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

EIN: 546037928 501(c)(3) Education

CHARLOTTESVILLE, VA

Total Revenue
$5,212,705
Total Expenses
$5,369,244
Total Assets
$99,918,110
Net Assets
$95,049,044
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1908
Legal Domicile
VA
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 VA ENDOWMENT FUND, founded in 1908, is a community nonprofit in the Education sector that reported $5.2M in total revenue in fiscal year 2023. Net assets of $95.0M represent 219 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.

Program Service Accomplishments

Program 1
Expenses: $5,048,766

THE ALUMNI BOARD OF TRUSTEES OF THE UNIVERSITY OF VIRGINIA ENDOWMENT FUND (THE ALUMNI BOARD) ACCEPTS GIFTS ON BEHALF OF THE UNIVERSITY OF VIRGINIA, MANAGES THE INVESTMENT OF THOSE GIFTS, AND...

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THE ALUMNI BOARD OF TRUSTEES OF THE UNIVERSITY OF VIRGINIA ENDOWMENT FUND (THE ALUMNI BOARD) ACCEPTS GIFTS ON BEHALF OF THE UNIVERSITY OF VIRGINIA, MANAGES THE INVESTMENT OF THOSE GIFTS, AND DISTRIBUTES THE INCOME TO THE UNIVERSITY OF VIRGINIA AND RELATED ENTITIES ACCORDING TO THE WISHES OF THE DONOR AND/OR THE ALUMNI BOARD AS APPROPRIATE. FOR THE YEAR ENDED JUNE 30, 2024, THE ALUMNI BOARD APPROPRIATED $5,048,766 FOR EXPENDITURE FOR THE BENEFIT OF THE UNIVERSITY OF VIRGINIA AND ITS EDUCATIONAL PURPOSES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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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

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Liquidity & Cash Position

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Governance

Voting Members
7
Independent Members
5
Employees
N/A
Volunteers
8

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
2
$1,682,011
Total Directors
7
$1,682,011
Key Employees
0
$0
Highest Compensated
0
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
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