Civic Intelligence

The Miller Center Foundation

990 • Fiscal year 2019 • EIN 54-1420895

Jul 01, 2018 to Jun 30, 2019 • Filed on Apr 07, 2020

PO Box 400406Charlottesville, VA 22904-4406

(434) 924-7236

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

20th percentile

0.02x

Higher debt load relative to assets than 20% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

41st percentile

0.16x

Higher debt load relative to revenue than 41% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

57th percentile

5.0%

Higher net margin than 57% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$156,640

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

53rd percentile

4.3%

Faster asset growth than 53% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

89th percentile

45%

Faster revenue growth than 89% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Assets

Up

$19,278,521

Up $798,219 (+4.3%) from 2018

Net Assets

Up

$18,833,258

Up $925,767 (+5.2%) from 2018

Liabilities

Down

$445,263

Down $127,548 (-22%) from 2018

Revenue

Up

$2,844,957

Up $882,477 (+45%) from 2018

Expenses

Down

$2,701,651

Down $507,414 (-16%) from 2018

Net Income

Up

$143,306

Up $1,389,891 (+111%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2011: $12,866,727Liabilities 2011: $6,748Net Assets 2011: $12,859,9792011Assets 2012: $14,374,719Liabilities 2012: $670Net Assets 2012: $14,374,0492012Assets 2013: $16,864,921Liabilities 2013: $24,627Net Assets 2013: $16,840,2942013Assets 2014: $18,015,386Liabilities 2014: $90,422Net Assets 2014: $17,924,9642014Assets 2015: $17,915,465Liabilities 2015: $919,812Net Assets 2015: $16,995,6532015Assets 2016: $18,059,310Liabilities 2016: $800,386Net Assets 2016: $17,258,9242016Assets 2017: $18,339,112Liabilities 2017: $684,524Net Assets 2017: $17,654,5882017Assets 2018: $18,480,302Liabilities 2018: $572,811Net Assets 2018: $17,907,4912018Assets 2019: $19,278,521Liabilities 2019: $445,263Net Assets 2019: $18,833,2582019Assets 2020: $22,787,203Liabilities 2020: $335,130Net Assets 2020: $22,452,0732020Assets 2021: $30,732,016Liabilities 2021: $199,471Net Assets 2021: $30,532,5452021Assets 2022: $29,545,155Liabilities 2022: $0Net Assets 2022: $29,545,1552022Assets 2023: $30,995,813Liabilities 2023: $0Net Assets 2023: $30,995,8132023Assets 2024: $32,250,500Liabilities 2024: $0Net Assets 2024: $32,250,5002024Assets 2025: $34,234,361Liabilities 2025: $0Net Assets 2025: $34,234,3612025

Highlighted filing

2019

Assets$19,278,521
Liabilities$445,263
Net Assets$18,833,258

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,993,454Expenses 2011: $3,026,893Net Income 2011: -$1,033,4392011Revenue 2012: $4,183,527Expenses 2012: $3,036,455Net Income 2012: $1,147,0722012Revenue 2013: $3,209,413Expenses 2013: $2,647,205Net Income 2013: $562,2082013Revenue 2014: $2,734,362Expenses 2014: $3,946,116Net Income 2014: -$1,211,7542014Revenue 2015: $3,316,416Expenses 2015: $2,650,531Net Income 2015: $665,8852015Revenue 2016: $3,885,385Expenses 2016: $2,953,905Net Income 2016: $931,4802016Revenue 2017: $1,645,998Expenses 2017: $2,724,275Net Income 2017: -$1,078,2772017Revenue 2018: $1,962,480Expenses 2018: $3,209,065Net Income 2018: -$1,246,5852018Revenue 2019: $2,844,957Expenses 2019: $2,701,651Net Income 2019: $143,3062019Revenue 2020: $4,711,123Expenses 2020: $1,858,868Net Income 2020: $2,852,2552020Revenue 2021: $3,484,912Expenses 2021: $2,964,815Net Income 2021: $520,0972021Revenue 2022: $4,309,176Expenses 2022: $3,951,428Net Income 2022: $357,7482022Revenue 2023: $3,873,926Expenses 2023: $2,801,427Net Income 2023: $1,072,4992023Revenue 2024: $3,637,656Expenses 2024: $4,144,401Net Income 2024: -$506,7452024Revenue 2025: $3,414,979Expenses 2025: $4,596,587Net Income 2025: -$1,181,6082025

