Civic Intelligence

The Catoctin Foundation DBA Loudoun Free Clinic

EIN 54-1921059 • 501(c)3 • Leesburg, VA

Profile

The loudoun free clinic is a non-profit, volunteer-driven organization that provides free, quality medical care to low-income, uninsured residents of loudoun county.

224-a Cornwall StreetLeesburg, VA 20176

loudounfreeclinic.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

48th percentile

0.06x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

47th percentile

0.06x

Higher debt load relative to revenue than 47% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

56th percentile

7.1%

Higher net margin than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

51st percentile

4.1%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

43rd percentile

3.9%

Faster revenue growth than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Assets

Up

$1,307,165

Up $83,922 (+6.9%) from 2024

Liabilities

Up

$74,793

Up $497 (+0.7%) from 2024

Net Assets

Up

$1,232,372

Up $83,425 (+7.3%) from 2024

Revenue

Up

$1,170,103

Up $178,011 (+18%) from 2024

Expenses

Up

$1,086,678

Up $100,355 (+10%) from 2024

Net Income

Up

$83,425

Up $77,656 (+1346%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $936,326Liabilities 2011: $45,975Net Assets 2011: $890,3512011Assets 2012: $753,191Liabilities 2012: $41,985Net Assets 2012: $711,2062012Assets 2013: $675,026Liabilities 2013: $16,615Net Assets 2013: $658,4112013Assets 2014: $670,663Liabilities 2014: $24,408Net Assets 2014: $646,2552014Assets 2015: $643,966Liabilities 2015: $36,645Net Assets 2015: $607,3212015Assets 2016: $610,047Liabilities 2016: $49,652Net Assets 2016: $560,3952016Assets 2017: $533,825Liabilities 2017: $49,512Net Assets 2017: $484,3132017Assets 2018: $498,575Liabilities 2018: $54,912Net Assets 2018: $443,6632018Assets 2019: $457,519Liabilities 2019: $48,652Net Assets 2019: $408,8672019Assets 2020: $662,021Liabilities 2020: $193,755Net Assets 2020: $468,2662020Assets 2021: $1,179,715Liabilities 2021: $214,530Net Assets 2021: $965,1852021Assets 2022: $1,240,424Liabilities 2022: $176,261Net Assets 2022: $1,064,1632022Assets 2023: $1,206,435Liabilities 2023: $63,257Net Assets 2023: $1,143,1782023Assets 2024: $1,223,243Liabilities 2024: $74,296Net Assets 2024: $1,148,9472024Assets 2025: $1,307,165Liabilities 2025: $74,793Net Assets 2025: $1,232,3722025

Highlighted filing

2025

Assets$1,307,165
Liabilities$74,793
Net Assets$1,232,372

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $552,596Expenses 2011: $583,645Net Income 2011: -$31,0492011Revenue 2012: $540,410Expenses 2012: $719,555Net Income 2012: -$179,1452012Revenue 2013: $647,105Expenses 2013: $699,900Net Income 2013: -$52,7952013Revenue 2014: $590,407Expenses 2014: $602,563Net Income 2014: -$12,1562014Revenue 2015: $609,020Expenses 2015: $646,570Net Income 2015: -$37,5502015Revenue 2016: $671,630Expenses 2016: $722,766Net Income 2016: -$51,1362016Revenue 2017: $709,820Expenses 2017: $780,837Net Income 2017: -$71,0172017Revenue 2018: $880,193Expenses 2018: $920,818Net Income 2018: -$40,6252018Revenue 2019: $851,056Expenses 2019: $885,852Net Income 2019: -$34,7962019Revenue 2020: $957,616Expenses 2020: $898,217Net Income 2020: $59,3992020Revenue 2021: $1,432,442Expenses 2021: $935,523Net Income 2021: $496,9192021Revenue 2022: $1,118,131Expenses 2022: $1,019,153Net Income 2022: $98,9782022Revenue 2023: $1,083,359Expenses 2023: $1,004,344Net Income 2023: $79,0152023Revenue 2024: $992,092Expenses 2024: $986,323Net Income 2024: $5,7692024Revenue 2025: $1,170,103Expenses 2025: $1,086,678Net Income 2025: $83,4252025

Highlighted filing

2025

Revenue$1,170,103
Expenses$1,086,678
Net Income$83,425

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.31$0.07$1.23$1.17$1.09$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.07$1.15$0.99$0.99$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.21$0.06$1.14$1.08$1.00$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.24$0.18$1.06$1.12$1.02$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.18$0.21$0.97$1.43$0.94$0.50
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.19$0.47$0.96$0.90$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.46$0.05$0.41$0.85$0.89$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.50$0.05$0.44$0.88$0.92$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.53$0.05$0.48$0.71$0.78$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.61$0.05$0.56$0.67$0.72$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.64$0.04$0.61$0.61$0.65$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.67$0.02$0.65$0.59$0.60$0.01
2013Summary only. Only limited summary data is available for this year.$0.68$0.02$0.66$0.65$0.70$0.05
2012Summary only. Only limited summary data is available for this year.$0.75$0.04$0.71$0.54$0.72$0.18
2011Summary only. Only limited summary data is available for this year.$0.94$0.05$0.89$0.55$0.58$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 10, 2025
Return Version
2024v5.2
Gross Receipts
$1,182,262
Mission and Program Overview

Mission

The loudoun free clinic is a non-profit, volunteer-driven organization that provides free, quality medical care to low-income, uninsured residents of loudoun county.

