Skip to content
Nonprofiteer
← THE WILLIAM & MARY ALUMNI ASSOCIATION

Form 990 for tax year 2022

Filed by THE WILLIAM & MARY ALUMNI ASSOCIATION.

Totals

Total revenue
$1,410,806
Total expenses
$1,695,236
Contributions and grants received
$450,284
Grants paid
$46,000
Program service revenue
$473,513
Investment income
$156,183
Other revenue
$330,826
Total assets, end of year
$18,584,705
Total liabilities, end of year
$179,006
Net assets or fund balances, end of year
$18,405,699
Program services expenses (Part IX)
$1,524,428
Management and general expenses
$142,596
Fundraising expenses
$28,212
Program service expenses (Part III)
$1,524,428

Program services were 89.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • ANNA DINWIDDIE HATFIELD

    PRESIDENT

    Total calculated
    $0
    Hours/week
    6

  • CARLA S MORELAND

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • JANET MCNULTY OSBORN

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • DAVID T SCOTT

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • JOHN COLE SCOTT

    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

  • D BRUCE CHRISTIAN

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GAIL BORGATTI CROALL

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • GEORGE E CRUSER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JEAN BERGER ESTES

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BRIAN JOSEPH FOCARINO

    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

  • GLENMORE HINES HARDING

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL S HOAK

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SCOTT KELSEY

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TINA REYNOLDS KENNY

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • BARBARA J MARCHBANK

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • NATASHA T MOULTON-LEVY

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • TODD W NORRIS

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • FRED W PALMORE III

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • HODAN C SEAGER

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • UMESH KUMAR TRIKHA

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MARILYN W MIDYETTE

    CEO (UNTIL 8/1/22)

    Total calculated
    $181,062
    From this org
    $0
    From related orgs
    $157,924
    Other
    $23,138
    Hours/week
    40 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $157,424 related
    Bonus
    $0 + $500 related
    Other
    $0
    Deferred
    $0 + $10,496 related
    Nontaxable benefits
    $0 + $12,642 related
    Filer's total
    $0 + $181,062 related

  • HOWARD BUSBEE

    INTERIM CEO (UNTIL 11/30/22

    Total calculated
    $49,053
    From this org
    $0
    From related orgs
    $49,053
    Other
    $0
    Hours/week
    40 + 20 related

  • MATTHEW BRANDON

    CEO (AS OF 12/1/22)

    Total calculated
    $41,982
    From this org
    $0
    From related orgs
    $41,747
    Other
    $235
    Hours/week
    40 + 20 related

  • JOHN S KANE

    MANAGING DIRECTOR FOR OPERATIONS (UNTIL 10/1/22)

    Total calculated
    $132,569
    From this org
    $0
    From related orgs
    $122,074
    Other
    $10,495
    Hours/week
    35 + 16 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
2022
Filed
15 February 2024
IRS schema version
2022v5.0
Source object
202401079349301220

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.