UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION (EIN 546046419) - 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

1952

Legal Domicile

Principal Officer

ROBERT WEILER

Phone

4349244841

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION, founded in 1952, is a mid-sized nonprofit in the Education sector that reported $59.6M in total revenue in fiscal year 2017. Net assets of $422.1M represent 85 months of operating reserves.

Mission

THROUGH THE FOUNDATION'S STANDARD BENEFITS PACKAGE, THE FOUNDATION WILL SUBSIDIZE $195 OF THE COST OF MEMBERSHIP TO THE UVA GYM FOR BENEFITS ELIGIBLE EMPLOYEES ANNUALLY. SCOTT BEARDSLEY, DEAN OF THE DARDEN SCHOOL OF BUSINESS AND EX-OFFICIO TRUSTEE OF THE FOUNDATION, IS ELIGIBLE FOR FIRST-CLASS TRAVEL TO INTERNATIONAL DESTINATIONS.

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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 $74,205,798

Program Service Revenue $58,925,064

Investment Income $23,410,924

Other Revenue $1,572,894

TOTAL REVENUE $158,114,680

Expense Breakdown

Grants Paid $36,613,783

Salaries & Benefits $27,347,954

Fundraising Expenses $4,107,598

Program Expenses $95,727,366

Other Expenses $43,477,762

TOTAL EXPENSES $107,439,499

Year-over-Year Comparison

	2024	2023	Change
Revenue	$158,114,680	$102,773,073	+0.5%
Expenses	$107,439,499	$102,186,016	+0.1%
Net Income	$50,675,181	$587,057	+85.3%

