THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOUNDATION INC (EIN 591711424) - 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

1977

Legal Domicile

Principal Officer

MICHAEL ANDREASEN

Phone

9199628511

Tax Period

2024-07-01 to 2025-06-30

THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOUNDATION INC, founded in 1977, is a mid-sized nonprofit in the Education sector that reported $17.0M in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Expenses of $32.5M exceeded revenue, resulting in a 91% operating deficit.

Mission

SEE SCH O

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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 $16,475,486

Program Service Revenue $0

Investment Income $548,052

Other Revenue $0

TOTAL REVENUE $17,023,538

Expense Breakdown

Grants Paid $26,602,422

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,602,422

Other Expenses $5,892,643

TOTAL EXPENSES $32,495,065

Year-over-Year Comparison

	2024	2023	Change
Revenue	$17,023,538	$20,313,186	-0.2%
Expenses	$32,495,065	$40,081,695	-0.2%
Net Income	$-15,471,527	$-19,768,509	-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

$4,052,253

Total Directors

$1,325,025

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN PREYER	CHAIR, DIRECTOR & PRES.	1.00	Officer Director	$0	$0	$0
JOHN L TOWNSEND III	DIRECTOR (THRU OCT. 2024)	1.00	Director	$0	$0	$0
LEE LESLEY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BOLIEK	DIRECTOR (THRU OCT 2024)	1.00	Director	$0	$0	$0
W O'BRIEN WHITE III	DIRECTOR	1.00	Director	$0	$0	$0
NATHAN L KNUFFMAN	DIR. & TREASURER	1.00	Officer Director	$0	$135,688	$568,710
ANNE BRENNAN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL D KENNEDY	DIRECTOR	1.00	Director	$0	$0	$0
EDWARD J FRITSCH	DIRECTOR	1.00	Director	$0	$0	$0
G MUNROE COBEY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID CARROLL	DIRECTOR	1.00	Director	$0	$0	$0
JAMES KEITH BROWN	DIRECTOR	1.00	Director	$0	$0	$0
J SPENCER WHITMAN	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER LLOYD	DIRECTOR	1.00	Director	$0	$0	$0
NIGEL LONG	DIRECTOR	1.00	Director	$0	$0	$0
LEE H ROBERTS	DIRECTOR	1.00	Officer Director	$0	$102,695	$756,315
JAMES C BLAINE II	DIRECTOR	1.00	Director	$0	$0	$0
TUCKER YORK	DIRECTOR (BEG OCT 2024)	1.00	Director	$0	$0	$0
ELIZABETH AYERS	ASSISTANT VP	1.00	Officer	$0	$62,261	$277,031
JENNIFER BOWMAN	ASST. SECRETARY	1.00	Officer	$0	$52,883	$262,511
ROBERT BRUCE WARRINGTON	ASSISTANT VP	1.00	Officer	$0	$47,665	$203,809
CHANDRIKA RAO	ASSISTANT VP	1.00	Officer	$0	$55,795	$238,577
GORDON MERKLEIN	ASSISTANT VP	1.00	Officer	$0	$59,704	$408,863
CANDACE CLARK	ASSISTANT VP	1.00	Officer	$0	$32,965	$202,808
MICHAEL ANDREASEN	VP, SECRETARY & EXEC. DIR.	1.00	Officer	$0	$66,452	$660,197
CARLY PERIN	ASSISTANT VP	1.00	Officer	$0	$75,992	$340,879
MICHAEL BRINKMAN	ASSISTANT VP (BEG. OCT 2024)	1.00	Officer	$0	$40,626	$132,553
KEVIN M GUSKIEWICZ	DIRECTOR (THRU JAN. 2024)	1.00		$0	$33,132	$235,332
STEPHEN AGOSTINI	ASSISTANT VP (THRU MAY 2024)	1.00		$0	$19,340	$147,199
DAVID CHURCHILL	ASSISTANT VP (THRU. MAY 2024)	1.00		$0	$43,270	$212,278

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	$17,023,538	$32,495,065	$792,540,669	$-15,471,527
2024	No data	No data	No data	No data
2023	$39,404,475	$40,923,406	$687,424,676	$-1,518,931
2022	$22,733,699	$25,903,937	$706,594,306	$-3,170,238
2021	$29,495,928	$21,908,025	$683,394,411	$7,587,903
2020	$19,950,644	$20,561,770	$514,921,690	$-611,126
2019	$22,986,816	$22,271,292	$496,460,869	$715,524
2018	$23,073,486	$20,128,417	$450,757,770	$2,945,069

THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOUNDATION INC