UNIVERSITY OF VIRGINIA ALUMNI ASSOCIATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF VIRGINIA ALUMNI ASSOCIATION (EIN 54-0485595)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-04-21
- IRS object ID
- 201101119349300315
- Schema version
- 2009v1.7
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-21T14:02:58-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1676 International Drive | AddressLine1 |
| City | McLean | City |
| State | VA | State |
| ZIP Code | 22102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 540485595 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Virginia Alumni Association | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 4342439000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 400314 | AddressLine1 |
| City | Charlottesville | City |
| State | VA | State |
| ZIP Code | 22904 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONNA R AREHART | Name |
| Title | SECRETARY-TREASURER | Title |
| Date Signed | 2011-04-21 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT SHERMAN KPMG 703-286-8398 | Name |
| Phone | 7032868000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | C Thomas Faulders III | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 Emmet St S | AddressLine1 |
| City | CHARLOTTESVILLE | City |
| State | VA | State |
| ZIP Code | 22903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 32199093 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.alumni.virginia.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1838 | YearFormation |
| State Legal Domicile | VA | StateLegalDomicile |
| Activity Or Mission Description | To develop, strengthen, and utilize the bonds of interest, sympathy and affection existing between the University of Virginia and its alumni and among the alumni themselves | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 36 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 36 | NbrIndependentVotingMembers |
| Total Nbr Employees | 86 | TotalNbrEmployees |
| Total Nbr Volunteers | 1200 | TotalNbrVolunteers |
| Total Gross UBI | 668300 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 26216 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 29345335 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 26232449 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5035863 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4715706 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 909496 | InvestmentIncomePriorYear |
| Investment Income Current Year | 871791 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1018970 | OtherRevenuePriorYear |
| Other Revenue Current Year | 309864 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 36309664 | TotalRevenuePriorYear |
| Total Revenue Current Year | 32129810 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 14599459 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 30769488 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4160434 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4188405 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 393117 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4775300 | OtherExpensePriorYear |
| Other Expenses Current Year | 4340525 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 23535193 | TotalExpensesPriorYear |
| Total Expenses Current Year | 39298418 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 12774471 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -7168608 | RevenuesLessExpensesCY |
| Total Assets BOY | 170318517 | TotalAssetsBOY |
| Total Assets EOY | 191963073 | TotalAssetsEOY |
| Total Liabilities BOY | 65371459 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 75598676 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 104947058 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 116364397 | NetAssetsOrFundBalancesEOY |
| Mission Description | The purpose of the Association is to provide services to all alumni of the UVA. The Association seeks to create a strong and collaborative alumni engagement program that wil enhance the UVA's ability to build and maintain ties with a diverse alumni community. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 31719115 | Expense |
| Grants | 30769488 | Grants |
| Revenue | 536838 | Revenue |
| Description | Grant Program - The Association disburses gifts, raised and received, and allocates funds to U.Va. and University-related organizations. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2249106 | Expense |
| Revenue | 742624 | Revenue |
| Description | Homecomings & Reunions - The Association sponsors group activities and events at other locations for the benefit of the alumni and U.Va. and sponsors awards to faculty, etc. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1331043 | Expense |
| Revenue | 632450 | Revenue |
| Description | The Virginia Magazine - The Association publishes a quarterly magazine that is mailed as a hard copy to parents, alumni and faculty, and as an electronic copy to students. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1693799 | Expense |
| Revenue | 302147 | Revenue |
