Civic Intelligence

The Avenel Foundation Inc

990 • Fiscal year 2018 • EIN 54-1345184

Jan 01, 2018 to Dec 31, 2018 • Filed on Mar 10, 2019

Organization ProfileWWW.HISTORICAVENEL.COM
PO Box 686Bedford, VA 24523-0686

(540) 586-1814

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

46th percentile

0.02x

Higher debt load relative to revenue than 46% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

73rd percentile

16%

Higher net margin than 73% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

44th percentile

-0.0%

Faster asset growth than 44% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

57th percentile

8.0%

Faster revenue growth than 57% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$962,607

Down $414 (-0.0%) from 2017

Net Assets

Up

$961,427

Up $2,087 (+0.2%) from 2017

Liabilities

Down

$1,180

Down $2,501 (-68%) from 2017

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin73rd percentile

Revenue

Up

$51,985

Up $3,855 (+8.0%) from 2017

Expenses

Down

$43,606

Down $4,108 (-8.6%) from 2017

Net Income

Up

$8,379

Up $7,963 (+1914%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $422,345Liabilities 2011: $160Net Assets 2011: $422,1852011Assets 2012: $425,961Liabilities 2012: $15,773Net Assets 2012: $410,1882012Assets 2013: $922,157Liabilities 2013: $2,000Net Assets 2013: $920,1572013Assets 2014: $919,550Liabilities 2014: $1,450Net Assets 2014: $918,1002014Assets 2015: $893,823Liabilities 2015: $6,590Net Assets 2015: $887,2332015Assets 2016: $928,524Liabilities 2016: $10,475Net Assets 2016: $918,0492016Assets 2017: $963,021Liabilities 2017: $3,681Net Assets 2017: $959,3402017Assets 2018: $962,607Liabilities 2018: $1,180Net Assets 2018: $961,4272018Assets 2019: $993,240Liabilities 2019: $1,625Net Assets 2019: $991,6152019Assets 2020: $1,024,780Liabilities 2020: $6,508Net Assets 2020: $1,018,2722020Assets 2021: $1,093,261Liabilities 2021: $400Net Assets 2021: $1,092,8612021Assets 2022: $1,102,172Liabilities 2022: $600Net Assets 2022: $1,101,5722022Assets 2023: $1,153,198Liabilities 2023: $0Net Assets 2023: $1,153,1982023Assets 2024: $1,390,055Liabilities 2024: $5,316Net Assets 2024: $1,384,7392024

Highlighted filing

2018

Assets$962,607
Liabilities$1,180
Net Assets$961,427
Open 2018 Filing

Operations Trend

Revenue Growth57th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $52,825Expenses 2011: $32,475Net Income 2011: $20,3502011Revenue 2012: $24,565Expenses 2012: $36,562Net Income 2012: -$11,9972012Revenue 2013: $551,507Expenses 2013: $41,539Net Income 2013: $509,9682013Revenue 2014: $91,298Expenses 2014: $76,267Net Income 2014: $15,0312014Revenue 2015: $58,284Expenses 2015: $89,151Net Income 2015: -$30,8672015Revenue 2016: $235,832Expenses 2016: $204,991Net Income 2016: $30,8412016Revenue 2017: $48,130Expenses 2017: $47,714Net Income 2017: $4162017Revenue 2018: $51,985Expenses 2018: $43,606Net Income 2018: $8,3792018Revenue 2019: $105,267Expenses 2019: $99,106Net Income 2019: $6,1612019Revenue 2020: $77,664Expenses 2020: $51,007Net Income 2020: $26,6572020Revenue 2021: $159,247Expenses 2021: $50,694Net Income 2021: $108,5532021Revenue 2022: $144,343Expenses 2022: $45,379Net Income 2022: $98,9642022Revenue 2023: $76,145Expenses 2023: $53,047Net Income 2023: $23,0982023Revenue 2024: $433,664Expenses 2024: $57,096Net Income 2024: $376,5682024

Highlighted filing

2018

Revenue$51,985
Expenses$43,606
Net Income$8,379
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Mar 10, 2019
Return Version
2018v3.1
Gross Receipts
$56,125
Mission and Program Overview

Mission

The organizations mission is to rescue, restore, preserve and protect historic avenel, a bedford legacy, and to make this unique landmark available for educational, social, business and other appropriate community uses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$576,634$530,771▼ $45,863
Land, Buildings, and Equipment, Net$380,084$394,500▲ $14,416
Cash and Non-Interest-Bearing Accounts$3,446$36,104▲ $32,658
Pledges and Grants Receivable$1,625--
Prepaid Expenses and Deferred Charges$1,232$1,232→ $0
Total Assets$963,021$962,607▼ $414
Liabilities
Accounts Payable and Accrued Expenses$3,681$1,180▼ $2,501
Total Liabilities$3,681$1,180▼ $2,501
Net Assets / Fund Balance
Unrestricted Net Assets$422,276$510,575▲ $88,299
Permanently Rstr Net Assets$450,852$450,852→ $0
Temporarily Rstr Net Assets$86,212--
Total Net Assets Fund Balance$959,340$961,427▲ $2,087
Total Liabilities and Net Assets / Fund Balance$963,021$962,607▼ $414

