UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE FOUNDATION INC

EIN: 451556038 501(c)(3) Education

BURLINGTON, VT

Total Revenue
$75,767,284
Total Expenses
$46,120,948
Total Assets
$419,451,004
Net Assets
$405,236,750
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2011
Legal Domicile
VT
Principal Officer
KATHLEEN KELLEHER
Phone
8026568600
Tax Period
2024-07-01 to 2025-06-30

UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE FOUNDATION INC, founded in 2011, is a mid-sized nonprofit in the Education sector that reported $75.8M in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $29.6M, a strong 39% operating margin.

Mission

THE MISSION OF THE UVM FOUNDATION IS TO SECURE AND MANAGE PRIVATE SUPPORT FOR THE BENEFIT OF THE UNIVERSITY OF VERMONT.

Program Service Accomplishments

Program 1
Expenses: $30,175,244 Revenue: $12,621,442

THE FOUNDATION'S PRIMARY FUNCTION IS TO RAISE, RECEIVE, AND MANAGE FUNDS FOR SCHOLARSHIPS, PROFESSORSHIPS, AND FACILITIES AND OTHER SUPPORT FOR THE BENEFIT OF THE UNIVERSITY OF VERMONT AND STATE...

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THE FOUNDATION'S PRIMARY FUNCTION IS TO RAISE, RECEIVE, AND MANAGE FUNDS FOR SCHOLARSHIPS, PROFESSORSHIPS, AND FACILITIES AND OTHER SUPPORT FOR THE BENEFIT OF THE UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE AND BY OTHERWISE PERFORMING SUPPORT FUNCTIONS THAT CARRY OUT ITS CHARITABLE, SCIENTIFIC, EDUCATIONAL, OR OTHER EXEMPT PURPOSES.

Program 2
Expenses: $1,646,741 Revenue: $35,228

ALUMNI ARE OFFERED OPPORTUNITIES TO ATTEND SOCIAL AND EDUCATIONAL EVENTS FOR AN ADMISSION FEE THAT COVERS, AT THE MOST, DIRECT EXPENSES, BUT NEVER COVERS ALL EXPENSES. EVENTS INCLUDE ALUMNI REUNIONS...

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ALUMNI ARE OFFERED OPPORTUNITIES TO ATTEND SOCIAL AND EDUCATIONAL EVENTS FOR AN ADMISSION FEE THAT COVERS, AT THE MOST, DIRECT EXPENSES, BUT NEVER COVERS ALL EXPENSES. EVENTS INCLUDE ALUMNI REUNIONS, HOMECOMINGS, BASEBALL GAMES, TENNIS MATCHES, DANCES, ETC.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $42,509,503
Program Service Revenue $12,656,670
Investment Income $20,599,113
Other Revenue $1,998
TOTAL REVENUE $75,767,284

Expense Breakdown

Grants Paid $30,175,244
Salaries & Benefits $12,401,516
Fundraising Expenses $10,984,969
Program Expenses $31,821,985
Other Expenses $3,544,188
TOTAL EXPENSES $46,120,948

Year-over-Year Comparison

2024 2023 Change
Revenue $75,767,284 $62,368,853 +0.2%
Expenses $46,120,948 $39,787,418 +0.2%
Net Income $29,646,336 $22,581,435 +0.3%
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
26
Independent Members
25
Employees
96
Volunteers
6387

