Voltran FY2020 filing

Public charity (501(c)(3)) Warrenton, VA Since 2010 EIN 27-1352660 NTEE P50
Revenue
$18K
FY2020 · Pt VIII · Ln 12
Expenses
$24K
FY2020 · Pt IX · Ln 25
Net assets
$38K
FY2020 · Pt X · Ln 32
To programs
98%
FY2020 · Pt IX · col B
Revenue & expenses by yearFY2020–FY2025
Revenue
$18K
FY2020
Expenses
$24K
FY2020

Provides free rides for seniors and disabled individuals to medical appointments and essential errands.

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Tax-deductible?
Yes
Per the IRS master file.
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Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
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Filing up to date?
Yes — filed FY2025
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Foundation funders?
1 funder — Fauquier Health Foundation
$1K in the latest grant year.
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Spent on programs?
98% to programs
Form 990 Part IX, latest filing.
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Size and trend
$100K–1M
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Form 990 for the fiscal year ending December 2020 (IRS tax year 2020).


Provides free rides for seniors and disabled individuals to medical appointments and essential errands.

Founded
2010
Type
Public charity (501(c)(3)) · Human Services
Location
Warrenton, VA
Website
www.voltran.org
Filings
6 on file (2020–2020)
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →
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Where the money goes · FY2020
Where spending went · Part IX cols B–D
Program services $0.98 Management & general $0.02
Program efficiency
98%
of spending reaches programs
Operating runway
19.5mo
months of highly liquid reserves at operating expense rate
Surplus margin
-31%
revenue over expenses, this year

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Summary of the Filing

Part I · fiscal year 2020 · Form 990
Total assets
$38K
FY2020
Total liabilities
$0
FY2020
Revenue less expensesPt I · Ln 19−$6K
Total assetsPt X · Ln 16$38K
Program-expense ratioPt IX · col B98%
Voting members of governing bodyPt I · Ln 36
Independent voting membersPt I · Ln 4pending

Identity & Classification

Form 990 Header · IRS Business Master File
Legal name (IRS)Hdr · item CVoltran
EINHdr · item D27-1352660
Principal addressHdr · item CWarrenton, VA
WebsiteHdr · item Jwww.voltran.org
Year of formationHdr · item L2010
State of legal domicileHdr · item MVA
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHuman Services (P50)
Ruling yearIRS BMFApr 2010

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a6
Independent voting membersPt VI · Ln 1bpending
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
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Mission & Programs · Part III

Where the work happens

3 program services account for $23K of program spending, described in the organization's own filed words · FY2020.
01

Funds received both through citizen's donations and from any grants were used to manage our program, increase the number of our volunteer drivers, and pay the salary of our contract employee. Because of COVID, we ceased driving operations from mid-March thru mid-June.

$14Kprogram expense
02

We received $3,141 in donations thru the online Give Local Piedmont campaign; a $3,000 grant from the Northern Piedmont Community Foundation, and $10,750 from the Regional Transportation Collaborative as a result of a PATH Foundation grant. These funds were used to pay the Recruitment Coordinator's salary.

$7Kprogram expense
03

Because we were unable to gather socially to appreciate our drivers, we presented birthday gift cards throughout the year, and gas/food gift cards at Christmas. All other remaining expenses are to support normal operating budget needs.

$2Kprogram expense

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Statement of Revenue

Part VIII
Contributions & grants100%$18K
Total revenueLn 12$18K

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.98 Management & general $0.02
Program services98%$23K
Management & general2%$560
Total functional expensesLn 25$24K

Balance Sheet

Part X · end of year
CashLn 1$38K
Total assetsLn 16$38K
Total liabilitiesLn 26$0
Total net assetsLn 32$38K
Months of cash on handcomputed19.5

Financial Metrics

Form 990 · FY2020 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $38K · Operating expenses/yr $24K
19.5 months
Where the money goes
Program services
Program services $23K · Total expenses $24K
98%
Management & General
Management & general $560 · Total expenses $24K
2%
Fundraising
Fundraising $0 · Total expenses $24K
0%
Cost to raise $1
Fundraising expense $0 · Solicited contributions $18K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $18K · Total revenue $18K
100%
Government reliance
Government grants — · Total revenue $18K
—
Earned-income share
Program service revenue $0 · Total revenue $18K
0%
Investment reliance
Investment income $0 · Total revenue $18K
0%
Program self-sufficiency
Program service revenue $0 · Total expenses $24K
0%
Growth & trend
Revenue growth (YoY)
This year $18K · Prior year —
No prior year on file
Net-asset trend (YoY)
End of year $38K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $18K · Expenses $24K
-31%
Liabilities-to-Assets
Total liabilities — · Total assets $38K
—
Net-asset ratio
Net assets $38K · Total assets $38K
100%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $0 · Other securities (Pt X, ln 12) $0 · Total assets (Pt X, ln 16) $38K
0%
People & payroll
Highest Reported Total Compensation
Individual Mittie Wallace · Reported title Board Member · Highest reported compensation $0 · Total expenses $24K
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $0 · Total expenses $24K
0%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 98%——
Overhead ratio 2%——
Fundraising cost ratio 0%——
Investment management fee ratio 19%——
Legal fee ratio 0%——
Accounting fee ratio 2%——
Fundraising fee ratio 0%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$1K

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2025 (Latest)$163K revenue · ⤓ 990 PDF
FY2024$75K revenue · ⤓ 990 PDF
FY2023$29K revenue · ⤓ 990 PDF
FY2022$53K revenue · ⤓ 990 PDF
FY2021$82K revenue · ⤓ 990 PDF
FY2020$18K revenue · viewing · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2020IRS
Classification, formation year, addressIRS Business Master File
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