Civic Intelligence

University of Mary Washington Alumni Association

EIN 54-0471667 • 501(c)3 • Fredericksburg, VA

Profile

To promote the welfare and support the mission of umw, to encourage an enduring relationship with the university by deepening alumni and student loyalty, and to develop and strengthen the bonds of the mutual interest within the university community.

Refreshing map…

1119 Hanover StreetFredericksburg, VA 22401

www.alumni.umw.edu

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

99th percentile

12.83x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

88th percentile

0.26x

Higher debt load relative to revenue than 88% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

27th percentile

-14%

Higher net margin than 27% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

14th percentile

-78%

Faster asset growth than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

71st percentile

18%

Faster revenue growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$28,077

Down $49,314 (-64%) from 2023

Liabilities

Up

$58,070

Up $58,060 (+580600%) from 2023

Net Assets

Down

-$29,993

Down $107,374 (-139%) from 2023

Revenue

Down

$261,536

Down $109,521 (-30%) from 2023

Expenses

Up

$361,876

Up $29,239 (+8.8%) from 2023

Net Income

Down

-$100,340

Down $138,760 (-361%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0-$100KAssets 2011: $112,841Liabilities 2011: $0Net Assets 2011: $112,8412011Assets 2012: $113,012Liabilities 2012: $0Net Assets 2012: $113,0122012Assets 2013: $112,906Liabilities 2013: $8,623Net Assets 2013: $104,2832013Assets 2014: $115,340Liabilities 2014: $16,141Net Assets 2014: $99,1992014Assets 2015: $96,304Liabilities 2015: $9,185Net Assets 2015: $87,1192015Assets 2016: $91,051Liabilities 2016: $20,533Net Assets 2016: $70,5182016Assets 2017: $97,932Liabilities 2017: $12,908Net Assets 2017: $85,0242017Assets 2018: $86,421Liabilities 2018: $8,937Net Assets 2018: $77,4842018Assets 2019: $94,175Liabilities 2019: $4,703Net Assets 2019: $89,4722019Assets 2020: $167,474Liabilities 2020: $220Net Assets 2020: $167,2542020Assets 2021: $287,027Liabilities 2021: $200Net Assets 2021: $286,8272021Assets 2022: $284,045Liabilities 2022: $270,176Net Assets 2022: $13,8692022Assets 2023: $77,391Liabilities 2023: $10Net Assets 2023: $77,3812023Assets 2024: $28,077Liabilities 2024: $58,070Net Assets 2024: -$29,9932024

Highlighted filing

2024

Assets$28,077
Liabilities$58,070
Net Assets-$29,993

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2011: $214,334Expenses 2011: $248,215Net Income 2011: -$33,8812011Expenses 2012: $248,0532012Expenses 2013: $233,2082013Revenue 2014: $260,792Expenses 2014: $264,062Net Income 2014: -$3,2702014Revenue 2015: $252,675Expenses 2015: $264,830Net Income 2015: -$12,1552015Revenue 2016: $250,424Expenses 2016: $269,121Net Income 2016: -$18,6972016Revenue 2017: $276,464Expenses 2017: $267,579Net Income 2017: $8,8852017Revenue 2018: $284,725Expenses 2018: $293,732Net Income 2018: -$9,0072018Revenue 2019: $271,269Expenses 2019: $263,094Net Income 2019: $8,1752019Revenue 2020: $211,297Expenses 2020: $134,186Net Income 2020: $77,1112020Revenue 2021: $194,328Expenses 2021: $96,499Net Income 2021: $97,8292021Revenue 2022: $249,238Expenses 2022: $454,325Net Income 2022: -$205,0872022Revenue 2023: $371,057Expenses 2023: $332,637Net Income 2023: $38,4202023Revenue 2024: $261,536Expenses 2024: $361,876Net Income 2024: -$100,3402024

