Civic Intelligence

William and Mary Real Estate Foundation

990 • Fiscal year 2012 • EIN 20-8608553

Jul 01, 2011 to Jun 30, 2012 • Filed on Jan 29, 2013

Organization ProfileN/A
PO Box 879523187
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.35x

Higher debt load relative to assets than 58% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

94th percentile

40%

Faster asset growth than 94% of similar nonprofits.

2012 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$15,869,808

Up $4,499,486 (+40%) from 2011

Net Assets

Up

$10,341,035

Up $266,400 (+2.6%) from 2011

Liabilities

Up

$5,528,773

Up $4,233,086 (+327%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$726,933

Up $516,684 (+246%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2010: $10,406,998Liabilities 2010: $671,096Net Assets 2010: $9,735,9022010Assets 2011: $11,370,322Liabilities 2011: $1,295,687Net Assets 2011: $10,074,6352011Assets 2012: $15,869,808Liabilities 2012: $5,528,773Net Assets 2012: $10,341,0352012Assets 2013: $19,557,915Liabilities 2013: $9,170,546Net Assets 2013: $10,387,3692013Assets 2014: $18,501,568Liabilities 2014: $8,316,827Net Assets 2014: $10,184,7412014Assets 2015: $18,255,325Liabilities 2015: $8,094,767Net Assets 2015: $10,160,5582015Assets 2016: $18,266,434Liabilities 2016: $7,937,707Net Assets 2016: $10,328,7272016Assets 2017: $21,997,724Liabilities 2017: $11,905,583Net Assets 2017: $10,092,1412017Assets 2018: $24,505,798Liabilities 2018: $13,324,347Net Assets 2018: $11,181,4512018Assets 2019: $25,891,959Liabilities 2019: $12,778,811Net Assets 2019: $13,113,1482019Assets 2020: $31,283,128Liabilities 2020: $16,966,804Net Assets 2020: $14,316,3242020Assets 2021: $31,758,698Liabilities 2021: $16,958,659Net Assets 2021: $14,800,0392021Assets 2022: $31,984,626Liabilities 2022: $16,596,970Net Assets 2022: $15,387,6562022Assets 2023: $36,327,837Liabilities 2023: $20,387,809Net Assets 2023: $15,940,0282023Assets 2024: $37,748,825Liabilities 2024: $21,155,705Net Assets 2024: $16,593,1202024

Highlighted filing

2012

Assets$15,869,808
Liabilities$5,528,773
Net Assets$10,341,035
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $195,8602010Revenue 2011: $548,982Expenses 2011: $210,249Net Income 2011: $338,7332011Expenses 2012: $726,9332012Expenses 2013: $974,1962013Revenue 2014: $1,112,837Expenses 2014: $1,315,465Net Income 2014: -$202,6282014Revenue 2015: $1,303,531Expenses 2015: $1,299,214Net Income 2015: $4,3172015Revenue 2016: $1,856,597Expenses 2016: $1,685,928Net Income 2016: $170,6692016Revenue 2017: $1,308,946Expenses 2017: $1,497,532Net Income 2017: -$188,5862017Revenue 2018: $3,194,081Expenses 2018: $2,104,771Net Income 2018: $1,089,3102018Revenue 2019: $3,592,131Expenses 2019: $1,660,434Net Income 2019: $1,931,6972019Revenue 2020: $3,233,472Expenses 2020: $2,030,296Net Income 2020: $1,203,1762020Revenue 2021: $2,741,721Expenses 2021: $2,258,006Net Income 2021: $483,7152021Revenue 2022: $2,972,899Expenses 2022: $2,405,543Net Income 2022: $567,3562022Revenue 2023: $3,290,864Expenses 2023: $2,738,492Net Income 2023: $552,3722023Revenue 2024: $4,180,354Expenses 2024: $3,527,262Net Income 2024: $653,0922024

Highlighted filing

2012

Revenue-
Expenses$726,933
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Jan 29, 2013
Return Version
2011v1.2
Gross Receipts
$993,333
Mission and Program Overview

Mission

The mission of william and mary real estate foundation is to acquire, hold, manage, sell, lease and participate in the development of real properties in support of the educational goals of the college of william and mary in virginia.

