Civic Intelligence

The Clermont Foundation

990 • Fiscal year 2017 • EIN 27-3143754

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

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

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

55th percentile

0.13x

Higher debt load relative to revenue than 55% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

25th percentile

-6.1%

Higher net margin than 25% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$70,299

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 22.6% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

57th percentile

5.6%

Faster asset growth than 57% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

73%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$4,371,250

Up $299,076 (+7.3%) from 2013

Net Assets

Up

$4,330,768

Up $278,235 (+6.9%) from 2013

Liabilities

Up

$40,482

Up $20,841 (+106%) from 2013

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin25th percentile

Revenue

Down

$311,297

Down $79,170 (-20%) from 2013

Expenses

Down

$330,142

Down $17,525 (-5.0%) from 2013

Net Income

Down

-$18,845

Down $61,645 (-144%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth57th 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 2017: $4,371,250Liabilities 2017: $40,482Net Assets 2017: $4,330,7682017Assets 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

2017

Assets$4,371,250
Liabilities$40,482
Net Assets$4,330,768
Open 2017 Filing

Operations Trend

Revenue Growth90th 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 2017: $311,297Expenses 2017: $330,142Net Income 2017: -$18,8452017Revenue 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

2017

Revenue$311,297
Expenses$330,142
Net Income-$18,845
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Gross Receipts
$430,969
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.

To promote public engagement in agriculture, history, and historic preservation through education, research and demonstration programs using the landscape of the 18th century plantaion at clermont farm in the shenandoah valley of virginia, owned by the virginia dept. Of historic resources.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities-$3,449,493-
Land, Buildings, and Equipment, Net$795,127$728,309▼ $66,818
Inventories for Sale or Use-$95,069-
Savings and Temporary Cash Investments$3,323,332$67,584▼ $3,255,748
Cash and Non-Interest-Bearing Accounts$22,273$30,795▲ $8,522
Total Assets$4,140,732$4,371,250▲ $230,518
Liabilities
Unsecured Notes Loans Payable-$26,000-
Accounts Payable and Accrued Expenses$10,431$10,207▼ $224
Other Liabilities$5,275$4,275▼ $1,000
Total Liabilities$15,706$40,482▲ $24,776
Net Assets / Fund Balance
Unrestricted Net Assets$4,125,026$4,330,768▲ $205,742
Total Net Assets Fund Balance$4,125,026$4,330,768▲ $205,742
Total Liabilities and Net Assets / Fund Balance$4,140,732$4,371,250▲ $230,518

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$506,740$54,646$561,386
Other Land Buildings$156,951$5,044$161,995
Equipment$64,618$69,714$134,332
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert W Stieg JrCEOFT$70,299$70,299

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$56,952
Program Service Revenue
$43,650
Investment Income
$210,484
Other Revenue
$211
All Other Contributions
$4,204
Change in Net Assets
$-18,845
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$212,854
Salaries, Compensation, and Employee Benefits$117,288
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$49,209$21,090$0$70,299
Other Salaries and Wages$26,243$10,126$0$36,369
Depreciation Depletion$26,993$1,316$0$28,309
Fees for Service Investment Mgmnt Fees$0$20,569$0$20,569
Fees for Services Accounting$0$11,550$0$11,550
All Other Expenses$10,898$0$0$10,898
Occupancy$9,216$0$0$9,216
Payroll Taxes$6,135$2,538$0$8,673
Insurance$5,256$2,574$0$7,830
Office Expenses$5,385$2,308$0$7,693
Advertising$4,850$0$0$4,850
Fees for Services Management$0$4,190$0$4,190
Other Expenses$3,599$0$0$3,599
Other Employee Benefits$1,377$570$0$1,947
Interest$1,014$0$0$1,014
Conferences and Meetings$446$0$0$446
Total Functional Expenses$253,311$76,831$0$330,142
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$4,275
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
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 W Stieg Jr
Title
CEO
Phone
5409550102
Signed
2018-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert W Stieg Jr
Formed
2010
Legal Domicile
Va
Voting Board Members
12
Independent Board Members
12
Employees
4
Volunteers
59

Preparer

Firm
Katherine F Funkhouser CPA
Address
1504 Earle Road, Charles Town, WV 25414-5476
Preparer
Katherine F Funkhouser
Phone
3047251040
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The Foundation provides the Board of Directors with a copy of the 990 to review prior to filing.”

Pt VI, 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 reviewd by the trustees of an appointed committee of trustees, who will attempt to resolve any actual or potential conflict(s) and, in the absence of resolution, refer the matter to the trustees.”

Pt VI, Line 15A

“Compensation is reviewed by the Board of Directors using local non-profit data.”

Pt VI, Line 19

“The Foundation makes its governing documents, conflict of interest policy, and financial statements available upon request.”

Pt XII, Line 1

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

Pt XII, Line 2C

“No change from prior year.”

