Civic Intelligence

Frederick County Educational Foundation

990 • Fiscal year 2023 • EIN 52-1396772

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 21, 2024

Organization Profilewww.fceducationfoundation.org
1415 Amherst StreetWinchester, VA 22601

(540) 662-3889

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

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

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

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

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

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

Top Officer Pay

45th percentile

$38,500

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 15.6% of source-year revenue.

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

Asset Growth

41st percentile

1.5%

Faster asset growth than 41% of similar nonprofits.

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

Revenue Growth

82nd percentile

46%

Faster revenue growth than 82% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,128,664

Up $31,018 (+1.5%) from 2022

Net Assets

Up

$2,127,793

Up $37,985 (+1.8%) from 2022

Liabilities

Down

$871

Down $6,967 (-89%) from 2022

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin79th percentile

Revenue

Up

$247,203

Up $78,090 (+46%) from 2022

Expenses

Up

$183,020

Up $32,302 (+21%) from 2022

Net Income

Up

$64,183

Up $45,788 (+249%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $782,370Liabilities 2011: $0Net Assets 2011: $782,3702011Assets 2012: $780,472Liabilities 2012: $0Net Assets 2012: $780,4722012Assets 2013: $974,190Liabilities 2013: $0Net Assets 2013: $974,1902013Assets 2014: $1,129,243Liabilities 2014: $0Net Assets 2014: $1,129,2432014Assets 2015: $1,168,263Liabilities 2015: $926Net Assets 2015: $1,167,3372015Assets 2016: $1,248,892Liabilities 2016: $924Net Assets 2016: $1,247,9682016Assets 2017: $1,773,943Liabilities 2017: $925Net Assets 2017: $1,773,0182017Assets 2018: $1,669,148Liabilities 2018: $871Net Assets 2018: $1,668,2772018Assets 2019: $1,898,146Liabilities 2019: $871Net Assets 2019: $1,897,2752019Assets 2020: $2,036,675Liabilities 2020: $871Net Assets 2020: $2,035,8042020Assets 2021: $2,157,684Liabilities 2021: $871Net Assets 2021: $2,156,8132021Assets 2022: $2,097,646Liabilities 2022: $7,838Net Assets 2022: $2,089,8082022Assets 2023: $2,128,664Liabilities 2023: $871Net Assets 2023: $2,127,7932023Assets 2024: $2,217,656Liabilities 2024: $871Net Assets 2024: $2,216,7852024

Highlighted filing

2023

Assets$2,128,664
Liabilities$871
Net Assets$2,127,793
Open 2023 Filing

Operations Trend

Revenue Growth82nd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $269,662Expenses 2011: $75,791Net Income 2011: $193,8712011Revenue 2012: $122,878Expenses 2012: $124,776Net Income 2012: -$1,8982012Revenue 2013: $371,059Expenses 2013: $177,341Net Income 2013: $193,7182013Revenue 2014: $254,848Expenses 2014: $99,795Net Income 2014: $155,0532014Revenue 2015: $202,848Expenses 2015: $164,754Net Income 2015: $38,0942015Revenue 2016: $176,283Expenses 2016: $95,653Net Income 2016: $80,6302016Revenue 2017: $571,034Expenses 2017: $136,552Net Income 2017: $434,4822017Revenue 2018: $31,948Expenses 2018: $136,689Net Income 2018: -$104,7412018Revenue 2019: $368,086Expenses 2019: $139,088Net Income 2019: $228,9982019Revenue 2020: $267,449Expenses 2020: $128,920Net Income 2020: $138,5292020Revenue 2021: $150,331Expenses 2021: $150,860Net Income 2021: -$5292021Revenue 2022: $169,113Expenses 2022: $150,718Net Income 2022: $18,3952022Revenue 2023: $247,203Expenses 2023: $183,020Net Income 2023: $64,1832023Revenue 2024: $322,662Expenses 2024: $233,670Net Income 2024: $88,9922024

Highlighted filing

2023

Revenue$247,203
Expenses$183,020
Net Income$64,183
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 21, 2024
Return Version
2023v5.0
Gross Receipts
$264,532
Mission and Program Overview

Mission

Strengthen secondary education opportunities

Strengthen secondary education opportunities through scholarships and grants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,089,808$2,127,793▲ $37,985
Investments Other Securities$2,093,360$2,121,770▲ $28,410
Savings and Temporary Cash Investments$4,286$6,894▲ $2,608
Total Assets$2,097,646$2,128,664▲ $31,018
Liabilities
Accounts Payable and Accrued Expenses$7,838$871▼ $6,967
Total Liabilities$7,838$871▼ $6,967
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,089,808$2,127,793▲ $37,985
Total Liabilities and Net Assets / Fund Balance$2,097,646$2,128,664▲ $31,018

