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Nonprofiteer
← UNIVERSITY OF LYNCHBURG

Form 990 for tax year 2023

Filed by UNIVERSITY OF LYNCHBURG.

Totals

Total revenue
$108,466,703
Total expenses
$112,240,024
Contributions and grants received
$6,247,057
Grants paid
$31,832,027
Program service revenue
$92,606,205
Investment income
$9,541,356
Other revenue
$72,085
Total assets, end of year
$258,846,950
Total liabilities, end of year
$66,054,658
Net assets or fund balances, end of year
$192,792,292
Program services expenses (Part IX)
$98,211,202
Management and general expenses
$12,396,041
Fundraising expenses
$1,632,781
Program service expenses (Part III)
$98,211,202

Program services were 87.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Alison Morrison-Shetlar

    President of the University

    Total calculated
    $499,765
    From this org
    $418,450
    From related orgs
    $0
    Other
    $81,315
    Hours/week
    80

    Schedule J breakdown matched by us

    Base
    $418,450
    Bonus
    $0
    Other
    $0
    Deferred
    $32,550
    Nontaxable benefits
    $48,765
    Filer's total
    $499,765

  • Jeremy Welsh

    Vice President of Strategy & Professor of PA Medicine

    Total calculated
    $256,565
    From this org
    $221,243
    From related orgs
    $0
    Other
    $35,322
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $221,243
    Bonus
    $0
    Other
    $0
    Deferred
    $19,653
    Nontaxable benefits
    $15,669
    Filer's total
    $256,565

  • Allison Jablonski

    Provost and Vice President of Academic Affairs

    Total calculated
    $232,713
    From this org
    $187,465
    From related orgs
    $0
    Other
    $45,248
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $187,465
    Bonus
    $0
    Other
    $0
    Deferred
    $17,238
    Nontaxable benefits
    $28,010
    Filer's total
    $232,713

  • Michael Bonnette

    Vice President for Advancement

    Total calculated
    $218,660
    From this org
    $180,175
    From related orgs
    $0
    Other
    $38,485
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $180,175
    Bonus
    $0
    Other
    $0
    Deferred
    $5,673
    Nontaxable benefits
    $32,812
    Filer's total
    $218,660

  • David Murphy

    Adjunct Professor - College of Business

    Total calculated
    $213,274
    From this org
    $163,404
    From related orgs
    $0
    Other
    $49,870
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $163,404
    Bonus
    $0
    Other
    $0
    Deferred
    $6,147
    Nontaxable benefits
    $43,723
    Filer's total
    $213,274

  • Christopher L Burnley

    VP for Business and Finance and Treasurer

    Total calculated
    $212,802
    From this org
    $165,704
    From related orgs
    $0
    Other
    $47,098
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $165,704
    Bonus
    $0
    Other
    $0
    Deferred
    $16,200
    Nontaxable benefits
    $30,898
    Filer's total
    $212,802

  • A Russell Smith

    Director/Professor Physical Therapy

    Total calculated
    $211,109
    From this org
    $194,117
    From related orgs
    $0
    Other
    $16,992
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $194,117
    Bonus
    $0
    Other
    $0
    Deferred
    $7,739
    Nontaxable benefits
    $9,253
    Filer's total
    $211,109

  • Eric Baldwin

    VP and Dean for Student Development

    Total calculated
    $197,178
    From this org
    $153,645
    From related orgs
    $0
    Other
    $43,533
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $153,645
    Bonus
    $0
    Other
    $0
    Deferred
    $14,850
    Nontaxable benefits
    $28,683
    Filer's total
    $197,178

  • Jenna Rolfs

    Dean

    Total calculated
    $188,080
    From this org
    $152,731
    From related orgs
    $0
    Other
    $35,349
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $152,731
    Bonus
    $0
    Other
    $0
    Deferred
    $12,810
    Nontaxable benefits
    $22,539
    Filer's total
    $188,080

  • Michael Allen

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Charles W Berry

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Hannah Besanceney

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Melanie Biermann

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Christopher L Boyd

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • David C Boyle

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Stephen L Crank

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Julie P Doyle

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Darlene D Edwards

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Pauline B Flint

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Joan Foster

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Bryant A Haskins

    Trustee/Secretary

    Total calculated
    $0
    Hours/week
    5

  • Jamar Hawkins

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Robert Lemon Jr

    Trustee/Chair

    Total calculated
    $0
    Hours/week
    5

  • Nathaniel X Marshall

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Margaret A Miller

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • David Rosser

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Verna R Sellers

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Gillian Stoettner

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Andrew J Tatom III

    Trustee/First Vice Chair

    Total calculated
    $0
    Hours/week
    5

  • Francesca Vasquez

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Lee C Verrone

    Trustee

    Total calculated
    $0
    Hours/week
    2

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Housing allowance or residence for personal use
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a
Schedule J, Part I, Line 1a - As outlined in the President's contract with the University of Lynchburg, the President is required to live in a house provided by the University. The house is physically located on the University's campus.
Schedule J, Part I, Line 3
Schedule J, Part I, Line 3 - The Compensation Committee of the Board of Trustees approves the President's written employment contract on an annual basis. The written employment contract is approved by the full Board of Trustees and documented in the minutes. As deemed necessary by the Compensation Committee, an Independent consultant may be used for input regarding the President's salary level as compared to other positions.
Schedule J, Part I, Line 4
The Vice President and Dean of Students resigned and received a severance payment in fiscal year 2023-2024

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202521349349303837

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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