Civic Intelligence

Shenandoah Valley Battlefields Foundation

990 • Fiscal year 2018 • EIN 54-2007460

Oct 01, 2017 to Sep 30, 2018 • Filed on Jul 26, 2019

Organization ProfileWWW.SHENANDOAHATWAR.ORG
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

33rd percentile

0.11x

Higher debt load relative to assets than 33% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

76th percentile

0.95x

Higher debt load relative to revenue than 76% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

93rd percentile

59%

Higher net margin than 93% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

14th percentile

$117,636

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

54th percentile

3.5%

Faster asset growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

25%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$34,919,534

Up $1,166,993 (+3.5%) from 2017

Net Assets

Up

$31,206,762

Up $2,296,608 (+7.9%) from 2017

Liabilities

Down

$3,712,772

Down $1,129,615 (-23%) from 2017

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin93rd percentile

Revenue

Up

$3,925,329

Up $792,462 (+25%) from 2017

Expenses

Up

$1,628,721

Up $291,563 (+22%) from 2017

Net Income

Up

$2,296,608

Up $500,899 (+28%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2018

Assets$34,919,534
Liabilities$3,712,772
Net Assets$31,206,762
Open 2018 Filing

Operations Trend

Revenue Growth81st 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

2018

Revenue$3,925,329
Expenses$1,628,721
Net Income$2,296,608
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jul 26, 2019
Return Version
2017v2.3
Gross Receipts
$3,945,948
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$8,010$21,900▲ $13,890
Cash and Non-Interest-Bearing Accounts$79,267$15,522▼ $63,745
Land, Buildings, and Equipment, Net$20,448$12,012▼ $8,436
Total Assets$33,752,541$34,919,534▲ $1,166,993
Other Assets Total$33,644,816$34,870,100▲ $1,225,284
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,964,284$2,955,770▼ $1,008,514
Other Liabilities$800,523$702,650▼ $97,873
Accounts Payable and Accrued Expenses$77,580$54,352▼ $23,228
Total Liabilities$4,842,387$3,712,772▼ $1,129,615
Net Assets / Fund Balance
Unrestricted Net Assets$28,822,737$30,974,881▲ $2,152,144
Temporarily Rstr Net Assets$87,417$231,881▲ $144,464
Total Net Assets Fund Balance$28,910,154$31,206,762▲ $2,296,608
Total Liabilities and Net Assets / Fund Balance$33,752,541$34,919,534▲ $1,166,993

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$12,012$30,158$42,170
Other Assets Org$480,695--
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Keven WalkerChief Executive OfficerFT$90,188$27,448$117,636

Board Members and Trustees

NameTitle
Nicholas P PicernoChairman
Col Hugh Sproul IiiVice Chairman
Benjamin MarchiTrustee
Brian K PlumTrustee
Cdr Craig MorinTrustee
Childs F BurdenTrustee
Cj Steuart Thomas IiiTrustee
Dr Phillip C Stone SrTrustee
J Roderick O GravesTrustee
James R Wilkins JrTrustee
Julie LanganTrustee
Kenneth RutherfordTrustee
Kirsten Talken-spauldingTrustee
Mark PerreaultSecretary
Harry E Ridgeway JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,782,215
Program Service Revenue
$73,006
Investment Income
$75
Other Revenue
$70,033
All Other Contributions
$1,765,501
Change in Net Assets
$2,296,608

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 Other1$477,000Fair Market Value (FMV)
Collectibles1$186,954Fair Market Value (FMV)
Other Non Cash Contri Table15$19,377Fair Market Value (FMV)
Total Noncash Contributions17$683,331-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,925,329
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$20,619
Total Revenue per Audited Statements
$3,945,948
Total Revenue per Form 990
$3,925,329
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$916,743
Salaries, Compensation, and Employee Benefits$681,978
Total Fundraising Expense$241,141
Grants and Similar Amounts Paid$30,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$259,137$93,753$91,017$443,907
Interest$236,986$40,092-$277,078
Current Officers, Directors, Trustees, and Key Employees$68,695$24,853$24,128$117,676
Conferences and Meetings$62,656$14,217-$76,873
Other Employee Benefits$43,038$13,677$15,117$71,832
Fees for Services Other-$60,957-$60,957
Other Expenses$60,898$73,926$100,732$60,898
All Other Expenses$47,593$9,146-$56,739
Payroll Taxes$28,890$9,526$10,147$48,563
Office Expenses-$43,344-$43,344
Grants to Domestic Orgs$30,000--$30,000
Travel-$15,292-$15,292
Depreciation Depletion-$8,435-$8,435
Insurance-$3,968-$3,968
Total Functional Expenses$976,394$411,186$241,141$1,628,721

