Civic Intelligence

Historic Dumfries VA Inc

990EZ • Fiscal year 2023 • EIN 23-7367849

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 12, 2025

Organization ProfileN/A
3944 Cameron StreetDumfries, VA 22026

(703) 221-2218

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

Higher debt load relative to assets than 62% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

71st percentile

17%

Faster asset growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

46th percentile

1.3%

Faster revenue growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$68,964

Up $10,201 (+17%) from 2022

Net Assets

Up

$68,779

Up $10,360 (+18%) from 2022

Liabilities

Down

$185

Down $159 (-46%) from 2022

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin66th percentile

Revenue

Up

$78,776

Up $1,049 (+1.3%) from 2022

Expenses

Down

$68,322

Down $4,251 (-5.9%) from 2022

Net Income

Up

$10,454

Up $5,300 (+103%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$100K$50K$0Assets 2012: $27,725Liabilities 2012: $2,691Net Assets 2012: $25,0342012Assets 2013: $53,378Liabilities 2013: $4,802Net Assets 2013: $48,5762013Assets 2021: $53,568Liabilities 2021: $303Net Assets 2021: $53,2652021Assets 2022: $58,763Liabilities 2022: $344Net Assets 2022: $58,4192022Assets 2023: $68,964Liabilities 2023: $185Net Assets 2023: $68,7792023Assets 2024: $89,472Liabilities 2024: $70Net Assets 2024: $89,4022024

Highlighted filing

2023

Assets$68,964
Liabilities$185
Net Assets$68,779
Open 2023 Filing

Operations Trend

Revenue Growth46th percentile

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

$100K$50K$0Revenue 2012: $67,797Expenses 2012: $59,351Net Income 2012: $8,4462012Revenue 2013: $48,667Expenses 2013: $25,125Net Income 2013: $23,5422013Revenue 2021: $79,109Expenses 2021: $68,828Net Income 2021: $10,2812021Revenue 2022: $77,727Expenses 2022: $72,573Net Income 2022: $5,1542022Revenue 2023: $78,776Expenses 2023: $68,322Net Income 2023: $10,4542023Revenue 2024: $85,970Expenses 2024: $65,411Net Income 2024: $20,5592024

Highlighted filing

2023

Revenue$78,776
Expenses$68,322
Net Income$10,454
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 12, 2025
Return Version
2022v5.0
Gross Receipts
$78,807
Mission and Program Overview

Mission

Preserve, protect and promote interest in the history of dumfries and its environs.

Preserve protect and promote intrest in

Program Services

DescriptionGrantsExpenses
PRESERVE, PROTECT AND PROMOTE INTEREST IN THE HISTORY OF DUMFRIES AND ITS ENVIRONMENT$78,807$68,322
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT BORKAPresident-$0--
EDWARD COULSONVice President-$0--
NORMA FIELDSSecretary-$0--
STEVEN FREDERICKSTreasurer-$0--
DERRICK WOODEx Officio-$0--
JEREMIAH BURNSMember At LargePT$0--
PATRICK THOMPSONMember At Large-$0--
ANITA FREVERTMember At Large-$0--
Filing and Contact Details

Filer

Filer Name
Historic Dumfries Va
EIN
23-7367849
Address
3944 CAMERON STREET, DUMFRIES, VA 22026

Signing Officer

Name
Patrick Thomas
Title
President
Phone
7032212218
Signed
2025-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Mrs Tax Service
Address
4000 GENESEE PLACE, WOODBRIDGE, VA 22192-8302
Preparer
Yalanda Jerry- Rodney
Phone
7034978403
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountrent revenue 2,850”

Description of other expenses Part I line 16

“Description amountinsurance expenses 3,740office supplies 244staff volunteer appreciation 63wesite 20program supplies 259payroll taxes 3,871payroll services 658”

Description of other assets Part II line 24

“Category beginning of year end of yeargift shop inventory 4,710 4,754unused programming supplies 56 56fixed assets 576 576”

Description of total liabilities Part II line 26

“Category beginning of year end of yeartotal liabilites 0 185”

