Civic Intelligence

The Clermont Foundation

990 • Fiscal year 2013 • EIN 27-3143754

Jan 01, 2013 to Dec 31, 2013 • Filed on May 14, 2014

Organization ProfileCLERMONTFARM.ORG
801 East Main Street22611

(540) 955-0102

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

36th percentile

0.05x

Higher debt load relative to revenue than 36% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

68th percentile

11%

Higher net margin than 68% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

57th percentile

$66,192

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 17.0% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

58th percentile

4.7%

Faster asset growth than 58% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$4,072,174

Up $183,658 (+4.7%) from 2012

Net Assets

Up

$4,052,533

Up $176,708 (+4.6%) from 2012

Liabilities

Up

$19,641

Up $6,950 (+55%) from 2012

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin68th percentile

Revenue

$390,467

No earlier filing loaded for comparison.

Expenses

Down

$347,667

Down $2,716 (-0.8%) from 2012

Net Income

$42,800

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $3,888,516Liabilities 2012: $12,691Net Assets 2012: $3,875,8252012Assets 2013: $4,072,174Liabilities 2013: $19,641Net Assets 2013: $4,052,5332013Assets 2019: $4,332,293Liabilities 2019: $32,042Net Assets 2019: $4,300,2512019Assets 2020: $4,395,103Liabilities 2020: $25,959Net Assets 2020: $4,369,1442020Assets 2021: $4,507,976Liabilities 2021: $27,912Net Assets 2021: $4,480,0642021Assets 2022: $3,930,520Liabilities 2022: $16,240Net Assets 2022: $3,914,2802022

Highlighted filing

2013

Assets$4,072,174
Liabilities$19,641
Net Assets$4,052,533
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200K-$400KExpenses 2012: $350,3832012Revenue 2013: $390,467Expenses 2013: $347,667Net Income 2013: $42,8002013Revenue 2019: $510,241Expenses 2019: $342,180Net Income 2019: $168,0612019Revenue 2020: $223,036Expenses 2020: $372,024Net Income 2020: -$148,9882020Revenue 2021: $269,383Expenses 2021: $357,334Net Income 2021: -$87,9512021Revenue 2022: $85,059Expenses 2022: $346,881Net Income 2022: -$261,8222022

Highlighted filing

2013

Revenue$390,467
Expenses$347,667
Net Income$42,800
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 14, 2014
Return Version
2013v3.0
Gross Receipts
$390,467
Mission and Program Overview

Mission

The Foundation preserves the cultural landscape of historic Clermont Farm and uses it to promote public education and engagement with agriculture, history, and historic preservation, including the history of all the peoples associated with the site, through partnerships with regional educational organizations.

The clermont foundation supports education and research programs in historic preservation and agriculture at clermont farm (1750) for students, scholars, and the public. These programs are planned and developed in partnership with clermont's owner, the virginia department of historic resources, and with local and regional organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,573,400$3,624,796▲ $51,396
Land, Buildings, and Equipment, Net$297,964$423,278▲ $125,314
Cash and Non-Interest-Bearing Accounts$13,952$20,900▲ $6,948
Accounts Receivable$0$3,200▲ $3,200
Prepaid Expenses and Deferred Charges$3,200$0▼ $3,200
Total Assets$3,888,516$4,072,174▲ $183,658
Liabilities
Accounts Payable and Accrued Expenses$9,214$17,341▲ $8,127
Other Liabilities$2,150$2,300▲ $150
Mortgage Notes Payable Secured by Investment Property$1,327$0▼ $1,327
Total Liabilities$12,691$19,641▲ $6,950
Net Assets / Fund Balance
Unrestricted Net Assets$3,875,825$4,052,533▲ $176,708
Total Net Assets Fund Balance$3,875,825$4,052,533▲ $176,708
Total Liabilities and Net Assets / Fund Balance$3,888,516$4,072,174▲ $183,658

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$246,175$12,580$258,755
Other Land Buildings$138,787-$138,787
Equipment$38,316$34,791$73,107
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert Stieg JrCEOFT$66,192$66,192

Board Members and Trustees

NameTitle
William StaplesPresident
Joseph WhitehorneVice President
Clay BrumbackTrustee
Doug LawrenceTrustee
Jane AilesTrustee
John P LewisTrustee
Mike MurphyTrustee
Nick ReddingTrustee
Patricia ZontineTrustee
Timothy MayfieldTrustee
Tupper DorseyTrustee
William Dev MorrisonTreasurer/ Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$28,730
Program Service Revenue
$83,378
Investment Income
$272,697
Other Revenue
$5,662
Change in Net Assets
$42,800
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$191,205
Salaries, Compensation, and Employee Benefits$156,462
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$93,877$62,585-$156,462
All Other Expenses$26,335$1,062-$27,397
Fees for Service Investment Mgmnt Fees$12,803$8,535-$21,338
Insurance$11,735$2,934-$14,669
Occupancy$11,285$2,821-$14,106
Depreciation Depletion$10,740$2,685-$13,425
Fees for Services Accounting-$11,771-$11,771
Other Expenses$10,543--$10,543
Conferences and Meetings$4,276$4,276-$8,552
Office Expenses$2,661$2,661-$5,322
Total Functional Expenses$248,337$99,330$0$347,667
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$2,300
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
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 11

“The foundation provides the board of directors with a copy of the 990 to review prior to filing.”

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

“To implement this policy, trustees will submit annual reports and will make disclosures before any relevant board or committee action. These reports will be reviewed by the trustees of an appointed committee of trustees, which will attempt to resolve any actual or potential conflict(s) and, in the absence of resolution, refer the matter to the trustees.”

