Form 990 for tax year 2022
Filed by LONGWOOD UNIVERSITY FOUNDATION INC.
Totals
- Total revenue
- $9,284,971
- Total expenses
- $7,046,904
- Contributions and grants received
- $5,683,901
- Grants paid
- $4,959,977
- Program service revenue
- $0
- Investment income
- $3,480,277
- Other revenue
- $120,793
- Total assets, end of year
- $104,169,025
- Total liabilities, end of year
- $621,929
- Net assets or fund balances, end of year
- $103,547,096
- Program services expenses (Part IX)
- $4,974,631
- Management and general expenses
- $1,447,191
- Fundraising expenses
- $625,082
- Program service expenses (Part III)
- $4,974,631
Program services were 70.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
BOB WERTZ
PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
TAMMY JONES
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
EILEEN M ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
JENNIFER APPERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
NANCY ATKINSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
JOSEPH W BARTHOLOMEW III
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
MEGAN CLARK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
BONNIE DAVIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
CHUCK DOWDY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
COLIN DUCHARME
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
JANIE EVANS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
MICHAEL EVANS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
JERIS JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
TROY L LITTLES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
JOE MACPHAIL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
PAULA MCDONOUGH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
JOHN MCGINN JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
GEORGE MELNYK JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
JULIE RAMSEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
CHARLES ROSS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
SUE SAUNDERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
COOKIE SCOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
MARY THORNTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
BURT HAZELWOOD
CEO
- Total calculated
- $171,782
- From this org
- $171,782
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $171,782
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $171,782
-
LOUISE WALLER
UNIVERSITY VP EX-OFFICIO D
- Total calculated
- $0
- Hours/week
- 0.5 + 40 related
-
KEN PERKINS
LUF CLO EX-OFFICIO DIRECTO
- Total calculated
- $0
- Hours/week
- 0.5 + 40 related
-
TAYLOR REVELEY IV
UNIVERSITY PRESIDENT, EX-O
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
CHRIS TUNSTALL
ALUMNI ASSOC VP EX-OFFICI
- Total calculated
- $0
- Hours/week
- 0.5
-
KEVIN HUTZLER
EX-OFFICIO DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
NATHAN BOYLE
EX-OFFICIO DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
DIAN DYCKES
CONTROLLER
- Total calculated
- $115,405
- From this org
- $115,405
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40 + 1 related
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
None.
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
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
-
$4,959,977
SCHOLARSHIPS AND GRANTS
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.
-
DUVAHL RIDGWAY HULL AND ANDREW W HULL CHARITABLE FOUNDATION
501(C)(3) · TO PROVIDE SUPPORT FOR LONGWOOD UNIVERSITY · VA · controlled entity
Directly controlled by LONGWOOD UNIVERSITY FOUNDATION
-
170(C)(1) · EDUCATIONAL INSTITUTION - PUBLIC · VA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
LONGWOOD UNIVERSITY MITIGATION BANKING FOUNDATION LLC
HOLDS AND RECEIVES FUNDS FOR LONGWOOD UNIVERSITY FOUNDATION'S STREAM CREDITS · VA
Directly controlled by LONGWOOD UNIVERSITY FOUNDATION
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · PASSIVE INVESTOR IN REDEVELOPMENT · VA · 100% owned · share of assets $1,000,000 · controlled entity
Directly controlled by LONGWOOD UNIVERSITY FOUNDATION
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202322839349301677
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.