Civic Intelligence

Alliance for the Shenandoah Valley

EIN 41-2233874 • 501(c)3 • New Market, VA

Pub. 78 Eligible990-N Coverage

Profile

Alliance for the shenandoah valley advocates, educates, and connects people to conserve the natural resources, cultural heritage, and rural character of our region.

PO Box 674New Market, VA 22844

shenandoahalliance.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

42nd percentile

0.03x

Higher debt load relative to assets than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

42nd percentile

0.04x

Higher debt load relative to revenue than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

65th percentile

$95,636

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

92nd percentile

65%

Faster asset growth than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

16%

Faster revenue growth than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$3,160,235

Up $1,244,659 (+65%) from 2023

Liabilities

Up

$100,769

Up $45,482 (+82%) from 2023

Net Assets

Up

$3,059,466

Up $1,199,177 (+64%) from 2023

Revenue

Up

$2,430,404

Up $336,861 (+16%) from 2023

Expenses

Up

$1,276,608

Up $174,281 (+16%) from 2023

Net Income

Up

$1,153,796

Up $162,580 (+16%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2018: $271,055Liabilities 2018: $25,169Net Assets 2018: $245,8862018Assets 2019: $521,489Liabilities 2019: $19,657Net Assets 2019: $501,8322019Assets 2020: $578,252Liabilities 2020: $29,791Net Assets 2020: $548,4612020Assets 2021: $830,791Liabilities 2021: $30,846Net Assets 2021: $799,9452021Assets 2022: $848,965Liabilities 2022: $34,266Net Assets 2022: $814,6992022Assets 2023: $1,915,576Liabilities 2023: $55,287Net Assets 2023: $1,860,2892023Assets 2024: $3,160,235Liabilities 2024: $100,769Net Assets 2024: $3,059,4662024

Highlighted filing

2024

Assets$3,160,235
Liabilities$100,769
Net Assets$3,059,466

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0Revenue 2018: $588,385Expenses 2018: $359,269Net Income 2018: $229,1162018Revenue 2019: $638,510Expenses 2019: $383,770Net Income 2019: $254,7402019Revenue 2020: $489,482Expenses 2020: $443,791Net Income 2020: $45,6912020Revenue 2021: $793,799Expenses 2021: $543,354Net Income 2021: $250,4452021Revenue 2022: $866,012Expenses 2022: $849,985Net Income 2022: $16,0272022Revenue 2023: $2,093,543Expenses 2023: $1,102,327Net Income 2023: $991,2162023Revenue 2024: $2,430,404Expenses 2024: $1,276,608Net Income 2024: $1,153,7962024

Highlighted filing

2024

Revenue$2,430,404
Expenses$1,276,608
Net Income$1,153,796

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 17, 2025
Return Version
2024v5.0
Gross Receipts
$2,430,404
Mission and Program Overview

Mission

Alliance for the shenandoah valley advocates, educates, and connects people to conserve the natural resources, cultural heritage, and rural character of our region.

Alliance for the shenandoah valley informs and engages people to protect the natural resources, cultural heritages, and rural character of our region.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$724,527$581,642▼ $142,885
Pledges and Grants Receivable$192,360$400,399▲ $208,039
Land, Buildings, and Equipment, Net$9,709$31,121▲ $21,412
Cash and Non-Interest-Bearing Accounts$6,061$6,209▲ $148
Prepaid Expenses and Deferred Charges$4,048$1,567▼ $2,481
Total Assets$1,915,576$3,160,235▲ $1,244,659
Other Assets Total$978,871$2,139,297▲ $1,160,426
Liabilities
Accounts Payable and Accrued Expenses$55,287$75,926▲ $20,639
Other Liabilities-$24,843-
Total Liabilities$55,287$100,769▲ $45,482
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,231,984$2,285,288▲ $1,053,304
Net Assets Without Donor Restrictions$628,305$774,178▲ $145,873
Total Net Assets Fund Balance$1,860,289$3,059,466▲ $1,199,177
Total Liabilities and Net Assets / Fund Balance$1,915,576$3,160,235▲ $1,244,659

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$23,645$21,919$45,564
Equipment$7,476$9,626$17,102
Other Assets Org$2,125--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$976,746$1,100,000▲ $94,380-$2,137,172
2023$7,973$900,000▲ $70,847-$976,746
2022$9,329-▼ $1,273-$7,973
2021$8,380-▲ $1,039-$9,329
2020$7,517-▲ $938-$8,380
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Katherine WoffordExecutive DiFT$92,846$2,790$95,636

