UNIVERSITY OF VIRGINIA ALUMNI ASSOCIATION: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF VIRGINIA ALUMNI ASSOCIATION (EIN 54-0485595)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-02-07
- IRS object ID
- 202340389349301654
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-02-07T17:00:54-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8350 BROAD STREET SUITE 900 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540485595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF VIRGINIA ALUMNI | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 4342439000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 400314 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22904 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARRETTE ASHLEY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4342439000 | PhoneNum |
| Signature | 2023-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GARRETTE | PersonFirstNm |
| Person Last | ASHLEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JONATHAN LIST | PreparerPersonNm |
| PTIN | P01679255 | PTIN |
| Phone | 7032868000 | PhoneNum |
| Preparation | 2023-02-06 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-03-07 01:45:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LILY E WEST | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 EMMET ST S | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $61,097,856 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALUMNI.VIRGINIA.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1838 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | BUILD THE STRONGEST BOND AMONG ALUMNI AND BETWEEN ALUMNI AND THE UNIV. OF VIRGINIA (SEE SCH O) | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 102 | TotalEmployeeCnt |
| Total Volunteers | 2700 | TotalVolunteersCnt |
| Total Gross UBI | $374,714 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $50,800,255 | PYContributionsGrantsAmt |
| CY Contributions Grants | $48,407,249 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,924,236 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,224,477 | CYProgramServiceRevenueAmt |
| PY Investment Income | $571,510 | PYInvestmentIncomeAmt |
| CY Investment Income | $649,746 | CYInvestmentIncomeAmt |
| PY Other Revenue | $83,982 | PYOtherRevenueAmt |
| CY Other Revenue | $124,695 | CYOtherRevenueAmt |
| PY Total Revenue | $56,379,983 | PYTotalRevenueAmt |
| CY Total Revenue | $55,406,167 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $75,420,305 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $41,891,329 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,643,758 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,165,615 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,256,698 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,795,907 | PYOtherExpensesAmt |
| CY Other Expenses | $5,962,829 | CYOtherExpensesAmt |
| PY Total Expenses | $86,859,970 | PYTotalExpensesAmt |
| CY Total Expenses | $55,019,773 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$30,479,987 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $386,394 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $582,039,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $556,619,387 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $161,380,411 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $162,414,748 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $420,659,550 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $394,204,639 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BUILD THE STRONGEST BOND AMONG ALUMNI AND BETWEEN ALUMNI AND THE UNIVERSITY BY SERVING ALL ALUMNI AND STUDENTS; BEING THE CENTER FOR ENGAGING AND CONNECTING THE GLOBAL UVA COMMUNITY; ACTING AS A CONDUIT TO KEEP ALUMNI INFORMED AND PROVIDING VEHICLES (SEE SCH O) | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $43,023,829 | ExpenseAmt |
| Grant | $41,891,329 | GrantAmt |
| Revenue | $1,983,264 | RevenueAmt |
| Desc | THE ASSOCIATION, THROUGH ITS UVA FUND PROGRAM, SERVES THE UVA COMMUNITY BY OFFERING FINANCIAL AND ENDOWMENT MANAGEMENT SERVICES. WITH MORE THAN 3,700 ACCOUNTS, THE UVA FUND PROVIDES EFFICIENT AND COST-EFFECTIVE SUPPORT FOR OVER 700 STUDENT ORGANIZATIONS, ALUMNI CLUBS, ASSOCIATED ORGANIZATIONS, AND HUNDREDS OF ENDOWMENTS AND RESTRICTED ACCOUNTS FOR ORGANIZATIONS AND UNITS ACROSS UVA. THE ASSOCIATION ALSO MANAGES AND ADMINISTERS NUMEROUS STUDENT SCHOLARSHIPS, AND, THROUGH ITS JEFFERSON TRUST PROGRAM, PROVIDES ANNUAL GRANTS TO PROJECTS THAT ENHANCE THE UNIVERSITY AS A PREEMINENT GLOBAL INSTITUTION OF HIGHER LEARNING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,282,835 | ExpenseAmt |
