Civic Intelligence

Shenandoah Fellowship Foundation

EIN 23-7195850 • 501(c)3 • Winchester, VA

Profile

To provide housing and related facilities and services for elderly families and individuals.

27 South Cameron StreetWinchester, VA 22601

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

17th percentile

0.01x

Higher debt load relative to assets than 17% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.03x

Higher debt load relative to revenue than 21% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

90th percentile

54%

Higher net margin than 90% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

58th percentile

7.4%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

84th percentile

44%

Faster revenue growth than 84% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$7,555,701

Up $627,905 (+9.1%) from 2023

Liabilities

Up

$39,890

Up $18,320 (+85%) from 2023

Net Assets

Up

$7,515,811

Up $609,585 (+8.8%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin90th percentile

Revenue

Up

$1,539,706

Up $475,426 (+45%) from 2023

Expenses

Up

$707,948

Up $98,073 (+16%) from 2023

Net Income

Up

$831,758

Up $377,353 (+83%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth58th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $4,921,101Liabilities 2012: $778,355Net Assets 2012: $4,142,7462012Assets 2013: $5,076,874Liabilities 2013: $680,568Net Assets 2013: $4,396,3062013Assets 2014: $5,067,101Liabilities 2014: $553,985Net Assets 2014: $4,513,1162014Assets 2015: $5,017,321Liabilities 2015: $459,873Net Assets 2015: $4,557,4482015Assets 2016: $5,057,461Liabilities 2016: $303,218Net Assets 2016: $4,754,2432016Assets 2017: $5,207,731Liabilities 2017: $165,293Net Assets 2017: $5,042,4382017Assets 2018: $5,121,504Liabilities 2018: $21,307Net Assets 2018: $5,100,1972018Assets 2019: $5,700,998Liabilities 2019: $21,177Net Assets 2019: $5,679,8212019Assets 2020: $6,125,402Liabilities 2020: $24,383Net Assets 2020: $6,101,0192020Assets 2021: $6,654,473Liabilities 2021: $26,487Net Assets 2021: $6,627,9862021Assets 2022: $6,545,101Liabilities 2022: $48,594Net Assets 2022: $6,496,5072022Assets 2023: $6,927,796Liabilities 2023: $21,570Net Assets 2023: $6,906,2262023Assets 2024: $7,555,701Liabilities 2024: $39,890Net Assets 2024: $7,515,8112024

Highlighted filing

2024

Assets$7,555,701
Liabilities$39,890
Net Assets$7,515,811
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.5M$1.0M$500K$0Expenses 2012: $437,6922012Revenue 2013: $525,854Expenses 2013: $445,967Net Income 2013: $79,8872013Revenue 2014: $575,120Expenses 2014: $442,833Net Income 2014: $132,2872014Revenue 2015: $508,088Expenses 2015: $428,226Net Income 2015: $79,8622015Revenue 2016: $542,063Expenses 2016: $438,038Net Income 2016: $104,0252016Revenue 2017: $549,739Expenses 2017: $410,046Net Income 2017: $139,6932017Revenue 2018: $571,871Expenses 2018: $397,319Net Income 2018: $174,5522018Revenue 2019: $786,670Expenses 2019: $405,746Net Income 2019: $380,9242019Revenue 2020: $800,319Expenses 2020: $471,520Net Income 2020: $328,7992020Revenue 2021: $720,265Expenses 2021: $409,079Net Income 2021: $311,1862021Revenue 2022: $746,325Expenses 2022: $495,428Net Income 2022: $250,8972022Revenue 2023: $1,064,280Expenses 2023: $609,875Net Income 2023: $454,4052023Revenue 2024: $1,539,706Expenses 2024: $707,948Net Income 2024: $831,7582024