Highlighted filing

2024

Revenue$261,536
Expenses$361,876
Net Income-$100,340

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.58$0.30$2.62$3.62$1.00
2023Summary only. Only limited summary data is available for this year.$0.77$0.00$0.77$3.71$3.33$0.38
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$2.70$0.14$2.49$4.54$2.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$1.94$0.96$0.98
2020Summary only. Only limited summary data is available for this year.$1.67$0.00$1.67$2.11$1.34$0.77
2019Summary only. Only limited summary data is available for this year.$0.94$0.05$0.89$2.71$2.63$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.09$0.77$2.85$2.94$0.09
2017Summary only. Only limited summary data is available for this year.$0.98$0.13$0.85$2.76$2.68$0.09
2016Summary only. Only limited summary data is available for this year.$0.91$0.21$0.71$2.50$2.69$0.19
2015Summary only. Only limited summary data is available for this year.$0.96$0.09$0.87$2.53$2.65$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.15$0.16$0.99$2.61$2.64$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.09$1.04$2.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.13$0.00$1.13$2.48
2011Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$2.14$2.48$0.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 6, 2025
Return Version
2023v6.0
Gross Receipts
$261,536
Mission and Program Overview

Mission

To promote the welfare and support the mission of umw, to encourage an enduring relationship with the university by deepening alumni and student loyalty, and to develop and strengthen the bonds of the mutual interest within the university community.

To promote the welfare and support the mission of umw; to encourage an enduring relationship with the university by deepening alumni and student loyalty; and to develop and strengthen the bonds of the mutual interests within the university community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$71,283--
Prepaid Expenses and Deferred Charges-$21,918-
Cash and Non-Interest-Bearing Accounts$250$250→ $0
Total Assets$77,391$28,077▼ $49,314
Other Assets Total$5,858$5,909▲ $51
Liabilities
Other Liabilities$0$58,070▲ $58,070
Deferred Revenue$10--
Total Liabilities$10$58,070▲ $58,060
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$77,381$-29,993▼ $107,374
Total Net Assets Fund Balance$77,381$-29,993▼ $107,374
Total Liabilities and Net Assets / Fund Balance$77,391$28,077▼ $49,314

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$5,909--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jenifer BlairImmediate Past President
Vicki RavenelPresident
James LlewellynPresident-elect
Sean LynchVice President Alumni Awards
Colette JohnsonVice President Career Connections
Charmayne StaloffVice President Regional Networks
Lisa KeyserVice President Reunion Weekend
Brendan KellyDirector
Brian ReaganDirector
Harry ThomasDirector
Jennifer WatsonDirector
Karmel JamesDirector
Katherine RedmilesDirector
Kathy ViDirector
Lori TurleyDirector
Mary BoydDirector
Meganne LemonDirector
Melissa EstevezDirector
Susan QuenzerDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$146,553
Program Service Revenue
$66,232
Investment Income
$11,378
Other Revenue
$37,373
All Other Contributions
$146,553
Change in Net Assets
$-100,340
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$361,876
Total Fundraising Expense$1,564
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Travel-$13,224-$13,224
Conferences and Meetings-$10,589-$10,589
Office Expenses-$7,095-$7,095
Fees for Services Accounting-$1,779-$1,779
Other Expenses$2,234$349$1,564$1,564
All Other Expenses-$413-$413
Information Technology-$333-$333
Fees for Service Investment Mgmnt Fees-$115-$115
Total Functional Expenses$326,415$33,897$1,564$361,876
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
University of Mary Washington Foundation Pooled Funds$58,070
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Any graduate of the university's undergraduate or graduate degree programs, or any individual who has successfully completed a minimum of 24 credit hours before withdrawing voluntarily from the university, is a member of the university of mary washington alumni association. Honorary membership in the association may be granted by a majority vote of the board of directors.

Form 990, Part VI, Section A, Line 7A

Officers and directors are elected by the general membership of the association.

Form 990, Part VI, Section B, Line 11B

The 990 is presented to the board electronically via email for review before submitting the finalized form to the irs.

Form 990, Part VI, Section C, Line 19

The organization provides a copy of their governing documents, 990 and financial statements to the public upon request.

Filing and Contact Details

Filer

Filer Name
University of Mary Washington Alumni
EIN
54-0471667
Phone
5406541011
Address
1119 HANOVER STREET, FREDERICKSBURG, VA 22401

Signing Officer

Name
Katie Turcotte
Title
Executive Director
Phone
5406541011
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Vicki Ravenel
Formed
1963
Legal Domicile
Va
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
220

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
200 SOUTH 10TH ST STE 900, RICHMOND, VA 23219
Preparer
Melanie Mcpeak
Phone
8046735700
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in cash value of life insurance 50.

