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Nonprofiteer
← THE WILLIAM & MARY ALUMNI ASSOCIATION

Form 990 for tax year 2024

Filed by THE WILLIAM & MARY ALUMNI ASSOCIATION.

Totals

Total revenue
$3,963,507
Total expenses
$2,065,576
Contributions and grants received
$415,787
Grants paid
$71,650
Program service revenue
$779,464
Investment income
$2,459,671
Other revenue
$308,585
Total assets, end of year
$21,778,100
Total liabilities, end of year
$122,349
Net assets or fund balances, end of year
$21,655,751
Program services expenses (Part IX)
$1,718,649
Management and general expenses
$325,945
Fundraising expenses
$20,982
Program service expenses (Part III)
$1,718,649

Program services were 83.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • TINA REYNOLDS KENNY

    PRESIDENT

    Total calculated
    $0
    Hours/week
    6

  • BRIAN JOSPEH FOCARINO

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • KIRSTEN SHIROMA QUACKENBUSH

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • CHASE T JORDAN

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • JAMES H AMBROSE

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JEAN MARIE BENTLEY

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MILAN K CHAKRABORTY

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JEAN BERGER ESTES

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • WILLIS HAYES GEE JR

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALICE GRACE GIVENS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GERALD A JEUTTER JR

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BARBARA J MARCHBANK

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HAROLD G MARTIN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GRACE A MARTINI

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • AARON K MOSBY

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NATASHA T MOULTON-LEVY

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • FRED W PALMORE III

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BARB LEE RAMSEY

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOANN ADRALES RUH

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM R SCHERMERHORN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOHN COLE SCOTT

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HODAN C SEAGER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LAURA P SHEEHAN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JOHN D WINDT

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MATTHEW L BRANDON

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $259,470
    From this org
    $0
    From related orgs
    $229,392
    Other
    $30,078
    Hours/week
    40 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $229,392 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $30,078 related
    Filer's total
    $0 + $259,470 related

  • KATHLEEN S REDDING

    CHIEF OPERATING OFFICER

    Total calculated
    $118,587
    From this org
    $0
    From related orgs
    $101,607
    Other
    $16,980
    Hours/week
    40 + 20 related

  • VALERIE J CUSHMAN

    EXECUTIVE DIRECTOR, ALUMNI ENGAGEMENT & INCLUSION

    Total calculated
    $183,753
    From this org
    $0
    From related orgs
    $165,219
    Other
    $18,534
    Hours/week
    30 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $165,219 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $18,534 related
    Filer's total
    $0 + $183,753 related

  • KELLY S HOLDCRAFT

    EXECUTIVE DIRECTOR, ALUMNI SUCCESS

    Total calculated
    $162,877
    From this org
    $0
    From related orgs
    $132,799
    Other
    $30,078
    Hours/week
    40 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $132,799 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $30,078 related
    Filer's total
    $0 + $162,877 related

  • JESSICA ABBEY R PEMBERTON

    DIRECTOR OF BUDGET & FINANCE

    Total calculated
    $129,618
    From this org
    $0
    From related orgs
    $100,836
    Other
    $28,782
    Hours/week
    40 + 20 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

FORM 990, SCHEDULE J, PART I
THE ASSOCIATION DOES NOT HAVE COMPENSATION AND EMPLOYEE BENEFIT PRACTICES FOR DISCLOSURE IN PART I AS THEY DO NOT DIRECTLY EMPLOY INDIVIDUALS. ALL EMPLOYEES ARE COMPENSATED BY WILLIAM & MARY FOR THE SERVICES THEY PROVIDE TO THE ASSOCIATION. THE ASSOCIATION THEN REIMBURSES WILLIAM & MARY IN PART FOR THE COMPENSATION AND EMPLOYEE BENEFIT COSTS.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2024
Filed
20 November 2025
IRS schema version
2024v5.2
Source object
202601189349300215

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