Nonprofit · EIN 54-0471667
ALUMNI ASSOCIATION OF UNIVERSITY OF MARY WASHINGTON
Tax-exempt · FREDERICKSBRG, VA 22401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $309,876 | $353,495 | -$43,619 | $6,216 | $79,771 | -$73,555 |
| June 30, 2024 | 990 | $261,536 | $361,876 | -$100,340 | $28,077 | $58,070 | -$29,993 |
| June 30, 2023 | 990 | $371,057 | $332,637 | $38,420 | $77,391 | $10 | $77,381 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $222,012
- Program service revenue
- $36,382
- Investment income
- $0
- Royalties
- $51,482
- Other revenue
- $51,482
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,929
- Travel
- $5,022
- Program services (functional)
- $294,930
- Management and general (functional)
- $57,310
- Fundraising (functional)
- $1,255
Balance sheet and other
- Total assets, start of year
- $28,077
- Total assets, end of year
- $6,216
- Total liabilities, end of year
- $79,771
- Net assets, end of year
- -$73,555
- Net assets without donor restrictions
- -$73,555
- Gross receipts
- $309,876
- Employees
- 0
- Volunteers
- 215
- Year formed
- 1963
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES LLEWELLYN | PRESIDENT Trustee or director, Officer | 0.3 | $0 |
| CHARMAYNE STALOFF | PRESIDENT ELECT Trustee or director, Officer | 0.1 | $0 |
| VICKI SPRAGUE RAVENEL | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| COLETTE JOHNSON | VICE PRESIDENT, REGIONAL NETWORKS Trustee or director, Officer | 0.1 | $0 |
| BRENDAN KELLY | VICE PRESIDENT, CAREER CONNECTIONS Trustee or director, Officer | 0.1 | $0 |
| LISA KEYSER | VICE PRESIDENT, ALUMNI AWARDS Trustee or director, Officer | 0.1 | $0 |
| KATHY VI | VICE PRESIDENT, REUNION WEEKEND Trustee or director, Officer | 0.1 | $0 |
| MATTHEW BAKER | DIRECTOR Trustee or director | 0.1 | $0 |
| MELISSA ESTEVEZ | DIRECTOR Trustee or director | 0.1 | $0 |
| MEAGAN KISHMAN | DIRECTOR Trustee or director | 0.1 | $0 |
| MEGANNE LEMON | DIRECTOR Trustee or director | 0.1 | $0 |
| BRIAN REAGAN | DIRECTOR Trustee or director | 0.1 | $0 |
| KATHERINE REDMILES | DIRECTOR Trustee or director | 0.1 | $0 |
| JENNIFER ROSS | DIRECTOR Trustee or director | 0.1 | $0 |
| SYE SMITH | DIRECTOR Trustee or director | 0.1 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HARRY THOMAS | DIRECTOR Trustee or director | 0.1 | $0 |
| LORI TURLEY | DIRECTOR Trustee or director | 0.1 | $0 |
| JENNIFER WILSON WATSON | DIRECTOR Trustee or director | 0.1 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VICKI RAVENEL | PRESIDENT Trustee or director, Officer | 0.3 | $0 |
| JAMES LLEWELLYN | PRESIDENT-ELECT Trustee or director, Officer | 0.1 | $0 |
| JENIFER BLAIR | IMMEDIATE PAST PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| SEAN LYNCH | VICE PRESIDENT ALUMNI AWARDS Trustee or director, Officer | 0.1 | $0 |
| COLETTE JOHNSON | VICE PRESIDENT CAREER CONNECTIONS Trustee or director, Officer | 0.1 | $0 |
| CHARMAYNE STALOFF | VICE PRESIDENT REGIONAL NETWORKS Trustee or director, Officer | 0.1 | $0 |
| LISA KEYSER | VICE PRESIDENT REUNION WEEKEND Trustee or director, Officer | 0.1 | $0 |
| MARY BOYD | DIRECTOR Trustee or director | 0.1 | $0 |
| MELISSA ESTEVEZ | DIRECTOR Trustee or director | 0.1 | $0 |
| KARMEL JAMES | DIRECTOR Trustee or director | 0.1 | $0 |
| BRENDAN KELLY | DIRECTOR Trustee or director | 0.1 | $0 |
| MEGANNE LEMON | DIRECTOR Trustee or director | 0.1 | $0 |
| SUSAN QUENZER | DIRECTOR Trustee or director | 0.1 | $0 |
| BRIAN REAGAN | DIRECTOR Trustee or director | 0.1 | $0 |
| KATHERINE REDMILES | DIRECTOR Trustee or director | 0.1 | $0 |
| HARRY THOMAS | DIRECTOR Trustee or director | 0.1 | $0 |
| LORI TURLEY | DIRECTOR Trustee or director | 0.1 | $0 |
| KATHY VI | DIRECTOR Trustee or director | 0.1 | $0 |
| JENNIFER WATSON | DIRECTOR Trustee or director | 0.1 | $0 |
