THE UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE FOUNDATION INC (EIN 541638774) - 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

1991

Legal Domicile

Principal Officer

MRS VALERIE LAWSON

Phone

2763280129

Tax Period

2024-07-01 to 2025-06-30

THE UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE FOUNDATION INC, founded in 1991, is a community nonprofit in the Education sector that reported $3.2M in total revenue in fiscal year 2017. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $636K, a strong 20% operating margin.

Mission

TO AID AND SUPPORT THE ACADEMIC, ATHLETIC AND STUDENT LIFE PROGRAMS OF UVA'S COLLEGE AT WISE.

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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 $12,553,155

Program Service Revenue $191,317

Investment Income $51,778

Other Revenue $16,100

TOTAL REVENUE $12,812,350

Expense Breakdown

Grants Paid $1,518,872

Salaries & Benefits $0

Fundraising Expenses $150,974

Program Expenses $2,667,448

Other Expenses $1,385,886

TOTAL EXPENSES $2,904,758

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,812,350	$4,500,045	+1.8%
Expenses	$2,904,758	$3,950,681	-0.3%
Net Income	$9,907,592	$549,364	+17.0%

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

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MRS VALERI COLYER	PRESIDENT	1.00	Officer Director	$0	$0	$0
MRS KIMBERLY D MULLINS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MRS MARCIA ADAMS GILLIAM	CHAIR	1.00	Officer Director	$0	$0	$0
MRS VALERIE S LAWSON	COO/SECRETARY	4.00	Officer Director	$0	$0	$0
MR CHARLES LAWSON	TREASURER	1.00	Officer Director	$0	$0	$0
MR DAVID W MARTEL	UVA PRESIDENT APPOINTEE	1.00	Director	$0	$0	$0
MR MARVIN W GILLIAM JR	BOARD OF VISITORS REPRESEN	1.00	Director	$0	$0	$0
MRS TEENA FAST	FACULTY REPRESENTATIVE	1.00	Director	$0	$0	$0
MRS DAWNEDA F WILLIAMS	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
MR DON M GREEN	PRESIDENT EMERITUS	1.00	Director	$0	$0	$0
MR ROBBIE BLEVINS	DIRECTOR	1.00	Director	$0	$0	$0
MR JOHN BRICKEY III	DIRECTOR	1.00	Director	$0	$0	$0
MRS JONETTE CARPENTER	DIRECTOR	1.00	Director	$0	$0	$0
DR DON CAUDILL	DIRECTOR	1.00	Director	$0	$0	$0
MR JAMES S COX	DIRECTOR	1.00	Director	$0	$0	$0
MR RICHARD CREAGH	DIRECTOR	1.00	Director	$0	$0	$0
MR DIRK DAVIS	DIRECTOR	1.00	Director	$0	$0	$0
MR JEFF ELKINS	DIRECTOR	1.00	Director	$0	$0	$0
MS JUDY HARDING	DIRECTOR	1.00	Director	$0	$0	$0
MRS DONNA PRICE HENRY	DIRECTOR	1.00	Director	$0	$0	$0
MR THOMAS KENNEDY	DIRECTOR	1.00	Director	$0	$0	$0
MR LEWEY LEE	DIRECTOR	1.00	Director	$0	$0	$0
MR R BRUCE LOWE	DIRECTOR	1.00	Director	$0	$0	$0
MR HASAN MAJIED	DIRECTOR	1.00	Director	$0	$0	$0
MR RICK D MEADE	DIRECTOR	1.00	Director	$0	$0	$0
MR DUANE A MILLER	DIRECTOR	1.00	Director	$0	$0	$0
MR RICK L MULLINS	DIRECTOR	1.00	Director	$0	$0	$0
MRS RHONDA M PERKINS	DIRECTOR	1.00	Director	$0	$0	$0
MR JOSEPH A SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
MS JUDY SHORTT	DIRECTOR	1.00	Director	$0	$0	$0
MR MARION W SMITH JR	DIRECTOR	1.00	Director	$0	$0	$0
MR STEWART SPRADLIN	DIRECTOR	1.00	Director	$0	$0	$0
MRS JEANNIE STALLARD	DIRECTOR	1.00	Director	$0	$0	$0
MS SANTANA VASQUEZ	DIRECTOR	1.00	Director	$0	$0	$0
MR EDDIE WATSON	DIRECTOR	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	$12,812,350	$2,904,758	$57,215,943	$9,907,592
2024	$4,500,045	$3,950,681	$42,600,225	$549,364
2023	$3,672,149	$4,297,717	$39,465,978	$-625,568
2022	$3,753,685	$2,480,398	$40,382,295	$1,273,287
2021	$1,930,622	$2,148,697	$42,097,023	$-218,075
2020	$2,559,040	$2,270,742	$28,430,668	$288,298
2019	$1,798,477	$2,825,589	$26,409,055	$-1,027,112
2018	$3,247,998	$2,611,587	$26,542,794	$636,411

THE UNIVERSITY OF VIRGINIA'S COLLEGE AT WISE FOUNDATION INC