UNIVERSITY OF LYNCHBURG Charity Report

Public IRS 990 nonprofit record

UNIVERSITY OF LYNCHBURG

EIN 54-0505922 · Education (B430)

What they do

The University of Lynchburg, Established In 1903, is A Comprehensive Private University In The Foothills of Virginias Blue Ridge Mountains. With Over 120 Undergraduate Majors, Minors, and Certificate Programs, 14 Masters Programs, and 5 Doctoral Programs, Lynchburg Offers A Personalized, Life-changing Educational Experience. It is Regularly Recognized By U.S. News & World Report and The Princeton Review and Stands Out As One of 44 "Colleges That Change Lives." The Mission of University of Lynchburg is to Inspire Independent Thinkers, Who Become Trustworthy, Effective Leaders That Shape Caring Communities.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $86.50 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 leaders28 people are listed in the latest report.

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

Money made simple

86.24%of revenue went to mission work86.5% of expenses · Program services

1.54%of revenue went to fundraising1.5% of expenses

$99.66spent for every $100 of revenueRevenue covered expenses this year.

11.88%of revenue went to management and office costs11.9% of expenses

$2.36in assets for every $1 spent this yearSome assets cannot be spent right away.

6.6%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.

Pay context: The highest compensation shown in this filing is $499,830 for ALISON MORRISON-SHETLAR (PRESIDENT OF THE UNIVERSITY). 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$110,895,162

Mission workProgram services$95,631,51586.24% of revenue86.5% of expenses

ManagementOffice and general costs$13,175,77511.88% of revenue11.9% of expenses

FundraisingAsking for donations$1,709,1271.54% of revenue1.5% of expenses

Revenue left after expensesReported annual surplus$378,7450.34% of revenueShown in gray on the chart

Total expenses$110,516,41799.66% 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: 86.5% mission · 11.9% management · 1.5% fundraisingTotal expenses: 99.66% of revenue

2023Expense mix: 87.5% mission · 11.0% management · 1.5% fundraisingTotal expenses: 103.48% of revenue

2022Expense mix: 82.9% mission · 15.1% management · 2.0% fundraisingTotal expenses: 111.59% of revenue

2021Expense mix: 88.8% mission · 9.4% management · 1.8% fundraisingTotal expenses: 92.61% of revenue

2020Expense mix: 93.8% mission · 4.3% management · 1.9% fundraisingTotal expenses: 90.47% of revenue

2019Expense mix: 94.0% mission · 4.4% management · 1.6% fundraisingTotal expenses: 100.01% of revenue

2018Expense mix: 94.0% mission · 4.3% management · 1.7% fundraisingTotal expenses: 94.82% of revenue

2017Expense mix: 93.4% mission · 4.8% management · 1.8% fundraisingTotal expenses: 97.39% of revenue

Money in and money out

Revenue$110,895,162

Expenses$110,516,417

Annual surplus $378,745 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)$95,631,515 · 86.5% of expenses

Management and office costs$13,175,775 · 11.9% of expenses

Fundraising$1,709,127 · 1.5% of expenses

See all reported dollar amounts

Revenue$110,895,162

Expenses$110,516,417

Assets$261,275,871

Income$223,783,524

Contributions$7,272,250

Mission work (program services)$95,631,515

Fundraising$1,709,127

Grants given$181,000

Average grant$181,000

Management and general$13,175,775

Stocks and bonds$103,623,708

Accounting fees$62,970

Investing fees$1,238,431

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

ALISON MORRISON-SHETLARPRESIDENT OF THE UNIVERSITY · 40 hrs/week $499,830Base $418,240 · Other $81,590

JEREMY WELSHVICE PRESIDENT OF STRATEGY & PROFESSOR OF PA MEDIC · 40 hrs/week $286,126Base $251,692 · Other $34,434

JENNA ROLFSDEAN · 40 hrs/week $218,553Base $179,072 · Other $39,481

AARON BASKOMARKETING & COMMUNICATIONS · 40 hrs/week $194,063Base $160,012 · Other $34,051

ALLISON JABLONSKIPROFESSOR - BIOLOGY · 40 hrs/week $187,056Base $147,388 · Other $39,668

CHRSTINE COLEDIRECTOR OF UDAE · 40 hrs/week $181,435Base $169,647 · Other $11,788

CHARLES WALTONDEAN ACADEMIC AFFAIRS · 40 hrs/week $176,882Base $154,128 · Other $22,754

KRISTEN COOPERVP STUDENT SUCCESS · 40 hrs/week $162,176Base $137,771 · Other $24,405

CHRISTOPHER L BURNLEYVP FOR BUSINESS AND FINANCE AND TREASURER · 40 hrs/week $156,597Base $127,749 · Other $28,848

TERRY LANHAMINTERIM VP FOR FINANCE & OPERATIONS · 40 hrs/week $80,542Base $72,994 · Other $7,548

PRICE JETTVP FOR FINANCE & OPERATIONS/TREASURER · 40 hrs/week $26,758Base $18,858 · Other $7,900

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 (28)

ALISON MORRISON-SHETLARPRESIDENT OF THE UNIVERSITY

JEREMY WELSHVICE PRESIDENT OF STRATEGY & PROFESSOR OF PA MEDIC

JENNA ROLFSDEAN

AARON BASKOMARKETING & COMMUNICATIONS

ALLISON JABLONSKIPROFESSOR - BIOLOGY

CHRSTINE COLEDIRECTOR OF UDAE

CHARLES WALTONDEAN ACADEMIC AFFAIRS

KRISTEN COOPERVP STUDENT SUCCESS

CHRISTOPHER L BURNLEYVP FOR BUSINESS AND FINANCE AND TREASURER

TERRY LANHAMINTERIM VP FOR FINANCE & OPERATIONS

PRICE JETTVP FOR FINANCE & OPERATIONS/TREASURER

VERNA R SELLERSTRUSTEE

TRENEY L TWEEDYTRUSTEE

STEPHEN L CRANKTRUSTEE

ROBERT LEMON JRTRUSTEE

ROBERT WILSON-BLACKTRUSTEE

NATHANIEL X MARSHALLTRUSTEE

MICHAEL ALLENTRUSTEE

MELANIE BIERMANNTRUSTEE

JULIE P DOYLETRUSTEE/CHAIR

ANDREW J TATOM IIITRUSTEE/FIRST VICE CHAIR

CHARLES W BERRYTRUSTEE

JAMES S WHITETRUSTEE

JAMAR HAWKINSTRUSTEE

GILLIAN STOETTNERTRUSTEE

DAVID ROSSERTRUSTEE

DARLENE D EDWARDSTRUSTEE

CHRISTOPHER L BOYDTRUSTEE

About this charity

Recognized since: January 1944
Location: 1501 LAKESIDE DR, LYNCHBURG, VA 24501-3113
County: Lynchburg (city)
In care of: % MR STEVE BRIGHT
Primary officer: Price Jett, VP for Finance & Operations & CFO

How to reach them

WebsiteVisit the charity’s website Emailwhitehouse@lynchburg.edu Phone(434) 544-8168

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
NTEE classification: Education (B430)
Grant-giving organization: Yes