990 for the year ended June 30, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VICKI S RAVENEL | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JAMES LLEWELLYN | PRESIDENT ELECT Trustee or director, Officer | 1 | $0 |
| JENIFER L BLAIR | IMMEDIATE PAST PRESIDENT AND VP Trustee or director, Officer | 1 | $0 |
| COLETTE JOHNSON | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| LISA KEYSER | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| SEAN LYNCH | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| CHARMAYNE STALOFF | VICE PRESIDENT Trustee or director | 0.5 | $0 |
| MARY BOYD | DIRECTOR Trustee or director | 0.5 | $0 |
| MELISSA ESTEVEZ | DIRECTOR Trustee or director | 0.5 | $0 |
| KARMEL JAMES | DIRECTOR Trustee or director | 0.5 | $0 |
| BRENDAN KELLY | DIRECTOR Trustee or director | 0.5 | $0 |
| MEGANNE LEMON | DIRECTOR Trustee or director | 0.5 | $0 |
| SUSAN QUENZER | DIRECTOR Trustee or director | 0.5 | $0 |
| BRIAN REAGAN | DIRECTOR Trustee or director | 0.5 | $0 |
| KATHERINE REDMILES | DIRECTOR Trustee or director | 0.5 | $0 |
| MARC TATE | DIRECTOR Trustee or director | 0.5 | $0 |
| KATHY VI | DIRECTOR Trustee or director | 0.5 | $0 |
| JENNIFER WATSON | DIRECTOR Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 1119 HANOVER ST, FREDERICKSBRG, VA 22401-5412
- Principal officer (990 for 2024)
- JAMES LLEWELLYN, 1119 HANOVER STREET, FREDERICKSBURG, VA 22401
- Signed the 990
- CATHERINE TURCOTTE, EXECUTIVE DIRECTOR
- Phone
- (540) 654-1011
- Website
- WWW.ALUMNI.UMW.EDU
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
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.
Program accomplishments
- IMPLEMENTATION OF 73 SERVICE, EDUCATIONAL, AND NETWORKING EVENTS AND PROGRAMS TO PROMOTE AND FACILITATE ALUMNI, PARENT, AND STUDENT ENGAGEMENT WITH UMW AND THE ALUMNI ASSOCIATION. OVER 3,100 PARTICIPATED WITH 95% 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.Expenses $294,930 · revenue $36,382
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 54-0471667
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1963
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,216
- Income (IRS master file)
- $309,876
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $309,876 | $353,495 | $6,216 | XML |
| 990 | June 2024 | $261,536 | $361,876 | $28,077 | IRS |
| 990 | June 2023 | $371,057 | $332,637 | $77,391 | XML |
| 990 | June 2022 | $249,238 | $454,325 | $284,045 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-0471667).
Questions about ALUMNI ASSOCIATION OF UNIVERSITY OF MARY WASHINGTON
- What is the EIN of ALUMNI ASSOCIATION OF UNIVERSITY OF MARY WASHINGTON?
- The employer identification number (EIN) of ALUMNI ASSOCIATION OF UNIVERSITY OF MARY WASHINGTON is 54-0471667.
- Is ALUMNI ASSOCIATION OF UNIVERSITY OF MARY WASHINGTON tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to ALUMNI ASSOCIATION OF UNIVERSITY OF MARY WASHINGTON tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ALUMNI ASSOCIATION OF UNIVERSITY OF MARY WASHINGTON file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ALUMNI ASSOCIATION OF UNIVERSITY OF MARY WASHINGTON due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALUMNI ASSOCIATION OF UNIVERSITY OF MARY WASHINGTON last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ALUMNI ASSOCIATION OF UNIVERSITY OF MARY WASHINGTON?
- The 990 for the year ended June 30, 2025 names JAMES LLEWELLYN.
- Who are the officers and directors of ALUMNI ASSOCIATION OF UNIVERSITY OF MARY WASHINGTON?
- The 990 for the year ended June 30, 2025 lists 18 people; 0 received compensation from the organization.
- How much revenue does ALUMNI ASSOCIATION OF UNIVERSITY OF MARY WASHINGTON have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $309,876, expenses of $353,495 and total assets of $6,216 at year end.
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