THE COLLEGE OF WILLIAM AND MARY REAL ESTATE FOUNDATION INC (EIN 541720019) - 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

1994

Legal Domicile

Phone

7572217805

Tax Period

2024-07-01 to 2025-06-30

The College of William and Mary Real Estate Foundation Inc, founded in 1994, is a micro nonprofit that reported $36K in total revenue in fiscal year 2017. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $56K exceeded revenue, resulting in a 54% operating deficit.

Mission

HOLD TITLE TO REAL ESTATE, COLLECT RENTS AND REMIT TO THE WILLIAM & MARY FOUNDATION.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $8,700

Investment Income $0

Other Revenue $0

TOTAL REVENUE $8,700

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $7,391

TOTAL EXPENSES $7,391

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,700	$133,700	-0.9%
Expenses	$7,391	$8,513	-0.1%
Net Income	$1,309	$125,187	-1.0%

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

$189,406

Total Directors

$559,114

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRUCE G AIRD	DIRECTOR (WMF CFO)	0.5	Officer Director	$0	$38,623	$189,406
SETH LOGAN HALL	DIRECTOR/SECRETARY	1.0	Officer Director	$0	$0	$0
ANDREW W HORROCKS	DIRECTOR	0.5	Director	$0	$0	$0
JANET R ATWATER	DIRECTOR	0.5	Director	$0	$0	$0
JODY W FORSYTH	DIRECTOR (TERM ENDED 10/24)	0.5	Director	$0	$0	$0
MATTHEW T LAMBERT	DIRECTOR (WMF CEO) (TERM BEGAN 10/24)	0.5	Director	$0	$37,458	$369,708

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	$8,700	$7,391	$3,670,060	$1,309
2024	No data	No data	No data	No data
2023	$211,928	$43,987	$3,643,763	$167,941
2022	$43,130	$58,338	$3,478,822	$-15,208
2021	$40,142	$50,441	$3,494,034	$-10,299
2020	$33,096	$59,410	$3,504,332	$-26,314
2019	$40,315	$52,936	$3,533,097	$-12,621
2018	$36,159	$55,530	$4,147,768	$-19,371

THE COLLEGE OF WILLIAM AND MARY REAL ESTATE FOUNDATION INC