Highlighted filing

2019

Revenue$2,844,957
Expenses$2,701,651
Net Income$143,306
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Apr 7, 2020
Return Version
2018v3.1
Gross Receipts
$2,971,480
Mission and Program Overview

Mission

The miller center foundation is a supporting institution of the miller center at the university of virginia. A nonpartisan meeting place of scholars, students, media, and government officials, the miller center conducts research on the american presidency and on contemporary public policy. The miller center foundation raises the funds in support of these activities and is an exempt organization under the section of 501(a) of the internal revenue code. The miller center foundation is a 501(c)(3) organization described in section 509(a)(1) with sub-classification 170(b)(1)(a)(vi). The miller center foundation receives support in the form of gifts, grants, and contributions.

The miller center foundation's mission is to support the miller center at the university of virginia, a nonpartisan meeting place of scholars, students, media, and government officials. The miller center conducts research on the american presidency and on contemporary public policy. The miller center foundation is an exempt organization under the section of 501(a) of the internal revenue code. The miller center foundation is a 501(c)(3) organization described in section 509(a)(1) with sub-classification 170(b)(1)(a)(vi). The miller center foundation receives support in the form of grants and contributions from other organizations and the public.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$15,279,081$15,537,822▲ $258,741
Pledges and Grants Receivable$1,379,294$1,953,449▲ $574,155
Cash and Non-Interest-Bearing Accounts$831,482$798,755▼ $32,727
Prepaid Expenses and Deferred Charges$29,188$29,992▲ $804
Total Assets$18,480,302$19,278,521▲ $798,219
Other Assets Total$961,257$958,503▼ $2,754
Liabilities
Other Liabilities$492,659$373,651▼ $119,008
Accounts Payable and Accrued Expenses$80,152$71,612▼ $8,540
Total Liabilities$572,811$445,263▼ $127,548
Net Assets / Fund Balance
Permanently Rstr Net Assets$7,622,587$7,610,587▼ $12,000
Unrestricted Net Assets$5,899,240$6,265,716▲ $366,476
Temporarily Rstr Net Assets$4,385,664$4,956,955▲ $571,291
Total Net Assets Fund Balance$17,907,491$18,833,258▲ $925,767
Total Liabilities and Net Assets / Fund Balance$18,480,302$19,278,521▲ $798,219

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$15,537,822--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$15,279,081$105,000▲ $850,532$662,861$15,537,822
2017$14,221,971$271,689▲ $1,571,258$764,863$15,279,081
2016$12,772,034$475,164▲ $1,567,658$559,689$14,221,971
2015$12,576,514$1,348,887▼ $185,697$932,897$12,772,034
2014$11,857,956$325,000▲ $898,718$482,811$12,576,514
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Susan M CorteseSenior Associate DirectorFT$135,387$21,253$156,640

Board Members and Trustees

NameTitle
Joseph R Gladden JrChair, Ex-officio Board Member
Leonard W SandridgeVice Chair
Daniel P JordanBoard Member
Gordon C BurrisBoard Member
Paula F NewcombBoard Member
Barbara J FriedEx-officio Board Member
John C JeffriesEx-officio Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$2,838,997
Program Service Revenue
$0
Investment Income
$2,786
Other Revenue
$3,174
All Other Contributions
$2,838,997
Change in Net Assets
$143,306

