2026-04-28T08:17:08-05:00 2025-06-30 540737372 PBMARES LLP 4801 COURTHOUSE ST SUITE 128 WILLIAMSBURG VA 23188 990 2024-07-01 546054289 THE WILLIAM & MARY ALUMNI ASSOCIATION WILL 7572211907 PO BOX 2100 WILLIAMSBURG VA 23187 MATTHEW BRANDON CEO 7572211842 2025-11-20 1 0 EDWARD T YODER CPA P00239134 7572297180 2025-11-20 X 2024 2025-03-06 01:10:19Z PO BOX 2100 WILLIAMSBURG VA 23187 16049896 0 X WWW.WMALUMNI.COM X 1923 VA TO SUPPORT WILLIAM & MARY AND ITS ALUMNI THROUGH ENGAGEMENT ACTIVITIES AND SERVICES 24 24 0 466 127665 89837 352360 415787 395000 779464 513339 2459671 407598 308585 1668297 3963507 38000 71650 0 0 0 0 0 0 20982 1429002 1993926 1467002 2065576 201295 1897931 20242950 21778100 216343 122349 20026607 21655751 X 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. 0 0 1371374 885274 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. 227318 ALUMNI HOUSE PASS THROUGH - PROVIDE RENTAL PROGRAM REVENUE TO WILLIAM AND MARY'S OFFICE OF UNIVERSITY ADVANCEMENT 66707 18400 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. 53250 53250 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. 53250 53250 1718649 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 18 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 AL AK AZ AR CA CT DC GA HI VA WA WV WI ME MD MA MI MN MS MO NH IL LA OH OR PA RI SC TN UT NJ NM NY NC KS KY ND X X THE ORGANIZATION 7572211201 PO BOX 2100 WILLIAMSBURG VA 23187 TINA REYNOLDS KENNY PRESIDENT 6.00 0.00 X X 0 0 0 BRIAN JOSPEH FOCARINO VICE PRESIDENT 2.00 0.00 X X 0 0 0 KIRSTEN SHIROMA QUACKENBUSH SECRETARY 2.00 0.00 X X 0 0 0 CHASE T JORDAN TREASURER 2.00 0.00 X X 0 0 0 JAMES H AMBROSE MEMBER 1.00 0.00 X 0 0 0 JEAN MARIE BENTLEY MEMBER 1.00 0.00 X 0 0 0 MILAN K CHAKRABORTY MEMBER 1.00 0.00 X 0 0 0 JEAN BERGER ESTES MEMBER 1.00 0.00 X 0 0 0 WILLIS HAYES GEE JR MEMBER 1.00 0.00 X 0 0 0 ALICE GRACE GIVENS MEMBER 1.00 0.00 X 0 0 0 GERALD A JEUTTER JR MEMBER 1.00 0.00 X 0 0 0 BARBARA J MARCHBANK MEMBER 1.00 0.00 X 0 0 0 HAROLD G MARTIN MEMBER 1.00 0.00 X 0 0 0 GRACE A MARTINI MEMBER 1.00 0.00 X 0 0 0 AARON K MOSBY MEMBER 1.00 0.00 X 0 0 0 NATASHA T MOULTON-LEVY MEMBER 1.00 0.00 X 0 0 0 FRED W PALMORE III MEMBER 1.00 0.00 X 0 0 0 BARB LEE RAMSEY MEMBER 1.00 0.00 X 0 0 0 JOANN ADRALES RUH MEMBER 1.00 0.00 X 0 0 0 WILLIAM R SCHERMERHORN MEMBER 1.00 0.00 X 0 0 0 JOHN COLE SCOTT MEMBER 1.00 0.00 X 0 0 0 HODAN C SEAGER MEMBER 1.00 0.00 X 0 0 0 LAURA P SHEEHAN MEMBER 1.00 0.00 X 0 0 0 JOHN D WINDT MEMBER 1.00 0.00 X 0 0 0 MATTHEW L BRANDON CHIEF EXECUTIVE OFFICER 40.00 20.00 X 0 229392 30078 KATHLEEN S REDDING CHIEF OPERATING OFFICER 40.00 20.00 X 0 101607 16980 VALERIE J CUSHMAN EXECUTIVE DIRECTOR, ALUMNI ENGAGEMENT & INCLUSION 30.00 30.00 X 0 165219 18534 KELLY S HOLDCRAFT EXECUTIVE DIRECTOR, ALUMNI SUCCESS 40.00 20.00 X 0 132799 30078 JESSICA ABBEY R PEMBERTON DIRECTOR OF BUDGET & FINANCE 