Civic Intelligence

Williamsburg Institute

EIN 93-1594134 • 501(c)3 • Williamsburg, VA

Pub. 78 EligibleNTEE P20

Profile

See Schedule O for organization mission.

260 Sir Thomas Lunsford DriveWilliamsburg, VA 23185

williamsburginstitute.org

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE P20 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

67th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

NTEE P20 • <$500k nonprofits • Source year 2024

Net Margin

80th percentile

42%

Higher net margin than 80% of similar nonprofits.

NTEE P20 • <$500k nonprofits • Source year 2024

Top Officer Pay

100th percentile

$208,000

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 49.6% of source-year revenue.

NTEE P20 • <$500k nonprofits • Source year 2024

Asset Growth

96th percentile

800%

Faster asset growth than 96% of similar nonprofits.

NTEE P20 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

319%

Faster revenue growth than 95% of similar nonprofits.

NTEE P20 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$197,470

Up $175,537 (+800%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$197,470

Up $175,537 (+800%) from 2023

Operations
Liabilities / Revenue67th percentileNet Margin80th percentile

Revenue

Up

$419,425

Up $319,425 (+319%) from 2023

Expenses

Up

$243,888

Up $165,821 (+212%) from 2023

Net Income

Up

$175,537

Up $153,604 (+700%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

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

$200K$150K$100K$50K$0Assets 2023: $21,933Liabilities 2023: $0Net Assets 2023: $21,9332023Assets 2024: $197,470Liabilities 2024: $0Net Assets 2024: $197,4702024

Highlighted filing

2024

Assets$197,470
Liabilities$0
Net Assets$197,470
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$600K$400K$200K$0Revenue 2023: $100,000Expenses 2023: $78,067Net Income 2023: $21,9332023Revenue 2024: $419,425Expenses 2024: $243,888Net Income 2024: $175,5372024

Highlighted filing

2024

Revenue$419,425
Expenses$243,888
Net Income$175,537
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$197,470
Liabilities
$0
Net assets
$197,470
Revenue
$419,425
Expenses
$243,888
Net income
$175,537
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$4.19$2.44$1.76
2023Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$1.00$0.78$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Gross Receipts
$419,425
Mission and Program Overview

Mission

See Schedule O for organization mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$21,933$197,470▲ $175,537
Total Assets$21,933$197,470▲ $175,537
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$21,933$197,470▲ $175,537
Total Net Assets Fund Balance$21,933$197,470▲ $175,537
Total Liabilities and Net Assets / Fund Balance$21,933$197,470▲ $175,537
Compensation and Service Providers
Top Officer Pay100th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Christopher CaracciCEOFT$208,000$208,000

Board Members and Trustees

NameTitle
Carly FlorinaBoard Chair
Cliff FleetDirector
Jeff TrammellDirector
Kendrick AshtonDirector
Mike ToddDirector
Pamela PennyDirector
Peggy AgourisDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$400,000
Program Service Revenue
$19,425
Investment Income
$0
Other Revenue
$0
All Other Contributions
$400,000
Change in Net Assets
$175,537
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$208,000
Other Expenses$35,888
Total Fundraising Expense$20,850
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$176,800$20,800$10,400$208,000
Fees for Services Other--$10,450$10,450
Other Expenses$13,120$3,730-$3,730
Information Technology-$2,417-$2,417
Travel-$2,318-$2,318
Fees for Services Accounting-$1,612-$1,612
Office Expenses-$1,080-$1,080
Total Functional Expenses$189,920$33,118$20,850$243,888
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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 governing body review Part VI line 11

“The organizations tax return preparer provided a preliminary copy of Form 990 to the board members for review. Any necessary changes are made, and the finalized tax return is presented to the president for signature and filing.”

Conflict of interest policy compliance Part VI line 12C

“At the boards annual meeting, the conflict of interest policy is reviewed with all the board members.”

Governing documents etc available to public Part VI line 19

“The organization makes its governing documents, conflicts of interest statement and financial statement available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
The Williamsburg Institute
EIN
93-1594134
In Care Of
% Christopher Caracci
Address
260 Sir Thomas Lunsford Drive, Williamsburg, VA 23185

Signing Officer

Name
Christopher Caracci
Title
CEO
Phone
3212564422
Signed
2025-05-08
Discuss with paid preparer
Yes

Organization Details

Formed
2023
Legal Domicile
Va
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Simmons & Jamieson CPAs
Address
6525 The Corners Parkway Suite 116, Peachtree Corners, GA 30092
Preparer
James B Murphy
Phone
7704482525
Supplemental Narrative

Additional Explanations

General explanation attachment

“Part I Line 1 Oganization Mission By harnessing the academic excellence of William & Mary and the historic vibrancy of Colonial Williamsburg, facilitate a synergy that gives rise to a dynamic array of immersive programs and gatherings designed to instill participants with a profound grasp of our nations bedrock principles and their contemporary relevance and application.”

Raw XML Appendix355 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organizations tax return preparer provided a preliminary copy of Form 990 to the board members for review. Any necessary changes are made, and the finalized tax return is presented to the president for signature and filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1At the boards annual meeting, the conflict of interest policy is reviewed with all the board members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization makes its governing documents, conflicts of interest statement and financial statement available to the public upon written request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Part I Line 1 Oganization Mission By harnessing the academic excellence of William & Mary and the historic vibrancy of Colonial Williamsburg, facilitate a synergy that gives rise to a dynamic array of immersive programs and gatherings designed to instill participants with a profound grasp of our nations bedrock principles and their contemporary relevance and application.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3General explanation attachment
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IRS990/TotalProgramServiceExpensesAmt0189920
IRS990/TotalProgramServiceRevenueAmt019425
IRS990/TotalReportableCompFromOrgAmt0208000
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt019425
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0419425
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt021933
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0197470
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt02318
IRS990/TravelGrp/TotalAmt02318
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0https://williamsburginstitute.org/
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER CARACCI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum03212564422
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Williamsburg Institute
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0931594134
ReturnHeader/Filer/InCareOfNm0% Christopher Caracci
ReturnHeader/Filer/USAddress/AddressLine1Txt0260 Sir Thomas Lunsford Drive
ReturnHeader/Filer/USAddress/CityNm0Williamsburg
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023185
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461517562
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Simmons & Jamieson CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06525 The Corners Parkway Suite 116
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Peachtree Corners
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd030092
ReturnHeader/PreparerPersonGrp/PhoneNum07704482525
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES B MURPHY
ReturnHeader/ReturnTs02025-05-12T17:08:10-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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