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,649,340
Expenses per Audited Statements$1,628,721
Total Expenses per Form 990$1,628,721
Expenses Not Reported on Form 990$20,619
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The American Battlefield TrustWashington, DC501(c)(3)Purchase of 13 Acres in the Core Area of the Cedar Creek Battlefield in Warren County, Va. the Old Cedar Creek Campground Property.$30,000
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$601,088
Unfunded Pension Contributions$101,562
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
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, Section B, Line 11B

“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, Section B, Line 12C

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

Form 990, Part VI, Section B, Line 15

“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, Section C, Line 19

“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
EIN
54-2007460
Phone
5407404545
Address
PO BOX 897, NEW MARKET, VA 22844

Signing Officer

Name
Keven Walker
Title
Chief Executive Officer
Phone
5407404545
Signed
2019-07-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nicholas P Picerno
Formed
2000
Legal Domicile
Va
Voting Board Members
15
Independent Board Members
15
Employees
16
Volunteers
40

Preparer

Firm
Aronson LLC
Address
805 KING FARM BLVD 3RD FLOOR, ROCKVILLE, MD 20850
Preparer
Gregory M Plotts CPA
Phone
3012316200
Supplemental Narrative

Additional Explanations

PAGE 2 PART III, LINE 1: ORGANIZATION'S MISSION

“What is unique about svbf? The shenandoah valley battlefields national historic district was established by congress in 1996 as an idea ahead of its time an idea whose time has come. The district was established as a public private partnership a federal entity to be managed in perpetuity by a private non-profit organization, the shenandoah valley battlefields foundation. The genius of this model is that it combined the mission and operational directives of traditional units of the national park system with the efficiency and effectiveness of the private sector. This allowed for the building of more robust partnerships; the generation of millions of dollars in private funding; quick reaction to preservation opportunities; and business systems that allow for lean and cost-effective operation. Unlike national heritage areas, the shenandoah valley battlefields national historic district was tasked with purchasing and protecting in perpetuity large swaths of open space and historic sites. In addition to promoting and generating heritage tourism like traditional national heritage areas, the district was created to provide directly for the experience of visitors more like a national park. Trails, interpretive signage, and visitor centers along with original educational programing and partner support were all envisioned as part of district's unique model. It's a model that's worked at a fraction of the cost to the federal government when compared to more traditional nps approaches to battlefield management and interpretation.”

PAGE 2 PART III, LINE 4: PROGRAM ACCOMPLISHMENTS

“Accomplishments on behalf of the american people: the shenandoah valley battlefields foundation has facilitated the preservation of over 8,000 acres of civil war battlefields and today we manage 4,887 acres. The svbf has installed and maintained over 10 miles of interpretive and recreational trails; designed and installed a districtwide system of historic markers; produced visitor's guides; driving tours and wayfinding aids; published original histories and interpretive booklets; and provided educational programing to youth and adults alike. The lands managed by the svbf have provided outdoor recreation opportunities for visitors and local residents and have been maintained with as much concern for the natural resources that they contain as the historic resources they protect. The svbf has opened six visitor orientation centers, one battlefield visitor center, and a museum; preserved collections of artifacts, rare books, letters, documents and furnishings; and opened battlefield parks, restoring much of their 19th century appearance with historic fencing, cannon and vegetation. The svbf interprets and provides visitor services at 20 civil war battlefields and hundreds of related historic sites throughout the valley, including major sites at mcdowell, cross keys, fisher's hill, cedar creek, and second winchester, the 600-acre third winchester battlefield park and third winchester visitor center, six interpretive trails, and the shenandoah valley civil war museum. Interpretive programs include conferences, tours, major events, interpretive markers, driving tours, booklets, films, panels, signage, and exhibits. Svbf education and outreach programs serve pre-k through college age youths with on-site, interactive, and in-school initiatives, printed and web-based resources, and support for home school programs and school systems throughout the district.”

PAGE 2 PART III, LINE 1: PROGRAM ACCOMPLISHMENTS

“What is the economic impact of the national historic district? The valley's numerous battlefields and related historic sites are major heritage tourism attractions. The consulting firm of tripp umbach was recently retained by the heritage development partnership to measure the economic, employment, and government revenue impacts of operations and research of 5 national heritage areas including the shenandoah valley battlefields national historic district. Tripp umbach stated our historic district generates $293.2 million in economic impact, supports 3,930 jobs and generates $20.4 million in tax revenue. These numbers will only go up with the projects planned for the future”

990, Part XII, Line 2C

“There was no change in the review process from the prior year.”