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,121,770--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$2,091,185$162,659▼ $9,511-$2,121,770
2022$2,018,374$114,327▲ $4,035-$2,091,185
2021$1,933,991$72,465▲ $42,266-$2,018,374
2020$1,843,151$72,320▲ $138,274$15,858$1,933,991
2019$1,607,610$52,606▲ $264,338-$1,843,151
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Mary P NordhamExecutive DirectorFT$38,500$38,500

Board Members and Trustees

NameTitle
Lorri IdenPresident
Carolyn WilliamsVice President
Christie JettDirector
Daniel SnappDirector
George HummerDirector
James AngeloDirector
Kate ChappellDirector
Kristen AndersonDirector
Mark StiversDirector
Melissa YoungbloodDirector
Kate MullenTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$166,105
Program Service Revenue
$0
Investment Income
$56,446
Other Revenue
$24,652
All Other Contributions
$166,105
Change in Net Assets
$64,183
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$122,563
Salaries, Compensation, and Employee Benefits$41,445
Total Fundraising Expense$20,722
Other Expenses$19,012
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$122,563--$122,563
Current Officers, Directors, Trustees, and Key Employees$19,250-$19,250$38,500
Fees for Service Investment Mgmnt Fees$11,311--$11,311
Office Expenses$2,727$2,727-$5,454
Payroll Taxes$1,473-$1,472$2,945
Insurance-$2,222-$2,222
Other Expenses-$25-$25
Total Functional Expenses$157,324$4,974$20,722$183,020
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$46,818
Fundraising Direct Expenses$17,329
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Murdfer Mystery$46,818$46,818-$46,818
Total Events$46,818$46,818$17,329$29,489
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section C, Line 19

“Form 990 Part VI Section C Line 19 All governing documents, conflict of interest policy and financial statements are available to the public in the office of Mary Nordham, located at 1415 Amherst Street, WInchester, VA 22601”

Filing and Contact Details

Filer

Filer Name
Frederick County Educational Foundation
EIN
52-1396772
Phone
5406623889
Address
1415 AMHERST STREET, WINCHESTER, VA 22601

Signing Officer

Name
Kate Chappell
Title
Treasurer
Phone
5406623889
Signed
2024-04-21
Discuss with paid preparer
Yes

Organization Details

Formed
1984
Legal Domicile
Va
Voting Board Members
14
Independent Board Members
14
Employees
1

Preparer

Firm
Richard E Howett CPA
Address
317 Dogwood Rd, Winchester, VA 22602
Preparer
Richard E Howett
Phone
5406675560
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IRS990ScheduleA/PublicSupportCY170Pct00.70440
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt052606
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01843151
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IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02121770
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/OtherSecuritiesGrp/Desc2ENDOWMENT PORTFOLIO MANAGED BY BANK OF CLARKE COUNTY
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IRS990ScheduleD/TotalBookValueSecuritiesAmt02121770
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt017329
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MURDFER MYSTERY
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0103875
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt118688
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1CLASSROOM GRANTS
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt121
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IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 Part VI Section C Line 19 All governing documents, conflict of interest policy and financial statements are available to the public in the office of Mary Nordham, located at 1415 Amherst Street, WInchester, VA 22601
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section C, Line 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalEmployeeCnt01
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04974
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0183020
IRS990/TotalGrossUBIAmt00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,128,664
Liabilities
$871
Net assets
$2,127,793
Revenue
$247,203
Expenses
$183,020
Net income
$64,183
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.32$0.23$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.25$0.18$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.10$0.01$2.09$0.17$0.15$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.15$0.15$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.27$0.13$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.37$0.14$0.23
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.03$0.14$0.10
2017Summary only. Only limited summary data is available for this year.$1.77$0.00$1.77$0.57$0.14$0.43
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.18$0.10$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.20$0.16$0.04
2014Summary only. Only limited summary data is available for this year.$1.13$0.00$1.13$0.25$0.10$0.16
2013Summary only. Only limited summary data is available for this year.$0.97$0.00$0.97$0.37$0.18$0.19
2012Summary only. Only limited summary data is available for this year.$0.78$0.00$0.78$0.12$0.12$0.00
2011Summary only. Only limited summary data is available for this year.$0.78$0.00$0.78$0.27$0.08$0.19