UNIVERSITY OF VIRGINIA ALUMNI ASSOCIATION Charity Report

Public IRS 990 nonprofit record

UNIVERSITY OF VIRGINIA ALUMNI ASSOCIATION

EIN 54-0485595 · Education (B840)

What they do

THE MISSION of THE ALUMNI ASSOCIATION is to BUILD THE STRONGEST BOND AMONG ALUMNI and BETWEEN ALUMNI and THE UNIVERSITY BY SERVING ALL ALUMNI and STUDENTS; BEING THE CENTER for ENGAGING and CONNECTING THE GLOBAL UVA COMMUNITY; ACTING AS A CONDUIT to KEEP ALUMNI INFORMED and PROVIDING VEHICLES to SHARE THEIR VOICES; and BEING AN INVALUABLE PARTNER to THE UNIVERSITY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $95.90 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 leaders55 people are listed in the latest report.

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

Money made simple

404.58%of revenue went to mission work95.9% of expenses · Program services

5.38%of revenue went to fundraising1.3% of expenses

$421.72spent for every $100 of revenueSpending was higher than revenue this year.

11.77%of revenue went to management and office costs2.8% of expenses

$6.60in assets for every $1 spent this yearSome assets cannot be spent right away.

63.7%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

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.

Worth asking: Expenses exceeded revenue by $77,899,615 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $497,868 for LILY E WEST (PRESIDENT AND CEO). 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$24,213,385

Mission workProgram services$97,961,498404.58% of revenue95.9% of expenses

ManagementOffice and general costs$2,848,89311.77% of revenue2.8% of expenses

FundraisingAsking for donations$1,302,6095.38% of revenue1.3% of expenses

Total expenses$102,113,000421.72% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

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: 95.9% mission · 2.8% management · 1.3% fundraisingTotal expenses: 421.72% of revenue

2022Expense mix: 92.7% mission · 5.1% management · 2.2% fundraisingTotal expenses: 114.67% of revenue

2021Expense mix: 90.6% mission · 7.1% management · 2.3% fundraisingTotal expenses: 99.30% of revenue

2020Expense mix: 94.4% mission · 4.0% management · 1.6% fundraisingTotal expenses: 154.06% of revenue

2019Expense mix: 90.4% mission · 6.0% management · 3.6% fundraisingTotal expenses: 98.15% of revenue

2018Expense mix: 87.3% mission · 5.5% management · 7.1% fundraisingTotal expenses: 119.21% of revenue

2017Expense mix: 87.0% mission · 3.2% management · 9.8% fundraisingTotal expenses: 123.88% of revenue

2016Expense mix: 95.5% mission · 2.9% management · 1.6% fundraisingTotal expenses: 124.02% of revenue

Money in and money out

Revenue$24,213,385

Expenses$102,113,000

Annual shortfall $77,899,615 Expenses were higher than revenue 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)$97,961,498 · 95.9% of expenses

Management and office costs$2,848,893 · 2.8% of expenses

Fundraising$1,302,609 · 1.3% of expenses

See all reported dollar amounts

Revenue$24,213,385

Expenses$102,113,000

Assets$673,580,601

Income$24,865,774

Contributions$15,427,735

Mission work (program services)$97,961,498

Fundraising$1,302,609

Grants given$364,885,307

Average grant$52,126,472

Management and general$2,848,893

Stocks and bonds$161,192,272

Accounting fees$77,750

Investing fees$771,632

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

LILY E WESTPRESIDENT AND CEO · 40 hrs/week $497,868Base $445,639 · Other $52,229

BRENT J PERCIVALED JEFFERSON TRUST · 40 hrs/week $206,751Base $172,190 · Other $34,561

ELIZABETH K TURRISICHIEF TECHNOLOGY OFFICER · 40 hrs/week $205,764Base $166,903 · Other $38,861

GARRETTE L ASHLEYTREASURER & CFO · 40 hrs/week $203,305Base $164,437 · Other $38,868

AMANDA MOXHAMCHIEF HR OFFICER · 40 hrs/week $187,379Base $150,079 · Other $37,300

JUDY LEEDITOR IN CHIEF · 40 hrs/week $181,637Base $144,935 · Other $36,702

JESSICA SUMPTER HAMILTONCHIEF PROGRAM OFFICER · 40 hrs/week $179,962Base $144,057 · Other $35,905