40.00 20.00 X 0 100836 28782 0 729853 124452 0 0 1 0 WILLIAMSBURG OCCASIONS LLC THE CATERIN 108 INGRAM ROAD STE 18 WILLIAMSBURG VA 23188 CATERING 363782 1 415787 415787 ALUMNI PROGRAM REVENUE 611710 767169 767169 OTHER REVENUE 611710 12295 12295 779464 239055 239055 9866 9866 65244 0 65244 65244 65244 14276906 12056290 2220616 2220616 2220616 135909 30099 105810 105810 TRAVEL PROGRAM 561520 127665 127665 127665 3963507 885274 127665 2534781 X 71650 71650 31059 31059 52191 52191 582082 431452 138285 12345 7114 7114 167301 131673 33301 2327 74280 67970 6310 109895 90231 19664 12333 12333 34500 34500 UNRELATED BUSINESS INCO 17859 17859 ALUMNI EVENT EXPENSE 541900 514730 27170 ALUMNI JOURNEY ROOM EXP 227318 227318 SERVICE EXPENSES 60857 60857 75237 50962 24275 2065576 1718649 325945 20982 292351 188798 308 1927657 88853 104946 281635 64366 18981 13041 795389 717777 89945 77612 12939586 12443916 6531291 6957764 20242950 21778100 175281 92102 36092 30247 4970 0 216343 122349 X 14500016 15870518 5526591 5785233 20026607 21655751 20242950 21778100 1897931 -268787 0 X X 0 1 X 1 0 X 350228 471081 450284 352360 415787 2039740 350228 471081 450284 352360 415787 2039740 2039740 438308 903243 614760 585210 314165 2855686 9544 91985 115588 135426 90837 443380 47 311 2310 2668 5341474 2561154 0.38190 0.37750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6531391 17288 639854 230719 6957814 6243157 4497 488224 204487 6531391 6077903 4522 370973 210241 6243157 6449376 132361 -246461 257373 6077903 4901669 6497 1679927 138717 6449376 0.26016 0.32320 0.41664 0 1 1 378914 356925 21989 71639 64502 7137 344836 296350 48486 77612 ENDOWMENT FUNDS HELD BY OTHERS 6957764 F 6957764 X 3807819 -268787 83000 30099 -155688 3963507 0 3963507 2178675 83000 30099 113099 2065576 0 2065576 PART V, LINE 4: TO SUPPORT THE MISSION AND PROGRAMS OF THE ALUMNI ASSOCIATION PART X, LINE 2: THE ALUMNI ASSOCIATION IS A NONSTOCK CORPORATION THAT HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE EXEMPT FROM TAXES ON INCOME DERIVED FROM ACTIVITIES RELATED TO ITS TAX-EXEMPT PURPOSE UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CERTAIN ACTIVITIES OF THE ALUMNI ASSOCIATION ARE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. UNRELATED BUSINESS INCOME TAXES DUE WERE $63,156 AND $29,167 AT JUNE 30, 2025 AND 2024, RESPECTIVELY, AND INCLUDED IN FEES ON THE STATEMENTS OF FUNCTIONAL EXPENSES. FASB ASC TOPIC 740, INCOME TAXES, PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ALUMNI ASSOCIATION'S MANAGEMENT HAS EVALUATED THE IMPACT OF THE STANDARD TO ITS FINANCIAL STATEMENTS. THE ALUMNI ASSOCIATION'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS FROM THE DATE THEY WERE FILED. THE ALUMNI ASSOCIATION'S POLICY IS TO CLASSIFY INCOME TAX RELATED INTEREST AND PENALTIES, IF ANY, IN MANAGEMENT FEES. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 30,099. