Nonprofit · EIN 58-6056464
UNIVERSITY OF WEST GEORGIA FOUNDATION INC
Tax-exempt · CARROLLTON, GA 30118
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $10,279,061 | $10,292,590 | -$13,529 | $100,853,502 | $29,741,076 | $71,112,426 |
| June 30, 2024 | 990 | $7,215,916 | $6,114,917 | $1,100,999 | $98,987,761 | $30,912,365 | $68,075,396 |
| June 30, 2023 | 990 | $18,791,452 | $8,553,645 | $10,237,807 | $98,571,399 | $35,147,875 | $63,423,524 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $5,602,964
- Program service revenue
- $1,658,857
- Investment income
- $3,209,832
- Net gain from sales of assets
- $1,484,744
- Net income from fundraising events
- -$211,018
- Net income from gaming
- $3,254
- Other revenue
- -$192,592
Expenses
- Grants and similar amounts paid
- $8,115,861
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $41,451
- Travel
- $16,211
- Program services (functional)
- $8,872,693
- Management and general (functional)
- $1,182,856
- Fundraising (functional)
- $237,041
Balance sheet and other
- Total assets, start of year
- $98,987,761
- Total assets, end of year
- $100,853,502
- Total liabilities, end of year
- $29,741,076
- Net assets, end of year
- $71,112,426
- Publicly traded securities
- $62,385,402
- Net assets without donor restrictions
- $9,679,313
- Net assets with donor restrictions
- $61,433,113
- Gross receipts
- $10,536,499
- Employees
- 13
- Volunteers
- 52
- Year formed
- 1967
- State of legal domicile
- GA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Dan Stephens | CFO UWG Foundations Officer | 16 | $53,431 | $9,226 |
| Allyson Bretch | CEO, incoming Officer | 2 | $8,038 | $1,664 |
| Dr Meredith Brunen | CEO, outgoing Officer | 2 | $3,954 | $742 |
| Mr David R Edwards | Trustee/Treasurer Trustee or director, Officer | 0.2 | $0 | $0 |
| Mr Gary Kinard | Trustee/Chair Trustee or director, Officer | 0.2 | $0 | $0 |
| Mr Josh Chapman | Trustee/Vice Chair Trustee or director, Officer | 0.2 | $0 | $0 |
| Ms Ann Newman | Trustee/Past Chair Trustee or director, Officer | 0.2 | $0 | $0 |
| Ms Honey Shackelford | Trustee/Secretary Trustee or director, Officer | 0.2 | $0 | $0 |
| Dr Jason Thogmartim | Trustee Trustee or director | 0.2 | $0 | $0 |
| Dr Richard Ingle | Trustee Trustee or director | 0.1 | $0 | $0 |
| Mr David Dennis | Trustee Trustee or director | 0.1 | $0 | $0 |
| Mr David Ware | Trustee Trustee or director | 0.1 | $0 | $0 |
| Mr Gerald Kemp | Trustee Trustee or director | 0.1 | $0 | $0 |
| Mr Jim Gill | Life time Member Trustee or director | 0.1 | $0 | $0 |
| Mr John Paulk III | Trustee Trustee or director | 0.1 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Mr Michael Stone | Trustee Trustee or director | 0.1 | $0 |
| Mr Scott Kauffman | Trustee Trustee or director | 0.2 | $0 |
| Mr William Andrew Johnson | Trustee Trustee or director | 0.1 | $0 |
| Mr Zach Steed | Trustee Trustee or director | 0.1 | $0 |
| Mrs Amanda Lucey | Trustee Trustee or director | 0.1 | $0 |
| Mrs Vicki Kaiser | Trustee Trustee or director | 0.1 | $0 |
| Ms Christa L Pitts | Trustee Trustee or director | 0.2 | $0 |
| Ms Mary Tritt | Trustee Trustee or director | 0.1 | $0 |
| Ms Tonya Byrd | Trustee Trustee or director | 0.1 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DR MEREDITH BRUNEN | CEO Officer | 2 | $43,304 | $7,371 |
| HOLLY SAILERS | CFO UWG FOUNDATIONS (TO JULY 2023) Officer | 16 | $22,050 | $6,667 |
| MR GARY KINARD | TRUSTEE/VICE CHAIR Trustee or director, Officer | 0.2 | $0 | $0 |
| MS ANN NEWMAN | TRUSTEE/PAST CHAIR Trustee or director, Officer | 0.2 | $0 | $0 |
| MS HONEY SHACKLEFORD | TRUSTEE/SECRETARY Trustee or director, Officer | 0.1 | $0 | $0 |
| MR DAVID R EDWARDS INVFIN COM CH | TRUSTEE/TREASURER Trustee or director, Officer | 0.2 | $0 | $0 |
