Civic Intelligence

The Clermont Foundation

990 • Fiscal year 2016 • EIN 27-3143754

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

Organization ProfileCLERMONTFARM.ORG
801 East Main StreetBerryville, VA 22611

(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.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

46th percentile

0.09x

Higher debt load relative to revenue than 46% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

4th percentile

-78%

Higher net margin than 4% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

51st percentile

$66,102

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 36.7% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

48th percentile

0.7%

Faster asset growth than 48% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

3rd percentile

-72%

Faster revenue growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$4,140,732

Up $68,558 (+1.7%) from 2013

Net Assets

Up

$4,125,026

Up $72,493 (+1.8%) from 2013

Liabilities

Down

$15,706

Down $3,935 (-20%) from 2013

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin4th percentile

Revenue

Down

$179,899

Down $210,568 (-54%) from 2013

Expenses

Down

$320,134

Down $27,533 (-7.9%) from 2013

Net Income

Down

-$140,235

Down $183,035 (-428%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth48th 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 2016: $4,140,732Liabilities 2016: $15,706Net Assets 2016: $4,125,0262016Assets 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

2016

Assets$4,140,732
Liabilities$15,706
Net Assets$4,125,026
Open 2016 Filing

Operations Trend

Revenue Growth3rd percentile

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 2016: $179,899Expenses 2016: $320,134Net Income 2016: -$140,2352016Revenue 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

2016

Revenue$179,899
Expenses$320,134
Net Income-$140,235
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Gross Receipts
$180,733
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$3,382,395$3,323,332▼ $59,063
Land, Buildings, and Equipment, Net$686,954$795,127▲ $108,173
Cash and Non-Interest-Bearing Accounts$41,482$22,273▼ $19,209
Total Assets$4,110,831$4,140,732▲ $29,901
Liabilities
Accounts Payable and Accrued Expenses$12,234$10,431▼ $1,803
Other Liabilities$26,375$5,275▼ $21,100
Total Liabilities$38,609$15,706▼ $22,903
Net Assets / Fund Balance
Unrestricted Net Assets$4,072,222$4,125,026▲ $52,804
Total Net Assets Fund Balance$4,072,222$4,125,026▲ $52,804
Total Liabilities and Net Assets / Fund Balance$4,110,831$4,140,732▲ $29,901

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$510,261$40,444$550,705
Other Land Buildings$219,250$3,747$222,997
Equipment$65,616$62,937$128,553
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert Stieg JrCEOFT$66,102$66,102

Board Members and Trustees

NameTitle
Joseph WhitehornePresident
John P LewisVice President
Chuck BishopTrustee
Clay BrumbackTrustee
Doug LawrenceTrustee
Jane AilesTrustee
Michael HobertTrustee
Norma JohnsonTrustee
Shannon MoeckTrustee
Timothy MayfieldTrustee
William StaplesTrustee
Tupper DorseyTreasurer/ Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$58,660
Program Service Revenue
$33,208
Investment Income
$86,350
Other Revenue
$1,681
All Other Contributions
$9,909
Change in Net Assets
$-140,235
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$177,599
Salaries, Compensation, and Employee Benefits$142,535
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$39,661$26,441-$66,102
Other Salaries and Wages$37,674$25,116-$62,790
Depreciation Depletion$20,581$5,145-$25,726
Fees for Service Investment Mgmnt Fees-$20,180-$20,180
Occupancy$8,589$2,147-$10,736
Fees for Services Accounting-$10,148-$10,148
Payroll Taxes$5,916$3,944-$9,860
Office Expenses$3,862$3,862-$7,724
Insurance$5,784$1,446-$7,230
Other Expenses$6,555--$6,555
Fees for Services Other$2,860$1,907-$4,767
Other Employee Benefits$2,270$1,513-$3,783
All Other Expenses$2,988$778-$3,766
Total Functional Expenses$217,507$102,627$0$320,134
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$5,275
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 11B

