Civic Intelligence

Unc Management Company Inc.

990 • Fiscal year 2012 • EIN 36-4516257

Jul 01, 2011 to Jun 30, 2012 • Filed on Feb 14, 2013

Organization ProfileN/A

View Organization Page

1400 Environ Way27517
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

49th percentile

0.26x

Higher debt load relative to assets than 49% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

10th percentile

-9.3%

Faster asset growth than 10% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$11,410,557

Down $1,163,814 (-9.3%) from 2011

Net Assets

Down

$8,472,032

Down $2,241,933 (-21%) from 2011

Liabilities

Up

$2,938,525

Up $1,078,119 (+58%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$9,704,478

Up $2,701,640 (+39%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2010: $11,081,509Liabilities 2010: $1,423,140Net Assets 2010: $9,658,3692010Assets 2011: $12,574,371Liabilities 2011: $1,860,406Net Assets 2011: $10,713,9652011Assets 2012: $11,410,557Liabilities 2012: $2,938,525Net Assets 2012: $8,472,0322012Assets 2013: $11,270,662Liabilities 2013: $2,176,997Net Assets 2013: $9,093,6652013Assets 2014: $12,700,566Liabilities 2014: $2,385,015Net Assets 2014: $10,315,5512014Assets 2015: $15,310,354Liabilities 2015: $4,493,578Net Assets 2015: $10,816,7762015Assets 2016: $16,150,960Liabilities 2016: $4,951,162Net Assets 2016: $11,199,7982016Assets 2017: $20,082,446Liabilities 2017: $6,003,137Net Assets 2017: $14,079,3092017Assets 2018: $24,762,585Liabilities 2018: $6,942,549Net Assets 2018: $17,820,0362018Assets 2019: $29,077,674Liabilities 2019: $9,476,183Net Assets 2019: $19,601,4912019Assets 2020: $32,240,475Liabilities 2020: $10,441,398Net Assets 2020: $21,799,0772020Assets 2021: $42,605,253Liabilities 2021: $13,811,038Net Assets 2021: $28,794,2152021Assets 2022: $53,097,067Liabilities 2022: $21,003,470Net Assets 2022: $32,093,5972022Assets 2023: $57,069,634Liabilities 2023: $25,336,914Net Assets 2023: $31,732,7202023Assets 2024: $61,409,703Liabilities 2024: $29,823,057Net Assets 2024: $31,586,6462024

Highlighted filing

2012

Assets$11,410,557
Liabilities$2,938,525
Net Assets$8,472,032
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2010: $6,261,4772010Expenses 2011: $7,002,8382011Expenses 2012: $9,704,4782012Expenses 2013: $8,394,8122013Revenue 2014: $9,384,051Expenses 2014: $9,052,652Net Income 2014: $331,3992014Revenue 2015: $11,651,449Expenses 2015: $11,837,577Net Income 2015: -$186,1282015Revenue 2016: $12,836,605Expenses 2016: $12,325,497Net Income 2016: $511,1082016Revenue 2017: $15,234,480Expenses 2017: $13,455,570Net Income 2017: $1,778,9102017Revenue 2018: $17,556,473Expenses 2018: $15,177,555Net Income 2018: $2,378,9182018Revenue 2019: $18,972,555Expenses 2019: $18,242,557Net Income 2019: $729,9982019Revenue 2020: $19,864,618Expenses 2020: $17,999,982Net Income 2020: $1,864,6362020Revenue 2021: $24,325,810Expenses 2021: $25,164,734Net Income 2021: -$838,9242021Revenue 2022: $30,528,524Expenses 2022: $27,964,769Net Income 2022: $2,563,7552022Revenue 2023: $23,645,862Expenses 2023: $23,496,289Net Income 2023: $149,5732023Revenue 2024: $25,001,125Expenses 2024: $29,438,159Net Income 2024: -$4,437,0342024

Highlighted filing

2012

Revenue-
Expenses$9,704,478
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Feb 14, 2013
Return Version
2011v1.5
Gross Receipts
$8,083,823
Mission and Program Overview

Mission

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 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 insitutions and affiliates.

Major Activities

Activity 2
Unc management company, inc. Is responsible for the oversight of the unc chapel hill temporary pool, which invests certain cash assets of unc chapel hill and affiliated foundations that support unc chapel hill. The unc chapel hill temporary pool was established to meet the liquidity needs of the pool's participants, and to generate a reasonable level of current income while protecting the principal of the pool.
Filing and Contact Details

Filer

EIN
36-4516257
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IRS990/MissionDescription0UNC 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 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 INSITUTIONS AND AFFILIATES.
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IRS990/OtherExpenses/Total15000
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IRS990/ProgramServiceRevenue/Description0MANAGEMENT FEE INCOME
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IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome07287009
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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$11,410,557
Liabilities
$2,938,525
Net assets
$8,472,032
Revenue
-
Expenses
$9,704,478
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$61.4$29.8$31.6$25.0$29.4$4.44
2023Detailed filing. Detailed filing data is available for this year.$57.1$25.3$31.7$23.6$23.5$0.15
2022Detailed filing. Detailed filing data is available for this year.$53.1$21.0$32.1$30.5$28.0$2.56
2021Detailed filing. Detailed filing data is available for this year.$42.6$13.8$28.8$24.3$25.2$0.84
2020Detailed filing. Detailed filing data is available for this year.$32.2$10.4$21.8$19.9$18.0$1.86
2019Detailed filing. Detailed filing data is available for this year.$29.1$9.48$19.6$19.0$18.2$0.73
2018Detailed filing. Detailed filing data is available for this year.$24.8$6.94$17.8$17.6$15.2$2.38
2017Detailed filing. Detailed filing data is available for this year.$20.1$6.00$14.1$15.2$13.5$1.78
2016Detailed filing. Detailed filing data is available for this year.$16.2$4.95$11.2$12.8$12.3$0.51
2015Detailed filing. Detailed filing data is available for this year.$15.3$4.49$10.8$11.7$11.8$0.19
2014Detailed filing. Detailed filing data is available for this year.$12.7$2.39$10.3$9.38$9.05$0.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$2.18$9.09$8.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$2.94$8.47$9.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$1.86$10.7$7.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$1.42$9.66$6.26