Dalton-whitfield Additional Tr is a 501(c)(3) organization based in Dalton, Georgia, registered in 1998, with $3,235,948 in FY2023 revenue. CharityIndex grades it C+.
Revenue (FY2023)
$3.2M
▲ 121.5% vs prior year
Health median: $840K
Expenses (FY2023)
$269K
Net assets
$57.5M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Dalton-whitfield Additional Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Dalton-whitfield Additional Tr: 2566 mo reserves · +92% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Dalton-whitfield Additional Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Dalton-whitfield Additional Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue declined from $4.7M (FY2013) to $3.2M (FY2023) across 11 reported years.
Financial snapshot
Operating margin
91.7%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$58.3M
Total liabilities
$787K
Net assets
$57.5M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $3,235,948▲122% | $268,759▼2.8% | $57,472,034▲14.4% | $58,258,582▲14.2% | 990 |
| 2022 | $1,460,885▼33.8% | $276,365▼17.0% | $50,217,210▲5.4% | $51,017,127▲5.2% | 990 |
| 2021 | $2,205,658▼45.1% | $332,938▼91.4% | $47,665,496▼13.2% | $48,473,607▼18.1% | 990 |
| 2020 | $4,019,283▲34.1% | $3,871,490▲118% | $54,909,344▲8.7% | $59,216,928▲15.4% | 990 |
| 2019 | $2,997,240▲91.9% | $1,777,399▼38.1% | $50,515,306▲4.4% | $51,332,513▲2.6% | 990 |
| 2018 | $1,562,215▼51.9% | $2,873,510▼20.0% | $48,381,079▼1.4% | $50,028,710▼1.3% | 990 |
| 2017 | $3,248,734▲71.3% | $3,592,822▲17.2% | $49,063,624▼1.2% | $50,701,105▼0.7% | 990 |
| 2016 | $1,896,763▲29.5% | $3,064,355▼27.3% | $49,641,053▲3.8% | $51,054,035▲3.1% | 990 |
| 2015 | $1,465,240▼42.6% | $4,213,897▲3.9% | $47,832,302▼2.8% | $49,540,270▼1.4% | 990 |
| 2014 | $2,554,209▼45.3% | $4,057,380▲23.9% | $49,202,293▼7.8% | $50,261,127▼8.9% | 990 |
| 2013 | $4,666,767 | $3,273,846▲6.9% | $53,336,623▲2.3% | $55,170,650▲3.1% | 990 |
| 2012 | — | $3,062,102▼9.2% | $52,118,535▲5.3% | $53,528,969▲4.9% | 990 |
| 2011 | — | $3,371,216▲128% | $49,518,349▲9.1% | $51,025,799▲10.3% | 990 |
| 2010 | — | $1,475,865 | $45,399,137 | $46,254,069 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for Dalton-whitfield Additional Tr (EIN 58-6345013) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.