“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

Filer Name
The Clermont Foundation
EIN
27-3143754
Phone
5409550102
Address
801 EAST MAIN STREET, BERRYVILLE, VA 22611

Signing Officer

Name
Robert Stieg Jr
Title
CEO
Phone
5408372790
Signed
2017-05-12
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
3
Volunteers
198

Preparer

Firm
Yount Hyde & Barbour Pc
Address
PO BOX 2560, WINCHESTER, VA 22604-1760
Preparer
Olivia a Hutton CPA
Phone
5406623417
Supplemental Narrative

Additional Explanations

Form 990,part XII, 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.”

Raw XML AppendixShowing 400 of 477 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
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt012234
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt010431
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AllOtherContributionsAmt09909
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0778
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02988
IRS990/AllOtherExpensesGrp/TotalAmt03766
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROBERT STIEG JR
IRS990/BooksInCareOfDetail/PhoneNum05409550102
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0801 E MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0BERRYVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022611
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt041482
IRS990/CashNonInterestBearingGrp/EOYAmt022273
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd01
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt026441
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt039661
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt066102
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt058660
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt086350
IRS990/CYOtherExpensesAmt0177599
IRS990/CYOtherRevenueAmt01681
IRS990/CYProgramServiceRevenueAmt033208
IRS990/CYRevenuesLessExpensesAmt0-140235
IRS990/CYSalariesCompEmpBnftPaidAmt0142535
IRS990/CYTotalExpensesAmt0320134
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0179899
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt05145
IRS990/DepreciationDepletionGrp/ProgramServicesAmt020581
IRS990/DepreciationDepletionGrp/TotalAmt025726
IRS990/Desc0TO PRESERVE THE EIGHT HISTORIC BUILDINGS, THE COLLECTION OF HISTORICAL OBJECT AND FURNISHINGS, AND THE ARCHIVES, TO CONTINUE SCHOLARLY STUDY AND INCREASE PUBLIC ACCESS, AND TO COMPLETE A PLAN FOR THE LONG-TERM USE AND INTERPRETATION OF THE THIS STATE-OWNED SITE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt070852
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt010148
IRS990/FeesForServicesAccountingGrp/TotalAmt010148
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01907
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02860
IRS990/FeesForServicesOtherGrp/TotalAmt04767
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt020180
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt020180
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0JOSEPH WHITEHORNE
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN P LEWIS
IRS990/Form990PartVIISectionAGrp/PersonNm2TUPPER DORSEY
IRS990/Form990PartVIISectionAGrp/PersonNm3CLAY BRUMBACK
IRS990/Form990PartVIISectionAGrp/PersonNm4TIMOTHY MAYFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm5DOUG LAWRENCE
IRS990/Form990PartVIISectionAGrp/PersonNm6WILLIAM STAPLES
IRS990/Form990PartVIISectionAGrp/PersonNm7JANE AILES
IRS990/Form990PartVIISectionAGrp/PersonNm8NORMA JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm9CHUCK BISHOP
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHAEL HOBERT
IRS990/Form990PartVIISectionAGrp/PersonNm11SHANNON MOECK
IRS990/Form990PartVIISectionAGrp/PersonNm12ROBERT STIEG JR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1266102
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER/ SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02010
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-834
IRS990/GainOrLossGrp/SecuritiesAmt0410
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt048751
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0410
IRS990/GrossReceiptsAmt0180733
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01446
IRS990/InsuranceGrp/ProgramServicesAmt05784
IRS990/InsuranceGrp/TotalAmt07230
IRS990/InvestmentIncomeGrp/ExclusionAmt086774
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt086774
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0107128
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0686954
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0795127
IRS990/LandBldgEquipCostOrOtherBssAmt0902255
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0834
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt04072222
IRS990/NetAssetsOrFundBalancesEOYAmt04125026
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-424
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-424
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0193039
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02147
IRS990/OccupancyGrp/ProgramServicesAmt08589
IRS990/OccupancyGrp/TotalAmt010736
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03862
IRS990/OfficeExpensesGrp/ProgramServicesAmt03862
IRS990/OfficeExpensesGrp/TotalAmt07724
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01513
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02270
IRS990/OtherEmployeeBenefitsGrp/TotalAmt03783
IRS990/OtherExpensesGrp/Desc0FARM SERVICES
IRS990/OtherExpensesGrp/Desc1IMPROVEMENTS & MAINTENA
IRS990/OtherExpensesGrp/Desc2FARM SUPPLIES
