Civic Intelligence

Shenandoah Valley Battlefields Foundation

990 • Fiscal year 2020 • EIN 54-2007460

Oct 01, 2019 to Sep 30, 2020 • Filed on Aug 16, 2021

Organization ProfileWWW.SHENANDOAHATWAR.ORG

View Organization Page

PO Box 897New Market, VA 22844

(540) 740-4545

Siviq Scores

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

Liabilities / Assets

27th percentile

0.07x

Higher debt load relative to assets than 27% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.52x

Higher debt load relative to revenue than 61% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Net Margin

96th percentile

73%

Higher net margin than 96% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$113,257

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2020

Asset Growth

59th percentile

10%

Faster asset growth than 59% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

86th percentile

37%

Faster revenue growth than 86% of similar nonprofits.

2020 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$39,949,892

Up $3,771,811 (+10%) from 2019

Net Assets

Up

$37,189,404

Up $3,860,633 (+12%) from 2019

Liabilities

Down

$2,760,488

Down $88,822 (-3.1%) from 2019

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin96th percentile

Revenue

Up

$5,284,490

Up $1,433,772 (+37%) from 2019

Expenses

Down

$1,423,857

Down $304,852 (-18%) from 2019

Net Income

Up

$3,860,633

Up $1,738,624 (+82%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$80M$60M$40M$20M$0Assets 2011: $14,061,528Liabilities 2011: $654,242Net Assets 2011: $13,407,2862011Assets 2012: $14,131,226Liabilities 2012: $654,358Net Assets 2012: $13,476,8682012Assets 2013: $16,705,563Liabilities 2013: $1,020,370Net Assets 2013: $15,685,1932013Assets 2014: $20,582,576Liabilities 2014: $1,319,117Net Assets 2014: $19,263,4592014Assets 2015: $21,008,427Liabilities 2015: $1,607,907Net Assets 2015: $19,400,5202015Assets 2016: $28,768,390Liabilities 2016: $5,758,713Net Assets 2016: $23,009,6772016Assets 2017: $33,752,541Liabilities 2017: $4,842,387Net Assets 2017: $28,910,1542017Assets 2018: $34,919,534Liabilities 2018: $3,712,772Net Assets 2018: $31,206,7622018Assets 2019: $36,178,081Liabilities 2019: $2,849,310Net Assets 2019: $33,328,7712019Assets 2020: $39,949,892Liabilities 2020: $2,760,488Net Assets 2020: $37,189,4042020Assets 2021: $52,047,334Liabilities 2021: $6,783,513Net Assets 2021: $45,263,8212021Assets 2022: $60,839,183Liabilities 2022: $9,172,667Net Assets 2022: $51,666,5162022Assets 2023: $63,483,814Liabilities 2023: $6,609,813Net Assets 2023: $56,874,0012023Assets 2024: $70,693,313Liabilities 2024: $8,228,555Net Assets 2024: $62,464,7582024Assets 2025: $74,697,504Liabilities 2025: $6,694,316Net Assets 2025: $68,003,1882025

Highlighted filing

2020

Assets$39,949,892
Liabilities$2,760,488
Net Assets$37,189,404
Open 2020 Filing

Operations Trend

Revenue Growth86th percentile

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

$10M$5.0M$0Revenue 2011: $1,450,784Expenses 2011: $1,423,658Net Income 2011: $27,1262011Expenses 2012: $2,484,5592012Revenue 2013: $3,276,395Expenses 2013: $1,068,070Net Income 2013: $2,208,3252013Revenue 2014: $4,678,278Expenses 2014: $1,100,012Net Income 2014: $3,578,2662014Revenue 2015: $1,407,490Expenses 2015: $1,270,429Net Income 2015: $137,0612015Revenue 2016: $4,909,795Expenses 2016: $1,300,638Net Income 2016: $3,609,1572016Revenue 2017: $3,132,867Expenses 2017: $1,337,158Net Income 2017: $1,795,7092017Revenue 2018: $3,925,329Expenses 2018: $1,628,721Net Income 2018: $2,296,6082018Revenue 2019: $3,850,718Expenses 2019: $1,728,709Net Income 2019: $2,122,0092019Revenue 2020: $5,284,490Expenses 2020: $1,423,857Net Income 2020: $3,860,6332020Revenue 2021: $6,618,931Expenses 2021: $1,427,414Net Income 2021: $5,191,5172021Revenue 2022: $8,174,103Expenses 2022: $1,726,529Net Income 2022: $6,447,5742022Revenue 2023: $8,141,350Expenses 2023: $2,930,571Net Income 2023: $5,210,7792023Revenue 2024: $9,045,319Expenses 2024: $3,458,167Net Income 2024: $5,587,1522024Revenue 2025: $7,896,297Expenses 2025: $2,870,332Net Income 2025: $5,025,9652025

