THE SCHOOL OF GOVERNMENT FOUNDATION INC (EIN 561966429) - 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

1996

Legal Domicile

Principal Officer

PATRICIA MITCHELL

Phone

9199622757

Tax Period

2024-07-01 to 2025-06-30

THE SCHOOL OF GOVERNMENT FOUNDATION INC, founded in 1996, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.7M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $5.4M exceeded revenue, resulting in a 46% operating deficit.

Mission

THE FOUNDATION SUPPORTS ACTIVITIES OF THE SCHOOL OF GOVERNMENT AT UNC BY PROVIDING FUNDING.

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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 $3,615,672

Program Service Revenue $0

Investment Income $108,196

Other Revenue $22

TOTAL REVENUE $3,723,890

Expense Breakdown

Grants Paid $4,803,769

Salaries & Benefits $478,347

Fundraising Expenses $569,900

Program Expenses $4,803,769

Other Expenses $140,777

TOTAL EXPENSES $5,422,893

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,723,890	$4,245,132	-0.1%
Expenses	$5,422,893	$6,360,201	-0.1%
Net Income	$-1,699,003	$-2,115,069	-0.2%

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

$1,144,976

Total Directors

$834,469

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PATRICIA MITCHELL	PRESIDENT	1.00	Officer Director	$0	$0	$0
KELLIE BLUE	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
GREGORY S ALLISON	SECRETARY	2.00	Officer Director	$0	$44,362	$266,390
AIMEE N WALL	EXECUTIVE DIRECTOR	2.00	Officer Director	$0	$64,766	$399,915
MATT MARVIN	ASSISTANT EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$30,011	$168,164
GLENN ADAMS	DIRECTOR	0.50	Director	$0	$0	$0
MARCHELL ADAMS-DAVID	DIRECTOR	0.50	Director	$0	$0	$0
LORRIN FREEMAN	DIRECTOR	0.50	Director	$0	$0	$0
GRANT W GOINGS	DIRECTOR	0.50	Director	$0	$0	$0
J EDWARD KITCHEN	DIRECTOR	0.50	Director	$0	$0	$0
KEVIN LEONARD	DIRECTOR	0.50	Director	$0	$0	$0
KATIE LOOVIS	DIRECTOR	0.50	Director	$0	$0	$0
CHRISTOPHER RIDDICK	DIRECTOR	0.50	Director	$0	$0	$0
ASHLEY RUFFIN	DIRECTOR	0.50	Director	$0	$0	$0
ROSE WILLIAMS	DIRECTOR	0.50	Director	$0	$0	$0
MCKINLEY WOOTEN	DIRECTOR	0.50	Director	$0	$0	$0
LAUREN PARTIN	TREASURER	2.00	Officer	$0	$73,601	$310,507
ALEXANDRA HERNDON	ASSISTANT DEAN FOR BUSINESS & FINANCE	2.00	Highest	$0	$24,468	$175,053

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	$3,723,890	$5,422,893	$60,159,313	$-1,699,003
2024	$4,245,132	$6,360,201	$57,284,917	$-2,115,069
2023	$4,567,755	$5,350,371	$54,681,393	$-782,616
2022	$14,746,636	$4,812,742	$56,616,094	$9,933,894
2021	$4,914,270	$3,279,304	$45,503,923	$1,634,966
2020	$3,901,026	$4,649,389	$32,664,848	$-748,363
2019	$4,688,996	$2,708,185	$32,025,854	$1,980,811

THE SCHOOL OF GOVERNMENT FOUNDATION INC