UNIVERSITY OF VIRGINIA ALUMNI ASSOCIATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF VIRGINIA ALUMNI ASSOCIATION (EIN 54-0485595)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-04-30
- IRS object ID
- 201801209349301525
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-30T15:05:15-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1676 INTERNATIONAL DRIVE | AddressLine1Txt |
| City | McLean | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540485595 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF VIRGINIA ALUMNI | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DONNA AREHART | InCareOfNm |
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 4342439000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 400314 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22904 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA R AREHART | PersonNm |
| Person Title | VP AND CFO | PersonTitleTxt |
| Phone | 4342439009 | PhoneNum |
| Signature | 2018-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kay L Thies | PreparerPersonNm |
| PTIN | P01404047 | PTIN |
| Phone | 7032868000 | PhoneNum |
| Preparation | 2018-04-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.102.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 54028020181205000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-04-30 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | CC56352486E01435CEB456F227625CF0B1439CEC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EB2737A96B8F377BD085BED9F3BA68158C374A96 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jenifer G Andrasko | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 EMMET STREET SOUTH | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $57,037,455 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALUMNI.VIRGINIA.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1838 | FormationYr |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Activity Or Mission | Build the strongest bond among alumni and between alumni and the University of Virginia while SERVING as the independent voice and perspective of alumni. | ActivityOrMissionDesc |
| Voting Members Governing Body | 39 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 39 | VotingMembersIndependentCnt |
| Total Employee | 108 | TotalEmployeeCnt |
| Total Volunteers | 1921 | TotalVolunteersCnt |
| Total Gross UBI | $660,561 | TotalGrossUBIAmt |
| PY Contributions Grants | $44,091,896 | PYContributionsGrantsAmt |
| CY Contributions Grants | $45,821,423 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,037,264 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,400,033 | CYProgramServiceRevenueAmt |
| PY Investment Income | $591,844 | PYInvestmentIncomeAmt |
| CY Investment Income | $668,554 | CYInvestmentIncomeAmt |
| PY Other Revenue | $330,726 | PYOtherRevenueAmt |
| CY Other Revenue | $411,713 | CYOtherRevenueAmt |
| PY Total Revenue | $51,051,730 | PYTotalRevenueAmt |
| CY Total Revenue | $54,301,723 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $38,061,679 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $55,051,191 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,168,119 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,635,030 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,070,028 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,746,731 | PYOtherExpensesAmt |
| CY Other Expenses | $5,657,404 | CYOtherExpensesAmt |
| PY Total Expenses | $48,976,529 | PYTotalExpensesAmt |
| CY Total Expenses | $67,343,625 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,075,201 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$13,041,902 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $317,075,364 | TotalAssetsBOYAmt |
| Total Assets EOY | $346,772,023 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $96,103,901 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $107,569,983 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $220,971,463 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $239,202,040 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Build the strongest bond among alumni and between alumni and the University of Virginia while serving as the independent voice and perspective of alumni. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $57,905,114 | ExpenseAmt |
| Grant | $55,051,191 | GrantAmt |
| Revenue | $1,301,916 | RevenueAmt |
