Civic Intelligence

Frederick County Educational Foundation

990 • Fiscal year 2024 • EIN 52-1396772

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 15, 2025

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

20th percentile

0.00x

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

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

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

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

Net Margin

79th percentile

28%

Higher net margin than 79% of similar nonprofits.

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

Top Officer Pay

45th percentile

$38,500

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 11.9% of source-year revenue.

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

Asset Growth

50th percentile

4.2%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

74th percentile

31%

Faster revenue growth than 74% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$2,217,656

Up $88,992 (+4.2%) from 2023

Net Assets

Up

$2,216,785

Up $88,992 (+4.2%) from 2023

Liabilities

Flat

$871

Flat from 2023

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin79th percentile

Revenue

Up

$322,662

Up $75,459 (+31%) from 2023

Expenses

Up

$233,670

Up $50,650 (+28%) from 2023

Net Income

Up

$88,992

Up $24,809 (+39%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth50th 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

2024

Assets$2,217,656
Liabilities$871
Net Assets$2,216,785
Open 2024 Filing

Operations Trend

Revenue Growth74th 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

2024

Revenue$322,662
Expenses$233,670
Net Income$88,992
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 15, 2025
Return Version
2024v5.1
Gross Receipts
$342,671
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$2,127,793$2,216,785▲ $88,992
Investments Other Securities$2,121,770$2,209,167▲ $87,397
Savings and Temporary Cash Investments$6,894$8,489▲ $1,595
Total Assets$2,128,664$2,217,656▲ $88,992
Liabilities
Accounts Payable and Accrued Expenses$871$871→ $0
Total Liabilities$871$871→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,127,793$2,216,785▲ $88,992
Total Liabilities and Net Assets / Fund Balance$2,128,664$2,217,656▲ $88,992

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,209,167--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$2,121,770$68,114▲ $191,590-$2,209,167
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
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
Kate ChappellVice President
Daniel SnappDirector
George HummerDirector
John LamannaDirector
Judi GreathouseDirector
Kristen AndersonDirector
Lashante KnightDirector
Mark StiversDirector
Melissa YoungbloodDirector
Sarah MurphyDirector
Kate MullenTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$98,495
Program Service Revenue
$0
Investment Income
$83,493
Other Revenue
$140,674
All Other Contributions
$98,495
Change in Net Assets
$88,992
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$172,307
Salaries, Compensation, and Employee Benefits$41,446
Total Fundraising Expense$20,723
Other Expenses$19,917
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$172,307--$172,307
Current Officers, Directors, Trustees, and Key Employees$19,250-$19,250$38,500
Fees for Service Investment Mgmnt Fees$12,670--$12,670
Office Expenses$2,775$2,775-$5,550
Payroll Taxes$1,473-$1,473$2,946
Insurance-$1,697-$1,697
Total Functional Expenses$208,475$4,472$20,723$233,670
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$52,586
Fundraising Direct Expenses$20,009
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Murder Mystery$52,586$52,586-$52,586
Total Events$52,586$52,586$20,009$32,577
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
2025-04-15
Discuss with paid preparer
Yes

Organization Details

Formed
1984
Legal Domicile
Va
Voting Board Members
14
Independent Board Members
14
Employees
0

Preparer

Firm
Richard E Howett CPA
Address
317 Dogwood Rd, Winchester, VA 22602
Preparer
Richard E Howett
Phone
5406675560
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IRS990/ProfessionalFundraisingInd0true
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0166105
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0122563
IRS990/PYInvestmentIncomeAmt056446
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt019012
IRS990/PYOtherRevenueAmt024652
IRS990/PYRevenuesLessExpensesAmt064183
IRS990/PYSalariesCompEmpBnftPaidAmt041445
IRS990/PYTotalExpensesAmt0183020
IRS990/PYTotalRevenueAmt0247203
IRS990/QuidProQuoContributionsInd0false
IRS990/QuidProQuoContriDisclInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt088992
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt098495
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02127793
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02216785
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06894
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08489
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt098495
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0166105
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0128516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt090561
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0104971
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0588648
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt083493
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt056446
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04035
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt042287
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt073394
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0259655
IRS990ScheduleA/PublicSupportCY170Pct00.69390
IRS990ScheduleA/PublicSupportPY170Pct00.70440
IRS990ScheduleA/PublicSupportTotal170Amt0588648
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt098495
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0166105
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0128516
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt090561
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0104971
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0588648
IRS990ScheduleA/TotalSupportAmt0848303
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/ScheduleBRequiredInd0false
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02121770
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt068114
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02209167
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0172307
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0191590
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02091185
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0162659
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02121770
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0122563
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-9511
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt02018374
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0114327
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02091185
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt045551
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04035
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01933991
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt072465
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02018374
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt030348
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt042266
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01843151
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt072320
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01933991
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt0103896
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0138274
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt015858
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02209167
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/OtherSecuritiesGrp/Desc2ENDOWMENT PORTFOLIO MANAGED BY BANK OF CLARKE COUNTY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/TotalBookValueSecuritiesAmt02209167
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020009
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0MURDER MYSTERY
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt020009
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt020009
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt052586
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt052586
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt052586
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt052586
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032577
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0150909
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt121399
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1CLASSROOM GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt069
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt123
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990ScheduleJ/RebuttablePresumptionProcInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0false
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,217,656
Liabilities
$871
Net assets
$2,216,785
Revenue
$322,662
Expenses
$233,670
Net income
$88,992
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