THE UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION (EIN 510159775) - 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

1975

Legal Domicile

Principal Officer

CATHERINE M WHITTIER

Phone

4342432049

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION, founded in 1975, is a mid-sized nonprofit in the Education sector that reported $10.9M in total revenue in fiscal year 2018. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $10.1M left a modest 7% surplus.

Mission

TO FURTHER THE AIMS AND PURPOSES OF THE UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE.

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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 $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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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

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

$189,471

Total Directors

$189,471

Key Employees

Highest Compensated

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

THE UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION