Civic Intelligence

Shenandoah Valley Westminster-Canterbury Foundation

990 • Fiscal year 2024 • EIN 47-4751000

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 14, 2025

Organization ProfileWWW.SVWC.ORG
300 Westminster-canterbury DriveWinchester, VA 22603

(540) 665-5923

Siviq Scores

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

Liabilities / Assets

20th percentile

0.02x

Higher debt load relative to assets than 20% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.24x

Higher debt load relative to revenue than 51% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

90th percentile

54%

Higher net margin than 90% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$422,651

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 38.9% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

62nd percentile

8.9%

Faster asset growth than 62% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

77th percentile

29%

Faster revenue growth than 77% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$13,425,666

Up $1,096,226 (+8.9%) from 2023

Net Assets

Up

$13,166,803

Up $1,093,561 (+9.1%) from 2023

Liabilities

Up

$258,863

Up $2,665 (+1.0%) from 2023

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin90th percentile

Revenue

Up

$1,087,590

Up $242,698 (+29%) from 2023

Expenses

Up

$496,404

Up $92,401 (+23%) from 2023

Net Income

Up

$591,186

Up $150,297 (+34%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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 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

2024

Assets$13,425,666
Liabilities$258,863
Net Assets$13,166,803
Open 2024 Filing

Operations Trend

Revenue Growth77th percentile

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 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

2024

Revenue$1,087,590
Expenses$496,404
Net Income$591,186
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$2,605,820
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.

Supporting programming resources and other support to westminster-canterbury of winchester, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,081,744$12,985,023▲ $903,279
Cash and Non-Interest-Bearing Accounts$247,696$440,643▲ $192,947
Total Assets$12,329,440$13,425,666▲ $1,096,226
Liabilities
Accounts Payable and Accrued Expenses$188,327$235,653▲ $47,326
Other Liabilities$67,871$23,210▼ $44,661
Total Liabilities$256,198$258,863▲ $2,665
Net Assets / Fund Balance
Net Assets With Donor Restrictions$9,586,743$10,577,350▲ $990,607
Net Assets Without Donor Restrictions$2,486,499$2,589,453▲ $102,954
Total Net Assets Fund Balance$12,073,242$13,166,803▲ $1,093,561
Total Liabilities and Net Assets / Fund Balance$12,329,440$13,425,666▲ $1,096,226

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,777,998-▲ $178,440-$1,895,482
2023$1,580,065-▲ $197,933-$1,777,998
2022$1,868,343-▼ $288,278-$1,580,065
2021$1,692,784-▲ $175,559-$1,868,343
2020$1,574,058-▲ $118,726-$1,692,784
Compensation and Service Providers
Top Officer Pay88th percentile

Board Members and Trustees

NameTitle
Mrs Kathy TagnesiChair
Gina HammondBoard Member
Harry SmithBoard Member
Marcia KeechBoard Member
Mr Charles McwilliamsBoard Member
Mrs Marie ImohBoard Member
Rev Dan MccoigBoard Member
Richard EisenstaedtBoard Member
Susan KageyBoard Member
Mr Duane a Wernecke CPAEx-officio Board Member
Mrs Gloria J ShileyEx-officio Board Member
Revenue and Support

Revenue Composition

Contributions and Grants
$388,730
Program Service Revenue
$0
Investment Income
$698,860
Other Revenue
$0
All Other Contributions
$387,030
Change in Net Assets
$591,186
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$453,639
Other Expenses$42,765
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$406,664--$406,664
Grants to Domestic Individuals$46,975--$46,975
Fees for Service Investment Mgmnt Fees-$42,366-$42,366
Office Expenses-$399-$399
Total Functional Expenses$453,639$42,765$0$496,404
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Westminster Canterbury of Winchester IncWinchester, VA501(c)(3)Provide Financial Assistance to Residents of Svwc in All Three Levels of Care$392,327
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$23,210
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 baker tilly advisory group, lp completes its work on the irs form 990, it submits a draft to the cfo who reviews and uploads a copy to the board portal and alerts the board members it is available to view. Foundation board members are instructed to contact the cfo with any questions, comments or concerns that they may have prior to 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 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 Westminster-canterbury
EIN
47-4751000
Phone
5406655923
Address
300 WESTMINSTER-CANTERBURY DRIVE, WINCHESTER, VA 22603

Signing Officer

Name
Duane a Wernecke
Title
Chief Financial Officer
Phone
5406655923
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Duane a Wernecke
Formed
2015
Legal Domicile
Va
Voting Board Members
11
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda
Phone
7177404863
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfers to affiliate -94,859.”

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.”

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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/SupportNonSupportedOrgInd01
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/ExplanationTxt1SHENANDOAH VALLEY WESTMINSETER CANTERDURY FOUNDATION SUPPORTED AREA TAX-EXEMPT ENTITIES THAT HAVE MISSIONS SIMILAR TO THAT OF ITS SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION B, LINE 1:
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PART IV, LINE 6:
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0521266582
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0392327
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SHENANDOAH VALLEY WESTMINSTER CANTERBURY OF WINCHESTER INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0392327
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01777998
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01895482
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt060956
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0178440
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01580065
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01777998
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0197933
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01868343
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01580065
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-288278
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01692784
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01868343
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0175559
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01574058
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01692784
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0118726
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt023210
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
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/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt023210
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt020503
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt124472
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt22000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIP FUND
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1EMPLOYEE EMERGENCY FUND
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2NURSING SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt020
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt116
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt21
IRS990ScheduleI/RecipientTable/CashGrantAmt0392327
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE FINANCIAL ASSISTANCE TO RESIDENTS OF SVWC IN ALL THREE LEVELS OF CARE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0WESTMINSTER CANTERBURY OF WINCHESTER INC
IRS990ScheduleI/RecipientTable/RecipientEIN0521266582
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0300 WESTMINISTER CANTERBURY DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WINCHESTER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd022603
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0COST
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION SUPPORTS SHENANDOAH VALLEY WESTMINSTER CANTERBURY ("SVWC") PRIMARILY BY PROVIDING FINANCIAL ASSISTANCE TO THOSE RESIDENTS OF SVWC THAT DEMONSTRATE FINANCIAL NEED, BY PROVIDING SCHOLARSHIPS TO EMPLOYEES OR THEIR FAMILY MEMBERS, AND BY PROVIDING EMERGENCY ASSISTANCE TO EMPLOYEES. RESIDENTS DEMONSTRATE FINANCIAL NEED BY UPDATING A RESIDENTIAL 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/ExplanationTxt1THE PURPOSE OF THE GRANTS WERE TO FINANCE SEVERAL PROGRAMS BENEFITTING RESIDENTS OF SVWC IN ALL THREE LEVELS OF CARE. ADDITIONALLY, FINANCIAL ASSISTANCE IS PROVIDED TO RESIDENTS OF WESTMINSTER-CANTERBURY OF WINCHESTER THAT DEMONSTRATE FINANCIAL NEED. SCHOLARSHIPS ARE ALSO AVAILABLE FOR ELIGIBLE EMPLOYEES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE I, PART II, LINE 1:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt058999
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt124038
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0306501
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1203054
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt010350
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt110350
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt035817
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt142538
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt010984
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0MRS GLORIA J SHILEY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1MR DUANE A WERNECKE CPA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EX-OFFICIO BOARD MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1EX-OFFICIO BOARD MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0422651
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1279980
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0COMPENSATION IS PAID BY A RELATED ORGANIZATION. COMPENSATION 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
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ONCE BAKER TILLY ADVISORY GROUP, LP COMPLETES ITS WORK ON THE IRS FORM 990, IT SUBMITS A DRAFT TO THE CFO WHO REVIEWS AND UPLOADS A COPY TO THE BOARD PORTAL AND ALERTS THE BOARD MEMBERS IT IS AVAILABLE TO VIEW. FOUNDATION BOARD MEMBERS ARE INSTRUCTED TO CONTACT THE CFO WITH ANY QUESTIONS, COMMENTS OR CONCERNS THAT THEY MAY HAVE PRIOR TO 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/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRANSFERS TO AFFILIATE -94,859.
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 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,425,666
Liabilities
$258,863
Net assets
$13,166,803
Revenue
$1,087,590
Expenses
$496,404
Net income
$591,186
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
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