Highlighted filing

2024

Revenue$1,539,706
Expenses$707,948
Net Income$831,758
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$7,555,701
Liabilities
$39,890
Net assets
$7,515,811
Revenue
$1,539,706
Expenses
$707,948
Net income
$831,758
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.56$0.04$7.52$1.54$0.71$0.83
2023Detailed filing. Detailed filing data is available for this year.$6.93$0.02$6.91$1.06$0.61$0.45
2022Detailed filing. Detailed filing data is available for this year.$6.55$0.05$6.50$0.75$0.50$0.25
2021Detailed filing. Detailed filing data is available for this year.$6.65$0.03$6.63$0.72$0.41$0.31
2020Detailed filing. Detailed filing data is available for this year.$6.13$0.02$6.10$0.80$0.47$0.33
2019Detailed filing. Detailed filing data is available for this year.$5.70$0.02$5.68$0.79$0.41$0.38
2018Detailed filing. Detailed filing data is available for this year.$5.12$0.02$5.10$0.57$0.40$0.17
2017Detailed filing. Detailed filing data is available for this year.$5.21$0.17$5.04$0.55$0.41$0.14
2016Detailed filing. Detailed filing data is available for this year.$5.06$0.30$4.75$0.54$0.44$0.10
2015Detailed filing. Detailed filing data is available for this year.$5.02$0.46$4.56$0.51$0.43$0.08
2014Detailed filing. Detailed filing data is available for this year.$5.07$0.55$4.51$0.58$0.44$0.13
2013Detailed filing. Detailed filing data is available for this year.$5.08$0.68$4.40$0.53$0.45$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.92$0.78$4.14$0.44
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 4, 2025
Return Version
2024v5.2
Gross Receipts
$1,539,706
Mission and Program Overview

Mission

To provide low cost rental housing for the elderly

Provide housing and related facilities and services for elderly families and individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$5,221,616$5,600,546▲ $378,930
Cash and Non-Interest-Bearing Accounts$915,194$1,027,237▲ $112,043
Land, Buildings, and Equipment, Net$788,645$877,807▲ $89,162
Accounts Receivable-$30,044-
Prepaid Expenses and Deferred Charges$2,341$20,067▲ $17,726
Total Assets$6,927,796$7,555,701▲ $627,905
Liabilities
Other Liabilities$21,570$39,890▲ $18,320
Total Liabilities$21,570$39,890▲ $18,320
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,906,226$7,515,811▲ $609,585
Total Net Assets Fund Balance$6,906,226$7,515,811▲ $609,585
Total Liabilities and Net Assets / Fund Balance$6,927,796$7,555,701▲ $627,905

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$149,000$2,350,394$2,499,394
Leasehold Improvements$405,342$416,978$822,320
Equipment$141,431$247,907$389,338
Land$99,890-$99,890
Other Land Buildings$82,144-$82,144
Other Securities$3,962,525--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Bob BoulterAdvisor to the President
David RayPresident
Dr Nelson Isenhower1st Vice President
Lauren Gwinn2nd Vice President and Tru
E Wayne SaundersTreasurer and Trustee
Doug NorellTrustee
Pam MckinleyTrustee
Rick HartTrustee
Steve CantuTrustee
Vernard BennettTrustee
Larry WeissTrustee Beginning 3/25/24
Tim MayfieldTrustee Beginning 3/25/24
Jme LowdenTrustee Until 3/25/24
Suzan HerskowitzTrustee Until 3/25/24
Kay HallettSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$294,224
Program Service Revenue
$469,294
Investment Income
$776,188
Other Revenue
$0
Change in Net Assets
$831,758

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,539,706
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-222,173
Total Revenue per Audited Statements
$1,317,533
Total Revenue per Form 990
$1,539,706
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$469,930
Salaries, Compensation, and Employee Benefits$238,018
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$146,130$62,627-$208,757
Occupancy$91,483--$91,483
Depreciation Depletion$84,487--$84,487
Insurance$38,406--$38,406
Office Expenses$12,230$12,231-$24,461
Other Expenses$21,025$21,026-$21,025
Payroll Taxes$11,721$5,024-$16,745
Information Technology$6,716$6,716-$13,432
Other Employee Benefits$6,524$2,796-$9,320
Fees for Services Legal-$7,317-$7,317
Pension Plan Contributions$2,237$959-$3,196
Advertising$1,675--$1,675
All Other Expenses$83--$83
Total Functional Expenses$589,252$118,696$0$707,948

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$707,948
Total Expenses per Audited Statements$707,948
Total Expenses per Form 990$707,948
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$36,002
Payroll Liabilities$3,011
Retirement Benefit Liability$877
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Each congregation in the community that is a member of the foundation has a representative which acts as a board member.”

