Civic Intelligence

Augusta Military Academy Alumni Foundation Inc.

990 • Fiscal year 2016 • EIN 54-2028850

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 31, 2017

PO Box 101Fort Defiance, VA 24437-0101

(540) 248-3007

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Higher debt load relative to assets than 56% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

9th percentile

-44%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

87th percentile

$34,392

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 29.4% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

27th percentile

-12%

Faster asset growth than 27% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

51st percentile

1.4%

Faster revenue growth than 51% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$368,418

Down $48,227 (-12%) from 2015

Net Assets

Down

$368,245

Down $48,306 (-12%) from 2015

Liabilities

Up

$173

Up $79 (+84%) from 2015

Revenue

Up

$116,838

Up $1,621 (+1.4%) from 2015

Expenses

Up

$168,530

Up $6,739 (+4.2%) from 2015

Net Income

Down

-$51,692

Down $5,118 (-11%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2010: $222,704Liabilities 2010: $2,014Net Assets 2010: $220,6902010Assets 2011: $443,615Liabilities 2011: $12,277Net Assets 2011: $431,3382011Assets 2012: $440,670Liabilities 2012: $6,348Net Assets 2012: $434,3222012Assets 2013: $477,441Liabilities 2013: $6,972Net Assets 2013: $470,4692013Assets 2014: $478,615Liabilities 2014: $160Net Assets 2014: $478,4552014Assets 2015: $416,645Liabilities 2015: $94Net Assets 2015: $416,5512015Assets 2016: $368,418Liabilities 2016: $173Net Assets 2016: $368,2452016Assets 2017: $371,603Liabilities 2017: $1,650Net Assets 2017: $369,9532017Assets 2018: $420,644Liabilities 2018: $423Net Assets 2018: $420,2212018Assets 2019: $448,443Liabilities 2019: $48,865Net Assets 2019: $399,5782019Assets 2020: $428,550Liabilities 2020: $61,594Net Assets 2020: $366,9562020Assets 2021: $501,361Liabilities 2021: $65,428Net Assets 2021: $435,9332021Assets 2022: $419,705Liabilities 2022: $8,557Net Assets 2022: $411,1482022Assets 2023: $403,561Liabilities 2023: $6,394Net Assets 2023: $397,1672023Assets 2024: $420,700Liabilities 2024: $4,073Net Assets 2024: $416,6272024

Highlighted filing

2016

Assets$368,418
Liabilities$173
Net Assets$368,245

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $115,427Expenses 2010: $132,681Net Income 2010: -$17,2542010Revenue 2011: $126,487Expenses 2011: $125,364Net Income 2011: $1,1232011Revenue 2012: $112,159Expenses 2012: $128,663Net Income 2012: -$16,5042012Revenue 2013: $136,185Expenses 2013: $139,828Net Income 2013: -$3,6432013Revenue 2014: $159,953Expenses 2014: $137,833Net Income 2014: $22,1202014Revenue 2015: $115,217Expenses 2015: $161,791Net Income 2015: -$46,5742015Revenue 2016: $116,838Expenses 2016: $168,530Net Income 2016: -$51,6922016Revenue 2017: $131,028Expenses 2017: $143,333Net Income 2017: -$12,3052017Revenue 2018: $208,015Expenses 2018: $146,687Net Income 2018: $61,3282018Revenue 2019: $101,333Expenses 2019: $147,527Net Income 2019: -$46,1942019Revenue 2020: $119,265Expenses 2020: $141,859Net Income 2020: -$22,5942020Revenue 2021: $118,904Expenses 2021: $166,483Net Income 2021: -$47,5792021Revenue 2022: $184,348Expenses 2022: $176,252Net Income 2022: $8,0962022Revenue 2023: $159,111Expenses 2023: $191,090Net Income 2023: -$31,9792023Revenue 2024: $146,349Expenses 2024: $139,690Net Income 2024: $6,6592024

Highlighted filing

2016

Revenue$116,838
Expenses$168,530
Net Income-$51,692
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 31, 2017
Return Version
2016v3.0
Gross Receipts
$248,279
Mission and Program Overview

Mission

To promote education by funding of scholarships and preserving the history of augusta military academy through operation of a museum and publishing of a news letter.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$225,072$208,018▼ $17,054
Land, Buildings, and Equipment, Net$159,262$146,320▼ $12,942
Cash and Non-Interest-Bearing Accounts$27,358$12,358▼ $15,000
Savings and Temporary Cash Investments$4,953$1,722▼ $3,231
Total Assets$416,645$368,418▼ $48,227
Liabilities
Other Liabilities$94$173▲ $79
Total Liabilities$94$173▲ $79
Net Assets / Fund Balance
Unrestricted Net Assets$408,051$359,745▼ $48,306
Permanently Rstr Net Assets$6,500$6,500→ $0
Temporarily Rstr Net Assets$2,000$2,000→ $0
Total Net Assets Fund Balance$416,551$368,245▼ $48,306
Total Liabilities and Net Assets / Fund Balance$416,645$368,418▼ $48,227