| MR JOSH CHAPMAN | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| MR BRUCE BOBICK | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MS TONYA BYRD BDC CHAIR | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MR BRIAN DILL | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MR DAVID B DENNIS | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| DR RICHARD INGLE | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MRS VICKI KAISER | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MR SCOTT KAUFFMAN REF CH | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| MR GERALD KEMP | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MRS AMANDA LUCEY | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MR JOHN PAULK III | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MS CHRISTA L PITTS RDC CH | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| MR ZACH STEED | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MR MICHAEL STONE | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MR STEVE SWOPE | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| DR JASON THOGMARTIM AUDIT COM CH | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| MS MARY TRITT | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MR DAVID WARE | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MR JIM GILL | LIFE TIME MEMBER Trustee or director | 0.1 | $0 | $0 |
| MR ROBERT J STONE | LIFE TIME MEMBER Trustee or director | 0.1 | $0 | $0 |
| DR BEHERUZ N SETHNA | HONORARY Trustee or director | 0.1 | $0 | $0 |
990 for the year ended June 30, 2023: 33 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HOLLY SAILERS | CFO UWG FOUNDATIONS Officer | 16 | $41,888 | $11,722 |
| DR MEREDITH BRUNEN | CEO Officer | 8 | $43,253 | $7,309 |
| MS ANN NEWMAN | TRUSTEE/CHAIR Trustee or director, Officer | 0.2 | $0 | $0 |
| MR GARY KINARD | TRUSTEE/VICE CHAIR Trustee or director, Officer | 0.2 | $0 | $0 |
| MR LUIS A PLANAS | TRUSTEE/PAST CHAIR Trustee or director, Officer | 0.2 | $0 | $0 |
| MR TIM MARTIN | TRUSTEE/SECRETARY Trustee or director, Officer | 0.2 | $0 | $0 |
| MR DAVID R EDWARDS INVFIN COM CH | TRUSTEE/TREASURER Trustee or director, Officer | 0.2 | $0 | $0 |
| DR BRENDAN KELLY | EX-OFFICIA UWG PRES Trustee or director | 0.1 | $0 | $0 |
| MR BRUCE BOBICK | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MS TONYA BYRD BDC CHAIR | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MR JOSH CHAPMAN | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MR DAVID B DENNIS | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MR BRIAN DILL | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| DR RICHARD INGLE | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MRS VICKI KAISER | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MR SCOTT KAUFFMAN REF CH | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| MR GERALD KEMP | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MRS AMANDA LUCEY | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MR DENNIS MCENTIRE | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MR FRED O'NEAL | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MR JOHN PAULK III | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MS CHRISTA L PITTS RDC CH | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| MR L RICHARD PLUNKETT | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MRS HONEY SHACKLEFORD | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MR ZACH STEED | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MR MICHAEL STONE | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MR STEVE SWOPE | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| DR JASON THOGMARTIM AUDIT COM CH | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| MR DAVID WARE | TRUSTEE Trustee or director | 0.1 | $0 | $0 |
| MR JAMES JIM GILL | LIFE TIME MEMBER Trustee or director | 0 | $0 | $0 |
| MR PHILLIP KAUFFMAN | LIFE TIME MEMBER Trustee or director | 0 | $0 | $0 |
| MR ROBERT J STONE | LIFE TIME MEMBER Trustee or director | 0.1 | $0 | $0 |
| DR BEHERUZ N SETHNA | HONORARY Trustee or director | 0.1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1601 MAPLE ST, CARROLLTON, GA 30118-0001
- In care of
- % PHYLLIS FOUNTAIN
- Principal officer (990 for 2024)
- GARY KINARD, 1601 Maple Street, Carrollton, GA 30118
- Signed the 990
- GARY KINARD, Chair
- Phone
- (678) 839-6447
- Return prepared by
- Mauldin & Jenkins LLC
Mission
It is the mission of the university of West Georgia Foundation, INC. To support the University of West Georgia in its mission to provide excellent higher education to it constituencies.