| Description | Other program services | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1693799 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 302147 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 36993063 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 312 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 86 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 36 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 36 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | AK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | AR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CO | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | DC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | HI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | ME | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | MS | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NH | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NJ | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OK | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | OR | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | RI | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | SC | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | TN | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | UT | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | WI | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DONNA AREHART | NamePerson |
| Telephone Number | 4342439000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ALUMNI HALL | AddressLine1 |
| City | CHARLOTTESVILLE | City |
| State | VA | State |
| ZIP Code | 229030446 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (39 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ALEXANDER B HUME | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| ALAN Y ROBERTS | |||||||
| VICE-CHAIRMAN | 1.0 | X | 0 | 0 | 0 | ||
| ALEXANDRA ARRIAGA | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| WILLIAM F BLUE JR | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| TERESA A BRYCE | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| DONNA L BYRD | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| ANN H TAYLOR | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| MARGARET H CHANG | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| ATIIM K BARBER | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| STEPHEN S CRAWFORD | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| ELIZABETH P FOSTER | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| JOHN L CASTEEN III | |||||||
| EX-OFFICIO BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| LISA O GARDNER | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| PETER M GRANT II | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| CHRISTINE P GUSTAFSON | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| VICTORIA D HARKER | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| GLYNN D KEY | |||||||
| EX-OFFICIO BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| TIMOTHY G OSHEA | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| NOREEN L POULSON | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| RICHARD C KELLOGG JR | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| BRYANT L STITH | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| MICHELE T TARBET | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| SANDRA W LEWIS | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| JULIE G LYNN | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| BYRON F MARCHANT | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| DEANNE E MAYNARD | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| STEPHEN A RIDDICK | |||||||
| CHAIRMAN | 1.0 | X | 0 | 0 | 0 | ||
| REGINALD E RUTLEDGE JR | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| TODD R SCHNUCK | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| D FRENCH SLAUGHTER III | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| E ARMISTEAD TALMAN MD | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| MARY M WATSON | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| PHOEBE L YANG | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| OWEN D GRIFFIN JR | |||||||
| BOARD OF MANAGERS | 1.0 | X | 0 | 0 | 0 | ||
| DONNA R AREHART | |||||||
| SECRETARY/TREASURER | 40.0 | 168898 | 0 | 34406 | X | ||
| C THOMAS FAULDERS III | |||||||
| PRESIDENT | 40.0 | 307186 | 0 | 33085 | X | ||
| WAYNE D COZART | |||||||
| Vice President of Development | 40.0 | 127853 | 0 | 24062 | X | ||
| MARY C BASS | |||||||
| Director of Endowments | 40.0 | 111917 | 0 | 22165 | X | ||
| ROBERT VICCELLIO | |||||||
| Vice President of Communicatio | 40.0 | 114696 | 0 | 32943 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 830550 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 146661 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| THE LANE PRESS INCORPORATED | |||||
| PO BOX 130 | BURLINGTON | VT | 054020130 | PRINTING | 182697 |
| ARAMARK SERVICE MASTER | |||||
| UNIVERSITY OF VIRGINIA | CHARLOTTESVILLE | VA | 22903 | FACILITY MANAGEMENT | 316893 |
| CULPEPER STAR EXPONENT | |||||
| PO BOX 111 | CULPEPER | VA | 22701 | PRINTING | 209457 |
| BRW Architects | |||||
| 112 Fourth Street NE | Charlottesville | VA | 22902 | Architecture | 214653 |
| COMMUNITY COUNSELING SERVICE CTR L | |||||
| 3349 Hwy 138 Bldg C Ste D | Wall | NJ | 07719 | Counseling | 183000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 17 | NumberOfContractorsGT100K |
| Membership Dues | 1357507 | MembershipDues |
| All Other Contributions | 24874942 | AllOtherContributions |