Financial Statement Notes

PART II, LINE 9:

“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.”

PART III, LINE 4:

“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.”

PART X, LINE 2:

“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, 2015 through 2018, remain open to potential examination by taxing authorities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Cogs 20,619. Fundraising expenses net with revenue”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Cogs 20,619. Fundraising expenses net with revenue”

Raw XML AppendixShowing 400 of 607 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/ActivityOrMissionDesc0TO PRESERVE, PROTECT, AND INTERPRET THE HISTORIC CIVIL WAR BATTLEFIELDS, STRUCTURES AND ARTIFACTS OF THE SHENANDOAH VALLEY.
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IRS990/Desc0PRESERVATION AND INTERPRETATION OF CIVIL WAR BATTLEFIELD SITES: THE FOUNDATION MAINTAINS NUMEROUS HISTORIC PRESERVATION PROPERTIES INCLUDING TWENTY BATTLEFIELD SITES COVERING APPROXIMATELY 3,770 ACRES THROUGHOUT THE SHENANDOAH VALLEY, AN ADDITIONAL 914 ACRES OF HISTORIC LAND, AND FOUR HISTORIC BUILDINGS. HISTORIC COLLECTIONS AND ARTIFACTS FROM THE CIVIL WAR ERA ARE PROTECTED, CARED FOR AND PRESERVED. THE FOUNDATION PROVIDES GRANTS FOR ORGANIZATIONS PARTICIPATING IN BATTLEFIELD PRESERVATION AND INTERPRETATION. THE FOUNDATION'S OFFICES ARE LOCATED ON THE SECOND FLOOR OF THE STRAYER HOUSE IN DOWNTOWN NEW MARKET VIRGINIA, ONE OF THE HISTORIC PRESERVATION BUILDINGS IN THE HEART OF THE SHENANDOAH VALLEY. A CIVIL WAR ORIENTATION CENTER, SMALL GIFT SHOP AND VISITOR INFORMATION CENTER IS LOCATED ON THE FIRST FLOOR. THE FOUNDATION COORDINATES NUMEROUS VOLUNTEERS WHO ARE ENGAGED IN THE ONGOING EFFORTS.
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IRS990/Form990PartVIISectionAGrp/PersonNm6JULIE LANGAN
IRS990/Form990PartVIISectionAGrp/PersonNm7KENNETH RUTHERFORD
IRS990/Form990PartVIISectionAGrp/PersonNm8JAMES R WILKINS JR
IRS990/Form990PartVIISectionAGrp/PersonNm9BRIAN K PLUM
IRS990/Form990PartVIISectionAGrp/PersonNm10J RODERICK O GRAVES
IRS990/Form990PartVIISectionAGrp/PersonNm11BENJAMIN MARCHI
IRS990/Form990PartVIISectionAGrp/PersonNm12CDR CRAIG MORIN
IRS990/Form990PartVIISectionAGrp/PersonNm13KIRSTEN TALKEN-SPAULDING
IRS990/Form990PartVIISectionAGrp/PersonNm14DR PHILLIP C STONE SR
IRS990/Form990PartVIISectionAGrp/PersonNm15KEVEN WALKER
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1590188
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF EXECUTIVE OFFICER
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IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt02016714
IRS990/GrantAmt030000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt030000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt030000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03945948
IRS990/GrossRentsGrp/RealAmt066888
IRS990/GrossSalesOfInventoryAmt023764
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IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03968
IRS990/InsuranceGrp/TotalAmt03968
IRS990/InterestGrp/ManagementAndGeneralAmt040092
IRS990/InterestGrp/ProgramServicesAmt0236986
IRS990/InterestGrp/TotalAmt0277078
IRS990/InvestmentIncomeGrp/ExclusionAmt075
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt075
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt028
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt020448
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012012
IRS990/LandBldgEquipCostOrOtherBssAmt042170
IRS990/LegalDomicileStateCd0VA
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PRESERVE, PROTECT, AND INTERPRET THE HISTORIC CIVIL WAR BATTLEFIELDS, STRUCTURES AND ARTIFACTS OF THE SHENANDOAH VALLEY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03964284
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02955770
IRS990/NetAssetsOrFundBalancesBOYAmt028910154
IRS990/NetAssetsOrFundBalancesEOYAmt031206762
IRS990/NetIncomeOrLossGrp/ExclusionAmt03145
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt03145
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt066888
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt066888
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt0683331
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt043344
IRS990/OfficeExpensesGrp/TotalAmt043344
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt033644816
IRS990/OtherAssetsTotalGrp/EOYAmt034870100
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt015117
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt013677
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt043038
IRS990/OtherEmployeeBenefitsGrp/TotalAmt071832
IRS990/OtherExpensesGrp/Desc0PROP MGMT & RESOURCE PR
IRS990/OtherExpensesGrp/Desc1DEVELOPMENT AND GOVERNM
IRS990/OtherExpensesGrp/Desc2BUILD YOUR PARK, PROJEC
IRS990/OtherExpensesGrp/Desc3INTERPRETATION AND FIEL
IRS990/OtherExpensesGrp/FundraisingAmt0100732
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt073926
IRS990/OtherExpensesGrp/ProgramServicesAmt059673