Form 990, Part VI, Section A, Line 7A

“Board members elect the trustees.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is reviewed and approved by the board of trustees before being filed.”

Form 990, Part VI, Section B, Line 12C

“Board members are reminded of the conflict of interest policy on an annual basis and are required to self-report any potential conflicts.”

Form 990, Part VI, Section B, Line 15

“The executive committee determines compensation when developing the budget.”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Shenandoah Fellowship Foundation
EIN
23-7195850
Phone
5406674667
Address
27 SOUTH CAMERON STREET, WINCHESTER, VA 22601
Doing Business As
Winchester House

Signing Officer

Name
David Ray
Title
President
Phone
5406674667
Signed
2025-09-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Ray
Formed
1972
Legal Domicile
Va
Voting Board Members
14
Independent Board Members
14
Employees
10
Volunteers
15

Preparer

Firm
Pbmares Llp
Address
558 SOUTH MAIN STREET, HARRISONBURG, VA 22801
Preparer
Edward T Yoder CPA
Phone
5404345975
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The foundation is exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code and the tax statutes of the commonwealth of virginia; accordingly, the accompanying financial statements do not reflect a provision or liability for federal and state income taxes. The most significant tax position of the foundation is its assertion that it is exempt from income taxes and its determination of whether any amounts are subject to unrelated business tax. Fasb accounting standards codification (asc) topic 740, income taxes, addresses uncertain tax positions, and prescribes a threshold of more likely than not for recognition and derecognition of tax positions taken or expected to be taken in a tax return. Management has evaluated the impact of the standard to its financial statements. The foundation's income tax returns are subject to examination by taxing authorities, generally for a period of three years from the date the returns are filed. The foundation's policy is to classify income tax related interest and penalties in interest expense and other expenses, respectively.”

Raw XML AppendixShowing 400 of 488 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.

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IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0TO PROVIDE HOUSING AND RELATED FACILITIES AND SERVICES FOR ELDERLY FAMILIES AND INDIVIDUALS.
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE TAX STATUTES OF THE COMMONWEALTH OF VIRGINIA; ACCORDINGLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE MOST SIGNIFICANT TAX POSITION OF THE FOUNDATION IS ITS ASSERTION THAT IT IS EXEMPT FROM INCOME TAXES AND ITS DETERMINATION OF WHETHER ANY AMOUNTS ARE SUBJECT TO UNRELATED BUSINESS TAX. FASB ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, INCOME TAXES, ADDRESSES UNCERTAIN TAX POSITIONS, AND PRESCRIBES A THRESHOLD OF MORE LIKELY THAN NOT FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT HAS EVALUATED THE IMPACT OF THE STANDARD TO ITS FINANCIAL STATEMENTS. THE FOUNDATION'S INCOME TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES, GENERALLY FOR A PERIOD OF THREE YEARS FROM THE DATE THE RETURNS ARE FILED. THE FOUNDATION'S POLICY IS TO CLASSIFY INCOME TAX RELATED INTEREST AND PENALTIES IN INTEREST EXPENSE AND OTHER EXPENSES, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EACH CONGREGATION IN THE COMMUNITY THAT IS A MEMBER OF THE FOUNDATION HAS A REPRESENTATIVE WHICH ACTS AS A BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ELECT THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS REVIEWED AND APPROVED BY THE BOARD OF TRUSTEES BEFORE BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS ARE REMINDED OF THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS AND ARE REQUIRED TO SELF-REPORT ANY POTENTIAL CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EXECUTIVE COMMITTEE DETERMINES COMPENSATION WHEN DEVELOPING THE BUDGET.

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