Civic Intelligence

Shenandoah Valley Battlefields Foundation

990 • Fiscal year 2019 • EIN 54-2007460

Oct 01, 2018 to Sep 30, 2019 • Filed on Aug 07, 2020

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

30th percentile

0.08x

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

72nd percentile

0.74x

Higher debt load relative to revenue than 72% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

93rd percentile

55%

Higher net margin than 93% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

15th percentile

$120,473

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

48th percentile

3.6%

Faster asset growth than 48% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

31st percentile

-1.9%

Faster revenue growth than 31% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$36,178,081

Up $1,258,547 (+3.6%) from 2018

Net Assets

Up

$33,328,771

Up $2,122,009 (+6.8%) from 2018

Liabilities

Down

$2,849,310

Down $863,462 (-23%) from 2018

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin93rd percentile

Revenue

Down

$3,850,718

Down $74,611 (-1.9%) from 2018

Expenses

Up

$1,728,709

Up $99,988 (+6.1%) from 2018

Net Income

Down

$2,122,009

Down $174,599 (-7.6%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth48th 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

2019

Assets$36,178,081
Liabilities$2,849,310
Net Assets$33,328,771
Open 2019 Filing

Operations Trend

Revenue Growth31st 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

2019

Revenue$3,850,718
Expenses$1,728,709
Net Income$2,122,009
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Aug 7, 2020
Return Version
2018v3.2
Gross Receipts
$3,871,672
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
Cash and Non-Interest-Bearing Accounts$15,522$88,288▲ $72,766
Pledges and Grants Receivable$21,900--
Land, Buildings, and Equipment, Net$12,012$3,577▼ $8,435
Total Assets$34,919,534$36,178,081▲ $1,258,547
Other Assets Total$34,870,100$36,086,216▲ $1,216,116
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,955,770$1,883,170▼ $1,072,600
Other Liabilities$702,650$934,072▲ $231,422
Accounts Payable and Accrued Expenses$54,352$32,068▼ $22,284
Total Liabilities$3,712,772$2,849,310▼ $863,462
Net Assets / Fund Balance
Unrestricted Net Assets$30,974,881$33,174,389▲ $2,199,508
Temporarily Rstr Net Assets$231,881$154,382▼ $77,499
Total Net Assets Fund Balance$31,206,762$33,328,771▲ $2,122,009
Total Liabilities and Net Assets / Fund Balance$34,919,534$36,178,081▲ $1,258,547

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,577$38,593$42,170
Other Assets Org$484,267--
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Keven WalkerChief Executive OfficerFT$92,774$27,699$120,473

Board Members and Trustees

NameTitle
Nicholas P PicernoChairman
Hugh Srpoul 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
$3,702,204
Program Service Revenue
$96,291
Investment Income
$1,574
Other Revenue
$50,649
All Other Contributions
$1,606,806
Change in Net Assets
$2,122,009

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,850,718
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$20,954
Total Revenue per Audited Statements
$3,871,672
Total Revenue per Form 990
$3,850,718
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,132,436
Salaries, Compensation, and Employee Benefits$595,188
Total Fundraising Expense$287,203
Grants and Similar Amounts Paid$1,085
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$213,524$73,510$109,057$396,091
Interest-$125,042-$125,042
Current Officers, Directors, Trustees, and Key Employees$64,945$22,359$33,169$120,473
Conferences and Meetings$66,686$13,414-$80,100
Fees for Services Other-$62,053-$62,053
All Other Expenses$43,347$10,127-$53,474
Payroll Taxes$24,094$8,295$12,306$44,695
Office Expenses-$37,929-$37,929
Other Expenses$36,492$65,608$123,329$36,492
Other Employee Benefits$18,291$6,296$9,342$33,929
Fees for Services Accounting-$25,025-$25,025
Travel-$24,146-$24,146
Grants to Domestic Individuals$1,085--$1,085
Insurance-$985-$985
Total Functional Expenses$966,717$474,789$287,203$1,728,709

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,749,663
Expenses per Audited Statements$1,728,709
Total Expenses per Form 990$1,728,709
Expenses Not Reported on Form 990$20,954
Expenses Not Reported on Financial Statements$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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit$832,510
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
2020-08-07
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
10
Volunteers
50

Preparer

Firm
Aronson LLC
Address
111 ROCKVILLE PIKE SUITE 600, ROCKVILLE, MD 20850
Preparer
Mark Robins CPA
Phone
3012316200
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“There was no change in hte 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, 2016 through 2019, remain open to potential examination by taxing authorities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“COGS 20,954.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“COGS 20,954.”