Raw XML Appendix186 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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IRS990EZ/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum07032212218
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03944 CAMERON STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DUMFRIES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd022026
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt052983
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063578
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt069525
IRS990EZ/CostOfGoodsSoldAmt031
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt010454
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0659
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt058325
IRS990EZ/Form990TotalAssetsGrp/EOYAmt068964
IRS990EZ/FundraisingGrossIncomeAmt0270
IRS990EZ/GrossProfitLossSlsOfInvntryAmt043
IRS990EZ/GrossReceiptsAmt078807
IRS990EZ/GrossSalesOfInventoryAmt074
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt01590
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt058325
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068779
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt058325
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068779
IRS990EZ/OccupancyRentUtltsAndMaintAmt015200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT BORKA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EDWARD COULSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NORMA FIELDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVEN FREDERICKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DERRICK WOOD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JEREMIAH BURNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PATRICK THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7ANITA FREVERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4EX OFFICIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6MEMBER AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7MEMBER AT LARGE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt05342
IRS990EZ/OtherAssetsTotalDetail/EOYAmt05386
IRS990EZ/OtherExpensesTotalAmt08855
IRS990EZ/OtherRevenueTotalAmt02850
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PRESERVE PROTECT AND PROMOTE INTREST IN
IRS990EZ/PrintingPublicationsPostageAmt056
IRS990EZ/ProgramServiceRevenueAmt04488
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRESERVE, PROTECT AND PROMOTE INTEREST IN THE HISTORY OF DUMFRIES AND ITS ENVIRONMENT
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt078807
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt068322
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt043552
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt0270
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0185
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt068322
IRS990EZ/TotalProgramServiceExpensesAmt068322
IRS990EZ/TotalRevenueAmt078776
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt075873
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt070294
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt075907
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt061602
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt054189
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0337865
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt022
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt068
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87200
IRS990ScheduleA/PublicSupportTotal170Amt0294674
IRS990ScheduleA/SubstantialContributorsTotAmt043191
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt075873
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt070294
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt075907
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt061602
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt054189
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0337865
IRS990ScheduleA/TotalSupportAmt0337933
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTRENT REVENUE 2,850
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTINSURANCE EXPENSES 3,740OFFICE SUPPLIES 244STAFF VOLUNTEER APPRECIATION 63WESITE 20PROGRAM SUPPLIES 259PAYROLL TAXES 3,871PAYROLL SERVICES 658
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CATEGORY BEGINNING OF YEAR END OF YEARGIFT SHOP INVENTORY 4,710 4,754UNUSED PROGRAMMING SUPPLIES 56 56FIXED ASSETS 576 576
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARTOTAL LIABILITES 0 185
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07032212218
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HISTORIC DUMFRIES VA
ReturnHeader/Filer/BusinessNameControlTxt0HIST
ReturnHeader/Filer/EIN0237367849
ReturnHeader/Filer/USAddress/AddressLine1Txt03944 CAMERON STREET
ReturnHeader/Filer/USAddress/CityNm0DUMFRIES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022026
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205633974
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MRS TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04000 GENESEE PLACE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WOODBRIDGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0221928302
ReturnHeader/PreparerPersonGrp/PhoneNum07034978403
ReturnHeader/PreparerPersonGrp/PreparationDt02025-03-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Yalanda Jerry- Rodney
ReturnHeader/ReturnTs02025-03-12T15:44:05-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,964
Liabilities
$185
Net assets
$68,779
Revenue
$78,776
Expenses
$68,322
Net income
$10,454
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$89.5$0.07$89.4$86.0$65.4$20.6
2023Detailed filing. Detailed filing data is available for this year.$69.0$0.19$68.8$78.8$68.3$10.5
2022Detailed filing. Detailed filing data is available for this year.$58.8$0.34$58.4$77.7$72.6$5.15
2021Detailed filing. Detailed filing data is available for this year.$53.6$0.30$53.3$79.1$68.8$10.3
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.4$4.80$48.6$48.7$25.1$23.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.7$2.69$25.0$67.8$59.4$8.45