William & Mary Business School Foundation (EIN 237079011) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Phone

7572212294

Tax Period

2023-07-01 to 2024-06-30

WILLIAM & MARY BUSINESS SCHOOL FOUNDATION, founded in 1972, is a mid-sized nonprofit in the Education sector that reported $19.0M in total revenue in fiscal year 2017. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $14.3M, a strong 75% operating margin.

Mission

To provide support that will further the aims and mission of the Raymond A. Mason School of Business at William & Mary.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,888,534

Program Service Revenue $0

Investment Income $2,945,274

Other Revenue $-17,446

TOTAL REVENUE $8,816,362

Expense Breakdown

Grants Paid $1,308,365

Salaries & Benefits $2,399,710

Fundraising Expenses $1,666,850

Program Expenses $3,266,134

Other Expenses $2,292,871

TOTAL EXPENSES $6,000,946

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,816,362	$9,094,759	0.0%
Expenses	$6,000,946	$5,941,991	+0.0%
Net Income	$2,815,416	$3,152,768	-0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$364,996

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARRY J SHARP	TREASURER	1.0	Officer Director	$0	$0	$0
CYNTHIA H DAVIS	SECRETARY	1.0	Officer Director	$0	$0	$0
PAUL C SAVILLE	CHAIR	1.0	Officer Director	$0	$0	$0
RAYMOND MASON	VICE CHAIR	1.0	Officer Director	$0	$0	$0
ALICE DAVISON	TRUSTEE	1.0	Director	$0	$0	$0
ALLISON SPIVEY	TRUSTEE	1.0	Director	$0	$0	$0
AMANDA EVERSOLE	TRUSTEE	1.0	Director	$0	$0	$0
ANNE MCGEORGE	TRUSTEE	1.0	Director	$0	$0	$0
COLLEEN DRUMMOND	TRUSTEE	1.0	Director	$0	$0	$0
DAVID BURG	TRUSTEE	1.0	Director	$0	$0	$0
DAVID H BAGGS	TRUSTEE	1.0	Director	$0	$0	$0
DONALD L LOWMAN	TRUSTEE	1.0	Director	$0	$0	$0
EDWARD T TOKAR	TRUSTEE	1.0	Director	$0	$0	$0
ERWIN VAN DER VOORT	TRUSTEE	1.0	Director	$0	$0	$0
FRANK ROACH	TRUSTEE	1.0	Director	$0	$0	$0
G MICHAEL STAKIAS	TRUSTEE	1.0	Director	$0	$0	$0
JEFFREY F ROGATZ	TRUSTEE	1.0	Director	$0	$0	$0
JOHN HYMAN	TRUSTEE	1.0	Director	$0	$0	$0
JULIE DOBSON	TRUSTEE	1.0	Director	$0	$0	$0
KARIM H K AHAMED	TRUSTEE	1.0	Director	$0	$0	$0
LEE CROLL	TRUSTEE	1.0	Director	$0	$0	$0
LEONARD BROOKS III	TRUSTEE	1.0	Director	$0	$0	$0
MATTHEW B SIANO	TRUSTEE	1.0	Director	$0	$0	$0
MELINDA HANCOCK	TRUSTEE	1.0	Director	$0	$0	$0
MELISSA BALLENGER	TRUSTEE	1.0	Director	$0	$0	$0
MICHAEL MATACUNAS	TRUSTEE	1.0	Director	$0	$0	$0
MOLLY PIERONI	TRUSTEE	1.0	Director	$0	$0	$0
NICOLAS BOEL	TRUSTEE	1.0	Director	$0	$0	$0
PHIL TUNING	TRUSTEE	1.0	Director	$0	$0	$0
RICHARD C KRAEMER JR	TRUSTEE	1.0	Director	$0	$0	$0
RICHARD FISHER	TRUSTEE	1.0	Director	$0	$0	$0
TROY KEEN	TRUSTEE	1.0	Director	$0	$0	$0
CARLA R KING-JOHNSON	ASSISTANT TREASURER	40.0	Officer	$92,852	$25,054	$117,906
KELLIE MINER-FRAZIER	ASSISTANT SECRETARY	40.0	Officer	$85,693	$30,215	$115,908
KIMBERLY SPERLING	CEO	40.0	Officer	$104,944	$26,238	$131,182
SUSAN C RUCKER	CFO	10.0	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$8,816,362	$6,000,946	$120,268,428	$2,815,416
2023	$9,094,759	$5,941,991	$110,015,479	$3,152,768
2022	$25,949,773	$6,740,718	$101,508,365	$19,209,055
2021	$9,533,267	$5,738,863	$93,537,218	$3,794,404
2020	$9,706,773	$5,249,475	$75,937,920	$4,457,298
2019	$9,433,383	$4,937,726	$73,508,506	$4,495,657
2018	$19,020,047	$4,713,297	$68,662,707	$14,306,750

William & Mary Business School Foundation