| Desc | THE ASSOCIATION, THROUGH ITS UVA FUND PROGRAM, SERVES THE UVA. COMMUNITY BY OFFERING FINANCIAL AND ENDOWMENT MANAGEMENT SERVICES. WITH MORE THAN 3,700 ACCOUNTS, THE UVA FUND SERVES IN A COST-EFFICIENT AND EFFECTIVE MANNER APPROXIMATELY 600 STUDENT GRANT PROGRAM ORGANIZATIONS, 200 ALUMNI CLUBS, 13 RELATED FOUNDATIONS, AND HUNDREDS OF ENDOWMENTS AND RESTRICTED ACCOUNTS FOR ORGANIZATIONS AND UNITS ACROSS U.VA. THE ASSOCIATION ALSO MANAGES AND ADMINISTERS NUMEROUS STUDENT SCHOLARSHIPS, AND, THROUGH ITS JEFFERSON TRUST PROGRAM, PROVIDES ANNUAL GRANTS TO PROJECTS THAT ENHANCE THE UNIVERSITY AS A PREEMINENT GLOBAL INSTITUTION OF HIGHER LEARNING. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,472,804 | ExpenseAmt |
| Revenue | $4,554,820 | RevenueAmt |
| Desc | HOMECOMINGS & REUNIONS - THROUGH A SERIES OF EVENTS HELD THROUGHOUT THE YEAR, THE ASSOCIATION WELCOMES THOUSANDS OF ALUMNI BACK TO U.VA. IN MEANINGFUL, OFTEN EDUCATIONAL, WAYS THAT STRENGTHEN THE BOND BETWEEN ALUMNI AND THEIR ALMA MATER. THE STEADILY GROWING REUNIONS WEEKEND BRINGS ALUMNI BACK BASED ON CLASS YEAR, WHILE OTHER REUNIONS GEARED FOR THE YOUNGEST AND OLDEST ALUMNI PROVIDE ADDITIONAL OPPORTUNITIES TO RECONNECT WITH THE UNIVERSITY. ADDITIONAL PROGRAMMING INCLUDES SOCIAL AND EDUCATIONAL EVENTS SURROUNDING FOOTBALL GAMES AND MORE THAN 150 STUDENT EVENTS DESIGNED TO BUILD COMMUNITY AND CLASS IDENTITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,965,037 | ExpenseAmt |
| Revenue | $882,735 | RevenueAmt |
| Desc | ALUMNI COMMUNICATIONS - THE ASSOCIATION IS A VIBRANT CENTER OF COMMUNICATIONS FOR ALUMNI, PARENTS, STUDENTS AND FACULTY, USING A VARIETY OF MEDIA, INCLUDING PRINT, ONLINE, MOBILE, TABLET AND VIDEO. THESE PLATFORMS COMBINE TO PROVIDE TIMELY AND ACCURATE COMMUNICATIONS TO THE ASSOCIATION'S CONSTITUENTS IN THE WAYS THEY CHOOSE TO CONSUME INFORMATION, KEEPING THEM WELL INFORMED AND WELL CONNECTED TO THE UNIVERSITY, AS WELL AS TO ONE ANOTHER. THE ASSOCIATION PUBLISHES THE AWARD-WINNING QUARTERLY UVA MAGAZINE, WHICH IS DISTRIBUTED TO ALL ALUMNI AND STUDENTS. THIS PUBLICATION IS SUPPLEMENTED BY WEBSITES, SOCIAL MEDIA, ELECTRONIC NEWSLETTERS AND VIDEOS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $64,342,955 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 629 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 108 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 39 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 39 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONNA AREHART | PersonNm |
| Phone | 4342439000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ALUMNI HALL | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 229030446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Cory L Alexander | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| E Ross Baird | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Susan K Blank MD | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Clifford W Bogue MD | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Susan P Campbell | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Whittington W Clement | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Raj R Doshi | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Jennifer S Draper | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| John H Harris | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Zena K Howard | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Timothy J Ingrassia | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| N William Jarvis | |||||||||
| Chair | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Meredith B Jenkins | |||||||||
| Vice-Chair | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| J Brady Lum | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Thomas B Mangas | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Ashley T Manning | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Charles W McDaniel | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RIchard T McKinless | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Carolyn P Meade | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Courtney Byrd Metz | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mathias J Paco | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Shannon O Pierce | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Mark A Victor Pinho | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Charles Rotgin Jr | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| James E Rutrough Jr | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Louis A Sarkes Jr | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Puja Seam | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Christian D Searcy | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Elizabeth A Smith | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Julious P Smith Jr | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael C Smith | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| James R Socas | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Karen R Stokes | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Teresa A Sullivan | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| David G Sutton | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BanG H Trinh | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Sheryl W Wilbon | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Patricia B Woodard | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| Amy B Wright | |||||||||
