University of North Georgia Foundation Inc

Address
PO Box 1599
Dahlonega, GA 30533
Contact
Website: https://unggive.org/foundation
Phone: +1 (703) 864-1545
Nonprofit
NTEE: B114 - Education
EIN: 23-7066297

Mission

Support University of North Georgia students, faculty, staff, and alumni and the related educational programs.
 20172016201520142013
Basic features of the organization
Year of formation1959
Subsection code03
PF filing required0    
Form of organization
AssociationTrue
Human resources, including compensation
Summary compensation info
Sum of reportable (W2/1099) compensation$0.00$0.00$0.00  
Number of employees003  
Number of people compensated >$100k000  
Number of volunteers303060  
Number of highly compensated contractors000  
Personnel
Baldwin, Beth
TitleTrusteeTrusteeTrustee  
Name of key/compensated personMs Beth H BaldwinMs Beth H BaldwinMs Beth H Baldwin  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org0.000.000.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Chapman, Harry
TitleTrusteeTrusteeTrustee  
Name of key/compensated personMr Harry R Chapman JrMr Harry R Chapman JrMr Harry R Chapman Jr  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org0.000.000.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Coleman, George
TitleTrusteeTrusteeTrustee  
Name of key/compensated personMr George E Coleman JrMr George E Coleman JrMr George E Coleman Jr  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org0.000.000.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Crawford, Chris
TitleTrusteeTrustee   
Name of key/compensated personMrs Chris CrawfordMrs Chris Crawford   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org0.000.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Crupi, James
TitleTrusteeTrusteeTrustee  
Name of key/compensated personDr James A CrupiDr James A CrupiDr James A Crupi  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org0.000.000.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Davis, Vicki
Title  Secretary  
Name of key/compensated person  Ms Vicki B Davis  
Position of compensated person
Current individual trustee or director  True  
Average hours per week working for org  4.00  
Reportable compensation from org  $0.00  
Other comp, non-reportable, from org and related orgs  $0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $0.00  
Dill, Ret
TitleTrusteeTrusteeTrustee  
Name of key/compensated personCOL Ret E Wayne DillCOL Ret E Wayne DillCOL Ret E Wayne Dill  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org0.000.000.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Easley, Conrad
TitleTrusteeTrusteeTrustee  
Name of key/compensated personDr Conrad H EasleyDr Conrad H EasleyDr Conrad H Easley  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org0.000.000.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Faulkner, James
TitleVice-ChairmanVice-ChairmanChairman  
Name of key/compensated personMr James A FaulknerMr James A FaulknerMr James A Faulkner  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org4.004.004.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Hemmer, Jane
TitleTrusteeTrustee   
Name of key/compensated personMrs Jane HemmerMrs Jane Hemmer   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org0.000.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Hill, Ret
TitleTrusteeTrusteeChairman  
Name of key/compensated personCOL Ret T Haines HillCOL Ret T Haines HillCOL Ret T Haines Hill  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org0.000.004.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Howerton, Bruce
Title Former CEOCEO  
Name of key/compensated person Mr Bruce HowertonBruce Howerton  
Position of compensated person
Average hours per week working for org 8.0040.00  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $11,674.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $106,649.00$78,167.00  
Jackson, Lynn
TitleCommittee Chairman    
Name of key/compensated personMrs Lynn Jackson    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org4.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Jacobs, Bonita
TitleTrusteeTrusteeTrustee  
Name of key/compensated personDr Bonita C JacobsDr Bonita C JacobsDr Bonita C Jacobs  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org1.001.001.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$96,876.00$85,750.00$55,200.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $292,640.00$263,977.00$266,016.00  
Kelly, Jay
TitleTrusteeTrusteeTrustee  
Name of key/compensated personMr Jay M KellyMr Jay M KellyMr Jay M Kelly  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org0.000.000.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Kitchens, Christopher
