Dorothy M Overcash Charitable Tr U A
Only null% goes to programs Strong reserves Growing revenue
Dorothy M Overcash Charitable Tr U A is a 501(c)(3) organization based in Winchester, Virginia, registered in 2002, with $173,208 in FY2024 revenue. CharityIndex grades it C+.
1835 Valley Ave, Winchester, VA, 22601 EIN 54-6498083 Since 2002
Revenue (FY2024)
$173K
▲ 68.0% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$136K
Net assets
$1.3M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
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 Dorothy M Overcash Charitable Tr U A— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating114 mo reserves · +22% margin
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 Dorothy M Overcash Charitable Tr U A: 114 mo reserves · +22% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
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 Dorothy M Overcash Charitable Tr U A— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
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 Dorothy M Overcash Charitable Tr U A: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 1835 Valley Ave, Winchester, VA, 22601
- City
- Winchester
- State
- Virginia
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $44K (FY2013) to $173K (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $1.3M
Operating margin
21.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.3M
Total liabilities
$0
Net assets
$1.3M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $173,208▲68.0% | $135,928▲4.7% | $1,289,568▲3.0% | $1,289,568▲3.0% | 990PF |
| 2023 | $103,123▲108% | $129,782▼2.5% | $1,252,288▼2.1% | $1,252,288▼2.1% | 990PF |
| 2022 | $49,498▼59.1% | $133,134▲5.9% | $1,278,947▼6.1% | $1,278,947▼6.1% | 990PF |
| 2021 | $121,050▲185% | $125,699▲11.7% | $1,362,583▼0.3% | $1,362,583▼0.3% | 990PF |
| 2020 | $42,470▼60.9% | $112,553▲1.9% | $1,367,232▼4.9% | $1,367,232▼4.9% | 990PF |
| 2019 | $108,743▲21.2% | $110,432▲3.1% | $1,437,315▼0.1% | $1,437,315▼0.1% | 990PF |
| 2018 | $89,721▲98.6% | $107,109▲11.2% | $1,439,004▼1.2% | $1,439,004▼1.2% | 990PF |
| 2017 | $45,178▲20.1% | $96,281▼0.9% | $1,456,392▼3.4% | $1,456,392▼3.4% | 990PF |
| 2016 | $37,609▲12.3% | $97,170▲32.4% | $1,507,495▼3.8% | $1,507,495▼3.8% | 990PF |
| 2015 | $33,497▼96.4% | $73,379▲32.0% | $1,567,056▼2.5% | $1,567,056▼2.5% | 990PF |
| 2014 | $937,109▲2011% | $55,606▲7.6% | $1,606,938▲122% | $1,606,938▲122% | 990PF |
| 2013 | $44,395 | $51,670▲0.4% | $725,435▼1.0% | $725,435▼1.0% | 990PF |
| 2012 | — | $51,462▼2.9% | $732,710▼3.1% | $732,710▼3.1% | 990PF |
| 2011 | — | $52,994▲1145% | $755,897▼3.5% | $755,897▼3.5% | 990PF |
| 2010 | — | $4,258 | $783,440 | $783,440 | 990PF |
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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Frequently asked questions
- Is Dorothy M Overcash Charitable Tr U A a legitimate nonprofit?
- Yes. Dorothy M Overcash Charitable Tr U A is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 54-6498083, based in Winchester, Virginia. Donations are tax-deductible.
- What is Dorothy M Overcash Charitable Tr U A's EIN?
- Dorothy M Overcash Charitable Tr U A's Employer Identification Number (EIN) is 54-6498083.
- How much revenue does Dorothy M Overcash Charitable Tr U A report?
- Dorothy M Overcash Charitable Tr U A reported $173,208 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Dorothy M Overcash Charitable Tr U A have?
- CharityIndex grades Dorothy M Overcash Charitable Tr U A C+, based on financial health (reserves and operating margin).
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Data for Dorothy M Overcash Charitable Tr U A (EIN 54-6498083) 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.