UNIVERSITY OF VIRGINIA FOUNDATION (EIN 541682176) - 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

1993

Legal Domicile

Principal Officer

DEBORAH VAN EERSEL

Phone

4349824848

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF VIRGINIA FOUNDATION, founded in 1993, is a mid-sized nonprofit in the Education sector that reported $53.1M in total revenue in fiscal year 2017. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $20.0M, a strong 38% operating margin.

Mission

TO PROVIDE ADMINISTRATIVE SERVICES TO UNIVERSITY ENTITIES, UNIVERSITY ASSOCIATED ORGANIZATIONS, OR OTHER ENTITIES INVOLVED IN ACTIVITIES WHICH SUPPORT THE UNIVERSITY. TO ENGAGE IN MATTERS PERTAINING TO REAL PROPERTY FOR THE BENEFIT OF THE UNIVERSITY. TO THAT END, THE FOUNDATION SHALL ENGAGE IN REAL ESTATE ACTIVITIES FOR ONE OR MORE OF THE FOLLOWING REASONS: TO SUPPORT THE UNIVERSITY'S PRIMARY PROGRAMS; TO PROVIDE AN INVESTMENT RETURN; TO PROVIDE FOR THE REAL ESTATE NEEDS OF THE UNIVERSITY FOR THE NEXT 100 YEARS; AND TO IMPROVE THE UNIVERSITY'S BOUNDARIES AND ENTRANCES. TO USE AND ADMINISTER GIFTS, GRANTS, BEQUESTS, AND DEVISES FOR THE BENEFIT OF THE UNIVERSITY.

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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 $7,766,437

Program Service Revenue $35,667,426

Investment Income $-573,485

Other Revenue $1,286,581

TOTAL REVENUE $44,146,959

Expense Breakdown

Grants Paid $7,320,333

Salaries & Benefits $7,095,830

Fundraising Expenses $0

Program Expenses $50,820,607

Other Expenses $39,456,397

TOTAL EXPENSES $53,872,560

Year-over-Year Comparison

	2024	2023	Change
Revenue	$44,146,959	$40,377,376	+0.1%
Expenses	$53,872,560	$46,962,749	+0.1%
Net Income	$-9,725,601	$-6,585,373	+0.5%

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

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

$1,087,943

Total Directors

$4,167,420

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES E RYAN	DIRECTOR	2.00	Director	$0	$359,251	$1,688,304
JENNIFER W DAVIS	DIRECTOR	2.00	Director	$0	$192,633	$997,376
MARK M LUELLEN	DIRECTOR	2.00	Director	$0	$181,935	$1,069,077
DANIEL R ABRAMSON	CHAIR	2.00	Officer Director	$0	$0	$0
PETER E MAHONEY	AUDIT AND FINANCE CHAIR	2.00	Director	$0	$0	$0
JOHN L NAU III	DIRECTOR	2.00	Director	$0	$0	$0
ZENA K HOWARD	DIRECTOR	2.00	Director	$0	$0	$0
FRANK M CONNER III	DIRECTOR	2.00	Director	$0	$0	$0
KRISTIAN M GATHRIGHT	DIRECTOR	2.00	Director	$0	$0	$0
SEAN M DELL ORTO	DIRECTOR	2.00	Director	$0	$0	$0
WILLIAM W FOSHAY III	DIRECTOR	2.00	Director	$0	$0	$0
KEITH J WILLNER	DIRECTOR	2.00	Director	$0	$0	$0
KEVIN G CHAVERS	DIRECTOR	2.00	Director	$0	$0	$0
KATHRYN E JARVIS SCOTT	DIRECTOR	2.00	Director	$0	$0	$0
IONE SV WILSMANN	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT M BLUE	DIRECTOR	2.00	Director	$0	$0	$0
SUSI S YU	DIRECTOR	2.00	Director	$0	$0	$0
KELLY A BOOKER	DIRECTOR	2.00	Director	$0	$0	$0
FREDERICK L DANIELS JR	DIRECTOR	2.00	Director	$0	$0	$0
LORI L MCMAHON	DIRECTOR	2.00	Director	$0	$46,968	$412,663
TIM R ROSE	SECRETARY/CEO	40.00	Officer	$623,838	$73,707	$697,545
BRADFORD A BUTLER	TREASURER/CFO	40.00	Officer	$323,465	$66,933	$390,398
DEBORAH A VAN EERSEL	CHIEF ADMIN. OFFICER	40.00	Highest	$347,126	$73,615	$420,741
FREDERICK A MISSEL	DIR. DESIGN & DEV	40.00	Highest	$330,645	$69,255	$399,900
MARYELLEN DOLAN	DIR. OF R/E ASSET MANAGEME	40.00	Highest	$330,170	$51,884	$382,054
RUSSEL CRONBERG	DIR. OF HOSPITALITY	40.00	Highest	$352,736	$71,247	$423,983
DAVID R JEFFERSON	CONTROLLER, UVAHPI	40.00	Highest	$175,000	$54,582	$229,582

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	$44,146,959	$53,872,560	$548,145,703	$-9,725,601
2024	$40,377,376	$46,962,749	$532,289,983	$-6,585,373
2023	$36,029,398	$42,793,132	$513,349,985	$-6,763,734
2022	$36,530,024	$38,097,393	$508,958,321	$-1,567,369
2021	$32,016,454	$35,669,589	$508,316,045	$-3,653,135
2020	$30,765,044	$36,167,858	$458,537,727	$-5,402,814
2019	$38,154,464	$31,462,248	$448,214,900	$6,692,216
2018	$53,148,981	$33,197,725	$421,169,340	$19,951,256

UNIVERSITY OF VIRGINIA FOUNDATION