TitleTrusteeTrusteeTrustee  
Name of key/compensated personMr Christopher H KitchensMr Christopher H KitchensMr Christopher H Kitchens  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org0.000.000.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Leavitt, Andrew
Title  CEO  
Name of key/compensated person  Dr Andrew J Leavitt  
Position of compensated person
Average hours per week working for org  8.00  
Reportable compensation from org  $0.00  
Other comp, non-reportable, from org and related orgs  $4,989.00  
Corresponding comp from related orgs
Reportable compensation from related orgs   $117,970.00  
Massengill, Nicholas
TitleTreasurer, Committee ChairmanTreasurerChairman  
Name of key/compensated personMr Nicholas W MassengillMr Nicholas W MassengillMr Nicholas W Massengill  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org4.004.004.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
McGruder, Mary
TitleChairmanChairmanVice-Chairman  
Name of key/compensated personMrs Mary Helen McGruderMrs Mary Helen McGruderMrs Mary Helen McGruder  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org4.004.004.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Mixon, Ret
TitleTrusteeTrustee   
Name of key/compensated personLTG Ret Benjamin Randy MixonLTG Ret Benjamin Randy Mixon   
Position of compensated person
Current individual trustee or directorTrueTrue   
Average hours per week working for org0.000.00   
Reportable compensation from org$0.00$0.00   
Other comp, non-reportable, from org and related orgs$0.00$0.00   
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00   
Myers, Robin
TitleSecretary, Committee ChairmanSecretaryChairman  
Name of key/compensated personMs Robin T MyersMs Robin T MyersMs Robin T Myers  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org4.004.004.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Payne, Larry
TitleTrustee    
Name of key/compensated personDr Larry Payne    
Position of compensated person
Current individual trustee or directorTrue    
Average hours per week working for org0.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$0.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00    
Pennington, Brooks
TitleCommittee ChairmanTrusteeTrustee  
Name of key/compensated personMr Brooks M Pennington IIIMr Brooks M Pennington IIIMr Brooks M Pennington III  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org4.000.000.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Pryor, Robert
Title TrusteeTrustee  
Name of key/compensated person Mr Robert S PryorMr Robert S Pryor  
Position of compensated person
Current individual trustee or director TrueTrue  
Average hours per week working for org 0.000.00  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Sprince, William
TitleTrusteeTrusteeTrustee  
Name of key/compensated personMr William SPrinceMr William SPrinceMr William SPrince  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org0.000.000.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Stribling, Warren
Title TrusteeTrustee  
Name of key/compensated person Mr Warren D StriblingMr Warren D Stribling  
Position of compensated person
Current individual trustee or director TrueTrue  
Average hours per week working for org 0.000.00  
Reportable compensation from org $0.00$0.00  
Other comp, non-reportable, from org and related orgs $0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00  
Stringer, E
TitleTrusteeTrusteeTrustee  
Name of key/compensated personMr E Paul StringerMr E Paul StringerMr E Paul Stringer  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org0.000.000.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Swoszowski, Robert
TitleTrusteeTrusteeTrustee  
Name of key/compensated personMr Robert SwoszowskiMr Robert SwoszowskiMr Robert Swoszowski  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org0.000.000.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Tarnowski, Jeff
Title CEO   
Name of key/compensated person Mr Jeff Tarnowski   
Position of compensated person
Average hours per week working for org 8.00   
Reportable compensation from org $0.00   
Other comp, non-reportable, from org and related orgs $30,339.00   
Corresponding comp from related orgs
Reportable compensation from related orgs  $84,466.00   
Tarnowski, Jeffrey
TitleCEO    
Name of key/compensated personMr Jeffrey Tarnowski    
Position of compensated person
Average hours per week working for org8.00    
Reportable compensation from org$0.00    
Other comp, non-reportable, from org and related orgs$53,371.00    
Corresponding comp from related orgs
Reportable compensation from related orgs $150,125.00    
White, Richard
TitleTrusteeImmediate Past ChairChairman  