Raw XML AppendixShowing 400 of 576 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/Desc0PRESERVATION AND INTERPRETATION OF CIVIL WAR BATTLEFIELD SITES: THE FOUNDATION MAINTAINS NUMEROUS HISTORIC PRESERVATION PROPERTIES INCLUDING APPROXIMATELY 5,279 ACRES OF BATTLEFIELD LAND THROUGHOUT THE SHENANDOAH VALLEY, AND TWELVE HISTORIC STRUCTURES. 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. THE FOUNDATION OWNS AND OPERATES A CIVIL WAR MUSEUM IN DOWNTOWN WINCHESTER AND A VISITORS CENTER LOCATED AT THE THIRD WINCHESTER BATTLEFIELD.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF EXECUTIVE OFFICER
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IRS990/GrantAmt01085
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IRS990/GrantsToOrganizationsInd00
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IRS990/GrossSalesOfInventoryAmt027427
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IRS990/IncludeFIN48FootnoteInd01
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IRS990/IndoorTanningServicesInd00
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0985
IRS990/InsuranceGrp/TotalAmt0985
IRS990/InterestGrp/ManagementAndGeneralAmt0125042
IRS990/InterestGrp/TotalAmt0125042
IRS990/InvestmentIncomeGrp/ExclusionAmt01574
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01574
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt012012
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03577
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/BOYAmt02955770
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01883170
IRS990/NetAssetsOrFundBalancesBOYAmt031206762
IRS990/NetAssetsOrFundBalancesEOYAmt033328771
IRS990/NetIncomeOrLossGrp/ExclusionAmt06473
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt06473
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt044176
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt044176
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt03350
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt037929
IRS990/OfficeExpensesGrp/TotalAmt037929
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt034870100
IRS990/OtherAssetsTotalGrp/EOYAmt036086216
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09342
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt06296
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt018291
IRS990/OtherEmployeeBenefitsGrp/TotalAmt033929
IRS990/OtherExpensesGrp/Desc0BUILD YOUR PARK, PROJEC
IRS990/OtherExpensesGrp/Desc1PROP MGMT & RESOURCE PR
IRS990/OtherExpensesGrp/Desc2DEVELOPMENT AND GOVERNM
IRS990/OtherExpensesGrp/Desc3LAND TAXES
IRS990/OtherExpensesGrp/FundraisingAmt0123329
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt065608
IRS990/OtherExpensesGrp/ProgramServicesAmt0418807
IRS990/OtherExpensesGrp/ProgramServicesAmt179446
IRS990/OtherExpensesGrp/ProgramServicesAmt236492
IRS990/OtherExpensesGrp/TotalAmt0418807
IRS990/OtherExpensesGrp/TotalAmt1145054
IRS990/OtherExpensesGrp/TotalAmt2123329
IRS990/OtherExpensesGrp/TotalAmt336492
IRS990/OtherLiabilitiesGrp/BOYAmt0702650
IRS990/OtherLiabilitiesGrp/EOYAmt0934072
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0109057
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt073510
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0213524
IRS990/OtherSalariesAndWagesGrp/TotalAmt0396091
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt012306
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08295
IRS990/PayrollTaxesGrp/ProgramServicesAmt024094
IRS990/PayrollTaxesGrp/TotalAmt044695
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt021900
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0NICHOLAS P PICERNO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0541900
IRS990/ProgramServiceRevenueGrp/BusinessCd1541900
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCES
IRS990/ProgramServiceRevenueGrp/Desc1MUSEUM TICKET SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt062685
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt133606
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt062685
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt133606
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03782215
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt030000
IRS990/PYInvestmentIncomeAmt075
IRS990/PYOtherExpensesAmt0916743
IRS990/PYOtherRevenueAmt070033
IRS990/PYProgramServiceRevenueAmt073006
IRS990/PYRevenuesLessExpensesAmt02296608
IRS990/PYSalariesCompEmpBnftPaidAmt0681978
IRS990/PYTotalExpensesAmt01628721
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03925329
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt02122009
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt044176
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt096291
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03702204
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03782215
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02999607
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04693397
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01056234
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt016233657
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01574
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt066963
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt056524
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt033359
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt030444
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0188864
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0366349
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96370
IRS990ScheduleA/PublicSupportPY170Pct00.98390
IRS990ScheduleA/PublicSupportTotal170Amt015827107
IRS990ScheduleA/SubstantialContributorsTotAmt0406550
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03702204
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03782215
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt016233657
IRS990ScheduleA/TotalSupportAmt016422521
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/DirectContactLegislatorsAmt02125
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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 FOUNDAITON.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II-B, LINE 1:
IRS990ScheduleC/TotalLobbyingExpendituresAmt02125
IRS990ScheduleC/VolunteersInd01
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CollUsedScholarlyRsrchInd0X
IRS990ScheduleD/EquipmentGrp/BookValueAmt03577
IRS990ScheduleD/EquipmentGrp/DepreciationAmt038593
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt042170
IRS990ScheduleD/ExpensesIncurredEnforcementAmt04000
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01728709
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IRS990ScheduleD/HeldWorksArtGrp/AssetsIncludedAmt0480695
IRS990ScheduleD/HistoricLandAreaInd0X
IRS990ScheduleD/HistoricStructureInd0X
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt035601949
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1484267

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,178,081
Liabilities
$2,849,310
Net assets
$33,328,771
Revenue
$3,850,718
Expenses
$1,728,709
Net income
$2,122,009
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