Civic Intelligence

Shenandoah Valley Battlefields Foundation

990 • Fiscal year 2021 • EIN 54-2007460

Oct 01, 2020 to Sep 30, 2021 • Filed on Aug 15, 2022

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

37th percentile

0.13x

Higher debt load relative to assets than 37% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

75th percentile

1.02x

Higher debt load relative to revenue than 75% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

10th percentile

$120,597

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

83rd percentile

30%

Faster asset growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

68th percentile

25%

Faster revenue growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$52,047,334

Up $12,097,442 (+30%) from 2020

Net Assets

Up

$45,263,821

Up $8,074,417 (+22%) from 2020

Liabilities

Up

$6,783,513

Up $4,023,025 (+146%) from 2020

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin96th percentile

Revenue

Up

$6,618,931

Up $1,334,441 (+25%) from 2020

Expenses

Up

$1,427,414

Up $3,557 (+0.2%) from 2020

Net Income

Up

$5,191,517

Up $1,330,884 (+34%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth83rd 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

2021

Assets$52,047,334
Liabilities$6,783,513
Net Assets$45,263,821
Open 2021 Filing

Operations Trend

Revenue Growth68th 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

2021

Revenue$6,618,931
Expenses$1,427,414
Net Income$5,191,517
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2020 to Sep 30, 2021
Signed
Aug 15, 2022
Return Version
2020v4.0
Gross Receipts
$6,632,973
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$57,415$696,681▲ $639,266
Loans From Officers Directors$0$285,000▲ $285,000
Investments in Publicly Traded Securities$40,303$99,409▲ $59,106
Accounts Receivable-$60-
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$39,949,892$52,047,334▲ $12,097,442
Other Assets Total$39,852,174$51,251,184▲ $11,399,010
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,190,662$5,291,062▲ $3,100,400
Grants Payable-$636,494-
Other Liabilities$539,515$503,720▼ $35,795
Accounts Payable and Accrued Expenses$30,311$67,237▲ $36,926
Total Liabilities$2,760,488$6,783,513▲ $4,023,025
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$36,768,624$44,510,093▲ $7,741,469
Net Assets With Donor Restrictions$420,780$753,728▲ $332,948
Total Net Assets Fund Balance$37,189,404$45,263,821▲ $8,074,417
Total Liabilities and Net Assets / Fund Balance$39,949,892$52,047,334▲ $12,097,442

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$42,170$42,170
Other Assets Org$51,251,184--
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Chief Executive OfficerFT$96,110$24,487$120,597

Board Members and Trustees

NameTitle
-Chairman
-Secretary/chairman Emeritus
-Vice Chairman
-Board Member
-Treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Flora Pettit PCLegal ServicesPO BOX 1287, Harrisonburg, VA 22803$106,462
Revenue and Support

Revenue Composition

Contributions and Grants
$6,416,113
Program Service Revenue
$90,616
Investment Income
$9,452
Other Revenue
$102,750
All Other Contributions
$5,501,754
Change in Net Assets
$5,191,517

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 Other2$3,995,000Market value
Total Noncash Contributions2$3,995,000-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,528,425
Revenue Not Reported on Financial Statements
$651
Revenue Not Reported on Form 990
$14,042
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$7,542,467
Total Revenue per Form 990
$7,529,076
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$858,531
Salaries, Compensation, and Employee Benefits$561,663
Total Fundraising Expense$213,029
Grants and Similar Amounts Paid$7,220
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$220,493$80,572$52,025$353,090
All Other Expenses$113,852$11,714$0$125,566
Current Officers, Directors, Trustees, and Key Employees$75,244$27,498$17,855$120,597
Interest$100,159--$100,159
Conferences and Meetings$46,375$19,805-$66,180
Other Expenses$62,148$17,678$108,949$62,148
Other Employee Benefits$34,224$12,507$8,121$54,852
Office Expenses$30,576$11,172$7,252$49,000
Fees for Services Other$38,436$3,769$2,447$44,652
Payroll Taxes$20,666$7,553$4,905$33,124
Fees for Services Accounting-$27,450-$27,450
Travel-$11,185-$11,185
Grants to Domestic Individuals$7,220--$7,220
Information Technology-$2,897-$2,897
Insurance-$1,637-$1,637
Fees for Services Legal-$964-$964
Fees for Service Investment Mgmnt Fees-$651-$651
Total Functional Expenses$977,333$237,052$213,029$1,427,414

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,410,071
Total Expenses per Form 990$1,396,680
Expenses per Audited Statements$1,396,029
Expenses Not Reported on Form 990$14,042
Expenses Not Reported on Financial Statements$651
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$285,000▲ $285,000
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$503,720
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
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
Keven Walker
Title
CEO
Signed
2022-08-15
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Va
Voting Board Members
17
Independent Board Members
17
Employees
13
Volunteers
195

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 evaluates uncertainty in income tax positions based on a more-likely-than-not recognition standard. If that threshold is met, the tax position is then measured at the largest amount that is greater than 50% likely of being realized upon ultimate settlement. As of September 30, 2021, there are no accruals for uncertain tax positions. If applicable, the Foundation records interest and penalties as a component of income tax expense. Tax years from 2018 through the current year remain open for examination by tax authorities.”

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

“Cost of Goods Sold - 14042”

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

“Cost of Goods Sold - 14042”

Raw XML AppendixShowing 400 of 634 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/BusinessName/BusinessNameLine1Txt3NICHOLAS P PICERNO
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt4ALBERT M ALLING
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt5BENJAMIN MARCHI
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IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt10J RODERICK O GRAVES
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt11JAMES E PEARMAN JR
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt12JAMES R WILKINS JR
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt13KENNETH R RUTHERFORD
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt14KIRSTEN TALKEN-SPAULDING
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt15PHILLIP C STONE SR
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt16THOMAS C MACK
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt17KEVIN WALKER
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$52,047,334
Liabilities
$6,783,513
Net assets
$45,263,821
Revenue
$6,618,931
Expenses
$1,427,414
Net income
$5,191,517
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