| Board of Managers | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| C Thomas Faulders III | |||||||||
| President & CEO | 40.0 | 0.0 | $411,385 | $0 | $41,466 | Yes (X) | |||
| Donna R Arehart | |||||||||
| VP of Finance | 40.0 | 0.0 | $201,669 | $0 | $42,755 | Yes (X) | |||
| Wayne D Cozart | |||||||||
| VP of Development | 40.0 | 0.0 | $154,101 | $0 | $32,803 | Yes (X) | |||
| Richard Gard | |||||||||
| VP of Communications | 40.0 | 0.0 | $129,142 | $0 | $29,525 | Yes (X) | |||
| Mary C Bass | |||||||||
| Director of Endowment | 40.0 | 0.0 | $128,067 | $0 | $18,359 | Yes (X) | |||
| Jason E Life | |||||||||
| Director of Alumni Engagement | 40.0 | 0.0 | $117,786 | $0 | $38,875 | Yes (X) | |||
| Margaret M Anderson | |||||||||
| Managing Director UVA Fund | 40.0 | 0.0 | $135,133 | $0 | $30,041 | Yes (X) | |||
| Matthew L Brandon | |||||||||
| Director of Ridley Scholarship | 40.0 | 0.0 | $119,077 | $0 | $27,898 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,396,360 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $261,722 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| University of Virginia Investment M | |||||
| PO Box 400215 | Charlottesville | VA | 22904 | Investment Mgmt Fees | $642,098 |
| LANE PRESS | |||||
| PO BOX 130 | BURLINGTON | VT | 05402 | PRINTING PUBLISHER | $424,407 |
| UNIVERSITY OF VIRGINIA | |||||
| PO BOX 400201 | Charlottesville | VA | 22904 | postage/repairs/main | $453,201 |
| Martin Horn | |||||
| 210 Carlton Rd | Charlottesville | VA | 22902 | Construction/Renovat | $449,078 |
| Aramark ServiceMaster | |||||
| 1101 Market St | Philadelphia | PA | 19107 | Repairs/Maintenance | $382,330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,128,337 | MembershipDuesAmt |
| Government Grants | $8,874,835 | GovernmentGrantsAmt |
| All Other Contributions | $35,818,251 | AllOtherContributionsAmt |
| Noncash Contributions | $4,332,953 | NoncashContributionsAmt |
| Total Contributions | $45,821,423 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| UVA Contractual | 900099 | $3,677,357 | $3,677,357 | |
| ADMIN FEES | 900099 | $1,301,916 | $1,301,916 | |
| EVENT REGISTRATION FEES | 900099 | $953,000 | $953,000 | |
| ADVERTISING | 511120 | $722,560 | $61,999 | $660,561 |
| GPS SERVICE FEES | 900099 | $383,406 | $383,406 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $361,794 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $361,794 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,400,033 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $670,682 | TotalRevenueColumnAmt |
| Exclusion | $670,682 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $272,682 | TotalRevenueColumnAmt |
| Exclusion | $272,682 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $139,031 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $139,031 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $139,031 | TotalRevenueColumnAmt |
| Exclusion | $139,031 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,733,604 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,735,732 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$2,128 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,128 | TotalRevenueColumnAmt |
| Exclusion | -$2,128 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,301,723 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,739,472 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $660,561 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,080,267 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,118,205 | TotalAmt |
| Program Services | $54,118,205 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $932,986 | TotalAmt |
| Program Services | $932,986 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $895,570 | TotalAmt |
| Program Services | $337,510 | ProgramServicesAmt |
| Management And General | $337,510 | ManagementAndGeneralAmt |
| Fundraising | $220,550 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,168,007 | TotalAmt |
| Program Services | $3,640,532 | ProgramServicesAmt |
| Management And General | $236,049 | ManagementAndGeneralAmt |