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$256,563-$256,563
Equipment$54,263-$54,263
Leasehold Improvements$51,432-$51,432
Land$32,242-$32,242

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$496,188-▲ $40,875-$537,063
2016$439,761-▲ $56,427-$496,188
2015$436,358-▲ $3,403-$439,761
2014$18,781$420,799▼ $3,222-$436,358
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Wyatt WaltonPresident
Bryan AllenDirector
Clay LuckDirector
Dave SensenigDirector
Elaine CuestaDirector
Harold NealDirector
Jennifer ThomsonDirector
Jill HardestyDirector
John BondDirector
John ChessonDirector
Linda BentonDirector
Melissa MeadorDirector
Michelle GoodeDirector
Paul RhodesDirector
Penny ClarkeDirector
Rob JarvisDirector
Seth ComptonSecretary
Tim BlackTreasurer
Anette KendallVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$6,957
Program Service Revenue
$0
Investment Income
$35
Other Revenue
$44,993
All Other Contributions
$6,957
Change in Net Assets
$8,379
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$35,026
Total Fundraising Expense$9,551
Professional Fundraising Fees$8,580
Grants and Similar Amounts Paid$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management$9,181$1,020-$10,201
Occupancy$9,422--$9,422
Fees for Services Professional Fundraising--$8,580$8,580
Fees for Services Accounting-$2,420-$2,420
Insurance$1,845--$1,845
Advertising$1,250-$68$1,318
Office Expenses$274-$903$1,177
All Other Expenses$124$267-$391
Other Expenses$1,453$155-$155
Total Functional Expenses$30,193$3,862$9,551$43,606
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$30,118
Professional Fundraising Fees$8,580
Fundraising Direct Expenses$4,140

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wall Appeal$11,285$11,285-$11,285
Derby Day$8,126$8,126$1,614$6,512
Total Events$25,111$25,111$3,990$21,121
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Copy of return emailed to president and treasurer before filing.”

Form 990, Page 6, Part VI, Line 12C

“The conflict of interest policy is placed on the meeting agenda for discussion and evaluation of compliance at least once per year and more often as prudent. All potenential new board members are personally know to at least some of the board members who have knowledge of potential conflicts of interest. All prospective new board members are asked to describe any potential conflicts of interest prior to being elected to the board.”

Form 990, Page 6, Part VI, Line 15B

“The executive committee reviews renumeration annually to determine that all compensation of contractors and employees is at a rate that is oprdinary, customary, reasonable and comparable to contractors performig the same or similar duties in the area. Board obtains three competitive bids for all work done whenever possible.”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy and financial statements are available to the public and free of charge.”

Filing and Contact Details

Filer

Filer Name
The Avenel Foundation Inc
EIN
54-1345184
Phone
5405861814
Address
PO BOX 686, BEDFORD, VA 24523-0686

Signing Officer

Name
Tim Black
Title
Treasurer
Phone
5405861814
Signed
2019-03-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wyatt Walton
Formed
1985
Legal Domicile
Va
Voting Board Members
19
Independent Board Members
19
Employees
0

Preparer

Firm
Brockman Drinkard & Pennington Pc
Address
104 ARCHWAY COURT, LYNCHBURG, VA 24502
Preparer
Jeffrey S Allen
Phone
4348468458
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The organizations mission is to rescue, restore, preserve and protect historic avenel, a bedford legacy, and to make this unique landmark available for educational, social, business and other appropriate community uses.”

