Nonprofit · EIN 51-0159775
UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION
Tax-exempt · CHARLOTTESVLE, VA 22904
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $16,134,614 | $13,755,908 | $2,378,706 | $213,161,488 | $174,267 | $212,987,221 |
| June 30, 2024 | 990 | $39,585,259 | $17,792,708 | $21,792,551 | $194,140,923 | $175,692 | $193,965,231 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $14,997,240
- Program service revenue
- $86,748
- Investment income
- $1,040,398
- Net gain from sales of assets
- $27,415
- Other revenue
- $10,228
Expenses
- Grants and similar amounts paid
- $7,069,840
- Compensation of officers, directors and key employees
- $153,540
- Other salaries and wages
- $2,693,498
- Salaries, compensation and benefits (total)
- $3,654,045
- Professional fundraising fees
- $0
- Legal fees
- $19,637
- Accounting fees
- $88,742
- Occupancy
- $6,929
- Travel
- $317,998
- Depreciation
- $5,707
- Program services (functional)
- $10,178,606
- Management and general (functional)
- $1,143,423
- Fundraising (functional)
- $2,433,879
Balance sheet and other
- Total assets, start of year
- $194,140,923
- Total assets, end of year
- $213,161,488
- Total liabilities, end of year
- $174,267
- Net assets, end of year
- $212,987,221
- Land, buildings and equipment
- $9,569
- Publicly traded securities
- $13,693,039
- Net assets without donor restrictions
- $11,112,218
- Net assets with donor restrictions
- $201,875,003
- Gross receipts
- $22,757,292
- Employees
- 29
- Volunteers
- 346
- Year formed
- 1975
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KEVEN LINDEMANN - EXECUTIVE | DIRECTOR, WRB CENTER FOR REAL ESTATE Highest-paid employee | 40 | $193,624 | $42,298 |
| ALLEN HOOVER | DIRECTOR OF MEDIA AND DESIGN Highest-paid employee | 40 | $130,207 | $37,783 |
| MATTHEW SPOSATO | ENTERPRISE SOFTWARE ARCHITECT Highest-paid employee | 40 | $132,836 | $32,771 |
| CHARLES DAVIES | SENIOR SOFTWARE DEVELOPER Highest-paid employee | 40 | $132,418 | $32,915 |
| JAMES HEETDERKS | DIRECTOR OF BUSINESS OPERATIONS Highest-paid employee | 40 | $124,268 | $36,541 |
| STUART T EVANS | EXECUTIVE DIRECTOR (THRU 8-15-2024) Trustee or director, Officer | 20 | $103,824 | $0 |
| CATHERINE M WHITTIER | EXECUTIVE DIRECTOR Trustee or director, Officer | 20 | $55,477 | $0 |
| ROBERT W THARPE II | SECRETARY AND TREASURER Trustee or director, Officer | 5 | $30,170 | $0 |
| JOHN A GRIFFIN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| RICHARD D TADLER | EXECUTIVE VICE-PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ANN G BACKOF | TRUSTEE Trustee or director | 1 | $0 | $0 |
| THOMAS BALTIMORE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NEIL J BARR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANN KIM CHUNG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MITCHELL R COHEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
26 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN P CONNAUGHTON | TRUSTEE Trustee or director | 1 | $0 |
| PETER E ENGEL | TRUSTEE Trustee or director | 1 | $0 |
| SABINA ANSELMA EWING | TRUSTEE Trustee or director | 1 | $0 |
| DONALD E FLOW | TRUSTEE Trustee or director | 1 | $0 |
| MARK E GALANT | TRUSTEE Trustee or director | 1 | $0 |
| KRISSY GATHRIGHT | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT G HARPER IV | TRUSTEE Trustee or director | 1 | $0 |
| JAMES G HARRIS | TRUSTEE Trustee or director | 1 | $0 |
| PATRICK D HOGAN | TRUSTEE Trustee or director | 1 | $0 |
| NICOLE THORNE JENKINS | TRUSTEE Trustee or director | 1 | $0 |
| SCOTT M KELLEY | TRUSTEE Trustee or director | 1 | $0 |
| H MERRITT LANE | TRUSTEE Trustee or director | 1 | $0 |
| P JEFFREY LECK | TRUSTEE Trustee or director | 1 | $0 |
| MARK LUELLEN | TRUSTEE Trustee or director | 1 | $0 |
| SHANON NASH | TRUSTEE Trustee or director | 1 | $0 |
| CRAIG W PACKER | TRUSTEE Trustee or director | 1 | $0 |
| JOSHUA D PAULSON | TRUSTEE Trustee or director | 1 | $0 |
| CURTIS W SCHADE | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS W SHUMWAY | TRUSTEE Trustee or director | 1 | $0 |
| JOHN G STATHIS | TRUSTEE Trustee or director | 1 | $0 |
| RICHARD D TADLER | TRUSTEE Trustee or director | 1 | $0 |
| JEFFREY C WALKER | TRUSTEE Trustee or director | 1 | $0 |
| EARL E WEBB | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT M WHITE JR | TRUSTEE Trustee or director | 1 | $0 |
| RYAN WRIGHT | TRUSTEE Trustee or director | 1 | $0 |
| FARHAD ZAMAN | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 42 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MATTHEW SPOSATO - ENTERPRISE | SOFTWARE ARCHITECT Highest-paid employee | 40 | $127,620 | $31,372 |
| ALLEN HOOVER - DIRECTOR | OF MEDIA AND DESIGN Highest-paid employee | 40 | $125,959 | $30,979 |
| CHARLES DAVIES | SENIOR SOFTWARE DEVELOPER Highest-paid employee | 40 | $120,695 | $31,245 |
| JAMES HEETDERKS | DIRECTOR OF BUSINESS OPS. Highest-paid employee | 40 | $117,001 | $29,597 |
| STUART T EVANS | EXECUTIVE DIRECTOR Trustee or director, Officer | 20 | $141,733 | $0 |
| ERIN EIGENBROT | DIRECTOR OF MAJOR GIFTS Highest-paid employee | 40 | $124,280 | $11,831 |
| ROBERT W THARPE II | SECRETARY AND TREASURER Trustee or director, Officer | 5 | $24,049 | $0 |
