Civic Intelligence

Unc Management Company Inc.

990 • Fiscal year 2016 • EIN 36-4516257

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 23, 2017

Organization Profilewww.uncmc.unc.edu

View Organization Page

1400 Environ WayChapel Hill, NC 27517

(919) 442-1599

Siviq Scores

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

Liabilities / Assets

57th percentile

0.31x

Higher debt load relative to assets than 57% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.39x

Higher debt load relative to revenue than 61% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

56th percentile

4.0%

Higher net margin than 56% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

98th percentile

$1,656,327

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

64th percentile

5.5%

Faster asset growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

69th percentile

10%

Faster revenue growth than 69% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$16,150,960

Up $840,606 (+5.5%) from 2015

Net Assets

Up

$11,199,798

Up $383,022 (+3.5%) from 2015

Liabilities

Up

$4,951,162

Up $457,584 (+10%) from 2015

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin56th percentile

Revenue

Up

$12,836,605

Up $1,185,156 (+10%) from 2015

Expenses

Up

$12,325,497

Up $487,920 (+4.1%) from 2015

Net Income

Up

$511,108

Up $697,236 (+375%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2016

Assets$16,150,960
Liabilities$4,951,162
Net Assets$11,199,798
Open 2016 Filing

Operations Trend

Revenue Growth69th percentile

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

2016

Revenue$12,836,605
Expenses$12,325,497
Net Income$511,108
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 23, 2017
Return Version
2015v3.0
Gross Receipts
$12,891,000
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.

To provide investment management and administrative services to the university of north carolina and affiliates.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$8,063,498$8,631,017▲ $567,519
Savings and Temporary Cash Investments$3,471,576$3,666,027▲ $194,451
Accounts Receivable$3,063,165$3,234,387▲ $171,222
Land, Buildings, and Equipment, Net$389,574$303,403▼ $86,171
Prepaid Expenses and Deferred Charges$274,511$268,048▼ $6,463
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$15,310,354$16,150,960▲ $840,606
Other Assets Total$48,030$48,078▲ $48
Liabilities
Accounts Payable and Accrued Expenses$2,962,039$3,094,723▲ $132,684
Deferred Revenue$1,531,539$1,856,439▲ $324,900
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$4,493,578$4,951,162▲ $457,584
Net Assets / Fund Balance
Unrestricted Net Assets$10,816,776$11,199,798▲ $383,022
Permanently Rstr Net Assets$0$0→ $0
Temporarily Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$10,816,776$11,199,798▲ $383,022
Total Liabilities and Net Assets / Fund Balance$15,310,354$16,150,960▲ $840,606

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$303,403$1,009,255$1,312,658
Other Securities$8,631,017--
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathon C KingPresidentFT$640,435$1,015,892$1,656,327
Kevin TunickVP - Private InvestmentsFT$398,358$525,285$923,643
Joshua ShapiroVP-inv Strategy & Risk MgmtFT$464,418$257,483$721,901
Edward HetheringtonVP-public InvestmentsFT$467,221$232,227$699,448
Rodgers HarshbargerDirector - InvestmentsFT$219,883$276,016$495,899
Chris RudolphDirector - InvestmentsFT$204,275$270,683$474,958
Matthew LeseskyDirector - InvestmentsFT$198,273$263,018$461,291
Brook ScardinaVP - Fin/adminFT$369,364$80,095$449,459
Angela MossDirector - InvestmentsFT$191,987$252,708$444,695
Chris BartholomewDirector - InvestmentsFT$193,128$218,743$411,871

Board Members and Trustees

NameTitle
Carol L FoltDirector
Dwight D StoneDirector
John Gb EllisonDirector
John L Townsend IiiDirector
Matthew M FajackDirector
Max C Chapman JrDirector
W Lowry CaudillDirector

Highest Paid Contractors

ContractorServicesLocationCompensation
Burgiss GroupSoftware111 River Street 10th Floor, Hoboken, NJ 07030$110,100
Carolinas ItTech Support1600 Hillsborough Street, Raleigh, NC 27605$109,535
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,850,503
Investment Income
$-13,898
Other Revenue
$0
Change in Net Assets
$511,108