| Revenue | $3,021,673 | RevenueAmt |
| Desc | HOMECOMINGS & REUNIONS - THROUGH A SERIES OF IN-PERSON AND DIGITAL EVENTS HELD THROUGHOUT THE YEAR, THE ASSOCIATION WELCOMES THOUSANDS OF ALUMNI BACK TO UVA IN MEANINGFUL, SOCIAL, AND EDUCATIONAL WAYS THAT STRENGTHEN THE BOND BETWEEN ALUMNI AND THEIR ALMA MATER. ANNUAL REUNIONS WEEKENDS BRINGS ALUMNI BACK BASED ON CLASS YEAR, WHILE OTHER REUNIONS GEARED FOR SPECIFIC DEMOGRAPHIC AND/OR AFFINITY GROUPS PROVIDE UNIQUE OPPORTUNITIES TO RECONNECT WITH THE UNIVERSITY THROUGHOUT A LIFETIME. ADDITIONAL PROGRAMMING INCLUDES SOCIAL AND EDUCATIONAL EVENTS SURROUNDING FOOTBALL GAMES AND MORE THAN 150 STUDENT EVENTS DESIGNED TO BUILD COMMUNITY AND CLASS IDENTITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,529,330 | ExpenseAmt |
| Revenue | $844,826 | RevenueAmt |
| Desc | ALUMNI COMMUNICATIONS - THE ASSOCIATION IS A VIBRANT CENTER OF COMMUNICATIONS FOR ALUMNI, PARENTS, STUDENTS AND FACULTY, USING A VARIETY OF MEDIA PLATFORMS. THE ASSOCIATION PROVIDES TIMELY AND ACCURATE COMMUNICATION CHANNELS TO ITS CONSTITUENTS, KEEPING THEM WELL-INFORMED AND WELL-CONNECTED TO THE UNIVERSITY AND TO ONE ANOTHER. THE ASSOCIATION PUBLISHES THE AWARD-WINNING UVA MAGAZINE, WHICH IS DISTRIUTED TO ALL ALUMMI, STUDENTS, PARENTS, AND FRIENDS ON A QUARTERLY BASIS. THIS PUBLICATION IS SUPPLEMENTED BY WEBSITES, SOCIAL MEDIA, ELECTRONIC NEWSLETTERS AND VIDEOS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $49,835,994 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 492 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 102 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARRETTE ASHLEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4342439000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ALUMNI HALL | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 229030446 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JAMES G ALDIGE IV | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CORY L ALEXANDER | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WYATT G ANDREWS | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ROSS BAIRD | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY W BROWN | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN S CRAWFORD | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TERESA R DIMARCO | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA K EPPS | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK G FOSS | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| BRETT J GALLAGHER | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN P GIBSON | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| TATIA D GRANGER | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL C GUANZON | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARIA T GUTIERREZ | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RUTH F HAILE | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS B W HALL | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KURT B HARRISON | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| R PHILIP HERGET III | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NICHOLAS T JORDAN | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM L KITCHEL III | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALICE A LLOYD | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| M ELIZABETH MAGILL | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS B MANGAS | |||||||||
| CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| COURTNEY C BYRD METZ | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHERINE A MOORE | |||||||||
| VICE-CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BLAKE D MORANT | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC B MOYERS | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN A MURRAY | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL NOLDE | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARON M OWLETT | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| VISHAL M PATEL | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTHA S PELLINGTON | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SIMONE L POLLARD | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| R KENNON POTEAT III | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FRANK J QUAYLE III | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE L ROBB | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL R SHIN MD | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KAREN R STOKES | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| FATIMAH E WILLIAMS | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LESLIE H WILLIAMS JR | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WHITTINGTON W CLEMENT | |||||||||