| Fundraising | $291,426 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $486,704 | TotalAmt |
| Program Services | $378,350 | ProgramServicesAmt |
| Management And General | $57,081 | ManagementAndGeneralAmt |
| Fundraising | $51,273 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $733,656 | TotalAmt |
| Program Services | $595,932 | ProgramServicesAmt |
| Management And General | $57,420 | ManagementAndGeneralAmt |
| Fundraising | $80,304 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,093 | TotalAmt |
| Program Services | $280,503 | ProgramServicesAmt |
| Management And General | $33,510 | ManagementAndGeneralAmt |
| Fundraising | $37,080 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,601 | TotalAmt |
| Program Services | $1,740 | ProgramServicesAmt |
| Management And General | $15,861 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $797,595 | TotalAmt |
| Program Services | $707,461 | ProgramServicesAmt |
| Management And General | $90,134 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $651,610 | TotalAmt |
| Management And General | $651,610 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,284 | TotalAmt |
| Program Services | $57,884 | ProgramServicesAmt |
| Management And General | $4,192 | ManagementAndGeneralAmt |
| Fundraising | $22,208 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $533,405 | TotalAmt |
| Program Services | $352,794 | ProgramServicesAmt |
| Management And General | $14,955 | ManagementAndGeneralAmt |
| Fundraising | $165,656 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,875 | TotalAmt |
| Program Services | $74,121 | ProgramServicesAmt |
| Management And General | $433 | ManagementAndGeneralAmt |
| Fundraising | $3,321 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,258 | TotalAmt |
| Program Services | $326,283 | ProgramServicesAmt |
| Management And General | $291,755 | ManagementAndGeneralAmt |
| Fundraising | $58,220 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,586 | TotalAmt |
| Program Services | $39,946 | ProgramServicesAmt |
| Management And General | $5,816 | ManagementAndGeneralAmt |
| Fundraising | $7,824 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,268 | TotalAmt |
| Program Services | $146,191 | ProgramServicesAmt |
| Management And General | $108,941 | ManagementAndGeneralAmt |
| Fundraising | $43,136 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,658 | TotalAmt |
| Program Services | $118,768 | ProgramServicesAmt |
| Management And General | $13,788 | ManagementAndGeneralAmt |
| Fundraising | $13,102 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| ALUMNI AFFAIRS | $1,571,849 | $1,488,934 | $11,587 | $71,328 |
| PRINTING AND PUBLICATIONS | $746,915 | $742,315 | $4,600 | |
| BAD DEBT EXPENSE | $2,500 | $2,500 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,343,625 | TotalAmt |
| Program Services | $64,342,955 | ProgramServicesAmt |
| Management And General | $1,930,642 | ManagementAndGeneralAmt |
| Fundraising | $1,070,028 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,705,850 | BOYAmt |
| EOY | $20,391,073 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,902,949 | BOYAmt |
| EOY | $9,337,240 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,900 | BOYAmt |
| EOY | $193,052 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,832,212 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,883,598 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,017,654 | BOYAmt |
| EOY | $4,948,614 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,916,710 | BOYAmt |
| EOY | $75,808,156 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,085,451 | BOYAmt |
| EOY | $224,855,810 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,277,850 | BOYAmt |
| EOY | $11,238,078 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,075,364 | BOYAmt |
| EOY | $346,772,023 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,498,238 | BOYAmt |
| EOY | $1,520,882 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,605,663 | BOYAmt |
| EOY | $106,049,101 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,103,901 | BOYAmt |
| EOY | $107,569,983 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,464,454 | BOYAmt |
| EOY | $72,554,181 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,043,842 | BOYAmt |
| EOY | $99,651,029 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,463,167 | BOYAmt |
| EOY | $66,996,830 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,971,463 | BOYAmt |
| EOY | $239,202,040 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,075,364 | BOYAmt |
