UNIVERSITY OF NORTH CAROLINA AT CHAPEL H ARTS & SCIENCES FOUNDATION (EIN 561150509) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

ANNE CRAIGHILL COLLINS

Phone

9199620552

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF NORTH CAROLINA AT CHAPEL H ARTS & SCIENCES FOUNDATION, founded in 1975, is a mid-sized nonprofit in the Education sector that reported $28.1M in total revenue in fiscal year 2024. Net assets of $629.5M represent 268 months of operating reserves.

Mission

THE ARTS & SCIENCES FOUNDATION'S MISSION IS TO ENHANCE THE COLLEGE BY MEETING THE NEEDS OF THE VARIOUS ACADEMIC DEPARTMENTS, PROMOTING TEACHING, RESEARCH AND SERVICE, AND SUPPORTING THE CONTINUING DEVELOPMENT OF KNOWLEDGE AND LEARNING.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $27,261,034

Program Service Revenue $0

Investment Income $886,559

Other Revenue $0

TOTAL REVENUE $28,147,593

Expense Breakdown

Grants Paid $27,943,414

Salaries & Benefits $0

Fundraising Expenses $826,978

Program Expenses $28,039,580

Other Expenses $1,222,255

TOTAL EXPENSES $29,165,669

Year-over-Year Comparison

	2024	2023	Change
Revenue	$28,147,593	$27,382,638	+0.0%
Expenses	$29,165,669	$24,073,461	+0.2%
Net Income	$-1,018,076	$3,309,177	-1.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE H C COLLINS	EXECUTIVE DIRECTOR & SECRE	40.00	Officer Director	$0	$0	$0
JIM WHITE	PRESIDENT	0.30	Officer Director	$0	$0	$0
ASHLEY E REID	CHAIR	0.30	Officer Director	$0	$0	$0
ALEXANDER D MCLEAN	VICE CHAIR	0.30	Officer Director	$0	$0	$0
JACOB BACHARACH	TREASURER	0.30	Officer Director	$0	$0	$0
DOUGLAS B BIGGS	BOARD MEMBER	0.30	Director	$0	$0	$0
VIRGINIA CARDENAS	BOARD MEMBER	0.30	Director	$0	$0	$0
THOMAS CALDECOT CHUBB III	BOARD MEMBER	0.30	Director	$0	$0	$0
TOURE S CLAIBORNE	BOARD MEMBER	0.30	Director	$0	$0	$0
DOROTHEA J CLARK	BOARD MEMBER	0.30	Director	$0	$0	$0
ROSE CRAWFORD	BOARD MEMBER	0.30	Director	$0	$0	$0
EVE SMITH DAVIS	BOARD MEMBER	0.30	Director	$0	$0	$0
LOUISE TOWNSEND DUCKETT	BOARD MEMBER	0.30	Director	$0	$0	$0
ROBERT L EDWARDS JR	BOARD MEMBER	0.30	Director	$0	$0	$0
ELIZABETH ENGLEHARDT	BOARD MEMBER	0.30	Director	$0	$0	$0
MATTHEW M GUEST	BOARD MEMBER	0.30	Director	$0	$0	$0
RITA R HANES	BOARD MEMBER	0.30	Director	$0	$0	$0
LISA GODDARD HUFFINES	BOARD MEMBER	0.30	Director	$0	$0	$0
LORRIE DAVIS HUSCHLE	BOARD MEMBER	0.30	Director	$0	$0	$0
DANIEL J KELLY	BOARD MEMBER	0.30	Director	$0	$0	$0
DAVID M KNOTT	BOARD MEMBER	0.30	Director	$0	$0	$0
LEE L LOUGHRAN	BOARD MEMBER	0.30	Director	$0	$0	$0
CHARLES H MERCER JR	BOARD MEMBER	0.30	Director	$0	$0	$0
MOLLY GWYN MONK	BOARD MEMBER	0.30	Director	$0	$0	$0
PAMELA D PARKER	BOARD MEMBER	0.30	Director	$0	$0	$0
BLAKE L PIKE	BOARD MEMBER	0.30	Director	$0	$0	$0
JOHN T POWELL	BOARD MEMBER	0.30	Director	$0	$0	$0
WILLIAM M RAGLAND JR	BOARD MEMBER	0.30	Director	$0	$0	$0
JENNIFER SAUL RICH	BOARD MEMBER	0.30	Director	$0	$0	$0
GRACE M SCHOTT	BOARD MEMBER	0.30	Director	$0	$0	$0
BIMAL R SHAH	BOARD MEMBER	0.30	Director	$0	$0	$0
JASON K SHROFF	BOARD MEMBER	0.30	Director	$0	$0	$0
JAMES LEE SIGMAN	BOARD MEMBER	0.30	Director	$0	$0	$0
KENNETH G SMITH	BOARD MEMBER	0.30	Director	$0	$0	$0
STERLING A SPAINHOUR JR	BOARD MEMBER	0.30	Director	$0	$0	$0
THOMAS E STORY III	BOARD MEMBER	0.30	Director	$0	$0	$0
JAMES LEON TANNER	BOARD MEMBER	0.30	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$28,147,593	$29,165,669	$631,036,374	$-1,018,076
2024	$27,382,638	$24,073,461	$578,177,700	$3,309,177
2023	$33,883,776	$23,022,534	$523,242,073	$10,861,242
2022	$33,231,064	$17,054,011	$518,992,807	$16,177,053
2021	$26,047,628	$15,944,352	$488,010,165	$10,103,276
2020	$25,068,370	$21,341,372	$356,713,290	$3,726,998
2019	$20,757,471	$17,497,319	$349,438,949	$3,260,152
2018	$19,276,305	$18,241,940	$328,090,688	$1,034,365

UNIVERSITY OF NORTH CAROLINA AT CHAPEL H ARTS & SCIENCES FOUNDATION