Civic Intelligence

D a Woolfrey Jr Foundation

990PF • Fiscal year 2021 • EIN 20-2759995

Jan 01, 2021 to Dec 31, 2021 • Filed on Feb 27, 2023

11504 Cemetery RoadBealeton, VA 22712

(434) 293-9664

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

8th percentile

-126%

Higher net margin than 8% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

79th percentile

$1,408

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 26.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

30th percentile

-19%

Faster revenue growth than 30% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Down

$0

Down $6,836 (-100%) from 2020

Net Assets

Down

$0

Down $6,836 (-100%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$5,407

Down $1,305 (-19%) from 2020

Expenses

Down

$12,243

Down $4,127 (-25%) from 2020

Net Income

Up

-$6,836

Up $2,822 (+29%) from 2020

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $100,207Liabilities 2011: $02011Assets 2012: $91,542Liabilities 2012: $02012Assets 2013: $86,083Liabilities 2013: $02013Assets 2014: $73,301Liabilities 2014: $02014Assets 2015: $60,678Liabilities 2015: $02015Assets 2017: $37,848Liabilities 2017: $0Net Assets 2017: $37,8482017Assets 2018: $26,270Liabilities 2018: $0Net Assets 2018: $26,2702018Assets 2019: $16,494Liabilities 2019: $0Net Assets 2019: $16,4942019Assets 2020: $6,836Liabilities 2020: $0Net Assets 2020: $6,8362020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2021

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$40K$20K$0-$20K-$40K-$60KRevenue 2011: -$16,360Expenses 2011: $27,510Net Income 2011: -$43,8702011Revenue 2012: $4,821Expenses 2012: $13,486Net Income 2012: -$8,6652012Revenue 2013: $19,851Expenses 2013: $25,075Net Income 2013: -$5,2242013Revenue 2014: $13,822Expenses 2014: $26,604Net Income 2014: -$12,7822014Revenue 2015: $11,516Expenses 2015: $24,139Net Income 2015: -$12,6232015Revenue 2017: $2,959Expenses 2017: $19,360Net Income 2017: -$16,4012017Revenue 2018: $7,726Expenses 2018: $19,304Net Income 2018: -$11,5782018Revenue 2019: $8,955Expenses 2019: $19,731Net Income 2019: -$10,7762019Revenue 2020: $6,712Expenses 2020: $16,370Net Income 2020: -$9,6582020Revenue 2021: $5,407Expenses 2021: $12,243Net Income 2021: -$6,8362021

Highlighted filing

2021

Revenue$5,407
Expenses$12,243
Net Income-$6,836
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Feb 27, 2023
Return Version
2021v4.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREGORY OLINGERDirector-$1,408-$1,408
DONNA OLINGERDirector-$1,283-$1,283
ASHLEY GOREDirector-$1,283-$1,283
STEPHANIE OLINGERDirector-$1,282-$1,282
LISA COOPERDirector-$1,282-$1,282
BRYAN COOPERDirector-$1,282-$1,282
Filing and Contact Details

Filer

Filer Name
D a Woolfrey Jr Foundation
EIN
20-2759995
Phone
4342939664
Address
11504 CEMETERY ROAD, BEALETON, VA 22712

Signing Officer

Name
Greg Olinger
Title
Director
Phone
4342939664
Signed
2023-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Brown Edwards & Company Llp
Address
4951 LAKE BROOK DRIVE SUITE 375, GLEN ALLEN, VA 23060
Preparer
Brad L Bailey
Phone
8048974700
Raw XML Appendix343 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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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt083
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt083
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt03509
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02253
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01465
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01893
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01893
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09014
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0417
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01370
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03509
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02253
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01465
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0417
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt010907
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0D.A. WOOLFREY FOUNDATION IS TERMINATING AS OF 12/31/21. FINAL CASH DISBURSEMENTS WERE ESTIMATED AND INCLUDED IN THE RETURN AS FOLLOWS: 1. FINAL PROFESSIONAL FEES - $ 1,865 2. FINAL TAX DUE TO IRS - $ 94 3. FINAL COMPENSATION TO DIRECTORS - $ 1,822 AFTER THESE FINAL EXPENSES, NO ASSETS REMAIN IN THE FOUNDATION.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0SCC REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
TaxesSchedule/TaxesDetail/Amt0188
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YEAR TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG OLINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum04342939664
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0D A WOOLFREY JR FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DAWO
ReturnHeader/Filer/EIN0202759995
ReturnHeader/Filer/PhoneNum04342939664
ReturnHeader/Filer/USAddress/AddressLine1Txt011504 CEMETERY ROAD
ReturnHeader/Filer/USAddress/CityNm0BEALETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022712
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541546070
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN EDWARDS & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04951 LAKE BROOK DRIVE SUITE 375
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GLEN ALLEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023060
ReturnHeader/PreparerPersonGrp/PhoneNum08048974700
ReturnHeader/PreparerPersonGrp/PreparationDt02023-02-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRAD L BAILEY
ReturnHeader/ReturnTs02023-02-28T10:00:16-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OLINGER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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