| EOY | $346,772,023 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$13,041,902 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $29,704,341 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,568,138 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,566,951 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,852,619 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,603,153 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,091,896 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,821,423 | CurrentTaxYearAmt |
| Total | $208,936,042 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,566,951 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,852,619 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $41,603,153 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $44,091,896 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,821,423 | CurrentTaxYearAmt |
| Total | $208,936,042 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $208,936,042 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $927,037 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,534,327 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,691,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $915,682 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,082,395 | CurrentTaxYearAmt |
| Total | $6,150,872 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $215,086,914 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $25,755,509 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92609 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $220,971,462 | BeginningYearBalanceAmt |
| Contributions | $44,693,086 | ContributionsAmt |
| Investment Earnings Or Losses | $29,721,285 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,940,083 | GrantsOrScholarshipsAmt |
| Other Expenditures | $47,243,710 | OtherExpendituresAmt |
| End Year Balance | $239,202,040 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $223,067,962 | BeginningYearBalanceAmt |
| Contributions | $42,719,535 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,202,011 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,740,351 | GrantsOrScholarshipsAmt |
| Other Expenditures | $32,873,673 | OtherExpendituresAmt |
| End Year Balance | $220,971,462 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $206,154,138 | BeginningYearBalanceAmt |
| Contributions | $40,359,031 | ContributionsAmt |
| Investment Earnings Or Losses | $19,474,539 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,071,897 | GrantsOrScholarshipsAmt |
| Other Expenditures | $35,847,849 | OtherExpendituresAmt |
| End Year Balance | $223,067,962 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $176,154,962 | BeginningYearBalanceAmt |
| Contributions | $40,664,754 | ContributionsAmt |
| Investment Earnings Or Losses | $39,000,571 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,126,569 | GrantsOrScholarshipsAmt |
| Other Expenditures | $42,539,580 | OtherExpendituresAmt |
| End Year Balance | $206,154,138 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $162,333,224 | BeginningYearBalanceAmt |
| Contributions | $34,346,629 | ContributionsAmt |
| Investment Earnings Or Losses | $25,064,096 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,420,213 | GrantsOrScholarshipsAmt |
| Other Expenditures | $39,168,774 | OtherExpendituresAmt |
| End Year Balance | $176,154,962 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.30330 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.28010 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.41660 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $112,388 | OtherCostOrOtherBasisAmt |
| Book Value | $112,388 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,012,229 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,670,881 | DepreciationAmt |
| Book Value | $3,341,348 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,031,975 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,128,971 | DepreciationAmt |
| Book Value | $903,004 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $675,620 | OtherCostOrOtherBasisAmt |
| Depreciation | $83,746 | DepreciationAmt |
| Book Value | $591,874 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,948,614 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (9 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LONG/SHORT EQUITY | $52,719,397 | F |
| REAL ESTATE | $14,918,819 | F |
| CREDIT | $44,815,742 | F |
| RESOURCES | $17,654,584 | F |
| CASH & ACCRUALS | $6,234,495 | F |
| BUYOUT | $15,584,395 | F |
| VENTURE CAPITAL | $11,664,329 | F |
| BONDS | $46,191,171 | F |
| GROWTH EQUITY | $15,072,878 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $224,855,810 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| RELATED ORGANIZATIONS | $103,082,921 |
