Totals
- Total revenue
- $93,803,239
- Total expenses
- $104,677,626
- Contributions and grants received
- $6,739,685
- Grants paid
- $27,252,711
- Program services expenses (Part IX)
- $86,815,922
- Management and general expenses
- $15,795,737
- Fundraising expenses
- $2,065,967
- Program service expenses (Part III)
- $86,815,922
Program services were 82.9% 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
- $499,522
- From this org
- $418,072
- From related orgs
- $0
- Other
- $81,450
- Hours/week
- 80
Schedule J breakdown matched by us
- Base
- $418,072
- Bonus
- $0
- Other
- $54,054
- Deferred
- $27,000
- Nontaxable benefits
- $396
- Filer's total
- $499,522
-
Jeremy Welsh
Vice President of Strategy & Professor of PA Medicine
- Total calculated
- $238,656
- From this org
- $212,981
- From related orgs
- $0
- Other
- $25,675
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $212,981
- Bonus
- $0
- Other
- $12,616
- Deferred
- $12,999
- Nontaxable benefits
- $60
- Filer's total
- $238,656
-
Allison Jablonski
Provost and Vice President of Academic Affairs
- Total calculated
- $229,956
- From this org
- $188,283
- From related orgs
- $0
- Other
- $41,673
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $188,283
- Bonus
- $0
- Other
- $54,054
- Deferred
- $11,400
- Nontaxable benefits
- $258
- Filer's total
- $253,995
-
Christopher L Burnley
VP for Business and Finance and Treasurer
- Total calculated
- $222,663
- From this org
- $166,683
- From related orgs
- $0
- Other
- $55,980
- Hours/week
- 60
Schedule J breakdown matched by us
- Base
- $166,683
- Bonus
- $0
- Other
- $29,442
- Deferred
- $26,400
- Nontaxable benefits
- $138
- Filer's total
- $222,663
-
Michael Bonnette
Vice President for Advancement
- Total calculated
- $221,586
- From this org
- $180,194
- From related orgs
- $0
- Other
- $41,392
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $180,194
- Bonus
- $0
- Other
- $33,770
- Deferred
- $7,531
- Nontaxable benefits
- $90
- Filer's total
- $221,585
-
A Russell Smith
Director/Professor Physical Therapy
- Total calculated
- $203,234
- From this org
- $155,917
- From related orgs
- $0
- Other
- $47,317
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $155,917
- Bonus
- $0
- Other
- $20,059
- Deferred
- $27,000
- Nontaxable benefits
- $258
- Filer's total
- $203,234
-
Michael Jones
VP for Enrollment, Marketing, and Communications - 4 months
- Total calculated
- $194,216
- From this org
- $156,196
- From related orgs
- $0
- Other
- $38,020
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $156,196
- Bonus
- $0
- Other
- $27,358
- Deferred
- $9,900
- Nontaxable benefits
- $762
- Filer's total
- $194,216
-
Eric Baldwin
VP and Dean for Student Development
- Total calculated
- $191,841
- From this org
- $154,325
- From related orgs
- $0
- Other
- $37,516
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $154,325
- Bonus
- $0
- Other
- $27,358
- Deferred
- $9,900
- Nontaxable benefits
- $258
- Filer's total
- $191,841
-
Nancy Hubbard
Professor/Dean, College of Business
- Total calculated
- $190,773
- From this org
- $143,881
- From related orgs
- $0
- Other
- $46,892
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $143,881
- Bonus
- $0
- Other
- $20,604
- Deferred
- $26,030
- Nontaxable benefits
- $258
- Filer's total
- $190,773
-
David Murphy
Adjunct Professor - College of Business
- Total calculated
- $179,280
- From this org
- $142,175
- From related orgs
- $0
- Other
- $37,105
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $142,175
- Bonus
- $0
- Other
- $27,650
- Deferred
- $8,219
- Nontaxable benefits
- $1,236
- Filer's total
- $179,280
-
Christine C Cole
Vice President for University Data Analytics & Effectiveness
- Total calculated
- $173,955
- From this org
- $149,755
- From related orgs
- $0
- Other
- $24,200
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $149,755
- Bonus
- $0
- Other
- $15,062
- Deferred
- $9,000
- Nontaxable benefits
- $138
- Filer's total
- $173,955
-
Aaron Basko
Vice President for Enrollment, Marketing & Communications
- Total calculated
- $172,083
- From this org
- $118,604
- From related orgs
- $0
- Other
- $53,479
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $118,604
- Bonus
- $0
- Other
- $45,589
- Deferred
- $7,800
- Nontaxable benefits
- $90
- Filer's total
- $172,083
-
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 — 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
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)
- 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
- 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, and Independent consultant may be used for input regarding the President's salary level as compared to other positions.
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.
-
Historic Sandusky Foundation Inc
501(c)(3) · Preserve and maintain historical property · VA
Directly controlled by University of Lynchburg in Virginia
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431369349300838
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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