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

860

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

$1,431,224

Total Directors

$259,167

Key Employees

$1,094,351

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
YAEL GRUSHKA-COCKAYNE	EX-OFFICIO TRUSTEE	1.00	Director	$201,562	$0	$201,562
RICHARD B EVANS	EX-OFFICIO TRUSTEE	1.00	Director	$57,605	$0	$57,605
MARTINA T HUND-MEJEAN	IMMEDIATE PAST CHAIR	1.00	Officer Director	$0	$0	$0
FRANK M SANDS	CHAIR	1.00	Officer Director	$0	$0	$0
JOHN D FOWLER JR	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ROBERT J HUGIN	TRUSTEE	1.00	Director	$0	$0	$0
H WILLIAM COOGAN JR	TRUSTEE	1.00	Director	$0	$0	$0
JAMES A COOPER	TRUSTEE	1.00	Director	$0	$0	$0
GUILLAUME M CUVELIER	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT G DOUMAR JR	TRUSTEE	1.00	Director	$0	$0	$0
DEBRA D DRAUGHAN	TRUSTEE	1.00	Director	$0	$0	$0
FRANKLIN S EDMONDS JR	TRUSTEE	1.00	Director	$0	$0	$0
ARNOLD B EVANS	TRUSTEE	1.00	Director	$0	$0	$0
CATHERINE J FRIEDMAN	TRUSTEE	1.00	Director	$0	$0	$0
KIRSTI W GOODWIN	TRUSTEE	1.00	Director	$0	$0	$0
PETER M GRANT II	TRUSTEE	1.00	Director	$0	$0	$0
OWEN D GRIFFIN JR	TRUSTEE	1.00	Director	$0	$0	$0
JOHN P BOLDUC	TRUSTEE	1.00	Director	$0	$0	$0
MARK J KINGTON	TRUSTEE	1.00	Director	$0	$0	$0
DAVID M LACROSS	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS R LEBDA	TRUSTEE	1.00	Director	$0	$0	$0
LEMUEL E LEWIS	TRUSTEE	1.00	Director	$0	$0	$0
AMANDA LOZANO	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD A MAYO	TRUSTEE	1.00	Director	$0	$0	$0
DONALD E MOREL JR PHD	TRUSTEE	1.00	Director	$0	$0	$0
KIMBERLY B MORRISH	TRUSTEE	1.00	Director	$0	$0	$0
ADAIR NEWHALL	TRUSTEE	1.00	Director	$0	$0	$0
G RUFFNER PAGE JR	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM H PAYNE II	TRUSTEE (THRU 12/24)	1.00	Director	$0	$0	$0
ERIK A SLINGERLAND PHD	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT W SMITH	TRUSTEE	1.00	Director	$0	$0	$0
SHANNON G SMITH	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN N SOBBOTT	TRUSTEE	1.00	Director	$0	$0	$0
MARK J STYSLINGER	TRUSTEE	1.00	Director	$0	$0	$0
BRUCE R THOMPSON	TRUSTEE	1.00	Director	$0	$0	$0
LOWELL S UKROP	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN C VOORHEES	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT C BEARDSLEY	EX-OFFICIO TRUSTEE	1.00	Director	$0	$0	$0
MICHELLE B HORN	EX-OFFICIO TRUSTEE (THRU 02/25)	1.00	Director	$0	$0	$0
MARIETTA EDMUNDS ZAKAS	TRUSTEE	1.00	Director	$0	$0	$0
CONSTANCE J HALLQUIST	TRUSTEE	1.00	Director	$0	$0	$0
PAUL G MAHONEY	EX-OFFICIO TRUSTEE	1.00	Director	$0	$0	$0
BEVERLY B LADLEY	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES E POSTON JR	EX-OFFICIO TRUSTEE	1.00	Director	$0	$0	$0
JAMES E RYAN	EX-OFFICIO TRUSTEE	1.00	Director	$0	$0	$0
CARL E PEOPLES	TRUSTEE	1.00	Director	$0	$0	$0
MATTHEW J REINTJES	TRUSTEE	1.00	Director	$0	$0	$0
CYNTHIA K SOLEDAD	EX-OFFICIO TRUSTEE	1.00	Director	$0	$0	$0
ANAND E STANLEY	TRUSTEE	1.00	Director	$0	$0	$0
NICOLE M LINDSAY	TRUSTEE	1.00	Director	$0	$0	$0
DIEM HD NGUYEN	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL SABEL	TRUSTEE	1.00	Director	$0	$0	$0
EDWARD W VALENTINE	TRUSTEE	1.00	Director	$0	$0	$0
HEATHER L ENOS THRU 0125	CFO, TREASURER AND SVP	50.00	Officer	$323,617	$43,653	$367,270
MEGAN B WINTER BEG 0125	TREAS., SR ASSOCIATE VP OF FINANCE	50.00	Officer	$141,810	$52,111	$193,921
SHAELE N CULBREATH - SECRETARY	SR ASSOCIATE VP FOR ENGAGEMENT	50.00	Officer	$193,685	$37,563	$231,248
ROBERT W WEILER	PRESIDENT	50.00	Officer	$571,306	$67,479	$638,785
ASHLEY M WILLIAMS	CEO/CLO, EELL	50.00	Key Emp	$652,566	$136,598	$789,164
SAMANTHA G HARTOG	SR ASSOCIATE VP FOR ADVANCEMENT	50.00	Key Emp	$266,657	$38,530	$305,187
ANNE M TRUMBORE	CHIEF DIGITAL LEARNING OFFICER	50.00	Highest	$318,595	$48,353	$366,948
WILLIAM S ROBINSON	EXECUTIVE DIRECTOR, PLE	50.00	Highest	$225,932	$30,765	$256,697
LISA H CANNELL	MANAGING DIRECTOR, EELL	50.00	Highest	$265,023	$46,191	$311,214
TY A SCHIEBER	MANAGING DIRECTOR, EELL	50.00	Highest	$220,530	$41,123	$261,653
DEVIN W BIGONESS	CHIEF CLIENT OFFICER	50.00	Highest	$318,679	$40,412	$359,091

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	$158,114,680	$107,439,499	$834,090,344	$50,675,181
2024	$102,773,073	$102,186,016	$743,337,770	$587,057
2023	$100,841,421	$79,764,820	$777,358,283	$21,076,601
2022	$96,870,988	$60,051,175	$705,723,773	$36,819,813
2021	$80,428,705	$50,051,118	$664,692,543	$30,377,587
2020	$75,634,091	$61,399,206	$510,801,836	$14,234,885
2019	$124,148,708	$65,313,546	$501,756,176	$58,835,162
2018	$59,641,435	$59,677,886	$441,822,089	$-36,451

UNIVERSITY OF VIRGINIA DARDEN SCHOOL FOUNDATION