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Nonprofiteer
← UNIVERSITY OF VIRGINIA FOUNDATION

Form 990 for tax year 2023

Filed by UNIVERSITY OF VIRGINIA FOUNDATION.

Totals

Total revenue
$40,377,376
Total expenses
$46,962,749
Contributions and grants received
$4,885,031
Grants paid
$968,551
Program services expenses (Part IX)
$44,113,366
Management and general expenses
$2,849,383
Fundraising expenses
$0
Program service expenses (Part III)
$44,113,366

Program services were 93.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JAMES E RYAN

    DIRECTOR

    Total calculated
    $1,328,724
    From this org
    $0
    From related orgs
    $1,001,946
    Other
    $326,778
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0 + $870,036 related
    Bonus
    $0 + $100,000 related
    Other
    $0 + $31,910 related
    Deferred
    $0 + $290,808 related
    Nontaxable benefits
    $0 + $35,970 related
    Filer's total
    $0 + $1,328,724 related

  • JENNIFER W DAVIS

    DIRECTOR

    Total calculated
    $934,478
    From this org
    $0
    From related orgs
    $752,639
    Other
    $181,839
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0 + $682,224 related
    Bonus
    $0 + $67,500 related
    Other
    $0 + $2,915 related
    Deferred
    $0 + $141,984 related
    Nontaxable benefits
    $0 + $39,855 related
    Filer's total
    $0 + $934,478 related

  • MARK M LUELLEN

    DIRECTOR

    Total calculated
    $906,353
    From this org
    $0
    From related orgs
    $766,017
    Other
    $140,336
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0 + $666,279 related
    Bonus
    $0 + $66,150 related
    Other
    $0 + $33,588 related
    Deferred
    $0 + $100,516 related
    Nontaxable benefits
    $0 + $39,820 related
    Filer's total
    $0 + $906,353 related

  • MELUR K RAMASUBRAMANIAN

    DIRECTOR

    Total calculated
    $1,080,104
    From this org
    $0
    From related orgs
    $1,016,900
    Other
    $63,204
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0 + $360,532 related
    Bonus
    $0 + $35,000 related
    Other
    $0 + $621,368 related
    Deferred
    $0 + $33,144 related
    Nontaxable benefits
    $0 + $30,060 related
    Filer's total
    $0 + $1,080,104 related

  • FREDERICK H EPSTEIN

    DIRECTOR

    Total calculated
    $386,278
    From this org
    $0
    From related orgs
    $330,263
    Other
    $56,015
    Hours/week
    2

    Schedule J breakdown matched by us

    Base
    $0 + $292,856 related
    Bonus
    $0 + $36,095 related
    Other
    $0 + $1,312 related
    Deferred
    $0 + $32,045 related
    Nontaxable benefits
    $0 + $23,970 related
    Filer's total
    $0 + $386,278 related

  • DANIEL R ABRAMSON

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • JOHN L NAU III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ZENA K HOWARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • FRANK M CONNER III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KRISTIAN M GATHRIGHT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • PETER E MAHONEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ROBERT G BYRON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SUSAN W ROSS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SEAN M DELL ORTO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • WILLIAM W FOSHAY III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KEITH J WILLNER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KEVIN G CHAVERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KATHRYN ELIZABETH JARVIS SCOTT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • IONE SV WILSMANN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ROBERT M BLUE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SUSI S YU

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • TIM R ROSE

    SECRETARY/CEO

    Total calculated
    $666,895
    From this org
    $596,637
    From related orgs
    $0
    Other
    $70,258
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $427,370
    Bonus
    $150,000
    Other
    $19,267
    Deferred
    $41,250
    Nontaxable benefits
    $29,008
    Filer's total
    $666,895

  • BRADFORD A BUTLER

    TREASURER/CFO

    Total calculated
    $352,170
    From this org
    $288,003
    From related orgs
    $0
    Other
    $64,167
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $240,647
    Bonus
    $41,271
    Other
    $6,085
    Deferred
    $36,940
    Nontaxable benefits
    $27,227
    Filer's total
    $352,170

  • DEBORAH A VAN EERSEL

    CHIEF ADMIN. OFFICER

    Total calculated
    $382,718
    From this org
    $314,689
    From related orgs
    $0
    Other
    $68,029
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $259,800
    Bonus
    $42,598
    Other
    $12,291
    Deferred
    $39,061
    Nontaxable benefits
    $28,968
    Filer's total
    $382,718

  • FREDERICK A MISSEL

    DIR. DESIGN & DEV

    Total calculated
    $371,291
    From this org
    $308,486
    From related orgs
    $0
    Other
    $62,805
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $241,467
    Bonus
    $51,367
    Other
    $15,652
    Deferred
    $34,635
    Nontaxable benefits
    $28,170
    Filer's total
    $371,291

  • MARYELLEN DOLAN

    DIR. OF R/E ASSET MANAGEME

    Total calculated
    $334,979
    From this org
    $288,403
    From related orgs
    $0
    Other
    $46,576
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $226,455
    Bonus
    $49,930
    Other
    $12,018
    Deferred
    $34,988
    Nontaxable benefits
    $11,588
    Filer's total
    $334,979

  • DAVID R JEFFERSON

    CONTROLLER, UVAHPI

    Total calculated
    $216,815
    From this org
    $167,173
    From related orgs
    $0
    Other
    $49,642
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $131,761
    Bonus
    $26,700
    Other
    $8,712
    Deferred
    $19,813
    Nontaxable benefits
    $29,829
    Filer's total
    $216,815

  • RUSSEL CRONBERG

    DIR. OF HOSPITALITY

    Total calculated
    $344,005
    From this org
    $288,913
    From related orgs
    $0
    Other
    $55,092
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,062
    Bonus
    $114,247
    Other
    $8,604
    Deferred
    $35,908
    Nontaxable benefits
    $19,184
    Filer's total
    $344,005

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 3
COMPENSATION PACKAGE MUST BE COMPETITIVE WITH SIMILAR POSITIONS IN THE INDUSTRY IN ORDER TO ATTRACT AND RETAIN EXECUTIVE TALENT. THE AUDIT AND FINANCE COMMITTEE (THE COMMITTEE) OF THE UVA FOUNDATION BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT AND ADMINISTRATION OF THE CHIEF EXECUTIVE OFFICER'S COMPENSATION PROGRAM. THE COMMITTEE RECOMMENDS A COMPENSATION PROGRAM FOR THE CEO TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR APPROVAL.
PART I, LINE 4B
JAMES E. RYAN, JENNIFER W. DAVIS, AND MARK M. LUELLEN PARTICIPATED IN A SUPPLEMENTAL, NONQUALIFIED RETIREMENT PLAN UNDER IRC SECTION 415(M), WHICH IS SPONSORED BY THE UNIVERSITY OF VIRGINIA. AMOUNTS DEFERRED UNDER THE AGREEMENT ARE REPORTED IN COLUMN C, RETIREMENT AND OTHER DEFERRED COMPENSATION.

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

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
15 January 2025
IRS schema version
2023v6.0
Source object
202500179349301740

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

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