Raw XML AppendixShowing 400 of 483 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03681
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01180
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE ORGANIZATIONS MISSION IS TO RESCUE, RESTORE, PRESERVE AND PROTECT HISTORIC AVENEL, A BEDFORD LEGACY, AND TO MAKE THIS UNIQUE LANDMARK AVAILABLE FOR EDUCATIONAL, SOCIAL, BUSINESS AND OTHER APPROPRIATE COMMUNITY USES.
IRS990/AdvertisingGrp/FundraisingAmt068
IRS990/AdvertisingGrp/ProgramServicesAmt01250
IRS990/AdvertisingGrp/TotalAmt01318
IRS990/AllOtherContributionsAmt06957
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0267
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0124
IRS990/AllOtherExpensesGrp/TotalAmt0391
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0AVENEL FOUNDATION
IRS990/BooksInCareOfDetail/PhoneNum05405864111
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 686
IRS990/BooksInCareOfDetail/USAddress/CityNm0BEDFORD
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd024523
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt03446
IRS990/CashNonInterestBearingGrp/EOYAmt036104
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0true
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt06957
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt035
IRS990/CYOtherExpensesAmt035026
IRS990/CYOtherRevenueAmt044993
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt08379
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt043606
IRS990/CYTotalFundraisingExpenseAmt09551
IRS990/CYTotalProfFndrsngExpnsAmt08580
IRS990/CYTotalRevenueAmt051985
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0OPEN HOUSE FOR HISTORIC TOURS, WEDDING RECEPTIONS, LUNCHEONS, MEETINGS, REUNIONS, BURTHDAYS, ETC.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt030193
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02420
IRS990/FeesForServicesAccountingGrp/TotalAmt02420
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt01020
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt09181
IRS990/FeesForServicesManagementGrp/TotalAmt010201
IRS990/FeesForServicesProfFundraising/FundraisingAmt08580
IRS990/FeesForServicesProfFundraising/TotalAmt08580
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/PersonNm0WYATT WALTON
IRS990/Form990PartVIISectionAGrp/PersonNm1ANETTE KENDALL
IRS990/Form990PartVIISectionAGrp/PersonNm2SETH COMPTON
IRS990/Form990PartVIISectionAGrp/PersonNm3TIM BLACK
IRS990/Form990PartVIISectionAGrp/PersonNm4CLAY LUCK
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVE SENSENIG
IRS990/Form990PartVIISectionAGrp/PersonNm6ELAINE CUESTA
IRS990/Form990PartVIISectionAGrp/PersonNm7HAROLD NEAL
IRS990/Form990PartVIISectionAGrp/PersonNm8JENNIFER THOMSON
IRS990/Form990PartVIISectionAGrp/PersonNm9JILL HARDESTY
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN BOND
IRS990/Form990PartVIISectionAGrp/PersonNm11JOHN CHESSON
IRS990/Form990PartVIISectionAGrp/PersonNm12LINDA BENTON
IRS990/Form990PartVIISectionAGrp/PersonNm13PAUL RHODES
IRS990/Form990PartVIISectionAGrp/PersonNm14PENNY CLARKE
IRS990/Form990PartVIISectionAGrp/PersonNm15ROB JARVIS
IRS990/Form990PartVIISectionAGrp/PersonNm16BRYAN ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm17MICHELLE GOODE
IRS990/Form990PartVIISectionAGrp/PersonNm18MELISSA MEADOR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01985
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt04140
IRS990/FundraisingGrossIncomeAmt030118
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt056125
IRS990/GrossRentsGrp/PersonalAmt018695
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt019
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01845
IRS990/InsuranceGrp/TotalAmt01845
IRS990/InvestmentIncomeGrp/ExclusionAmt035
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt01
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0380084
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0394500
IRS990/LandBldgEquipCostOrOtherBssAmt0394500
IRS990/LegalDomicileStateCd0VA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE ORGANIZATIONS MISSION IS TO RESCUE, RESTORE, PRESERVE AND PROTECT HISTORIC AVENEL, A BEDFORD LEGACY, AND TO MAKE THIS UNIQUE LANDMARK AVAILABLE FOR EDUCATIONAL, SOCIAL, BUSINESS AND OTHER APPROPRIATE COMMUNITY USES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0959340
IRS990/NetAssetsOrFundBalancesEOYAmt0961427
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt025978
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt018695
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt018695
IRS990/NetUnrlzdGainsLossesInvstAmt0-6292
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt09422
IRS990/OccupancyGrp/TotalAmt09422
IRS990/OfficeExpensesGrp/FundraisingAmt0903
IRS990/OfficeExpensesGrp/ProgramServicesAmt0274
IRS990/OfficeExpensesGrp/TotalAmt01177
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherExpensesGrp/Desc0LAWN CARE
IRS990/OtherExpensesGrp/Desc1REPAIRS
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3BUSINESS REGISTRATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0155
IRS990/OtherExpensesGrp/ProgramServicesAmt04782
IRS990/OtherExpensesGrp/ProgramServicesAmt11862
IRS990/OtherExpensesGrp/ProgramServicesAmt21453
IRS990/OtherExpensesGrp/TotalAmt04782
IRS990/OtherExpensesGrp/TotalAmt11862
IRS990/OtherExpensesGrp/TotalAmt21453
IRS990/OtherExpensesGrp/TotalAmt3155
IRS990/OtherRevenueMiscGrp/Desc0SALE OF BOOKS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0320
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0320
IRS990/OtherRevenueTotalAmt0320
IRS990/PartialLiquidationInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0450852
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0450852
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01625
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01232
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01232
IRS990/PrincipalOfficerNm0WYATT WALTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0TWO COMMUNITY FUNDRAISING EVENTS AT HISTORIC AVENEL ATTENDED BY LOCAL RESIDENTS , HISTORIC AVENEL SUPPORTERS AND LOCAL ELECTED OFFICIALS.
IRS990/ProgSrvcAccomActy3Grp/Desc0HELD TOURS PROVIDING HISTORICAL INFORMATION TO THE ATTENDEES.
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt06941
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt045
IRS990/PYOtherExpensesAmt038354
IRS990/PYOtherRevenueAmt041144
IRS990/PYRevenuesLessExpensesAmt0416
IRS990/PYTotalExpensesAmt047714
IRS990/PYTotalProfFndrsngExpnsAmt09360
IRS990/PYTotalRevenueAmt048130
IRS990/ReconcilationRevenueExpnssAmt08379
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt018695
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0576634
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0530771
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06957
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06941
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0151381
