Civic Intelligence

Shenandoah County Library Foundation

990 • Fiscal year 2020 • EIN 54-1851150

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 10, 2020

514 Stoney Creek BlvdEdinburg, VA 22824

(540) 984-8200

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

37th percentile

$0

Higher top officer pay than 37% of similar nonprofits.

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

61st percentile

12%

Faster asset growth than 61% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

85th percentile

43%

Faster revenue growth than 85% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$2,229,360

Up $231,883 (+12%) from 2019

Net Assets

Up

$2,229,360

Up $231,883 (+12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$190,616

Up $57,533 (+43%) from 2019

Expenses

Up

$42,099

Up $6,056 (+17%) from 2019

Net Income

Up

$148,517

Up $51,477 (+53%) from 2019

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $599,016Liabilities 2010: $0Net Assets 2010: $599,0162010Assets 2012: $680,667Liabilities 2012: $0Net Assets 2012: $680,6672012Assets 2013: $788,374Liabilities 2013: $0Net Assets 2013: $788,3742013Assets 2014: $903,920Liabilities 2014: $0Net Assets 2014: $903,9202014Assets 2015: $1,213,451Liabilities 2015: $0Net Assets 2015: $1,213,4512015Assets 2016: $1,305,929Liabilities 2016: $0Net Assets 2016: $1,305,9292016Assets 2017: $1,661,804Liabilities 2017: $0Net Assets 2017: $1,661,8042017Assets 2018: $1,880,552Liabilities 2018: $0Net Assets 2018: $1,880,5522018Assets 2019: $1,997,477Liabilities 2019: $0Net Assets 2019: $1,997,4772019Assets 2020: $2,229,360Liabilities 2020: $0Net Assets 2020: $2,229,3602020Assets 2021: $2,894,918Liabilities 2021: $0Net Assets 2021: $2,894,9182021Assets 2022: $2,437,271Liabilities 2022: $0Net Assets 2022: $2,437,2712022Assets 2023: $2,065,744Liabilities 2023: $0Net Assets 2023: $2,065,7442023Assets 2024: $2,405,867Liabilities 2024: $0Net Assets 2024: $2,405,8672024Assets 2025: $2,652,204Liabilities 2025: $0Net Assets 2025: $2,652,2042025

Highlighted filing

2020

Assets$2,229,360
Liabilities$0
Net Assets$2,229,360

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $42,3992010Revenue 2012: $67,866Expenses 2012: $28,782Net Income 2012: $39,0842012Expenses 2013: $20,0142013Revenue 2014: $57,244Expenses 2014: $37,217Net Income 2014: $20,0272014Revenue 2015: $1,650Expenses 2015: $0Net Income 2015: $1,6502015Revenue 2016: $106,789Expenses 2016: $24,448Net Income 2016: $82,3412016Revenue 2017: $317,473Expenses 2017: $73,496Net Income 2017: $243,9772017Revenue 2018: $110,287Expenses 2018: $3,140Net Income 2018: $107,1472018Revenue 2019: $133,083Expenses 2019: $36,043Net Income 2019: $97,0402019Revenue 2020: $190,616Expenses 2020: $42,099Net Income 2020: $148,5172020Revenue 2021: $125,913Expenses 2021: $5,968Net Income 2021: $119,9452021Revenue 2022: $265,900Expenses 2022: $39,276Net Income 2022: $226,6242022Revenue 2023: $96,982Expenses 2023: $567,295Net Income 2023: -$470,3132023Revenue 2024: $144,691Expenses 2024: $12,684Net Income 2024: $132,0072024Revenue 2025: $206,885Expenses 2025: $128,939Net Income 2025: $77,9462025

Highlighted filing

2020

Revenue$190,616
Expenses$42,099
Net Income$148,517
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 10, 2020
Return Version
2019v5.1
Gross Receipts
$190,616
Mission and Program Overview

Mission

To provide financial support for the shenandoah county library system.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,997,477$2,229,360▲ $231,883
Investments Other Securities$1,946,279$2,183,574▲ $237,295
Savings and Temporary Cash Investments$45,927$39,296▼ $6,631
Cash and Non-Interest-Bearing Accounts$5,271$6,490▲ $1,219
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,997,477$2,229,360▲ $231,883
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,997,477$2,229,360▲ $231,883
Total Liabilities and Net Assets / Fund Balance$1,997,477$2,229,360▲ $231,883

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$250,820--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$732,039-▲ $80,695-$812,734
2018$680,481-▲ $51,558-$732,039
2017$608,028-▲ $72,453-$680,481
2016$564,637-▲ $67,391-$608,028
2015$516,208-▲ $60,429-$564,637
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sally MontreyPresident
Donna SmithVice-president
George DaughartyDirector
Jenna FrenchDirector
Laurie EinkelmannDirector
Lori RyanDirector
Willy PirtleDirector
Linda WootenSecretary
Jeff a ManningTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$98,144
Program Service Revenue
$0
Investment Income
$92,472
Other Revenue
$0
All Other Contributions
$98,144
Change in Net Assets
$148,517
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$39,804
Other Expenses$2,295
Total Fundraising Expense$846
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$39,804--$39,804
Fees for Services Accounting-$875-$875
Insurance-$274-$274
Advertising$100--$100
Other Expenses$61$25$846$25
Total Functional Expenses$39,965$1,288$846$42,099
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Shenandoah County LibraryEdinburg, VA501cSonny Bowman Garden$19,354
Shenandoah County LibraryEdinburg, VA501cCommunity Library Needs$9,000
Shenandoah Education FoundationEdinburg, VA501cDonation to Dolly Parton Imagination Library$4,250
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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, Part VI, Section A, Line 7A

The shenandoah county library system appoints the board members. The board members elect the foundation officers.

