Civic Intelligence

The Dunnington Mansion Foundation

EIN 87-1976999 • 501(c)3 • Charlotte Court House, VA

Pub. 78 Eligible990-N Coverage

Profile

Historical house preservation

501 David Bruce AveCharlotte Court House, VA 23923

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

29th percentile

-12%

Higher net margin than 29% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Revenue Growth

87th percentile

63%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Flat

$0

Flat from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

-$998

Down $8,514 (-113%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Up

$8,302

Up $3,213 (+63%) from 2022

Expenses

Up

$9,300

Up $7,969 (+599%) from 2022

Net Income

Down

-$998

Down $4,756 (-127%) from 2022

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$10K$5.0K$0-$5.0KAssets 2021: $0Net Assets 2021: $02021Assets 2022: $0Net Assets 2022: $7,5162022Assets 2023: $0Net Assets 2023: -$9982023

Highlighted filing

2023

Assets$0
Liabilities-
Net Assets-$998
Open 2023 Filing

Operations Trend

Revenue Growth87th percentile

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

$10K$5.0K$0-$5.0KRevenue 2021: $169Expenses 2021: $2,174Net Income 2021: -$2,0052021Revenue 2022: $5,089Expenses 2022: $1,331Net Income 2022: $3,7582022Revenue 2023: $8,302Expenses 2023: $9,300Net Income 2023: -$9982023

Highlighted filing

2023

Revenue$8,302
Expenses$9,300
Net Income-$998
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
-$998
Revenue
$8,302
Expenses
$9,300
Net income
-$998
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0$998$8,302$9,300$998
2022Detailed filing. Detailed filing data is available for this year.$0$7,516$5,089$1,331$3,758
2021Detailed filing. Detailed filing data is available for this year.$0$0$169$2,174$2,005
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 23, 2024
Return Version
2023v5.0
Gross Receipts
$8,302
Mission and Program Overview

Mission

Historical house preservation

Program Services

DescriptionGrantsExpenses
PRESERVATON OF HISTORICAL HOUSE--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HEATHER BEACHDirector-$0--
RYAN MURTAGHDirector-$0--
JOHN PRENGAMANDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Dunnington Mansion Foundation
EIN
87-1976999
Phone
5403333360
Address
501 DAVID BRUCE AVE, Charlotte Court House, VA 23923

Signing Officer

Name
Heather Beach
Title
Director
Phone
5403333360
Signed
2024-03-23
Discuss with paid preparer
No

Preparer

Firm
Hrb Tax Group Inc
Address
1301 MAIN ST STE 102C, KANSAS CITY, MO 64105
Preparer
William Ratcliff
Phone
8004725625
Supplemental Narrative

Additional Explanations

Form 990 -ez Part 1 Line13

“EXPENSES $342”

Form 990 -ez Part 1 Line14

“EXPENSES $2557”

Form 990 -ez Part 1 Line15

“EXPENSES $721”

Form 990 -ez Part 1 Line16

“EXPENSES $5680”

Raw XML Appendix116 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/AddressChangeInd0X
IRS990EZ/BooksInCareOfDetail/PersonNm0HEATHER BEACH
IRS990EZ/BooksInCareOfDetail/PhoneNum05403333360
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0501 DAVID BRUCE AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte Court House
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd023923
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03981
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-998
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0342
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt08302
IRS990EZ/InfoInScheduleOPartIVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-998
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt02557
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HEATHER BEACH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RYAN MURTAGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN PRENGAMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05680
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HISTORICAL HOUSE PRESERVATION
IRS990EZ/PrintingPublicationsPostageAmt0721
IRS990EZ/ProgramServiceRevenueAmt04321
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRESERVATON OF HISTORICAL HOUSE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09300
IRS990EZ/TotalRevenueAmt08302
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03981
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05089
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0169
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09239
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04321
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt09239
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03981
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05089
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0169
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09239
IRS990ScheduleA/TotalSupportAmt09239
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES $342
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES $2557
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES $721
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXPENSES $5680
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 -EZ PART 1 LINE13
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990 -EZ PART 1 LINE14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 -EZ PART 1 LINE15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 -EZ PART 1 LINE16
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER BEACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05403333360
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE DUNNINGTON MANSION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DUNN
ReturnHeader/Filer/EIN0871976999
ReturnHeader/Filer/PhoneNum05403333360
ReturnHeader/Filer/USAddress/AddressLine1Txt0501 DAVID BRUCE AVE
ReturnHeader/Filer/USAddress/CityNm0Charlotte Court House
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023923
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HRB TAX GROUP INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 MAIN ST STE 102C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KANSAS CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064105
ReturnHeader/PreparerPersonGrp/PhoneNum08004725625
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0William Ratcliff
ReturnHeader/ReturnTs02024-03-23T14:55:29Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0HEATHER
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BEACH
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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