Form 990 for tax year 2022
Filed by UNIVERSITY OF VIRGINIA ALUMNI ASSOCIATION.
Totals
- Total revenue
- $55,779,603
- Total expenses
- $63,963,349
- Contributions and grants received
- $47,746,213
- Grants paid
- $50,466,718
- Program services expenses (Part IX)
- $59,306,731
- Management and general expenses
- $3,257,395
- Fundraising expenses
- $1,399,223
- Program service expenses (Part III)
- $59,306,731
Program services were 92.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JAMES G ALDIGE IV
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
WYATT G ANDREWS
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
GREGORY W BROWN
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
TERESA R DIMARCO
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
PATRICIA K EPPS
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
MATTHEW S ERSKINE
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
BRETT J GALLAGHER
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
BRETT C GIBSON
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
STEPHEN P GIBSON
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
TATIA D GRANGER
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
MICHAEL C GUANZON
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
RUTH F HAILE
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS B W HALL
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
KURT B HARRISON
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
R PHILIP HERGET III
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
JESSICA P HUANG
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
NICHOLAS T JORDAN
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
WILLIAM L KITCHEL III
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
ALICE A LLOYD
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS B MANGAS
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
JAMALA K MASSENBURG
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
CARMEN L MCGHEE
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
KATHERINE A MOORE
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
BLAKE D MORANT
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
MARC B MOYERS
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
STEPHEN A MURRAY
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
PAUL NOLDE
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
MARIA T GUTIERREZ
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
SHARON M OWLETT
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
VISHAL M PATEL
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
MARTHA S PELLINGTON
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
R KENNON POTEAT III
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
FRANK J QUAYLE III
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
CATHERINE L ROBB
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
PAUL R SHIN MD
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
LESLIE H WILLIAMS JR
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
IAN B BAUCOM
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
WHITTINGTON W CLEMENT
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
ALEXANDRA J LAUZON
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
SIMONE L POLLARD
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
WILLIAM L POLK
MANAGER
- Total calculated
- $0
- Hours/week
- 1
-
GARRETTE L ASHLEY
TREASURER & CFO
- Total calculated
- $170,587
- From this org
- $137,036
- From related orgs
- $0
- Other
- $33,551
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $134,598
- Bonus
- $2,108
- Other
- $330
- Deferred
- $13,671
- Nontaxable benefits
- $19,880
- Filer's total
- $170,587
-
LILY E WEST
PRESIDENT AND CEO
- Total calculated
- $315,442
- From this org
- $272,602
- From related orgs
- $0
- Other
- $42,840
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $263,080
- Bonus
- $0
- Other
- $9,522
- Deferred
- $26,308
- Nontaxable benefits
- $16,532
- Filer's total
- $315,442
-
TERRY LOCKARD
SECRETARY & CHIEF OF STAFF
- Total calculated
- $112,082
- From this org
- $84,521
- From related orgs
- $0
- Other
- $27,561
- Hours/week
- 40
-
RICHARD GARD
VP COMMUNICATIONS
- Total calculated
- $224,250
- From this org
- $187,671
- From related orgs
- $0
- Other
- $36,579
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $173,461
- Bonus
- $10,648
- Other
- $3,562
- Deferred
- $18,411
- Nontaxable benefits
- $18,168
- Filer's total
- $224,250
-
SUSAN B KLOBUCHAR
CMO
- Total calculated
- $209,198
- From this org
- $172,115
- From related orgs
- $0
- Other
- $37,083
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $160,810
- Bonus
- $10,541
- Other
- $764
- Deferred
- $17,135
- Nontaxable benefits
- $19,948
- Filer's total
- $209,198
-
ELIZABETH K TURRISI
CTO
- Total calculated
- $181,318
- From this org
- $154,778
- From related orgs
- $0
- Other
- $26,540
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $150,438
- Bonus
- $2,000
- Other
- $2,340
- Deferred
- $7,812
- Nontaxable benefits
- $18,728
- Filer's total
- $181,318
-
BRENT J PERCIVAL
ED JEFFERSON TRUST
- Total calculated
- $191,588
- From this org
- $159,558
- From related orgs
- $0
- Other
- $32,030
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $157,223
- Bonus
- $2,000
- Other
- $335
- Deferred
- $15,922
- Nontaxable benefits
- $16,108
- Filer's total
- $191,588
-
ALEXANDER B NEWELL
DIRECTOR ENTERPRISE IT
- Total calculated
- $167,912
- From this org
- $132,868
- From related orgs
- $0
- Other
- $35,044
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $130,085
- Bonus
- $2,000
- Other
- $783
- Deferred
- $13,208
- Nontaxable benefits
- $21,836
- Filer's total
- $167,912
-
PATRICIA A DAVES
MANAGING DIRECTOR, MEMBERSHIP & BUS DEVELOPMENT
- Total calculated
- $142,162
- From this org
- $122,499
- From related orgs
- $0
- Other
- $19,663
- Hours/week
- 40
-
JUDY LE
DIRECTOR COMMUNICATIONS
- Total calculated
- $157,788
- From this org
- $125,560
- From related orgs
- $0
- Other
- $32,228
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $123,086
- Bonus
- $2,000
- Other
- $474
- Deferred
- $12,509
- Nontaxable benefits
- $19,719
- Filer's total
- $157,788
-
SUSAN M GALLEGOS
SENIOR DIRECTOR, DEVELOPMENT OPERATIONS
- Total calculated
- $154,317
- From this org
- $132,323
- From related orgs
- $0
- Other
- $21,994
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $128,121
- Bonus
- $2,000
- Other
- $2,202
- Deferred
- $13,012
- Nontaxable benefits
- $8,982
- Filer's total
- $154,317
-
MARY E LUZAR
SENIOR DIRECTOR, STUDENT ENGAGEMENT
- Total calculated
- $139,947
- From this org
- $109,404
- From related orgs
- $0
- Other
- $30,543
- Hours/week
- 40
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 — 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 · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 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)
- PART I, LINE 1A
- FARMINGTON COUNTRY CLUB DUES: THE ALUMNI ASSOCIATION PAYS FOR THE PRESIDENT AND CEO TO MAINTAIN A MEMBERSHIP IN 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 EMPLOYEE'S W-2 TAXABLE WAGES.
- PART I, LINE 3
- DURING ITS ANNUAL REVIEW, THE COMPENSATION COMMITTEE OF THE BOARD OF MANAGERS REVIEWS THE COMPENSATION PACKAGE OF THE PRESIDENT AND CEO AND DETERMINES IF AN ANNUAL BONUS IS MERITED AND IF SO, THE AMOUNT. THIS REVIEW CONSIDERS PERFORMANCE AS WELL AS COMPARABILITY WITH SIMILAR POSITIONS AT OTHER INDEPENDENT ALUMNI ASSOCIATIONS AND THE RESULTS OF THE INDEPENDENCE EXECUTIVE COMPENSATION ANALYSIS.
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
-
$45,111,122
STUDENT, FACULTY & PROGRAM SUPPORT
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 5 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202410369349300431
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