Financial Statement Notes

Pt III, Line 4

“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/MoreThan5000KToOrgInd0false
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01377
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01947
IRS990/OtherExpensesGrp/Desc0Farm Services
IRS990/OtherExpensesGrp/Desc1Improvements & Maintenance
IRS990/OtherExpensesGrp/Desc2Farm Supplies
IRS990/OtherExpensesGrp/Desc3Collections & Storage
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IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt039996
IRS990/OtherExpensesGrp/ProgramServicesAmt131157
IRS990/OtherExpensesGrp/ProgramServicesAmt231537
IRS990/OtherExpensesGrp/ProgramServicesAmt33599
IRS990/OtherExpensesGrp/TotalAmt039996
IRS990/OtherExpensesGrp/TotalAmt131157
IRS990/OtherExpensesGrp/TotalAmt231537
IRS990/OtherExpensesGrp/TotalAmt33599
IRS990/OtherLiabilitiesGrp/BOYAmt05275
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt010126
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt026243
IRS990/OtherSalariesAndWagesGrp/TotalAmt036369
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02538
IRS990/PayrollTaxesGrp/ProgramServicesAmt06135
IRS990/PayrollTaxesGrp/TotalAmt08673
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ROBERT W STIEG JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Farm Income
IRS990/ProgramServiceRevenueGrp/Desc1Education Activities
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt043079
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1571
IRS990/ProgSrvcAccomActy2Grp/Desc0HISTORIC PRESERVATION: THE FOUNDATION DEMONSTRATES BEST HISTORIC PRESERVATION PRACTICES AND CONDUCTS EDUCATION PROGRAMS ABOUT THEM FOR SPECIAL INTEREST GROUPS, UNIVERSITY STUDENTS, AND THE GENERAL PUBLIC, USING THE DOZEN HISTORIC BUILDINGS (18TH AND 19TH CENTURIES) ABOVE GROUND. REHABILITATION OF AND REPAIRS TO HISTORIC BUILDINGS ARE USED NOT ONLY AS ACTIVE OPPORTUNITIES FOR DEMONSTRATIONS OF BEST PRACTICES AND APPROPRIATE TECHNOLOGIES, BUT ALSO TO CONDUCT FURTHER RESEARCH ON THE BUILDINGS. IN 2
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0161984
IRS990/ProgSrvcAccomActy3Grp/Desc0HISTORY: THE FOUNDATION CONDUCTS REEARCH AND EDUATION PROGRAMS RELATED TO THE HISTORY OF THE FARM, ITS REGIONAL AND ECONOMIC TIES, AND THE PEOPLE WHO HAVE LIVED AND WORKED THERE. THE FOUNDATION MAINTAINS ARCHIVES OF FAMILY PAPERS RELATED TO THE FARM AND COLLECTIONS OF HISTORIC FURNISHINGS AND OBJECTS. A LONG-TERM ARCHAEOLOGY PROGRAM IN PARTNERSHIP WITH JAMES MADISON UNIVERSITY IS SURVEYING NOT ONLY THE ESTIMATED FOURTEEN BUILDINGS NO LONGER ABOVE GROUND, BUT ALSO ALL 360 ACRES OF THE SITE (EVIDE
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt08895
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0571
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt058660
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt086350
IRS990/PYOtherExpensesAmt0177599
IRS990/PYOtherRevenueAmt01681
IRS990/PYProgramServiceRevenueAmt033208
IRS990/PYRevenuesLessExpensesAmt0-140235
IRS990/PYSalariesCompEmpBnftPaidAmt0142535
IRS990/PYTotalExpensesAmt0320134
IRS990/PYTotalRevenueAmt0179899
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-18845
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt0211
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt043079
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03323332
IRS990/SavingsAndTempCashInvstGrp/EOYAmt067584
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt052748
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt049751
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt040496
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0140221
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt093209
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0376425
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0272697
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt04864
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt05662
IRS990ScheduleA/OtherIncome170Grp/TotalAmt018106
IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportCY509Pct00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0234849
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0192662
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01276805
IRS990ScheduleA/TotalSupportAmt02105604
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0506740
IRS990ScheduleD/BuildingsGrp/DepreciationAmt054646
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0561386
IRS990ScheduleD/EquipmentGrp/BookValueAmt064618
IRS990ScheduleD/EquipmentGrp/DepreciationAmt069714
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0134332
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0156951
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt05044
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0161995
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04275
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Security Deposits
IRS990ScheduleD/SolicitedAssetsSaleInd0false
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/FormAndLineReferenceDesc0Pt III, Line 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0728309
IRS990ScheduleD/TotalLiabilityAmt04275
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Foundation provides the Board of Directors with a copy of the 990 to review prior to filing.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,371,250
Liabilities
$40,482
Net assets
$4,330,768
Revenue
$311,297
Expenses
$330,142
Net income
-$18,845
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
2017Detailed filing. Detailed filing data is available for this year.$4.37$0.04$4.33$0.31$0.33$0.02
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