Raw XML AppendixShowing 400 of 492 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.

Path#Value
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROMOTE THE WELFARE AND SUPPORT THE MISSION OF UMW; TO ENCOURAGE AN ENDURING RELATIONSHIP WITH THE UNIVERSITY BY DEEPENING ALUMNI AND STUDENT LOYALTY; AND TO DEVELOP AND STRENGTHEN THE BONDS OF THE MUTUAL INTERESTS WITHIN THE UNIVERSITY COMMUNITY.
IRS990/AllOtherContributionsAmt0146553
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0413
IRS990/AllOtherExpensesGrp/TotalAmt0413
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0UMW FOUNDATION CONTROLLER
IRS990/BooksInCareOfDetail/PhoneNum05406542053
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01125 EMANCIPATION HWY STE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0FREDERICKSBURG
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IRS990/CollectionsOfArtInd00
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IRS990/CompensationProcessOtherInd00
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IRS990/ConservationEasementsInd00
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IRS990/CreditCounselingInd00
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IRS990/CYRevenuesLessExpensesAmt0-100340
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IRS990/DeferredRevenueGrp/BOYAmt010
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IRS990/Desc0IMPLEMENTATION OF 78 SERVICE, EDUCATIONAL, AND NETWORKING EVENTS AND PROGRAMS TO PROMOTE AND FACILITATE ALUMNI, PARENT, AND STUDENT ENGAGEMENT WITH UMW AND THE ALUMNI ASSOCIATION. OVER 3,400 PARTICIPATED WITH 97% OF SURVEY RESPONDENTS SAYING THEY FELT MORE CONNECTED WITH UMW AS A RESULT OF THEIR ATTENDANCE - DIRECTLY SUPPORTING THE MISSION OF UMW AND THE ALUMNI ASSOCIATION.
IRS990/DescribedInSection501c3Ind01
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IRS990/Form990PartVIISectionAGrp/PersonNm1JAMES LLEWELLYN
IRS990/Form990PartVIISectionAGrp/PersonNm2JENIFER BLAIR
IRS990/Form990PartVIISectionAGrp/PersonNm3SEAN LYNCH
IRS990/Form990PartVIISectionAGrp/PersonNm4COLETTE JOHNSON
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IRS990/Form990PartVIISectionAGrp/PersonNm6LISA KEYSER
IRS990/Form990PartVIISectionAGrp/PersonNm7MARY BOYD
IRS990/Form990PartVIISectionAGrp/PersonNm8MELISSA ESTEVEZ
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IRS990/Form990PartVIISectionAGrp/PersonNm14KATHERINE REDMILES
IRS990/Form990PartVIISectionAGrp/PersonNm15HARRY THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm16LORI TURLEY
IRS990/Form990PartVIISectionAGrp/PersonNm17KATHY VI
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt2IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT ALUMNI AWARDS
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT CAREER CONNECTIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT REGIONAL NETWORKS
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT REUNION WEEKEND
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
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IRS990/MissionDesc0TO PROMOTE THE WELFARE AND SUPPORT THE MISSION OF UMW, TO ENCOURAGE AN ENDURING RELATIONSHIP WITH THE UNIVERSITY BY DEEPENING ALUMNI AND STUDENT LOYALTY, AND TO DEVELOP AND STRENGTHEN THE BONDS OF THE MUTUAL INTEREST WITHIN THE UNIVERSITY COMMUNITY.
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0CASH SURRENDER VALUE OF LIFE INSURANCE POLICY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt058070
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UNIVERSITY OF MARY WASHINGTON FOUNDATION POOLED FUNDS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANY GRADUATE OF THE UNIVERSITY'S UNDERGRADUATE OR GRADUATE DEGREE PROGRAMS, OR ANY INDIVIDUAL WHO HAS SUCCESSFULLY COMPLETED A MINIMUM OF 24 CREDIT HOURS BEFORE WITHDRAWING VOLUNTARILY FROM THE UNIVERSITY, IS A MEMBER OF THE UNIVERSITY OF MARY WASHINGTON ALUMNI ASSOCIATION. HONORARY MEMBERSHIP IN THE ASSOCIATION MAY BE GRANTED BY A MAJORITY VOTE OF THE BOARD OF DIRECTORS.

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