Nonprofit · EIN 54-6054289
THE WILLIAM & MARY ALUMNI ASSOCIATION
Tax-exempt · WILLIAMSBURG, VA 23187
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $3,963,507 | $2,065,576 | $1,897,931 | $21,778,100 | $122,349 | $21,655,751 |
| June 30, 2024 | 990 | $1,668,297 | $1,467,002 | $201,295 | $20,242,950 | $216,343 | $20,026,607 |
| June 30, 2023 | 990 | $1,410,806 | $1,695,236 | -$284,430 | $18,584,705 | $179,006 | $18,405,699 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $415,787
- Program service revenue
- $779,464
- Investment income
- $2,459,671
- Royalties
- $9,866
- Net rental income
- $65,244
- Net gain from sales of assets
- $2,220,616
- Net income from sales of inventory
- $105,810
- Other revenue
- $308,585
Expenses
- Grants and similar amounts paid
- $71,650
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $31,059
- Travel
- $74,280
- Depreciation
- $12,333
- Program services (functional)
- $1,718,649
- Management and general (functional)
- $325,945
- Fundraising (functional)
- $20,982
Balance sheet and other
- Total assets, start of year
- $20,242,950
- Total assets, end of year
- $21,778,100
- Total liabilities, end of year
- $122,349
- Net assets, end of year
- $21,655,751
- Land, buildings and equipment
- $77,612
- Publicly traded securities
- $12,443,916
- Net assets without donor restrictions
- $15,870,518
- Net assets with donor restrictions
- $5,785,233
- Gross unrelated business income
- $127,665
- Gross receipts
- $16,049,896
- Employees
- 0
- Volunteers
- 466
- Year formed
- 1923
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MATTHEW L BRANDON | CHIEF EXECUTIVE OFFICER Officer | 40 | $0 | $229,392 | $30,078 |
| VALERIE J CUSHMAN | EXECUTIVE DIRECTOR, ALUMNI ENGAGEMENT & INCLUSION Highest-paid employee | 30 | $0 | $165,219 | $18,534 |
| KELLY S HOLDCRAFT | EXECUTIVE DIRECTOR, ALUMNI SUCCESS Highest-paid employee | 40 | $0 | $132,799 | $30,078 |
| JESSICA ABBEY R PEMBERTON | DIRECTOR OF BUDGET & FINANCE Highest-paid employee | 40 | $0 | $100,836 | $28,782 |
| KATHLEEN S REDDING | CHIEF OPERATING OFFICER Officer | 40 | $0 | $101,607 | $16,980 |
| TINA REYNOLDS KENNY | PRESIDENT Trustee or director, Officer | 6 | $0 | $0 | $0 |
| BRIAN JOSPEH FOCARINO | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KIRSTEN SHIROMA QUACKENBUSH | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| CHASE T JORDAN | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JAMES H AMBROSE | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEAN MARIE BENTLEY | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MILAN K CHAKRABORTY | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEAN BERGER ESTES | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| WILLIS HAYES GEE JR | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ALICE GRACE GIVENS | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
14 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GERALD A JEUTTER JR | MEMBER Trustee or director | 1 | $0 |
| BARBARA J MARCHBANK | MEMBER Trustee or director | 1 | $0 |
| HAROLD G MARTIN | MEMBER Trustee or director | 1 | $0 |
| GRACE A MARTINI | MEMBER Trustee or director | 1 | $0 |
| AARON K MOSBY | MEMBER Trustee or director | 1 | $0 |
| NATASHA T MOULTON-LEVY | MEMBER Trustee or director | 1 | $0 |
| FRED W PALMORE III | MEMBER Trustee or director | 1 | $0 |
| BARB LEE RAMSEY | MEMBER Trustee or director | 1 | $0 |
| JOANN ADRALES RUH | MEMBER Trustee or director | 1 | $0 |
| WILLIAM R SCHERMERHORN | MEMBER Trustee or director | 1 | $0 |
| JOHN COLE SCOTT | MEMBER Trustee or director | 1 | $0 |
| HODAN C SEAGER | MEMBER Trustee or director | 1 | $0 |
| LAURA P SHEEHAN | MEMBER Trustee or director | 1 | $0 |
| JOHN D WINDT | MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MATTHEW L BRANDON | CHIEF EXECUTIVE OFFICER Officer | 40 | $0 | $208,523 | $33,218 |
| VALERIE CUSHMAN | SENIOR DIRECTOR, ALUMNI ENGAGEMENT Highest-paid employee | 40 | $0 | $161,596 | $17,712 |
| KELLY HOLDCRAFT | SENIOR DIRECTOR, ALUMNI SUCCESS Highest-paid employee | 40 | $0 | $115,646 | $28,704 |
| KATHLEEN S REDDING | CHIEF OPERATING OFFICER Officer | 40 | $0 | $40,350 | $5,492 |
| TINA REYNOLDS KENNY | PRESIDENT Trustee or director, Officer | 6 | $0 | $0 | $0 |
| ANNA DINWIDDIE HATFIELD | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRIAN JOSPEH FOCARINO | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| KIRSTEN SHIROMA QUACKENBUSH | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| CHASE T JORDAN | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JAMES H AMBROSE | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEAN MARIE BENTLEY | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GEORGE E CRUSER | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEAN BERGER ESTES | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| WILLIS HAYES GEE JR | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ALICE GRACE GIVENS | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GLENMORE HINES HARDING | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GERALD A JEUTTER JR | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BARBARA J MARCHBANK | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HAROLD G MARTIN | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GRACE A MARTINI | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| NATASHA T MOULTON-LEVY | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| FRED W PALMORE III | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTIA V REY | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM R SCHERMERHORN | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOHN COLE SCOTT | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HODAN C SEAGER | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| UMESH KUMAR TRIKHA | MEMBER (1/23-9/23) Trustee or director | 1 | $0 | $0 | $0 |