| OTHER LIABILITIES | $1,034,968 |
| ANNUITY & LIFE INCOME OBLIGATI | $1,931,212 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $106,049,101 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $84,922,592 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $29,704,341 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,568,138 | OtherRevenueAmt |
| Revenue Not Reported | $31,272,479 | RevenueNotReportedAmt |
| Revenue Subtotal | $53,650,113 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $651,610 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $651,610 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $54,301,723 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $66,692,015 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $66,692,015 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $651,610 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $651,610 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $67,343,625 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form Sch D Part V Line 4 | The Association's endowments consist of approximately 3,400 individual funds established for a variety of purposes in furtherance of the association's mission, including both donor-restricted endowment funds, term endowments, and funds designated by the Board to function as endowments. The endowments support specific programs, scholarships, student activites, and University-related organizations. |
| FORM SCH D PART X LINE 2 | THE ASSOCIATION IS EXEMPT FROM FEDERAL INCOME TAXES AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE) AND CLASSIFIED AS A PUBLIC CHARITY UNDER 509(A)(1) OF THE CODE. THE ASSOCIATION IS REQUIRED TO RECOGNIZE THE EFFECT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN BASED ON A 'MORE LIKELY' THAN NOT OF BEING SUSTAINED BY A TAXING AUTHORITY THRESHOLD. THE ASSOCIATION DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS REQUIRED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. |
| Schedule D, Part XI | Part XI, Line 2D Amount Represents Change in fair value of beneficial interests in trusts $ 1,533,951 Change in value of trusts and annuities $ 34,187 TOTAL: $ 1,568,138 |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|
| East Asia and the Pacific | Program Services | Student research & aid | $5,038 |
| Europe (Including Iceland and Greenland) | Program Services | Student research & aid | $66,681 |
| North America | Program Services | Student research & aid | $4,055 |
| South Asia | Program Services | Student research & aid | $887 |
| Sub-Saharan Africa | Program Services | Student research & aid | $52,877 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $129,538 | SubtotalSpentAmt |
| Total Spent | $129,538 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form Sch F Part I | FormAndLineReferenceDesc |
| Explanation | THE UVA FUND PROVIDES FUNDS FOR AN EXTENSIVE RANGE OF MULTIDISCIPLINARY WORK REFLECTING INTERNATIONAL INTERESTS. THESE FUNDS PROMOTE THE ENGAGEMENT OF FACULTY AND STUDENTS IN THE DEVELOPMENT OF MULTIDISCIPLINARY SCHOLARSHIP AND RESEARCH PROJECTS THAT address equal and social justice, SUSTAINABLE ECONOMIC DEVELOPMENT, PUBLIC HEALTH, GLOBAL INTERCONNECTION, AND PUBLIC SERVICE. FUNDS ARE USED TO PAY FOR SPEAKERS, TRAVEL AND HANDS-ON LEARNING OPPORTUNITIES FOR STUDENTS AND FACULTY. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF VIRGINIA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40229 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 546001796 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $54,118,205 | CashGrantAmt |
| Purpose Of Grant | STUDENT, FACULTY AND PROGRAM SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | MINORITY & OTHER SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 170 | RecipientCnt |
| Cash Grant | $932,986 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| UVA Fund | The UVA Fund serves the University community with financial and endowment management services, scholarship administration, donor stewardship, grant assistance and emergency student loans. |
| Form Sch I | THE ASSOCIATION, THROUGH ITS UVA FUND PROGRAM, MANAGES HUNDREDS OF ENDOWMENTS, SCHOLARSHIPS AND RESTRICTED ACCOUNTS FOR ORGANIZATIONS AND UNITS ACCROSS THE UNIVERSITY COMMUNITY. DETAILED RECORDS OF ALL GIFTS, SCHOLARSHIPS AND ENDOMWENT FUNDS RECEIVED BY THE ASSOCIATION ARE PERMANENTLY FILED AND MAINTAINED. THE ACCOUNTING SOFTWARE UTILIZED BY THE UVA FUND PROVDIES AN ACCURATE AND DETAILED HISTORY OF ALL ENDOWMENT FUNDS BY ACCOUNT BALANCE AND GRANTS MADE. ALL GRANT REQUESTS ARE REVIEWED BY MANAGEMENT PRIOR TO PAYMENT TO ENSURE THAT THEY MATCH THE FUND'S PURPOSE, CONFORM TO THE DONOR'S ORIGINAL INTENT AND THAT ALL RESTRICTIONS ARE MET. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| C Thomas Faulders III | ||||||||||||||