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded16$125,911Quoted Fair Market Value
Total Noncash Contributions16$125,911-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,844,957
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$830,202
Total Revenue per Audited Statements
$3,675,159
Total Revenue per Form 990
$2,844,957
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,291,495
Total Fundraising Expense$298,282
Salaries, Compensation, and Employee Benefits$258,506
Other Expenses$151,650
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,291,495--$2,291,495
Other Salaries and Wages-$3,803$195,395$199,198
Fees for Services Accounting-$50,550-$50,550
Other Employee Benefits--$24,320$24,320
Pension Plan Contributions--$20,225$20,225
Fees for Services Legal-$18,209-$18,209
Travel$1,136$14,436$2,491$18,063
Conferences and Meetings$312-$16,289$16,601
Payroll Taxes--$14,763$14,763
Advertising-$200$13,390$13,590
Insurance-$9,324-$9,324
Occupancy-$8,327-$8,327
Fees for Services Other-$4,501-$4,501
Other Expenses--$3,700$3,700
Office Expenses-$1,076-$1,076
Total Functional Expenses$2,292,943$110,426$298,282$2,701,651

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,749,392
Expenses per Audited Statements$2,701,651
Total Expenses per Form 990$2,701,651
Expenses Not Reported on Form 990$47,741
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Miller Center of the University of VirginiaCharlottesville, VA501(c)(3)Support Projects and Other Operating Activities of the Miller Center of the University of Virginia$2,291,495
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$373,651
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The auditors present the financial report at a miller center foundation board meeting annually and make available the 990 to the board annually. Based upon that presentation and review, if there are no corrections, the documents are approved by the board.

Form 990, Part VI, Section B, Line 12C

The miller center foundation distributes its conflict of interest policy to board and staff members on an annual basis and requires signed disclosures from each member.

Form 990, Part VI, Section C, Line 18

The foundation's form 1023 and form 990 are available upon request.

Form 990, Part VI, Section C, Line 19

The foundation's governing documents, conflict of interest policy, and financial statements are available upon request.

FORM 990, PART VII, SECTION A:

The foundation board of directors approved the transition of fund-raising responsibilities for the miller center from the foundation to the miller center in january 2019. As part of the transition, the foundation effected the transfer of foundation employees to the university of virginia's office of advancement and, as of february 2019, no longer has employees. Additionally, the executive director position at the foundation was vacant for fiscal year 2019. In september 2019, the foundation board of directors voted to appoint kelly mccaskill, a university of virginia employee, as the executive director.

Filing and Contact Details

Filer

Filer Name
The Miller Center Foundation
EIN
54-1420895
Phone
4349247236
Address
PO BOX 400406, CHARLOTTESVILLE, VA 22904-4406

Signing Officer

Name
Andrew Chancey
Title
Treasurer
Phone
4349244267
Signed
2020-04-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Chancey
Formed
1987
Legal Domicile
Va
Voting Board Members
7
Independent Board Members
7
Employees
6
Volunteers
20

Preparer

Firm
HANTZMON WIEBEL LLP CPA'S
Address
818 E JEFFERSON ST PO BOX 1408, CHARLOTTESVILLE, VA 22902
Preparer
Edward J Schmitz
Phone
4342962156
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in value of split interest agreements -16,000. Change in cash surrender value of life insurance policy 798. Change in allowance and charge offs -23,993. Change in lease liability 5,054.

FORM 990, PART XII, LINE 2C:

Oversight process: no changes were made to the oversight process during the fiscal year.

Financial Statement Notes

PART V, LINE 4:

Amounts invested in the endowment fund are to be used based on the donors' restrictions

PART X, LINE 2:

The foundation has reviewed and evaluated the relevant technical merits of each of its tax positions in accordance with guidance established by the financial accounting standards board (fasb) and determined that there are no uncertain tax positions that would have a material impact on the financial statements of the foundation.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in value of split interest agreements -16,000. Change in cash surrender value of life insurance policy 798. Change in allowance and charge offs -23,993. Change in lease liability 5,054.

