
    $31,325
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,435
    Bonus
    $0
    Other
    $0
    Deferred
    $24,216
    Nontaxable benefits
    $7,109
    Filer's total
    $204,760

  • KARA RAYNOR

    VP FOR PHILANTHROPY

    Total calculated
    $208,276
    From this org
    $176,500
    From related orgs
    $0
    Other
    $31,776
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $158,355
    Bonus
    $18,145
    Other
    $0
    Deferred
    $24,667
    Nontaxable benefits
    $7,109
    Filer's total
    $208,276

  • ELIZABETH H GALL

    AVP FOR PHILANTHROPY

    Total calculated
    $246,346
    From this org
    $209,926
    From related orgs
    $0
    Other
    $36,420
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,926
    Bonus
    $0
    Other
    $0
    Deferred
    $29,311
    Nontaxable benefits
    $7,109
    Filer's total
    $246,346

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 — 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

The filer's explanations (Part III)

SCHEDULE J, PART II:
UNRELATED ORGANIZATION COMPENSATION THE ORGANIZATION EMPLOYEES RECEIVE COMPENSATION AND BENEFITS FROM THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL AND UNC HEALTH, AN UNRELATED ORGANIZATION PER 990 INSTRUCTIONS. THEIR COMPENSATION IS DETERMINED IN ACCORDANCE WITH THE PAY AND EMPLOYEE BENEFIT PRACTICES OF THE NORTH CAROLINA STATE GOVERNMENT. UNC HEALTH HR ALSO DOES AN ANNUAL MARKET SURVEY TO DETERMINE COMPENSATION. THE EXECUTIVE COMMITTEE AND FOUNDATION PRESIDENT REVIEWED IT IS AT OR BELOW THE LOCAL MARKET RATE OF OTHER COMPARABLE NON-PROFIT ORGANIZATIONS. THE FOUNDATION PROVIDED COMPENSATION INFORMATION TO THE EXECUTIVE COMMITTEE TO REVIEW FOR FY2024. COMPARATIVE BENCHMARKS WERE PROVIDED FROM THE AAMC AND UNIVERSITY OF NORTH CAROLINA THAT WERE COMPARED TO ACTUAL SALARIES PAID. IT WAS DETERMINED THAT THE SALARIES WERE IN LINE WITH THE BENCHMARKS.

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
9 February 2026
IRS schema version
2023v6.0
Source object
202610409349300126

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