Civic Intelligence

Montanova Stables Foundation

EIN 27-2909218 • 501(c)3 • Keswick, VA

Profile

The foundation's primary purpose is to partner with area schools, family support services, and other community organizations to provide life skills through horsemanship mentoring programs for children, youth, and teens.

5170 Stoney Point Pass PO Box 704Keswick, VA 22947

n/A

Siviq Scores

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

Liabilities / Assets

96th percentile

1.93x

Higher debt load relative to assets than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

89th percentile

0.29x

Higher debt load relative to revenue than 89% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

37th percentile

-4.7%

Higher net margin than 37% of similar nonprofits.

501(c)3 • <$500k 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

31st percentile

-19%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

62nd percentile

8.6%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Assets

Down

$71,934

Down $36,921 (-34%) from 2022

Liabilities

Down

$138,997

Down $8,328 (-5.7%) from 2022

Net Assets

Down

-$67,063

Down $28,593 (-74%) from 2022

Revenue

Up

$476,124

Up $72,304 (+18%) from 2022

Expenses

Up

$498,558

Up $95,812 (+24%) from 2022

Net Income

Down

-$22,434

Down $23,508 (-2189%) from 2022

Trend Graphs

Balance Sheet Trend

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

$200K$100K$0-$100KAssets 2013: $5,989Liabilities 2013: $3,909Net Assets 2013: $2,0802013Assets 2014: $4,924Liabilities 2014: $3,159Net Assets 2014: $1,7652014Assets 2015: $6,420Liabilities 2015: $1,394Net Assets 2015: $5,0262015Assets 2016: $10,804Liabilities 2016: $3,479Net Assets 2016: $7,3252016Assets 2017: $18,963Liabilities 2017: $1,502Net Assets 2017: $17,4612017Assets 2018: $16,188Liabilities 2018: $3,063Net Assets 2018: $13,1252018Assets 2019: $69,839Liabilities 2019: $3,601Net Assets 2019: $66,2382019Assets 2020: $135,618Liabilities 2020: $134,163Net Assets 2020: $1,4552020Assets 2021: $122,596Liabilities 2021: $162,140Net Assets 2021: -$39,5442021Assets 2022: $108,855Liabilities 2022: $147,325Net Assets 2022: -$38,4702022Assets 2024: $71,934Liabilities 2024: $138,997Net Assets 2024: -$67,0632024

Highlighted filing

2024

Assets$71,934
Liabilities$138,997
Net Assets-$67,063

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2013: $184,948Expenses 2013: $184,649Net Income 2013: $2992013Revenue 2014: $182,728Expenses 2014: $183,043Net Income 2014: -$3152014Revenue 2015: $199,566Expenses 2015: $196,305Net Income 2015: $3,2612015Revenue 2016: $224,502Expenses 2016: $222,203Net Income 2016: $2,2992016Revenue 2017: $228,031Expenses 2017: $217,895Net Income 2017: $10,1362017Revenue 2018: $231,127Expenses 2018: $235,463Net Income 2018: -$4,3362018Revenue 2019: $334,304Expenses 2019: $281,191Net Income 2019: $53,1132019Revenue 2020: $390,802Expenses 2020: $455,585Net Income 2020: -$64,7832020Revenue 2021: $426,333Expenses 2021: $468,812Net Income 2021: -$42,4792021Revenue 2022: $403,820Expenses 2022: $402,746Net Income 2022: $1,0742022Revenue 2024: $476,124Expenses 2024: $498,558Net Income 2024: -$22,4342024

Highlighted filing

2024

Revenue$476,124
Expenses$498,558
Net Income-$22,434

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$1.39$0.67$4.76$4.99$0.22
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.09$1.47$0.38$4.04$4.03$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$1.62$0.40$4.26$4.69$0.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$1.34$0.01$3.91$4.56$0.65
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.04$0.66$3.34$2.81$0.53
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.03$0.13$2.31$2.35$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.02$0.17$2.28$2.18$0.10
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.03$0.07$2.25$2.22$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.06$0.01$0.05$2.00$1.96$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.05$0.03$0.02$1.83$1.83$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.06$0.04$0.02$1.85$1.85$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$476,124
Mission and Program Overview

Mission

The foundation's primary purpose is to partner with area schools, family support services, and other community organizations to provide life skills through horsemanship mentoring programs for children, youth, and teens.

The organizations primary purpose is mentoring and teaching children through horsemanship.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$48,683$50,235▲ $1,552
Cash and Non-Interest-Bearing Accounts$884$13,382▲ $12,498
Accounts Receivable$27,543$3,817▼ $23,726
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$80,110$71,934▼ $8,176
Other Assets Total$3,000$4,500▲ $1,500
Liabilities
Unsecured Notes Loans Payable$98,700$97,700▼ $1,000
Other Liabilities$26,039$41,297▲ $15,258
Total Liabilities$124,739$138,997▲ $14,258
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-44,629$-67,063▼ $22,434
Total Net Assets Fund Balance$-44,629$-67,063▼ $22,434
Total Liabilities and Net Assets / Fund Balance$80,110$71,934▼ $8,176

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$50,235$90,723$140,958
Other Assets Org$4,500--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Jennifer G JonesPresidentPT$31,110$31,110