| MANAGER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET M ANDERSON | |||||||||
| TREASURER & CFO | 40.00 | 0.00 | $178,431 | $0 | $18,268 | Yes (X) | |||
| LILY E WEST | |||||||||
| PRESIDENT AND CEO | 40.00 | 0.00 | $356,404 | $0 | $44,725 | Yes (X) | |||
| TERRY LOCKARD | |||||||||
| SECRETARY & CHIEF OF STAFF | 40.00 | 0.00 | $71,923 | $0 | $25,859 | Yes (X) | |||
| RICHARD GARD | |||||||||
| VP COMMUNICATIONS | 40.00 | 0.00 | $178,194 | $0 | $32,129 | Yes (X) | |||
| SUSAN B KLOBUCHAR | |||||||||
| CMO | 40.00 | 0.00 | $163,230 | $0 | $37,389 | Yes (X) | |||
| ALEXANDER B NEWELL | |||||||||
| DIRECTOR ENTERPRISE IT | 40.00 | 0.00 | $128,034 | $0 | $34,132 | Yes (X) | |||
| COURTNEY M BIBB | |||||||||
| DIRECTOR DEVELOPMENT | 40.00 | 0.00 | $135,453 | $0 | $28,316 | Yes (X) | |||
| ASHLEY M CULLOP | |||||||||
| CDO | 40.00 | 0.00 | $154,689 | $0 | $31,749 | Yes (X) | |||
| TRACY R BURPEE | |||||||||
| SR. DIRECTOR HUMAN RESOURCES | 40.00 | 0.00 | $134,317 | $0 | $14,200 | Yes (X) | |||
| BRENT J PERCIVAL | |||||||||
| ED JEFFERSON TRUST | 40.00 | 0.00 | $153,777 | $0 | $30,632 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,654,452 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $297,399 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 15 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNIV OF VA INVESTMENT MGMT CO | |||||
| 701 E WATER ST 4TH FL | CHARLOTTESVILLE | VA | 22902 | INVESTMENT MGMT FEES | $1,090,695 |
| LANE PRESS | |||||
| PO BOX 130 | BURLINGTON | VT | 05402 | PRINTING PUBLISHER | $441,757 |
| RE LEE & SON INC | |||||
| 2811 HYDRAULIC ROAD | CHARLOTTESVILLE | VA | 22901 | RENOVATION | $378,709 |
| ARAMARK SERVICEMASTER | |||||
| 1101 MARKET ST | PHILADELPHIA | PA | 19107 | REPAIRS/MAINTENANCE | $251,413 |
| SYNERGI PARTNERS INC | |||||
| PO BOX 5599 | FLORENCE | SC | 29502 | CONSULTING | $212,124 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $333,283 | MembershipDuesAmt |
| All Other Contributions | $48,073,966 | AllOtherContributionsAmt |
| Noncash Contributions | $5,922,536 | NoncashContributionsAmt |
| Total Contributions | $48,407,249 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| UVA CONTRACTUAL | 900099 | $2,473,376 | $2,473,376 | |
| ADMIN FEES | 900099 | $1,983,264 | $1,983,264 | |
| PROGRAM FEES | 900099 | $1,108,205 | $1,108,205 | |
| ADVERTISING | 511120 | $429,449 | $54,735 | $374,714 |
| COMMISSIONS | 900099 | $221,033 | $221,033 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,150 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,150 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,224,477 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $650,385 | TotalRevenueColumnAmt |
| Exclusion | $650,385 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,760 | TotalRevenueColumnAmt |
| Exclusion | $26,760 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $97,935 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $97,935 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,935 | TotalRevenueColumnAmt |
| Exclusion | $97,935 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,691,050 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,691,689 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$639 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$639 | TotalRevenueColumnAmt |
| Exclusion | -$639 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,406,167 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,849,763 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $374,714 | UnrelatedBusinessRevenueAmt |
| Exclusion | $774,441 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,959,228 | TotalAmt |
| Program Services | $37,959,228 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,932,101 | TotalAmt |
| Program Services | $3,932,101 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,195,037 | TotalAmt |
