UNIVERSITY OF NORTH CAROLINA AT PE… - Form 990 Financial Data

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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

1968

Legal Domicile

Principal Officer

GABRIEL ESZTERHAS

Phone

9105216252

Tax Period

2022-07-01 to 2023-06-30

UNIVERSITY OF NORTH CAROLINA AT PEMBROKE FOUNDATION INC, founded in 1968, is a community nonprofit in the Education sector that reported $7.5M in total revenue in fiscal year 2022. Revenue grew 14% year-over-year, indicating healthy expansion. Net assets of $18.2M represent 29 months of operating reserves.

Mission

THE UNCP FOUNDATION, INC. IS AN INDEPENDENT, NONPROFIT CORPORATION CHARTERED IN 1968 FOR THE PURPOSE OF SEEKING, ACCEPTING, AND ADMINISTERING THE FULL RANGE OF PRIVATE CONTRIBUTIONS FOR THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE.

Program Service Accomplishments

Program 1

Expenses: $5,939,137 Revenue: $4,809,298

THE FOUNDATION IS THE SOLE MEMBER OF THE UNCP UNIVERSITY FOUNDATION, LLC AND THE UNCP STUDENT HOUSING FOUNDATION, LLC. EACH LLC ACQUIRES, DEVELOPS, CONSTRUCTS, AND OPERATES STUDENT HOUSING FOR THE...

THE FOUNDATION IS THE SOLE MEMBER OF THE UNCP UNIVERSITY FOUNDATION, LLC AND THE UNCP STUDENT HOUSING FOUNDATION, LLC. EACH LLC ACQUIRES, DEVELOPS, CONSTRUCTS, AND OPERATES STUDENT HOUSING FOR THE UNIVERSITY OF NORTH CAROLINA AT PEMBROKE.

Program 2

Expenses: $1,663,726

THE FOUNDATION PROMOTES PUBLIC UNDERSTANDING OF AND PROVIDES SUPPORT EXCLUSIVELY FOR UNC PEMBROKE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,519,547

Program Service Revenue $4,372,269

Investment Income $77,688

Other Revenue $517,986

TOTAL REVENUE $7,487,490

Expense Breakdown

Grants Paid $1,663,726

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $7,602,863

Other Expenses $6,231,924

TOTAL EXPENSES $7,895,650

Year-over-Year Comparison

	2022	2021	Change
Revenue	$7,487,490	$6,568,699	+0.1%
Expenses	$7,895,650	$7,325,065	+0.1%
Net Income	$-408,160	$-756,366	-0.5%

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

$1,002,739

Total Directors

$324,832

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR ROBIN GARY CUMMINGS	CHANCELLOR	1.00	Officer	$0	$81,778	$455,533
STEVE VARLEY	PRESIDENT	1.00	Officer	$0	$35,741	$243,520
CLIF MENSAH	FACULTY REPRESENTATIVE	1.00	Director	$0	$35,681	$237,350
GABE ESZTERHAS	SECRETARY/TREASURER	1.00	Officer	$0	$27,143	$198,356
BREANNA BRANCH	ASSISTANT VICE CHANCELLOR FOR ADVANCEMENT	1.00	Officer	$0	$19,346	$105,330
HOLDEN HANSEN	FACULTY SENATE CHAIR	1.00	Director	$0	$18,587	$87,482
JENNIFER MCCARREL	INTERIM VC ADVANCEMENT - BEG. 5/1/23	1.00	Officer	$0	$0	$0
PAUL LOCKLEAR	ALUMNI BOARD PRESIDENT	1.00	Director	$0	$0	$0
KYLE CHAVIS	CHAIR; MEMBERSHIP CHAIR	1.00	Director	$0	$0	$0
PATRICIA WILLOUGHBY	VICE-CHAIR; BRAVES CLUB	1.00	Director	$0	$0	$0
BARRY HOPKINS	DIRECTOR, JIC	1.00	Director	$0	$0	$0
JUDY CHAVIS	DIRECTOR	1.00	Director	$0	$0	$0
JIM GANE	DIRECTOR, BRAVES CLUB CHAIR	1.00	Director	$0	$0	$0
GEORGE LITTLE	DIRECTOR	1.00	Director	$0	$0	$0
LOUISE MAYNOR	DIRECTOR, MEMBERSHIP	1.00	Director	$0	$0	$0
CARL PEED	DIRECTOR, BRAVES CLUB	1.00	Director	$0	$0	$0
GREG RICHARDSON	DIRECTOR	1.00	Director	$0	$0	$0
JOE RIDDLE	DIRECTOR (PARTIAL YEAR)	1.00	Director	$0	$0	$0
KEN STRICKLAND	DIRECTOR	1.00	Director	$0	$0	$0
JAMES AYARS	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS PETERKIN	ALUMNI BOARD PRESIDENT	1.00	Director	$0	$0	$0
CURT LOCKLEAR	DIRECTOR	1.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$7,487,490	$7,895,650	$74,643,145	$-408,160
2022	$6,568,699	$7,325,065	$82,035,100	$-756,366
2021	$6,145,944	$4,477,135	$67,115,807	$1,668,809
2020	$6,977,328	$6,355,059	$66,295,506	$622,269
2019	$5,810,355	$4,767,944	$72,927,079	$1,042,411
2018	$5,565,161	$3,715,050	$58,624,011	$1,850,111

UNIVERSITY OF NORTH CAROLINA AT PEMBROKE FOUNDATION INC