Colonial Williamsburg Foundation (EIN 540505888) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1928

Legal Domicile

Principal Officer

Jacquelyn Ferree

Phone

7572291000

Tax Period

2023-01-01 to 2023-12-31

Colonial Williamsburg Foundation, founded in 1928, is a major nonprofit in the Arts, Culture & Humanities sector that reported $137.9M in total revenue in fiscal year 2018. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $23.7M, a strong 17% operating margin.

Mission

Preserve, restore, reconstruct, or otherwise maintain historical structures, objects, works of art and locations and to promote, encourage, and carry on any historical, interpretive, research, or related educational activities.

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $64,053,910

Program Service Revenue $32,714,817

Investment Income $30,216,613

Other Revenue $-1,135,509

TOTAL REVENUE $125,849,831

Expense Breakdown

Grants Paid $0

Salaries & Benefits $56,990,200

Fundraising Expenses $9,500,095

Program Expenses $86,354,846

Other Expenses $64,522,720

TOTAL EXPENSES $121,512,920

Year-over-Year Comparison

	2023	2022	Change
Revenue	$125,849,831	$115,308,235	+0.1%
Expenses	$121,512,920	$114,045,211	+0.1%
Net Income	$4,336,911	$1,263,024	+2.4%

Key Indicators

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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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

Governance

Voting Members

Independent Members

Employees

1235

Volunteers

650

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

$3,400,101

Total Directors

$685,727

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Clifford Fleet III	President & CEO	65.00	Officer Director	$577,780	$107,947	$685,727
Kevin Patrick	CFO & Treasurer	50.00	Officer	$521,140	$129,594	$650,734
Ronald Hurst	CMO	50.00	Officer	$392,341	$134,331	$526,672
Elizabeth Kelly	Vice President	50.00		$326,141	$147,104	$473,245
Hazel Wong	CLC & Secretary	50.00	Officer	$402,208	$47,738	$449,946
Robert Underwood	Vice President	50.00		$315,370	$124,295	$439,665
Earl Granger III	CDO	50.00	Officer	$431,574	$2,635	$434,209
Samuel Rucker	Vice President	50.00		$297,612	$97,690	$395,302
Clifford Mustaafa Dozier	CHRO	50.00	Officer	$325,766	$61,945	$387,711
Henry Lai	Vice President	50.00		$292,741	$60,103	$352,844
Mia Nagawiecki	Vice President	50.00		$271,911	$33,455	$305,366
Shaun Coleman	Vice President	50.00		$276,428	$13,608	$290,036
Sani Silvennoinen	CDO	50.00	Officer	$229,068	$36,034	$265,102
Mark Hileman	General Counsel	0.00		$36,000	$0	$36,000
Carly Fiorina	Chair	4.00	Director	$0	$0	$0
Kendrick F Ashton Jr	Trustee	2.00	Director	$0	$0	$0
Frank Batten Jr	Trustee	2.00	Director	$0	$0	$0
Geoff Bennett	Trustee	2.00	Director	$0	$0	$0
Catharine O'Neill Broderick	Trustee	2.00	Director	$0	$0	$0
Mark A Coblitz	Trustee	2.00	Director	$0	$0	$0
Walter Edgar	Trustee	2.00	Director	$0	$0	$0
Neil M Gorsuch	Trustee	2.00	Director	$0	$0	$0
Conrad M Hall	Trustee	2.00	Director	$0	$0	$0
Antonia Hernandez	Trustee	2.00	Director	$0	$0	$0
John A Luke Jr	Trustee	2.00	Director	$0	$0	$0
Walfrido J Martinez	Trustee	2.00	Director	$0	$0	$0
Leslie A Miller	Trustee	2.00	Director	$0	$0	$0
Steven L Miller	Trustee	2.00	Director	$0	$0	$0
Joseph W Montgomery	Trustee	2.00	Director	$0	$0	$0
Steve Netzley	Trustee	2.00	Director	$0	$0	$0
Walter S Robertson III	Trustee	2.00	Director	$0	$0	$0
Gerald L Shaheen	Trustee	2.00	Director	$0	$0	$0
Larry W Sonsini	Trustee	2.00	Director	$0	$0	$0
Sheldon M Stone	Trustee	2.00	Director	$0	$0	$0
YPing Sun	Trustee	2.00	Director	$0	$0	$0
John C Thomas	Trustee	2.00	Director	$0	$0	$0
Jeff Trammell	Trustee	2.00	Director	$0	$0	$0
Alex Wallace	Trustee	2.00	Director	$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
2024	No data	No data	No data	No data
2023	$125,849,831	$121,512,920	$1,668,091,937	$4,336,911
2022	$115,308,235	$114,045,211	$1,661,208,452	$1,263,024
2021	$164,089,192	$111,219,023	$1,685,638,784	$52,870,169
2020	$190,574,946	$103,260,160	$1,535,029,339	$87,314,786
2019	$199,369,731	$117,601,021	$1,522,475,398	$81,768,710
2018	$137,870,929	$114,198,704	$1,466,462,777	$23,672,225

Colonial Williamsburg Foundation