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,836,605
Revenue Not Reported on Form 990
$-128,086
Total Revenue per Audited Statements
$12,708,519
Total Revenue per Form 990
$12,836,605
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$9,015,811
Other Expenses$3,309,686
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,525,045$777,424-$4,302,469
Current Officers, Directors, Trustees, and Key Employees$2,665,733$620,702-$3,286,435
Information Technology$606,360$109,536-$715,896
Other Employee Benefits$518,099$133,062-$651,161
Occupancy$518,511$131,809-$650,320
Travel$597,937$45,006-$642,943
Fees for Services Accounting$466,118$44,076-$510,194
Pension Plan Contributions$382,936$97,345-$480,281
Office Expenses$242,948$59,258-$302,206
Payroll Taxes$235,579$59,886-$295,465
Depreciation Depletion-$163,176-$163,176
Insurance$82,311$25,236-$107,547
Fees for Services Other$81,467$17,540-$99,007
Conferences and Meetings$40,609--$40,609
Fees for Service Investment Mgmnt Fees-$40,189-$40,189
Fees for Services Legal$14,608$2,502-$17,110
All Other Expenses$929--$929
Other Expenses-$100-$100
Total Functional Expenses$9,979,190$2,346,307$0$12,325,497

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,325,497
Total Expenses per Audited Statements$12,325,497
Total Expenses per Form 990$12,325,497
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Question 1B

“Determination of number of independent board members unc management company has 8 board members, 2 of which are compensated as employees of the university of north carolina at chapel hill, a related organization, and one is compensated as an employee of unc management company.”

Form 990, Part VI, Section A, Question 2

“BUSINESS RELATIONSHIP Carol Folt, Board Member, Business Relationship, Matthew Fajack, Board Member, Business Relationship. Max Chapman, board member, business relationship, John Townsend, board member, business relationship.”

Form 990, Part VI, Section B, Question 11

“Process used to review form 990 during february of 2017, management distributed a draft of the 2015 form 990 to the board of directors with an overview of the form. Management requested the board members provide comments and ask questions with respect to the draft. No significant feedback was received during this process.”

Form 990, Part VI, Section B, Question 12

“Conflict of interest policy unc management company, inc. Has established a conflict of interest policy which has been reviewed and approved by the company's board of directors. Unc management company is committed to the belief that sound business practices start with an absolute commitment from each employee to act ethically in carrying out the company's business and to comply with the laws and regulations that impact its business. Thus, unc management company's employees must avoid participating in activities that create or appear to create a conflict of interest. Unc management company has specified the following areas in its policy to be potential conflicts of interest: financial interest, outside employment, consultant contracts, acceptance of gifts, business courtesies, travel, lodging and entertainment, misuse of resources or assets, personal gain using undue influence, and use of confidential information. Unc management company's policy requires employees to disclose participation in activities or circumstances that may present a conflict of interest on a semi-annual basis or if at any time such individual becomes aware of circumstances that may present a conflict of interest. These disclosures are reviewed by the compliance officer (treasurer of the board of directors).”

Form 990, Part VI, Section B, Question 15

“Determination of compensation for key employees and officers unc management company annually submits compensation and related cost data to an independent third party consulting firm which compiles statistical information gathered from colleges, universities, and university related investment management companies. Using this data, this consulting firm has produced a customized study for uncmc showing compensation ranges, on a position by position basis, for comparable institutions. The summarized results of this study have been presented to the company's board of directors. The company also uses data from additional third party sources to determine comparable compensation for administrative positions. Compensation levels for each of the officers of the company (president and ceo and vice presidents) are approved annually by the company's board of directors.”

Form 990, Part VI, Section C, Question 19

“Governing documents unc management company, inc. Does not make its governing documents or its conflict of interest policy available to the public.”

Filing and Contact Details

Filer

Filer Name
Unc Management Company Inc
EIN
36-4516257
In Care Of
% MARGARET HOLDER
Phone
9194421599
Address
1400 ENVIRON WAY, CHAPEL HILL, NC 27517

Signing Officer

Name
Jonathon King
Title
President & Ce0
Phone
9194421599
Signed
2017-02-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jonathon C King
Formed
2002
Legal Domicile
Nc
Voting Board Members
8
Independent Board Members
5
Employees
41
Volunteers
5

Preparer

Firm
Kpmg Llp
Address
300 North Greene Street Suite 400, Greensboro, NC 27401
Preparer
Allison H Franklin
Phone
3362753394
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IRS990/Form990PartVIISectionAGrp/TitleTxt9VP - FIN/ADMIN
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IRS990/MissionDesc0UNC 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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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,150,960
Liabilities
$4,951,162
Net assets
$11,199,798
Revenue
$12,836,605
Expenses
$12,325,497
Net income
$511,108
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