| JOHN D WINDT | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 28 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARILYN W MIDYETTE | CEO (UNTIL 8/1/22) Trustee or director, Officer | 40 | $0 | $157,924 | $23,138 |
| JOHN S KANE | MANAGING DIRECTOR FOR OPERATIONS (UNTIL 10/1/22) Highest-paid employee | 35 | $0 | $122,074 | $10,495 |
| HOWARD BUSBEE | INTERIM CEO (UNTIL 11/30/22 Trustee or director, Officer | 40 | $0 | $49,053 | $0 |
| MATTHEW BRANDON | CEO (AS OF 12/1/22) Trustee or director, Officer | 40 | $0 | $41,747 | $235 |
| ANNA DINWIDDIE HATFIELD | PRESIDENT Trustee or director, Officer | 6 | $0 | $0 | $0 |
| CARLA S MORELAND | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JANET MCNULTY OSBORN | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DAVID T SCOTT | SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JOHN COLE SCOTT | TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JAMES H AMBROSE | MEMBER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEAN MARIE BENTLEY | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| D BRUCE CHRISTIAN | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GAIL BORGATTI CROALL | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GEORGE E CRUSER | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEAN BERGER ESTES | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN JOSEPH FOCARINO | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| WILLIS HAYES GEE JR | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ALICE GRACE GIVENS | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GLENMORE HINES HARDING | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL S HOAK | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT KELSEY | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TINA REYNOLDS KENNY | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BARBARA J MARCHBANK | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| NATASHA T MOULTON-LEVY | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TODD W NORRIS | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| FRED W PALMORE III | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HODAN C SEAGER | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| UMESH KUMAR TRIKHA | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2100, WILLIAMSBURG, VA 23187-2100
- Signed the 990
- MATTHEW BRANDON, CEO
- Phone
- (757) 221-1907
- Website
- WWW.WMALUMNI.COM
- Return prepared by
- PBMARES LLP
Mission
THE MISSION OF THE ALUMNI ASSOCIATION IS TO CULTIVATE A VIBRANT AND INCLUSIVE ALUMNI COMMUNITY COMMITTED TO DEEPENING CONNECTIONS WITH EACH OTHER AND WILLIAM & MARY FOR ALL TIME COMING.
Program accomplishments
- ALUMNI ENGAGEMENT - BRINGS FELLOW WILLIAM & MARY ALUMNI BACK TOGETHER WITH THEIR ALMA MATER IN FAMILIAR AND NEW SPACES TO RECONNECT, GENERATE IMPACT AND CELEBRATE EACH OTHER.Expenses $1,371,374 · revenue $885,274
- ALUMNI HOUSE PASS THROUGH - PROVIDE RENTAL PROGRAM REVENUE TO WILLIAM AND MARY'S OFFICE OF UNIVERSITY ADVANCEMENTExpenses $227,318
- AWARDS AND HONORS - ACTIVELY RECOGNIZING OUTSTANDING AND DEDICATED WILLIAM & MARY ALUMNI, FACULTY, COACHES AND STUDENTS THROUGH ROBUST AWARDS PROGRAMS THAT RECOGNIZE THE BEST OF THE BEST IN PERPETUITY.Expenses $66,707 · grants $18,400
- ORDER OF THE WHITE JACKET - PROVIDED SCHOLARSHIPS FOR STUDENTS AT WILLIAM & MARY WORKING IN THE FOOD SERVICE INDUSTRY. THESE SCHOLARSHIPS ARE FUNDED THROUGH MULTIPLE ENDOWMENTS.Expenses $53,250 · grants $53,250
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
- 54-6054289
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1945
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B84Z)
- Assets (IRS master file)
- $21,778,100
- Income (IRS master file)
- $16,049,896
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $3,963,507 | $2,065,576 | $21,778,100 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $1,668,297 | $1,467,002 | $20,242,950 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $1,410,806 | $1,695,236 | $18,584,705 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $1,967,274 | $1,433,849 | $17,614,016 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 54-6054289).
Questions about THE WILLIAM & MARY ALUMNI ASSOCIATION
- What is the EIN of THE WILLIAM & MARY ALUMNI ASSOCIATION?
- The employer identification number (EIN) of THE WILLIAM & MARY ALUMNI ASSOCIATION is 54-6054289.
- Is THE WILLIAM & MARY ALUMNI ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1945.
- Are donations to THE WILLIAM & MARY ALUMNI ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE WILLIAM & MARY ALUMNI ASSOCIATION 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 THE WILLIAM & MARY ALUMNI ASSOCIATION 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 THE WILLIAM & MARY ALUMNI ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of THE WILLIAM & MARY ALUMNI ASSOCIATION?
- The 990 for the year ended June 30, 2025 lists 29 people; 0 received compensation from the organization.
- How much revenue does THE WILLIAM & MARY ALUMNI ASSOCIATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $3,963,507, expenses of $2,065,576 and total assets of $21,778,100 at year end.
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