| President & CEO | $292,500 | $0 | $75,703 | $0 | $43,182 | $0 | $26,500 | $0 | $14,966 | $0 | $452,851 | $0 | $0 | $0 |
| Donna R Arehart | ||||||||||||||
| VP of Finance | $175,706 | $0 | $4,132 | $0 | $21,831 | $0 | $26,488 | $0 | $16,267 | $0 | $244,424 | $0 | $0 | $0 |
| Wayne D Cozart | ||||||||||||||
| VP of Development | $138,387 | $0 | $3,765 | $0 | $11,949 | $0 | $26,518 | $0 | $6,285 | $0 | $186,904 | $0 | $0 | $0 |
| Richard Gard | ||||||||||||||
| VP of Communications | $119,305 | $0 | $1,305 | $0 | $8,532 | $0 | $14,000 | $0 | $15,525 | $0 | $158,667 | $0 | $0 | $0 |
| Jason E Life | ||||||||||||||
| Director of Alumni Engagement | $113,921 | $0 | $3,672 | $0 | $193 | $0 | $20,328 | $0 | $18,547 | $0 | $156,661 | $0 | $0 | $0 |
| Margaret M Anderson | ||||||||||||||
| Managing Director UVA Fund | $131,316 | $0 | $3,372 | $0 | $445 | $0 | $23,251 | $0 | $6,790 | $0 | $165,174 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J Part I, Line 1 | FormAndLineReferenceDesc |
| Explanation | FARMINGTON COUNTRY CLUB DUES: THE ALUMNI ASSOCIATION PROVIDES THE PRESIDENT AND CEO WITH A MEMBERSHIP TO THE FARMINGTON COUNTRY CLUB. FARMINGTON IS A SOCIAL CLUB USED BY THE EMPLOYEE FOR BUSINESS AND RECREATIONAL USE. THIS IS CONSIDERED FULLY TAXABLE AND IS THEREFORE INCLUDED IN THE EMPLOYEES TAXABLE WAGES FOR THE YEAR. GREENCROFT COUNTRY CLUB DUES: THE ALUMNI ASSOCIATION PROVIDES THE PRESIDENT AND CEO WITH A MEMBERSHIP TO THE GREENCROFT COUNTRY CLUB. HOWEVER, THIS CLUB IS USED FOR BUSINESS PURPOSES ONLY (BOARD DINNERS) AND IS NOT CONSIDERED TAXABLE TO THE EMPLOYEE. SOCIAL CLUB DUES ALLOWANCE: DONNA AREHART AND MOLLY BASS BOTH RECEIVE $208.32 PER MONTH IN CLUB DUES ALLOWANCE. THIS IS FULLY TAXABLE AND INCLUDED IN THEIR W-2 WAGES. INTRAMURAL SPORTS MEMBERSHIP: THE ALUMNI ASSOCIATION PROVIDES AN INTRAMURAL-RECREATIONAL SPORTS MEMBERSHIP TO ANY EMPLOYEE WISHING TO JOIN. THIS MEMBERSHIP ALLOWS THE EMPLOYEE TO UTILIZE ALL UNIVERSITY RECREATION FACILITIES AND COSTS $410 PER EMPLOYEE. MEMBERSHIP IS AVAILABLE TO ALL MEMBERS OF THE UNIVERSITY COMMUNITY. EMPLOYEES ARE NOT TAXED ON THE VALUE OF THE SPORTS MEMBERSHIP BECAUSE THE ATHLETIC FACILITIES ARE LOCATED ON UNIVERSITY PREMISES AND OPERATED BY THE UNIVERSITY. THE USE OF THE FACILITIES PASS IS LIMITED TO THE EMPLOYEE ONLY AND IS NOT AVAILABLE TO FAMILY MEMBERS. [I.R.C. SEC. 132(I)(4)] The Alumni Association pays for social club dues for the following employees: 1. Tom Faulders - $7,296 2. Donna Arehart -$2,500 | ExplanationTxt |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 634 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,724,532 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | HORSES | 39 | $1,422,400 | FMV |
| Yes (X) | OTHER | 100 | $186,021 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 9 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Form Sch M Part I Line 32b | FormAndLineReferenceDesc |
| Explanation | The Alumni Association uses independent agents and brokers to sell and process gifts of securities. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Governing Body Delegation of BOARD Authority | Form 990, Part VI, line 1a In accordance with Article X, Section 1 of the Association's Corporate Bylaws, the Board of Managers may create an Executive Committee and shall appoint Managers to serve on it. The committee shall have two or more members, with a majority of the committee membership consisting of Managers, and all of whom shall serve at the pleasure of the Board. The current Executive Committee consists of 17 members, all of which are voting Managers of the Board. Pursuant to Article II, Section 2 of the Corporate Bylaws, the Executive Committee of the Board of Managers is empowered to act on any matters between regular Board meetings with the following exceptions: The Executive Committee may not (i) fill vacancies on the Board or on any of its committees; (ii) amend the Articles of Incorporation; (iii) adopt, amend or repeal these Bylaws; (iv) approve a plan of merger or consolidation; (v) approve the sale, lease or exchange, or the mortgage, pledge or other disposition of all, or substantially all, of the property and assets of the Association; or (vi) approve revocation of voluntary dissolution proceedings. |
| 990 REVIEW PROCESS | Form 990 Part VI Line 11b A COPY OF THE FORM 990 IS PROVIDED TO THE ALUMNI ASSOCIATION'S BOARD OF MANAGERS FOR REVIEW. IN ADDITION, THE 990 HAS BEEN REVIEWED BY MANAGEMENT AND THE ASSOCIATION'S INDEPENDENT ACCOUNTING FIRM KPMG. THE RETURN IS FURTHER REVIEWED AND DISCUSSED DURING THE AUDIT COMMITTEE SESSION OF THE SPRING BOARD OF MANAGERS MEETING. THE 990 IS FILED SUBSEQUENT TO THE COMPLETION OF ALL LEVELS OF REVIEW. |
