NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC (EIN 566049503) - 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

1942

Legal Domicile

Principal Officer

ERIN DELEHANTY

Phone

9195137149

Tax Period

2024-07-01 to 2025-06-30

NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC, founded in 1942, is a major nonprofit in the Education sector that reported $164.9M in total revenue in fiscal year 2024. Revenue surged 156% from the prior year, signaling strong growth momentum. The organization ran a surplus of $111.1M, a strong 67% operating margin.

Mission

SUPPORTS, BY FINANCIAL ASSISTANCE AND OTHERWISE, THE VARIOUS COLLEGES WITHIN THE UNIVERSITY, THE LIBRARIES, AND OTHER UNIVERSITY-CONNECTED FUNCTIONS.

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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 $131,361,397

Program Service Revenue $9,035,321

Investment Income $24,566,473

Other Revenue $-18,961

TOTAL REVENUE $164,944,230

Expense Breakdown

Grants Paid $30,183,283

Salaries & Benefits $3,764,968

Fundraising Expenses $11,209,325

Program Expenses $42,204,196

Other Expenses $19,887,300

TOTAL EXPENSES $53,835,551

Year-over-Year Comparison

	2024	2023	Change
Revenue	$164,944,230	$64,348,548	+1.6%
Expenses	$53,835,551	$51,571,471	+0.0%
Net Income	$111,108,679	$12,777,077	+7.7%

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

117

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

$4,165,887

Total Directors

$950,765

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN SISCHO	EX OFFICIO OFFICER PRESIDENT	1.00	Officer Director	$0	$56,706	$950,765
BENTINA TERRY	CHAIR/NOMINATIONS COMMITTEE CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL CONSTANTINO	PAST CHAIR	1.00	Director	$0	$0	$0
DANIEL GUNTER III	CHAIR DEVELOPMENT COMMITTEE	1.00	Director	$0	$0	$0
PAIGE HARRIS	DEVELOPMENT COMMITTEE CHAIR	1.00	Director	$0	$0	$0
CHRISTINE HOLMES	NCSIF AUDIT AND FINANCE CHAIR	1.00	Director	$0	$0	$0
AMANDA LLOYD	AWARDS AND GRANTS COMMITTEE CHAIR	1.00	Director	$0	$0	$0
LOGAN ANGEL	DIRECTOR	1.00	Director	$0	$0	$0
HERB BALES	DIRECTOR	1.00	Director	$0	$0	$0
DEAN BUNCE	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN DEATON	DIRECTOR	1.00	Director	$0	$0	$0
NORA GARDNER	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT GIBBS	DIRECTOR	1.00	Director	$0	$0	$0
ROGER GOODE	DIRECTOR	1.00	Director	$0	$0	$0
JAKE HOOKS	DIRECTOR	1.00	Director	$0	$0	$0
NANCY KUIVILA	DIRECTOR	1.00	Director	$0	$0	$0
RUSS MCLAUCHLAN	DIRECTOR	1.00	Director	$0	$0	$0
CORENA NORRIS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN NUNNALLY	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE PEELE	DIRECTOR	1.00	Director	$0	$0	$0
WADE REECE	DIRECTOR	1.00	Director	$0	$0	$0
ANNA SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID THOMPSON	ASSISTANT CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL WARD	DIRECTOR	1.00	Director	$0	$0	$0
CARME WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES MAIMONE	EX OFFICIO OFFICER ASST. TREASURER	1.00	Officer	$0	$112,636	$538,936
WILLIAM RANDOLF WOODSON	EX-OFFICIO OFFICER CHANCELLOR	1.00	Officer	$0	$94,414	$1,176,904
JAMES BROSCHART	EX-OFFICIO OFFICER VP UNTIL 3/7/25	1.00	Officer	$0	$54,671	$394,255
SONIA MURPHY	EX-OFFICIO OFFICER VP SINCE 3/14/25	1.00	Officer	$0	$39,506	$264,777
DANA R HARRIS	EX OFFICIO OFFICER TREASURER	1.00	Officer	$0	$79,282	$369,572
ERIN DELEHANTY	EX OFFICIO OFFICER ASST. TREASURER	1.00	Officer	$0	$55,581	$249,219
DEREK BRYAN	EX OFFICIO OFFICER SECRETARY	1.00	Officer	$0	$50,114	$221,459
KEVIN HOWELL	EX-OFFICIO OFF. CHANC. SINCE 5/5/25	1.00	Officer	$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	$164,944,230	$53,835,551	$910,678,206	$111,108,679
2024	$64,348,548	$51,571,471	$755,483,708	$12,777,077
2023	$51,768,749	$40,020,159	$691,281,957	$11,748,590
2022	$52,520,062	$35,561,863	$679,121,022	$16,958,199
2021	$90,067,707	$31,131,740	$671,817,018	$58,935,967
2020	$35,531,580	$32,528,145	$469,725,097	$3,003,435
2019	$29,965,537	$27,256,486	$466,663,353	$2,709,051
2018	$45,238,325	$23,606,350	$444,582,485	$21,631,975

NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC