Nonprofit · EIN 27-4379476
FOUNDATION FIRST
Tax-exempt · FREDERICKSBRG, VA 22407
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,921,659 | $4,853,283 | $68,376 | $726,230 | $525,942 | $200,288 |
| June 30, 2024 | 990 | $4,414,571 | $4,594,296 | -$179,725 | $715,997 | $584,085 | $131,912 |
| June 30, 2023 | 990 | $2,371,727 | $2,319,084 | $52,643 | $816,131 | $503,264 | $312,867 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,915,788
- of which government grants
- $4,906,408
- Program service revenue
- $0
- Investment income
- $382
- Other revenue
- $5,489
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $1,451,256
- Salaries, compensation and benefits (total)
- $1,681,840
- Professional fundraising fees
- $0
- Accounting fees
- $131,032
- Occupancy
- $106,604
- Travel
- $29,123
- Program services (functional)
- $4,821,818
- Management and general (functional)
- $31,465
Balance sheet and other
- Total assets, start of year
- $715,997
- Total assets, end of year
- $726,230
- Total liabilities, end of year
- $525,942
- Net assets, end of year
- $200,288
- Net assets without donor restrictions
- $200,288
- Gross receipts
- $4,921,659
- Employees
- 20
- Year formed
- 2010
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREG BALLARD | CHAIR Trustee or director, Officer | 1 | $0 |
| BRYAN ROTHAMEL | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| VICENTE GARCIA | TREASURER Trustee or director, Officer | 1 | $0 |
| DR MOLLY LYNCH | SECRETARY Trustee or director, Officer | 1 | $0 |
| HOLLY HANDY | DIRECTOR Trustee or director | 1 | $0 |
| DR KIA STEEN | DIRECTOR Trustee or director | 1 | $0 |
| LEIGH-ANNE VAUGHN | DIRECTOR Trustee or director | 1 | $0 |
| CHANTEL CLAYBORN | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER RUCKNAR | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| DR MELISSA SAUNDERS | DIRECTOR Trustee or director | 1 | $0 |
| ALEXIS DUFFIN | DIRECTOR Trustee or director | 1 | $0 |
| AARON TOLSON | DIRECTOR Trustee or director | 1 | $0 |
| MIDGE SPENCER | DIRECTOR Trustee or director | 1 | $0 |
| DR LATANYA MCDADE | DIRECTOR Trustee or director | 1 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSICA JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTINE MUNOZ | DIRECTOR Trustee or director | 1 | $0 |
| JESSICA KAJALA | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER MACKOWSKI | CHAIR Trustee or director, Officer | 1 | $0 |
| GREG BALLARD | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| RYAN VANDERWIJST | TREASURER Trustee or director, Officer | 1 | $0 |
| DR MOLLY LYNCH | SECRETARY Trustee or director, Officer | 1 | $0 |
| HOLLY HANDY | DIRECTOR Trustee or director | 1 | $0 |
| DR KIA STEEN | DIRECTOR Trustee or director | 1 | $0 |
| LEIGH-ANNE VAUGHN | DIRECTOR Trustee or director | 1 | $0 |
| CHANTEL CLAYBORN | DIRECTOR Trustee or director | 1 | $0 |
| VICENTE GARCIA | DIRECTOR Trustee or director | 1 | $0 |
| JENNIFER RUCKNAR | DIRECTOR Trustee or director | 1 | $0 |
| BRYAN ROTHAMEL | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| DR SARAH CALVERIC | DIRECTOR Trustee or director | 1 | $0 |
| DIANNA MARTIN | DIRECTOR Trustee or director | 1 | $0 |
| AARON TOLSON | DIRECTOR Trustee or director | 1 | $0 |
| JACQUELYN MURDOCK | DIRECTOR Trustee or director | 1 | $0 |
| DR LATANYA MCDADE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER MACKOWSKI | CHAIR Trustee or director, Officer | 1 | $0 |
| GREG BALLARD | VICE-CHAIR Trustee or director, Officer | 1 | $0 |
| REBECCA PURDY | SECRETARY Trustee or director, Officer | 1 | $0 |
| MATTHEW MITCHELL | TREASURER Trustee or director, Officer | 1 | $0 |
| BRANDIE WILLIAMS | DIRECTOR Trustee or director | 1 | $0 |
| DR KIA STEEN | DIRECTOR Trustee or director | 1 | $0 |
| DR MOLLY LYNCH | DIRECTOR Trustee or director | 1 | $0 |
