Civic Intelligence

Shenandoah Valley Westminster-Canterbury Foundation

990 • Fiscal year 2019 • EIN 47-4751000

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization ProfileSVWC.ORG
300 Westminster-canterbury DrWinchester, VA 22603

(540) 665-5923

Siviq Scores

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

Liabilities / Assets

17th percentile

0.02x

Higher debt load relative to assets than 17% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

100th percentile

182%

Higher net margin than 100% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

72nd percentile

$261,994

Higher top officer pay than 72% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

69th percentile

10%

Faster asset growth than 69% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets17th percentile

Assets

Flat

$10,118,871

Flat from 2019

Net Assets

Flat

$9,960,988

Flat from 2019

Liabilities

Flat

$157,883

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Flat

-$357,749

Flat from 2019

Expenses

Flat

$293,582

Flat from 2019

Net Income

Flat

-$651,331

Flat from 2019

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2017: $9,205,917Liabilities 2017: $260,601Net Assets 2017: $8,945,3162017Assets 2018: $9,182,784Liabilities 2018: $137,513Net Assets 2018: $9,045,2712018Assets 2019: $10,118,871Liabilities 2019: $157,883Net Assets 2019: $9,960,9882019Assets 2019: $10,118,871Liabilities 2019: $157,883Net Assets 2019: $9,960,9882019Assets 2020: $10,895,632Liabilities 2020: $75,595Net Assets 2020: $10,820,0372020Assets 2021: $12,026,015Liabilities 2021: $66,669Net Assets 2021: $11,959,3462021Assets 2022: $10,452,941Liabilities 2022: $214,348Net Assets 2022: $10,238,5932022Assets 2023: $12,329,440Liabilities 2023: $256,198Net Assets 2023: $12,073,2422023Assets 2024: $13,425,666Liabilities 2024: $258,863Net Assets 2024: $13,166,8032024

Highlighted filing

2019

Assets$10,118,871
Liabilities$157,883
Net Assets$9,960,988
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2017: $1,481,231Expenses 2017: $456,014Net Income 2017: $1,025,2172017Revenue 2018: $1,717,089Expenses 2018: $331,324Net Income 2018: $1,385,7652018Revenue 2019: -$357,749Expenses 2019: $293,582Net Income 2019: -$651,3312019Revenue 2019: -$357,749Expenses 2019: $293,582Net Income 2019: -$651,3312019Revenue 2020: $285,648Expenses 2020: $233,961Net Income 2020: $51,6872020Revenue 2021: $869,962Expenses 2021: $407,298Net Income 2021: $462,6642021Revenue 2022: $712,903Expenses 2022: $351,779Net Income 2022: $361,1242022Revenue 2023: $844,892Expenses 2023: $404,003Net Income 2023: $440,8892023Revenue 2024: $1,087,590Expenses 2024: $496,404Net Income 2024: $591,1862024

Highlighted filing

2019

Revenue-$357,749
Expenses$293,582
Net Income-$651,331
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$2,330,135
Mission and Program Overview

Mission

To provide support for older adults and the people who care for them, and to fund programs and services dedicated to improving well being.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,021,668$9,874,842▲ $1,853,174
Cash and Non-Interest-Bearing Accounts$1,150,316$243,029▼ $907,287
Pledges and Grants Receivable$10,800$1,000▼ $9,800
Total Assets$9,182,784$10,118,871▲ $936,087
Liabilities
Other Liabilities$98,174$121,530▲ $23,356
Accounts Payable and Accrued Expenses$39,339$36,353▼ $2,986
Total Liabilities$137,513$157,883▲ $20,370
Net Assets / Fund Balance
Net Assets With Donor Restrictions$7,118,318$7,821,651▲ $703,333
Net Assets Without Donor Restrictions$1,926,953$2,139,337▲ $212,384
Total Net Assets Fund Balance$9,045,271$9,960,988▲ $915,717
Total Liabilities and Net Assets / Fund Balance$9,182,784$10,118,871▲ $936,087

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$1,406,276-▼ $433,228-$973,048
2018$1,590,470-▼ $184,194-$1,406,276
2017-$1,448,936▲ $141,534-$1,590,470
Compensation and Service Providers
Top Officer Pay72nd percentile