| CONFLICT OF INTEREST POLICY | Form 990 Part VI Line 12c ANNUALLY, EACH MEMBER OF THE BOARD OF MANAGERS FILES WITH THE EXECUTIVE DIRECTOR A CONFLICT OF INTEREST DISCLOSURE STATEMENT. IN ADDITION, THIS STATEMENT IS FILED BY FUTURE MEMBERS OF THE BOARD OF MANAGERS AT THE TIME OF THEIR ELECTION. A CONFLICT OR POTENTIAL CONFLICT OF INTEREST IS CONSIDERED TO EXIST IF THE MEMBER OR A MEMBER'S DEPENDENT HAS ANY RELATIONSHIP, INTEREST, OR SITUATION WHICH MIGHT INDICATE A DUALITY OF LOYALTY OR INTEREST. IF A CONFLICT EXISTS, THE MEMBER IS ASKED TO IDENTIFY THE SPECIFIC CONFLICT. ANY MEMBER OF THE BOARD HAVING A CONFLICT OF INTEREST IN CONNECTION WITH ANY MATTER BEFORE THE BOARD SHALL SO INDICATE AT THE TIME AND SHALL NOT TAKE PART IN ANY VOTE WITH RESPECT TO SUCH MATTER. THE MINUTES OF THE MEETING SHALL REFLECT ANY SUCH DISCLOSURE AND ABSTENTION FROM VOTING. IF CONFIDENTIAL INFORMATION WILL BE PRESENTED OR DISCUSSED, THE MEMBER OF THE BOARD WITH THE CONFLICT WILL BE EXPECTED TO EXCUSE HIMSELF/HERSELF DURING THAT PORTION OF THE MEETING. Form 990 Part VI Lines 13 & 14 The Association has employed various internal practices regarding document retention with regard to all its financial records. In addition, practices have been in place to encourage those with any knowledge of the possible misuse of donor/client funds to promptly contact appropriate independent parties to address such matters, including the Audit Committee Chair. Each of these existing practices is being formalized into written policy directives to be reviewed and adopted by the Board of Managers. The Association anticipates that a formal whistle blower policy will be adopted by the Board during fiscal year 2018, and an organization-wide document retention and destruction policy will be adopted and in place during fiscal year 2019. |
| EXECUTIVE COMPENSATION PROCESS | Form 990 Part VI LINES 15A & 15B THE EXECUTIVE COMPENSATION PROGRAM AT THE ALUMNI ASSOCIATION OF THE UNIVERSITY OF VIRGINIA (THE ASSOCIATION) IS DESIGNED TO ALIGN THE INTERESTS OF EXECUTIVE OFFICERS WITH THEIR PERFORMANCE. THIS PROGRAM IS BASED ON A PHILOSOPHY THAT THE TOTAL COMPENSATION PACKAGE MUST BE COMPETITIVE WITH SIMILAR POSITIONS IN THE INDUSTRY IN ORDER TO ATTRACT AND RETAIN EXECUTIVE TALENT. THE COMPENSATION COMMITTEE (COMMITTEE) OF THE ASSOCIATIONS BOARD OF MANAGERS IS RESPONSIBLE FOR OVERSIGHT AND ADMINISTRATION OF THE EXECUTIVE COMPENSATION PROGRAM. THE COMMITTEE RETAINS A PROFESSIONAL CONSULTANT TO PROVIDE AN INTERMEDIATE SANCTIONS REVIEW OF THE PRESIDENT AND FIVE HIGHEST PAID POSITIONS AND A MARKET VALUE ANALYSIS OF ALL OTHER MAJOR JOB DESCRIPTIONS ON A TRIENNIAL BASIS. SALARY AND OTHER BENEFITS ARE BENCHMARKED AGAINST THE COMPENSATION PAID TO OFFICERS AND UPPER MANAGEMENT IN COMPARABLE, HIGH-PERFORMING COMPANIES WITH SIMILAR RESPONSIBILITIES. THIS PROFESSIONAL REVIEW WAS LAST PERFORMED IN FISCAL YEAR 2016-17. THE COMPENSATION COMMITTEE DOCUMENTS THE DELIBERATION AND ALL DECISIONS MADE DURING ITS ANNUAL MEETING. |
| DISCLOSURE | Form 990 Part VI Line 19 THE ASSOCIATION DOES NOT MAKE ITS GOVERNING DOCUMENTS or CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. THE ASSOCIATION DOES MAKE ITS FINANCIAL STATEMENTS, FORM 990, AND FORM 990-T AVAILABLE TO THE PUBLIC ON ITS OWN WEBSITE. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 9 Change in Fair Value of Beneficial Interests in Trusts $1,533,951 Change in Value of Trusts & Annuities $ 34,187 ------------ TOTAL $1,568,138 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JEFFERSON TRUST FOR THE UNIV OF VA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 EMMET STREET SOUTH | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22903 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | GRANT PROGRAM | PrimaryActivitiesTxt |
| Legal Domicile State | VA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FARQUHAR DAVID TUA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 400314 | AddressLine1Txt |
| City | CHARLOTTESVILLE | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22904 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946402196 | EIN |
| Primary Activities | MANAGEMENT | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UVA ALUMNI ASSN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | Trust | EntityTypeTxt |
| Share Of Total Income | $31,459 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $0 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (true) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
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