UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE FOUNDATION INC Charity Report

Public IRS 990 nonprofit record

UNIVERSITY OF VERMONT AND STATE AGRICULTURAL COLLEGE FOUNDATION INC

EIN 45-1556038 · Education (B114)

What they do

THE MISSION of THE UVM FOUNDATION is to SECURE and MANAGE PRIVATE SUPPORT for THE BENEFIT of THE UNIVERSITY of VERMONT.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $69.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders40 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

42.00%of revenue went to mission work69.0% of expenses · Program services

14.50%of revenue went to fundraising23.8% of expenses

$60.87spent for every $100 of revenueRevenue covered expenses this year.

4.37%of revenue went to management and office costs7.2% of expenses

$9.09in assets for every $1 spent this yearSome assets cannot be spent right away.

56.1%of its money came from giftsOther money may come from services or investments.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $471,972 for MONICA DELISA (DIRECTOR/EX OFFICIO/FNDN PRES). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$75,767,284

Mission workProgram services$31,821,98542.00% of revenue69.0% of expenses

ManagementOffice and general costs$3,313,9944.37% of revenue7.2% of expenses

FundraisingAsking for donations$10,984,96914.50% of revenue23.8% of expenses

Revenue left after expensesReported annual surplus$29,646,33639.13% of revenueShown in gray on the chart

Total expenses$46,120,94860.87% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 69.0% mission · 7.2% management · 23.8% fundraisingTotal expenses: 60.87% of revenue

2023Expense mix: 64.5% mission · 9.0% management · 26.5% fundraisingTotal expenses: 63.79% of revenue

2022Expense mix: 67.7% mission · 9.8% management · 22.4% fundraisingTotal expenses: 58.79% of revenue

2021Expense mix: 69.3% mission · 10.5% management · 20.2% fundraisingTotal expenses: 49.14% of revenue

2020Expense mix: 67.8% mission · 9.8% management · 22.4% fundraisingTotal expenses: 26.61% of revenue

2019Expense mix: 74.7% mission · 6.9% management · 18.4% fundraisingTotal expenses: 83.64% of revenue

2018Expense mix: 79.0% mission · 4.6% management · 16.5% fundraisingTotal expenses: 87.93% of revenue

2017Expense mix: 73.6% mission · 5.4% management · 21.0% fundraisingTotal expenses: 58.18% of revenue

Money in and money out

Revenue$75,767,284

Expenses$46,120,948

Annual surplus $29,646,336 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$31,821,985 · 69.0% of expenses

Management and office costs$3,313,994 · 7.2% of expenses

Fundraising$10,984,969 · 23.8% of expenses

See all reported dollar amounts

Revenue$75,767,284

Expenses$46,120,948

Assets$419,451,004

Income$102,298,484

Contributions$42,509,503

Mission work (program services)$31,821,985

Fundraising$10,984,969

Grants given$198,068,563

Average grant$9,431,836

Management and general$3,313,994

Stocks and bonds$81,692,085

Accounting fees$120,944

Investing fees$11,010

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

MONICA DELISADIRECTOR/EX OFFICIO/FNDN PRES · 43 hrs/week $471,972Base $407,173 · Other $64,799

KATHLEEN KELLEHERVP & CHIEF DEVELOPMENT OFFICER · 40 hrs/week $380,673Base $321,082 · Other $59,591

ANDREW FLEWELLINGVP & CHIEF PEOPLE OFFICER · 40 hrs/week $313,107Base $253,247 · Other $59,860

MARK METIVIERVP & CFO · 40 hrs/week $307,568Base $265,287 · Other $42,281

KATHLEEN DESJARDINSVP & CHIEF INFORMATION OFFICER · 40 hrs/week $307,284Base $254,364 · Other $52,920

JOSEPH CAPORALEASSISTANT VP DEV/CORPS & FNDNS · 40 hrs/week $251,148Base $206,348 · Other $44,800

CHRISTOPHER BERNIERASSISTANT VP OF DEVELOPMENT · 40 hrs/week $238,315Base $184,939 · Other $53,376

ALAN RYEAASSISTANT VP OF DEVELOPMENT · 40 hrs/week $223,398Base $188,659 · Other $34,739

MARK MORRISONASSISTANT VP OF DEVELOPMENT · 40 hrs/week $214,849Base $179,897 · Other $34,952

DANIELLE ALTENBURGDIRECTOR OF PRINCIPAL GIFTS · 40 hrs/week $179,087Base $159,612 · Other $19,475

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (40)

MONICA DELISADIRECTOR/EX OFFICIO/FNDN PRES

KATHLEEN KELLEHERVP & CHIEF DEVELOPMENT OFFICER

ANDREW FLEWELLINGVP & CHIEF PEOPLE OFFICER

MARK METIVIERVP & CFO

KATHLEEN DESJARDINSVP & CHIEF INFORMATION OFFICER

JOSEPH CAPORALEASSISTANT VP DEV/CORPS & FNDNS

CHRISTOPHER BERNIERASSISTANT VP OF DEVELOPMENT

ALAN RYEAASSISTANT VP OF DEVELOPMENT

MARK MORRISONASSISTANT VP OF DEVELOPMENT

DANIELLE ALTENBURGDIRECTOR OF PRINCIPAL GIFTS

LYDIA BATESDIRECTOR

VITO IMBASCIANI END 625DIRECTOR

MARA SAULEDIRECTOR

MICHELE COHEN END 625DIRECTOR

PATRICIA PRELOCK BEG 1024DIRECTOR/EX OFFICIO/UNIV PRES

RAY ROBERTS END 1224DIRECTOR

ROBERT PLANTEDIRECTOR

ROBERT P BRENNAN JRDIRECTOR/VICE CHAIR

ROGER CRANDALLDIRECTOR

RON LUMBRA END 325DIRECTOR/EX OFFICIO

SCOTT SEGAL BEG 724DIRECTOR/SECRETARY

SURESH GARIMELLA END 924DIRECTOR/EX OFFICIO/UNIV PRES

THOMAS LEAVITT IIIDIRECTOR/TREASURER

GEORGE BEITZEL BEG 724DIRECTOR

ALICE PLANTEDIRECTOR

CATHY TREMBLAY END 625DIRECTOR/EX OFFICIO

CYMA ZARGHAMI END 625DIRECTOR

CYNTHIA BARNHART BEG 325DIRECTOR/EX OFFICIO

DEBORAH MCANENY END 625DIRECTOR/CHAIR

DIANE L SEDERFNDN CHAIR EMERITUS

DONALD H MCCREE IIIDIRECTOR

ERIC BURT BEG 724DIRECTOR

LISA SNOW BEG 724DIRECTOR

H DAVID REINES BEG 724DIRECTOR

HOWARD AVERILLDIRECTOR

JAMES R KELLERHONORARY FNDN CHAIR EMERITUS

JOHN HILTONHONORARY FNDN CHAIR EMERITUS

KAREN NYSTROM MEYER BEG 724DIRECTOR

KATHARINE LAUDDIRECTOR/EX OFFICIO

KRISTINA PISANELLI BEG 724DIRECTOR

About this charity

Recognized since: January 2011
Location: 411 MAIN ST, BURLINGTON, VT 05401-7420
County: Chittenden
In care of: % CHARLES FEENEY
Primary officer: MARK METIVIER, VP & CFO

How to reach them

WebsiteVisit the charity’s website Phone(802) 656-8600 Officer phone(802) 656-3945

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: KPMG LLP
NTEE classification: Education (B114)
Grant-giving organization: Yes