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 30,099. 0 ORDER OF THE WHITE JACKET SCHOLARSHIPS 18 53250 FACULTY AND STAFF AWARDS 9 18400 0 0 0 0 0 0 0 0 0 MATTHEW L BRANDON CHIEF EXECUTIVE OFFICER 0 229392 0 0 0 0 0 0 0 30078 0 259470 0 0 VALERIE J CUSHMAN EXECUTIVE DIRECTOR, ALUMNI ENGAGEMEN 0 165219 0 0 0 0 0 0 0 18534 0 183753 0 0 KELLY S HOLDCRAFT EXECUTIVE DIRECTOR, ALUMNI SUCCESS 0 132799 0 0 0 0 0 0 0 30078 0 162877 0 0 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. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION COUNTS ALL ALUMNI AS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE ASSOCIATION CAST A BALLOT FOR ALL PERSONS ACCEPTED FOR NOMINATION TO THE GOVERNING BODY UPON THEIR CONSENT TO BE PLACED ON THE BALLOT. FORM 990, PART VI, SECTION A, LINE 7B CHANGES IN GOVERNANCE AFFECTING ASSOCIATION MEMBERSHIP, NOMINATIONS AND ELECTIONS, DISSOLUTION, OR PURPOSES OF THE ASSOCIATION MAY ONLY BE AMENDED BY MEMBERSHIP VOTE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 IS PROVIDED TO THE MEMBERS OF THE BOARD FOR THEIR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AT BOARD OF DIRECTORS MEETINGS, MEMBERS ARE REMINDED OF THE ORGANIZATION'S POLICY AND ALL MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST/COMPLIANCE/DISCLOSURE STATEMENT ANNUALLY. PER ORGANIZATION'S BYLAWS, MEMBERS ARE PROHIBITED FROM VOTING ON A MATTER WHERE THE MEMBER HAS A CONFLICT OF INTEREST. ANY QUESTIONABLE INTERESTS ARE COMMUNICATED, DOCUMENTED AND VOTED ON AT THE MEETING IN WHICH THEY ARISE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF ALL MPLOYEES IS APPROVED BY WILLIAM & MARY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, TAX DOCUMENTS AND FINANCIALS ARE PROVIDED ON THE ALUMNI ASSOCIATION'S WEBSITE. CONFLICT OF INTEREST REQUIREMENT IS IN BYLAWS AVAILABLE ON WEBSITE; COI POLICY IS IN INTERNAL DEPARTMENTAL SHARE POLICY DOCUMENTS FOR BOARD MEMBERS AND EMPLOYEES. FORM 990, PART IX, LINE 11G STEWARDSHIP EXPENSES: PROGRAM SERVICE EXPENSES 10,369. MANAGEMENT AND GENERAL EXPENSES 1,800. FUNDRAISING EXPENSES 6,496. TOTAL EXPENSES 18,665. EVENT SERVICES: PROGRAM SERVICE EXPENSES 420,932. MANAGEMENT AND GENERAL EXPENSES 6,385. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 427,317. FEES: PROGRAM SERVICE EXPENSES 151. MANAGEMENT AND GENERAL EXPENSES 130,100. FUNDRAISING EXPENSES 5,849. TOTAL EXPENSES 136,100. FORM 990, PART XIII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS INCLUDES A FINANCE COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE INDEPENDENT AUDIT. FORM 990, SCHEDULE J, PART I THE ASSOCIATION DOES NOT HAVE COMPENSATION AND EMPLOYEE BENEFIT PRACTICES FOR DISCLOSURE IN PART I OF SCHEDULE J AS THEY DO NOT DIRECTLY EMPLOY INDIVIDUALS. ALL EMPLOYEES ARE COMPENSATED BY THE THE COLLEGE OF WILLIAM AND MARY FOR THE SERVICES THEY PROVIDE TO THE ASSOCIATION.