CHAPEL HILL, NC
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)UNC MANAGEMENT COMPANY INC, founded in 2002, is a mid-sized nonprofit that reported $29.5M in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion.
UNC MANAGEMENT COMPANY'S MISSION IS TO PROVIDE PROFESSIONAL ASSET MANAGEMENT SERVICES TO THE UNIVERSITY OF NORTH CAROLINA SYSTEM, THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL AND ITS OTHER CONSTITUENT INSTITUTIONS AND THEIR AFFILIATED ENDOWMENT, FOUNDATIONS AND ENTITIES BY MAXIMIZING THE LONG-TERM RETURN ON THE INVESTMENT PORTFOLIO COMMENSURATE WITH SPECIFIED RISK PARAMETERS. KEEPING WITH THE HIGHEST PROFESSIONAL AND ETHICAL STANDARDS, OUR OBJECTIVE IS TO PROTECT AND ENHANCE THE VALUE OF THE ASSETS ENTRUSTED TO US. WE STRIVE TO ESTABLISH UNC MANAGEMENT COMPANY AS THE PREFERRED PROVIDER OF INVESTMENT MANAGEMENT SERVICES FOR THE UNIVERSITY OF NORTH CAROLINA, ITS CONSTITUENT INSTITUTIONS AND AFFILIATES.
UNC MANAGEMENT COMPANY PROVIDES INVESTMENT MANAGEMENT SERVICES TO THE UNIVERSITY OF NORTH CAROLINA SYSTEM, THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL AND ITS OTHER CONSTITUENT INSTITUTIONS AND...
UNC MANAGEMENT COMPANY PROVIDES INVESTMENT MANAGEMENT SERVICES TO THE UNIVERSITY OF NORTH CAROLINA SYSTEM, THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL AND ITS OTHER CONSTITUENT INSTITUTIONS AND THEIR AFFILIATED ENDOWMENT, FOUNDATIONS AND ENTITIES. UNC MANAGEMENT COMPANY HAS BEEN RETAINED BY THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOUNDATION INVESTMENT FUND, INC. ("CHIF") BOARD OF DIRECTORS TO SERVE AS THE INVESTMENT MANAGER FOR UNC INVESTMENT FUND, LLC (THE "FUND"). IN THIS ROLE, UNC MANAGEMENT COMPANY WORKS IN CONCERT WITH THE CHIF BOARD OF DIRECTORS AND IS RESPONSIBLE FOR OVERSEEING THE FUND'S INVESTMENTS AND PROVIDING ADMINISTRATIVE SERVICES, INCLUDING EVALUATING AND MONITORING THE EXTERNAL INVESTMENT MANAGERS RETAINED BY THE FUND AND RECOMMENDING CHANGES TO THE FUND'S INVESTMENT OBJECTIVES, ASSET ALLOCATION AND INVESTMENT IMPLEMENTATION FOR APPROVAL BY THE CHIF BOARD OF DIRECTORS. UNC MANAGEMENT COMPANY ALSO SERVES AS INVESTMENT MANAGER FOR UNC INTERMEDIATE POOL, LLC, WITH THE OBJECTIVE OF GENERATING A TOTAL INVESTMENT RETURN HIGHER THAN WHAT CAN BE EARNED ON SHORT-TERM, MONEY MARKET BASED INVESTMENTS. UNC INTERMEDIATE POOL WAS ESTABLISHED TO MEET CERTAIN LIQUIDITY NEEDS OF ITS PARTICIPANTS.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $29,498,370 | $25,001,125 | +0.2% |
| Expenses | $30,736,082 | $29,438,159 | +0.0% |
| Net Income | $-1,237,712 | $-4,437,034 | -0.7% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| MAX C CHAPMAN JR | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| MICHAEL D KENNEDY | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JONATHON C KING | PRESIDENT | 50.00 |
Officer
Director
|
$5,126,631 | $88,142 | $5,214,773 |
| NATHAN KNUFFMAN | DIRECTOR | 1.00 |
Director
|
$0 | $135,688 | $568,710 |
| LEE H ROBERTS | DIRECTOR | 1.00 |
Director
|
$0 | $102,695 | $756,315 |
| DAVID M CARROLL | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| JOHN P PREYER | DIRECTOR | 1.00 |
Director
|
$0 | $0 | $0 |
| TIM BURCH | SENIOR VP & GENERAL COUNSEL | 50.00 |
Officer
|
$758,749 | $339,079 | $1,097,828 |
| EDWARD HETHERINGTON | SVP - PUBLIC INVESTMENTS | 50.00 |
Officer
|
$1,638,591 | $790,640 | $2,429,231 |
| JOSHUA SHAPIRO | VP - INV STRATEGY & RISK MANAGEMENT | 50.00 |
Officer
|
$2,051,349 | $101,734 | $2,153,083 |
| CHRIS MATTKE | VP - INV OPS & FINANCE | 50.00 |
Officer
|
$710,499 | $321,294 | $1,031,793 |
| CHRIS RUDOLPH | MANAGING DIRECTOR, INVESTMENTS | 50.00 |
Highest
|
$1,124,903 | $546,269 | $1,671,172 |
| ANGELA MOSS | MANAGING DIRECTOR, INVESTMENTS | 50.00 |
Highest
|
$1,124,951 | $539,328 | $1,664,279 |
| RODGERS HARSHBARGER | MANAGING DIRECTOR, INVESTMENTS | 50.00 |
Highest
|
$1,130,363 | $533,867 | $1,664,230 |
| CHRIS BARTHOLOMEW | MANAGING DIRECTOR, INVESTMENTS | 50.00 |
Highest
|
$1,148,341 | $559,264 | $1,707,605 |
| MATTHEW LESESKY | MANAGING DIRECTOR, INVESTMENTS | 50.00 |
Highest
|
$1,132,466 | $545,842 | $1,678,308 |
| KEVIN GUSKIEWICZ | FORMER DIRECTOR | 1.00 |
|
$0 | $33,132 | $235,332 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $29,498,370 | $30,736,082 | $61,734,820 | $-1,237,712 |
| 2024 | No data | No data | No data | No data |
| 2023 | $23,645,862 | $23,496,289 | $57,069,634 | $149,573 |
| 2022 | $30,528,524 | $27,964,769 | $53,097,067 | $2,563,755 |
| 2021 | $24,325,810 | $25,164,734 | $42,605,253 | $-838,924 |
| 2020 | $19,864,618 | $17,999,982 | $32,240,475 | $1,864,636 |
| 2019 | $18,972,555 | $18,242,557 | $29,077,674 | $729,998 |
| 2018 | $17,556,473 | $15,177,555 | $24,762,585 | $2,378,918 |
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