UNIVERSITY OF VIRGINIA INVESTMENT … - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

ROBERT DURDEN

Phone

4342184540

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF VIRGINIA INVESTMENT MANAGEMENT COMPANY, founded in 2004, is a major nonprofit in the Education sector that reported $780.8M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $747.9M, a strong 96% operating margin.

Mission

THE UNIVERSITY OF VIRGINIA INVESTMENT MANAGEMENT COMPANY (UVIMCO) IS ORGANIZED TO INVEST FUNDS ON BEHALF OF THE RECTOR AND VISITORS OF THE UNIVERSITY OF VIRGINIA (THE UNIVERSITY OR UVA) AND UNIVERSITY-ASSOCIATED ORGANIZATIONS (UAOS).

Program Service Accomplishments

Program 1

Expenses: $26,345,156 Revenue: $0

UVIMCO PROVIDED HIGH-QUALITY INVESTMENT MANAGEMENT ON BEHALF OF THE UNIVERSITY OF VIRGINIA (THE UNIVERSITY OR UVA) AND AFFILIATED EXEMPT ORGANIZATIONS DESIGNATED BY THE UNIVERSITY. THE ORGANIZATION IMPROVED THE MANAGEMENT OF THE ENDOWMENT OF THE UNIVERSITY AND THEREBY ENHANCED THE EDUCATIONAL BENEFITS PROVIDED TO THE STUDENTS.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $780,811,330

Other Revenue $0

TOTAL REVENUE $780,811,330

Expense Breakdown

Grants Paid $0

Salaries & Benefits $27,761,907

Fundraising Expenses $0

Program Expenses $26,345,156

Other Expenses $5,101,608

TOTAL EXPENSES $32,863,515

Year-over-Year Comparison

	2024	2023	Change
Revenue	$780,811,330	$912,342,229	-0.1%
Expenses	$32,863,515	$42,707,252	-0.2%
Net Income	$747,947,815	$869,634,977	-0.1%

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

$19,202,883

Total Directors

$997,376

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT W DURDEN	CEO/CIO	50.0	Officer	$3,915,900	$1,098,667	$5,014,567
E SARGENT MCGOWAN	MANAGING DIRECTOR END 6/24	50.0	Highest	$2,683,894	$45,589	$2,729,483
LINDSAY R LARSEN	MANAGING DIRECTOR	50.0	Officer	$1,941,597	$434,856	$2,376,453
JASON M LOVE	MANAGING DIRECTOR	50.0	Officer	$1,653,267	$501,240	$2,154,507
ERIC J BUNDONIS	MANAGING DIRECTOR	50.0	Officer	$1,549,694	$479,265	$2,028,959
J MATTHEW DORCHUCK	MANAGING DIRECTOR	50.0	Officer	$1,435,424	$430,211	$1,865,635
KRISTINA M ALIMARD	CHIEF OPERATING OFFICER	50.0	Officer	$1,506,876	$69,043	$1,575,919
JOHN M WINN	GEN CNSL/CCO & SECRETARY	50.0	Officer	$1,301,098	$202,151	$1,503,249
ADRIENNE C CLOUGH	MANAGING DIRECTOR	50.0	Officer	$1,136,790	$353,387	$1,490,177
ALLISON P GILLAM	CHIEF FINANCIAL OFFICER	50.0	Officer	$973,219	$220,198	$1,193,417
JENNIFER W DAVIS	DIRECTOR	2.0	Director	$0	$192,633	$997,376
ROBERT S HAMEL	DIRECTOR	50.0	Highest	$661,313	$148,382	$809,695
BLAKE A FISCHER	DIRECTOR OF TECHNOLOGY	50.0	Highest	$602,473	$60,348	$662,821
JEFFERY M BARNES	DIRECTOR	50.0	Highest	$394,134	$60,268	$454,402
SHI LIU	SENIOR ASSOCIATE	50.0	Highest	$378,879	$34,315	$413,194
JOHN P CONNAUGHTON	CHAIR - BOD BEG 7/24	2.0	Director	$0	$0	$0
MITCHELL R COHEN	DIRECTOR (FORMER CHAIR - BOD)	2.0	Director	$0	$0	$0
TIMOTHY P O'HARA	DIRECTOR	2.0	Director	$0	$0	$0
HENRY H MCVEY	DIRECTOR	2.0	Director	$0	$0	$0
THOMAS J BALTIMORE	DIRECTOR	2.0	Director	$0	$0	$0
ANDREW T MULDERRY	DIRECTOR	2.0	Director	$0	$0	$0
JAMES B MURRAY JR	DIRECTOR	2.0	Director	$0	$0	$0
GEORGE K MARTIN	DIRECTOR	2.0	Director	$0	$0	$0
ELIZABETH K WEYMOUTH	DIRECTOR	2.0	Director	$0	$0	$0
RICHARD TED WESCHLER	DIRECTOR BEG 7/24	2.0	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	$780,811,330	$32,863,515	$16,078,987,884	$747,947,815
2024	No data	No data	No data	No data
2023	$355,289,212	$32,219,659	$13,880,767,946	$323,069,553
2022	$1,064,200,086	$30,167,298	$13,799,842,029	$1,034,032,788
2021	$961,602,712	$27,829,949	$14,686,772,687	$933,772,763
2020	$457,345,731	$19,111,953	$10,038,884,501	$438,233,778
2019	$745,536,412	$19,803,769	$9,828,898,616	$725,732,643
2018	$625,080,584	$16,387,060	$9,542,071,609	$608,693,524
2018	$625,080,584	$16,387,060	$9,542,071,609	$608,693,524

UNIVERSITY OF VIRGINIA INVESTMENT MANAGEMENT COMPANY