Civic Intelligence

The Shenandoah Foundation Inc.

990EZ • Fiscal year 2017 • EIN 21-0715121

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

Beach Street Ext PO Box 429Vineyard Haven, MA 02568

(508) 693-1699

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

49th percentile

1.7%

Faster asset growth than 49% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

8th percentile

-53%

Faster revenue growth than 8% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$46,849

Up $783 (+1.7%) from 2016

Net Assets

Up

$46,849

Up $783 (+1.7%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$20,914

Down $23,126 (-53%) from 2016

Expenses

Down

$25,863

Down $13,444 (-34%) from 2016

Net Income

Down

-$4,949

Down $9,682 (-205%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100K$50K$0Assets 2010: $84,064Liabilities 2010: $0Net Assets 2010: $84,0642010Assets 2011: $40,182Liabilities 2011: $0Net Assets 2011: $40,1822011Assets 2012: $47,103Liabilities 2012: $0Net Assets 2012: $47,1032012Assets 2013: $21,722Liabilities 2013: $0Net Assets 2013: $21,7222013Assets 2014: $31,836Liabilities 2014: $0Net Assets 2014: $31,8362014Assets 2015: $38,796Liabilities 2015: $0Net Assets 2015: $38,7962015Assets 2016: $46,066Liabilities 2016: $0Net Assets 2016: $46,0662016Assets 2017: $46,849Liabilities 2017: $0Net Assets 2017: $46,8492017Assets 2018: $48,189Liabilities 2018: $0Net Assets 2018: $48,1892018Assets 2019: $44,170Liabilities 2019: $0Net Assets 2019: $44,1702019Assets 2020: $33,025Liabilities 2020: $0Net Assets 2020: $33,0252020Assets 2021: $5,161Liabilities 2021: $0Net Assets 2021: $5,1612021Assets 2022: $1,494Liabilities 2022: $0Net Assets 2022: $1,4942022Assets 2023: $1,369Liabilities 2023: $0Net Assets 2023: $1,3692023Assets 2024: $454Liabilities 2024: $0Net Assets 2024: $4542024

Highlighted filing

2017

Assets$46,849
Liabilities$0
Net Assets$46,849

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2010: $23,492Expenses 2010: $22,480Net Income 2010: $1,0122010Revenue 2011: $11,023Expenses 2011: $56,527Net Income 2011: -$45,5042011Revenue 2012: $21,933Expenses 2012: $14,621Net Income 2012: $7,3122012Revenue 2013: $14,750Expenses 2013: $45,414Net Income 2013: -$30,6642013Revenue 2014: $19,461Expenses 2014: $11,590Net Income 2014: $7,8712014Revenue 2015: $28,712Expenses 2015: $20,185Net Income 2015: $8,5272015Revenue 2016: $44,040Expenses 2016: $39,307Net Income 2016: $4,7332016Revenue 2017: $20,914Expenses 2017: $25,863Net Income 2017: -$4,9492017Revenue 2018: $19,932Expenses 2018: $11,823Net Income 2018: $8,1092018Revenue 2019: $13,641Expenses 2019: $15,780Net Income 2019: -$2,1392019Revenue 2020: $15,417Expenses 2020: $28,682Net Income 2020: -$13,2652020Revenue 2021: $25,990Expenses 2021: $53,854Net Income 2021: -$27,8642021Revenue 2022: $2,500Expenses 2022: $6,167Net Income 2022: -$3,6672022Revenue 2023: $2,500Expenses 2023: $2,625Net Income 2023: -$1252023Revenue 2024: $1,000Expenses 2024: $1,915Net Income 2024: -$9152024

Highlighted filing

2017

Revenue$20,914
Expenses$25,863
Net Income-$4,949
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.2
Gross Receipts
$20,914
Mission and Program Overview

Mission

To insure the future of this landmark vessel and to further the programs allowing its passengers the opportunity to enjoy, live aboard and learn the magic of this experience.

Program Services

DescriptionGrantsExpenses
PRESERVATION OF THIS HISTORIC VESSEL TO ENSURE THE SHENANDOAH REMAINS THE WORLD'S ONLY NON-AUXILIARY SQUARE-TOPSAIL SCHOONER, SAILING AS ONE WOULD DURING THE MID-19TH CENTURY, THE "GOLDEN AGE OF SAIL."$0$22,331
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT S DOUGLASPresident-$0--
JAMIE M DOUGLASTreasurer-$0--
ELTON W HALLDirector-$0--
THOMAS LA POINTEClerk-$0--
HENRY H DUPONTDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Shenandoah Foundation Inc
EIN
21-0715121
Phone
5086931699
Address
BEACH STREET EXT PO BOX 429, VINEYARD HAVEN, MA 02568

Signing Officer

Name
Robert S Douglas
Title
President
Phone
5086931699
Signed
2018-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
155 SOUTH MAIN STREET SUITE 100, PROVIDENCE, RI 02903
Preparer
David Fontaine
Phone
4014576700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: dividend income. Amount: 413. Description: interest income. Amount: 1. Total included on form 990-ez, line 4: 414.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank charges. Amount: 270.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain/loss. Amount: 5,732.

