Colonial Beach Foundation

Nonprofit profile at a glance

EIN
753182454
IRS 990-EZ coverage
2025–2025
Forms available
Form 990 2024, Form 990-EZ 2025, Form 990-N 2017
Location
Colonial Beach, VA, USA
Phone
7035056241
Rating
72
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Community, Neighborhood Development

Official website

Reported finances

Revenue
$128,254
Expenses
$44,948
Assets
$317,079
Liabilities
$0

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

14 people listed

Executive titles in this filing

  • Dan Wildman (President)

People named in this filing

  • Joyce Gunderson (Director)
  • Joan Fitzpatrick (Director)
  • Jack Finney (Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To improve the quality of life for those living in and around Colonial Beach, Virginia

What it reported doing in 2025

Community Crisis Fund --supplied local food banks with grants to lessen hunger to area residents.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 94% of its reported program spending out as grants.

The verdict

SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work.

Rating breakdown

  • Financial Efficiency: 48
  • Transparency & Controls: 100
  • Sustainability: 90
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 35.1%; rating input score 35
  • Program expense ratio: 70.9%; rating input score 71

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100

Sustainability

  • Operating margin: 65%; rating input score 96; 96th percentile among comparable filings
  • Total-asset coverage ratio: 7.05; rating input score 97; 97th percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 74; 74th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: Limited
  • Revenue growth: 9.9% per year; rating input score 100; 64th percentile among comparable filings
  • Asset growth: 17.9% per year; rating input score 100; 75th percentile among comparable filings

Details

  • Where the money goes: 35.1% of revenue deployed · 70.9% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $32K in reported program spending
  • Leadership: top reported pay $0 · 14 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 4 filed schedules
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 35/100.