Civic Intelligence

Thomas Balch Library Endowment

EIN 83-2849666 • 501(c)3 • Leesburg, VA

Profile

The thomas balch library endowment foundation was established in 2015 to receive, maintain, and administer assets in perpetuity to support programs and outreach services of thomas balch library. Meetings are held at the thomas balch library, as needed, on the third tuesday of alternating months at noon.

208 W Market StreetLeesburg, VA 20176

tinyurl.com/TBLEF

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

66th percentile

10%

Faster asset growth than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

22%

Faster revenue growth than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,371,777

Up $126,522 (+10%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,371,777

Up $126,522 (+10%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin94th percentile

Revenue

Up

$72,850

Up $13,124 (+22%) from 2023

Expenses

Down

$23,522

Down $25,080 (-52%) from 2023

Net Income

Up

$49,328

Up $38,204 (+343%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$1.5M$1.0M$500K$0Assets 2019: $884,202Liabilities 2019: $0Net Assets 2019: $884,2022019Assets 2020: $1,019,991Liabilities 2020: $0Net Assets 2020: $1,019,9912020Assets 2021: $1,310,369Liabilities 2021: $0Net Assets 2021: $1,310,3692021Assets 2022: $1,104,717Liabilities 2022: $0Net Assets 2022: $1,104,7172022Assets 2023: $1,245,255Liabilities 2023: $0Net Assets 2023: $1,245,2552023Assets 2024: $1,371,777Liabilities 2024: $0Net Assets 2024: $1,371,7772024

Highlighted filing

2024

Assets$1,371,777
Liabilities$0
Net Assets$1,371,777
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

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

$150K$100K$50K$0Revenue 2019: $101,953Expenses 2019: $39,523Net Income 2019: $62,4302019Revenue 2020: $107,814Expenses 2020: $42,485Net Income 2020: $65,3292020Revenue 2021: $88,990Expenses 2021: $17,751Net Income 2021: $71,2392021Revenue 2022: $64,810Expenses 2022: $30,169Net Income 2022: $34,6412022Revenue 2023: $59,726Expenses 2023: $48,602Net Income 2023: $11,1242023Revenue 2024: $72,850Expenses 2024: $23,522Net Income 2024: $49,3282024

Highlighted filing

2024

Revenue$72,850
Expenses$23,522
Net Income$49,328
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,371,777
Liabilities
$0
Net assets
$1,371,777
Revenue
$72,850
Expenses
$23,522
Net income
$49,328
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.07$0.02$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.06$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.06$0.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.09$0.02$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.11$0.04$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.10$0.04$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.0
Gross Receipts
$115,876
Mission and Program Overview

Mission

Established to support the thomas balch library in leesburg, virginia. At the board's discretion may provide financial support to expansion of the libarary programs, provide grants to education, researchers and speakers, and provide for purchases and repairs.

The thomas balch library endowment foundation was established in 2015 to receive, maintain, and administer assets in perpetuity to support programs and outreach services of thomas balch library. Meetings are held at the thomas balch library, as needed, on the third tuesday of alternating months at noon.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,207,694$1,340,677▲ $132,983
Cash and Non-Interest-Bearing Accounts$37,561$31,100▼ $6,461
Total Assets$1,245,255$1,371,777▲ $126,522
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,245,255$1,371,777▲ $126,522
Total Net Assets Fund Balance$1,245,255$1,371,777▲ $126,522
Total Liabilities and Net Assets / Fund Balance$1,245,255$1,371,777▲ $126,522
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Thomas D HornePresident
James H Hershman JrDirector
Keith C TroxellDirector
Ronald a RustDirector
Alexandra S GressittSecretary/tr
Laura E ChristiansenSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$5,564
Program Service Revenue
$0
Investment Income
$67,286
Other Revenue
$0
All Other Contributions
$5,564
Change in Net Assets
$49,328
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$23,522
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$9,794-$9,794
Fees for Service Investment Mgmnt Fees-$9,119-$9,119
Other Expenses$254$1,294-$254
All Other Expenses-$25-$25
Total Functional Expenses$3,290$20,232$0$23,522
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 8B

“The organization has no committees.”

Form 990, Page 6, Part VI, Line 11B

“The president and the treasurer review draft form 990 prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“All directors of the board review the conflict of interest policy annually and provide a written statement of compliance.”

Form 990, Page 6, Part VI, Line 19

“All original, approved incorporation, governing resolution, and approved policy documents are available at the town of leesburg council actions website.”

Filing and Contact Details

Filer

Filer Name
Thomas Balch Library Endowment
EIN
83-2849666
Phone
7037377196
Address
208 W MARKET STREET, LEESBURG, VA 20176

Signing Officer

Name
Laura E Christiansen
Title
Secretary/treasurer
Phone
7037377195
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas D Horne
Formed
2015
Legal Domicile
Va
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Updegrove Mcdaniel Mcmullen Chiccehitto
Address
5 LOUDOUN STREET SW SUITE B, LEESBURG, VA 20175
Preparer
Mark S Burgess
Phone
7037711818
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The thomas balch library endowment foundation was established in 2015 to receive, maintain, and administer assets in perpetuity to support programs and outreach services of thomas balch library. Meetings are held at the thomas balch library, as needed, on the third tuesday of alternating months at noon.”

Raw XML Appendix311 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE THOMAS BALCH LIBRARY ENDOWMENT FOUNDATION WAS ESTABLISHED IN 2015 TO RECEIVE, MAINTAIN, AND ADMINISTER ASSETS IN PERPETUITY TO SUPPORT PROGRAMS AND OUTREACH SERVICES OF THOMAS BALCH LIBRARY. MEETINGS ARE HELD AT THE THOMAS BALCH LIBRARY, AS NEEDED, ON THE THIRD TUESDAY OF ALTERNATING MONTHS AT NOON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION HAS NO COMMITTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PRESIDENT AND THE TREASURER REVIEW DRAFT FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DIRECTORS OF THE BOARD REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND PROVIDE A WRITTEN STATEMENT OF COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL ORIGINAL, APPROVED INCORPORATION, GOVERNING RESOLUTION, AND APPROVED POLICY DOCUMENTS ARE AVAILABLE AT THE TOWN OF LEESBURG COUNCIL ACTIONS WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01245255
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01371777
IRS990/TotalProgramServiceExpensesAmt03290
IRS990/TotalRevenueGrp/ExclusionAmt067286
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt072850
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01245255
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01371777
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0208 W MARKET STREET
IRS990/USAddress/CityNm0LEESBURG
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd020176
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0HTTP://TINYURL.COM/TBLEF
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA E CHRISTIANSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07037377195
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMAS BALCH LIBRARY ENDOWMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0832849666
ReturnHeader/Filer/PhoneNum07037377196
ReturnHeader/Filer/USAddress/AddressLine1Txt0208 W MARKET STREET
ReturnHeader/Filer/USAddress/CityNm0LEESBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd020176
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541391150
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0UPDEGROVE MCDANIEL MCMULLEN CHICCEHITTO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 LOUDOUN STREET SW SUITE B
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEESBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd020175
ReturnHeader/PreparerPersonGrp/PhoneNum07037711818
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARK S BURGESS
ReturnHeader/ReturnTs02025-05-13T11:51:03-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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