Civic Intelligence

The Clermont Foundation

990 • Fiscal year 2021 • EIN 27-3143754

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 11, 2022

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

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

52nd percentile

0.10x

Higher debt load relative to revenue than 52% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

7th percentile

-33%

Higher net margin than 7% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

57th percentile

$73,198

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 27.2% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

34th percentile

2.6%

Faster asset growth than 34% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

59th percentile

21%

Faster revenue growth than 59% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$4,507,976

Up $112,873 (+2.6%) from 2020

Net Assets

Up

$4,480,064

Up $110,920 (+2.5%) from 2020

Liabilities

Up

$27,912

Up $1,953 (+7.5%) from 2020

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin7th percentile

Revenue

Up

$269,383

Up $46,347 (+21%) from 2020

Expenses

Down

$357,334

Down $14,690 (-3.9%) from 2020

Net Income

Up

-$87,951

Up $61,037 (+41%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2021

Assets$4,507,976
Liabilities$27,912
Net Assets$4,480,064
Open 2021 Filing

Operations Trend

Revenue Growth59th 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

2021

Revenue$269,383
Expenses$357,334
Net Income-$87,951
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 11, 2022
Return Version
2021v4.1
Gross Receipts
$1,263,735
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$2,862,021$3,055,879▲ $193,858
Land, Buildings, and Equipment, Net$1,354,197$1,301,925▼ $52,272
Inventories for Sale or Use$90,521$85,221▼ $5,300
Pledges and Grants Receivable$10,000$37,266▲ $27,266
Cash and Non-Interest-Bearing Accounts$65,963$16,451▼ $49,512
Savings and Temporary Cash Investments$12,401$11,234▼ $1,167
Total Assets$4,395,103$4,507,976▲ $112,873
Liabilities
Accounts Payable and Accrued Expenses$9,553$16,019▲ $6,466
Unsecured Notes Loans Payable$11,866$7,328▼ $4,538
Other Liabilities$4,540$4,565▲ $25
Total Liabilities$25,959$27,912▲ $1,953
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,369,144$4,480,064▲ $110,920
Total Net Assets Fund Balance$4,369,144$4,480,064▲ $110,920
Total Liabilities and Net Assets / Fund Balance$4,395,103$4,507,976▲ $112,873

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$533,606$118,888$652,494
Leasehold Improvements$514,701$103,652$618,353
Other Land Buildings$152,989$4,087$157,076
Equipment$100,629$53,248$153,877
Land$0-$0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert W Stieg JrCEOFT$73,198$73,198

Board Members and Trustees

NameTitle
Doug LawrencePresident
Norma JohnsonVice President
Carol SullivanTrustee
Chuck BishopTrustee
Clay BrumbackTrustee
Jonathan NoyalesTrustee
Lisa CookeTrustee
Mia FranklinTrustee
Michael HobertTrustee
Timothy MayfieldTrustee
Tupper DorseyTrustee
Tom JudgeSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$57,501
Program Service Revenue
$21,077
Investment Income
$160,054
Other Revenue
$30,751
All Other Contributions
$23,500
Change in Net Assets
$-87,951
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$218,984
Salaries, Compensation, and Employee Benefits$138,350
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$78,912$32,939$0$111,851
Depreciation Depletion$70,281$0$0$70,281
Occupancy$30,166$0$0$30,166
All Other Expenses$27,965$0$0$27,965
Fees for Service Investment Mgmnt Fees$0$17,771$0$17,771
Other Salaries and Wages$16,667$0$0$16,667
Fees for Services Accounting$0$10,950$0$10,950
Payroll Taxes$7,312$2,520$0$9,832
Other Expenses$8,400$0$0$8,400
Insurance$5,335$1,940$0$7,275
Office Expenses$1,813$1,813$0$3,626
Information Technology$1,803$1,803$0$3,606
Interest$540$0$0$540
Total Functional Expenses$287,598$69,736$0$357,334
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$4,565
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
2022-03-11
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
40

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.”

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/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 2021, social media programs were expanded, two historic cess pits were identified and documented. On-site tours and archaeological field work continued to be suspended due to the pandemic. Inventorying of all archaeological reports was systematized. Preparation of renewal of Conservation Reserve programs along creek and wetlands.
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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 education objectives. In 2021, a video was made for school students in lieu of the annual visit by all County 4th graders to illustrate and promote discussion about historic preservation, archaeology, and the life of enslaved people on plantations. Genealogical research on owners and their extended families continued,a basis for information about people enslaved at Clermont and developing new material for website.
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,507,976
Liabilities
$27,912
Net assets
$4,480,064
Revenue
$269,383
Expenses
$357,334
Net income
-$87,951
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
2021Detailed filing. Detailed filing data is available for this year.$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