Civic Intelligence

The Dorothy Ann Foundation

990PF • Fiscal year 2017 • EIN 54-1965966

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 23, 2018

1177 Jamestown RoadWilliamsburg, VA 23185

(757) 220-6500

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.21x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

1st percentile

-4151%

Higher net margin than 1% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

15th percentile

-28%

Faster asset growth than 15% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-84%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$91,908

Down $35,512 (-28%) from 2016

Net Assets

Down

$91,686

Down $35,572 (-28%) from 2016

Liabilities

Up

$222

Up $60 (+37%) from 2016

Revenue

Down

$1,039

Down $5,354 (-84%) from 2016

Expenses

Down

$44,172

Down $248,288 (-85%) from 2016

Net Income

Up

-$43,133

Up $242,934 (+85%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $483,368Liabilities 2010: $0Net Assets 2010: $483,3682010Assets 2011: $410,764Liabilities 2011: $0Net Assets 2011: $410,7642011Assets 2012: $361,039Liabilities 2012: $0Net Assets 2012: $361,0392012Assets 2013: $336,035Liabilities 2013: $116Net Assets 2013: $335,9192013Assets 2014: $465,494Liabilities 2014: $42Net Assets 2014: $465,4522014Assets 2015: $441,678Liabilities 2015: $162Net Assets 2015: $441,5162015Assets 2016: $127,420Liabilities 2016: $162Net Assets 2016: $127,2582016Assets 2017: $91,908Liabilities 2017: $222Net Assets 2017: $91,6862017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2017

Assets$91,908
Liabilities$222
Net Assets$91,686

Operations Trend

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

$400K$200K$0-$200K-$400KExpenses 2010: $278,7632010Expenses 2011: $242,9382011Expenses 2012: $269,1622012Revenue 2013: $205,789Expenses 2013: $270,899Net Income 2013: -$65,1102013Revenue 2014: $338,333Expenses 2014: $227,936Net Income 2014: $110,3972014Revenue 2015: $120,823Expenses 2015: $177,983Net Income 2015: -$57,1602015Revenue 2016: $6,393Expenses 2016: $292,460Net Income 2016: -$286,0672016Revenue 2017: $1,039Expenses 2017: $44,172Net Income 2017: -$43,1332017Revenue 2018: -$12,399Expenses 2018: $94,538Net Income 2018: -$106,9372018

Highlighted filing

2017

Revenue$1,039
Expenses$44,172
Net Income-$43,133
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 23, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RANDALL K CURTISPresident-$0--
VERNON M GEDDY IIISec/Treas-$0--
MIEKE BOWMANDirector-$0--
JOHN D CURTISDirector-$0--
SIMON B CURTISDirector-$0--
LAURA CURTISDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Dorothy-ann Foundation
EIN
54-1965966
Phone
7572206500
Address
1177 JAMESTOWN ROAD, WILLIAMSBURG, VA 23185

Signing Officer

Name
Randall Curtis
Title
Director
Phone
7572206500
Signed
2018-03-23
Discuss with paid preparer
Yes

Preparer

Firm
Pbmares Llp
Address
434 MCLAWS CIRCLE SUITE 201, WILLIAMSBURG, VA 23185
Preparer
David J Damiani
Phone
7572297180
Raw XML AppendixShowing 400 of 427 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd123185
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd223185
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd323185
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd423185
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd523185
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt071462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt071462
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0285005
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0172678
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0221563
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0264793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0264235
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.642660
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.949096
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.392650
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.535730
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.676001
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.659822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0111197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0300291
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0439776
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0413572
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0391705
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0400464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt041035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt03.213299
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt041035
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt041035
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt041035
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0VERNON M GEDDY III
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01177 JAMESTOWN ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WILLIAMSBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd023185
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07572206500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt016000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROVIDES SOLAR OVENS TO IMPOVERISHED AREAS AS AN ALTERNATIVE TO WOOD, CHARCOAL & BIOMASS FUELS.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SOLAR HOUSEHOLD ENERGY INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03327 18TH STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020010
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05560
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05560
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0270026
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0152110
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0201370
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0245610
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0244236
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0244236
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0904591
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt035475
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0270026
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0152110
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0201370
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0245610
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041035
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt035475
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01148827
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01113352
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0GEDDY, HARRIS, FRANCK & HICKMAN
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0871
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01742
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0871
OtherDecreasesSchedule/OtherDecreasesDetail/Amt010
OtherDecreasesSchedule/OtherDecreasesDetail/Amt160
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NON-DEDUCTIBLE EXPENSES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1PRIOR PERIOD ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt012
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt024
OtherIncreasesSchedule/OtherIncreasesDetail/Amt06229
OtherIncreasesSchedule/OtherIncreasesDetail/Amt11402
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1FEDERAL REFUND OF EXCISE TAX
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0162
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYROLL TAXES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0222
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0702
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WELLS FARGO
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0702
TaxesSchedule/TaxesDetail/Amt01651
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt01651
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt115
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDALL CURTIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07572206500
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DOROTHY-ANN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DORO
ReturnHeader/Filer/EIN0541965966

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