UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE ALUMNI ASSOCIATION INC (EIN 237039917) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1969

Legal Domicile

Principal Officer

MRS VALERIE LAWSON

Phone

2763280128

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE ALUMNI ASSOCIATION INC, founded in 1969, is a micro nonprofit that reported $58K in total revenue in fiscal year 2017. Revenue surged 49% from the prior year, signaling strong growth momentum. Net assets of $778K represent 161 months of operating reserves.

Mission

TO AID, STRENGTHEN, AND EXPAND THE WORK AND DEVELOPMENT OF THE UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE, THROUGH THE INVOLVEMENT OF ALUMNI.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $42,766

Program Service Revenue $267

Investment Income $0

Other Revenue $-2,621

TOTAL REVENUE $40,412

Expense Breakdown

Grants Paid $8,502

Salaries & Benefits $0

Fundraising Expenses $984

Program Expenses $26,627

Other Expenses $27,686

TOTAL EXPENSES $36,188

Year-over-Year Comparison

	2024	2023	Change
Revenue	$40,412	$39,329	+0.0%
Expenses	$36,188	$64,615	-0.4%
Net Income	$4,224	$-25,286	-1.2%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VALERIE LAWSON	VICE CHANCELLOR FOR ADVANC	1.00	Officer	$0	$0	$0
COREY SANCHEZ	DIRECTOR OF ALUMNI ENGAGEM	8.00	Officer	$0	$0	$0
WILLIAM STOKES	PRESIDENT	2.00	Officer Director	$0	$0	$0
LUKE LAYNE	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
EMILY BAXTER PAUL	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
HUNTER HESS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ELIZABETH B CRAFT	TREASURER	2.00	Officer Director	$0	$0	$0
TYLER MCFARLAND	PARLIAMENTARIAN	1.00	Officer Director	$0	$0	$0
JENNY NICHOLS	SECRETARY	1.00	Officer Director	$0	$0	$0
JOSEPH R CARICO	DIRECTOR	1.00	Director	$0	$0	$0
JOSHUA V JUSTICE	DIRECTOR	1.00	Director	$0	$0	$0
PHILLIP L BLEVINS	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES HARTGROVE	DIRECTOR	1.00	Director	$0	$0	$0
STEPHEN ORANGE	DIRECTOR	1.00	Director	$0	$0	$0
JACK PHELPS	DIRECTOR	1.00	Director	$0	$0	$0
KELLEN LARKIN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT H SAGE	DIRECTOR	1.00	Director	$0	$0	$0
JARED W STALLARD	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN FALIN	DIRECTOR	1.00	Director	$0	$0	$0
VALERI J COLYER	DIRECTOR	1.00	Director	$0	$0	$0
SHARON S DANIELS	DIRECTOR	1.00	Director	$0	$0	$0
LINDA Q DISHNER	DIRECTOR	1.00	Director	$0	$0	$0
LEWEY K LEE	DIRECTOR	1.00	Director	$0	$0	$0
RHONDA M PERKINS	DIRECTOR	1.00	Director	$0	$0	$0
CATHY SANDIDGE	DIRECTOR	1.00	Director	$0	$0	$0
KATHY T STEWART	DIRECTOR	1.00	Director	$0	$0	$0
DUANE A MILLER	DIRECTOR	1.00	Director	$0	$0	$0
DONNA P HENRY	EX-OFFICIO DIRECTOR	1.00	Director	$0	$0	$0
MARVIN W GILLIAM JR	EX-OFFICIO DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR BURGESS	DIRECTOR	1.00	Director	$0	$0	$0
JESSICA BARNETT	DIRECTOR	1.00	Director	$0	$0	$0
KARINA RUFINO	DIRECTOR	1.00	Director	$0	$0	$0
JIMMY J ADKINS	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA COX COMBS	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE COLLINS	DIRECTOR	1.00	Director	$0	$0	$0
KATHY CANNON	DIRECTOR	1.00	Director	$0	$0	$0
VINCE MARSHALL	DIRECTOR	1.00	Director	$0	$0	$0
MARY MCGEORGE	DIRECTOR	1.00	Director	$0	$0	$0
FRAN HUNT	DIRECTOR	2.00	Director	$0	$0	$0
SANTANA V MASIAN	DIRECTOR	1.00	Director	$0	$0	$0
RYAN BOULDIN	DIRECTOR	1.00	Director	$0	$0	$0
CHAD HORVAT	DIRECTOR	1.00	Director	$0	$0	$0
CRYSTAL HUNNICUTT	DIRECTOR	1.00	Director	$0	$0	$0
SIBYLL JONES	DIRECTOR	1.00	Director	$0	$0	$0
DAVID LUTHER	DIRECTOR	1.00	Director	$0	$0	$0
SHEILA MAY	DIRECTOR	1.00	Director	$0	$0	$0
ELLIE PETERSON	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$40,412	$36,188	$1,107,245	$4,224
2024	$39,329	$64,615	$1,012,253	$-25,286
2023	$42,448	$44,658	$993,625	$-2,210
2022	$50,792	$48,465	$988,491	$2,327
2021	$31,633	$36,748	$1,036,804	$-5,115
2020	$18,774	$80,712	$768,001	$-61,938
2019	$54,707	$72,717	$789,313	$-18,010
2018	$58,053	$63,776	$782,798	$-5,723

UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE ALUMNI ASSOCIATION INC