UNC HEALTH FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

UNC HEALTH FOUNDATION INC

EIN 56-6057494 · Education (B110)

What they do

AT UNC HEALTH FOUNDATION, WE INSPIRE PHILANTHROPIC SUPPORT for UNC HEALTH and UNC SCHOOL of MEDICINE THAT TRANSFORMS HEALTHCARE and PROVIDES HOPE to THE PEOPLE of NORTH CAROLINA and COMMUNITIES AROUND THE WORLD.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $79.10 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders41 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

65.12%of revenue went to mission work79.1% of expenses · Program services

8.64%of revenue went to fundraising10.5% of expenses

$82.33spent for every $100 of revenueRevenue covered expenses this year.

8.57%of revenue went to management and office costs10.4% of expenses

$11.66in assets for every $1 spent this yearSome assets cannot be spent right away.

84.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $592,474 for LESLIE H NELSON-BERNIER (CHIEF PHILANTHROPY & PRES). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$71,635,095

Mission workProgram services$46,651,70465.12% of revenue79.1% of expenses

ManagementOffice and general costs$6,136,2608.57% of revenue10.4% of expenses

FundraisingAsking for donations$6,186,9268.64% of revenue10.5% of expenses

Revenue left after expensesReported annual surplus$12,660,20517.67% of revenueShown in gray on the chart

Total expenses$58,974,89082.33% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 79.1% mission · 10.4% management · 10.5% fundraisingTotal expenses: 82.33% of revenue

2023Expense mix: 82.2% mission · 8.9% management · 8.9% fundraisingTotal expenses: 103.78% of revenue

2022Expense mix: 84.2% mission · 7.5% management · 8.3% fundraisingTotal expenses: 103.12% of revenue

2021Expense mix: 80.3% mission · 8.8% management · 10.9% fundraisingTotal expenses: 43.06% of revenue

2020Expense mix: 76.3% mission · 11.2% management · 12.5% fundraisingTotal expenses: 43.53% of revenue

2018Expense mix: 81.8% mission · 9.2% management · 9.0% fundraisingTotal expenses: 43.34% of revenue

2017Expense mix: 85.8% mission · 5.5% management · 8.7% fundraisingTotal expenses: 70.31% of revenue

2016Expense mix: 83.9% mission · 7.6% management · 8.5% fundraisingTotal expenses: 89.50% of revenue

Money in and money out

Revenue$71,635,095

Expenses$58,974,890

Annual surplus $12,660,205 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$46,651,704 · 79.1% of expenses

Management and office costs$6,136,260 · 10.4% of expenses

Fundraising$6,186,926 · 10.5% of expenses

See all reported dollar amounts

Revenue$71,635,095

Expenses$58,974,890

Assets$687,650,728

Income$83,150,582

Contributions$60,548,960

Mission work (program services)$46,651,704

Fundraising$6,186,926

Grants given$255,764,925

Average grant$19,674,225

Management and general$6,136,260

Stocks and bonds$187,785,516

Accounting fees$80,900

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

LESLIE H NELSON-BERNIERCHIEF PHILANTHROPY & PRES · 40 hrs/week $592,474Base $484,031 · Other $108,443

MARTIN ALEXANDER BAUCOMVP, TRANSFORMATIONAL GIVING · 40 hrs/week $343,515Base $277,516 · Other $65,999

KARA RAYNORVP FOR PHILANTHROPY · 40 hrs/week $313,217Base $245,479 · Other $67,738

ALLISON SMITHEXEC DIRECTOR, DEVELOPMENT · 40 hrs/week $281,056Base $218,880 · Other $62,176

JODI ROBINETTEVP, DONOR EXPERIENCE · 40 hrs/week $271,779Base $205,896 · Other $65,883

ELIZABETH H GALLAVP FOR PHILANTHROPY · 40 hrs/week $267,735Base $227,643 · Other $40,092

JON ANGIERCFO · 40 hrs/week $262,505Base $236,721 · Other $25,784

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (41)

LESLIE H NELSON-BERNIERCHIEF PHILANTHROPY & PRES

MARTIN ALEXANDER BAUCOMVP, TRANSFORMATIONAL GIVING

KARA RAYNORVP FOR PHILANTHROPY

ALLISON SMITHEXEC DIRECTOR, DEVELOPMENT

JODI ROBINETTEVP, DONOR EXPERIENCE

ELIZABETH H GALLAVP FOR PHILANTHROPY

JON ANGIERCFO

MS JOYCE POPEDIRECTOR

MR RICHARD H MOOREDIRECTOR

MR RONALD A BATCHELORDIRECTOR

MR SAM SIMPSONDIRECTOR

MR STEVE SKOLSKYDIRECTOR

MR VICTOR KATSDIRECTOR

MR WELFORD TABORDIRECTOR

MR WESLEY BURKSDIRECTOR

MR WESLEY FOWLERDIRECTOR

MS BILLIE STALLINGSDIRECTOR

MS JANET HADARDIRECTOR

MR GRAY REEDDIRECTOR

MS KAREN ALBRITTONDIRECTOR - BOARD CHAIR

MS MACHELLE SANDERSDIRECTOR

MS MARGARET DE ST AUBINDIRECTOR

MS MELISSA DANIELSDIRECTOR

MS SHAWNA CANNON LEMONDIRECTOR

MR BUZZ HEIDTDIRECTOR - TREASURER

DR CAM ENARSON MBADIRECTOR

DR FRED M DULADIRECTOR

DR JOHN A KIRKLAND JRDIRECTOR

DR STEPHANIE DAVISDIRECTOR

DR TERRI PHILLIPSDIRECTOR

MR BLAIR SHWEDO JRDIRECTOR

MR BOB WINSTONDIRECTOR

MR BRYAN LEWISDIRECTOR

MR MICHAEL ANDREASENDIRECTOR

MR DANIEL DUFFYDIRECTOR

MR E HOOPER HARDISON JRDIRECTOR

MR ED MCMAHANDIRECTOR

MR EDWARD HOLMESDIRECTOR

MR J CARLTON SHOWALTERDIRECTOR

MR KENT INSLEYDIRECTOR

MR KYLE MACEMOREDIRECTOR

About this charity

Recognized since: January 1951
Location: 123 W FRANKLIN ST STE 510, CHAPEL HILL, NC 27516-2684
County: Orange
In care of: % LEE A WAGNER
Primary officer: JON ANGIER, CHIEF FINANCIAL OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(919) 966-1201

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: KPMG LLP
NTEE classification: Education (B110)
Grant-giving organization: Yes