UNCG EXCELLENCE FOUNDATION INC (EIN 566086393) - 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

1966

Legal Domicile

Principal Officer

SCOTT MILMAN

Phone

3363345200

Tax Period

2024-07-01 to 2025-06-30

UNCG EXCELLENCE FOUNDATION INC, founded in 1966, is a mid-sized nonprofit in the Education sector that reported $50.6M in total revenue in fiscal year 2024. Revenue surged 915% from the prior year, signaling strong growth momentum. The organization ran a surplus of $41.5M, a strong 82% operating margin.

Mission

THE MISSION OF THE UNCG EXCELLENCE FOUNDATION IS TO CONDUCT FUNDRAISING PROGRAMS AND ACTIVITIES; TO INVEST AND MANAGE FOUNDATION RESOURCES IN A RESPONSIBLE MANNER THAT BALANCES GROWTH AND SUPPORT FOR DESIGNATED UNIVERSITY PROGRAMS; AND TO DEVELOP INTEREST IN AND SUPPORT FOR THE UNIVERSITY WITHIN THE CORPORATE, FOUNDATION, AND POLITICAL ARENAS.

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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 $14,257,562

Program Service Revenue $0

Investment Income $36,106,417

Other Revenue $193,969

TOTAL REVENUE $50,557,948

Expense Breakdown

Grants Paid $7,692,063

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,692,063

Other Expenses $1,335,723

TOTAL EXPENSES $9,027,786

Year-over-Year Comparison

	2024	2023	Change
Revenue	$50,557,948	$4,982,444	+9.1%
Expenses	$9,027,786	$8,611,112	+0.0%
Net Income	$41,530,162	$-3,628,668	-12.4%

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

$947,281

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRAD MORTON	CHAIR	1.00	Officer Director	$0	$0	$0
JUSTIN OUTLING	VICE CHAIR	1.00	Officer Director	$0	$0	$0
DELORES DAVIS PAYLOR	SECRETARY	1.00	Officer Director	$0	$0	$0
JASON CALDWELL	DIRECTOR	1.00	Director	$0	$0	$0
LINDA KNIGHT CARR	DIRECTOR	1.00	Director	$0	$0	$0
DAWN CHANEY	DIRECTOR	1.00	Director	$0	$0	$0
BRYAN CHAPMAN	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLY CLEVELAND	DIRECTOR	1.00	Director	$0	$0	$0
LINDA HIGGINS	DIRECTOR	1.00	Director	$0	$0	$0
LISA JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
MESHA BAND KEMP	DIRECTOR	1.00	Director	$0	$0	$0
TERRI MAULTSBY	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER MORRIS	DIRECTOR	1.00	Director	$0	$0	$0
ERIN MOSELY	DIRECTOR	1.00	Director	$0	$0	$0
ALAN OVERBY	DIRECTOR	1.00	Director	$0	$0	$0
JULIE SHAW	DIRECTOR	1.00	Director	$0	$0	$0
SARAH SHOFFNER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE SMITH	DIRECTOR	1.00	Director	$0	$0	$0
REBECCA SMITH	DIRECTOR	1.00	Director	$0	$0	$0
CARRIE STEWART	DIRECTOR	1.00	Director	$0	$0	$0
MARTHA THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
CATHY TISDALE	DIRECTOR	1.00	Director	$0	$0	$0
RACHEL WALKER	DIRECTOR	1.00	Director	$0	$0	$0
LASCEL WEBLEY JR	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY WILLIAMS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID GAILBRETH	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT J SHEA JR	TREASURER/EX OFFICIO	0.10	Officer	$0	$78,438	$387,195
BETH FISCHER	PRESIDENT/EX OFFICIO	2.00	Officer	$0	$48,419	$353,296
MEAGAN JONES	ASSISTANT SECRETARY	1.00	Officer	$0	$0	$0
GHAZALA BIBI	ASSISTANT TREASURER	0.10	Officer	$0	$44,728	$206,790

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	$50,557,948	$9,027,786	$251,933,560	$41,530,162
2024	$4,982,444	$8,611,112	$226,098,552	$-3,628,668
2024	No data	No data	No data	No data
2023	$10,802,628	$9,018,983	$204,278,936	$1,783,645
2022	$12,267,071	$8,702,755	$187,420,574	$3,564,316
2021	$11,104,089	$8,672,256	$201,510,007	$2,431,833
2020	$8,611,610	$7,117,483	$157,894,356	$1,494,127
2019	$19,081,965	$6,629,848	$155,474,333	$12,452,117

UNCG EXCELLENCE FOUNDATION INC