Civic Intelligence

The Bollinger Foundation

990EZ • Fiscal year 2024 • EIN 52-1615539

Jan 01, 2024 to Dec 31, 2024

14281 Bakerwood PlaceHaymarket, VA 20169

(703) 608-1846

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

6th percentile

-79%

Faster asset growth than 6% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

74th percentile

29%

Faster revenue growth than 74% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$15,821

Down $58,809 (-79%) from 2023

Net Assets

Down

$15,821

Down $58,809 (-79%) from 2023

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Up

$164,696

Up $36,673 (+29%) from 2023

Expenses

Down

$26,515

Down $111,519 (-81%) from 2023

Net Income

Up

$138,181

Up $148,192 (+1480%) from 2023

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $67,362Liabilities 2010: $02010Assets 2012: $75,739Liabilities 2012: $02012Assets 2013: $23,639Liabilities 2013: $02013Assets 2014: $16,910Net Assets 2014: $16,9102014Assets 2015: $12,892Net Assets 2015: $12,8922015Assets 2016: $63,681Net Assets 2016: $63,6812016Assets 2017: $20,179Net Assets 2017: $20,1792017Assets 2018: $21,601Net Assets 2018: $21,6012018Assets 2019: $42,176Net Assets 2019: $42,1762019Assets 2020: $32,227Net Assets 2020: $32,2272020Assets 2021: $91,211Net Assets 2021: $91,2112021Assets 2022: $86,957Net Assets 2022: $86,9572022Assets 2023: $74,630Net Assets 2023: $74,6302023Assets 2024: $15,821Liabilities 2024: $0Net Assets 2024: $15,8212024

Highlighted filing

2024

Assets$15,821
Liabilities$0
Net Assets$15,821

Operations Trend

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

$200K$100K$0-$100KRevenue 2010: $100,689Expenses 2010: $98,633Net Income 2010: $2,0562010Revenue 2012: $57,914Expenses 2012: $62,451Net Income 2012: -$4,5372012Revenue 2013: $58,835Expenses 2013: $110,935Net Income 2013: -$52,1002013Revenue 2014: $87,606Expenses 2014: $94,335Net Income 2014: -$6,7292014Revenue 2015: $99,827Expenses 2015: $103,845Net Income 2015: -$4,0182015Revenue 2016: $146,978Expenses 2016: $96,189Net Income 2016: $50,7892016Revenue 2017: $90,664Expenses 2017: $134,166Net Income 2017: -$43,5022017Revenue 2018: $91,655Expenses 2018: $90,233Net Income 2018: $1,4222018Revenue 2019: $103,206Expenses 2019: $82,631Net Income 2019: $20,5752019Revenue 2020: $57,329Expenses 2020: $67,278Net Income 2020: -$9,9492020Revenue 2021: $139,961Expenses 2021: $80,977Net Income 2021: $58,9842021Revenue 2022: $104,896Expenses 2022: $109,150Net Income 2022: -$4,2542022Revenue 2023: $128,023Expenses 2023: $138,034Net Income 2023: -$10,0112023Revenue 2024: $164,696Expenses 2024: $26,515Net Income 2024: $138,1812024

Highlighted filing

2024

Revenue$164,696
Expenses$26,515
Net Income$138,181
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 23, 2026
Return Version
2024v5.2
Gross Receipts
$164,696
Mission and Program Overview

Mission

Provide funds for education of children who lost one or both parents priority is given to children where one or both parents worked in the area of affordable housing or community and ecomonic development

Organization Primary exempt purpose - provide funds for education of children who lost one or both parents. Priority is given to children where one or both parents worked in the area of affordable housing or community and economic development

Program Services

DescriptionGrantsExpenses
GRANTS FOR EDUCATION/GENERAL WELLBEING OF CHILDREN OF DECEASED PARENTS WHO WORKED IN AFFORDABLE PUBLIC HOUSING /ECONOMIC COMMUNITY DEVELOPMENT$136,000$162,515
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY FINKLEChairman Retire-$0--
STEVE BOLLINGERCo President-$0--
JOSEPH E SHULERSecretary-$0--
BETH JOHNSONTreasurer-$0--
HEATHER BOLLINGERCo President-$0--
RICH LERNERVice President-$0--
DENISE B MUHAVice President-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing----
Filing and Contact Details

Filer

Filer Name
The Bollinger Foundation
EIN
52-1615539
In Care Of
% MARY E JOHNSON
Phone
7036081846
Address
14281 BAKERWOOD PLACE, HAYMARKET, VA 20169

Signing Officer

Name
Stephen Bollinger
Title
President
Phone
7036081846
Signed
2026-02-23

Preparer

Firm
Hrb Tax Group Inc
Address
1262 W FIFTH AVE, COLUMBUS, OH 43212
Preparer
April C Smith EA
Phone
6144886204
Supplemental Narrative