| Noncash Contributions | 2940909 | NoncashContributions |
| Total Contributions | 26232449 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| UVA CONTRACTUAL SERVICES | 900099 | 2308388 | 2308388 | |
| GRANTS | 900099 | 58000 | 58000 | |
| ADMIN. SVC. FEE | 900099 | 536838 | 536838 | |
| COMMISSIONS | 900099 | 133054 | 133054 | |
| ADVERTISING | 541700 | 632450 | 32924 | 599526 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1046976 | TotalRevenueColumn |
| Related Or Exempt Function Income | 969074 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 77902 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4715706 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 941074 | TotalRevenueColumn |
| Unrelated Business Revenue | -9128 | UnrelatedBusinessRevenue |
| Exclusion | $950,202 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 309864 | TotalRevenueColumn |
| Exclusion | $309,864 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 69283 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -69283 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -69283 | TotalRevenueColumn |
| Exclusion | -$69,283 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 32129810 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4038278 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 668300 | UnrelatedBusinessRevenue |
| Exclusion | $1,190,783 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30769488 | Total |
| Program Services | 30769488 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 527214 | Total |
| Program Services | 210070 | ProgramServices |
| Management And General | 206724 | ManagementAndGeneral |
| Fundraising | 110420 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2731171 | Total |
| Program Services | 2297699 | ProgramServices |
| Management And General | 355330 | ManagementAndGeneral |
| Fundraising | 78142 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 328059 | Total |
| Program Services | 164674 | ProgramServices |
| Management And General | 145566 | ManagementAndGeneral |
| Fundraising | 17819 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 392265 | Total |
| Program Services | 305650 | ProgramServices |
| Management And General | 71256 | ManagementAndGeneral |
| Fundraising | 15359 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 209696 | Total |
| Program Services | 167924 | ProgramServices |
| Management And General | 27107 | ManagementAndGeneral |
| Fundraising | 14665 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93912 | Total |
| Program Services | 60462 | ProgramServices |
| Management And General | 33450 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83506 | Total |
| Management And General | 83506 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 464207 | Total |
| Program Services | 0 | ProgramServices |
| Management And General | 464207 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70856 | Total |
| Program Services | 69416 | ProgramServices |
| Management And General | 1348 | ManagementAndGeneral |
| Fundraising | 92 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230971 | Total |
| Program Services | 139575 | ProgramServices |
| Management And General | 69920 | ManagementAndGeneral |
| Fundraising | 21476 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43670 | Total |
| Program Services | 21037 | ProgramServices |
| Management And General | 21894 | ManagementAndGeneral |
| Fundraising | 739 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 529157 | Total |
| Program Services | 232508 | ProgramServices |
| Management And General | 254659 | ManagementAndGeneral |
| Fundraising | 41990 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31934 | Total |
| Program Services | 29699 | ProgramServices |
| Management And General | 1742 | ManagementAndGeneral |
| Fundraising | 493 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 359442 | Total |
| Program Services | 190287 | ProgramServices |
| Management And General | 134951 | ManagementAndGeneral |
| Fundraising | 34204 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72440 | Total |
| Program Services | 56271 | ProgramServices |
| Management And General | 11629 | ManagementAndGeneral |
| Fundraising | 4540 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SPECIAL EVENTS | 1413188 | 1394779 | 18409 | 0 |
| PRINTING AND PUBLICATIONS | 942242 | 883524 | 5540 | 53178 |
| UNRELATED BUSINESS INCOME TAX | 5000 | 0 | 5000 | 0 |
| ESTIMATED PAYMENT |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39298418 | Total |
| Program Services | 36993063 | ProgramServices |
| Management And General | 1912238 | ManagementAndGeneral |
| Fundraising | 393117 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21142995 | BOY |
| EOY | 21674769 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4900684 | BOY |
| EOY | 5441205 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Accounts Receivable | AccountsReceivable |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143284 | BOY |
| EOY | 101856 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 8352435 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4503675 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4139140 | BOY |
| EOY | 3848760 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41961294 | BOY |
| EOY | 48104046 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97680644 | BOY |
