Civic Intelligence

The Clermont Foundation

990 • Fiscal year 2019 • EIN 27-3143754

Jan 01, 2019 to Dec 31, 2019 • Filed on May 08, 2020

Organization Profileclermontfarm.org
151 Clermont LaneBerryville, VA 22611

(540) 955-0102

Siviq Scores

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

Liabilities / Assets

26th percentile

0.01x

Higher debt load relative to assets than 26% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

44th percentile

0.06x

Higher debt load relative to revenue than 44% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

85th percentile

33%

Higher net margin than 85% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$73,138

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 14.3% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

64th percentile

8.7%

Faster asset growth than 64% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

83rd percentile

34%

Faster revenue growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$4,332,293

Up $260,119 (+6.4%) from 2013

Net Assets

Up

$4,300,251

Up $247,718 (+6.1%) from 2013

Liabilities

Up

$32,042

Up $12,401 (+63%) from 2013

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin85th percentile

Revenue

Up

$510,241

Up $119,774 (+31%) from 2013

Expenses

Down

$342,180

Down $5,487 (-1.6%) from 2013

Net Income

Up

$168,061

Up $125,261 (+293%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth64th 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

2019

Assets$4,332,293
Liabilities$32,042
Net Assets$4,300,251
Open 2019 Filing

Operations Trend

Revenue Growth83rd 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 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

2019

Revenue$510,241
Expenses$342,180
Net Income$168,061
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 8, 2020
Return Version
2019v5.1
Gross Receipts
$1,200,403
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 plantation 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$2,951,066$2,925,980▼ $25,086
Land, Buildings, and Equipment, Net$871,980$1,208,569▲ $336,589
Inventories for Sale or Use$101,519$107,500▲ $5,981
Savings and Temporary Cash Investments$41,838$60,607▲ $18,769
Cash and Non-Interest-Bearing Accounts$20,316$29,637▲ $9,321
Total Assets$3,986,719$4,332,293▲ $345,574
Liabilities
Unsecured Notes Loans Payable$13,500$16,160▲ $2,660
Accounts Payable and Accrued Expenses$13,248$11,507▼ $1,741
Other Liabilities$2,675$4,375▲ $1,700
Total Liabilities$29,423$32,042▲ $2,619
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,957,296$4,300,251▲ $342,955
Total Net Assets Fund Balance$3,957,296$4,300,251▲ $342,955
Total Liabilities and Net Assets / Fund Balance$3,986,719$4,332,293▲ $345,574

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$574,155$86,397$660,552
Leasehold Improvements$361,873$25,251$387,124
Other Land Buildings$152,389$4,087$156,476
Equipment$120,152$35,515$155,667
Land$0--
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert W Stieg JrCEOFT$73,138$73,138

Board Members and Trustees

NameTitle
Joseph WhitehornePresident
John P LewisVice President
Carol SullivanTrustee
Chuck BishopTrustee
Clay BrumbackTrustee
Doug LawrenceTrustee
Michael HobertTrustee
Norma JohnsonTrustee
Shannon MoeckTrustee
Timothy MayfieldTrustee
Tupper DorseyTrustee
Jane AilesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$116,601
Program Service Revenue
$65,612
Investment Income
$250,360
Other Revenue
$77,668
All Other Contributions
$5,856
Change in Net Assets
$168,061
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$222,382
Salaries, Compensation, and Employee Benefits$119,798
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$37,872$73,138$0$111,010
Occupancy$45,711$0$0$45,711
Depreciation Depletion$41,756$1,895$0$43,651
Fees for Service Investment Mgmnt Fees$0$18,016$0$18,016
Fees for Services Accounting$0$11,800$0$11,800
Other Expenses$10,781$0$0$10,781
Insurance$1,240$8,978$0$10,218
Payroll Taxes$2,887$5,901$0$8,788
Office Expenses$0$7,589$0$7,589
Information Technology$0$5,264$0$5,264
Fees for Services Management$0$4,450$0$4,450
Interest$2,608$0$0$2,608
Advertising$0$2,267$0$2,267
Fees for Services Legal$0$1,379$0$1,379
Total Functional Expenses$201,503$140,677$0$342,180
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$4,375
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 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
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
151 Clermont Lane, Berryville, VA 22611

Signing Officer

Name
Robert W Stieg Jr
Title
CEO
Phone
5409550102
Signed
2020-05-08
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
2
Volunteers
61

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/MissionDesc0The Foundation promotes public engagement with agriculture, history, and historic preservation using the cultural landscape of Clermont Farm & the history of all the peoples associated with it, Native Americans, Africans and Europeans, who have raised and harvested crops and animals on it and created its social, economic, and military history. The Foundation's educational, research and demonstration programs are developed in partnership with Clermont Farm's owner, the Virginia Department of Historic Resources, and with local and regional partner organizations, including Virginia Tech, the Clarke County, VA Public Schools, and the Josephine School Community Museum and African American Cultural Center.
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IRS990/PrincipalOfficerNm0Robert W Stieg Jr
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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 and documentation of the buildings. In 2019 the Foundation completed partial dismantling of the large south porch across the 1775 house and 1788 dining building in preparation for major repairs, including completing analysis and documentation of the structure. Archaeology in and around the 1803 Smokehouse, in preparation for repairs, was completed, including the discovery of the unusually large original stone-lined fire pit, four feet in diameter. A plan was prepared for and approved by Clermont's Archaeological Advisory Committee for the archeological survey and permanent documentation of the site of the 1917 bank barn and 1849 corn crib, destroyed in the November 2018 fire. The project to complete a Phase 1 archaeological survey of Clermont's fields (330 acres) to initially identify and protect underground historic resources moved forward with its second field (#2), in which the remains of a previously unknown, possibly mid-to-late 18th century dwelling were identified and are now protected from agricultural use. The trenching for 1.3 miles of waterlines for animal waterers were archaeologically monitored and documented.
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IRS990/ProgSrvcAccomActy3Grp/Desc0HISTORY: The Foundation conducts research and education 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. The long-term Phase 1 archaeology survey program mentioned above also supports these research and educational projects. In 2019 the Foundation presented the results of the Smokehouse archaeology project at several professional conferences. It conducted school programs for all Clarke County students studying Virginia history on the subjects of slavery, historical research based on archaeology, and the preservation of historic structures. Numerous members of the Archeological Society of Virginia (ASV) and other members of the public volunteered for work on the various projects under professional supervision, and several volunteers were mentored for the Archaeological Technician certification program of the ASV. An intial GIS map of the site was developed, which will become a basis for public education.
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,332,293
Liabilities
$32,042
Net assets
$4,300,251
Revenue
$510,241
Expenses
$342,180
Net income
$168,061
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
2019Detailed filing. Detailed filing data is available for this year.$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