Parts XII, Line 2B and XIII, Line 2A

Details of contributed services: the foundation receives donated administrative support from the miller center at the university of virginia in the form of staff time. The amount of the contributed services is based on the percentage of time attributable to the foundation's operations. The donated administrative support of $47,741 is classified as: management and general - $46,681 fund-raising - $1,060

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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MILLER CENTER FOUNDATION'S MISSION IS TO SUPPORT THE MILLER CENTER AT THE UNIVERSITY OF VIRGINIA, A NONPARTISAN MEETING PLACE OF SCHOLARS, STUDENTS, MEDIA, AND GOVERNMENT OFFICIALS. THE MILLER CENTER CONDUCTS RESEARCH ON THE AMERICAN PRESIDENCY AND ON CONTEMPORARY PUBLIC POLICY. THE MILLER CENTER FOUNDATION IS AN EXEMPT ORGANIZATION UNDER THE SECTION OF 501(A) OF THE INTERNAL REVENUE CODE. THE MILLER CENTER FOUNDATION IS A 501(C)(3) ORGANIZATION DESCRIBED IN SECTION 509(A)(1) WITH SUB-CLASSIFICATION 170(B)(1)(A)(VI). THE MILLER CENTER FOUNDATION RECEIVES SUPPORT IN THE FORM OF GRANTS AND CONTRIBUTIONS FROM OTHER ORGANIZATIONS AND THE PUBLIC.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt017907491
IRS990/NetAssetsOrFundBalancesEOYAmt018833258
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-2150
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2150
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0816602
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0125911
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt08327
IRS990/OccupancyGrp/TotalAmt08327
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01076
IRS990/OfficeExpensesGrp/TotalAmt01076
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0961257
IRS990/OtherAssetsTotalGrp/EOYAmt0958503
IRS990/OtherChangesInNetAssetsAmt0-34141
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt024320
IRS990/OtherEmployeeBenefitsGrp/TotalAmt024320
IRS990/OtherExpensesGrp/Desc0REGISTRATION FEES
IRS990/OtherExpensesGrp/Desc1CONTRIBUTION EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt07709
IRS990/OtherExpensesGrp/FundraisingAmt13700
IRS990/OtherExpensesGrp/TotalAmt07709
IRS990/OtherExpensesGrp/TotalAmt13700
IRS990/OtherLiabilitiesGrp/BOYAmt0492659
IRS990/OtherLiabilitiesGrp/EOYAmt0373651
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0195395
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt03803
IRS990/OtherSalariesAndWagesGrp/TotalAmt0199198
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt014763
IRS990/PayrollTaxesGrp/TotalAmt014763
IRS990/PensionPlanContributionsGrp/FundraisingAmt020225
IRS990/PensionPlanContributionsGrp/TotalAmt020225
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt07622587
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt07610587
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01379294
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01953449
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt029188
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt029992
IRS990/PrincipalOfficerNm0ANDREW CHANCEY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01958408
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02206391
IRS990/PYInvestmentIncomeAmt01716
IRS990/PYOtherExpensesAmt0339238
IRS990/PYOtherRevenueAmt02356
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1246585
IRS990/PYSalariesCompEmpBnftPaidAmt0663436
IRS990/PYTotalExpensesAmt03209065
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01962480
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0143306
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03174
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt03174
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt03174
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02838997
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01959307
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01647193
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt03875890
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03308868
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013630255
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04936
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0817
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0938
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02066
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01220
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt09977
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt028258
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.65790
IRS990ScheduleA/PublicSupportPY170Pct00.70120
IRS990ScheduleA/PublicSupportTotal170Amt08973719
IRS990ScheduleA/SubstantialContributorsTotAmt04656536
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02838997
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01959307
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01647193
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03875890
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03308868
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013630255
IRS990ScheduleA/TotalSupportAmt013640232
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.37050
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt033930
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt015279081
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0105000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt015537822
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0850532
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0662861
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt020974
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt014221971
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0271689
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt015279081
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01571258
