THE ALUMNI BOARD OF TRUSTEES OF THE UNIVERSITY OF VA ENDOWMENT FUND (EIN 546037928) - 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

1908

Legal Domicile

Principal Officer

SUSAN G HARRIS

Phone

4349247081

Tax Period

2023-07-01 to 2024-06-30

THE ALUMNI BOARD OF TRUSTEES OF THE UNIVERSITY OF VIRGINIA ENDOWMENT FUND, founded in 1908, is a community nonprofit in the Education sector that reported $3.8M in total revenue in fiscal year 2018. Net assets of $74.0M represent 234 months of operating reserves.

Mission

THE ORGANIZATION'S PURPOSE IS TO PROVIDE FINANCIAL SUPPORT TO AND FOR THE BENEFIT OF THE UNIVERSITY OF VIRGINIA AND ITS EDUCATIONAL PROGRAMS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $5,212,705

Other Revenue $0

TOTAL REVENUE $5,212,705

Expense Breakdown

Grants Paid $5,048,766

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,048,766

Other Expenses $320,478

TOTAL EXPENSES $5,369,244

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,212,705	$4,834,464	+0.1%
Expenses	$5,369,244	$5,216,514	+0.0%
Net Income	$-156,539	$-382,050	-0.6%

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

$1,682,011

Total Directors

$1,682,011

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES E RYAN	PRESIDENT	0.50	Officer Director	$0	$326,778	$1,328,724
SUSAN G HARRIS	SECRETARY/TREASURER	1.00	Officer Director	$0	$76,463	$353,287
DOROTHY BATTEN	TRUSTEE	0.10	Director	$0	$0	$0
J DAVIS HAMLIN	TRUSTEE	0.10	Director	$0	$0	$0
EDWARD C MITCHELL JR	TRUSTEE	0.10	Director	$0	$0	$0
BLAINE T PHILLIPS	TRUSTEE	0.10	Director	$0	$0	$0
JEFFREY C WALKER	TRUSTEE	0.10	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	No data	No data	No data	No data
2024	$5,212,705	$5,369,244	$99,918,110	$-156,539
2023	$4,834,464	$5,216,514	$98,229,427	$-382,050
2022	$4,305,517	$4,827,695	$101,064,813	$-522,178
2021	$3,974,510	$4,170,241	$110,335,985	$-195,731
2020	$3,781,564	$3,898,279	$77,627,122	$-116,715
2019	$3,801,280	$3,826,303	$77,539,084	$-25,023

THE ALUMNI BOARD OF TRUSTEES OF THE UNIVERSITY OF VA ENDOWMENT FUND