William And Mary Real Estatefoundation
William And Mary Real Estatefoundation shows consistent asset growth and positive operating margins with no reported officer compensation.
EIN: 208608553 · Williamsburg, VA · NTEE: B12 · Updated: 2026-03-28
| Metric | Value |
|---|---|
| Total Revenue | $4.2M |
| Total Expenses | $2.7M |
| Program Spending | 85% |
| Net Assets | $15.9M |
| Transparency Score | 85/100 |
Is William And Mary Real Estatefoundation Legit?
Some Concerns
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
William And Mary Real Estatefoundation directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.
About William And Mary Real Estatefoundation
William And Mary Real Estatefoundation (EIN: 208608553) is a nonprofit organization based in Williamsburg, VA, classified under NTEE code B12. The organization reported total revenue of $4.2M and total assets of $37.7M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of William And Mary Real Estatefoundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
William And Mary Real Estatefoundation is a mid-size nonprofit that has been operating for 19 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 16.1%.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
| Total Revenue | $3.3M |
| Total Expenses | $2.7M |
| Surplus / Deficit | +$552K |
| Total Assets | $36.3M |
| Total Liabilities | $20.4M |
| Net Assets | $15.9M |
| Operating Margin | 16.8% |
| Debt-to-Asset Ratio | 56.1% |
| Months of Reserves | 159.2 months |
Financial Health Grade: A
In 2023, William And Mary Real Estatefoundation reported a surplus of $552K with revenue exceeding expenses, holds 159.2 months of operating reserves (strong position), has a debt-to-asset ratio of 56.1% (high leverage).
Financial Trends
Over 13 years of filings (2011–2023), William And Mary Real Estatefoundation's revenue has grown at a compound annual growth rate (CAGR) of 16.1%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2023 | +10.7% | +13.8% | +13.6% |
| 2022 | +8.4% | +6.5% | +0.7% |
| 2021 | -15.2% | +11.2% | +1.5% |
| 2020 | -10.0% | +22.3% | +20.8% |
| 2019 | +12.5% | -21.1% | +5.7% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 1000 |
| IRS Ruling Date | 2007 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Transparency Report
Mission Effectiveness Score
NonprofitSpending's AI analysis rates William And Mary Real Estatefoundation with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Spending Breakdown
- admin: 10%
- programs: 85%
- fundraising: 5%
According to IRS 990 filings, William And Mary Real Estatefoundation allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.
Key Financial Metrics (2023)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $552K, with revenue exceeding expenses.
- Debt-to-asset ratio: 56.1%.
Executive Compensation Analysis
The organization consistently reports 0% officer compensation across all available filings, suggesting that executive leadership may be volunteer-based or compensated through an affiliated entity, which can significantly reduce administrative costs.
Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.
Red Flags
The following concerns were identified during AI analysis of William And Mary Real Estatefoundation's IRS 990 filings:
- Lack of detailed program vs. administrative spending breakdown in provided data
- Potential for executive compensation to be paid by a related entity, not fully transparent on 990
Strengths
The following positive indicators were identified for William And Mary Real Estatefoundation:
- Consistent asset growth, from $25.8M in 2019 to $36.3M in 2023
- Positive operating margins, with revenue consistently exceeding expenses (e.g., $3.2M revenue vs. $2.7M expenses in 2023)
- No reported officer compensation, potentially indicating high efficiency
- Extensive IRS 990 filing history (13 filings), demonstrating transparency
- Strong financial reserves with assets significantly exceeding liabilities (e.g., $36.3M assets vs. $20.3M liabilities in 2023)
Frequently Asked Questions about William And Mary Real Estatefoundation
Is William And Mary Real Estatefoundation a legitimate charity?
Based on AI analysis of IRS 990 filings, William And Mary Real Estatefoundation (EIN: 208608553) some concerns. Mission Score: 85/100. 2 red flags identified, 5 strengths noted.
How does William And Mary Real Estatefoundation spend its money?
William And Mary Real Estatefoundation directs 85% of its spending to programs and services. The remaining budget covers administration and fundraising costs.
Are donations to William And Mary Real Estatefoundation tax-deductible?
William And Mary Real Estatefoundation is registered as a tax-exempt nonprofit (EIN: 208608553). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
What percentage of William And Mary Real Estatefoundation's spending goes to programs?
William And Mary Real Estatefoundation directs 85% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.
How does William And Mary Real Estatefoundation compare to similar nonprofits?
With a transparency score of 85/100 (Excellent), William And Mary Real Estatefoundation is above average for NTEE category B12 nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.
Where is William And Mary Real Estatefoundation located?