Form 990, Part VI, Section B, Line 15A

“Compensation is reviewed by the board of directors using local non-profit data.”

Form 990, Part VI, Section C, Line 19

“The foundation makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

EIN
27-3143754
Phone
5409550102

Signing Officer

Name
Robert Stieg Jr
Title
CEO
Phone
5408372790
Signed
2014-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Stieg Jr
Formed
2010
Legal Domicile
Va
Voting Board Members
12
Independent Board Members
12
Employees
6
Volunteers
40

Preparer

Preparer
Olivia a Hutton CPA
Phone
5406623417
Supplemental Narrative

Additional Explanations

Form 990, ,part XI, Line 1

“The foundation uses the modified cash basis of accounting.”

Form 990, Part XII, Line 2C

“No change from prior year.”

Financial Statement Notes

Schedule D, Part III, Line 1A

“To complete the museum cataloguing of all the historic objects and furnishings, and to archive and describe its large collection of historic photographs.”

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IRS990/PrincipalOfficerNm0ROBERT STIEG JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0FARM INCOME
IRS990/ProgramServiceRevenueGrp/Desc1EVENT INCOME
IRS990/ProgramServiceRevenueGrp/Desc2CREP INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt077137
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15164
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21077
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt077137
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15164
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21077
IRS990/ProgSrvcAccomActy2Grp/Desc0TO CONTINUE AND IMPROVE THE HISTORIC FARM, BY PREPARING A REVISED PLANTING PROGRAM TO BRING ITS PASTURES INTO BETTER CONDITION AND TO COMPLETE ITS INNOVATIVE ROTATIONAL GRAZING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0101019
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt089040
IRS990/ProgSrvcAccomActy3Grp/Desc0TO COMPLETE THE MUSEUM CATALOGUING OF ALL THE HISTORIC OBJECTS AND FURNISHINGS, AND TO ARCHIVE AND DESCRIBE ITS LARGE COLLECTION OF HISTORIC PHOTOGRAPHS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt085460
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt056661
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0301071
IRS990/PYOtherExpensesAmt0318385
IRS990/PYOtherRevenueAmt07058
IRS990/PYProgramServiceRevenueAmt042334
IRS990/PYRevenuesLessExpensesAmt056741
IRS990/PYSalariesCompEmpBnftPaidAmt031998
IRS990/PYTotalExpensesAmt0350383
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0407124
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt042800
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03573400
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03624796
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0121939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0107814
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt040648
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0270401
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt099453
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt0117497
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt041385
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt0258335
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0272697
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0301071
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0146513
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0720281
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0167859
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt05662
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt07058
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt04016
IRS990ScheduleA/OtherIncome170Grp/TotalAmt016736
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0528736
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0221392
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0225311
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt082033
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0528736
IRS990ScheduleA/TotalSupportAmt01265753
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/ScheduleBRequiredInd01
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt038316
IRS990ScheduleD/EquipmentGrp/DepreciationAmt034791
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt073107
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0246175
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt012580
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0258755
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0138787
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0138787
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02300
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SECURITY DEPOSITS
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO COMPLETE THE MUSEUM CATALOGUING OF ALL THE HISTORIC OBJECTS AND FURNISHINGS, AND TO ARCHIVE AND DESCRIBE ITS LARGE COLLECTION OF HISTORIC PHOTOGRAPHS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART III, LINE 1A
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0423278
IRS990ScheduleD/TotalLiabilityAmt02300
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION PROVIDES THE BOARD OF DIRECTORS WITH A COPY OF THE 990 TO REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO IMPLEMENT THIS POLICY, TRUSTEES WILL SUBMIT ANNUAL REPORTS AND WILL MAKE DISCLOSURES BEFORE ANY RELEVANT BOARD OR COMMITTEE ACTION. THESE REPORTS WILL BE REVIEWED BY THE TRUSTEES OF AN APPOINTED COMMITTEE OF TRUSTEES, WHICH WILL ATTEMPT TO RESOLVE ANY ACTUAL OR POTENTIAL CONFLICT(S) AND, IN THE ABSENCE OF RESOLUTION, REFER THE MATTER TO THE TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS REVIEWED BY THE BOARD OF DIRECTORS USING LOCAL NON-PROFIT DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION USES THE MODIFIED CASH BASIS OF ACCOUNTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO CHANGE FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, ,PART XI, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03888516
IRS990/TotalAssetsEOYAmt04072174
IRS990/TotalAssetsGrp/BOYAmt03888516
IRS990/TotalAssetsGrp/EOYAmt04072174
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt028730
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt099330
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0248337
IRS990/TotalFunctionalExpensesGrp/TotalAmt0347667
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012691
IRS990/TotalLiabilitiesEOYAmt019641
IRS990/TotalLiabilitiesGrp/BOYAmt012691
IRS990/TotalLiabilitiesGrp/EOYAmt019641
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03875825
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04052533
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0248337
IRS990/TotalProgramServiceRevenueAmt083378

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,072,174
Liabilities
$19,641
Net assets
$4,052,533
Revenue
$390,467
Expenses
$347,667
Net income
$42,800
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.93$0.02$3.91$0.09$0.35$0.26
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.51$0.03$4.48$0.27$0.36$0.09
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.40$0.03$4.37$0.22$0.37$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.03$4.30$0.51$0.34$0.17
2013Detailed filing. Detailed filing data is available for this year.$4.07$0.02$4.05$0.39$0.35$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.89$0.01$3.88$0.35