EIN 36-4516257

Unc Management Company

IRS 501(c) type
501(c)(3)
Num. employees
46
Year formed
2002
Most recent tax filings
2020-06
Financials as of 2020-06
Revenues
$19.9m
+$892k
4.7%
 
$20m: Prog svcs
 
$98k: Invst income
 
$32k: Non-invt sales, net
Expenses
$18m
-$243k
-1.3%
 
$7m: Salaries, non-officers
 
$5m: Comp, officers
 
$1m: IT expenses
 
$5m: Misc other expenses
Assets
$32.2m
+$3m
10.9%
 
$19m: Other sec
 
$8m: Savings
 
$5m: A/R
 
$661k: Misc other assets
Liabilities
$10.4m
+$965k
10.2%
 
$7m: Accts pay
 
$4m: Defer rev
Description
Unc Management Company's mission is to provide professional asset Management services to our clients by maximizing the long-term return on the investment portfolio commensurate with specified risk parameters. Keeping with the highest professional and ...

Program areas at Unc Management Company

Unc Management Company, Inc. Provides investment Management services to the university of north carolina system, university of north carolina at chapel hill and its other constituent institutions and affiliated endowments and foundations. The Management Company has been retained by the Unc chapel hill foundation investment fund ("chif") board of directors to serve as the investment manager for the Unc investment fund (the "fund"). In this role, the 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. Uncmc also serves as investment manager for the Unc intermediate pool, with the objective of generating a total investment return higher than what can be earned on short-term, money market based investments. This pool was established to meet certain liquidity needs of the pool's participants.

Form 990s for Unc Management Company

Fiscal year endingDate received by IRSFormPDF link
2019-062020-09-25990View PDF
2018-062019-05-14990View PDF
2017-062018-03-14990View PDF
2016-062017-08-09990View PDF
2015-062016-07-28990View PDF
...and 6 more Form 990s

Financials for Unc Management Company

RevenuesFYE 06/2020
Total grants, contributions, etc.$0
Program services$19,734,678
Investment income and dividends$97,940
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$32,000
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$19,864,618

Personnel at Unc Management Company

NameTitleCompensation
Jonathon KingPresident and Chief Executive Officer$1,535,222
Mr. Tunick Also ServedChief Investment Analyst
Edward HetheringtonVice President - Public Investments$728,348
 Subscribe to viewVice President and Senior Counsel
 Subscribe to viewVice President and Managing Director / Vice President - Inv Strategy and Risk Management$768,772
...and 20 more key personnel

Organizations like Unc Management Company

OrganizationLocationRevenue
University of Pittsburgh and Upmc Medical and Health Sciences FoundationPittsburgh, PA$11,590,213
CoxHealthSpringfield, MO$62,565,602
Houston Academy of MedicineHouston, TX$9,006,425
The University Corporation (TUC)Northridge, CA$52,761,003
USD Sanford School of Medicine Residency CorporationSioux Falls, SD$10,751,319
TrustbridgeWest Palm Beach, FL$44,618,766
Rochelle Zell Jewish High SchoolDeerfield, IL$8,213,674
Cal Poly CorporationSan Luis Obispo, CA$89,832,573
California State University San Marcos CorporationSan Marcos, CA$27,345,202
Empath HealthClearwater, FL$37,009,774
Inperium Management ServicesReading, PA$11,855,473
The American University of Greece FoundationBoston, MA$12,099,356
Connecticut Institute for CommunitiesDanbury, CT$28,842,512
Ucla Investment CompanyLos Angeles, CA$5,491,721
The Watson Institute (WI)Sewickley, PA$10,679,860
Faculty Student Association of the State University of NY at Stony BrookStony Brook, NY$34,224,491
RIT Global Delivery CorporationRochester, NY$9,275,584
University of Maryland Baltimore Washington Medical SystemGlen Burnie, MD$5,029,288
Montgomery Baptist Outreach Services CorporationMontgomery, AL$6,672,079
Dimock Community FoundationRoxbury, MA$27,336,580
Parker Health GroupPiscataway, NJ$9,564,749
Alliance Health of QuincySouthborough, MA$18,422,168
Appalachian Regional Healthcare System (ARHS)Boone, NC$20,595,985
Children's Home of Bradford PaBradford, PA$10,288,005
Community Cancer Center LLCNormal, IL$9,031,921
Nonprofit Types
Issues
Characteristics
Key performance indicators
Total revenues
$19,864,618
2020
Yearly growth
4.7%
% of revenues
n/a
Total expenses
$17,999,982
2020
Yearly growth
-1.3%
% of expenses
n/a
Total assets
$32,240,475
2020
Yearly growth
10.9%
% of assets
n/a
Num. employees
46
2020
Yearly growth
7%
% of total
n/a
General information
Address
1400 Environ Way
Chapel Hill, NC 27517
Metro area
Durham-Chapel Hill, NC
Website URL
uncmc.unc.edu/ 
Phone
(919) 442-1599
IRS details
Fiscal year end
June
Taxreturn type
Form 990
Year formed
2002
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
B11: Education Single Organization Support
NAICS code, primary
621: Outpatient Health Care Practitioners and Facilities
Parent/child status
Central organization
Want more details?
You're in good company. Cause IQ users include leading professional services, technology, and nonprofit professionals who use Cause IQ to prospect for foundations or clients, research nonprofits, benchmark clients, and enrich their existing information.
Need bulk exports, historical benchmarking, or CRM integration? Check out our plans and pricing.