B โ€” EducationEIN: 562276950ยท Ruling Year: 2004

University Of North Carolina At Charlotte Investment Fund

Charlotte, North Carolina

BHealth Score
62B

Financial Health Score

8-metric score across financial health, operational efficiency, and resilience. Based on IRS Form 990 filing data.

Above Average

๐Ÿ’ฐ
$2.0M
Total Revenue
๐Ÿ“Š
$1.1M
Total Expenses
๐Ÿฆ
$316.1M
Net Assets
๐Ÿ“‹
$163K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
+382.9%
Year-over-year change (2022 โ†’ 2023)
Net Margin
+44.3%
Revenue minus expenses as % of revenue
Working Capital Ratio
285.86
Net assets divided by total expenses
Liabilities-to-Assets
0.1%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$1,983,754โ†‘383%$1,105,855โ†“25%$316,286,095โ†‘3%
2022$410,794โ†“79%$1,484,041โ†“5%$306,480,982โ†‘2%
2021$1,981,696โ†‘451%$1,554,068โ†‘33%$299,096,548โ†‘32%
2020$359,916โ†“75%$1,166,925โ†‘1%$226,012,992โ†‘1%
2019$1,461,698โ†‘412%$1,150,863โ†“8%$222,736,325โ†‘7%
2018$285,424โ†‘31%$1,252,209โ†‘11%$207,738,198โ†‘8%
2017$217,707โ†‘32%$1,132,924โ†‘1%$192,527,465โ†‘12%
2016$165,076โ†“66%$1,120,742โ†‘11%$171,190,373โ†‘1%
2015$485,477โ†“90%$1,013,750โ†“83%$169,861,030โ†‘8%
2014$4,998,242โ†“10%$5,922,474โ†“9%$157,915,731โ†‘16%
2013$5,530,179โ†‘211%$6,540,956โ†‘770%$136,684,611โ†‘10%
2012$1,780,977โ†‘87%$752,093โ†“21%$123,785,575โ†‘3%
2011$953,397$953,397$120,366,704

Frequently Asked Questions

What does University Of North Carolina At Charlotte Investment Fund do?โ–ผ

University Of North Carolina At Charlotte Investment Fund is a education nonprofit organization based in North Carolina. It is classified under NTEE code B11 and is registered as a 501(c) tax-exempt organization with the IRS.

Is University Of North Carolina At Charlotte Investment Fund financially healthy?โ–ผ

Financial health scoring requires Form 990 filing data. Check back as we process more filings for University Of North Carolina At Charlotte Investment Fund.

How much revenue does University Of North Carolina At Charlotte Investment Fund generate?โ–ผ

University Of North Carolina At Charlotte Investment Fund reports $457K in annual revenue and holds $344.7M in total assets, based on IRS filings.

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University Of North Carolina At Charlotte Investment Fund โ€” Charlotte, NC | GiveScope