| Program Services | $696,656 | ProgramServicesAmt |
| Management And General | $486,332 | ManagementAndGeneralAmt |
| Fundraising | $12,049 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,406,764 | TotalAmt |
| Program Services | $2,905,141 | ProgramServicesAmt |
| Management And General | $914,076 | ManagementAndGeneralAmt |
| Fundraising | $587,547 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,621 | TotalAmt |
| Program Services | $307,846 | ProgramServicesAmt |
| Management And General | $111,515 | ManagementAndGeneralAmt |
| Fundraising | $58,260 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $704,215 | TotalAmt |
| Program Services | $483,606 | ProgramServicesAmt |
| Management And General | $159,936 | ManagementAndGeneralAmt |
| Fundraising | $60,673 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,978 | TotalAmt |
| Program Services | $247,382 | ProgramServicesAmt |
| Management And General | $91,213 | ManagementAndGeneralAmt |
| Fundraising | $43,383 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,835 | TotalAmt |
| Program Services | $49,251 | ProgramServicesAmt |
| Management And General | $203,818 | ManagementAndGeneralAmt |
| Fundraising | $19,766 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,921 | TotalAmt |
| Program Services | $33,993 | ProgramServicesAmt |
| Management And General | $17,883 | ManagementAndGeneralAmt |
| Fundraising | $1,045 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,600 | TotalAmt |
| Management And General | $67,600 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,118,627 | TotalAmt |
| Management And General | $1,118,627 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,937 | TotalAmt |
| Program Services | $79,437 | ProgramServicesAmt |
| Management And General | $378,500 | ManagementAndGeneralAmt |
| Fundraising | $36,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,700 | TotalAmt |
| Program Services | $70,363 | ProgramServicesAmt |
| Management And General | $144 | ManagementAndGeneralAmt |
| Fundraising | $14,193 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $352,657 | TotalAmt |
| Program Services | $178,088 | ProgramServicesAmt |
| Management And General | $23,817 | ManagementAndGeneralAmt |
| Fundraising | $150,752 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,547 | TotalAmt |
| Program Services | $249,003 | ProgramServicesAmt |
| Management And General | $28,490 | ManagementAndGeneralAmt |
| Fundraising | $7,054 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,814 | TotalAmt |
| Program Services | $78,875 | ProgramServicesAmt |
| Management And General | $86,190 | ManagementAndGeneralAmt |
| Fundraising | $27,749 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,779 | TotalAmt |
| Program Services | $16,772 | ProgramServicesAmt |
| Management And General | $939 | ManagementAndGeneralAmt |
| Fundraising | $7,068 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,221 | TotalAmt |
| Program Services | $115,914 | ProgramServicesAmt |
| Management And General | $138,786 | ManagementAndGeneralAmt |
| Fundraising | $46,521 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,789 | TotalAmt |
| Program Services | $104,311 | ProgramServicesAmt |
| Management And General | $74,127 | ManagementAndGeneralAmt |
| Fundraising | $17,351 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ALUMNI AFFAIRS | $1,820,955 | $1,661,003 | $17,419 | $142,533 |
| PRINTING & PUBLICATIONS | $652,797 | $646,994 | $5,584 | $219 |
| BAD DEBT EXPENSE | $46,650 | $20,030 | $2,085 | $24,535 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,019,773 | TotalAmt |
| Program Services | $49,835,994 | ProgramServicesAmt |
| Management And General | $3,927,081 | ManagementAndGeneralAmt |
| Fundraising | $1,256,698 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,905,219 | BOYAmt |
| EOY | $30,393,072 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,101,963 | BOYAmt |
| EOY | $4,150,684 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,943 | BOYAmt |
| EOY | $220,236 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,185,022 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,643,655 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,821,596 | BOYAmt |
| EOY | $3,541,367 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $155,805,298 | BOYAmt |
| EOY | $122,730,932 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $370,320,062 | BOYAmt |