Filing and Contact Details

Filer

EIN
20-8608553
Raw XML AppendixShowing 400 of 526 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleM/ReviewProcessUnusualNCGifts01
IRS990ScheduleM/ThirdPartiesUsed00
IRS990ScheduleO/GeneralExplanation/Explanation0THE EXECUTIVE DIRECTOR AND TREASURER REVIEW A DRAFT COPY OF THE 990. UPON THEIR APPROVAL, THE DRAFT IS SENT TO THE AUDIT COMMITTEE FOR APPROVAL FOR ISSUANCE. A COPY OF THE FINAL 990 IS PROVIDED TO THE FULL BOARD PRIOR TO SUBMISSION TO THE IRS.
IRS990ScheduleO/GeneralExplanation/Explanation1MANAGEMENT CONDUCTS PERIODIC REVIEWS AND IF NEED BE, USE OUTSIDE ADVISORS FOR ASSISTANCE. PERIODIC REVIEWS INCLUDE, BUT ARE NOT LIMITED TO ASSURING THAT TRANSACTIONS AND CONTRACT AGREEMENTS ENTERED INTO BY THE FOUNDATION CONFORM WITH WRITTEN POLICIES AND ARE PROPERLY RECORDED.
IRS990ScheduleO/GeneralExplanation/Explanation2THE EXECUTIVE DIRECTOR'S ANNUAL COMPENSATION IS APPROVED BY THE BOARD. THE ORGANIZATION HAS NO OTHER OFFICERS OR KEY EMPLOYEES.
IRS990ScheduleO/GeneralExplanation/Explanation3MANAGEMENT ENTERTAINS REQUEST TO VIEW THEIR CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS TO INTERESTED PARTIES.
IRS990ScheduleO/GeneralExplanation/Explanation4OVERSIGHT OF ANNUAL AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT IS THE RESPONSIBILITY OF THE AUDIT COMMITTEE.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART XII, LINE 2C - FINANCIAL STATEMENTS AND REPORTING
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets00
IRS990ScheduleR/Form990ScheduleRPartI/AddressUS/AddressLine10PO BOX 8795
IRS990ScheduleR/Form990ScheduleRPartI/AddressUS/City0WILLIAMSBURG
IRS990ScheduleR/Form990ScheduleRPartI/AddressUS/State0VA
IRS990ScheduleR/Form990ScheduleRPartI/AddressUS/ZIPCode023187
IRS990ScheduleR/Form990ScheduleRPartI/DirectControllingEntityName/BusinessNameLine10WILLIAM & MARY REAL ESTATE FOUNDATION
IRS990ScheduleR/Form990ScheduleRPartI/EIN0208608553
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10PO BOX 8795
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11PO BOX 8795
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0WILLIAMSBURG
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1WILLIAMSBURG
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0VA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1VA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode0231878795
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode1231878795
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IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA0N/A
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA1N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0546001718
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IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0STATE GOVERNMENT

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$15,869,808
Liabilities
$5,528,773
Net assets
$10,341,035
Revenue
-
Expenses
$726,933
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.7$21.2$16.6$4.18$3.53$0.65
2023Detailed filing. Detailed filing data is available for this year.$36.3$20.4$15.9$3.29$2.74$0.55
2022Detailed filing. Detailed filing data is available for this year.$32.0$16.6$15.4$2.97$2.41$0.57
2021Detailed filing. Detailed filing data is available for this year.$31.8$17.0$14.8$2.74$2.26$0.48
2020Detailed filing. Detailed filing data is available for this year.$31.3$17.0$14.3$3.23$2.03$1.20
2019Detailed filing. Detailed filing data is available for this year.$25.9$12.8$13.1$3.59$1.66$1.93
2018Detailed filing. Detailed filing data is available for this year.$24.5$13.3$11.2$3.19$2.10$1.09
2017Detailed filing. Detailed filing data is available for this year.$22.0$11.9$10.1$1.31$1.50$0.19
2016Detailed filing. Detailed filing data is available for this year.$18.3$7.94$10.3$1.86$1.69$0.17
2015Detailed filing. Detailed filing data is available for this year.$18.3$8.09$10.2$1.30$1.30$0.00
2014Detailed filing. Detailed filing data is available for this year.$18.5$8.32$10.2$1.11$1.32$0.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.6$9.17$10.4$0.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.9$5.53$10.3$0.73
2011Summary only. Only limited summary data is available for this year.$11.4$1.30$10.1$0.55$0.21$0.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$0.67$9.74$0.20