Nonprofit · EIN 54-1565250
COMMONWEALTH COMMUNITY TRUST ENDOWMENT FUND
Tax-exempt · HENRICO, VA 23233
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $3,689,233 | $3,327,369 | $361,864 | $4,774,426 | $762,258 | $4,012,168 |
| December 31, 2024 | 990 | $3,056,588 | $2,910,897 | $145,691 | $3,513,786 | $123,719 | $3,390,067 |
| December 31, 2023 | 990 | $2,966,400 | $2,752,941 | $213,459 | $3,323,305 | $253,358 | $3,069,947 |
| December 31, 2022 | 990 | $2,022,631 | $2,291,366 | -$268,735 | $2,873,556 | $210,457 | $2,663,099 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,969,343
- of which government grants
- $45,450
- Program service revenue
- $1,633,290
- Investment income
- $85,127
- Other revenue
- $1,473
Expenses
- Grants and similar amounts paid
- $122,432
- Compensation of officers, directors and key employees
- $324,002
- Other salaries and wages
- $1,746,433
- Salaries, compensation and benefits (total)
- $2,443,067
- Professional fundraising fees
- $0
- Accounting fees
- $17,700
- Occupancy
- $130,571
- Travel
- $57,833
- Depreciation
- $45,439
- Program services (functional)
- $2,583,002
- Management and general (functional)
- $744,367
Balance sheet and other
- Total assets, start of year
- $3,513,786
- Total assets, end of year
- $4,774,426
- Total liabilities, end of year
- $762,258
- Net assets, end of year
- $4,012,168
- Land, buildings and equipment
- $359,377
- Publicly traded securities
- $2,487,647
- Net assets without donor restrictions
- $4,012,168
- Gross receipts
- $3,689,233
- Employees
- 26
- Year formed
- 1990
- State of legal domicile
- VA
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 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOANNE MARCUS | PRESIDENT/CE Officer | 40 | $324,002 | $20,571 |
| BEN TIEFENBACK | DIRECTOR CLI Highest-paid employee | 40 | $152,883 | $9,073 |
| RACHAEL BAER | DIRECTOR NEW Highest-paid employee | 40 | $128,272 | $12,699 |
| JASON FOSTER | DIRECTOR FIN Highest-paid employee | 40 | $106,969 | $7,924 |
| ALEXANDRA BADMAN ESQ | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CHERYL L PAGE CFA CFP | CHAIR-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| STEPHANIE E GRANA | PAST-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LUCINDA WEIGEL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| RICHARD KUNZ MD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| LATESHIA G BROWN LCSW | MEMBER Trustee or director | 1 | $0 | $0 |
| STEPHEN D BURNS ESQ | MEMBER Trustee or director | 1 | $0 | $0 |
| BRETT CORSELLO | MEMBER Trustee or director | 1 | $0 | $0 |
| PIERRE GREENE MBA | MEMBER Trustee or director | 1 | $0 | $0 |
| SUSANNA B JONES | MEMBER Trustee or director | 1 | $0 | $0 |
| STEPHEN KIMBERLIN | MEMBER Trustee or director | 1 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| B BAILEY LIIPFERT III CELA | MEMBER Trustee or director | 1 | $0 |
| EDWARD PRATCHETT | MEMBER Trustee or director | 1 | $0 |
| BAGLEY REID CPA | MEMBER Trustee or director | 1 | $0 |
| BRODY REID | MEMBER Trustee or director | 1 | $0 |
| SEAN RUTHERFORD CPA | MEMBER Trustee or director | 1 | $0 |
| PETER W TOMASCH CFP | MEMBER Trustee or director | 1 | $0 |
| MARC A VERDI CPAPFS CFP | MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOANNE MARCUS | PRESIDENT/CE Officer | 40 | $288,424 | $49,134 |
| BEN TIEFENBACK | DIRECTOR CLI Highest-paid employee | 40 | $146,724 | $12,427 |
| RACHAEL BAER | DIRECTOR NEW Highest-paid employee | 40 | $118,588 | $4,550 |
| JASON FOSTER | DIRECTOR FIN Highest-paid employee | 40 | $103,254 | $7,770 |
| ALEXANDRA BADMAN ESQ | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CHERYL L PAGE CFA CFP | CHAIR-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| STEPHANIE E GRANA | PAST-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SEAN RUTHERFORD CPA | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| PIERRE GREENE MBA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| LATESHIA G BROWN LCSW | MEMBER Trustee or director | 1 | $0 | $0 |
| STEPHEN D BURNS ESQ | MEMBER Trustee or director | 1 | $0 | $0 |
| BRETT CORSELLO | MEMBER Trustee or director | 1 | $0 | $0 |
| SUSANNA B JONES | MEMBER Trustee or director | 1 | $0 | $0 |
| STEPHEN KIMBERLIN | MEMBER Trustee or director | 1 | $0 | $0 |
| RICHARD KUNZ MD | MEMBER Trustee or director | 1 | $0 | $0 |
| B BAILEY LIIPFERT III CELA | MEMBER Trustee or director | 1 | $0 | $0 |
| EDWARD PRATCHETT | MEMBER Trustee or director | 1 | $0 | $0 |
