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To provide support that will further the aims and mission of the Raymond A. Mason School of Business at William & Mary.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$8.8M
Program Spending
54%
of total expenses go to program services
Total Contributions
$5.9M
Total Expenses
▼$6M
Total Assets
$120.3M
Total Liabilities
▼$122.9K
Net Assets
$120.1M
Officer Compensation
→$400K
Other Salaries
$1.6M
Investment Income
$2.9M
Fundraising
▼N/A
Tax Year 2023 · Source: IRS Form 990, Schedule I (Grants and Other Assistance)
Total grants awarded: $1.3M
| Recipient | Location | Amount | Type | Purpose |
|---|---|---|---|---|
WILLIAM & MARY54-6001718 | Williamsburg, VA | $1.3M | Cash | STUDENT SCHOLARSHIPS |
| Total | $1.3M | |||
Williamsburg, VA
$1.3M
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2023 · Source: IRS e-Filed Form 990
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Yes
Deductibility code: PC
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023IRS e-File | $8.8M | $5.9M | $6M | $120.3M | $120.1M |
| 2022IRS e-File | $9.1M | $7.7M | $5.9M | $110M | $109.8M |
| 2021 | $9.5M | $5.4M | $5.7M | $93.5M | $93.4M |
| 2020 | $9.7M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | |
| 2023 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2023)
Organization info: IRS Business Master File
Tax-deductibility: IRS Publication 78
| Total |
|---|
| Kimberly Sperling | CEO | 40 | $104.9K | $0 | $26.2K | $131.2K |
| Carla R King-Johnson | Assistant Treasurer | 40 | $92.9K | $0 | $25.1K | $117.9K |
| Kellie Miner-Frazier | Assistant Secretary | 40 | $85.7K | $0 | $30.2K | $115.9K |
| Susan C Rucker | CFO | 10 | $0 | $0 | $0 | $0 |
| Barry J Sharp | Treasurer | 1 | $0 | $0 | $0 | $0 |
| Cynthia H Davis | Secretary | 1 | $0 | $0 | $0 | $0 |
| Paul C Saville | Chair | 1 | $0 | $0 | $0 | $0 |
| Raymond Mason | Vice Chair | 1 | $0 | $0 | $0 | $0 |
Kimberly Sperling
CEO
$131.2K
Hrs/Wk
40
Compensation
$104.9K
Related Orgs
$0
Other
$26.2K
Carla R King-Johnson
Assistant Treasurer
$117.9K
Hrs/Wk
40
Compensation
$92.9K
Related Orgs
$0
Other
$25.1K
Kellie Miner-Frazier
Assistant Secretary
$115.9K
Hrs/Wk
40
Compensation
$85.7K
Related Orgs
$0
Other
$30.2K
Susan C Rucker
CFO
$0
Hrs/Wk
10
Compensation
$0
Related Orgs
$0
Other
$0
Barry J Sharp
Treasurer
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Cynthia H Davis
Secretary
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Paul C Saville
Chair
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Raymond Mason
Vice Chair
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Alice Davison | Trustee | 1 | $0 | $0 | $0 | $0 |
| Allison Spivey | Trustee | 1 | $0 | $0 | $0 | $0 |
| Amanda Eversole | Trustee | 1 | $0 | $0 | $0 | $0 |
| Anne Mcgeorge | Trustee | 1 | $0 | $0 | $0 | $0 |
| Colleen Drummond | Trustee | 1 | $0 | $0 | $0 | $0 |
| David Burg | Trustee | 1 |
Alice Davison
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Allison Spivey
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Amanda Eversole
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
| $7.6M |
| $5.2M |
| $75.9M |
| $75.8M |
| 2019 | $9.4M | $5.3M | $4.9M | $73.5M | $73.1M |
| 2018 | $19M | $13.7M | $4.7M | $68.7M | $68.6M |
| 2017 | $13.1M | $5.5M | $7.5M | $54.4M | $54M |
| 2016 | $11.1M | $6.3M | $8.9M | $47.2M | $47M |
| 2015 | $9.6M | $4.4M | $9.1M | $51.9M | $46.2M |
| 2014 | $21.7M | $15.8M | $9.4M | $55.4M | $45.6M |
| 2013 | $10.7M | $5.1M | $12.9M | $45.3M | $44.7M |
| 2012 | $10.7M | $5.5M | $11.6M | $45.7M | $45.4M |
| 2011 | $6.2M | $1.6M | $6.8M | $47.5M | $47.1M |
| 2021 | 990 | Data | PDF not yet published by IRS |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| 2003 | 990 | — |
| 2002 | 990 | — |
| 2001 | 990 | — |
| $0 |
| $0 |
| $0 |
| $0 |
| David H Baggs | Trustee | 1 | $0 | $0 | $0 | $0 |
| Donald L Lowman | Trustee | 1 | $0 | $0 | $0 | $0 |
| Edward T Tokar | Trustee | 1 | $0 | $0 | $0 | $0 |
| Erwin Van Der Voort | Trustee | 1 | $0 | $0 | $0 | $0 |
| Frank Roach | Trustee | 1 | $0 | $0 | $0 | $0 |
| G Michael Stakias | Trustee | 1 | $0 | $0 | $0 | $0 |
| Jeffrey F Rogatz | Trustee | 1 | $0 | $0 | $0 | $0 |
| John Hyman | Trustee | 1 | $0 | $0 | $0 | $0 |
| Julie Dobson | Trustee | 1 | $0 | $0 | $0 | $0 |
| Karim H K Ahamed | Trustee | 1 | $0 | $0 | $0 | $0 |
| Lee Croll | Trustee | 1 | $0 | $0 | $0 | $0 |
| Leonard Brooks Iii | Trustee | 1 | $0 | $0 | $0 | $0 |
| Matthew B Siano | Trustee | 1 | $0 | $0 | $0 | $0 |
| Melinda Hancock | Trustee | 1 | $0 | $0 | $0 | $0 |
| Melissa Ballenger | Trustee | 1 | $0 | $0 | $0 | $0 |
| Michael Matacunas | Trustee | 1 | $0 | $0 | $0 | $0 |
| Molly Pieroni | Trustee | 1 | $0 | $0 | $0 | $0 |
| Nicolas Boel | Trustee | 1 | $0 | $0 | $0 | $0 |
| Phil Tuning | Trustee | 1 | $0 | $0 | $0 | $0 |
| Richard C Kraemer Jr | Trustee | 1 | $0 | $0 | $0 | $0 |
| Richard Fisher | Trustee | 1 | $0 | $0 | $0 | $0 |
| Troy Keen | Trustee | 1 | $0 | $0 | $0 | $0 |
Anne Mcgeorge
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Colleen Drummond
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
David Burg
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
David H Baggs
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Donald L Lowman
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Edward T Tokar
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Erwin Van Der Voort
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Frank Roach
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
G Michael Stakias
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Jeffrey F Rogatz
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
John Hyman
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Julie Dobson
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Karim H K Ahamed
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Lee Croll
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Leonard Brooks Iii
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Matthew B Siano
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Melinda Hancock
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Melissa Ballenger
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Michael Matacunas
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Molly Pieroni
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Nicolas Boel
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Phil Tuning
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Richard C Kraemer Jr
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Richard Fisher
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0
Troy Keen
Trustee
$0
Hrs/Wk
1
Compensation
$0
Related Orgs
$0
Other
$0