William And Mary Real Estatefoundation is headquartered in Williamsburg, Virginia and files with the IRS under EIN 208608553. It is classified under NTEE code B12.
How many years of IRS 990 filings does William And Mary Real Estatefoundation have?
William And Mary Real Estatefoundation has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $4.2M in total revenue.
Is William And Mary Real Estatefoundation a good charity?
Based on its consistent financial health, asset growth from $25.8M in 2019 to $36.3M in 2023, and no reported officer compensation, the organization appears to be well-managed financially. Its long filing history also indicates transparency.
How has the organization's financial health changed over time?
The organization has shown strong financial growth, with assets increasing from $18.2M in 2015 to $36.3M in 2023. Revenue has also generally trended upwards, from $1.3M in 2015 to $3.2M in 2023, indicating a healthy expansion.
What is the organization's approach to executive compensation?
The William And Mary Real Estatefoundation consistently reports 0% officer compensation in its IRS 990 filings, suggesting that its executive leadership is either volunteer-based or compensated by a related entity.
Filing History
IRS 990 filing history for William And Mary Real Estatefoundation showing financial trends over 13 years of public records:
Over 13 years of IRS 990 filings (2011–2023), William And Mary Real Estatefoundation's revenue has grown by 499.4%, moving from $549K to $3.3M. Total assets increased by 219.5% over the same period, from $11.4M to $36.3M. Total functional expenses rose by 1202.5%, from $210K to $2.7M. In its most recent filing year (2023), William And Mary Real Estatefoundation reported a surplus of $552K, with revenue exceeding expenses. The organization holds $20.4M in liabilities against $36.3M in assets (debt-to-asset ratio: 56.1%), resulting in net assets of $15.9M.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2023 | $3.3M | $2.7M | $36.3M | $20.4M | — | — |
| 2022 | $3.0M | $2.4M | $32.0M | $16.6M | — | View 990 |
| 2021 | $2.7M | $2.3M | $31.8M | $17.0M | — | — |
| 2020 | $3.2M | $2.0M | $31.3M | $17.0M | — | — |
| 2019 | $3.6M | $1.7M | $25.9M | $12.8M | — | View 990 |
| 2018 | $3.2M | $2.1M | $24.5M | $13.3M | — | View 990 |
| 2017 | $1.3M | $1.5M | $22.0M | $11.9M | — | View 990 |
| 2016 | $1.9M | $1.7M | $18.3M | $7.9M | — | View 990 |
| 2015 | $1.3M | $1.3M | $18.3M | $8.1M | — | View 990 |
| 2014 | $1.1M | $1.3M | $18.5M | $8.3M | — | View 990 |
| 2013 | $1.0M | $974K | $19.6M | $9.2M | — | View 990 |
| 2012 | $993K | $727K | $15.9M | $5.5M | — | View 990 |
| 2011 | $549K | $210K | $11.4M | $1.3M | — | View 990 |
Year-by-Year Financial Summary
- 2023: Revenue of $3.3M, expenses of $2.7M, and assets of $36.3M (revenue +10.7% year-over-year).
- 2022: Revenue of $3.0M, expenses of $2.4M, and assets of $32.0M (revenue +8.4% year-over-year).
- 2021: Revenue of $2.7M, expenses of $2.3M, and assets of $31.8M (revenue -15.2% year-over-year).
- 2020: Revenue of $3.2M, expenses of $2.0M, and assets of $31.3M (revenue -10.0% year-over-year).
- 2019: Revenue of $3.6M, expenses of $1.7M, and assets of $25.9M (revenue +12.5% year-over-year).
- 2018: Revenue of $3.2M, expenses of $2.1M, and assets of $24.5M (revenue +144.0% year-over-year).
- 2017: Revenue of $1.3M, expenses of $1.5M, and assets of $22.0M (revenue -29.5% year-over-year).
- 2016: Revenue of $1.9M, expenses of $1.7M, and assets of $18.3M (revenue +42.4% year-over-year).
- 2015: Revenue of $1.3M, expenses of $1.3M, and assets of $18.3M (revenue +17.1% year-over-year).
- 2014: Revenue of $1.1M, expenses of $1.3M, and assets of $18.5M (revenue +9.0% year-over-year).
- 2013: Revenue of $1.0M, expenses of $974K, and assets of $19.6M (revenue +2.7% year-over-year).
- 2012: Revenue of $993K, expenses of $727K, and assets of $15.9M (revenue +80.9% year-over-year).
- 2011: Revenue of $549K, expenses of $210K, and assets of $11.4M.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for William And Mary Real Estatefoundation:
Data Sources and Methodology
This transparency report for William And Mary Real Estatefoundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.