Highlighted filing

2020

Revenue$5,284,490
Expenses$1,423,857
Net Income$3,860,633
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Aug 16, 2021
Return Version
2019v5.0
Gross Receipts
$5,295,452
Mission and Program Overview

Mission

To preserve, protect, and interpret the historic civil war battlefields, structures, and artifacts of the shenandoah valley.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$88,288$57,415▼ $30,873
Investments in Publicly Traded Securities-$40,303-
Land, Buildings, and Equipment, Net$3,577$0▼ $3,577
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities$0--
Investments Program Related$0--
Loans From Officers Directors-$0-
Total Assets$36,178,081$39,949,892▲ $3,771,811
Other Assets Total$36,086,216$39,852,174▲ $3,765,958
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,883,170$2,190,662▲ $307,492
Other Liabilities$934,072$539,515▼ $394,557
Accounts Payable and Accrued Expenses$32,068$30,311▼ $1,757
Total Liabilities$2,849,310$2,760,488▼ $88,822
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$33,174,389$36,768,624▲ $3,594,235
Net Assets With Donor Restrictions$154,382$420,780▲ $266,398
Total Net Assets Fund Balance$33,328,771$37,189,404▲ $3,860,633
Total Liabilities and Net Assets / Fund Balance$36,178,081$39,949,892▲ $3,771,811

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$42,170$42,170
Other Assets Org$39,852,174--
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Chief Executive OfficerFT$96,110$17,147$113,257

Board Members and Trustees

NameTitle
-Chairman
-Chairman Emeritus
-Vice Chairman
-Board Member
-Secretary
-Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,141,018
Program Service Revenue
$52,933
Investment Income
$44,490
Other Revenue
$46,049
All Other Contributions
$4,563,061
Change in Net Assets
$3,860,633

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Qualified Contrib Other4$2,665,000Market value
Total Noncash Contributions4$2,665,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,284,490
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$10,962
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$5,295,452
Total Revenue per Form 990
$5,284,490
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$887,180
Salaries, Compensation, and Employee Benefits$496,425
Total Fundraising Expense$145,781
Grants and Similar Amounts Paid$40,252
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$186,834$70,834$45,996$303,664
Current Officers, Directors, Trustees, and Key Employees$70,665$25,824$16,768$113,257
Interest-$103,712-$103,712
All Other Expenses$97,185$0$0$97,185
Other Employee Benefits$28,558$10,436$6,776$45,770
Grants to Domestic Individuals$40,252--$40,252
Fees for Services Other$0$38,824$0$38,824
Other Expenses$37,280$68,855$67,692$37,280
Payroll Taxes$21,047$7,692$4,995$33,734
Information Technology-$33,471-$33,471
Office Expenses-$30,620-$30,620
Fees for Services Accounting-$26,535-$26,535
Conferences and Meetings$10,608$11,392-$22,000
Travel-$11,873-$11,873
Fees for Services Legal-$11,594-$11,594
Depreciation Depletion-$3,577-$3,577
Advertising--$3,554$3,554
Insurance-$915-$915
Total Functional Expenses$821,922$456,154$145,781$1,423,857

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,434,819
Expenses per Audited Statements$1,423,857
Total Expenses per Form 990$1,423,857
Expenses Not Reported on Form 990$10,962
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$0
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
Yes
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees-$0-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$539,515
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Part VI, Line 11B Review of form 990 by governing body

“The form 990 is prepared by an independent accountant and reviewed by the board of directors before filing with the irs.”

Form 990, Part VI, Line 12C Conflict of interest policy

“The organization monitors compliance with the conflict of interest policy by reviewing the completed and signed required annual disclosures.”

Form 990, Part VI, Line 15A Process to establish compensation of top management official

“Executive management salaries are subject to an independent review by a committee of the board, using comparative data for similar organizations in similar geographic areas.”