| EOY | $390,486,032 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,717,880 | BOYAmt |
| EOY | $5,097,064 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $582,039,961 | BOYAmt |
| EOY | $556,619,387 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $776,100 | BOYAmt |
| EOY | $1,024,037 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,604,311 | BOYAmt |
| EOY | $161,390,711 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,380,411 | BOYAmt |
| EOY | $162,414,748 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,513,787 | BOYAmt |
| EOY | $103,492,377 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $307,145,763 | BOYAmt |
| EOY | $290,712,262 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $420,659,550 | BOYAmt |
| EOY | $394,204,639 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $582,039,961 | BOYAmt |
| EOY | $556,619,387 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $386,394 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$25,814,221 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,027,084 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,585,809 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,452,281 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,505,704 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,800,255 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,407,249 | CurrentTaxYearAmt |
| Total | $222,751,298 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,585,809 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,452,281 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $45,505,704 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,800,255 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $48,407,249 | CurrentTaxYearAmt |
| Total | $222,751,298 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $14,853,544 | SubstantialContributorsTotAmt |
| Public Support Total170 | $207,897,754 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,119,715 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,443,378 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,243,454 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $706,482 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $775,080 | CurrentTaxYearAmt |
| Total | $5,288,109 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $228,039,407 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $30,572,573 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.91170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92890 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $420,659,550 | BeginningYearBalanceAmt |
| Contributions | $48,073,965 | ContributionsAmt |
| Investment Earnings Or Losses | -$26,283,102 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,682,455 | GrantsOrScholarshipsAmt |
| Other Expenditures | $41,563,320 | OtherExpendituresAmt |
| End Year Balance | $394,204,638 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $285,313,304 | BeginningYearBalanceAmt |
| Contributions | $50,388,434 | ContributionsAmt |
| Investment Earnings Or Losses | $164,240,258 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,420,038 | GrantsOrScholarshipsAmt |
| Other Expenditures | $73,862,408 | OtherExpendituresAmt |
| End Year Balance | $420,659,550 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $267,737,544 | BeginningYearBalanceAmt |
| Contributions | $44,899,410 | ContributionsAmt |
| Investment Earnings Or Losses | $17,197,810 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,327,218 | GrantsOrScholarshipsAmt |
| Other Expenditures | $37,194,242 | OtherExpendituresAmt |
| End Year Balance | $285,313,304 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $258,782,133 | BeginningYearBalanceAmt |
| Contributions | $35,750,238 | ContributionsAmt |
| Investment Earnings Or Losses | $18,183,656 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,774,699 | GrantsOrScholarshipsAmt |
| Other Expenditures | $36,203,784 | OtherExpendituresAmt |
| End Year Balance | $267,737,544 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $239,202,040 | BeginningYearBalanceAmt |
| Contributions | $40,396,167 | ContributionsAmt |
| Investment Earnings Or Losses | $31,245,667 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,941,588 | GrantsOrScholarshipsAmt |
| Other Expenditures | $43,120,153 | OtherExpendituresAmt |
