Treasury Services
Treasury Services provides financial management, administration, and department assistance for supporting programmatic funds (exclusive of state appropriations) for the University including funds from University endowments and trust funds from the affiliated organizations. The department provides central accounting services to the financial affiliates which are the University of North Carolina at Charlotte Foundation, the University of North Carolina at Charlotte Athletic Foundation, the University of North Carolina at Charlotte Investment Fund, Facilities Development Corporation, and the Institute for Social Capital.
Fax: 704-687-2144
| Name | Position | Phone | |
|---|---|---|---|
| Johansen, Jane |
Director | 704-687-5432 | jjohanse@uncc.edu |
| Hamm, Sheila |
Assistant Director | 704-687-5806 | sbhamm@uncc.edu |
| Harris, Ellen |
Foundation Accounting Manager | 704-687-5809 | elharris@uncc.edu |
| Parker, Chalana |
Assistant Foundation Accountant | 704-687-5810 | chalanaparker@uncc.edu |
| Vacant | Assistant Foundation Accountant | 704-687-5597 | |
| Karlsson, Tracee |
Endowment Accounting Manager | 704-687-5807 | tkarlsso@uncc.edu |
| Riley, Sharon |
Foundation Specialist | 704-687-5808 | skriley@uncc.edu |
| Austin, Sonja |
Financial Reporting and Outreach Analyst | 704-687-5811 | slaustin@uncc.edu |
Treasury Services News
- Solving the Puzzle of Endowments - PowerPoint Presentation
- The Grants & Contracts office has moved to the Office of Research Services and has changed their name to Research Cost Management. The Endowment & Related Entities department remains in Financial Services and has changed its name to Treasury Services.
- The Uniform Management of Institutional Funds Act (UMIFA) was repealed on March 9, 2009 and The Uniform Prudent Management of Institutional Funds Act (UPMIFA) became law in North Carolina. With this change, NC joined a majority of states to modernize the standards for management and investment of endowment funds. The new flexible spending rule depends on the governing board’s interpretation of prudence.
UPMIFA identifies seven factors of prudence that must be considered:
1. duration and preservation of the fund
2. purposes of the nonprofit and the fund
3. general economic conditions
4. possible effect of inflation or deflation
5. expected total return from investing
6. other resources of the nonprofit
7. the nonprofit’s investment policy
