ZUnclassifiedEIN: 566059417· Ruling Year: 1963

The Foundation Of The University Of North Carolina At Charlotte Inc

Charlotte, North Carolina

BHealth Score
60B

Financial Health Score

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

Above Average

How This Organization Compares

Compared to 111 peers in Unclassified with $10M-$100M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org12.90×
Peer Median5.86×
💰
$23.7M
Total Revenue
📊
$20.4M
Total Expenses
🏦
$262.7M
Net Assets
📋
$68.8M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-23.2%
Year-over-year change (2022 → 2023)
Net Margin
+14.1%
Revenue minus expenses as % of revenue
Working Capital Ratio
12.90
Net assets divided by total expenses
Liabilities-to-Assets
20.8%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$23,706,21123%$20,363,4564%$331,513,4343%
2022$30,887,38710%$19,591,73948%$321,969,4299%
2021$34,157,13278%$13,257,3293%$296,107,27740%
2020$19,192,02132%$13,612,36331%$211,187,18723%
2019$14,506,43672%$19,633,26729%$172,304,0893%
2018$8,421,97171%$15,237,20525%$168,066,7704%
2017$28,763,86662%$20,324,31533%$161,682,44213%
2016$17,778,32935%$15,283,42342%$142,861,5031%
2015$13,131,16222%$10,768,66618%$142,140,1094%
2014$16,890,14075%$13,156,98811%$136,309,44714%
2013$9,667,99325%$14,716,31457%$119,491,8752%
2012$12,901,7411%$9,390,80344%$116,731,1746%
2011$12,985,313$6,526,585$110,463,560

Frequently Asked Questions

What does The Foundation Of The University Of North Carolina At Charlotte Inc do?

The Foundation Of The University Of North Carolina At Charlotte Inc is a unclassified nonprofit organization based in North Carolina. It is classified under NTEE code Z and is registered as a 501(c) tax-exempt organization with the IRS.

Is The Foundation Of The University Of North Carolina At Charlotte Inc financially healthy?

Based on our 9-metric Financial Health Score model, The Foundation Of The University Of North Carolina At Charlotte Inc has a score of 60/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does The Foundation Of The University Of North Carolina At Charlotte Inc generate?

The Foundation Of The University Of North Carolina At Charlotte Inc reports $22.9M in annual revenue and holds $339.3M in total assets, based on IRS filings.

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