Name of key/compensated personMr Richard D WhiteMr Richard D WhiteMr Richard D White  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org0.004.004.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Williams, Barbara
TitleCommittee ChairmanTrusteeTrustee  
Name of key/compensated personMrs Barbara E DeMarco WilliamsMrs Barbara E DeMarco WilliamsMrs Barbara E DeMarco Williams  
Position of compensated person
Current individual trustee or directorTrueTrueTrue  
Average hours per week working for org4.000.000.00  
Reportable compensation from org$0.00$0.00$0.00  
Other comp, non-reportable, from org and related orgs$0.00$0.00$0.00  
Corresponding comp from related orgs
Reportable compensation from related orgs $0.00$0.00$0.00  
Purpose: mission, activities, & accomplishments
Mission or significant activitiesSee Schedule O for complete description.The purposes of the Foundation are to promote and encourage charitable giving and philanthropy for the benefit of University of North Georgia;to supplement and expand the horizons of University of North Georgia in its regional, statewide and national missions as well as serve as an advocate for the University and its designation as the senior military college of the State of Georgia. The Foundation will receive, invest, account for, and allocate private gifts and contributions in order to contribute to a superior education for students, attending not only to their intellectual growth but also to their development as adults committed to high ethical standards and full participation as leaders in their military, public, private, and non-profit fields of endeavor.See Schedule O for complete description.The purposes of the Foundation are to promote and encourage charitable giving and philanthropy for the benefit of University of North Georgia;to supplement and expand the horizons of University of North Georgia in its regional, statewide and national missions as well as serve as an advocate for the University and its designation as the senior military college of the State of Georgia. The Foundation will receive, invest, account for, and allocate private gifts and contributions in order to contribute to a superior education for students, attending not only to their intellectual growth but also to their development as adults committed to high ethical standards and full participation as leaders in their military, public, private, and non-profit fields of endeavor.See Schedule O for complete description.The purposes of the Foundation are to promote and encourage charitable giving and philanthropy for the benefit of University of North Georgia;to supplement and expand the horizons of University of North Georgia in its regional, statewide and national missions as well as serve as an advocate for the University and its designation as the senior military college of the State of Georgia. The Foundation will receive, invest, account for, and allocate private gifts and contributions in order to contribute to a superior education for students, attending not only to their intellectual growth but also to their development as adults committed to high ethical standards and full participation as leaders in their military, public, private, and non-profit fields of endeavor.  
Program service expenses, total$6,674,525.00$4,167,349.00$4,132,511.00  
Programs, including revenue & expenses
Academic and other program support - supplemental salary support,faculty development and equipment support.
Program expenses$3,777,537.00$1,674,893.00$1,719,950.00  
Grants and allocations made$2,849,747.00$678,070.00$565,561.00  
Program descriptionAcademic and other program support - supplemental salary support,faculty development and equipment support.Academic and other program support - supplemental salary support,faculty development and equipment support.Academic and other program support - supplemental salary support,faculty development and equipment support.  
Student Services - funds for student financial aid and support of student life programs.
Program expenses$1,564,482.00$1,617,099.00$1,264,577.00  
Grants and allocations made$1,550,118.00$1,366,313.00$1,035,313.00  
Program descriptionStudent Services - funds for student financial aid and support of student life programs.Student Services - funds for student financial aid and support of student life programs.Student Services - funds for student financial aid and support of student life programs.  
Support for University of North Georgia.
Program expenses$1,305,493.00$848,344.00$1,147,984.00  
Grants and allocations made$830,030.00$615,286.00$624,849.00  
Program descriptionSupport for University of North Georgia.Support for University of University of North Georgia.Support for University of University of North Georgia.  