IRS990/OtherExpensesGrp/Desc3COLLECTIONS STORAGE AND
IRS990/OtherExpensesGrp/ProgramServicesAmt055079
IRS990/OtherExpensesGrp/ProgramServicesAmt118083
IRS990/OtherExpensesGrp/ProgramServicesAmt27605
IRS990/OtherExpensesGrp/ProgramServicesAmt36555
IRS990/OtherExpensesGrp/TotalAmt055079
IRS990/OtherExpensesGrp/TotalAmt118083
IRS990/OtherExpensesGrp/TotalAmt27605
IRS990/OtherExpensesGrp/TotalAmt36555
IRS990/OtherLiabilitiesGrp/BOYAmt026375
IRS990/OtherLiabilitiesGrp/EOYAmt05275
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt01681
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01681
IRS990/OtherRevenueTotalAmt01681
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt025116
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt037674
IRS990/OtherSalariesAndWagesGrp/TotalAmt062790
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt03944
IRS990/PayrollTaxesGrp/ProgramServicesAmt05916
IRS990/PayrollTaxesGrp/TotalAmt09860
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROBERT STIEG JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0FARM INCOME
IRS990/ProgramServiceRevenueGrp/Desc1EDUCATION ACTIVITIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt033174
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt134
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt033174
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt134
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/ExpenseAmt0129754
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt034889
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/ExpenseAmt016901
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0251321
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0193806
IRS990/PYOtherExpensesAmt0228623
IRS990/PYOtherRevenueAmt05899
IRS990/PYProgramServiceRevenueAmt0193207
IRS990/PYRevenuesLessExpensesAmt0271108
IRS990/PYSalariesCompEmpBnftPaidAmt0144502
IRS990/PYTotalExpensesAmt0373125
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0644233
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-140235
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03382395
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03323332
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt049751
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt040496
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0140221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt093209
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt069824
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0393501
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt0224785
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus1YearAmt0275758
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus2YearsAmt094628
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus3YearsAmt099453
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt0117497
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt0812121
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt086774
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0193806
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0170589
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0272697
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0301071
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01024937
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0430426
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01681
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt05899
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt04864
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt05662
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt07058
IRS990ScheduleA/OtherIncome170Grp/TotalAmt025164
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.53450
IRS990ScheduleA/PublicSupportPY170Pct00.47670
IRS990ScheduleA/PublicSupportTotal170Amt01205622
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0274536
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0316254
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0234849
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0192662
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0187321
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01205622
IRS990ScheduleA/TotalSupportAmt02255723
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/BuildingsGrp/BookValueAmt0510261
IRS990ScheduleD/BuildingsGrp/DepreciationAmt040444
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0550705
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt065616
IRS990ScheduleD/EquipmentGrp/DepreciationAmt062937
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0128553
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0219250
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03747
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0222997
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05275
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/TotalBookValueLandBuildingsAmt0795127
IRS990ScheduleD/TotalLiabilityAmt05275
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 11B
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 XII, 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/TotalAssetsBOYAmt04110831
IRS990/TotalAssetsEOYAmt04140732

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,140,732
Liabilities
$15,706
Net assets
$4,125,026
Revenue
$179,899
Expenses
$320,134
Net income
-$140,235
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
2016Detailed filing. Detailed filing data is available for this year.$4.14$0.02$4.13$0.18$0.32$0.14
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