University Of North Carolina At Charlotte Investment Fund
| Fiscal year | Revenue | Expenses | Net | Reserve mo. | Staff % |
|---|---|---|---|---|---|
| 2011 | 953,397 | 953,397 | 0 | 0.0 | 0% |
| 2012 | 1,780,977 | 752,093 | 1,028,884 | 0.0 | 0% |
| 2013 | 5,530,179 | 6,540,956 | −1,010,777 | 250.8 | 0% |
| 2014 | 4,998,242 | 5,922,474 | −924,232 | 319.8 | 0% |
| 2015 | 485,477 | 1,013,750 | −528,273 | 2010.6 | 0% |
| 2016 | 165,076 | 1,120,742 | −955,666 | 1832.7 | 0% |
| 2017 | 217,707 | 1,132,924 | −915,217 | 2039.0 | 0% |
| 2018 | 285,424 | 1,252,209 | −966,785 | 1990.5 | 0% |
| 2019 | 1,461,698 | 1,150,863 | 310,835 | 2321.2 | 0% |
| 2020 | 359,916 | 1,166,925 | −807,009 | 2322.8 | 0% |
| 2021 | 1,981,696 | 1,554,068 | 427,628 | 2308.2 | 0% |
| 2022 | 410,794 | 1,484,041 | −1,073,247 | 2476.2 | 0% |
| 2023 | 1,983,754 | 1,105,855 | 877,899 | 3430.4 | 0% |
In its most recent public year (2023), this organization brought in $877,899 more than it spent. Its reserves stood at about 3430.4 months of spending, up from 0 in 2011. Staff pay was 0% of spending.
Reserve months = net assets ÷ average monthly spending; net assets count everything the organization owns beyond its debts — buildings and donor-restricted funds included, not just cash. Staff pay = salaries, wages, and officer compensation; it excludes benefits and payroll taxes. The IRS releases this data years after the fact — this organization's newest public year is 2023. Years refer to the calendar year in which the organization's fiscal year ended. Short-form filers do not publicly report donor-restricted balances or staffing costs. Source filings
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