UNC MANAGEMENT COMPANY INC Charity Report

Public IRS 990 nonprofit record

UNC MANAGEMENT COMPANY INC

EIN 36-4516257

What they do

SEE SCHEDULE O

Before you give

Are they doing good?

Easy charity check

Good signs so far

The public paperwork has several good signs. Now check whether the charity can show who it helped.

Here is the honest answer: A tax form shows money and paperwork. It cannot prove that people, animals, or the community were truly helped.

Good signs we looked for

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe explanation is very short. Ask what work they really do.

They name their leaders17 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

$104.20spent for every $100 of revenueSpending was higher than revenue this year.

$18.20of every $100 spent went to management and office costsThis number alone does not tell us how much good they did.

$2.01in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $1,237,712 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $5,214,773 for JONATHON C KING (PRESIDENT). Compare pay with organizations of similar size and complexity.

Bottom line: Good paperwork is a good sign—not proof. The best answer comes when the charity can show what it changed, who it helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

Money in and money out

Revenue$29,498,370

Expenses$30,736,082

Annual shortfall $1,237,712 Expenses were higher than revenue for this filing year.

Selected spending reported on the 990

Each amount is compared with total expenses separately. These categories can overlap, so they should not be added together as a pie chart.

Management and general$5,600,282 · 18.2% of expenses

Grants paid$10,000,000 · 32.5% of expenses

See all reported dollar amounts

Revenue$29,498,370

Expenses$30,736,082

Assets$61,734,820

Income$31,927,055

Grants given$10,000,000

Average grant$5,000,000

Management and general$5,600,282

Accounting fees$1,201,778

Investing fees$128,262

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JONATHON C KINGPRESIDENT · 50 hrs/week $5,214,773Base $5,126,631 · Other $88,142

EDWARD HETHERINGTONSVP - PUBLIC INVESTMENTS · 50 hrs/week $2,429,231Base $1,638,591 · Other $790,640

JOSHUA SHAPIROVP - INV STRATEGY & RISK MANAGEMENT · 50 hrs/week $2,153,083Base $2,051,349 · Other $101,734

CHRIS BARTHOLOMEWMANAGING DIRECTOR, INVESTMENTS · 50 hrs/week $1,707,605Base $1,148,341 · Other $559,264

MATTHEW LESESKYMANAGING DIRECTOR, INVESTMENTS · 50 hrs/week $1,678,308Base $1,132,466 · Other $545,842

CHRIS RUDOLPHMANAGING DIRECTOR, INVESTMENTS · 50 hrs/week $1,671,172Base $1,124,903 · Other $546,269

ANGELA MOSSMANAGING DIRECTOR, INVESTMENTS · 50 hrs/week $1,664,279Base $1,124,951 · Other $539,328

RODGERS HARSHBARGERMANAGING DIRECTOR, INVESTMENTS · 50 hrs/week $1,664,230Base $1,130,363 · Other $533,867

TIM BURCHSENIOR VP & GENERAL COUNSEL · 50 hrs/week $1,097,828Base $758,749 · Other $339,079

CHRIS MATTKEVP - INV OPS & FINANCE · 50 hrs/week $1,031,793Base $710,499 · Other $321,294

NATHAN KNUFFMANDIRECTOR · 1 hrs/week $135,688Base · Other $135,688

LEE H ROBERTSDIRECTOR · 1 hrs/week $102,695Base · Other $102,695

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (17)

JONATHON C KINGPRESIDENT

EDWARD HETHERINGTONSVP - PUBLIC INVESTMENTS

JOSHUA SHAPIROVP - INV STRATEGY & RISK MANAGEMENT

CHRIS BARTHOLOMEWMANAGING DIRECTOR, INVESTMENTS

MATTHEW LESESKYMANAGING DIRECTOR, INVESTMENTS

CHRIS RUDOLPHMANAGING DIRECTOR, INVESTMENTS

ANGELA MOSSMANAGING DIRECTOR, INVESTMENTS

RODGERS HARSHBARGERMANAGING DIRECTOR, INVESTMENTS

TIM BURCHSENIOR VP & GENERAL COUNSEL

CHRIS MATTKEVP - INV OPS & FINANCE

NATHAN KNUFFMANDIRECTOR

LEE H ROBERTSDIRECTOR

KEVIN GUSKIEWICZFORMER DIRECTOR

DAVID M CARROLLDIRECTOR

JOHN P PREYERDIRECTOR

MAX C CHAPMAN JRDIRECTOR

MICHAEL D KENNEDYDIRECTOR

About this charity

Recognized since: January 2002
Location: 1400 ENVIRON WAY, CHAPEL HILL, NC 27517
County: Orange
In care of: TIMOTHY BURCH
Primary officer: TIMOTHY BURCH, SENIOR VP AND GENERAL COUNSEL

How to reach them

WebsiteVisit the charity’s website Phone(919) 442-1599

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: KPMG LLP
Grant-giving organization: Yes