| EOY | 112416157 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 350476 | BOY |
| EOY | 376280 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170318517 | BOY |
| EOY | 191963073 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 613920 | BOY |
| EOY | 962963 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64757539 | BOY |
| EOY | 74635713 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65371459 | BOY |
| EOY | 75598676 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38572915 | BOY |
| EOY | 42915014 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43133797 | BOY |
| EOY | 46644303 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23240346 | BOY |
| EOY | 26805080 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104947058 | BOY |
| EOY | 116364397 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 170318517 | BOY |
| EOY | 191963073 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40468469 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 45472277 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32847693 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29400335 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26232449 | CurrentTaxYear |
| Total | 174421223 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 40468469 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 45472277 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32847693 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 29400335 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26232449 | CurrentTaxYear |
| Total | 174421223 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 174421223 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 736316 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1742047 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1008923 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 920063 | CurrentTaxYearMinus1Year |
| Current Tax Year | 941074 | CurrentTaxYear |
| Total | 5348423 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5075860 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1662492 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3857832 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5035863 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5025570 | CurrentTaxYear |
| Total | 20657617 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 200427263 | TotalSupport |
| Gross Receipts From Admissions Etc | 6819990 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.87025 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.89270 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 104947058 | BeginningOfYearBalance |
| Contributions | 23843826 | Contributions |
| Investment Earnings Or Losses | 19074343 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 32036585 | GrantsOrScholarships |
| Other Expenditures | 535752 | OtherExpenditures |
| End Of Year Balance | 115292890 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 130068977 | BeginningOfYearBalance |
| Contributions | 27281650 | Contributions |
| Investment Earnings Or Losses | -35572968 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 15420708 | GrantsOrScholarships |
| Other Expenditures | 1409893 | OtherExpenditures |
| End Of Year Balance | 104947058 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.37000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.23000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.40000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Land | Land |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5985875 | OtherCostOrOtherBasis |
| Depreciation | 3457545 | Depreciation |
| Book Value | 2528330 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1136630 | OtherCostOrOtherBasis |
| Depreciation | 661244 | Depreciation |
| Book Value | 475386 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1229930 | OtherCostOrOtherBasis |
| Depreciation | 384886 | Depreciation |
| Book Value | 845044 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3848760 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (7 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PRIVATE EQUITY | 26273721 | F |
| LONG/SHORT EQUITY | 36454960 | F |
| REAL ESTATE | 5642828 | F |
| CREDIT | 8345497 | F |
| ABSOLUTE RETURN | 13945112 | F |
| RESOURCES | 9994986 | F |
| CASH AND ACCRUALS | 11759053 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 112416157 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RELATED ORGANIZATIONS | $67,228,755 |
| OTHER LIABILITIES | $403,770 |
| ANNUITY & LIFE OBLIGATIONS | $3,534,201 |
| PAYABLE TO PRIME BROKER | $36,955 |
| SECURITIES: SHORT POSITIONS | $3,248,961 |
| PAYABLE UNDER REPURCHASE AGREE | $183,071 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 74635713 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FIN 48 FOOTNOTE | SCHEDULE D FIN 48 FOOTNOTE | The Association is required to recognize a tax position taken or expected to be taken on a tax return based on a 'more-likely than-not" threshold. This applies to positions taken or expected to be taken on a tax return. The Assocation does not believe its consolidated financial statements include any uncertain tax positions. |
| INTENDED USE OF ENDOWMENT FUNDS | SCHEDULE D, PART V | The Association's endowments consist of approximately 3,010 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. |
