Nonprofit · EIN 52-1340920
POTOMAC HEALTH FOUNDATION
Tax-exempt · WOODBRIDGE, VA 22191
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $9,728,411 | $10,101,437 | -$373,026 | $109,573,060 | $8,112,725 | $101,460,335 |
| December 31, 2023 | 990-PF | $5,225,318 | $7,771,406 | -$2,546,088 | $107,812,905 | $5,365,179 | $102,447,726 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $2,660,063
- Interest
- $1,609
- Net gain from sales of assets
- $7,066,739
Expenses
- Grants and similar amounts paid
- $8,655,647
- Compensation of officers, directors and key employees
- $141,601
- Salaries, compensation and benefits (total)
- $117,053
- Disbursements for charitable purposes
- $6,419,441
- Excise tax on investment income
- $137,759
Balance sheet and other
- Total assets, start of year
- $107,812,905
- Total assets, end of year
- $109,573,060
- Total liabilities, end of year
- $8,112,725
- Net assets, end of year
- $101,460,335
- Fair market value of assets
- $109,573,060
- Qualifying distributions
- $6,419,441
- Net investment income
- $10,751,983
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ERIN THOMAS-MATTHEWS 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | EXECUTIVE DIRECTOR | 40 | $141,601 | $32,568 |
| IMANI AMPONSAH 2296 OPITZ BLVD SUITE 200, WOODBRIDGE, VA 22191 | SENIOR GRANT OFFICER Highest-paid employee | 40 | $95,938 | $22,066 |
| MARION M WALL 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | CHAIR | 4 | $0 | $0 |
| CAROL S SHAPIRO MD MBA 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | VICE-CHAIR | 4 | $0 | $0 |
| GAYLE WHITLOCK 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | TREASURER | 3 | $0 | $0 |
| WAYNE MALLARD 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | SECRETARY | 2 | $0 | $0 |
| CARLOS CASTRO 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | DIRECTOR | 1 | $0 | $0 |
| PAUL GADEN 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | DIRECTOR | 1 | $0 | $0 |
| SAM HILL EDD 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | DIRECTOR | 1 | $0 | $0 |
| DEBRA LEE MD 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | DIRECTOR AS OF MARCH 2024 | 1 | $0 | $0 |
| PHYLLIS MORGAN PHD 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | DIRECTOR | 1 | $0 | $0 |
| WILLIAM M MOSS 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | DIRECTOR | 1 | $0 | $0 |
| SARAH PITKIN PHD 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | DIRECTOR | 1 | $0 | $0 |
| WILIAM C REHA MD MBA 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | DIRECTOR | 1 | $0 | $0 |
| R MICHAEL SORENSEN 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | DIRECTOR | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALICE TANG DO MBA 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | DIRECTOR TO JANUARY 2024 | 1 | $0 |
| CLARICE TORIAN MED 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEVEN LIGA 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | EXECUTIVE DIRECTOR TO JUL 2023 | 40 | $111,592 | $25,666 |
| ERIN THOMAS-MATTHEWS 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | EXECUTIVE DIRECTOR | 40 | $102,080 | $23,478 |
| CAROL S SHAPIRO MD MBA 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | VICE-CHAIR | 4 | $0 | $0 |
| MARION M WALL 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | CHAIR | 4 | $0 | $0 |
| R MICHAEL SORENSEN 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | TREASURER | 3 | $0 | $0 |
| WAYNE MALLARD 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | SECRETARY | 2 | $0 | $0 |
| CARLOS CASTRO 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | DIRECTOR | 1 | $0 | $0 |
| PAUL GADEN 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | DIRECTOR | 1 | $0 | $0 |
| SAM HILL EDD 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | DIRECTOR | 1 | $0 | $0 |
| PHYLLIS MORGAN PHD 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | DIRECTOR | 1 | $0 | $0 |
| WILLIAM M MOSS 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | DIRECTOR | 1 | $0 | $0 |
| SARAH PITKIN PHD 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | DIRECTOR | 1 | $0 | $0 |
| WILIAM C REHA MD MBA 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | DIRECTOR | 1 | $0 | $0 |
| ALICE TANG DO MBA 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | DIRECTOR | 1 | $0 | $0 |
| CLARICE TORIAN MED 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | DIRECTOR | 1 | $0 | $0 |
| GAYLE WHITLOCK 2296 OPITZ BOULEVARD SUITE 200, WOODBRIDGE, VA 22191 | DIRECTOR | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2296 OPITZ BLVD STE 200, WOODBRIDGE, VA 22191-3352
- Signed the 990-PF
- GAYLE WHITLOCK, TREASURER
- Phone
- (703) 523-0620
- Return prepared by
- CLIFTONLARSONALLEN LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 52-1340920
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1984
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Health care (E110)
- Assets (IRS master file)
- $109,573,060
- Income (IRS master file)
- $57,906,820
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $9,728,411 | $10,101,437 | $109,573,060 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $5,225,318 | $7,771,406 | $107,812,905 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1340920).
Questions about POTOMAC HEALTH FOUNDATION
- What is the EIN of POTOMAC HEALTH FOUNDATION?
- The employer identification number (EIN) of POTOMAC HEALTH FOUNDATION is 52-1340920.
- Is POTOMAC HEALTH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to POTOMAC HEALTH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does POTOMAC HEALTH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of POTOMAC HEALTH FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did POTOMAC HEALTH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of POTOMAC HEALTH FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 17 people; 2 received compensation from the organization, the highest $141,601 (ERIN THOMAS-MATTHEWS, EXECUTIVE DIRECTOR).
- How much revenue does POTOMAC HEALTH FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $9,728,411, expenses of $10,101,437 and total assets of $109,573,060 at year end.
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- ETHAN S ALOPECIA AWARENESS EIN 86-1309305 · last filed 990-N for 2025
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