SCHUMACKER TRUST FBO UNIVERSITY EXPEDITION TRUST COMPANY TTEE

EIN: 237991418 501(c)(3)

CHARLOTTESVILLE, VA

Total Revenue
$42,528
Total Expenses
$45,438
Total Assets
N/A
Net Assets
N/A
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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

Principal Officer
UVA ALUMNI ASSOCIATION
Phone
6052244001
Tax Period
2019-12-01 to 2020-11-30

SCHUMACKER TRUST FBO UNIVERSITY EXPEDITION TRUST COMPANY TTEE is a community nonprofit that reported $4.5M in total revenue in fiscal year 2018. Revenue surged 218% from the prior year, signaling strong growth momentum. Expenses of $18.7M exceeded revenue, resulting in a 319% operating deficit.

Mission

TO PROVIDE EDUCATIONAL SUPPORT FOR THE BENEFIT OF THE UVA ALUMNI ASSOCIATION AND JEFFERSON SCHOLARS FOUNDATION.

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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%)

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Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $6,959
Other Revenue $35,569
TOTAL REVENUE $42,528

Expense Breakdown

Grants Paid $44,526
Salaries & Benefits $16
Fundraising Expenses $0
Program Expenses $44,576
Other Expenses $896
TOTAL EXPENSES $45,438

Year-over-Year Comparison

2019 2018 Change
Revenue $42,528 $4,463,030 -1.0%
Expenses $45,438 $18,681,086 -1.0%
Net Income $-2,910 $-14,218,056 -1.0%
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

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Governance

Voting Members
N/A
Independent Members
N/A
Employees
N/A
Volunteers
N/A

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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A CO-TRUSTEE 1.00
$16 $0 $16
UVA ALUMNI ASSOCIATION CO-TRUSTEE 1.00
$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
2020 $42,528 $45,438 No data $-2,910
2019 $4,463,030 $18,681,086 $2,910 $-14,218,056
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