Form 990, Part VI, Section B, Line 11B

The treasurer reviews the 990 and provides copies to the board of directors before filing.

Form 990, Part VI, Section C, Line 19

The organization makes 990 available at the county library.

Filing and Contact Details

Filer

Filer Name
Shenandoah County Library Foundation
EIN
54-1851150
Phone
5409848200
Address
514 STONEY CREEK BLVD, EDINBURG, VA 22824

Signing Officer

Name
Sally Montrey
Title
Treasurer
Phone
5409848200
Signed
2020-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sally Montrey
Formed
1997
Legal Domicile
Va
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Yount Hyde & Barbour Pc
Address
PO BOX 2560, WINCHESTER, VA 22604-1760
Preparer
Olivia a Hutton CPA
Phone
5406623417
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IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt080695
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0680481
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0732039
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt051558
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0608028
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0680481
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt072453
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0564637
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0608028
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt024000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt067391
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0516208
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0564637
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt012000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt060429
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0997836
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1836732
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt298186
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3250820
IRS990ScheduleD/OtherSecuritiesGrp/Desc0AMERICAN FUNDS - GENERAL
IRS990ScheduleD/OtherSecuritiesGrp/Desc1AMERICAN FUNDS - BOOK ENDOWMENT FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2AMERICAN FUNDS - FRENCH ENDOWMENT FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc3EDWARD JONES - TECHNOLOGY & TRAIN
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02183574
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt09000
IRS990ScheduleI/RecipientTable/CashGrantAmt14250
IRS990ScheduleI/RecipientTable/CashGrantAmt219354
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0COMMUNITY LIBRARY NEEDS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1DONATION TO DOLLY PARTON IMAGINATION LIBRARY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SONNY BOWMAN GARDEN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SHENANDOAH COUNTY LIBRARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SHENANDOAH EDUCATION FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SHENANDOAH COUNTY LIBRARY
IRS990ScheduleI/RecipientTable/RecipientEIN0546001603
IRS990ScheduleI/RecipientTable/RecipientEIN1800405322
IRS990ScheduleI/RecipientTable/RecipientEIN2546001603
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0514 STONEY CREEK BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt149 MANOR DR
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2514 STONEY CREEK BLVD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EDINBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm1EDINBURG
IRS990ScheduleI/RecipientTable/USAddress/CityNm2EDINBURG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1VA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd022824
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd122824
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd222824
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SCL FOUNDATION PROMOTES AND SUPPORTS THE SHENANDOAH COUNTY LIBRARY SYSTEM IN ALL ACTIVITIES THROUGHOUT THE YEAR THROUGH NORMAL GIFTS AND ANNUAL GIVING PROGRAMS. FUNDS ARE RAISED FOR USE BY THE COUNTY LIBRARY AND THE MEMBER LIBRARIES IN PROGRAMS, SERVICES, MATERIALS, AND CAPITAL EXPENDITURES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SHENANDOAH COUNTY LIBRARY SYSTEM APPOINTS THE BOARD MEMBERS. THE BOARD MEMBERS ELECT THE FOUNDATION OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TREASURER REVIEWS THE 990 AND PROVIDES COPIES TO THE BOARD OF DIRECTORS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES 990 AVAILABLE AT THE COUNTY LIBRARY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHENANDOAH COUNTY LIBRARY SYSTEM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0546001603
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LIBRARY SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0514 STONEY CREEK BLVD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0EDINBURG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd022824
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01997477
IRS990/TotalAssetsEOYAmt02229360
IRS990/TotalAssetsGrp/BOYAmt01997477
IRS990/TotalAssetsGrp/EOYAmt02229360
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt098144
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0846
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01288
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt039965
IRS990/TotalFunctionalExpensesGrp/TotalAmt042099
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01997477

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.00$2.65$0.21$0.13$0.08
2024Summary only. Only limited summary data is available for this year.$2.41$0.00$2.41$0.14$0.01$0.13
2023Summary only. Only limited summary data is available for this year.$2.07$0.00$2.07$0.10$0.57$0.47
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.27$0.04$0.23
2021Summary only. Only limited summary data is available for this year.$2.89$0.00$2.89$0.13$0.01$0.12
2020Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.19$0.04$0.15
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.00$0.00$2.00$0.13$0.04$0.10
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.88$0.00$1.88$0.11$0.00$0.11
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.00$1.66$0.32$0.07$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.11$0.02$0.08
2015Summary only. Only limited summary data is available for this year.$1.21$0.00$1.21$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.06$0.04$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.00$0.79$0.02
2012Summary only. Only limited summary data is available for this year.$0.68$0.00$0.68$0.07$0.03$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$0.04