ALEXANDER B NEWELLDIRECTOR, ENTERPRISE IT · 40 hrs/week $178,824Base $143,087 · Other $35,737

LEAH L DOLECHIEF CREATIVE OFFICER · 40 hrs/week $173,805Base $150,387 · Other $23,418

SUSAN M GALLEGOSSENIOR DIRECTOR, DEVELOPMENT OPERATIONS · 40 hrs/week $165,055Base $142,607 · Other $22,448

PATRICIA A DAVESMANAGING DIRECTOR, MEMBERSHIP AND BUSINESS DEVELOP · 40 hrs/week $157,887Base $132,417 · Other $25,470

TERRY LOCKARDSECRETARY & CHIEF OF STAFF · 40 hrs/week $137,698Base $107,713 · Other $29,985

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 (55)

LILY E WESTPRESIDENT AND CEO

BRENT J PERCIVALED JEFFERSON TRUST

ELIZABETH K TURRISICHIEF TECHNOLOGY OFFICER

GARRETTE L ASHLEYTREASURER & CFO

AMANDA MOXHAMCHIEF HR OFFICER

JUDY LEEDITOR IN CHIEF

JESSICA SUMPTER HAMILTONCHIEF PROGRAM OFFICER

ALEXANDER B NEWELLDIRECTOR, ENTERPRISE IT

LEAH L DOLECHIEF CREATIVE OFFICER

SUSAN M GALLEGOSSENIOR DIRECTOR, DEVELOPMENT OPERATIONS

PATRICIA A DAVESMANAGING DIRECTOR, MEMBERSHIP AND BUSINESS DEVELOP

TERRY LOCKARDSECRETARY & CHIEF OF STAFF

STEPHEN A MURRAYMANAGER

MATTHEW S ERSKINEMANAGER

MICHAEL C GUANZONMANAGER

NICHOLAS T JORDANMANAGER

R KENNON POTEAT IIIMANAGER

R PHILIP HERGET IIIMANAGER

RICHARD J DIEMER JRMANAGER

RICHARD L RAMSEYMANAGER

RUBEN A BASANTESMANAGER

RUTH FIRSCHING HAILEMANAGER

MARIA GUTIERREZ NORINMANAGER

STEPHEN P GIBSONMANAGER

TATIA DANIELS GRANGER PHDCHAIR

TERESA R DIMARCOMANAGER

THOMAS B W HALLVICE CHAIR

TIMOTHY P OHARAMANAGER

WHITTINGTON W CLEMENTMANAGER

WILLIAM L KITCHEL IIIMANAGER

WILLIAM L POLK JRMANAGER

WYATT G ANDREWSMANAGER

ELIZABETH A OSWALDMANAGER

BRENDAN J PETERSMANAGER

ARTHUR S FULLERMANAGER

BRETT C GIBSONMANAGER

CARMEN L MCGHEEMANAGER

CAROLINE M BROWNMANAGER

CATHERINE LEWIS ROBBMANAGER

CHRISTOPHER D FORDMANAGER

CINDY FREDRICKMANAGER

CONSUELO A KENDALLMANAGER

CRYSTAL J BROWNMANAGER

DALE S LAMMANAGER

MARTHA S PELLINGTONMANAGER

ANANT DASMANAGER

FREDERICK C GODBOLTMANAGER

ALICE ANNE LLOYDMANAGER

J BRITTON WILLISTONMANAGER

JESSICA P HUANGMANAGER

ALEXANDRA ARRIAGAMANAGER

ALEXANDER J PARKMANAGER

KURT B HARRISONMANAGER

ADRIANE B RANDOLPHMANAGER

BLAKE DOMINIC MORANTMANAGER

About this charity

Recognized since: January 1930
Location: 315 OLD IVY WAY, CHARLOTTESVILLE, VA 22903-4894
County: Charlottesville (city)
In care of: % GARRETTE ASHLEY
Primary officer: GARRETTE L ASHLEY, TREASURER & CFO

How to reach them

WebsiteVisit the charity’s website Phone(434) 243-9000

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: HANTZMON WIEBEL LLP
NTEE classification: Education (B840)
Grant-giving organization: Yes