Board Members and Trustees

NameTitle
Mr Harry SmithChairman
Dr Kathy GanskeBoard Member
Mr Blake CurtisBoard Member
Mr Charles McwilliamsBoard Member
Mr Peter GatesBoard Member
Mr Scott HarvardBoard Member
Mrs Kathy TagnesiBoard Member
Mrs Libba PendletonBoard Member
Mrs Marcia KeechBoard Member
Ms Gina HammondBoard Member
Mr Dennis McloughlinEx-offico Board Member
Mr Duane a Wernecke CPAEx-offico Board Member
Mrs Jeannie ShileyEx-offico Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$259,605
Program Service Revenue
$0
Investment Income
$-617,354
Other Revenue
$0
All Other Contributions
$259,605
Change in Net Assets
$-651,331
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$283,363
Other Expenses$10,219
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$283,363--$283,363
Other Expenses$10,219--$10,219
Total Functional Expenses$293,582$0$0$293,582
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Westminster Canterbury of Winchester IncWinchester, VA501(c)3See Part Iv$283,363
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
Due to Affiliate$121,530
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Once cliftonlarsonallen completes its work on the irs form 990, it submits a draft to the cfo, duane a. Wernecke. Mr. Wernecke reviews the form 990 and uploads a copy to the svwc foundation board portal and alerts board members that the return has been uploaded and is available to view. Foundation board members will be instructed to contact the cfo with any questions, comments or concerns that they may have prior to the filing of the form with the irs.”

Form 990, Part VI, Section B, Line 12C

“The policy is reviewed by the board members annually. If a conflict is found to exist, the affected board member is asked to abstain from serving.”

Form 990, Part VI, Section C, Line 18

“Annual disclosure through the state corporation commission”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Shenandoah Valley
EIN
47-4751000
Phone
5406655923
Address
300 WESTMINSTER-CANTERBURY DR, WINCHESTER, VA 22603

Signing Officer

Name
Gloria J Shiley
Title
President/CEO
Phone
5406655923
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gloria J Shiley
Formed
2015
Legal Domicile
Va
Voting Board Members
13
Independent Board Members
11
Employees
0
Volunteers
29

Preparer

Firm
Cliftonlarsonallen Llp
Address
227 WEST TRADE STREET SUITE 800, CHARLOTTE, NC 28202
Preparer
John Norman
Phone
7049985200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer from affiliate 37,311.”

Form 990, Part XII, Line 2C

“Oversight and selection process is unchanged from prior year.”

Financial Statement Notes

PART V, LINE 4:

“There are two endowments presently held by the foundation. The first endowment instructs the foundation that any income generated from the endowment is to be used for the fellowship fund of westminster canterbury of winchester, inc. The second endowment instructs the foundation that any income generated from the endowment is only to be used for the purchase and/or restoration of books for the library.”

PART X, LINE 2:

“The organization follows the income tax standard regarding the recognition and measurement of uncertain tax positions, which clarifies the accounting for uncertainty in income taxes recognized in an entity's consolidated financial statements and prescribes a recognition threshold and measurement principles for the consolidated financial statement recognition and measurement of tax positions taken or expected to be taken on a tax return that are not certain to be realized. Management has determined that it does not have any material uncertain tax positions as of december 31, 2019 or 2018.”

