2024-05-15T10:37:51-05:00 2023-06-30 561750124 BATCHELOR TILLERY & ROBERTS LLP 3605 GLENWOOD AVENUE SUITE 350 RALEIGH NC 27612 990 2022-07-01 743155150 LONGLEAF SERVICES INC LONG 9199663561 116 S BOUNDARY STREET CHAPEL HILL NC 27514 MICHAEL GRAVES CHIEF FINANCIAL OFFICER 9199663561 2024-05-15 1 MICHAEL GRAVES 999009999 0 JARED L PILAND P01326291 9197878212 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MICHAEL GRAVES 116 S BOUNDARY STREET CHAPEL HILL NC 27514 6063913 0 X WWW.LONGLEAFSERVICES.ORG X 2005 NC PROVIDE COST-EFFECTIVE FULFILLMENT SERVICES AND OTHER SUPPORT TO PARENT COMPANY UNC PRESS AS WELL AS OTHER UNIVERSITY PRESSES. 10 4 28 0 0 0 246353 156230 4326803 4305941 -22231 10371 17600 20739 4568525 4493281 0 0 0 0 1822093 1820573 0 0 0 2680463 2821069 4502556 4641642 65969 -148361 10272866 11691672 9684508 11225736 588358 465936 X LONGLEAF SERVICES, INC IS ORGANIZED AND OPERATED FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT EDUCATIONAL AND BENEVOLENT PURPOSES PURPOSES ON BEHALF OF THE UNIVERSITY OF NORTH CAROLINA PRESS, INC ("THE UNC PRESS"). SUCH PURPOSES INCLUDE: SUPPORTING THE MISSION AND ACTIVITIES OF THE UNC PRESS BY PROVIDING FULFILLMENT SERVICES FOR THE UNC PRESS AND OTHER NOT-FOR-PROFIT PUBLISHERS INVOLVED IN SCHOLARLY PUBLICATIONS AND SUPPORT ANY OTHER ACTIVITIES OF THE UNC PRESS, UPON DIRECTION FROM THE UNC PRESS, AS DULY AUTHORIZED BY THE BOARD OF GOVERNORS OF THE UNC PRESS. 0 0 3997687 4326680 FULFILLMENT SERVICES FOR THE UNC PRESS AND OTHER UNRELATED UNIVERSITY PRESSES. THESE SERVICES INCLUDE CUSTOMER SERVICE, ORDER PROCESSION, INVOICING, CREDIT AND COLLECTIONS, AND SALES REPORTING. 3997687 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 60 0 1 28 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 4 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X MICHAEL GRAVES 9199663561 116 S BOUNDARY STREET CHAPEL HILL NC 27514 LISA LEVENSTEIN CHAIR 1.00 1.00 X X 0 0 0 JOHN SHERER DIRECTOR 1.00 39.00 X X 0 227899 60332 JAMI CLAY PAST CFO, UNC PRESS 1.00 39.00 X 0 107366 31183 MICHAEL GRAVES CFO, UNC PRESS 1.00 39.00 X 0 38851 5359 JOHN C O'HARA JR MEMBER 1.00 1.00 X 0 0 0 ANGELA MILES MEMBER 1.00 1.00 X 0 0 0 SUZANNE MOOMAW MEMBER 1.00 1.00 X 0 0 0 ROBERT O NELSON MEMBER 1.00 1.00 X 0 0 0 SUSAN REICH MEMBER 1.00 1.00 X 0 0 0 ALISA PLANT MEMBER 1.00 1.00 X 0 0 0 STEVE WRINN MEMBER 1.00 1.00 X 0 0 0 JANE BUNKER MEMBER 1.00 1.00 X 0 0 0 CLAY FARR CEO 40.00 X 170025 0 48908 170025 374116 145782 1 0 1 0 0 134160 22070 156230 FULFILLMENT SERVICES FEES 561000 3193103 3193103 PUBLISHING SERVICES INCOME 561000 1112838 1112838 4305941 38090 38090 1542913 1570632 -27719 -27719 -27719 MISCELLANEOUS 900099 20739 20739 20739 4493281 4326680 0 10371 X 255323 255323 1086617 928773 157844 233735 191382 42353 149476 149476 95422 64283 31139 69189 69189 4583 4583 1996960 1996960 55188 55188 6409 6409 235788 235788 58480 58480 13765 13765 14775 14775 CREDIT CARD FEES 163128 163128 PUBLICATION GRANTS 115980 115980 PROCESSING FEES 65797 65797 BAD DEBT/COLLECTION EXP 12232 12232 8795 4935 3860 4641642 3997687 643955 0 5392385 4928462 4051277 5548593 409462 53818 0 355644 789375 819760 39829 39213 10272866 11691672 772823 1061946 8911685 10163790 9684508 11225736 X 588358 465936 588358 465936 10272866 11691672 -148361 25939 0 X 0 1 X 1 0 X X 1 UNC PRESS 566001394 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12G: LONGLEAF SERVICES INC. SUPPORTS THE MISSION THE THE UNIVERSITY OF NORTH CAROLINA PRESS BY PROVIDING CUSTOMER SERVICE, ORDER PROCESSING, INVOICING, CREDIT AND COLLECTIONS AND SALES REPORTING. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53818 53818 0 355644 355644 355644 DUE TO UNC PRESS 1266331 DUE TO OTHER UNIVERSITY PRESSES 8897459 10163790 X 4514637 25939 25939 4488698 4583 4583 4493281 4637059 0 4637059 4583 4583 4641642 PART X, LINE 2: LONGLEAF IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM STATE INCOME TAXES UNDER THE PROVISIONS OF THE NORTH CAROLINA NONPROFIT CORPORATION ACT. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. MANAGEMENT EVALUATED LONGLEAF'S TAX POSITIONS AND CONCLUDED THAT LONGLEAF HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THE INCOME TAXES TOPIC OF THE FASB ASC. EUROPE 0 0 PROGRAM SERVICES ATTENDANCE AT FRANKFURT AND LONDON BOOK FAIRS TO PROMOTE FOREIGN RIGHTS SALES REPRESENTATION FOR A GROUP OF UNIVERSITY PRESSES SERVED BY ORGANIZATION. 24331 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES ATTENDANCE AT BEIJING BOOK FAIR TO PROMOTE FOREIGN RIGHTS SALES REPRESENTATION FOR A GROUP OF UNIVERSITY PRESSES SERVED BY ORGANIZATION. 4987 0 0 0 0 0 0 29318 0 29318 0 0 0 0 0 0 PART III ACCOUNTING METHOD: X 0 0 0 0 0 0 0 0 0 JOHN SHERER DIRECTOR 0 227899 0 0 0 0 0 52621 0 7711 0 288231 0 0 CLAY FARR CEO 155000 0 15025 0 0 0 41197 0 7711 0 218933 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE UNC PRESS IS THE SOLE MEMBER OF LONGLEAF SERVICES, INC. FORM 990, PART VI, SECTION A, LINE 7A ALL MEMBERS OF THE BOARD OF LONGLEAF SERVICES, INC ARE ELECTED OR APPOINTED BY THE BOARD OF THE UNC PRESS. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS REVIWED BY THE PRESIDENT AND CFO AND MADE AVAILABLE TO THE BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS IN THE STAFF HANDBOOK AND ANY CONFLICTS ARE REPORTED ACCORDINGLY. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECION 6104(D). FORM 990, PART IX, LINE 11G CONTRACT PUBLISHING SERVICES: PROGRAM SERVICE EXPENSES 1,961,960. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,961,960. CONSULTING: PROGRAM SERVICE EXPENSES 35,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,000. UNIVERSITY OF NORTH CAROLINA PRESS INC 116 S BOUNDARY STREET CHAPEL HILL NC 27515 566001394 PROMOTES THE ADVANCEMENT OF ART AND SCIENCES AND DEVELOPMENT OF LITERATURE. NC 501(C)(3) LINE 7 0 UNIVERSITY OF NORTH CAROLINA SYSTEMS CB9000 PO BOX 2688 CHAPEL HILL NC 275152688 566172047 GOVERNING BODY OF THE PUBLIC UNIVERSITY SYSTEM OF NORTH CAROLINA NC 501(C)(3) N/A 0 0 1 1 0 1 0 0 0 0 0 1 1 0 1 1 1 1 0 0 UNIVERSITY OF NORTH CAROLINA PRESS INC C 134160 PAYMENTS PER RECORDS UNIVERSITY OF NORTH CAROLINA PRESS INC K 532320 PAYMENTS PER RECORDS UNIVERSITY OF NORTH CAROLINA PRESS INC Q 482800 PAYMENTS PER RECORDS