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0764863
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt033196
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt012772034
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0475164
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt014221971
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01567658
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0559689
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt034773
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt012576514
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01348887
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt012772034
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-185697
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0932897
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt022349
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt011857956
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0325000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt012576514
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0898718
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0482811
IRS990ScheduleD/DonatedServicesAndUseFcltsAmt047741
IRS990ScheduleD/DonatedServicesUseFcltsAmt047741
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/ExpensesNotReportedAmt047741
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02701651
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0816602
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0373651
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEASE LIABILITY
IRS990ScheduleD/OtherRevenueAmt0-34141
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt015537822
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ENDOWMENT FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.42360
IRS990ScheduleD/RevenueNotReportedAmt0830202
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02844957
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AMOUNTS INVESTED IN THE ENDOWMENT FUND ARE TO BE USED BASED ON THE DONORS' RESTRICTIONS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION HAS REVIEWED AND EVALUATED THE RELEVANT TECHNICAL MERITS OF EACH OF ITS TAX POSITIONS IN ACCORDANCE WITH GUIDANCE ESTABLISHED BY THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) AND DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS OF THE FOUNDATION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -16,000. CHANGE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICY 798. CHANGE IN ALLOWANCE AND CHARGE OFFS -23,993. CHANGE IN LEASE LIABILITY 5,054.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3DETAILS OF CONTRIBUTED SERVICES: THE FOUNDATION RECEIVES DONATED ADMINISTRATIVE SUPPORT FROM THE MILLER CENTER AT THE UNIVERSITY OF VIRGINIA IN THE FORM OF STAFF TIME. THE AMOUNT OF THE CONTRIBUTED SERVICES IS BASED ON THE PERCENTAGE OF TIME ATTRIBUTABLE TO THE FOUNDATION'S OPERATIONS. THE DONATED ADMINISTRATIVE SUPPORT OF $47,741 IS CLASSIFIED AS: MANAGEMENT AND GENERAL - $46,681 FUND-RAISING - $1,060
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PARTS XII, LINE 2B AND XIII, LINE 2A
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.20590
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt015537822
IRS990ScheduleD/TotalExpensesPerForm990Amt02701651
IRS990ScheduleD/TotalLiabilityAmt0373651
IRS990ScheduleD/TotalRevenuePerForm990Amt02844957
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03675159
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02749392
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt02291495
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT PROJECTS AND OTHER OPERATING ACTIVITIES OF THE MILLER CENTER OF THE UNIVERSITY OF VIRGINIA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE MILLER CENTER OF THE UNIVERSITY OF VIRGINIA
IRS990ScheduleI/RecipientTable/RecipientEIN0546001796
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 400406
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CHARLOTTESVILLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0229044406
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0135387
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt014162
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt07091
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SUSAN M CORTESE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SENIOR ASSOCIATE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0156640
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$34.2$0.00$34.2$3.41$4.60$1.18
2024Detailed filing. Detailed filing data is available for this year.$32.3$0.00$32.3$3.64$4.14$0.51
2023Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$3.87$2.80$1.07
2022Detailed filing. Detailed filing data is available for this year.$29.5$0.00$29.5$4.31$3.95$0.36
2021Detailed filing. Detailed filing data is available for this year.$30.7$0.20$30.5$3.48$2.96$0.52
2020Detailed filing. Detailed filing data is available for this year.$22.8$0.34$22.5$4.71$1.86$2.85
2019Detailed filing. Detailed filing data is available for this year.$19.3$0.45$18.8$2.84$2.70$0.14
2018Detailed filing. Detailed filing data is available for this year.$18.5$0.57$17.9$1.96$3.21$1.25
2017Detailed filing. Detailed filing data is available for this year.$18.3$0.68$17.7$1.65$2.72$1.08
2016Detailed filing. Detailed filing data is available for this year.$18.1$0.80$17.3$3.89$2.95$0.93
2015Detailed filing. Detailed filing data is available for this year.$17.9$0.92$17.0$3.32$2.65$0.67
2014Detailed filing. Detailed filing data is available for this year.$18.0$0.09$17.9$2.73$3.95$1.21
2013Summary only. Only limited summary data is available for this year.$16.9$0.02$16.8$3.21$2.65$0.56
2012Summary only. Only limited summary data is available for this year.$14.4$0.00$14.4$4.18$3.04$1.15
2011Summary only. Only limited summary data is available for this year.$12.9$0.01$12.9$1.99$3.03$1.03