| JOHN A GRIFFIN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| RICHARD D TADLER | EXECUTIVE VICE-PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ANN G BACKOF | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BALTIMORE THOMAS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ANN KIM CHUNG | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MITCHELL R COHEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN P CONNAUGHTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PETER E ENGEL | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SABINA ANSELMA EWING | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DONALD E FLOW | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARK E GALANT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KRISSY GATHRIGHT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NEIL J BARR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT G HARPER IV | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAMES G HARRIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PATRICK D HOGAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NICOLE THORNE JENKINS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SCOTT M KELLEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| H MERRITT LANE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| P JEFFREY LECK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARK LUELLEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KATHLEEN E MALLAS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CRAIG W PACKER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOSHUA D PAULSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CURTIS W SCHADE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRIS W SHUMWAY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRADLEY E SINGER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOHN G STATHIS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEFFREY C WALKER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EARL E WEBB | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBERT M WHITE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CATHERINE M WHITTIER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| RYAN WRIGHT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FARHAD ZAMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SHANNON NASH | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 400173, CHARLOTTESVLE, VA 22904-4173
- Principal officer (990 for 2024)
- CATHERINE M WHITTIER, PO BOX 400173, CHARLOTTESVILLE, VA 22904
- Signed the 990
- CATHERINE M WHITTIER, EXECUTIVE DIRECTOR
- Phone
- (434) 243-2049
- Return prepared by
- HANTZMON WIEBEL LLP
Mission
TO FURTHER THE AIMS AND PURPOSES OF THE UVA MCINTIRE SCHOOL OF COMMERCE THROUGH RAISING FUNDS, PROVIDING SCHOLARSHIPS, AND SUPPORTING THE SCHOOL'S SEVEN CENTERS OF EXCELLENCE.
Program accomplishments
- SEVEN "CENTERS OF EXCELLENCE" FORTIFY THE MCINTIRE SCHOOL'S CURRICULUM, SUPPORT STUDENTS AND FACULTY, OFFER INNOVATIVE, AMBITIOUS, CUTTING-EDGE RESEARCH PROJECTS, SUPPORT FORUMS AND ONGOING LECTURE SERIES, AND BOOST THE SCHOOL'S ABILITY TO NURTURE STUDENTS INTO CREATIVE, INTUITIVE, AND RESPONSIBLE BUSINESS PROFESSIONALS. THE FOUNDATION ALSO OFFERS MCINTIRE SCHOOL STUDENTS OPPORTUNITIES TO TAKE PART IN CONTEMPLATIVE SCIENCES, PARTICIPATE IN STUDENT INVESTMENT CLUBS, AND ENHANCE THEIR ABILITIES TO CREATE, MANAGE, AND LEAD HIGH-PERFORMING TEAMS. EXECUTIVE DEVELOPMENT PROGRAMS OFFER PRACTITIONERS CURRENT SKILLS IN AN EVOLVING BUSINESS ENVIRONMENT THROUGH THE LATEST RESEARCH AND THE POWER OF THE MCINTIRE SCHOOL'S WORLD-CLASS FACULTY.Expenses $3,243,014 · grants $134,248 · revenue $96,976
- THE FOUNDATION PROVIDED NEED- AND MERIT-BASED SCHOLARSHIPS AND AWARDS TO APPROXIMATELY 186 UNDERGRADUATE AND GRADUATE STUDENTS DURING THE 2024-25 ACADEMIC YEAR.Expenses $1,290,217 · grants $1,290,217
- THE FOUNDATION MADE CASH PAYMENTS TO THE MCINTIRE SCHOOL FOR GENERAL OPERATIONS, FACULTY SUPPORT, PROGRAM SUPPORT, AND TRANSFERRED FUNDS TO THE UNIVERSITY OF VIRGINIA FOR MCINTIRE SCHOOL BUILDING IMPROVEMENTS, RENOVATIONS, AND NEW CONSTRUCTION.Expenses $5,645,375 · grants $5,645,375
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 51-0159775
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1980
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B51Z)
- Assets (IRS master file)
- $213,161,488
- Income (IRS master file)
- $22,757,292
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $16,134,614 | $13,755,908 | $213,161,488 | XML |
| 990 | June 2024 | $39,585,259 | $17,792,708 | $194,140,923 | XML |
| 990 | June 2023 | $19,380,565 | $14,248,858 | $162,965,294 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 51-0159775).
Questions about UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION
- What is the EIN of UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION?
- The employer identification number (EIN) of UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION is 51-0159775.
- Is UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION?
- The 990 for the year ended June 30, 2025 names CATHERINE M WHITTIER.
- Who are the officers and directors of UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 41 people; 8 received compensation from the organization, the highest $193,624 (KEVEN LINDEMANN - EXECUTIVE, DIRECTOR, WRB CENTER FOR REAL ESTATE).
- How much revenue does UNIVERSITY OF VIRGINIA MCINTIRE SCHOOL OF COMMERCE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $16,134,614, expenses of $13,755,908 and total assets of $213,161,488 at year end.
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