| End Year Balance | $258,782,133 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.26254 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.41693 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32053 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $112,388 | OtherCostOrOtherBasisAmt |
| Book Value | $112,388 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,046,149 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,821,916 | DepreciationAmt |
| Book Value | $2,224,233 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,350,865 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,711,589 | DepreciationAmt |
| Book Value | $639,276 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $675,620 | OtherCostOrOtherBasisAmt |
| Depreciation | $110,150 | DepreciationAmt |
| Book Value | $565,470 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,541,367 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (9 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GROWTH EQUITY | $60,196,470 | F |
| LONG/SHORT EQUITY | $56,913,425 | F |
| REAL ESTATE | $23,453,434 | F |
| CREDIT | $61,020,775 | F |
| RESOURCES | $47,179,515 | F |
| CASH AND ACCRUALS | $15,456,699 | F |
| BUYOUT | $20,272,620 | F |
| BONDS | $51,097,708 | F |
| VENTURE CAPITAL | $54,895,386 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $390,486,032 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| FUNDS RECEIVED & HELD FOR THE RELATED ORGANIZATIONS | $155,644,988 |
| OTHER LIABILITIES | $3,762,080 |
| ANNUITY & LIFE OBLIGATIONS | $1,983,643 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $161,390,711 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,446,235 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$25,814,221 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,027,084 | OtherRevenueAmt |
| Revenue Not Reported | -$26,841,305 | RevenueNotReportedAmt |
| Revenue Subtotal | $54,287,540 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,118,627 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $1,118,627 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $55,406,167 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $53,901,146 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $53,901,146 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,118,627 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $1,118,627 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $55,019,773 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ASSOCIATION'S ENDOWMENTS CONSIST OF APPROXIMATELY 3,700 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES IN FURTHERANCE OF THE ASSOCIATION'S MISSION, INCLUDING DONOR-RESTRICTED FUNDS, ENDOWMENTS, AND FUNDS DESIGNATED BY THE BOARD TO FUNCTION AS ENDOWMENTS. THE FUNDS SUPPORT SPECIFIC PROGRAMS, SCHOLARSHIPS, STUDENT ACTIVITES, AND UNIVERSITY-RELATED ORGANIZATIONS. |
| PART X, LINE 2: | THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND CLASSIFIED AS A PUBLIC CHARITY UNDER 509(A)(1) OF THE CODE. THE ASSOCIATION IS REQUIRED TO RECOGNIZE THE EFFECT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN BASED ON A 'MORE LIKELY THAN NOT' OF BEING SUSTAINED BY A TAXING AUTHORITY THRESHOLD. THE ASSOCIATION DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS REQUIRED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN FV OF BENEFICIAL INTERESTS IN TRUSTS -597,027. CHANGE IN VALUE OF TRUSTS AND ANNUITIES -430,057. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | STUDENT RESEARCH & AID | $8,656 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICES | STUDENT RESEARCH & AID | $46,423 |
| NORTH AMERICA | 0 | 0 | PROGRAM SERVICES | STUDENT RESEARCH & AID | $3,483 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | STUDENT RESEARCH & AID | $29,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $87,877 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $87,877 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE UVA FUND PROVIDES SUPPORT FOR AN EXTENSIVE RANGE OF EDUCATIONAL AND SCHOLARLY WORK REFLECTING INTERNATIONAL INTERESTS. THESE FUNDS PROMOTE THE ENGAGEMENT OF FACULTY AND STUDENTS IN THE DEVELOPMENT OF MULTIDISCIPLINARY SCHOLARSHIP AND RESEARCH PROJECTS THAT ADDRESS EQUAL AND SOCIAL JUSTICE, SUSTAINABLE ECONOMIC DEVELOPMENT, PUBLIC HEALTH, GLOBAL INTERCONNECTION, AND PUBLIC SERVICE. FUNDS ARE USED TO PAY FOR SPEAKERS, TRAVEL AND HANDS-ON LEARNING OPPORTUNITIES FOR STUDENTS AND FACULTY. |
| PART I, LINE 3: | FOREIGN EXPENDITURES ARE ACCOUNTED FOR ON THE ACCRUAL BASIS. |
