Civic Intelligence

Shenandoah Valley Inc

990 • Fiscal year 2020 • EIN 54-0377467

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 12, 2020

PO Box 261Luray, VA 22835

(540) 742-3454

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Net Margin

28th percentile

-12%

Higher net margin than 28% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)6 • <$500k nonprofits • Source year 2020

Asset Growth

23rd percentile

-14%

Faster asset growth than 23% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

38th percentile

-30%

Faster revenue growth than 38% of similar nonprofits.

2020 filings • 501(c)6 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$72,468

Down $11,925 (-14%) from 2019

Net Assets

Down

$72,468

Down $11,925 (-14%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$99,425

Down $42,134 (-30%) from 2019

Expenses

Down

$111,350

Down $22,463 (-17%) from 2019

Net Income

Down

-$11,925

Down $19,671 (-254%) from 2019

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $310,345Liabilities 2011: $113,805Net Assets 2011: $196,5402011Assets 2012: $326,513Liabilities 2012: $108,990Net Assets 2012: $217,5232012Assets 2013: $316,237Liabilities 2013: $102,104Net Assets 2013: $214,1332013Assets 2014: $309,693Liabilities 2014: $98,624Net Assets 2014: $211,0692014Assets 2015: $277,925Liabilities 2015: $93,394Net Assets 2015: $184,5312015Assets 2016: $97,706Liabilities 2016: $0Net Assets 2016: $97,7062016Assets 2017: $93,864Liabilities 2017: $0Net Assets 2017: $93,8642017Assets 2018: $76,647Liabilities 2018: $0Net Assets 2018: $76,6472018Assets 2019: $84,393Liabilities 2019: $0Net Assets 2019: $84,3932019Assets 2020: $72,468Liabilities 2020: $0Net Assets 2020: $72,4682020Assets 2021: $45,461Liabilities 2021: $0Net Assets 2021: $45,4612021Assets 2022: $54,995Liabilities 2022: $0Net Assets 2022: $54,9952022Assets 2023: $51,352Liabilities 2023: $0Net Assets 2023: $51,3522023Assets 2024: $48,703Liabilities 2024: $0Net Assets 2024: $48,7032024Assets 2025: $54,680Liabilities 2025: $0Net Assets 2025: $54,6802025

Highlighted filing

2020

Assets$72,468
Liabilities$0
Net Assets$72,468

Operations Trend

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

$400K$200K$0-$200KExpenses 2011: $278,4972011Expenses 2012: $357,7732012Expenses 2013: $245,8612013Revenue 2014: $162,312Expenses 2014: $165,376Net Income 2014: -$3,0642014Revenue 2015: $84,255Expenses 2015: $110,793Net Income 2015: -$26,5382015Revenue 2016: $31,234Expenses 2016: $118,059Net Income 2016: -$86,8252016Revenue 2017: $100,515Expenses 2017: $104,357Net Income 2017: -$3,8422017Revenue 2018: $85,524Expenses 2018: $102,741Net Income 2018: -$17,2172018Revenue 2019: $141,559Expenses 2019: $133,813Net Income 2019: $7,7462019Revenue 2020: $99,425Expenses 2020: $111,350Net Income 2020: -$11,9252020Revenue 2021: $77,970Expenses 2021: $104,977Net Income 2021: -$27,0072021Revenue 2022: $134,092Expenses 2022: $122,944Net Income 2022: $11,1482022Revenue 2023: $122,362Expenses 2023: $126,005Net Income 2023: -$3,6432023Revenue 2024: $124,109Expenses 2024: $126,758Net Income 2024: -$2,6492024Revenue 2025: $133,806Expenses 2025: $127,829Net Income 2025: $5,9772025

Highlighted filing

2020

Revenue$99,425
Expenses$111,350
Net Income-$11,925
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 12, 2020
Return Version
2019v5.1
Gross Receipts
$99,425
Mission and Program Overview

Mission

To promote the tourism assets of the shenandoah valley to the rest of the world

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$69,399$64,573▼ $4,826
Cash and Non-Interest-Bearing Accounts$14,994$7,895▼ $7,099
Total Assets$84,393$72,468▼ $11,925
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$84,393$72,468▼ $11,925
Total Net Assets Fund Balance$84,393$72,468▼ $11,925
Total Liabilities and Net Assets / Fund Balance$84,393$72,468▼ $11,925
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nathan GarrisonPresident
Steve EveridgeVice President
Joe GrandstaffTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$62,307
Program Service Revenue
$36,513
Investment Income
$605
Other Revenue
$0
Change in Net Assets
$-11,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$111,350
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Advertising$79,643--$79,643
Fees for Services Management$13,000--$13,000
Other Expenses$3,145--$3,145
Office Expenses$2,965--$2,965
Insurance$818--$818
All Other Expenses$812--$812
Travel$368--$368
Total Functional Expenses$111,350$0$0$111,350
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
In-house lobbying only
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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 governing body review Part VI line 11

Organizations process to review form 990board president receives 990 and reviews prior to filing

Governing documents etc available to public Part VI line 19

Governing documents are provided upon request

Filing and Contact Details

Filer

Filer Name
Shenandoah Valley Inc
EIN
54-0377467
Address
PO BOX 261, Luray, VA 22835
Doing Business As
Shenandoah Valley Travel Assoc

Signing Officer

Name
Helen Morton
Title
Office Manager
Phone
5407423454
Signed
2020-11-12
Discuss with paid preparer
No

Organization Details

Formed
1924
Legal Domicile
Va
Voting Board Members
16
Independent Board Members
16
Employees
0

Preparer

Firm
Frans Bookkeeping & Tax Svc Inc
Address
PO BOX 423, Luray, VA 22835
Preparer
Fran Marsh
Phone
5407433255
Raw XML Appendix280 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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ReturnHeader/ReturnTs02020-11-19T09:58:19-05:00
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ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$1.34$1.28$0.06
2024Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$1.24$1.27$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.22$1.26$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$1.34$1.23$0.11
2021Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.78$1.05$0.27
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.99$1.11$0.12
2019Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$1.42$1.34$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.86$1.03$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$1.01$1.04$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.31$1.18$0.87
2015Detailed filing. Detailed filing data is available for this year.$2.78$0.93$1.85$0.84$1.11$0.27
2014Detailed filing. Detailed filing data is available for this year.$3.10$0.99$2.11$1.62$1.65$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.16$1.02$2.14$2.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$1.09$2.18$3.58
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$1.14$1.97$2.78
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • 501(c)6 • <$500k nonprofits