- 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
-
THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
501(C)(3) · EDUCATION · NC
Declared as related by
-
UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL FOUNDATION INC
On its 2024 return
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.