Program accomplishments
- The University of West Georgia foundation provides student housing on campus for University of West Georgia students.Expenses $4,276,787 · grants $3,519,955 · revenue $1,553,402
- The University of West Georgia Foundation raises philanthropic dollars to fund departmental, programmatic and institutional support at the University of West Georgia.Expenses $2,917,629 · grants $2,917,629 · revenue $105,455
- The University of West Georgia Foundation raises philanthropic dollars to fund merit and/or needs-based scholarships for University of West Georgia students as well as numerous departmental, scholastic awards.Expenses $1,678,277 · grants $1,678,277
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 58-6056464
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Organization supporting a government college or university
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1967
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B820)
- Assets (IRS master file)
- $100,853,502
- Income (IRS master file)
- $10,536,499
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $10,279,061 | $10,292,590 | $100,853,502 | IRS |
| 990 | June 2024 | $7,215,916 | $6,114,917 | $98,987,761 | IRS |
| 990 | June 2023 | $18,791,452 | $8,553,645 | $98,571,399 | XML |
| 990 | June 2022 | $10,389,838 | $5,723,192 | $86,140,941 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 58-6056464).
Questions about UNIVERSITY OF WEST GEORGIA FOUNDATION INC
- What is the EIN of UNIVERSITY OF WEST GEORGIA FOUNDATION INC?
- The employer identification number (EIN) of UNIVERSITY OF WEST GEORGIA FOUNDATION INC is 58-6056464.
- Is UNIVERSITY OF WEST GEORGIA FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to UNIVERSITY OF WEST GEORGIA FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY OF WEST GEORGIA FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNIVERSITY OF WEST GEORGIA FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF WEST GEORGIA FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNIVERSITY OF WEST GEORGIA FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names GARY KINARD.
- Who are the officers and directors of UNIVERSITY OF WEST GEORGIA FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 24 people; 3 received compensation from the organization, the highest $53,431 (Dan Stephens, CFO UWG Foundations).
- How much revenue does UNIVERSITY OF WEST GEORGIA FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $10,279,061, expenses of $10,292,590 and total assets of $100,853,502 at year end.
Other nonprofits in CARROLLTON
- UWG REAL ESTATE FOUNDATION INC EIN 56-2452076 · last filed 990 for 2025
- OAK MOUNTAIN ACADEMY INC EIN 58-0976833 · last filed 990 for 2025
- OAK GROVE MONTESSORI SCHOOL INC EIN 75-3164848 · last filed 990 for 2025
- 24 STRONG EDUCATIONAL FOUNDATION INC EIN 99-2844988 · last filed 990 for 2026
- PARTNERS ADVANCING STUDENT SUCCESS INC EIN 45-5615740 · last filed 990 for 2025
- CARROLLTON BOOSTER CLUB EIN 58-6043197 · last filed 990 for 2025
- TONY ALEXANDER MEMORIAL EIN 86-2611038 · last filed 990 for 2025
- CENTRAL HIGH SCHOOL BAND BOOSTER CLUB INC EIN 06-1691334 · last filed 990 for 2026