Civic Intelligence

The University of Virginia Tax Foundation

EIN 54-1197326 • 501(c)3 • Charlottesville, VA

Profile

The foundation's purpose is to plan and present, for the education of cpas, lawyers, and other interested parties, an annual conference on federal tax.

PO Box 1408Charlottesville, VA 22902-1408

www.virginiataxconference.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

54th percentile

3.9%

Higher net margin than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

58th percentile

2.0%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

50th percentile

-2.3%

Faster revenue growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Up

$147,257

Up $2,933 (+2.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

$147,257

No earlier filing loaded for comparison.

Revenue

Down

$69,534

Down $1,639 (-2.3%) from 2023

Expenses

Down

$66,840

Down $18,387 (-22%) from 2023

Net Income

Up

$2,694

Up $16,748 (+119%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2012: $223,937Liabilities 2012: $02012Assets 2013: $221,306Liabilities 2013: $0Net Assets 2013: $221,3062013Assets 2014: $220,107Liabilities 2014: $0Net Assets 2014: $220,1072014Assets 2015: $202,302Liabilities 2015: $0Net Assets 2015: $202,3022015Assets 2016: $190,909Liabilities 2016: $0Net Assets 2016: $190,9092016Assets 2017: $170,483Liabilities 2017: $0Net Assets 2017: $170,4832017Assets 2018: $181,327Liabilities 2018: $0Net Assets 2018: $181,3272018Assets 2019: $170,663Liabilities 2019: $02019Assets 2020: $135,326Liabilities 2020: $0Net Assets 2020: $135,3262020Assets 2021: $148,656Liabilities 2021: $02021Assets 2022: $157,563Liabilities 2022: $0Net Assets 2022: $157,5632022Assets 2023: $144,324Liabilities 2023: $02023Assets 2024: $147,257Liabilities 2024: $0Net Assets 2024: $147,2572024

Highlighted filing

2024

Assets$147,257
Liabilities$0
Net Assets$147,257

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2012: $92,631Expenses 2012: $83,581Net Income 2012: $9,0502012Revenue 2013: $87,525Expenses 2013: $90,080Net Income 2013: -$2,5552013Revenue 2014: $85,979Expenses 2014: $86,716Net Income 2014: -$7372014Revenue 2015: $73,748Expenses 2015: $91,263Net Income 2015: -$17,5152015Revenue 2016: $81,968Expenses 2016: $93,260Net Income 2016: -$11,2922016Revenue 2017: $69,783Expenses 2017: $90,354Net Income 2017: -$20,5712017Revenue 2018: $101,568Expenses 2018: $90,603Net Income 2018: $10,9652018Revenue 2019: $83,090Expenses 2019: $93,831Net Income 2019: -$10,7412019Revenue 2020: $1,468Expenses 2020: $36,937Net Income 2020: -$35,4692020Revenue 2021: $48,031Expenses 2021: $34,417Net Income 2021: $13,6142021Revenue 2022: $55,745Expenses 2022: $45,792Net Income 2022: $9,9532022Revenue 2023: $71,173Expenses 2023: $85,227Net Income 2023: -$14,0542023Revenue 2024: $69,534Expenses 2024: $66,840Net Income 2024: $2,6942024

Highlighted filing

2024

Revenue$69,534
Expenses$66,840
Net Income$2,694

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.70$0.67$0.03
2023Summary only. Only limited summary data is available for this year.$1.44$0.00$0.71$0.85$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.00$1.58$0.56$0.46$0.10
2021Summary only. Only limited summary data is available for this year.$1.49$0.00$0.48$0.34$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.01$0.37$0.35
2019Summary only. Only limited summary data is available for this year.$1.71$0.00$0.83$0.94$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$1.02$0.91$0.11
2017Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.70$0.90$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$0.82$0.93$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.74$0.91$0.18
2014Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.86$0.87$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.21$0.00$2.21$0.88$0.90$0.03
2012Summary only. Only limited summary data is available for this year.$2.24$0.00$0.93$0.84$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 14, 2025
Return Version
2023v6.0
Gross Receipts
$69,534
Mission and Program Overview

Mission

The foundation's purpose is to plan and present for the education of cpas, lawyers, and other interested parties an annual conference on federal tax.

