University Of North Carolina At Charlotte Investment Fund
EIN: 562276950 · Charlotte, NC · NTEE: B11
| Metric | Value |
|---|---|
| Total Revenue | $457K |
| Total Expenses | $1.1M |
| Net Assets | $316.1M |
Is University Of North Carolina At Charlotte Investment Fund Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About University Of North Carolina At Charlotte Investment Fund
University Of North Carolina At Charlotte Investment Fund (EIN: 562276950) is a nonprofit organization based in Charlotte, NC, classified under NTEE code B11. The organization reported total revenue of $457K and total assets of $344.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of University Of North Carolina At Charlotte Investment Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
University Of North Carolina At Charlotte Investment Fund is a small nonprofit that has been operating for 22 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 6.3%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $2.0M |
| Total Expenses | $1.1M |
| Surplus / Deficit | +$878K |
| Total Assets | $316.3M |
| Total Liabilities | $163K |
| Net Assets | $316.1M |
| Operating Margin | 44.3% |
| Debt-to-Asset Ratio | 0.1% |
| Months of Reserves | 3432.1 months |
Financial Health Grade: A
In 2023, University Of North Carolina At Charlotte Investment Fund reported a surplus of $878K with revenue exceeding expenses, holds 3432.1 months of operating reserves (strong position), has a debt-to-asset ratio of 0.1% (very low leverage).
Financial Trends
Over 13 years of filings (2011–2023), University Of North Carolina At Charlotte Investment Fund's revenue has grown at a compound annual growth rate (CAGR) of 6.3%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +382.9% | -25.5% | +3.2% |
| 2022 | -79.3% | -4.5% | +2.5% |
| 2021 | +450.6% | +33.2% | +32.3% |
| 2020 | -75.4% | +1.4% | +1.5% |
| 2019 | +412.1% | -8.1% | +7.2% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1200 |
| IRS Ruling Date | 2004 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for University Of North Carolina At Charlotte Investment Fund has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates University Of North Carolina At Charlotte Investment Fund with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $878K, with revenue exceeding expenses.
- Debt-to-asset ratio: 0.1%.
Frequently Asked Questions about University Of North Carolina At Charlotte Investment Fund
Is University Of North Carolina At Charlotte Investment Fund a legitimate charity?
University Of North Carolina At Charlotte Investment Fund (EIN: 562276950) is a registered tax-exempt nonprofit based in North Carolina. It has 13 years of IRS 990 filings on record. Total revenue: $457K. No red flags identified. Financial health grade: A.
How does University Of North Carolina At Charlotte Investment Fund spend its money?
University Of North Carolina At Charlotte Investment Fund reported $457K in total revenue in IRS 990 filings. 13 years of filing data available. Revenue exceeded expenses in the most recent year. Review the full spending breakdown on NonprofitSpending.
Are donations to University Of North Carolina At Charlotte Investment Fund tax-deductible?
University Of North Carolina At Charlotte Investment Fund is registered as a tax-exempt nonprofit (EIN: 562276950). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is University Of North Carolina At Charlotte Investment Fund located?
University Of North Carolina At Charlotte Investment Fund is headquartered in Charlotte, North Carolina and files with the IRS under EIN 562276950. It is classified under NTEE code B11.
How many years of IRS 990 filings does University Of North Carolina At Charlotte Investment Fund have?
University Of North Carolina At Charlotte Investment Fund has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $457K in total revenue.
Filing History
IRS 990 filing history for University Of North Carolina At Charlotte Investment Fund showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), University Of North Carolina At Charlotte Investment Fund's revenue has grown by 108.1%, moving from $953K to $2.0M. Total assets increased by 162.8% over the same period, from $120.4M to $316.3M. Total functional expenses rose by 16%, from $953K to $1.1M. In its most recent filing year (2023), University Of North Carolina At Charlotte Investment Fund reported a surplus of $878K, with revenue exceeding expenses. The organization holds $163K in liabilities against $316.3M in assets (debt-to-asset ratio: 0.1%), resulting in net assets of $316.1M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $2.0M | $1.1M | $316.3M | $163K | — | View 990 |
| 2022 | $411K | $1.5M | $306.5M | $253K | — | View 990 |
| 2021 | $2.0M | $1.6M | $299.1M | $169K | — | View 990 |
| 2020 | $360K | $1.2M | $226.0M | $133K | — | View 990 |
| 2019 | $1.5M | $1.2M | $222.7M | $124K | — | View 990 |
| 2018 | $285K | $1.3M | $207.7M | $30K | — | View 990 |
| 2017 | $218K | $1.1M | $192.5M | $28K | — | View 990 |
| 2016 | $165K | $1.1M | $171.2M | $26K | — | View 990 |
| 2015 | $485K | $1.0M | $169.9M | $8K | — | View 990 |
| 2014 | $5.0M | $5.9M | $157.9M | $103K | — | View 990 |
| 2013 | $5.5M | $6.5M | $136.7M | $0 | — | View 990 |
| 2012 | $1.8M | $752K | $123.8M | $123.8M | — | View 990 |
| 2011 | $953K | $953K | $120.4M | $120.4M | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $2.0M, expenses of $1.1M, and assets of $316.3M (revenue +382.9% year-over-year).
- 2022: Revenue of $411K, expenses of $1.5M, and assets of $306.5M (revenue -79.3% year-over-year).
- 2021: Revenue of $2.0M, expenses of $1.6M, and assets of $299.1M (revenue +450.6% year-over-year).
- 2020: Revenue of $360K, expenses of $1.2M, and assets of $226.0M (revenue -75.4% year-over-year).
- 2019: Revenue of $1.5M, expenses of $1.2M, and assets of $222.7M (revenue +412.1% year-over-year).
- 2018: Revenue of $285K, expenses of $1.3M, and assets of $207.7M (revenue +31.1% year-over-year).
- 2017: Revenue of $218K, expenses of $1.1M, and assets of $192.5M (revenue +31.9% year-over-year).
- 2016: Revenue of $165K, expenses of $1.1M, and assets of $171.2M (revenue -66.0% year-over-year).
- 2015: Revenue of $485K, expenses of $1.0M, and assets of $169.9M (revenue -90.3% year-over-year).
- 2014: Revenue of $5.0M, expenses of $5.9M, and assets of $157.9M (revenue -9.6% year-over-year).
- 2013: Revenue of $5.5M, expenses of $6.5M, and assets of $136.7M (revenue +210.5% year-over-year).
- 2012: Revenue of $1.8M, expenses of $752K, and assets of $123.8M (revenue +86.8% year-over-year).
- 2011: Revenue of $953K, expenses of $953K, and assets of $120.4M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for University Of North Carolina At Charlotte Investment Fund:
Data Sources and Methodology
This transparency report for University Of North Carolina At Charlotte Investment Fund is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.