Financial data
Revenue
Total revenue$10,767,846.00$2,972,219.00$10,240,694.00  
Revenue from contributions (total)$3,522,527.00$2,188,628.00$8,173,826.00$1,753,465.00$1,761,938.00
Revenue from noncash contributions$380,214.00$53,672.00$6,142,604.00  
Investment income, current yr$6,514,122.00$206,795.00$1,585,030.00  
Total revenue from grants, etc., current yr$3,522,527.00$2,188,628.00$8,173,826.00  
Total unrelated business revenue$0.00$0.00$0.00  
Other revenue, current yr$339,832.00$169,075.00$74,354.00  
Net unrelated business taxable revenue$0.00$0.00$0.00  
Program service revenue (total)$391,365.00$407,721.00$407,484.00$270,612.00$309,881.00
Gross receipts$20,360,708.00$13,001,047.00$11,938,318.00  
Sources of contributions
Revenue from fundraising events$91,158.00$65,330.00$38,830.00  
Revenue from all other contributions$3,431,369.00$2,123,298.00$8,134,996.00  
Other types of revenue
Miscellaneous revenue (total)$254,483.00$115,523.00   
Income from dividends, interest, and similar investments$615,889.00$649,063.00$580,189.00  
Net rental income$76,670.00$80,272.00$54,638.00$58,000.00$69,733.00
Net income from fundraising events$8,679.00-$26,720.00$19,716.00  
Expense categories (totals)
Total functional expenses: sum of all$7,042,266.00$4,537,743.00$4,535,317.00  
Total functional expenses: program service $6,674,525.00$4,167,349.00$4,132,511.00  
Total functional expenses: management and general$329,301.00$356,990.00$369,440.00  
Total functional expenses: fundraising$38,440.00$13,404.00$33,366.00  
Fees for services
Legal fees (total)$195.00$17,381.00$4,061.00  
Fundraising service fees (total)$0.00$0.00$0.00  
Investment management fees (total)$101,883.00$106,356.00$115,566.00  
Assets and liabilities
Total assets$63,164,210.00$57,308,084.00$59,463,918.00$39,003,263.00$35,884,647.00
Total assets, beginning of year$57,308,084.00$59,463,918.00$39,003,263.00  
Total liabilities$2,623,195.00$1,605,245.00$1,110,158.00$1,065,656.00$1,006,568.00
Total liabilities, beginning of year$1,605,245.00$1,110,158.00$1,065,656.00  
Pledges & accounts receivable, net$444,631.00$610,351.00$937,101.00  
Unrestricted net assets, end of yr$4,714,589.00$5,475,832.00$5,771,582.00  
Temporarily restricted net assets$28,093,116.00$23,444,947.00$26,401,417.00  
Permanently restricted net assets, end of yr$27,733,310.00$26,782,060.00$26,180,761.00  
Net assets$60,541,015.00$55,702,839.00$58,353,760.00  
Net assets, beginning of year$55,702,839.00$58,353,760.00$37,937,607.00  
Other liabilities$2,610,979.00$1,579,417.00$1,099,486.00  
Other assets$108,078.00$173,906.00$150,001.00  
Investments: other securities$429,000.00$429,000.00$4,049,200.00  
Investments: publicly traded securities$60,545,956.00$52,540,313.00$52,901,845.00  
Cash: non-interest bearing$1,030,773.00$2,853,252.00   
Cash: non-interest bearing, beginning of year$2,853,252.00$682,116.00   
Other financial variables
Revenue less expenses$3,725,580.00-$1,565,524.00$5,705,377.00  
Advertising (total)$204,206.00$205,712.00$136,619.00  
Savings & temp cash investment $71,178.00$753,045.00  
Accounts receivable, net$18,330.00    
Accounts payable & accrued expenses$12,216.00$25,828.00$10,672.00  
Total net assets or fund balances$60,541,015.00$55,702,839.00$58,353,760.00  
Depreciation, depletion, amortization$27,888.00$46,142.00$30,513.00  
Governance and accountability
Number of voting members252523  
Number of independent voting members222221  
Financial sheets auditedTrueTrueTrue  
Accrual accountingTrueTrueTrue  
Tax year start date2016-07-012015-07-012014-07-01  
Tax year end date2017-06-012016-06-012015-06-012014-06-012013-06-01
Indicators for schedules (selected)
Business transaction with entity ownerTrue    
Grants to domestic org/gov't >$5kTrueTrueTrue  
Org has controlled entityTrue    
Metadata about the filing
E-return type: 990, 990EZ, or 990PF990990990  
Date e-filing submitted2018-01-292017-07-312016-07-12  
IRS schema version2016v3.02015v3.02014v6.0  
Filing identifier201713139349300901201700449349301695201600469349302225  
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