Program Services

DescriptionGrantsExpenses
EDUCATIONAL PROGRAM - THE UNIVERSITY OF VIRGINIA TAX FOUNDATION PROVIDES AN ANNUAL EDUCATIONAL CONFERENCE ON FEDERAL TAXATION FOR ACCOUNTANTS, LAWYERS, AND OTHER INTERESTED PARTIES.$5,000$64,140
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
L MICHAEL GRACIK JRPresident, Trustee-$0--
CECELIA P HORNERVice President, Trustee-$0--
CHRISTOPHER C BRUBAKERSecretary/Treasurer, Trust-$0--
DAVID M CHASETrustee-$0--
DAVID J DAMIANITrustee-$0--
MICHAEL DORANTrustee-$0--
KRISTEN FRANCES HAGERTrustee-$0--
JON G NEALTrustee-$0--
SUSAN L PORTERTrustee-$0--
JERI K SEIDMANTrustee-$0--
BRUCE C STOCKBURGERTrustee-$0--
LAWRENCE MARTINAsst. Secretary/Treasurer, Trustee-$0--
Filing and Contact Details

Filer

Filer Name
The University of Virginia
EIN
54-1197326
Phone
8042965056
Address
PO BOX 1408, CHARLOTTESVILLE, VA 22902-1408

Signing Officer

Name
Christopher C Brubaker
Title
Treasurer
Phone
8042965056
Signed
2025-08-14
Discuss with paid preparer
Yes

Preparer

Firm
Hantzmon Wiebel Llp
Address
PO BOX 1408, CHARLOTTESVILLE, VA 22902
Preparer
Florena Fay Paurillo
Phone
4342962156
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 5,958.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: general support. Grantee name: uva law school. Grantee address: 580 massie road charlottesville, va 22903. Date of gift: 01/23/24. Amount given: 2,500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: general support. Grantee name: mcintire school of commerce. Grantee address: 140 hospital dr rouss and robertson halls, uva charlottesville, va 22903. Date of gift: 01/23/24. Amount given: 2,500. Total included on form 990-ez, line 10: 5,000.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: conferences and meetings. Amount: 59,140. Description: fees. Amount: 200. Total to form 990-ez, line 16: 59,340.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: realized and unrealized gains/(losses). Amount: 239.

Raw XML Appendix217 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTESVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0229021408
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IRS990EZ/DirectIndirectPltclExpendAmt00
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IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0L MICHAEL GRACIK JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CECELIA P HORNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHRISTOPHER C BRUBAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DAVID M CHASE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DAVID J DAMIANI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL DORAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6KRISTEN FRANCES HAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7JON G NEAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8SUSAN L PORTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JERI K SEIDMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BRUCE C STOCKBURGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11LAWRENCE MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT, TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT, TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY/TREASURER, TRUST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11ASST. SECRETARY/TREASURER, TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0239
IRS990EZ/OtherExpensesTotalAmt059340
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE FOUNDATION'S PURPOSE IS TO PLAN AND PRESENT FOR THE EDUCATION OF CPAS, LAWYERS, AND OTHER INTERESTED PARTIES AN ANNUAL CONFERENCE ON FEDERAL TAX.
IRS990EZ/ProgramServiceRevenueAmt063576
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATIONAL PROGRAM - THE UNIVERSITY OF VIRGINIA TAX FOUNDATION PROVIDES AN ANNUAL EDUCATIONAL CONFERENCE ON FEDERAL TAXATION FOR ACCOUNTANTS, LAWYERS, AND OTHER INTERESTED PARTIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd00
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IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TypeOfOrganizationOtherInd0X
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0245951
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 5,958.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: GENERAL SUPPORT. GRANTEE NAME: UVA LAW SCHOOL. GRANTEE ADDRESS: 580 MASSIE ROAD CHARLOTTESVILLE, VA 22903. DATE OF GIFT: 01/23/24. AMOUNT GIVEN: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: GENERAL SUPPORT. GRANTEE NAME: MCINTIRE SCHOOL OF COMMERCE. GRANTEE ADDRESS: 140 HOSPITAL DR ROUSS AND ROBERTSON HALLS, UVA CHARLOTTESVILLE, VA 22903. DATE OF GIFT: 01/23/24. AMOUNT GIVEN: 2,500. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: CONFERENCES AND MEETINGS. AMOUNT: 59,140. DESCRIPTION: FEES. AMOUNT: 200. TOTAL TO FORM 990-EZ, LINE 16: 59,340.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: REALIZED AND UNREALIZED GAINS/(LOSSES). AMOUNT: 239.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER C BRUBAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08042965056
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE UNIVERSITY OF VIRGINIA
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TAX FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0541197326
ReturnHeader/Filer/PhoneNum08042965056
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1408
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0229021408
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0540618213
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HANTZMON WIEBEL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1408
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLOTTESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022902
ReturnHeader/PreparerPersonGrp/PhoneNum04342962156
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FLORENA FAY PAURILLO
ReturnHeader/ReturnTs02025-08-14T14:56:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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