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
11
$1,399,931
Total Directors
29
$471,972
Key Employees
1
$380,673
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MONICA DELISA DIRECTOR/EX OFFICIO/FNDN PRES 43.00
Officer Director
$407,173 $64,799 $471,972
HOWARD AVERILL DIRECTOR 1.00
Director
$0 $0 $0
CYNTHIA BARNHART BEG 325 DIRECTOR/EX OFFICIO 1.00
Director
$0 $0 $0
LYDIA BATES DIRECTOR 1.00
Director
$0 $0 $0
GEORGE BEITZEL BEG 724 DIRECTOR 1.00
Director
$0 $0 $0
ROBERT P BRENNAN JR DIRECTOR/VICE CHAIR 2.00
Officer Director
$0 $0 $0
ERIC BURT BEG 724 DIRECTOR 1.00
Director
$0 $0 $0
MICHELE COHEN END 625 DIRECTOR 1.00
Director
$0 $0 $0
ROGER CRANDALL DIRECTOR 1.00
Director
$0 $0 $0
SURESH GARIMELLA END 924 DIRECTOR/EX OFFICIO/UNIV PRES 2.00
Director
$0 $0 $0
VITO IMBASCIANI END 625 DIRECTOR 1.00
Director
$0 $0 $0
KATHARINE LAUD DIRECTOR/EX OFFICIO 1.00
Director
$0 $0 $0
THOMAS LEAVITT III DIRECTOR/TREASURER 2.00
Officer Director
$0 $0 $0
RON LUMBRA END 325 DIRECTOR/EX OFFICIO 1.00
Director
$0 $0 $0
DEBORAH MCANENY END 625 DIRECTOR/CHAIR 3.00
Officer Director
$0 $0 $0
DONALD H MCCREE III DIRECTOR 1.00
Director
$0 $0 $0
KAREN NYSTROM MEYER BEG 724 DIRECTOR 1.00
Director
$0 $0 $0
KRISTINA PISANELLI BEG 724 DIRECTOR 1.00
Director
$0 $0 $0
ALICE PLANTE DIRECTOR 1.00
Director
$0 $0 $0
ROBERT PLANTE DIRECTOR 1.00
Director
$0 $0 $0
PATRICIA PRELOCK BEG 1024 DIRECTOR/EX OFFICIO/UNIV PRES 2.00
Director
$0 $0 $0
H DAVID REINES BEG 724 DIRECTOR 1.00
Director
$0 $0 $0
RAY ROBERTS END 1224 DIRECTOR 1.00
Director
$0 $0 $0
MARA SAULE DIRECTOR 1.00
Director
$0 $0 $0
DIANE L SEDER FNDN CHAIR EMERITUS 1.00
Officer Director
$0 $0 $0
SCOTT SEGAL BEG 724 DIRECTOR/SECRETARY 2.00
Officer Director
$0 $0 $0
LISA SNOW BEG 724 DIRECTOR 1.00
Director
$0 $0 $0
CATHY TREMBLAY END 625 DIRECTOR/EX OFFICIO 1.00
Director
$0 $0 $0
CYMA ZARGHAMI END 625 DIRECTOR 1.00
Director
$0 $0 $0
ANDREW FLEWELLING VP & CHIEF PEOPLE OFFICER 40.00
Officer
$253,247 $59,860 $313,107
MARK METIVIER VP & CFO 40.00
Officer
$265,287 $42,281 $307,568
KATHLEEN DESJARDINS VP & CHIEF INFORMATION OFFICER 40.00
Officer
$254,364 $52,920 $307,284
JOHN HILTON HONORARY FNDN CHAIR EMERITUS 1.00
Officer
$0 $0 $0
JAMES R KELLER HONORARY FNDN CHAIR EMERITUS 1.00
Officer
$0 $0 $0
KATHLEEN KELLEHER VP & CHIEF DEVELOPMENT OFFICER 40.00
Key Emp
$321,082 $59,591 $380,673
JOSEPH CAPORALE ASSISTANT VP DEV/CORPS & FNDNS 40.00
Highest
$206,348 $44,800 $251,148
ALAN RYEA ASSISTANT VP OF DEVELOPMENT 40.00
Highest
$188,659 $34,739 $223,398
CHRISTOPHER BERNIER ASSISTANT VP OF DEVELOPMENT 40.00
Highest
$184,939 $53,376 $238,315
MARK MORRISON ASSISTANT VP OF DEVELOPMENT 40.00
Highest
$179,897 $34,952 $214,849
DANIELLE ALTENBURG DIRECTOR OF PRINCIPAL GIFTS 40.00
Highest
$159,612 $19,475 $179,087
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 $75,767,284 $46,120,948 $419,451,004 $29,646,336
2024 $62,368,853 $39,787,418 $379,533,908 $22,581,435
2023 $63,417,980 $37,285,272 $344,092,949 $26,132,708
2022 $70,043,087 $34,419,738 $328,673,195 $35,623,349
2021 $102,950,116 $27,399,769 $307,895,720 $75,550,347
2020 $43,752,532 $36,593,856 $198,276,012 $7,158,676
2019 $53,286,279 $46,854,714 $196,994,255 $6,431,565
2018 $58,053,697 $33,773,937 $189,581,254 $24,279,760
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