Civic Intelligence

Mary Williamson Educational Ln Fund

EIN 54-6043362 • New Market, VA

PO Box 1305New Market, VA 22844
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

90th percentile

58%

Higher net margin than 90% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

59th percentile

5.5%

Faster asset growth than 59% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

41st percentile

3.5%

Faster revenue growth than 41% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,188,958

Up $62,141 (+5.5%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$1,188,958

No earlier filing loaded for comparison.

Revenue

Up

$74,550

Up $2,547 (+3.5%) from 2023

Expenses

Down

$31,217

Down $14,535 (-32%) from 2023

Net Income

Up

$43,333

Up $17,082 (+65%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $860,366Liabilities 2010: $3,357Net Assets 2010: $857,0092010Assets 2011: $857,117Liabilities 2011: $3,572Net Assets 2011: $853,5452011Assets 2012: $871,416Liabilities 2012: $3,882Net Assets 2012: $867,5342012Assets 2013: $901,593Liabilities 2013: $4,3322013Assets 2014: $916,716Liabilities 2014: $4,8832014Assets 2015: $898,210Liabilities 2015: $3,8342015Assets 2019: $897,493Liabilities 2019: $3,468Net Assets 2019: $894,0252019Assets 2020: $890,296Liabilities 2020: $3,168Net Assets 2020: $887,1282020Assets 2021: $973,797Liabilities 2021: $91Net Assets 2021: $973,7062021Assets 2022: $1,081,284Liabilities 2022: $423Net Assets 2022: $1,080,8612022Assets 2023: $1,126,817Liabilities 2023: $12023Assets 2024: $1,188,958Liabilities 2024: $0Net Assets 2024: $1,188,9582024

Highlighted filing

2024

Assets$1,188,958
Liabilities$0
Net Assets$1,188,958

Operations Trend

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

$300K$200K$100K$0-$100KExpenses 2010: $52,6072010Expenses 2011: $54,2872011Expenses 2012: $52,5572012Revenue 2013: $67,701Expenses 2013: $56,046Net Income 2013: $11,6552013Revenue 2014: $86,467Expenses 2014: $57,482Net Income 2014: $28,9852014Revenue 2015: $57,773Expenses 2015: $59,014Net Income 2015: -$1,2412015Revenue 2019: $26,145Expenses 2019: $45,740Net Income 2019: -$19,5952019Revenue 2020: $50,543Expenses 2020: $44,103Net Income 2020: $6,4402020Revenue 2021: $64,287Expenses 2021: $41,858Net Income 2021: $22,4292021Revenue 2022: $225,216Expenses 2022: $35,745Net Income 2022: $189,4712022Revenue 2023: $72,003Expenses 2023: $45,752Net Income 2023: $26,2512023Revenue 2024: $74,550Expenses 2024: $31,217Net Income 2024: $43,3332024

Highlighted filing

2024

Revenue$74,550
Expenses$31,217
Net Income$43,333

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Dec 16, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES P WEISENBORNTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Mary Williamson Educational Loan Fu
EIN
54-6043362
Phone
5407403636
Address
PO BOX 1305, NEW MARKET, VA 22844

Signing Officer

Name
James P Weisenborn
Title
Trustee
Phone
5407403636
Signed
2025-12-16
Discuss with paid preparer
Yes

Preparer

Firm
Daugharty Fream & Chenoweth Pc
Address
370 NEFF AVENUE SUITE F, HARRISONBURG, VA 22801
Preparer
George S Daugharty Sr
Phone
5404372350
Raw XML Appendix280 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/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0INCOME FROM PRINCIPAL PURPOSE OF EDUCATIONAL FUND
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OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1472
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt28
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt013862
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1472
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt28
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3249
TaxesSchedule/TaxesDetail/Amt01480
TaxesSchedule/TaxesDetail/Amt1249
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAX
TaxesSchedule/TaxesDetail/CategoryTxt1INVESTMENT-INCOME TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0740
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES P WEISENBORN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05407403636
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY WILLIAMSON EDUCATIONAL LOAN FU
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O MR JAMES P WEISENBORN
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0546043362
ReturnHeader/Filer/PhoneNum05407403636
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1305
ReturnHeader/Filer/USAddress/CityNm0NEW MARKET
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022844
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261294801
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAUGHARTY FREAM & CHENOWETH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0370 NEFF AVENUE SUITE F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARRISONBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd022801
ReturnHeader/PreparerPersonGrp/PhoneNum05404372350
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GEORGE S DAUGHARTY SR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-12-16T09:35:10-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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