THE UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION

EIN: 510159775 501(c)(3) Education

CHARLOTTESVILLE, VA

Total Revenue
$16,134,614
Total Expenses
$13,755,908
Total Assets
$213,161,488
Net Assets
$212,987,221
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Financial Trends

Organization Details

Formation Year
1975
Legal Domicile
VA
Principal Officer
CATHERINE M WHITTIER
Phone
4342432049
Tax Period
2024-07-01 to 2025-06-30

THE UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION, founded in 1975, is a mid-sized nonprofit in the Education sector that reported $16.1M in total revenue in fiscal year 2024. Revenue fell 59% from the prior year — a significant decline worth monitoring. Expenses of $13.8M left a modest 15% surplus.

Mission

TO FURTHER THE AIMS AND PURPOSES OF THE UVA MCINTIRE SCHOOL OF COMMERCE THROUGH RAISING FUNDS, PROVIDING SCHOLARSHIPS, AND SUPPORTING THE SCHOOL'S SEVEN CENTERS OF EXCELLENCE.

Program Service Accomplishments

Program 1
Expenses: $3,243,014 Revenue: $96,976

SEVEN "CENTERS OF EXCELLENCE" FORTIFY THE MCINTIRE SCHOOL'S CURRICULUM, SUPPORT STUDENTS AND FACULTY, OFFER INNOVATIVE, AMBITIOUS, CUTTING-EDGE RESEARCH PROJECTS, SUPPORT FORUMS AND ONGOING LECTURE...

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SEVEN "CENTERS OF EXCELLENCE" FORTIFY THE MCINTIRE SCHOOL'S CURRICULUM, SUPPORT STUDENTS AND FACULTY, OFFER INNOVATIVE, AMBITIOUS, CUTTING-EDGE RESEARCH PROJECTS, SUPPORT FORUMS AND ONGOING LECTURE SERIES, AND BOOST THE SCHOOL'S ABILITY TO NURTURE STUDENTS INTO CREATIVE, INTUITIVE, AND RESPONSIBLE BUSINESS PROFESSIONALS. THE FOUNDATION ALSO OFFERS MCINTIRE SCHOOL STUDENTS OPPORTUNITIES TO TAKE PART IN CONTEMPLATIVE SCIENCES, PARTICIPATE IN STUDENT INVESTMENT CLUBS, AND ENHANCE THEIR ABILITIES TO CREATE, MANAGE, AND LEAD HIGH-PERFORMING TEAMS. EXECUTIVE DEVELOPMENT PROGRAMS OFFER PRACTITIONERS CURRENT SKILLS IN AN EVOLVING BUSINESS ENVIRONMENT THROUGH THE LATEST RESEARCH AND THE POWER OF THE MCINTIRE SCHOOL'S WORLD-CLASS FACULTY.

Program 2
Expenses: $1,290,217

THE FOUNDATION PROVIDED NEED- AND MERIT-BASED SCHOLARSHIPS AND AWARDS TO APPROXIMATELY 186 UNDERGRADUATE AND GRADUATE STUDENTS DURING THE 2024-25 ACADEMIC YEAR.

Program 3
Expenses: $5,645,375

THE FOUNDATION MADE CASH PAYMENTS TO THE MCINTIRE SCHOOL FOR GENERAL OPERATIONS, FACULTY SUPPORT, PROGRAM SUPPORT, AND TRANSFERRED FUNDS TO THE UNIVERSITY OF VIRGINIA FOR MCINTIRE SCHOOL BUILDING...

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THE FOUNDATION MADE CASH PAYMENTS TO THE MCINTIRE SCHOOL FOR GENERAL OPERATIONS, FACULTY SUPPORT, PROGRAM SUPPORT, AND TRANSFERRED FUNDS TO THE UNIVERSITY OF VIRGINIA FOR MCINTIRE SCHOOL BUILDING IMPROVEMENTS, RENOVATIONS, AND NEW CONSTRUCTION.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $14,997,240
Program Service Revenue $86,748
Investment Income $1,040,398
Other Revenue $10,228
TOTAL REVENUE $16,134,614

Expense Breakdown

Grants Paid $7,069,840
Salaries & Benefits $3,654,045
Fundraising Expenses $2,433,879
Program Expenses $10,178,606
Other Expenses $3,032,023
TOTAL EXPENSES $13,755,908

Year-over-Year Comparison

2024 2023 Change
Revenue $16,134,614 $39,585,259 -0.6%
Expenses $13,755,908 $17,792,708 -0.2%
Net Income $2,378,706 $21,792,551 -0.9%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Governance