The loudoun free clinic is a non-profit organization that provides free, quality medical care to low-income, uninsured residents of loudoun county.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$827,961$517,880▼ $310,081
Investments in Publicly Traded Securities-$419,747-
Land, Buildings, and Equipment, Net$288,426$254,046▼ $34,380
Accounts Receivable$83,139$105,727▲ $22,588
Prepaid Expenses and Deferred Charges$20,412$9,104▼ $11,308
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,223,243$1,307,165▲ $83,922
Other Assets Total$3,305$661▼ $2,644
Liabilities
Other Liabilities$55,734$57,988▲ $2,254
Accounts Payable and Accrued Expenses$18,562$16,805▼ $1,757
Total Liabilities$74,296$74,793▲ $497
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,117,880$1,191,386▲ $73,506
Net Assets With Donor Restrictions$31,067$40,986▲ $9,919
Total Net Assets Fund Balance$1,148,947$1,232,372▲ $83,425
Total Liabilities and Net Assets / Fund Balance$1,223,243$1,307,165▲ $83,922

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$244,754$96,763$341,517
Equipment$9,292$183,279$192,571
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ashley HunnicuttExecutive DirectorFT$127,692-$127,692
Pamela SabellaNurse PractitionerFT$117,900$3,591$121,491

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,075,122
Program Service Revenue
$0
Investment Income
$36,252
Other Revenue
$58,729
All Other Contributions
$627,044
Change in Net Assets
$83,425

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,170,103
Revenue Not Reported on Form 990
$2,305,977
Total Revenue per Audited Statements
$3,476,080
Total Revenue per Form 990
$1,170,103
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$865,347
Other Expenses$221,331
Total Fundraising Expense$95,847
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$502,793$73,643$21,375$597,811
Current Officers, Directors, Trustees, and Key Employees$32,838$82,096$49,258$164,192
All Other Expenses$31,211$21,696$4,947$57,854
Payroll Taxes$40,355$11,352$5,052$56,759
Other Employee Benefits$33,122$9,317$4,146$46,585
Fees for Services Other$16,695$19,553$4,685$40,933
Depreciation Depletion$26,992$13,904-$40,896
Other Expenses$10,588$2,554$6,384$10,588
Insurance$10,069--$10,069
Fees for Services Accounting-$7,475-$7,475
Office Expenses$2,834$944-$3,778
Travel-$2,101-$2,101
Total Functional Expenses$726,199$264,632$95,847$1,086,678

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,392,655
Expenses Not Reported on Form 990$2,305,977
Expenses per Audited Statements$1,086,678
Total Expenses per Form 990$1,086,678
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$70,843
Fundraising Direct Expenses$12,114
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Beer, Boots & Bbq$70,843$70,843$3,449$67,394
Total Events$70,843$70,843$12,114$58,729
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Leave$32,622
Accrued Payroll and Payroll Taxes$21,379
Revenue Deferral$3,268
Capital Lease - Current$719
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A draft of the form 990 was given to the Executive Director, the Finance Manager, and the Treasurer for review. Additions and corrections were made as necessary. The finalized form 990 was given to the Board of Directors.

Form 990, Part VI, Section B, Line 15B

Compensation for the Executive Director and other officers and employees were reviewed and approved by the Executive Committee. Compensation surveys and 990s of comparable organizations were used to analyze and determine compensation.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request.

Part VI, Section A, 1

The Executive Committee may act for the board between meetings of the board, within the policies established by the board and with such additional authority as may be delegated by the board, except in those matters reserves in these bylaws for determination by the board.

Part VI, Section B, 12C

Board Members are required to sign conflict of interest statements annually.

Filing and Contact Details

Filer

Filer Name
The Catoctin Foundation
EIN
54-1921059
Phone
7037795418
Address
224-A CORNWALL STREET, LEESBURG, VA 20176

Signing Officer

Name
Ashley Hunnicutt
Title
Executive Director
Signed
2025-12-10
Discuss with paid preparer
Yes

Organization Details

Formed
1998
Legal Domicile
Va
Voting Board Members
10
Independent Board Members
10
Employees
14
Volunteers
40

Preparer

Firm
Dunham Aukamp & Rhodes Plc
Address
4443 BROOKFIELD CORPORATE DRIVE SUI, CHANTILLY, VA 20151
Preparer
Mark J Rhodes CPA
Phone
7036318940
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

As of June 30, 2025, the Clinic has no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. The tax years subject to examination by the taxing authorities are the years ended June 30, 2022 through 2024.

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IRS990/Desc0PROVIDE QUALITY, FREE MEDICAL SERVICES TO LOW-INCOME, UNINSURED RESIDENTS OF LOUDOUN COUNTY, VIRGINIA. THE CLINIC SERVED 1,225 RESIDENTS DURING 3,689 MEDICAL VISITS IN FISCAL YEAR 2025 (JULY 1, 2024 TO JUNE 30, 2025). THE MEDICAL SERVICES ARE PROVIDED BY A COMBINATION OF PAID AND VOLUNTEER MEDICAL PROVIDERS AND NURSES. PATIENTS ARE UNINSURED, ADULT RESIDENTS OF LOUDOUN COUNTY WITH INCOME AT OR BELOW 300% OF THE FEDERAL POVERTY GUIDELINES. WE PROVIDE FREE PRIMARY CARE (ACUTE AND CHRONIC), MEDICATIONS, PROCEDURES, REFERRALS FOR SURGERIES, SPECIALTY CARE, DIAGNOSTIC TESTING, IMAGING TESTS AND LABORATORY TESTING..
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3REVENUE DEFERRAL

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