| DR LATANYA MCDADE | DIRECTOR Trustee or director | 1 | $0 |
| ALICIA KINDRED | DIRECTOR Trustee or director | 1 | $0 |
| JANET GULLICKSON | DIRECTOR Trustee or director | 1 | $0 |
| DR MARCELINE CATLETT | DIRECTOR Trustee or director | 1 | $0 |
| BRYAN ROTHAMEL | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| DR SARAH CALVERIC | DIRECTOR Trustee or director | 1 | $0 |
| DR PETER KELLY | DIRECTOR Trustee or director | 1 | $0 |
| AARON TOLSON | DIRECTOR Trustee or director | 1 | $0 |
| RYAN VANDERWIJST | DIRECTOR Trustee or director | 1 | $0 |
| DR THOMAS TAYLOR | DIRECTOR Trustee or director | 1 | $0 |
| COURTNEY TIERNEY | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 10718 BALLANTRAYE DR STE 402, FREDERICKSBRG, VA 22407-4703
- Mailing address (990-N for 2010)
- 2300 Fall Hill Avenue Suite 100, Fredericksburg VA 22401
- Principal officer (990 for 2024)
- GINA M DAVIS
- Principal officer (990-N for 2010)
- Glenn Kinard, PNC Bank 2403 Fall Hill Avenue, Fredericksburg VA 22401
- Signed the 990
- GINA M DAVIS, EXECUTIVE DIRECTOR
- Phone
- (571) 287-7600
- Website
- www.smartbeginningsra.org
- Return prepared by
- ROBINSON FARMER COX ASSOCIATES
Mission
TO UNIFY OUR COMMUNITY TO PROMOTE EQUITABLE ACCESS TO RESOURCES FOR ALL CHILDREN BIRTH TO FIVE.
Program accomplishments
- READY REGION PROGRAMS - WITH STEADY INVESTMENT AND BIPARTISAN SUPPORT FROM VIRGINIAS GOVERNORS AND LEGISLATURE, LOCAL SMART BEGINNINGS HAVE BROUGHT PUBLIC AND PRIVATE LEADERS TOGETHER TO COLLABORATE ON PRIORITIES FOR YOUNG CHILDREN SINCE 2005. BUILDING FROM THIS ASSET, READY REGIONS BRINGS UNPRECEDENTED LEVELS OF COORDINATION, ACCOUNTABILITY, AND FAMILY ENGAGEMENT TO EARLY EDUCATION PROGRAMS IN EVERY COMMUNITY IN THE COMMONWEALTH.Expenses $4,367,227
- INFANT & TODDLER SPECIALIST NETWORK (ITSN) - FOUNDATION FIRST IS A BENEFICIARY THE VIRGINIA INFANT & TODDLER SPECIALIST NETWORK THROUGH THE VIRGINIA DEPARTMENT OF EDUCATION AND SUPPORTS THEM BY BEING THEIR REGIONAL OFFICE IN OUR AREA. OUR DEDICATED INFANT & TODDLER SPECIALIST NETWORK INTERNAL STAFF AIMS TO SERVE INFANTS, TODDLERS, AND TWO-YEAR-OLDS.Expenses $454,591
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-4379476
- 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
- 2011
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B99)
- Assets (IRS master file)
- $726,230
- Income (IRS master file)
- $4,921,659
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,921,659 | $4,853,283 | $726,230 | XML |
| 990 | June 2024 | $4,414,571 | $4,594,296 | $715,997 | XML |
| 990 | June 2023 | $2,371,727 | $2,319,084 | $816,131 | XML |
| 990 | June 2022 | $689,900 | $682,137 | $330,050 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2010 Officer: Glenn Kinard | June 30, 2011 | ≤ $50,000 receipts | – | – | e-Postcard |
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 27-4379476).
Questions about FOUNDATION FIRST
- What is the EIN of FOUNDATION FIRST?
- The employer identification number (EIN) of FOUNDATION FIRST is 27-4379476.
- Is FOUNDATION FIRST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to FOUNDATION FIRST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FOUNDATION FIRST 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 FOUNDATION FIRST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FOUNDATION FIRST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of FOUNDATION FIRST?
- The 990 for the year ended June 30, 2025 names GINA M DAVIS.
- Who are the officers and directors of FOUNDATION FIRST?
- The 990 for the year ended June 30, 2025 lists 18 people; 0 received compensation from the organization.
- How much revenue does FOUNDATION FIRST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,921,659, expenses of $4,853,283 and total assets of $726,230 at year end.
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