Raw XML AppendixShowing 400 of 515 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION SHALL HAVE THREE TRUSTEES WHO ARE DESIGNATED AS THE EX OFFICIO TRUSTEES WHICH ARE THE INDIVIDUALS WHO HOLD THE OFFICIAL POSITIONS OF PRESIDENT / CEO OF WESTMINSTER-CANTERBURY OF WINCHESTER, INC., CHIEF FINANCIAL OFFICER OF WESTMINSTER-CANTERBURY OF WINCHESTER, INC. AND CHAIR OF THE BOARD OF TRUSTEES OF WESTMINSTER-CANTERBURY OF WINCHESTER, INC. AN EX OFFICIO TRUSTEE SHALL HAVE THE RIGHT TO VOTE. AS LONG AS WESTMINSTER-CANTERBURY OF WINCHESTER, INC., IS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THE FOUNDATION SHALL NOT HAVE LESS THAN TWO AND NOT MORE THAN SIX TRUSTEES WHO ARE DESIGNATED AS THE APPOINTED TRUSTEES. THE APPOINTED TRUSTEES SHALL BE APPOINTED BY THE BOARD OF TRUSTEES OF WESTMINSTER-CANTERBURY OF WINCHESTER, INC.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART B, LINE 1
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0521266582
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0283363
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0WESTMINSTER CANTERBURY OF WINCHESTER INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0283363
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01406276
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0973048
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-433228
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01590470
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01406276
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-184194
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01448936
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01590470
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0141534
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0121530
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THERE ARE TWO ENDOWMENTS PRESENTLY HELD BY THE FOUNDATION. THE FIRST ENDOWMENT INSTRUCTS THE FOUNDATION THAT ANY INCOME GENERATED FROM THE ENDOWMENT IS TO BE USED FOR THE FELLOWSHIP FUND OF WESTMINSTER CANTERBURY OF WINCHESTER, INC. THE SECOND ENDOWMENT INSTRUCTS THE FOUNDATION THAT ANY INCOME GENERATED FROM THE ENDOWMENT IS ONLY TO BE USED FOR THE PURCHASE AND/OR RESTORATION OF BOOKS FOR THE LIBRARY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S CONSOLIDATED FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE CONSOLIDATED FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. MANAGEMENT HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2019 OR 2018.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt0121530
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0283363
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SEE PART IV
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WESTMINSTER CANTERBURY OF WINCHESTER INC
IRS990ScheduleI/RecipientTable/RecipientEIN0521266582
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0300 WESTMINSTER-CANTERBURY DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WINCHESTER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd022603
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION SUPPORTS WESTMINSTER CANTERBURY OF WINCHESTER ("WCW") PRIMARILY BY PROVIDING FINANCIAL ASSISTANCE TO THOSE RESIDENTS OF WCW THAT DEMONSTRATE FINANCIAL NEED, BY PROVIDNG SCHOLARSHIPS TO EMPLOYEES OR THEIR FAMILY MEMBERS, AND BY PROVIDING EMERGENCY ASSISTANCE TO EMPLOYEES. RESIDENTS DEMONSTRATE FINANCIAL NEED BY UPDATING A RESIDENTAL FINANCIAL INFORMATION FORM ANNUALLY. EMPLOYEES RECEIVING TUITION REIMBURSEMENT ARE REQUIRED TO SUBMIT VERIFICATION OF CLASSES AND THEIR RESPECTIVE GRADES IN THOSE CLASSES. SCHOLARSHIPS ARE AWARDED TO QUALIFYING EMPLOYEES OR THOSE MEMBERS OF AN EMPLOYEE'S FAMILY THAT WOULD QUALIFY FOR SCHOLARSHIP ASSISTANCE. LASTLY THE ORGANIZATION PROVIDES EMERGENCY ASSISTANCE TO EMPLOYEES, AS WELL AS OTHER SMALLER ASSISTANCE ITEMS, THROUGHOUT THE YEAR AS THE NEED ARISES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0221266
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1137368
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt022500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt115020
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt127241
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MRS JEANNIE SHILEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MR DUANE A WERNECKE CPA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EX-OFFICO BOARD MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EX-OFFICO BOARD MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1179629
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION FOR ALL SENIOR MANAGEMENT IS REVIEWED TO INDUSTRY STANDARDS ON AN ANNUAL BASIS. COMPENSATION FOR OTHER OFFICERS IS REVIEWED ANNUALLY BY THE CEO DURING THE ANNUAL EMPLOYEE REVIEW PROCESS. DOCUMENTATION OF THE DELIBERATION AND DECISION IS CONTAINED IN THE EMPLOYEE'S FILE.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ONCE CLIFTONLARSONALLEN COMPLETES ITS WORK ON THE IRS FORM 990, IT SUBMITS A DRAFT TO THE CFO, DUANE A. WERNECKE. MR. WERNECKE REVIEWS THE FORM 990 AND UPLOADS A COPY TO THE SVWC FOUNDATION BOARD PORTAL AND ALERTS BOARD MEMBERS THAT THE RETURN HAS BEEN UPLOADED AND IS AVAILABLE TO VIEW. FOUNDATION BOARD MEMBERS WILL BE INSTRUCTED TO CONTACT THE CFO WITH ANY QUESTIONS, COMMENTS OR CONCERNS THAT THEY MAY HAVE PRIOR TO THE FILING OF THE FORM WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE POLICY IS REVIEWED BY THE BOARD MEMBERS ANNUALLY. IF A CONFLICT IS FOUND TO EXIST, THE AFFECTED BOARD MEMBER IS ASKED TO ABSTAIN FROM SERVING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANNUAL DISCLOSURE THROUGH THE STATE CORPORATION COMMISSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRANSFER FROM AFFILIATE 37,311.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OVERSIGHT AND SELECTION PROCESS IS UNCHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$10,118,871
Liabilities
$157,883
Net assets
$9,960,988
Revenue
-$357,749
Expenses
$293,582
Net income
-$651,331
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$0.26$13.2$1.09$0.50$0.59
2023Summary only. Only limited summary data is available for this year.$12.3$0.26$12.1$0.84$0.40$0.44
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$0.21$10.2$0.71$0.35$0.36
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.0$0.07$12.0$0.87$0.41$0.46
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.9$0.08$10.8$0.29$0.23$0.05
2019Detailed filing. Detailed filing data is available for this year.$10.1$0.16$9.96$0.36$0.29$0.65
2019Summary only. Only limited summary data is available for this year.$10.1$0.16$9.96$0.36$0.29$0.65
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.18$0.14$9.05$1.72$0.33$1.39
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.21$0.26$8.95$1.48$0.46$1.03