Voting Members
35
Independent Members
33
Employees
29
Volunteers
346

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
5
$189,471
Total Directors
36
$189,471
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CATHERINE M WHITTIER EXECUTIVE DIRECTOR 20.00
Officer Director
$55,477 $0 $55,477
STUART T EVANS EXECUTIVE DIRECTOR (THRU 8-15-2024) 20.00
Officer Director
$103,824 $0 $103,824
ROBERT W THARPE II SECRETARY AND TREASURER 5.00
Officer Director
$30,170 $0 $30,170
KEVEN LINDEMANN - EXECUTIVE DIRECTOR, WRB CENTER FOR REAL ESTATE 40.00
Highest
$193,624 $42,298 $235,922
MATTHEW SPOSATO ENTERPRISE SOFTWARE ARCHITECT 40.00
Highest
$132,836 $32,771 $165,607
CHARLES DAVIES SENIOR SOFTWARE DEVELOPER 40.00
Highest
$132,418 $32,915 $165,333
ALLEN HOOVER DIRECTOR OF MEDIA AND DESIGN 40.00
Highest
$130,207 $37,783 $167,990
JAMES HEETDERKS DIRECTOR OF BUSINESS OPERATIONS 40.00
Highest
$124,268 $36,541 $160,809
JOHN A GRIFFIN PRESIDENT 1.00
Officer Director
$0 $0 $0
RICHARD D TADLER EXECUTIVE VICE-PRESIDENT 1.00
Officer Director
$0 $0 $0
ANN G BACKOF TRUSTEE 1.00
Director
$0 $0 $0
THOMAS BALTIMORE TRUSTEE 1.00
Director
$0 $0 $0
NEIL J BARR TRUSTEE 1.00
Director
$0 $0 $0
ANN KIM CHUNG TRUSTEE 1.00
Director
$0 $0 $0
MITCHELL R COHEN TRUSTEE 1.00
Director
$0 $0 $0
JOHN P CONNAUGHTON TRUSTEE 1.00
Director
$0 $0 $0
PETER E ENGEL TRUSTEE 1.00
Director
$0 $0 $0
SABINA ANSELMA EWING TRUSTEE 1.00
Director
$0 $0 $0
DONALD E FLOW TRUSTEE 1.00
Director
$0 $0 $0
MARK E GALANT TRUSTEE 1.00
Director
$0 $0 $0
KRISSY GATHRIGHT TRUSTEE 1.00
Director
$0 $0 $0
ROBERT G HARPER IV TRUSTEE 1.00
Director
$0 $0 $0
JAMES G HARRIS TRUSTEE 1.00
Director
$0 $0 $0
PATRICK D HOGAN TRUSTEE 1.00
Director
$0 $0 $0
NICOLE THORNE JENKINS TRUSTEE 1.00
Director
$0 $0 $0
SCOTT M KELLEY TRUSTEE 1.00
Director
$0 $0 $0
H MERRITT LANE TRUSTEE 1.00
Director
$0 $0 $0
P JEFFREY LECK TRUSTEE 1.00
Director
$0 $0 $0
MARK LUELLEN TRUSTEE 1.00
Director
$0 $0 $0
SHANON NASH TRUSTEE 1.00
Director
$0 $0 $0
CRAIG W PACKER TRUSTEE 1.00
Director
$0 $0 $0
JOSHUA D PAULSON TRUSTEE 1.00
Director
$0 $0 $0
CURTIS W SCHADE TRUSTEE 1.00
Director
$0 $0 $0
CHRIS W SHUMWAY TRUSTEE 1.00
Director
$0 $0 $0
JOHN G STATHIS TRUSTEE 1.00
Director
$0 $0 $0
RICHARD D TADLER TRUSTEE 1.00
Director
$0 $0 $0
JEFFREY C WALKER TRUSTEE 1.00
Director
$0 $0 $0
EARL E WEBB TRUSTEE 1.00
Director
$0 $0 $0
ROBERT M WHITE JR TRUSTEE 1.00
Director
$0 $0 $0
RYAN WRIGHT TRUSTEE 1.00
Director
$0 $0 $0
FARHAD ZAMAN TRUSTEE 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 $16,134,614 $13,755,908 $213,161,488 $2,378,706
2024 $39,585,259 $17,792,708 $194,140,923 $21,792,551
2023 $19,380,565 $14,248,858 $162,965,294 $5,131,707
2022 $20,412,098 $16,928,926 $155,832,929 $3,483,172
2021 $23,875,510 $11,135,819 $158,508,279 $12,739,691
2020 $29,507,560 $11,773,027 $112,159,375 $17,734,533
2019 $10,875,103 $10,142,902 $91,326,390 $732,201
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