Form 990 for tax year 2024
Filed by UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION.
Totals
- Total revenue
- $16,134,614
- Total expenses
- $13,755,908
- Contributions and grants received
- $14,997,240
- Grants paid
- $7,069,840
- Program services expenses (Part IX)
- $10,178,606
- Management and general expenses
- $1,143,423
- Fundraising expenses
- $2,433,879
- Program service expenses (Part III)
- $10,178,606
Program services were 74.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
CATHERINE M WHITTIER
EXECUTIVE DIRECTOR
- Total calculated
- $55,477
- From this org
- $55,477
- From related orgs
- $0
- Other
- $0
- Hours/week
- 20
-
STUART T EVANS
EXECUTIVE DIRECTOR (THRU 8-15-2024)
- Total calculated
- $103,824
- From this org
- $103,824
- From related orgs
- $0
- Other
- $0
- Hours/week
- 20
-
ROBERT W THARPE II
SECRETARY AND TREASURER
- Total calculated
- $30,170
- From this org
- $30,170
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
KEVEN LINDEMANN - EXECUTIVE
DIRECTOR, WRB CENTER FOR REAL ESTATE
- Total calculated
- $235,922
- From this org
- $193,624
- From related orgs
- $0
- Other
- $42,298
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $193,624
- Bonus
- $0
- Other
- $0
- Deferred
- $20,616
- Nontaxable benefits
- $21,682
- Filer's total
- $235,922
-
MATTHEW SPOSATO
ENTERPRISE SOFTWARE ARCHITECT
- Total calculated
- $165,607
- From this org
- $132,836
- From related orgs
- $0
- Other
- $32,771
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $132,836
- Bonus
- $0
- Other
- $0
- Deferred
- $16,733
- Nontaxable benefits
- $16,038
- Filer's total
- $165,607
-
CHARLES DAVIES
SENIOR SOFTWARE DEVELOPER
- Total calculated
- $165,333
- From this org
- $132,418
- From related orgs
- $0
- Other
- $32,915
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $132,418
- Bonus
- $0
- Other
- $0
- Deferred
- $16,871
- Nontaxable benefits
- $16,044
- Filer's total
- $165,333
-
ALLEN HOOVER
DIRECTOR OF MEDIA AND DESIGN
- Total calculated
- $167,990
- From this org
- $130,207
- From related orgs
- $0
- Other
- $37,783
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $130,207
- Bonus
- $0
- Other
- $0
- Deferred
- $16,546
- Nontaxable benefits
- $21,237
- Filer's total
- $167,990
-
JAMES HEETDERKS
DIRECTOR OF BUSINESS OPERATIONS
- Total calculated
- $160,809
- From this org
- $124,268
- From related orgs
- $0
- Other
- $36,541
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $124,268
- Bonus
- $0
- Other
- $0
- Deferred
- $15,843
- Nontaxable benefits
- $20,698
- Filer's total
- $160,809
-
JOHN A GRIFFIN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD D TADLER
EXECUTIVE VICE-PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
ANN G BACKOF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS BALTIMORE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
NEIL J BARR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ANN KIM CHUNG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MITCHELL R COHEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN P CONNAUGHTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PETER E ENGEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SABINA ANSELMA EWING
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DONALD E FLOW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MARK E GALANT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
KRISSY GATHRIGHT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT G HARPER IV
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JAMES G HARRIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
PATRICK D HOGAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
NICOLE THORNE JENKINS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SCOTT M KELLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
H MERRITT LANE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
P JEFFREY LECK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MARK LUELLEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SHANON NASH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CRAIG W PACKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOSHUA D PAULSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CURTIS W SCHADE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CHRIS W SHUMWAY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JOHN G STATHIS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD D TADLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JEFFREY C WALKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
EARL E WEBB
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT M WHITE JR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
RYAN WRIGHT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
FARHAD ZAMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
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
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
- THE FOUNDATION PAYS THE COST OF MEMBERSHIP TO UNIVERSITY OF VIRGINIA RECREATION OR ANOTHER FITNESS CLUB ( UP TO $450 ANNUALLY), AT THE EMPLOYEE'S REQUEST.
- PART I, LINE 3
- THE FOUNDATION DOES NOT COMPENSATE ANY OFFICERS SINCE THEY ARE EMPLOYEES OF THE UNIVERSITY OF VIRGINIA. HOWEVER, THE FOUNDATION REIMBURSES THE UNIVERSITY OF VIRGINIA FOR THE TIME THE EXECUTIVE DIRECTOR AND SECRETARY/TREASURER SPEND ON FOUNDATION BUSINESS. THESE REIMBURSEMENTS ARE REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES AS PART OF THE ANNUAL BUDGET PROCESS.
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
-
$5,645,375
GRANTS AND ALLOCATIONS - TRANSFER TO UVA
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 23 December 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503579349300245
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