Skip to content
Nonprofiteer
← All organizations

UNC MANAGEMENT COMPANY INC

EIN 36-4516257 CHAPEL HILL, NC

Revenue 2024
$29,498,370
Expenses 2024
$30,736,082

Program services were 81.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

As filed

Subsection
03
Classification
2000
Street
1400 ENVIRON WAY

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

  • MAX C CHAPMAN JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • MICHAEL D KENNEDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JONATHON C KING

    PRESIDENT

    Total calculated
    $5,214,773
    From this org
    $5,126,631
    From related orgs
    $0
    Other
    $88,142
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $934,588
    Bonus
    $4,180,802
    Other
    $11,241
    Deferred
    $55,200
    Nontaxable benefits
    $32,942
    Filer's total
    $5,214,773
  • NATHAN KNUFFMAN

    DIRECTOR

    Total calculated
    $568,710
    From this org
    $0
    From related orgs
    $433,022
    Other
    $135,688
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $422,664 related
    Bonus
    $0
    Other
    $0 + $10,358 related
    Deferred
    $0 + $127,003 related
    Nontaxable benefits
    $0 + $8,685 related
    Filer's total
    $0 + $568,710 related
  • LEE H ROBERTS

    DIRECTOR

    Total calculated
    $756,315
    From this org
    $0
    From related orgs
    $653,620
    Other
    $102,695
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $619,620 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $9,000 related
    Deferred
    $0 + $86,071 related
    Nontaxable benefits
    $0 + $16,624 related
    Filer's total
    $0 + $756,315 related
  • DAVID M CARROLL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • JOHN P PREYER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • TIM BURCH

    SENIOR VP & GENERAL COUNSEL

    Total calculated
    $1,097,828
    From this org
    $758,749
    From related orgs
    $0
    Other
    $339,079
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $351,584
    Bonus
    $405,406
    Other
    $1,759
    Deferred
    $290,597
    Nontaxable benefits
    $48,482
    Filer's total
    $1,097,828
  • EDWARD HETHERINGTON

    SVP - PUBLIC INVESTMENTS

    Total calculated
    $2,429,231
    From this org
    $1,638,591
    From related orgs
    $0
    Other
    $790,640
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $560,361
    Bonus
    $1,075,860
    Other
    $2,370
    Deferred
    $743,840
    Nontaxable benefits
    $46,800
    Filer's total
    $2,429,231
  • JOSHUA SHAPIRO

    VP - INV STRATEGY & RISK MANAGEMENT

    Total calculated
    $2,153,083
    From this org
    $2,051,349
    From related orgs
    $0
    Other
    $101,734
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $489,814
    Bonus
    $1,555,876
    Other
    $5,659
    Deferred
    $55,200
    Nontaxable benefits
    $46,534
    Filer's total
    $2,153,083
  • CHRIS MATTKE

    VP - INV OPS & FINANCE

    Total calculated
    $1,031,793
    From this org
    $710,499
    From related orgs
    $0
    Other
    $321,294
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $331,774
    Bonus
    $377,945
    Other
    $780
    Deferred
    $274,801
    Nontaxable benefits
    $46,493
    Filer's total
    $1,031,793
  • CHRIS RUDOLPH

    MANAGING DIRECTOR, INVESTMENTS

    Total calculated
    $1,671,172
    From this org
    $1,124,903
    From related orgs
    $0
    Other
    $546,269
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $424,615
    Bonus
    $698,060
    Other
    $2,228
    Deferred
    $497,552
    Nontaxable benefits
    $48,717
    Filer's total
    $1,671,172
  • ANGELA MOSS

    MANAGING DIRECTOR, INVESTMENTS

    Total calculated
    $1,664,279
    From this org
    $1,124,951
    From related orgs
    $0
    Other
    $539,328
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $427,814
    Bonus
    $694,513
    Other
    $2,624
    Deferred
    $494,005
    Nontaxable benefits
    $45,323
    Filer's total
    $1,664,279
  • RODGERS HARSHBARGER

    MANAGING DIRECTOR, INVESTMENTS

    Total calculated
    $1,664,230
    From this org
    $1,130,363
    From related orgs
    $0
    Other
    $533,867
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $426,815
    Bonus
    $702,207
    Other
    $1,341
    Deferred
    $487,357
    Nontaxable benefits
    $46,510
    Filer's total
    $1,664,230
  • CHRIS BARTHOLOMEW

    MANAGING DIRECTOR, INVESTMENTS

    Total calculated
    $1,707,605
    From this org
    $1,148,341
    From related orgs
    $0
    Other
    $559,264
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $427,315
    Bonus
    $720,246
    Other
    $780
    Deferred
    $512,191
    Nontaxable benefits
    $47,073
    Filer's total
    $1,707,605
  • MATTHEW LESESKY

    MANAGING DIRECTOR, INVESTMENTS

    Total calculated
    $1,678,308
    From this org
    $1,132,466
    From related orgs
    $0
    Other
    $545,842
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $426,815
    Bonus
    $704,481
    Other
    $1,170
    Deferred
    $497,825
    Nontaxable benefits
    $48,017
    Filer's total
    $1,678,308
  • KEVIN GUSKIEWICZ

    FORMER DIRECTOR

    Total calculated
    $235,332
    From this org
    $0
    From related orgs
    $202,200
    Other
    $33,132
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $117,811 related
    Bonus
    $0
    Other
    $0 + $84,389 related
    Deferred
    $0 + $30,156 related
    Nontaxable benefits
    $0 + $2,976 related
    Filer's total
    $0 + $235,332 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.

Filings

  • 2024
    Revenue
    $29,498,370
    Expenses
    $30,736,082
    Contributions
    $0
    Grants paid
    $0
  • 2023
    Revenue
    $25,001,125
    Expenses
    $29,438,159
    Contributions
    $0
    Grants paid
    $0
  • 2022
    Revenue
    $23,645,862
    Expenses
    $23,496,289
    Contributions
    $0
    Grants paid
    $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Declared on its 2024 return

Declared as related by

Other IRS files

Auto-Revocation List

Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.

Publication 78

Listed as of 10 September 2026, under deductibility SOUNK.

These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.