UNIVERSITY OF VIRGINIA ALUMNI ASSOCIATION (EIN 540485595) - 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

1838

Legal Domicile

Principal Officer

GARRETTE L ASHLEY

Phone

4342439000

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF VIRGINIA ALUMNI ASSOCIATION, founded in 1838, is a mid-sized nonprofit in the Education sector that reported $50.1M in total revenue in fiscal year 2017. Revenue decreased 8% compared to the prior year. Expenses of $62.1M exceeded revenue, resulting in a 24% operating deficit.

Mission

TO BUILD THE STRONGEST BOND AMONG ALUMNI AND BETWEEN ALUMNI AND THE UNIVERSITY OF VIRGINIA WHILE REPRESENTING THE INDEPENDENT VOICE AND PERSPECTIVE 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 $15,427,735

Program Service Revenue $7,027,669

Investment Income $1,555,098

Other Revenue $202,883

TOTAL REVENUE $24,213,385

Expense Breakdown

Grants Paid $88,534,760

Salaries & Benefits $7,478,041

Fundraising Expenses $1,302,609

Program Expenses $97,961,498

Other Expenses $6,100,199

TOTAL EXPENSES $102,113,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,213,385	$29,498,143	-0.2%
Expenses	$102,113,000	$40,698,769	+1.5%
Net Income	$-77,899,615	$-11,200,626	+6.0%

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

Governance

Voting Members

Independent Members

Employees

104

Volunteers

2650

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

$838,871

Total Directors

Key Employees

$773,699

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TATIA DANIELS GRANGER PHD	CHAIR	1.00	Officer Director	$0	$0	$0
THOMAS B W HALL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
WYATT G ANDREWS	MANAGER	1.00	Director	$0	$0	$0
ALEXANDRA ARRIAGA	MANAGER	1.00	Director	$0	$0	$0
RUBEN A BASANTES	MANAGER	1.00	Director	$0	$0	$0
CAROLINE M BROWN	MANAGER	1.00	Director	$0	$0	$0
CRYSTAL J BROWN	MANAGER	1.00	Director	$0	$0	$0
WHITTINGTON W CLEMENT	MANAGER	1.00	Director	$0	$0	$0
ANANT DAS	MANAGER	1.00	Director	$0	$0	$0
RICHARD J DIEMER JR	MANAGER	1.00	Director	$0	$0	$0
TERESA R DIMARCO	MANAGER	1.00	Director	$0	$0	$0
MATTHEW S ERSKINE	MANAGER	1.00	Director	$0	$0	$0
CHRISTOPHER D FORD	MANAGER	1.00	Director	$0	$0	$0
CINDY FREDRICK	MANAGER	1.00	Director	$0	$0	$0
FREDERICK C GODBOLT	MANAGER	1.00	Director	$0	$0	$0
ARTHUR S FULLER	MANAGER	1.00	Director	$0	$0	$0
BRETT C GIBSON	MANAGER	1.00	Director	$0	$0	$0
STEPHEN P GIBSON	MANAGER	1.00	Director	$0	$0	$0
MICHAEL C GUANZON	MANAGER	1.00	Director	$0	$0	$0
RUTH FIRSCHING HAILE	MANAGER	1.00	Director	$0	$0	$0
KURT B HARRISON	MANAGER	1.00	Director	$0	$0	$0
R PHILIP HERGET III	MANAGER	1.00	Director	$0	$0	$0
JESSICA P HUANG	MANAGER	1.00	Director	$0	$0	$0
NICHOLAS T JORDAN	MANAGER	1.00	Director	$0	$0	$0
CONSUELO A KENDALL	MANAGER	1.00	Director	$0	$0	$0
WILLIAM L KITCHEL III	MANAGER	1.00	Director	$0	$0	$0
DALE S LAM	MANAGER	1.00	Director	$0	$0	$0
ALICE ANNE LLOYD	MANAGER	1.00	Director	$0	$0	$0
CARMEN L MCGHEE	MANAGER	1.00	Director	$0	$0	$0
BLAKE DOMINIC MORANT	MANAGER	1.00	Director	$0	$0	$0
STEPHEN A MURRAY	MANAGER	1.00	Director	$0	$0	$0
MARIA GUTIERREZ NORIN	MANAGER	1.00	Director	$0	$0	$0
TIMOTHY P O'HARA	MANAGER	1.00	Director	$0	$0	$0
ELIZABETH A OSWALD	MANAGER	1.00	Director	$0	$0	$0
ALEXANDER J PARK	MANAGER	1.00	Director	$0	$0	$0
MARTHA S PELLINGTON	MANAGER	1.00	Director	$0	$0	$0
BRENDAN J PETERS	MANAGER	1.00	Director	$0	$0	$0
WILLIAM L POLK JR	MANAGER	1.00	Director	$0	$0	$0
R KENNON POTEAT III	MANAGER	1.00	Director	$0	$0	$0
RICHARD L RAMSEY	MANAGER	1.00	Director	$0	$0	$0
ADRIANE B RANDOLPH	MANAGER	1.00	Director	$0	$0	$0
CATHERINE LEWIS ROBB	MANAGER	1.00	Director	$0	$0	$0
J BRITTON WILLISTON	MANAGER	1.00	Director	$0	$0	$0
LILY E WEST	PRESIDENT AND CEO	40.00	Officer	$445,639	$52,229	$497,868
GARRETTE L ASHLEY	TREASURER & CFO	40.00	Officer	$164,437	$38,868	$203,305
TERRY LOCKARD	SECRETARY & CHIEF OF STAFF	40.00	Officer	$107,713	$29,985	$137,698
BRENT J PERCIVAL	ED JEFFERSON TRUST	40.00	Key Emp	$172,190	$34,561	$206,751
ELIZABETH K TURRISI	CHIEF TECHNOLOGY OFFICER	40.00	Key Emp	$166,903	$38,861	$205,764
LEAH L DOLE	CHIEF CREATIVE OFFICER	40.00	Key Emp	$150,387	$23,418	$173,805
AMANDA MOXHAM	CHIEF HR OFFICER	40.00	Key Emp	$150,079	$37,300	$187,379
JUDY LE	EDITOR IN CHIEF	40.00	Highest	$144,935	$36,702	$181,637
JESSICA SUMPTER HAMILTON	CHIEF PROGRAM OFFICER	40.00	Highest	$144,057	$35,905	$179,962
ALEXANDER B NEWELL	DIRECTOR, ENTERPRISE IT	40.00	Highest	$143,087	$35,737	$178,824
SUSAN M GALLEGOS	SENIOR DIRECTOR, DEVELOPMENT OPERATIONS	40.00	Highest	$142,607	$22,448	$165,055
PATRICIA A DAVES	MANAGING DIRECTOR, MEMBERSHIP AND BUSINESS DEVELOP	40.00	Highest	$132,417	$25,470	$157,887

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	$24,213,385	$102,113,000	$673,580,601	$-77,899,615
2023	$55,779,603	$63,963,349	$567,603,324	$-8,183,746
2022	$55,406,167	$55,019,773	$556,619,387	$386,394
2021	$56,379,983	$86,859,970	$582,039,961	$-30,479,987
2020	$53,337,163	$52,349,019	$410,349,748	$988,144
2019	$45,636,990	$54,403,860	$389,422,193	$-8,766,870
2018	$50,113,035	$62,081,497	$379,201,329	$-11,968,462

UNIVERSITY OF VIRGINIA ALUMNI ASSOCIATION