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$2,349,393
Program Service Revenue
$0
Investment Income
$81,011
Other Revenue
$0
All Other Contributions
$1,610,238
Change in Net Assets
$1,153,796

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,421,308
Revenue Not Reported on Financial Statements
$9,096
Revenue Not Reported on Form 990
$45,381
Total Revenue per Audited Statements
$2,466,689
Total Revenue per Form 990
$2,430,404
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$701,310
Other Expenses$368,436
Grants and Similar Amounts Paid$206,862
Total Fundraising Expense$43,230
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$450,485$30,370$25,308$506,163
Grants to Domestic Orgs$176,901--$176,901
Current Officers, Directors, Trustees, and Key Employees$85,116$5,738$4,782$95,636
Office Expenses$37,070$3,156$5,772$45,998
Payroll Taxes$39,601$2,670$2,224$44,495
Other Employee Benefits$37,785$2,547$2,124$42,456
Travel$27,640$1,536$1,535$30,711
Grants to Domestic Individuals$29,961--$29,961
Occupancy$12,459$5,339-$17,798
Pension Plan Contributions$11,179$754$627$12,560
Conferences and Meetings$10,693$594$594$11,881
Fees for Services Accounting$9,308$490-$9,798
Fees for Service Investment Mgmnt Fees-$9,096-$9,096
Insurance$4,144$1,776-$5,920
Depreciation Depletion-$3,346-$3,346
Other Expenses$1,043$874$55$1,098
Information Technology$646$34-$680
Advertising$409-$21$430
Total Functional Expenses$1,153,536$79,842$43,230$1,276,608

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,276,608
Expenses per Audited Statements$1,267,512
Total Expenses per Audited Statements$1,267,512
Expenses Not Reported on Financial Statements$9,096
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Conservation LegacyDurango, CO-Conservation$40,000
Gap Valley FarmSwoope, VA501c3Conservation$36,100
Shenandoah Valley ConservancyStaunton, VA501c3Conservation$18,400
Cedar Heights Farm LLCRockingham, VA501c3Conservation$10,555
Shenandoah Valley Black HeritageHarrisonburg, VA501c3Conservation$10,000
Hesed Hill LLCTimberville, VA-Conservation$9,426
Friends of the Shenandoah RiverWinchester, VA-Conservation$8,862
Chesapeake Bay FoundationAnnapolis, MD-Conservation$7,178
Shenandoah Valley Soil & WaterHarrisonburg, VA-Conservation$6,868
Twin Creek Farm LLCRockingham, VA-Conservation$5,764
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
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Lisa Anne HawkinsDirectorLegal ServicesNo$645
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$24,843
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is prepared by staff with the assistance of an independent cpa, reviewed by the organization's executive director and the executive committee of the board of directors, and then made available to the full board of directors prior to being filed with the internal revenue service.

Form 990, Page 6, Part VI, Line 12C

All board members are required to disclose potential conflicts of interest each year when they complete the annual conflict of interest form. The governance committee reviews any potential conflicts and, if necessary, brings them to the full board for discussion. In addition, prospective new board members are vetted by the governance committee and staff before being asked to join the board. New board members receive a board member orientation prior to their first board meeting where they become familiar with the organization's policies and procedures, including the conflict of interest policy.

Form 990, Page 6, Part VI, Line 15A

The compensation for the executive director is determined by the board's executive committee and approved by the board as part of the budgeting process. Salary surveys for nonprofit conservation organizations and pay scales for similar organizations in the region are consulted in determining the organization's staff salaries.

Form 990, Page 6, Part VI, Line 15B

The compensation for other employees' salaries is recommended by the executive director, reviewed by the executive committee, and approved by the board as part of the budgeting process. Salary surveys for nonprofit conservation organizations and pay scales for similar organizations in the region are consulted in determining the organization's staff salaries.

Form 990, Page 6, Part VI, Line 19

Governing documents of the organization are made available to the public upon request of, and approval by, management and the board of directors.

Filing and Contact Details

Filer

Filer Name
Alliance for the Shenandoah Valley
EIN
41-2233874
Phone
5409083914
Address
PO BOX 674, NEW MARKET, VA 22844

Signing Officer

Name
Carolyn Long
Title
Chair
Phone
5409083914
Signed
2025-10-17

Organization Details

Principal Officer
Carolyn Long
Formed
2008
Voting Board Members
11
Independent Board Members
11
Employees
10
Volunteers
11

Preparer

Firm
Robinson Farmer Cox Associates
Address
10 HEDGEROW DR, STAUNTON, VA 24401
Preparer
Saidee Begoon
Phone
5402487300
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

Alliance for the shenandoah valley envisions a shenandoah valley sustained by farms and forests, clean streams, and rivers, and thriving communities. The alliance's mission is to inform and engage people to protect the natural resources, cultural heritages, and rural character of our region. Virginia's shenandoah valley is one of our nation's most iconic landscapes, rich in extraordinary natural and historic resources deserving of protection. With headwaters on the one-million-acre george washington national forest lands to the west and shenandoah national park to the east, the shenandoah river provides clean drinking water to washington dc. The valley's streams and rivers also supply water that is the lifeblood for our local farming economy, and they support thriving outdoor recreation and tourism sectors. Our service area covers six counties in the valley - augusta, frederick, page, rockingham, shenandoah, and warren - and the cities and towns within. We do the important work outlined in our mission by promoting land use and transportation policies that respect the valley's natural and cultural resources and communities, fostering land and water conservation through projects and programs that ensure clean and plentiful water, protected farm and forest land and preserved cultural resources, supporting economic development that is in keeping with the valley's unique character and resources, cultivating an active, educated, and informed public, and mobilizing citizens on regional issues of importance. Visit our website, shenandoahalliance.org, to meet our dedicated board and staff and follow our current work.

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The endowment fund held with shenandoah community foundation is intended to provide income for future periods to help further the alliance's program accomplishments in shenandoah county. The legacy fund held with the community foundation of the central blue ridge is intended to provide a consistent and steady base of annual operating funds to support alliance's conservation mission and to honor the wishes of its donor that the contributions are to be administered in perpetuity to the benefit of the alliance.

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IRS990/Desc0ALLIANCE FOR THE SHENANDOAH VALLEY ENVISIONS A SHENANDOAH VALLEY SUSTAINED BY FARMS AND FORESTS, CLEAN STREAMS, AND RIVERS, AND THRIVING COMMUNITIES. THE ALLIANCE'S MISSION IS TO INFORM AND ENGAGE PEOPLE TO PROTECT THE NATURAL RESOURCES, CULTURAL HERITAGES, AND RURAL CHARACTER OF OUR REGION. VIRGINIA'S SHENANDOAH VALLEY IS ONE OF OUR NATION'S MOST ICONIC LANDSCAPES, RICH IN EXTRAORDINARY NATURAL AND HISTORIC RESOURCES DESERVING OF PROTECTION. WITH HEADWATERS ON THE ONE-MILLION-ACRE GEORGE WASHINGTON NATIONAL FOREST LANDS TO THE WEST AND SHENANDOAH NATIONAL PARK TO THE EAST, THE SHENANDOAH RIVER PROVIDES CLEAN DRINKING WATER TO WASHINGTON DC. THE VALLEY'S STREAMS AND RIVERS ALSO SUPPLY WATER THAT IS THE LIFEBLOOD FOR OUR LOCAL FARMING ECONOMY, AND THEY SUPPORT THRIVING OUTDOOR RECREATION AND TOURISM SECTORS. OUR SERVICE AREA COVERS SIX COUNTIES IN THE VALLEY - AUGUSTA, FREDERICK, PAGE, ROCKINGHAM, SHENANDOAH, AND WARREN - AND THE CITIES AND TOWNS WITHIN. WE DO THE IMPORTANT WORK OUTLINED IN OUR MISSION BY PROMOTING LAND USE AND TRANSPORTATION POLICIES THAT RESPECT THE VALLEY'S NATURAL AND CULTURAL RESOURCES AND COMMUNITIES, FOSTERING LAND AND WATER CONSERVATION THROUGH PROJECTS AND PROGRAMS THAT ENSURE CLEAN AND PLENTIFUL WATER, PROTECTED FARM AND FOREST LAND AND PRESERVED CULTURAL RESOURCES, SUPPORTING ECONOMIC DEVELOPMENT THAT IS IN KEEPING WITH THE VALLEY'S UNIQUE CHARACTER AND RESOURCES, CULTIVATING AN ACTIVE, EDUCATED, AND INFORMED PUBLIC, AND MOBILIZING CITIZENS ON REGIONAL ISSUES OF IMPORTANCE. VISIT OUR WEBSITE, SHENANDOAHALLIANCE.ORG, TO MEET OUR DEDICATED BOARD AND STAFF AND FOLLOW OUR CURRENT WORK.
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