| BAGLEY REID CPA | MEMBER Trustee or director | 1 | $0 | $0 |
| BRODY REID | MEMBER Trustee or director | 1 | $0 | $0 |
| PETER W TOMASCH CFP | MEMBER Trustee or director | 1 | $0 | $0 |
| MARC A VERDI CPAPFS CFP | MEMBER Trustee or director | 1 | $0 | $0 |
| LUCINDA WEIGEL | MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOANNE MARCUS | PRESIDENT/CE Officer | 40 | $250,584 | $48,506 |
| ALEXANDRA BADMAN ESQ | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CHERYL L PAGE CFA CFP | CHAIR-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| STEPHANIE E GRANA | PAST-CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| SEAN RUTHERFORD CPA | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| PIERRE GREENE MBA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DAVID C ACREE CPA | MEMBER Trustee or director | 1 | $0 | $0 |
| LATESHIA G BROWN LCSW | MEMBER Trustee or director | 1 | $0 | $0 |
| MATTHEW J BUCKLEY CFP CFTA | MEMBER Trustee or director | 1 | $0 | $0 |
| STEPHEN D BURNS ESQ | MEMBER Trustee or director | 1 | $0 | $0 |
| CRAIG DAVIS ESQ | MEMBER Trustee or director | 1 | $0 | $0 |
| SUSANNA B JONES | MEMBER Trustee or director | 1 | $0 | $0 |
| STEPHEN KIMBERLIN | MEMBER Trustee or director | 1 | $0 | $0 |
| RICHARD KUNZ MD | MEMBER Trustee or director | 1 | $0 | $0 |
| B BAILEY LIIPFERT III CELA | MEMBER Trustee or director | 1 | $0 | $0 |
| MARIAN MILLIKAN CPA | MEMBER Trustee or director | 1 | $0 | $0 |
| EDWARD PRATCHETT | MEMBER Trustee or director | 1 | $0 | $0 |
| BAGLEY REID CPA | MEMBER Trustee or director | 1 | $0 | $0 |
| PETER W TOMASCH CFP | MEMBER Trustee or director | 1 | $0 | $0 |
| MARC VERDI | MEMBER Trustee or director | 1 | $0 | $0 |
| LUCINDA WEIGEL | MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2022: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOANNE MARCUS | PRESIDENT/CE Officer | 40 | $254,970 | $14,846 |
| CHERYL CARLYON | DIRECTOR OF Highest-paid employee | 40 | $107,050 | $9,411 |
| KAREN KONVICKA | DIR CLIENT S Highest-paid employee | 40 | $102,313 | $9,241 |
| STEPHANIE E GRANA ESQ | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| J PENN CRAWFORD ESQ | PAST-PRESIDE Trustee or director, Officer | 1 | $0 | $0 |
| STEPHEN KIMBERLIN CPA | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| SUSANNA B JONES ESQ | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DAVID C ACREE CPA | MEMBER Trustee or director | 1 | $0 | $0 |
| ALEXANDRA BADMAN ESQ | MEMBER Trustee or director | 1 | $0 | $0 |
| LATESHIA G BROWN LCSW | MEMBER Trustee or director | 1 | $0 | $0 |
| MATTHEW J BUCKLEY CFP CFTA | MEMBER Trustee or director | 1 | $0 | $0 |
| STEPHEN D BURNS ESQ | MEMBER Trustee or director | 1 | $0 | $0 |
| CRAIG DAVIS ESQ | MEMBER Trustee or director | 1 | $0 | $0 |
| PIERRE GREENE MBA | MEMBER Trustee or director | 1 | $0 | $0 |
| RICHARD KUNZ MD | MEMBER Trustee or director | 1 | $0 | $0 |
| B BAILEY LIIPFERT III CELA | MEMBER Trustee or director | 1 | $0 | $0 |
| MARIAN MILLIKAN CPA | MEMBER Trustee or director | 1 | $0 | $0 |
| BAGLEY REID CPA | MEMBER Trustee or director | 1 | $0 | $0 |
| SEAN RUTHERFORD CPA | MEMBER Trustee or director | 1 | $0 | $0 |
| EDWARD PRATCHETT | MEMBER Trustee or director | 1 | $0 | $0 |
| PETER W TOMASCH CFP | MEMBER Trustee or director | 1 | $0 | $0 |
| CHERYL PAGE CFA CFP | MEMBER Trustee or director | 1 | $0 | $0 |
| JAMES HOULE | MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3811 WESTERRE PKWY STE G, HENRICO, VA 23233-1329
- In care of
- % CAROLYN BOURDOW
- Principal officer (990 for 2025)
- JOANNE MARCUS, PO BOX 29408, RICHMOND, VA 23242
- Signed the 990
- JOANNE MARCUS, PRESIDENT/CEO
- Phone
- (804) 740-6930
- Return prepared by
- HARRIS HARDY & JOHNSTONE PC
Mission
TO SERVE INDIVIDUALS THROUGHOUT THE UNITED STATES WHO ARE VULNERABLE, INJURED, OR LIVING WITH A DISABILITY BY PROVIDING A STRUCTURED FRAMEWORK FOR CONVENIENT AND COST-EFFECTIVE POOLED TRUST ADMINISTRATION SERVICES THAT SUPPLEMENT GOVERNMENT BENEFIT PROGRAMS, INCLUDING SUPPLEMENTAL SECURITY INCOME (SSI) AND MEDICAID. CCT IS FURTHER COMMITTED TO EDUCATING INDIVIDUALS WITH DISABILITIES, THEIR FAMILIES, AND PROFESSIONALS ABOUT THE BENEFITS AND PROTECTIONS AFFORDED BY A POOLED TRUST. ADDITIONALLY, THROUGH CCT'S CHARITABLE FUND AWARD PROGRAM, THE ORGANIZATION AWARDS MONETARY GRANTS TO INDIVIDUALS WITH DISABILITIES WHO DEMONSTRATE FINANCIAL NEED, TO BE USED TOWARD ESSENTIAL SERVICES AND/OR EQUIPMENT.