| PART III ACCOUNTING METHOD: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF VIRGINIA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40229 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 546001796 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $37,959,228 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | STUDENT, FACULTY & PROGRAM SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | GRANTS AND SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1072 | RecipientCnt |
| Cash Grant | $3,932,101 | CashGrantAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE UVA FUND SERVES THE UNIVERSITY COMMUNITY WITH FINANCIAL AND ENDOWMENT MANAGEMENT SERVICES, SCHOLARSHIP ADMINISTRATION, DONOR STEWARDSHIP, GRANT ASSISTANCE AND EMERGENCY STUDENT LOANS. |
| SCHEDULE I, PART III | THE ASSOCIATION, THROUGH ITS UVA FUND PROGRAM, MANAGES HUNDREDS OF RESTRICTED ENDOWMENTS, SCHOLARSHIPS AND OPERATING FUNDS FOR ORGANIZATIONS AND UNITS ACROSS THE UNIVERSITY COMMUNITY. DETAILED RECORDS OF ALL GIFTS AND OTHER INCOME ARE MAINTAINED. THE ACCOUNTING SOFTWARE USED BY THE UVA FUND PROVIDES AN ACCURATE AND DETAILED HISTORY OF EXPENDITURES FOR ALL FUNDS BY ACCOUNT. ALL GRANT REQUESTS ARE REVIEWED PRIOR TO PAYMENT TO ENSURE THEY MATCH THE FUND'S PURPOSE, CONFORM TO THE DONOR'S ORIGINAL INTENT, AND THAT ALL RESTRICTIONS ARE MET. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LILY E WEST | ||||||||||||||
| PRESIDENT AND CEO | $250,580 | $0 | $75,000 | $0 | $30,824 | $0 | $28,500 | $0 | $16,225 | $0 | $401,129 | $0 | $0 | $0 |
| RICHARD GARD | ||||||||||||||
| VP COMMUNICATIONS | $166,379 | $0 | $4,108 | $0 | $7,707 | $0 | $17,049 | $0 | $15,080 | $0 | $210,323 | $0 | $0 | $0 |
| SUSAN B KLOBUCHAR | ||||||||||||||
| CMO | $153,905 | $0 | $4,000 | $0 | $5,325 | $0 | $15,790 | $0 | $21,599 | $0 | $200,619 | $0 | $0 | $0 |
| MARGARET M ANDERSON | ||||||||||||||
| TREASURER & CFO | $162,814 | $0 | $9,000 | $0 | $6,617 | $0 | $17,182 | $0 | $1,086 | $0 | $196,699 | $0 | $0 | $0 |
| ASHLEY M CULLOP | ||||||||||||||
| CDO | $145,638 | $0 | $4,000 | $0 | $5,051 | $0 | $14,964 | $0 | $16,785 | $0 | $186,438 | $0 | $0 | $0 |
| BRENT J PERCIVAL | ||||||||||||||
| ED JEFFERSON TRUST | $144,770 | $0 | $4,000 | $0 | $5,007 | $0 | $14,877 | $0 | $15,755 | $0 | $184,409 | $0 | $0 | $0 |
| COURTNEY M BIBB | ||||||||||||||
| DIRECTOR DEVELOPMENT | $126,778 | $0 | $3,500 | $0 | $5,175 | $0 | $13,028 | $0 | $15,288 | $0 | $163,769 | $0 | $0 | $0 |
| ALEXANDER B NEWELL | ||||||||||||||
| DIRECTOR ENTERPRISE IT | $123,558 | $0 | $4,000 | $0 | $476 | $0 | $12,756 | $0 | $21,376 | $0 | $162,166 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FARMINGTON COUNTRY CLUB DUES: THE ALUMNI ASSOCIATION PAYS FOR THE PRESIDENT AND CEO TO MAINTAIN A MEMBERSHIP IN THE FARMINGTON COUNTRY CLUB. FARMINGTON IS A SOCIAL CLUB USED BY THE EMPLOYEE FOR BUSINESS AND RECREATIONAL USE. THIS IS CONSIDERED FULLY TAXABLE AND IS THEREFORE INCLUDED IN THE EMPLOYEE'S W-2 TAXABLE WAGES. THE ALUMNI ASSOCIATION PAYS FOR SOCIAL CLUB DUES FOR THE FOLLOWING EMPLOYEE: 1. LILY E. WEST $30,170 |
| PART I, LINE 3 | DURING ITS ANNUAL REVIEW, THE COMPENSATION COMMITTEE OF THE BOARD OF MANAGERS REVIEWS THE COMPENSATION PACKAGE OF THE PRESIDENT AND CEO AND DETERMINES IF AN ANNUAL BONUS IS MERITED AND IF SO, THE AMOUNT. THIS REVIEW CONSIDERS PERFORMANCE AS WELL AS COMPARABILITY WITH SIMILAR POSITIONS AT OTHER INDEPENDENT ALUMNI ASSOCIATIONS AND THE RESULTS OF THE INDEPENDENT EXECUTIVE COMPENSATION ANALYSIS. |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 410 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,691,688 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | HORSES | 7 | $220,000 | FMV |
| Yes (X) | OTHER | 16 | $10,848 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE AMOUNTS IN COLUMN (B) REPRESENT THE NUMBER OF CONTRIBUTIONS, NOT THE NUMBER OF ITEMS RECEIVED. |
| PART I, LINE 32B: | THE ALUMNI ASSOCIATION USES INDEPENDENT AGENTS AND BROKERS TO SELL AND PROCESS GIFTS OF SECURITIES. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | BUILD THE STRONGEST BOND AMONG ALUMNI AND BETWEEN ALUMNI AND THE UNIVERSITY OF VIRGINIA WHILE REPRESENTING THE INDEPENDENT VOICE AND PERSPECTIVE OF ALUMNI. |
