Tr Ua Nationsbank Busi Ed Fd

Nonprofit profile at a glance

EIN
566040791
IRS 990-EZ coverage
2015–2024
Forms available
Form 990-EZ 2024
Location
Dallas, TX, USA
Phone
8888663275
Rating
60
Verdict
SUPPORTED
Rating confidence
Moderate

Reported finances

Revenue
$11,701
Expenses
$6,987
Assets
$177,355
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

1 person listed

People named in this filing

  • BANK OF AMERICA N A (TRUSTEE)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Support business school at university of North Carolina

What it reported doing in 2024

Distribute net income to kenan-flagler business school, unc, chapel hill.

Operating model

Revenue model
Investment-supported. 100% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 41
  • Transparency & Controls: 82
  • Sustainability: 78
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 43.8%; rating input score 44
  • Program expense ratio: 36.1%; rating input score 36

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 40.3%; rating input score 87; 87th percentile among comparable filings
  • Total-asset coverage ratio: 25.38; rating input score 97; 97th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 68; 68th percentile among comparable filings
  • Officer compensation ratio: 43.5%; rating input score 4; 4th percentile among comparable filings

Growth

  • Program expense growth: 13.3% per year; rating input score 100; 76th percentile among comparable filings
  • Revenue growth: -0.3% per year; rating input score 0; 50th percentile among comparable filings
  • Asset growth: 3% per year; rating input score 100; 51st percentile among comparable filings

Details

  • Where the money goes: 43.8% of revenue deployed · 36.1% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $3K in reported program spending
  • Leadership: top reported pay $0 · 1 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 8 filing years from 2015 to 2024
  • Contacts: How to reach this organization
  • Money network: 2 filed money-flow records
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 44/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 36/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Officer compensation ratio scored 4/100.