Totals
- Total revenue
- $57,795,670
- Total expenses
- $59,596,819
- Contributions and grants received
- $49,833,230
- Grants paid
- $50,174,193
- Program services expenses (Part IX)
- $50,174,193
- Management and general expenses
- $4,476,391
- Fundraising expenses
- $4,946,235
- Program service expenses (Part III)
- $50,174,193
Program services were 84.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
DR STEPHANIE DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DR FRED M DULA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MR R GORDON GRUBB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MR D RUSSELL HARRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MR J CARLTON SHOWALTER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MS KAREN ALBRITTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DR CAM ENARSON MBA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MR E HOOPER HARDISON JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MR VICTOR KATS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MR ED MCMAHAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MS BILLIE STALLINGS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MR RONALD A BATCHELOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MS MELISSA DANIELS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MR BUZZ HEIDT
DIRECTOR - TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
MR RICHARD H MOORE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DR JOHN A KIRKLAND JR
DIRECTOR - BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
MS ANNE POWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MR GRAY REED
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MR SAM SIMPSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DR LISA GILLESPIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MS MARGARET DE ST AUBIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MS SHAWNA CANNON LEMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MR BRYAN LEWIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MS JOYCE POPE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MS MACHELLE SANDERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MR LINDSAY SEWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DR TERRI PHILLIPS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MR STEVE SKOLSKY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LESLIE H NELSON-BERNIER
CHIEF PHILANTHROPY & PRES
- Total calculated
- $407,532
- From this org
- $343,376
- From related orgs
- $0
- Other
- $64,156
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $343,376
- Bonus
- $0
- Other
- $0
- Deferred
- $45,970
- Nontaxable benefits
- $18,186
- Filer's total
- $407,532
-
LEE ANTHONY WAGNER
CFO & ASST. TREASURER
- Total calculated
- $173,443
- From this org
- $147,831
- From related orgs
- $0
- Other
- $25,612
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,831
- Bonus
- $0
- Other
- $0
- Deferred
- $19,574
- Nontaxable benefits
- $6,038
- Filer's total
- $173,443
-
JODI AMBER ROBINETTE
SNR DIR OF DONOR EXPERIENC
- Total calculated
- $209,104
- From this org
- $162,003
- From related orgs
- $0
- Other
- $47,101
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $154,348
- Bonus
- $7,655
- Other
- $0
- Deferred
- $39,390
- Nontaxable benefits
- $7,711
- Filer's total
- $209,104
-
MARTIN ALEXANDER BAUCOM
VP FOR DEVELOPMENT
- Total calculated
- $294,943
- From this org
- $253,381
- From related orgs
- $0
- Other
- $41,562
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $241,556
- Bonus
- $11,825
- Other
- $0
- Deferred
- $33,851
- Nontaxable benefits
- $7,711
- Filer's total
- $294,943
-
ELI JORDFALD
EX DIR HEALTHCARE PHILANTH
- Total calculated
- $192,663
- From this org
- $163,151
- From related orgs
- $0
- Other
- $29,512
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,496
- Bonus
- $7,655
- Other
- $0
- Deferred
- $21,801
- Nontaxable benefits
- $7,711
- Filer's total
- $192,663
-
KEELA CASEY LYON
SNR EX DIR DEVELOP & COMM
- Total calculated
- $192,663
- From this org
- $163,151
- From related orgs
- $0
- Other
- $29,512
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $155,496
- Bonus
- $7,655
- Other
- $0
- Deferred
- $21,801
- Nontaxable benefits
- $7,711
- Filer's total
- $192,663
-
ELIZABETH H GALL
SNR EX DIR DEVELOP & COMM
- Total calculated
- $251,083
- From this org
- $214,698
- From related orgs
- $0
- Other
- $36,385
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $204,755
- Bonus
- $9,943
- Other
- $0
- Deferred
- $28,674
- Nontaxable benefits
- $7,711
- Filer's total
- $251,083
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 FY2023. 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
-
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
$46,048,008
SEE PART IV
-
SEE PART IV
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.
-
GROVER C DALE MD MEDICAL RESEARCH TRUST
501(C)(3) · RESEARCH · NC · controlled entity
Directly controlled by UNC HEALTH
-
GROVER C DALE MD SCHOLARSHIP TRUST
501(C)(3) · SCHOLARSHIPS · NC · controlled entity
Directly controlled by UNC HEALTH
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333199349316418
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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