Civic Intelligence

The Clermont Foundation

990 • Fiscal year 2020 • EIN 27-3143754

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 26, 2021

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

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

46th percentile

0.12x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

6th percentile

-67%

Higher net margin than 6% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

57th percentile

$74,198

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 33.3% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

37th percentile

1.4%

Faster asset growth than 37% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

6th percentile

-56%

Faster revenue growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$4,395,103

Up $62,810 (+1.4%) from 2019

Net Assets

Up

$4,369,144

Up $68,893 (+1.6%) from 2019

Liabilities

Down

$25,959

Down $6,083 (-19%) from 2019

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin6th percentile

Revenue

Down

$223,036

Down $287,205 (-56%) from 2019

Expenses

Up

$372,024

Up $29,844 (+8.7%) from 2019

Net Income

Down

-$148,988

Down $317,049 (-189%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth37th 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

2020

Assets$4,395,103
Liabilities$25,959
Net Assets$4,369,144
Open 2020 Filing

Operations Trend

Revenue Growth6th 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

2020

Revenue$223,036
Expenses$372,024
Net Income-$148,988
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 26, 2021
Return Version
2020v4.1
Gross Receipts
$1,020,863
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$2,925,980$2,862,021▼ $63,959
Land, Buildings, and Equipment, Net$1,208,569$1,354,197▲ $145,628
Inventories for Sale or Use$107,500$90,521▼ $16,979
Cash and Non-Interest-Bearing Accounts$29,637$65,963▲ $36,326
Savings and Temporary Cash Investments$60,607$12,401▼ $48,206
Pledges and Grants Receivable-$10,000-
Total Assets$4,332,293$4,395,103▲ $62,810
Liabilities
Unsecured Notes Loans Payable$16,160$11,866▼ $4,294
Accounts Payable and Accrued Expenses$11,507$9,553▼ $1,954
Other Liabilities$4,375$4,540▲ $165
Total Liabilities$32,042$25,959▼ $6,083
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,300,251$4,369,144▲ $68,893
Total Net Assets Fund Balance$4,300,251$4,369,144▲ $68,893
Total Liabilities and Net Assets / Fund Balance$4,332,293$4,395,103▲ $62,810

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$550,133$102,361$652,494
Leasehold Improvements$549,026$63,884$612,910
Other Land Buildings$152,389$4,087$156,476
Equipment$102,649$39,261$141,910
Land$0-$0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert W Stieg JrCEOFT$74,198$74,198

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
Revenue and Support

Revenue Composition

Contributions and Grants
$94,509
Program Service Revenue
$72,694
Investment Income
$55,540
Other Revenue
$293
All Other Contributions
$5,996
Change in Net Assets
$-148,988
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$250,594
Salaries, Compensation, and Employee Benefits$121,430
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$79,412$33,389$0$112,801
Depreciation Depletion$64,073$769$0$64,842
All Other Expenses$60,269$0$0$60,269
Occupancy$25,999$0$0$25,999
Fees for Service Investment Mgmnt Fees$0$16,131$0$16,131
Other Expenses$14,224$0$0$14,224
Fees for Services Accounting$0$11,175$0$11,175
Payroll Taxes$6,075$2,554$0$8,629
Insurance$4,129$3,840$0$7,969
Office Expenses$2,531$2,532$0$5,063
Information Technology$2,014$2,014$0$4,028
Interest$788$0$0$788
Fees for Services Legal$0$125$0$125
Total Functional Expenses$299,495$72,529$0$372,024
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$4,540
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
2021-04-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert W Stieg Jr
Formed
2010
Legal Domicile
Va
Voting Board Members
11
Independent Board Members
11
Employees
2
Volunteers
44

Preparer

Firm
Katherine F Funkhouser CPA
Address
1504 Earle Road, Charles Town, WV 25414
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.”

Form 990, Part IX, Line 24E

“Farm Livestock Expenses 60269. 60269. 0. 0.”

Financial Statement Notes

Pt III, Line 4

“Elizabeth Rust Williams, who created The Clermont Foundation at her death in 2004 to oversee a program of education, research, and demonstration at Clermont Farm (1750), also bequeathed to the Foundation the historic Shenandoah Valley home's furnishings and family archives. These are added to from time to time by gifts of related materials. The purpose of maintaining and adding to these materials includes their use in engaging the public with regional history, their use for scholarly and artistic research, and their preservation as permanent witnesses to the past.”

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IRS990/OtherExpensesGrp/Desc2Farm Supplies/Maintenance
IRS990/OtherExpensesGrp/Desc3Education Services
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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 and the archaeological resources being protected underground. 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 2020 due to the pandemic on-site in-person tours and demonstrations were suspended. A draft long-term Archaeological Management Plan for the entire site was developed, Virtual tour technology was researched and our social media presence expanded.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt043387
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
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 education objectives. In 2020 due to the pandemic, on-site tours and archaeological field work were suspended. Research in the archives, on the farm's relationship to the 18th century Atlantic wheat trade, and a project on the historical boundaries continued, including preparations for physical addition to the site of a state historical roadbed.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,395,103
Liabilities
$25,959
Net assets
$4,369,144
Revenue
$223,036
Expenses
$372,024
Net income
-$148,988
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
2020Detailed filing. Detailed filing data is available for this year.$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