IRS990/OtherExpensesGrp/ProgramServicesAmt178828
IRS990/OtherExpensesGrp/ProgramServicesAmt260898
IRS990/OtherExpensesGrp/TotalAmt0133599
IRS990/OtherExpensesGrp/TotalAmt1100732
IRS990/OtherExpensesGrp/TotalAmt278828
IRS990/OtherExpensesGrp/TotalAmt360898
IRS990/OtherLiabilitiesGrp/BOYAmt0800523
IRS990/OtherLiabilitiesGrp/EOYAmt0702650
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt091017
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt093753
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0259137
IRS990/OtherSalariesAndWagesGrp/TotalAmt0443907
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt010147
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09526
IRS990/PayrollTaxesGrp/ProgramServicesAmt028890
IRS990/PayrollTaxesGrp/TotalAmt048563
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt08010
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt021900
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0NICHOLAS P PICERNO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCES
IRS990/ProgramServiceRevenueGrp/Desc1MUSEUM TICKET SALES
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt127347
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt045659
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt127347
IRS990/ProgSrvcAccomActy2Grp/Desc0SEE SCHEDULE O
IRS990/ProgSrvcAccomActy3Grp/Desc0SEE SCHEDULE O
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02999607
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0784669
IRS990/PYOtherRevenueAmt041386
IRS990/PYProgramServiceRevenueAmt091874
IRS990/PYRevenuesLessExpensesAmt01795709
IRS990/PYSalariesCompEmpBnftPaidAmt0552489
IRS990/PYTotalExpensesAmt01337158
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03132867
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02296608
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt066888
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt073006
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03782215
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02999607
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04693397
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01056234
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04619226
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt017150679
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt066963
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt056524
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt033359
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt030444
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt029620
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0216910
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0204094
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98390
IRS990ScheduleA/PublicSupportPY170Pct00.99120
IRS990ScheduleA/PublicSupportTotal170Amt017088031
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02999607
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01056234
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04619226
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt017150679
IRS990ScheduleA/TotalSupportAmt017367589
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/DirectContactLegislatorsAmt04250
IRS990ScheduleC/DirectContactLegislatorsInd01
IRS990ScheduleC/GrantsOtherOrganizationsInd00
IRS990ScheduleC/MailingsMembersInd00
IRS990ScheduleC/MediaAdvertisementsInd00
IRS990ScheduleC/NotDescribedSection501c3Ind00
IRS990ScheduleC/OtherActivitiesInd00
IRS990ScheduleC/PaidStaffOrManagementInd01
IRS990ScheduleC/PublicationsOrBroadcastInd00
IRS990ScheduleC/RalliesDemonstrationsInd00
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0MEETING WITH STATE AND FEDERAL OFFICIALS OR THEIR STAFF ABOUT BUDGETARY AND OTHER MATTERS OF IMPORTANCE TO THE FOUNDATION.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II-B, LINE 1:
IRS990ScheduleC/TotalLobbyingExpendituresAmt04250
IRS990ScheduleC/VolunteersInd01
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt012012
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030158
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt042170
IRS990ScheduleD/ExpensesIncurredEnforcementAmt04000
IRS990ScheduleD/ExpensesNotReportedAmt020619
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/HistoricLandAreaInd0X
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IRS990ScheduleD/HistoricStructureInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt034389405
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1480695
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PRESERVED HISTORIC LAND AND STRUCTURES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1PRESERVED COLLECTIONS AND ARTIFACTS
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Filings

Displayed year

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

Open filing
Assets
$34,919,534
Liabilities
$3,712,772
Net assets
$31,206,762
Revenue
$3,925,329
Expenses
$1,628,721
Net income
$2,296,608
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