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt032102
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt074299
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0271680
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt035
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt045
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03484
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0492
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04056
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt048813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt046706
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt031718
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt016900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt016507
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0160644
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0320
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0454
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0774
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt035
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt045
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03484
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0492
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04056
IRS990ScheduleA/InvestmentIncomeCYPct00.01000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99070
IRS990ScheduleA/PublicSupportPY509Pct00.99550
IRS990ScheduleA/PublicSupportTotal509Amt0433098
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056090
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt054101
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0183099
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt049002
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt090806
IRS990ScheduleA/Total509Grp/TotalAmt0433098
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt056125
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt054146
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0183099
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt052486
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt091298
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0437154
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0256563
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0256563
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0496188
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0537063
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt040875
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0439761
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0496188
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt056427
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0436358
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0439761
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03403
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt018781
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0420799
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0436358
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-3222
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt054263
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt054263
IRS990ScheduleD/LandGrp/BookValueAmt032242
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt032242
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt051432
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt051432
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0394500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03990
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0WALL APPEAL
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DERBY DAY
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0821
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt0555
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt01376
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt011285
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08126
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt05700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt025111
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011285
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08126
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt05700
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt025111
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt021121
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt01000
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02614
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt01614
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATIONS MISSION IS TO RESCUE, RESTORE, PRESERVE AND PROTECT HISTORIC AVENEL, A BEDFORD LEGACY, AND TO MAKE THIS UNIQUE LANDMARK AVAILABLE FOR EDUCATIONAL, SOCIAL, BUSINESS AND OTHER APPROPRIATE COMMUNITY USES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPY OF RETURN EMAILED TO PRESIDENT AND TREASURER BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY IS PLACED ON THE MEETING AGENDA FOR DISCUSSION AND EVALUATION OF COMPLIANCE AT LEAST ONCE PER YEAR AND MORE OFTEN AS PRUDENT. ALL POTENENTIAL NEW BOARD MEMBERS ARE PERSONALLY KNOW TO AT LEAST SOME OF THE BOARD MEMBERS WHO HAVE KNOWLEDGE OF POTENTIAL CONFLICTS OF INTEREST. ALL PROSPECTIVE NEW BOARD MEMBERS ARE ASKED TO DESCRIBE ANY POTENTIAL CONFLICTS OF INTEREST PRIOR TO BEING ELECTED TO THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE COMMITTEE REVIEWS RENUMERATION ANNUALLY TO DETERMINE THAT ALL COMPENSATION OF CONTRACTORS AND EMPLOYEES IS AT A RATE THAT IS OPRDINARY, CUSTOMARY, REASONABLE AND COMPARABLE TO CONTRACTORS PERFORMIG THE SAME OR SIMILAR DUTIES IN THE AREA. BOARD OBTAINS THREE COMPETITIVE BIDS FOR ALL WORK DONE WHENEVER POSSIBLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AND FREE OF CHARGE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$962,607
Liabilities
$1,180
Net assets
$961,427
Revenue
$51,985
Expenses
$43,606
Net income
$8,379
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.39$0.01$1.38$0.43$0.06$0.38
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.08$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.14$0.05$0.10
2021Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.16$0.05$0.11
2020Detailed filing. Detailed filing data is available for this year.$1.02$0.01$1.02$0.08$0.05$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.11$0.10$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.05$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.05$0.05$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.93$0.01$0.92$0.24$0.20$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.01$0.89$0.06$0.09$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.09$0.08$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.55$0.04$0.51
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.43$0.02$0.41$0.02$0.04$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.42$0.00$0.42$0.05$0.03$0.02