UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND

EIN: 562276950 501(c)(3) Education

CHARLOTTE, NC

Total Revenue
$5,968,107
Total Expenses
$1,054,464
Total Assets
$376,735,835
Net Assets
$376,542,600
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
NC
Principal Officer
DR RICHARD AMON
Phone
7046875809
Tax Period
2024-07-01 to 2025-06-30

UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INVESTMENT FUND, founded in 2004, is a community nonprofit in the Education sector that reported $6.0M in total revenue in fiscal year 2024. Revenue surged 1206% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.9M, a strong 82% operating margin.

Mission

THE PRIMARY PURPOSE IS TO ACCEPT FUNDS FROM THE MEMBERS FOR LONG-TERM INVESTMENT AND TO PRODUCE SUFFICIENT INVESTMENT RETURNS TO PROVIDE CURRENT INCOME FOR DISTRIBUTION TO THE MEMBERS TO MEET THEIR CURRENT CHARITABLE, SCIENTIFIC, AND EDUCATIONAL REQUIREMENTS WITH EXCESS INVESMENT RETURNS REINVESTED TO MEET FUTURE NEEDS AND TO DEVELOP AND MONITOR POLICIES AND STRATEGIES TO MAXIMIZE INVESTMENT RETURNS AND MINIMIZE INVESTMENT RISK.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $5,882,150
Other Revenue $85,957
TOTAL REVENUE $5,968,107

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $1,054,464
Other Expenses $1,054,464
TOTAL EXPENSES $1,054,464

Year-over-Year Comparison

2024 2023 Change
Revenue $5,968,107 $457,066 +12.1%
Expenses $1,054,464 $1,235,399 -0.1%
Net Income $4,913,643 $-778,333 -7.3%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

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

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Governance

Voting Members
7
Independent Members
6
Employees
N/A
Volunteers
7

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$343,566
Total Directors
7
$343,566
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DR RICHARD AMON TREASURER 1.00
Officer Director
$0 $60,250 $343,566
MICHAEL SHIELDS CHAIR 1.00
Officer Director
$0 $0 $0
DIMITRI TRIANTAFYLLIDES VICE CHAIR 1.00
Officer Director
$0 $0 $0
KEVIN BROWN BOARD MEMBER 1.00
Director
$0 $0 $0
DENNIS N BUNKER III BOARD MEMBER 1.00
Director
$0 $0 $0
SHARON GABER BOARD MEMBER 1.00
Director
$0 $0 $0
SUSAN N JAMISON BOARD MEMBER 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $5,968,107 $1,054,464 $376,735,835 $4,913,643
2024 $457,066 $1,235,399 $344,668,261 $-778,333
2023 $1,983,754 $1,105,855 $316,286,095 $877,899
2022 $410,794 $1,484,041 $306,480,982 $-1,073,247
2021 $1,981,696 $1,554,068 $299,096,548 $427,628
2020 $359,916 $1,166,925 $226,012,992 $-807,009
2019 $1,461,698 $1,150,863 $222,736,325 $310,835
2018 $285,424 $1,252,209 $207,738,198 $-966,785
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