Program accomplishments
- ADMINISTERS POOLED SPECIAL NEEDS TRUSTS, INCLUDING FIRST-PARTY AND THIRD- PARTY TRUSTS, FOR PARTICIPANTS THROUGHOUT THE UNITED STATES WHILE PRESERVING ELIGIBILITY FOR GOVERNMENT BENEFIT PROGRAMS SUCH AS SSI AND/OR MEDICAID. MAINTAINS A CONVENIENT AND COST-EFFECTIVE FRAMEWORK WITH A MINIMUM OF 8,000 REQUIRED TO ESTABLISH A TRUST. OFFERS EDUCATION AND OUTREACH TO INFORM PEOPLE WITH DISABILITIES, THEIR FAMILIES, AND PROFESSIONALS ABOUT THE SERVICES OF CCT AND HOW TO PLAN AND EXECUTE A POOLED SPECIAL NEEDS TRUST THAT WILL PROVIDE FINANCIAL RESOURCES FOR AN IMPROVED QUALITY OF LIFE FOR THE TRUST BENEFICIARY.Expenses $2,411,440 · revenue $1,633,290
- AS PART OF ITS MISSION TO ENRICH THE QUALITY OF LIFE FOR PEOPLE LIVING WITH A DISABILITY, CCT ESTABLISHED THE CHARITABLE FUND AWARD PROGRAM TO AWARD UP TO 1,000 PER INDIVIDUAL PER ANNUM FOR EQUIPMENT AND/OR SERVICES TO INDIVIDUALS WITH DISABILITIES WHO DEMONSTRATE FINANCIAL NEED. EACH RECIPIENT OF AN AWARD MUST MEET THE SOCIAL SECURITY ADMINISTRATION DEFINITION OF DISABLED AND MEET THE FEDERAL POVERTY GUIDELINES AND/OR RECEIVE SSI. 174 GRANTS WERE AWARDED TO ELIGIBLE INDIVIDUALS THROUGH THIS PROGRAM IN 2025.Expenses $171,562 · grants $122,432
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 54-1565250
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E50Z)
- Assets (IRS master file)
- $4,774,426
- Income (IRS master file)
- $3,689,233
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $3,689,233 | $3,327,369 | $4,774,426 | IRS |
| 990 | December 2024 | $3,056,588 | $2,910,897 | $3,513,786 | XML |
| 990 | December 2023 | $2,966,400 | $2,752,941 | $3,323,305 | XML |
| 990 | December 2022 | $2,022,631 | $2,291,366 | $2,873,556 | XML |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 54-1565250).
Questions about COMMONWEALTH COMMUNITY TRUST ENDOWMENT FUND
- What is the EIN of COMMONWEALTH COMMUNITY TRUST ENDOWMENT FUND?
- The employer identification number (EIN) of COMMONWEALTH COMMUNITY TRUST ENDOWMENT FUND is 54-1565250.
- Is COMMONWEALTH COMMUNITY TRUST ENDOWMENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to COMMONWEALTH COMMUNITY TRUST ENDOWMENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COMMONWEALTH COMMUNITY TRUST ENDOWMENT FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COMMONWEALTH COMMUNITY TRUST ENDOWMENT FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMONWEALTH COMMUNITY TRUST ENDOWMENT FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of COMMONWEALTH COMMUNITY TRUST ENDOWMENT FUND?
- The 990 for the year ended December 31, 2025 names JOANNE MARCUS.
- Who are the officers and directors of COMMONWEALTH COMMUNITY TRUST ENDOWMENT FUND?
- The 990 for the year ended December 31, 2025 lists 22 people; 4 received compensation from the organization, the highest $324,002 (JOANNE MARCUS, PRESIDENT/CE).
- How much revenue does COMMONWEALTH COMMUNITY TRUST ENDOWMENT FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $3,689,233, expenses of $3,327,369 and total assets of $4,774,426 at year end.
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