Form 990, Part VI, Line 19 Required documents available to the public

“The governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Shenandoah Valley Battlefields Foundation
EIN
54-2007460
Address
PO BOX 897, New Market, VA 22844

Signing Officer

Name
Kevin Walker
Title
CEO
Signed
2021-08-16
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Va
Voting Board Members
17
Independent Board Members
17
Employees
13
Volunteers
50

Preparer

Firm
Aronson LLC
Address
111 Rockville Pike Suite 600, Rockville, MD 20850
Preparer
Gregory M Plotts
Phone
3012316200
Supplemental Narrative

Financial Statement Notes

Schedule D, Part II, Line 9 Conservation easements financial reporting

“Easements acquired are recorded at either the cost of obtaining the easement or the fair market value of an easement donation at the date of the donation.”

Schedule D, Part III, Line 4 Collections of art - description of collections

“The foundation has significant artifacts from the civil war era that are on display and for scholarly use in a museum setting. They include a civil war cannon and caisson, artifacts and books from the civil war era.”

Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote

“The foundation follows the provisions of fasb asc 740. Under these provisions, the foundation must recognize the tax benefit associated with tax positions taken for tax return purposes when it is more likely than not the position will be sustained. The foundation does not believe there are any uncertain tax positions and, accordingly, no amounts have been recorded in the accompanying financial statements. The organization files form 990, return of organization exempt from income tax, annually with the united states department of the treasury. Such returns for the tax years ended september 30, 2017 through 2020, remain open to potential examination by taxing authorities.”

Schedule D, Part XI, Line 2(D) Other revenues in audited financial statements not in form 990

“Cost of Goods Sold - 10962”

Schedule D, Part XII, Line 2(D) Other expenses in audited financial statements not in form 990

“Cost of Goods Sold - 10962”

Raw XML AppendixShowing 400 of 604 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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IRS990/Form990PartVIISectionAGrp/TitleTxt1Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt4Chairman Emeritus
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IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board Member
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IRS990/OtherEmployeeBenefitsGrp/TotalAmt045770
IRS990/OtherExpensesGrp/Desc0Build Your Park Project Expenses
IRS990/OtherExpensesGrp/Desc1Property Management
IRS990/OtherExpensesGrp/Desc2Development and Government Relations
IRS990/OtherExpensesGrp/Desc3Land Taxes
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt068855
IRS990/OtherExpensesGrp/ProgramServicesAmt0236925
IRS990/OtherExpensesGrp/ProgramServicesAmt192568
IRS990/OtherExpensesGrp/ProgramServicesAmt237280
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IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt122493
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt122493
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Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,949,892
Liabilities
$2,760,488
Net assets
$37,189,404
Revenue
$5,284,490
Expenses
$1,423,857
Net income
$3,860,633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$74.7$6.69$68.0$7.90$2.87$5.03
2024Detailed filing. Detailed filing data is available for this year.$70.7$8.23$62.5$9.05$3.46$5.59
2023Detailed filing. Detailed filing data is available for this year.$63.5$6.61$56.9$8.14$2.93$5.21
2022Detailed filing. Detailed filing data is available for this year.$60.8$9.17$51.7$8.17$1.73$6.45
2021Detailed filing. Detailed filing data is available for this year.$52.0$6.78$45.3$6.62$1.43$5.19
2020Detailed filing. Detailed filing data is available for this year.$39.9$2.76$37.2$5.28$1.42$3.86
2019Detailed filing. Detailed filing data is available for this year.$36.2$2.85$33.3$3.85$1.73$2.12
2018Detailed filing. Detailed filing data is available for this year.$34.9$3.71$31.2$3.93$1.63$2.30
2017Detailed filing. Detailed filing data is available for this year.$33.8$4.84$28.9$3.13$1.34$1.80
2016Detailed filing. Detailed filing data is available for this year.$28.8$5.76$23.0$4.91$1.30$3.61
2015Detailed filing. Detailed filing data is available for this year.$21.0$1.61$19.4$1.41$1.27$0.14
2014Summary only. Only limited summary data is available for this year.$20.6$1.32$19.3$4.68$1.10$3.58
2013Summary only. Only limited summary data is available for this year.$16.7$1.02$15.7$3.28$1.07$2.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.1$0.65$13.5$2.48
2011Summary only. Only limited summary data is available for this year.$14.1$0.65$13.4$1.45$1.42$0.03