Board Members and Trustees

NameTitle
Anika KempDirector
Dana KeckDirector
Rachel MillerDirector
Sarah McdowellDirector
Shelley McdanielDirector
Jocelyn IsenhowerSecretary
Marilyn RileyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$126,324
Program Service Revenue
$334,392
Investment Income
$0
Other Revenue
$15,408
All Other Contributions
$126,324
Change in Net Assets
$-22,434
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$327,074
Salaries, Compensation, and Employee Benefits$171,484
Total Fundraising Expense$23,606
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$126,991--$126,991
Occupancy$26,390$6,797$6,797$39,984
Current Officers, Directors, Trustees, and Key Employees$20,056$5,527$5,527$31,110
Payroll Taxes$8,833$2,275$2,275$13,383
Depreciation Depletion-$8,948-$8,948
Information Technology$5,703$1,468$1,468$8,639
Other Expenses$8,102--$8,102
Insurance$5,123$1,319$1,319$7,761
Office Expenses$5,021$1,294$1,294$7,609
Fees for Services Accounting$6,780--$6,780
All Other Expenses$4,009$1,030$1,030$6,069
Advertising--$3,896$3,896
Total Functional Expenses$446,294$28,658$23,606$498,558
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$5,808
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilties$23,065
Due to Employee$13,232
Other Payable$5,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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 B, Line 11B

The Executive Director and Finance Committee, in partnership with any relevant external stakeholders, prepare a draft for full board review. That draft is circulated for written approval. Any feedback from the approval process is reviewed and incorporated as needed.

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

There is an annual board affirmation of any potential conflicts of interest and it is required that members recuse themselves from any vote in which they have a potential conflict.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Montanova Stables Foundation
EIN
27-2909218
Address
5170 STONEY POINT PASS PO BOX 704, KESWICK, VA 22947

Signing Officer

Name
Jennifer G Jones
Title
President
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Formed
2010
Legal Domicile
Va
Voting Board Members
8
Independent Board Members
5
Employees
15

Preparer

Firm
Wills & Associates
Address
199 Spotnap Rd Suite 5, Charlottesville, VA 22911
Preparer
Brock Ramaglia CPA
Phone
4349777771
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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/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03000
IRS990/OtherAssetsTotalGrp/EOYAmt04500
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0HORSE PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1LESSONS/SCHOLARSHIPS
IRS990/OtherExpensesGrp/Desc2IN-KIND BARN AND FARM LABOR
IRS990/OtherExpensesGrp/Desc3KIDS CAMP AND AFTER SCHOOL EXP
IRS990/OtherExpensesGrp/ProgramServicesAmt0153133
IRS990/OtherExpensesGrp/ProgramServicesAmt142784
IRS990/OtherExpensesGrp/ProgramServicesAmt233369
IRS990/OtherExpensesGrp/ProgramServicesAmt38102
IRS990/OtherExpensesGrp/TotalAmt0153133
IRS990/OtherExpensesGrp/TotalAmt142784
IRS990/OtherExpensesGrp/TotalAmt233369
IRS990/OtherExpensesGrp/TotalAmt38102
IRS990/OtherLiabilitiesGrp/BOYAmt026039
IRS990/OtherLiabilitiesGrp/EOYAmt041297
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0126991
IRS990/OtherSalariesAndWagesGrp/TotalAmt0126991
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt02275
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02275
IRS990/PayrollTaxesGrp/ProgramServicesAmt08833
IRS990/PayrollTaxesGrp/TotalAmt013383
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0BOARDING & TRANSPORT
IRS990/ProgramServiceRevenueGrp/Desc1KIDS CAMP AND AFTER SCHOO
IRS990/ProgramServiceRevenueGrp/Desc2LESSONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0101905
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt133441
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2199046
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0101905
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt133441
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2199046
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt082482
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0100
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0312753
IRS990/PYOtherRevenueAmt075984
IRS990/PYProgramServiceRevenueAmt0348825
IRS990/PYRevenuesLessExpensesAmt017048
IRS990/PYSalariesCompEmpBnftPaidAmt0177390
IRS990/PYTotalExpensesAmt0490243
IRS990/PYTotalRevenueAmt0507291
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-22434
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt09600
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0334392
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0132122
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0130737
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt037013
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt081992
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt056838
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0438702
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct00.99670
IRS990ScheduleA/PublicSupportTotal170Amt0438702
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0132122
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0130737
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt037013
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt081992
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt056838
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0438702
IRS990ScheduleA/TotalSupportAmt0438702
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt050235
IRS990ScheduleD/EquipmentGrp/DepreciationAmt090723
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0140958
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt04500
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0LEASE DEPOSIT - FARM
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt013232
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt223065
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO EMPLOYEE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1OTHER PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2PAYROLL LIABILTIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt050235
IRS990ScheduleD/TotalBookValueOtherAssetsAmt04500
IRS990ScheduleD/TotalLiabilityAmt041297
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Executive Director and Finance Committee, in partnership with any relevant external stakeholders, prepare a draft for full board review. That draft is circulated for written approval. Any feedback from the approval process is reviewed and incorporated as needed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1There is an annual board affirmation of any potential conflicts of interest and it is required that members recuse themselves from any vote in which they have a potential conflict.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt080110
IRS990/TotalAssetsEOYAmt071934
IRS990/TotalAssetsGrp/BOYAmt080110
IRS990/TotalAssetsGrp/EOYAmt071934
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0126324
IRS990/TotalEmployeeCnt015
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt023606
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt028658
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0446294
IRS990/TotalFunctionalExpensesGrp/TotalAmt0498558
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0124739
IRS990/TotalLiabilitiesEOYAmt0138997
IRS990/TotalLiabilitiesGrp/BOYAmt0124739
IRS990/TotalLiabilitiesGrp/EOYAmt0138997
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-44629
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-67063
IRS990/TotalProgramServiceExpensesAmt0446294
IRS990/TotalProgramServiceRevenueAmt0334392
IRS990/TotalReportableCompFromOrgAmt031110
IRS990/TotalRevenueGrp/ExclusionAmt05808
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0343992
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0476124
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt080110
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt071934

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