2025-03-31T12:46:31-05:00 2024-06-30 420714325 RSM US LLP 920 5TH AVENUE SUITE 2800 SEATTLE WA 98104 990EZ 2023-07-01 331127376 UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INSTITUTE FOR SOCIAL CAPITAL UNIV 7046875806 9201 UNIVERSITY CITY BLVD REESE 411 CHARLOTTE NC 282230001 JEREMY ALAJAJIAN TREASURER 7046875806 2025-03-24 1 0 SUE ROBISON P00560072 2062814444 2025-03-24 2023 2025-03-06 01:10:19Z X X HTTP://UI.UNCC.EDU/PROGRAMS/ISC X X 11759 X 11759 11759 0 1953 1953 9806 234949 0 244755 X 233502 243236 1447 1519 234949 244755 0 0 234949 244755 X THE PURPOSE OF THE CORPORATION IS TO FOSTER EDUCATIONAL SOCIAL PROGRAMS AND HUMAN CAPITAL RESEARCH TO BENEFIT THE PUBLIC AGENCIES AND ITS PARTICIPANTS, AND TO BENEFIT THE COMMUNITY THROUGH COLLABORATION. TO FOSTER EDUCATIONAL, SOCIAL, AND HUMAN CAPITAL RESEARCH. TO PLAN, COMPILE, VALIDATE AND EVALUATE SOCIAL SERVICES TO IMPROVE SOCIAL PROGRAMS FOR CHILDREN AND YOUTH AND THE NEEDS OF SENIORS AND FAMILIES. EVALUATED AND REPORTED ON THE EFFECTIVENESS OF PROGRAM DATA PROVIDED TO THESE VARIOUS SOCIAL AGENCIES. 0 1953 1953 X ANDREW BOWEN BOARD MEMBER 1.00 0 0 0 CASEY CALLOWAY BOARD MEMBER 1.00 0 0 0 SHERRI CHISHOLM BOARD MEMBER 1.00 0 0 0 BRIAN COLLIER BOARD MEMBER 1.00 0 0 0 KATHRYN FIRMIN-SELLERS BOARD MEMBER 1.00 0 0 0 GERALDINE GARDNER BOARD MEMBER 1.00 0 0 0 TIM GIBBONS BOARD MEMBER 1.00 0 0 0 DOUG HAGUE BOARD MEMBER 1.00 0 0 0 MELVIN HERRING BOARD MEMBER 1.00 0 0 0 KRISTEN HOWARD BOARD MEMBER 1.00 0 0 0 RAQUEL LYNCH BOARD MEMBER 1.00 0 0 0 CARLENE MAYFIELD BOARD MEMBER 1.00 0 0 0 X 0 1 0 0 0 0 0 0 0 0 0 0 0 0 GREG VERRET 9201 UNIVERSITY CITY BOULEVARD CHARLOTTE NC 282230001 7046875432 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X X 1 UNIVERSITY OF NC AT CHARLOTTE 560791228 6 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART IV, SECTION A, LINE 2 THE SUPPORTED ORGANIZATION, THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE, IS A STATE UNIVERSITY NOT REQUIRED TO OBTAIN IRS RECOGNITION OF ITS PUBLIC CHARITY STATUS. SCHEDULE A, PART IV, SECTION B, LINE 1 THE INSTITUTE FOR SOCIAL CAPITAL, INC. D/B/A THE CHARLOTTE REGIONAL DATA TRUST (DATA TRUST) HAS THE POWER TO APPOINT, REMOVE AND REPLACE MEMBERS OF THE GOVERNING BODY OF THE ORGANIZATION UPON APRROVAL OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE. THE DATA TRUST IS EFFECTIVELY CONTROLLED BY THE SUPPORTED ORGANIZATION, THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: INSURANCE. AMOUNT: 1,953. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 1,447. END OF YEAR AMOUNT: 1,519. FORM 990-EZ, PART V, SIGNIFICANT CHANGES: THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INSTITUTE FOR SOCIAL CAPITAL (UNCC ISC) MADE THE FOLLOWING CHANGES TO ITS ORGANIZING AND GOVERNING DOCUMENTS. ARTICLES OF INCORPORATION: 1. UNCC ISC IS NO LONGER DESIGNATED AS A CORPORATION MEMBER TO UNC CHARLOTTE FOUNDATION WITH APPROVAL OF THE CORPORATE MEMBER. BYLAWS: 1. ADDED LANGUAGE FOR DOING BUSINESS AS THE CHARLOTTE REGIONAL DATA TRUST. 2. CHANGED DESIGNATION OF ONE CORPORATION MEMBER (THE UNC CHARLOTTE FOUNDATION) TO NO MEMBERS. 3. TRANSFERRED AUTHORITY FROM THE FOUNDATION BOARD TO THE CHARLOTTE REGIONAL DATA TRUST BOARD FOR: THE NUMBER OF DIRECTORS REMOVING A DIRECTOR FILLING DIRECTOR VACANCIES FORMING COMMITTEES AUDIT COMMITTEE 4. MODERNIZED AND SIMPLIFIED LANGUAGE THROUGHOUT THE BYLAWS, INCLUDING: REMOVING GENDERED LANGUAGE AND COMPLEX LANGUAGE 5. ADDED FLEXIBILITY TO REDUCE FUTURE MINOR CHANGES, SUCH AS THE ANNUAL MEETING DATE TREASURER ROLE AND FINANCIAL MANAGEMENT: 1. TOM HARTMAN, CURRENTLY SERVING THE FOUNDATION, WILL BE REPLACED BY JEREMY ALAJAJIAN, BUSINESS OFFICER FOR URBANCORE AND THE URBAN INSTITUTE, AFTER A FOUNDATION BOARD VOTE. 2. THE TREASURER REMAINS AN APPOINTEE OF THE VICE-CHANCELLOR OF BUSINESS AFFAIRS. 3. AUDIT RESPONSIBILITIES WILL BE ASSUMED, BUT THE CURRENT BUDGET DOES NOT MEET THE THRESHOLD TO CONDUCT AN EXTERNAL AUDIT. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.