Civic Intelligence

The Clermont Foundation

990 • Fiscal year 2023 • EIN 27-3143754

Jan 01, 2023 to Dec 31, 2023 • Filed on Jan 26, 2024

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

25th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

39th percentile

0.04x

Higher debt load relative to revenue than 39% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

31st percentile

-4.3%

Higher net margin than 31% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

50th percentile

4.4%

Faster asset growth than 50% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

286%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$4,104,009

Up $173,489 (+4.4%) from 2022

Net Assets

Up

$4,090,214

Up $175,934 (+4.5%) from 2022

Liabilities

Down

$13,795

Down $2,445 (-15%) from 2022

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin31st percentile

Revenue

Up

$328,687

Up $243,628 (+286%) from 2022

Expenses

Down

$342,856

Down $4,025 (-1.2%) from 2022

Net Income

Up

-$14,169

Up $247,653 (+95%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth50th 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: $3,914,2802022Assets 2023: $4,104,009Liabilities 2023: $13,795Net Assets 2023: $4,090,2142023

Highlighted filing

2023

Assets$4,104,009
Liabilities$13,795
Net Assets$4,090,214
Open 2023 Filing

Operations Trend

Revenue Growth97th 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: -$261,8222022Revenue 2023: $328,687Expenses 2023: $342,856Net Income 2023: -$14,1692023

Highlighted filing

2023

Revenue$328,687
Expenses$342,856
Net Income-$14,169
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jan 26, 2024
Return Version
2023v5.0
Gross Receipts
$1,196,484
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,567,085$2,781,940▲ $214,855
Land, Buildings, and Equipment, Net$1,224,932$1,177,556▼ $47,376
Inventories for Sale or Use$76,570$93,313▲ $16,743
Savings and Temporary Cash Investments$4,925$46,275▲ $41,350
Pledges and Grants Receivable$37,266$0▼ $37,266
Cash and Non-Interest-Bearing Accounts$19,742$4,925▼ $14,817
Total Assets$3,930,520$4,104,009▲ $173,489
Liabilities
Accounts Payable and Accrued Expenses$9,081$9,170▲ $89
Other Liabilities$4,625$4,625→ $0
Unsecured Notes Loans Payable$2,534$0▼ $2,534
Total Liabilities$16,240$13,795▼ $2,445
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,914,280$4,090,214▲ $175,934
Total Net Assets Fund Balance$3,914,280$4,090,214▲ $175,934
Total Liabilities and Net Assets / Fund Balance$3,930,520$4,104,009▲ $173,489

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$507,872$151,942$659,814
Leasehold Improvements$443,266$178,727$621,993
Other Land Buildings$152,988$4,088$157,076
Equipment$73,430$78,776$152,206
Land$0-$0
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Carol SullivanPresident
Lisa CookeVice President
Chuck BishopTrustee
Erin O'NeillTrustee
Jonathan NoyalesTrustee
Lisa MurphyTrustee
Mia FranklinTrustee
Michael HobertTrustee
Norma JohnsonTrustee
Philip ShenkTrustee
Wendy DorseyTrustee
Robert W Stieg JrCEO
Tom JudgeSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$20,606
Program Service Revenue
$74,976
Investment Income
$237,718
Other Revenue
$-4,613
All Other Contributions
$861
Change in Net Assets
$-14,169
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$180,237
Salaries, Compensation, and Employee Benefits$162,619
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$81,535$33,893$0$115,428
Depreciation Depletion$68,731$1,710$0$70,441
Other Salaries and Wages$35,635$0$0$35,635
Occupancy$25,081$0$0$25,081
Fees for Service Investment Mgmnt Fees$0$15,884$0$15,884
Fees for Services Accounting$450$12,682$0$13,132
Payroll Taxes$8,963$2,593$0$11,556
Other Expenses$5,350$0$0$5,350
Insurance$4,592$0$0$4,592
Information Technology$3,003$1,000$0$4,003
Office Expenses$1,549$516$0$2,065
Interest$440$0$0$440
Total Functional Expenses$274,578$68,278$0$342,856
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$4,625
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
2024-01-26
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
48

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/OtherExpensesGrp/Desc2Farm Livestock expenses
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IRS990/PrincipalOfficerNm0Robert W Stieg Jr
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IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgSrvcAccomActy2Grp/Desc0HISTORIC PRESERVATION: The Foundation demonstrates best historic preservation practices and conducts education programs about them for special interest groups, 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 2023, plans were completed and federal and state reviews conducted for the $472,000 National Park Service grant to rehabilitate the Owner House, the Smokehouse, and the Dairy/Springhouse, with archaeology and work scheduled for 2024. Groundhog/raccoon protections added for Slave Quarter. Cemetery landscaping improved.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt040818
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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 and research materials related to the farm, and collections of historic furnishings, objects, and archaelogical materials. All are available to external researchers. In 2023 The Foundation assisted with the publicatin of "Clarke County, Virginia: History Through Architecture" by Maral Kalbian, a 319-page key local research tool, including Clermont's historic buildings. A major research discovery in the Library of Congress was the original Survey Warrant for Clermont, pushing settlement back from 1750 to 1744.
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,104,009
Liabilities
$13,795
Net assets
$4,090,214
Revenue
$328,687
Expenses
$342,856
Net income
-$14,169
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$4.10$0.01$4.09$0.33$0.34$0.01
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
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