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: | BUILD THE STRONGEST BOND AMONG ALUMNI AND BETWEEN ALUMNI AND THE UNIVERSITY BY SERVING ALL ALUMNI AND STUDENTS; BEING THE CENTER FOR ENGAGING AND CONNECTING THE GLOBAL UVA COMMUNITY; ACTING AS A CONDUIT TO KEEP ALUMNI INFORMED AND PROVIDING VEHICLES TO SHARE THEIR VOICES; AND BEING AN INVALUABLE PARTNER TO THE UNIVERSITY. |
| FORM 990, PART VI, SECTION A, LINE 1A | IN ACCORDANCE WITH ARTICLE X, SECTION 1 OF THE ASSOCIATION'S CORPORATE BYLAWS, THE BOARD OF MANAGERS MAY CREATE AN EXECUTIVE COMMITTEE AND SHALL APPOINT MANAGERS TO SERVE ON IT. THE COMMITTEE SHALL HAVE TWO OR MORE MEMBERS, WITH A MAJORITY OF THE COMMITTEE MEMBERSHIP CONSISTING OF MANAGERS, AND ALL OF WHOM SHALL SERVE AT THE PLEASURE OF THE BOARD. THE CURRENT EXECUTIVE COMMITTEE CONSISTS OF 12 MEMBERS, ALL OF WHICH ARE VOTING MANAGERS OF THE BOARD. PURSUANT TO ARTICLE II, SECTION 2 OF THE CORPORATE BYLAWS, THE EXECUTIVE COMMITTEE OF THE BOARD OF MANAGERS IS EMPOWERED TO ACT ON ANY MATTERS BETWEEN REGULAR BOARD MEETINGS WITH THE FOLLOWING EXCEPTIONS: THE EXECUTIVE COMMITTEE MAY NOT (I) FILL VACANCIES ON THE BOARD OR ON ANY OF ITS COMMITTEES; (II) AMEND THE ARTICLES OF INCORPORATION; (III) ADOPT, AMEND OR REPEAL THE BYLAWS; (IV) APPROVE A PLAN OF MERGER OR CONSOLIDATION; (V) APPROVE THE SALE, LEASE OR EXCHANGE, OR THE MORTGAGE, PLEDGE OR OTHER DISPOSITION OF ALL, OR SUBSTANTIALLY ALL, OF THE PROPERTY AND ASSETS OF THE ASSOCIATION; OR (VI) APPROVE REVOCATION OF VOLUNTARY DISSOLUTION PROCEEDINGS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS REVIEWED BY MANAGEMENT AND THE ASSOCIATION'S INDEPENDENT ACCOUNTING FIRM KPMG. FURTHER REVIEW IS PROVIDED BY THE AUDIT COMMITTEE AT A MEETING CALLED SPECIFICALLY FOR THIS PURPOSE. PRIOR TO SUBMISSION THE FORM IS PROVIDED TO THE FULL BOARD OF MANAGERS FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH MEMBER OF THE BOARD OF MANAGERS FILES WITH THE SECRETARY A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THIS STATEMENT IS RENEWED ON AN ANNUAL BASIS AT THE BEGINNING OF EACH FISCAL YEAR. A CONFLICT OR POTENTIAL CONFLICT OF INTEREST IS CONSIDERED TO EXIST IF THE MEMBER OR A MEMBER'S DEPENDENT HAS ANY RELATIONSHIP, INTEREST, OR SITUATION WHICH MIGHT INDICATE A DUALITY OF LOYALTY OR INTEREST. IF A CONFLICT EXISTS, THE MEMBER IS ASKED TO IDENTIFY THE SPECIFIC CONFLICT. ANY MEMBER OF THE BOARD HAVING A CONFLICT OF INTEREST IN CONNECTION WITH ANY MATTER BEFORE THE BOARD SHALL SO INDICATE AT THE TIME AND SHALL BE EXPECTED TO EXCUSE HIMSELF/HERSELF/THEMSELF DURING THAT PORTION OF THE MEETING. THE MINUTES OF THE MEETING SHALL REFLECT ANY SUCH DISCLOSURE AND ABSTENTION FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMPENSATION PROGRAM AT THE ALUMNI ASSOCIATION OF THE UNIVERSITY OF VIRGINIA (THE ASSOCIATION) IS DESIGNED TO ALIGN THE INTERESTS OF EXECUTIVE OFFICERS WITH THEIR PERFORMANCE. THIS PROGRAM IS BASED ON A PHILOSOPHY THAT THE TOTAL COMPENSATION PACKAGE MUST BE COMPETITIVE WITH SIMILAR POSITIONS IN THE INDUSTRY IN ORDER TO ATTRACT AND RETAIN EXECUTIVE TALENT. THE COMPENSATION COMMITTEE (COMMITTEE) OF THE ASSOCIATION'S BOARD OF MANAGERS IS RESPONSIBLE FOR OVERSIGHT AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAM. THE COMMITTEE RETAINS A PROFESSIONAL CONSULTANT TO PROVIDE AN INTERMEDIATE SANCTIONS REVIEW OF THE PRESIDENT AND FIVE HIGHEST PAID POSITIONS AND A MARKET VALUE ANALYSIS OF ALL OTHER MAJOR JOB DESCRIPTIONS ON A TRIENNIAL BASIS. SALARY AND OTHER BENEFITS ARE BENCHMARKED AGAINST THE COMPENSATION PAID TO OFFICERS AND UPPER MANAGEMENT IN COMPARABLE, HIGH-PERFORMING COMPANIES WITH SIMILAR RESPONSIBILITIES. THIS PROFESSIONAL REVIEW WAS LAST PERFORMED IN FISCAL YEAR 2021-2022. THE COMPENSATION COMMITTEE DOCUMENTS THE DELIBERATION AND ALL DECISIONS MADE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ASSOCIATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. THE ASSOCIATION DOES MAKE ITS FINANCIAL STATEMENTS, IRS FORM 990, AND IRS FORM 990-T AVAILABLE TO THE PUBLIC ON ITS OWN WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE FV BENEFICIAL TRUST INTEREST -597,027. CHANGE IN VALUE OF TRUSTS AND ANNUITIES -430,057. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEFFERSON TRUST FOR THE UNIV OF VA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 EMMET STREET SOUTH | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | GRANT PROGRAM | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Total Income | $1,675,202 | TotalIncomeAmt |
| End Of Year Assets | $45,583,991 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UVAA | BusinessNameLine1Txt |