| Schedule D, Part XII, Line 2d | Change in value of trusts & annuities - (1,409,893) Revenues reported by JSF - (34,555,966) Change in value of swap reported by JSF - (1,666,331) Totals (37,632,190) | |
| Schedule D, Part XIII, Line 4b | JSF Investment Expenses - Current year amount? |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | University of Virginia | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Box 400229 | AddressLine1 |
| City | Charlottesville | City |
| State | VA | State |
| ZIP Code | 229044229 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 546001796 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 30769488 | AmountOfCashGrant |
| Purpose Of Grant | Provide assistance to the Unvirsity of Virginia t | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | U.Va Fund | Identifier |
| Return Reference | Schedule I, Part I | ReturnReference |
| Explanation | The UVa. Fund serves the University community with financial management and banking services, processing of donations and providing emergency loans and assistance to students. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DONNA R AREHART | |||||||||||||
| 151768 | 0 | 6130 | 0 | 11000 | 0 | 23790 | 0 | 10616 | 0 | 203304 | 0 | 0 | 0 |
| C THOMAS FAULDERS III | |||||||||||||
| 250000 | 0 | 35150 | 0 | 22036 | 0 | 23500 | 0 | 9585 | 0 | 340271 | 0 | 0 | 0 |
| WAYNE D COZART | |||||||||||||
| 114975 | 0 | 4378 | 0 | 8500 | 0 | 23070 | 0 | 992 | 0 | 151915 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule J Supplemental Information | Identifier |
| Explanation | Schedule J, Part I, Line 1 Health or Social Club Dues The Alumni Association pays for health club dues and social club dues for the following employees: 1. Tom Faulders - Health Club $0 Social Club Dues $6,036 2. Donna Arehart - Health Club $325 Social Club Dues $2,500 3. Wayne Cozart - Health Club $325 Social Club Dues $0 4. Robert Viccellio - Health Club $325 Social Club Dues $0 5. Molly Bass - Health Club $0 Social Club Dues $2,500 Schedule J, Part I, Line 7 Incentive Compensation The University of Virginia Alumni Association annually distributes incentives based on three criteria for the organization as a whole. The criteria is as follows; the employee's own performance level for the year, the percentage of goals met by the employee's department, and the percentage of goals met by the Alumni Association as a whole. Each criteria is weighted based on the employee's level in the organization. The level of Vice Presidents receives an equal weighting in each of the criteria areas. The incentive plan is not a contractual obligation for any employee within the Alumni Association. | Explanation |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 335 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1867038 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Horses | 17 | 1039103 | appraisal |
| X | Other | 28 | 34768 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 6 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | 32a | Identifier |
| Return Reference | Schedule M, Line 32a | ReturnReference |
| Explanation | The Alumni Association uses independent agents and brokers to sell and process gifts of securities. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Conflict of Interest Policy | FORM 990, PART VI, LINE 12 | 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 TO, OR DISCUSSED BY, THE MEMBER OF THE BOARD WITH THE CONFLICT WILL BE EXPECTED TO EXCUSE HIMSELF/HERSELF DURING THAT PORTION OF THE MEETING. |
| 990 Review Process | FORM 990, PART VI, LINE 11 | 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. |
| Disclosure | FORM 990, PART VI, LINE 19 | THE ASSOCIATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE ASSOCIATION DOES MAKE ITS FORM 990 AND 990-T AVAILABLE TO THE PUBLIC. |
| Other Program Services | FORM 990, PART III, OTHER PROGRAM SERVICES | ALUMNI RELATIONS - THE ASSOCIATION PROVIDES A BROAD DEPTH OF ALUMNI PROGRAMMING INCLUDING CAREER SERVICES, SPECIALIZED SERVICES FOR ALUMNI INTEREST GROUPS, AND ALUMNI RELATIONS THAT ARE TARGETED TO BUILD A STRONG BOND BETWEEN THE UNIVERSITY OF VIRGINIA AND ITS ALUMNI. |
| Executive Compensation Process | FORM 990, PART VI, LINE 15 | The Board of the Alumni Association includes an independent Compensation Committee that is charged with the review of the officer's compensation and benefit package. The compensation committee contemporaneously documents the deliberation and decision in minutes before approving the compensation and benefit packages. Management and key official compensation is reviewed by the Association's President. Compensation reviews include the comparison of comparable data from similar organizations, and a compensation consultant is used during the process. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFERSON SCHOLARS FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 112 Clarke Court | AddressLine1 |
| City | Charlottesville | City |
| State | VA | State |
| ZIP Code | 22903 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311755873 | EIN |
| Primary Activities | Scholarships | PrimaryActivities |
| Legal Domicile State | VA | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 7 | PublicCharityStatus |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
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