THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO INVESTMENT FUND INC (EIN 582005976) - Form 990 Financial Analysis & Trantor Score

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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

1992

Legal Domicile

Principal Officer

SCOTT MILMAN

Phone

3363344503

Tax Period

2024-07-01 to 2025-06-30

THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO INVESTMENT FUND INC, founded in 1992, is a mid-sized nonprofit in the Education sector that reported $92.4M in total revenue in fiscal year 2024. Revenue surged 1078% from the prior year, signaling strong growth momentum. The organization ran a surplus of $72.9M, a strong 79% operating margin.

Mission

TO ACCEPT THE TRANSFER OF ASSETS FROM THE UNCG ENDOWMENT FUND AND THE AFFILIATED FOUNDATIONS, WHICH BENEFIT THE UNIVERSITY, AND TO MANAGE THE INVESTMENT OF THOSE ASSETS.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $73,460,067

Other Revenue $18,931,186

TOTAL REVENUE $92,391,253

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,770,177

Other Expenses $19,447,181

TOTAL EXPENSES $19,447,181

Year-over-Year Comparison

	2024	2023	Change
Revenue	$92,391,253	$7,846,316	+10.8%
Expenses	$19,447,181	$18,934,995	+0.0%
Net Income	$72,944,072	$-11,088,679	-7.6%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$387,195

Total Directors

$1,296,876

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FRANKLIN GILLIAM	DIRECTOR	0.10	Director	$0	$95,507	$556,385
ROBERT J SHEA JR	TREASURER	0.10	Officer Director	$0	$78,438	$387,195
BETH FISHER	DIRECTOR	1.00	Director	$0	$48,419	$353,296
CHARLES KING	PRESIDENT	1.00	Officer Director	$0	$0	$0
SAM CONE	DIRECTOR	1.00	Director	$0	$0	$0
RANDALL KAPLAN	DIRECTOR	1.00	Director	$0	$0	$0
BILLY NUTT	DIRECTOR	1.00	Director	$0	$0	$0
KIM EDER	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE HOYLE	DIRECTOR	1.00	Director	$0	$0	$0
DR ADAM AIKEN	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW MEHELKO	DIRECTOR	1.00	Director	$0	$0	$0
BRAD MORTON	DIRECTOR	1.00	Director	$0	$0	$0
LASCEL WEBLEY	DIRECTOR	1.00	Director	$0	$0	$0
TIM RICE	DIRECTOR	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	$92,391,253	$19,447,181	$471,276,739	$72,944,072
2024	$7,846,316	$18,934,995	$430,398,703	$-11,088,679
2023	$11,465,443	$17,783,587	$392,897,621	$-6,318,144
2022	$22,759,163	$17,898,517	$369,290,686	$4,860,646
2021	$14,956,560	$18,829,650	$393,074,715	$-3,873,090
2020	$12,325,244	$16,164,495	$310,769,147	$-3,839,251
2019	$13,975,459	$13,123,312	$307,584,959	$852,147

THE UNIVERSITY OF NORTH CAROLINA AT GREENSBORO INVESTMENT FUND INC