Form 990-ez, Part II, Line 24 - Other Assets

Description: due from coastwise packet co.. Beg. Of year amount: 16,928. End of year amount: 16,928.

Raw XML Appendix182 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum05086931699
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST TISBURY
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd002565
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029138
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt029921
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IRS990EZ/LobbyingActivitiesInd00
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt046849
IRS990EZ/OccupancyRentUtltsAndMaintAmt022331
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT S DOUGLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMIE M DOUGLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ELTON W HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3THOMAS LA POINTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HENRY H DUPONT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CLERK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt016928
IRS990EZ/OtherAssetsTotalDetail/EOYAmt016928
IRS990EZ/OtherChangesInNetAssetsAmt05732
IRS990EZ/OtherExpensesTotalAmt0270
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO INSURE THE FUTURE OF THIS LANDMARK VESSEL AND TO FURTHER THE PROGRAMS ALLOWING ITS PASSENGERS THE OPPORTUNITY TO ENJOY, LIVE ABOARD AND LEARN THE MAGIC OF THIS EXPERIENCE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PRESERVATION OF THIS HISTORIC VESSEL TO ENSURE THE SHENANDOAH REMAINS THE WORLD'S ONLY NON-AUXILIARY SQUARE-TOPSAIL SCHOONER, SAILING AS ONE WOULD DURING THE MID-19TH CENTURY, THE "GOLDEN AGE OF SAIL."
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt022331
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
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IRS990EZ/TotalProgramServiceExpensesAmt022331
IRS990EZ/TotalRevenueAmt020914
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.SHENANDOAHFOUNDATION.ORG
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt028250
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt019000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt013271
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0124671
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0414
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0461
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0610
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0414
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0391
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0462
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0461
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0610
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02338
IRS990ScheduleA/InvestmentIncomeCYPct00.01840
IRS990ScheduleA/InvestmentIncomePYPct00.02230
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98160
IRS990ScheduleA/PublicSupportPY509Pct00.97770
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt020500
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt019000
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt013271
IRS990ScheduleA/Total509Grp/TotalAmt0124671
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt020914
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt044041
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt028712
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt019461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt013881
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0127009
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDEND INCOME. AMOUNT: 413. DESCRIPTION: INTEREST INCOME. AMOUNT: 1. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 414.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK CHARGES. AMOUNT: 270.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: UNREALIZED GAIN/LOSS. AMOUNT: 5,732.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: DUE FROM COASTWISE PACKET CO.. BEG. OF YEAR AMOUNT: 16,928. END OF YEAR AMOUNT: 16,928.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT S DOUGLAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05086931699
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SHENANDOAH FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SHEN
ReturnHeader/Filer/EIN0210715121
ReturnHeader/Filer/PhoneNum05086931699
ReturnHeader/Filer/USAddress/AddressLine1Txt0BEACH STREET EXT PO BOX 429
ReturnHeader/Filer/USAddress/CityNm0VINEYARD HAVEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002568
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B4CC87A08F4DA660C4D869EA0C6FADB1F8284E7D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.19.127.190
ReturnHeader/FilingSecurityInformation/IPDt02018-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm012:19:08
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 SOUTH MAIN STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04014576700
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID FONTAINE
ReturnHeader/ReturnTs02018-10-01T16:42:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$1.00$1.92$0.92
2023Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$2.50$2.63$0.13
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$2.50$6.17$3.67
2021Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$26.0$53.9$27.9
2020Detailed filing. Detailed filing data is available for this year.$33.0$0.00$33.0$15.4$28.7$13.3
2019Detailed filing. Detailed filing data is available for this year.$44.2$0.00$44.2$13.6$15.8$2.14
2018Detailed filing. Detailed filing data is available for this year.$48.2$0.00$48.2$19.9$11.8$8.11
2017Detailed filing. Detailed filing data is available for this year.$46.8$0.00$46.8$20.9$25.9$4.95
2016Detailed filing. Detailed filing data is available for this year.$46.1$0.00$46.1$44.0$39.3$4.73
2015Detailed filing. Detailed filing data is available for this year.$38.8$0.00$38.8$28.7$20.2$8.53
2014Detailed filing. Detailed filing data is available for this year.$31.8$0.00$31.8$19.5$11.6$7.87
2013Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$14.8$45.4$30.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.1$0.00$47.1$21.9$14.6$7.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.2$0.00$40.2$11.0$56.5$45.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$84.1$0.00$84.1$23.5$22.5$1.01