Who To Call for Help
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Who to call
Who to call | Staff | Phone | Email Address |
|---|---|---|
| Mike Dickerson, CPA, MBA Director, Information & Accounting Systems |
513-4303 | madicker@ncsu.edu |
| Julie Durway, Office Assistant | 513-4305 | jadurway@ncsu.edu |
| Sherry Ferguson, MBA, Financial Analyst | 515-9790 | slfergus@ncsu.edu |
| Libby George, CPA, Director of Investments | 515-1369 | epgeorge@ncsu.edu |
| Susan Holton, CPA, Special Projects Accountant | 515-7375 | sjholton@ncsu.edu |
| Marly Lee, Executive Assistant | 513-7147 | mplee2@ncsu.edu |
| Chris Lemons, Accountant | 513-7133 | cmlemons@ncsu.edu |
| Deborah Murphy, Accounting Technician | 515-1003 | dlmurphy@ncsu.edu |
| Yolanda Noble, Accountant | 515-1156 | ydnoble@ncsu.edu |
| Falguni Patel, Accountant | 515-1004 | fkpatel@ncsu.edu |
| Sibyl Pedziwiatr, Accounting Technician | 513-0549 | sepedziw@ncsu.edu |
| Michelle Phillips, CIA, Business Systems Analyst | 513-3552 | mpphilli@ncsu.edu |
| Samra Sair, Accountant | 513-7414 | sisair@ncsu.edu |
| Jill Tasaico, CPA, MBA, Senior Director | 515-1001 | jatasaic@ncsu.edu |
| Beth Taylor, Accountant, CPA | 513-1009 | elshimps@ncsu.edu |
| Cheryl Yanik, Accountant, CPA | 515-9106 | cbyanik@ncsu.edu |
WHAT'S YOUR QUESTION?
| Question | Who To Call | University Endowment Fund (If Different) |
|---|---|---|
| Routine Accounting Questions and Customer Service |
||
NC Agricultural Foundation, Inc. |
Falguni | |
NC State Alumni Association, Inc. |
Yolanda | |
NC State Engineering Foundation, Inc. |
Deborah |
|
NC State Natural Resources Foundation, Inc. |
Deborah | |
NC State University Foundation, Inc. |
Yolanda | |
NCSU Physical and Mathematical Sciences Fdn. |
Yolanda | |
NC Tobacco Foundation, Inc. |
Falguni | |
NC Veterinary Medical Foundation, Inc. |
Yolanda | |
University Endowment Fund |
Susan/Samra |
|
| Audit Reports | Beth/Jill | Susan/Samra |
| Board Meeting Materials | Susan | |
Building-to-endowment funds (BTE's) |
Deborah/Falguni | Susan/Samra |
| Check Requests - routine/special | Yolanda/Deborah | |
| Deposits | Sibyl/Yolanda | |
| Endowment Agreements | Chris | Susan |
| Endowment Spending Budgets | Sherry | Susan |
| Exemption or Exceptions to the Spending Policies | Sherry | Susan |
| Foundation Reports | Sherry/Mike |
|
| General Fund Budgets | Sherry/Mike |
|
| Gifts of Stock | Libby/Beth |
|
| Investment Performance Returns | Libby/Cheryl/Jill |
|
| LLC's and Corporations | Beth/Jill | |
| New Fund Setup | Sibyl/Falguni |
|
| Other Income | Sibyl/Falguni |
|
| Personal Mileage Reports | Marly |
|
| Planned Gifts/Charitable Trusts | Cheryl/Chris |
Susan |
| Sales & Use Tax | Chris |
|
| Specialized Service Requests | Mike/Jill |
Susan |
| Stewardship Information | Sherry/Mike |
Susan |
| Tax Issues Affecting Foundations | Cheryl/Jill |
|
| Taxable Awards to Employees | Deborah/Yolanda/Chris |
|
| Training | Mike/Susan |
|
| Transfers of Revenue/Expense between Entities | Deborah/Falguni |
|
| WOLF Reports | Sherry/Mike |
Susan/Samra |