Additional Explanations

Laura Betances 8000

$8000

Addison Brent 8000

$8000

Savannah Brent 4000

$4000

Heaven Brown 8000

$8000

Jordan Carty 8000

$8000

Sage Carty 8000

$8000

Ryann Coleman 8000

$8000

Jayden Greenfield 8000

$8000

Kya Hines 8000

$8000

Kylie Handy 8000

$8000

Teyon Herring 8000

$8000

Emily Deandria Marie Hutson 5000

$5000

Ella Jones 3000

$3000

Brody Jones 4000

$4000

Caroline Mcshea 8000

$8000

Lauren Perretta 8000

$8000

Maximus Ruybal 8000

$8000

Jermiah Sepulveda 8000

$8000

Cailan Weaver 8000

$8000

Form 990EZ Part I Line 16

Description:WEBSITE HOSTING Amount:720

Form 990EZ Part I Line 16

Description:GOLF OPEN RETAINER (GREAT GOLF EVENTS) Amount:1800

Form 990EZ Part I Line 16

Description:BOLLINGER OPEN (GREAT GOLF EVENTS) Amount:14565

Form 990EZ Part I Line 16

Description:OPEN RECEPTION (DAUPHINE'S AND SWAG) Amount:7405

Form 990EZ Part I Line 16

Description:JAY STEARNS PHOTOGRAPHY Amount:1500

Form 990EZ Part I Line 16

Description:BOLLINGER BRACKET Amount:50

Raw XML Appendix206 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HAYMARKET
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IRS990EZ/LandAndBuildingsGrp/BOYAmt00
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IRS990EZ/MadeLoansToFromOfficersInd0false
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEFFREY FINKLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1STEVE BOLLINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOSEPH E SHULER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BETH JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HEATHER BOLLINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5RICH LERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DENISE B MUHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN RETIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CO PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt026040
IRS990EZ/PrimaryExemptPurposeTxt0Organization Primary exempt purpose - provide funds for education of children who lost one or both parents. Priority is given to children where one or both parents worked in the area of affordable housing or community and economic development
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS FOR EDUCATION/GENERAL WELLBEING OF CHILDREN OF DECEASED PARENTS WHO WORKED IN AFFORDABLE PUBLIC HOUSING /ECONOMIC COMMUNITY DEVELOPMENT
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IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026515
IRS990EZ/TotalProgramServiceExpensesAmt0162515
IRS990EZ/TotalRevenueAmt0164696
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0NONE
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0164696
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0128023
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0104889
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0139957
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt057322
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0594887
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0594887
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0164696
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0128023
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0104889
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0139957
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt057322
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0594887
IRS990ScheduleA/TotalSupportAmt0594887
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1$8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2$4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3$8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4$8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5$8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6$8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7$8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8$8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9$8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10$8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11$5000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12$3000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13$4000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14$8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15$8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16$8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17$8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18$8000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19Description:WEBSITE HOSTING Amount:720
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20Description:GOLF OPEN RETAINER (GREAT GOLF EVENTS) Amount:1800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Description:BOLLINGER OPEN (GREAT GOLF EVENTS) Amount:14565
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Description:OPEN RECEPTION (DAUPHINE'S AND SWAG) Amount:7405
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23Description:JAY STEARNS PHOTOGRAPHY Amount:1500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt24Description:BOLLINGER BRACKET Amount:50
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0LAURA BETANCES 8000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1ADDISON BRENT 8000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2SAVANNAH BRENT 4000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3HEAVEN BROWN 8000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4JORDAN CARTY 8000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5SAGE CARTY 8000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6RYANN COLEMAN 8000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7JAYDEN GREENFIELD 8000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8KYA HINES 8000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9KYLIE HANDY 8000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10TEYON HERRING 8000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11EMILY DEANDRIA MARIE HUTSON 5000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12ELLA JONES 3000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13BRODY JONES 4000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14CAROLINE MCSHEA 8000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15LAUREN PERRETTA 8000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16MAXIMUS RUYBAL 8000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17JERMIAH SEPULVEDA 8000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18CAILAN WEAVER 8000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc23FORM 990EZ PART I LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc24FORM 990EZ PART I LINE 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN BOLLINGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07036081846
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BOLLINGER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BOLL
ReturnHeader/Filer/EIN0521615539
ReturnHeader/Filer/InCareOfNm0% MARY E JOHNSON
ReturnHeader/Filer/PhoneNum07036081846
ReturnHeader/Filer/USAddress/AddressLine1Txt014281 BAKERWOOD PLACE
ReturnHeader/Filer/USAddress/CityNm0HAYMARKET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020169
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01262 W FIFTH AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLUMBUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043212
ReturnHeader/PreparerPersonGrp/PhoneNum06144886204
ReturnHeader/PreparerPersonGrp/PreparationDt02026-12-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0April C Smith EA
ReturnHeader/ReturnTs02026-04-01T11:57:59-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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