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$146,003$194,903$340,906
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Crysta StephensonExecutive DiPT$34,392$34,392

Board Members and Trustees

NameTitle
Blaine ClarkChairman
Frank WilliamsonVice Chairma
Dr Mary DecredicoTrustee
Ed RogervilleTrustee
Edwin ClickTrustee
Gordon R MetzTrustee
Rick SmailTrustee
Chuck WilliamsTrustee-non
Stephen TrentEx-officio T
Phil BentleySecretary
Steve TraylorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$95,140
Program Service Revenue
$0
Investment Income
$2,635
Other Revenue
$19,063
All Other Contributions
$95,140
Change in Net Assets
$-51,692
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$89,639
Salaries, Compensation, and Employee Benefits$61,891
Grants and Similar Amounts Paid$17,000
Total Fundraising Expense$3,034
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$57,402-$57,402
Occupancy$13,140$2,191-$15,331
Depreciation Depletion$12,942--$12,942
Grants to Domestic Orgs$10,000--$10,000
All Other Expenses$5,708$1,070$1,337$8,115
Grants to Domestic Individuals$7,000--$7,000
Fees for Services Accounting-$5,285-$5,285
Insurance$5,084--$5,084
Office Expenses-$5,025-$5,025
Payroll Taxes-$4,489-$4,489
Advertising-$3,227-$3,227
Travel-$2,442-$2,442
Fees for Services Legal-$1,717-$1,717
Other Expenses$2,300$15,997$1,697$1,697
Conferences and Meetings$240$557-$797
Information Technology-$558-$558
Total Functional Expenses$65,536$99,960$3,034$168,530
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Vmi FoundationLexington, VA501c3-$10,000
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
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Taxes Payable$173
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
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
No
Other officer compensation reviewed
No
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, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Augusta Military Academy Alumni
EIN
54-2028850
Phone
5402483007
Address
PO BOX 101, FORT DEFIANCE, VA 24437-0101

Signing Officer

Name
Crysta Stephenson
Title
Executive Director
Phone
5402480507
Signed
2017-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Crysta Stephenson
Voting Board Members
11
Independent Board Members
11
Employees
6
Volunteers
11

Preparer

Firm
White Withers Masincup & Cannaday Pc
Address
PO BOX 1048, STAUNTON, VA 24402-1048
Preparer
Robert W Masincup
Phone
5408858123
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Volunteers give tours, answer phone, run gift shop and other clerical duties.

Form 990, Part XI, Line 9

Reclass pr yr loan as income 0 0 misc pr yr adj 0

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IRS990/ProgSrvcAccomActy3Grp/Desc0SIX INDIVIDUAL SCHOLARSHIPS IN AMOUNTS FROM 200 TO 1,000 EACH TO PAY FOR ATTENDANCE AT EDUCATIONAL INSTITUTIONS AND DIRECT CONTRIBUTIONS TO COLLEGE FOUNDATIONS TO TO FUND SCHOLARSHIPS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt017000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt017000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0103909
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt016000
IRS990/PYInvestmentIncomeAmt09383
IRS990/PYOtherExpensesAmt088264
IRS990/PYOtherRevenueAmt01925
IRS990/PYRevenuesLessExpensesAmt0-46574
IRS990/PYSalariesCompEmpBnftPaidAmt057527
IRS990/PYTotalExpensesAmt0161791
IRS990/PYTotalRevenueAmt0115217
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-51692
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt04953
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01722
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt095140
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0103909
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0119496
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0128368
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt099430
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0546343
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05235
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05893
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08931
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07274
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06627
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt033960
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt019073
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94150
IRS990ScheduleA/PublicSupportPY170Pct00.94190
IRS990ScheduleA/PublicSupportTotal170Amt0546343
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt095140
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0103909
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0119496
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0128368
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt099430
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0546343
IRS990ScheduleA/TotalSupportAmt0580303
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0146003
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0194903
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0340906
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0173
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0146003
IRS990ScheduleD/TotalLiabilityAmt0173
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt07000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0LEGACY SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt07
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0VMI FOUNDATION
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0NEIKIRK HALL - 304 LETCHER AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine2Txt0PO BOX 932
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LEXINGTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd024450
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0VOLUNTEERS GIVE TOURS, ANSWER PHONE, RUN GIFT SHOP AND OTHER CLERICAL DUTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3RECLASS PR YR LOAN AS INCOME 0 0 MISC PR YR ADJ 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0VA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt02000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt02000
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0416645
IRS990/TotalAssetsEOYAmt0368418
IRS990/TotalAssetsGrp/BOYAmt0416645
IRS990/TotalAssetsGrp/EOYAmt0368418
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt095140
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt03034
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt099960
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt065536
IRS990/TotalFunctionalExpensesGrp/TotalAmt0168530
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt094
IRS990/TotalLiabilitiesEOYAmt0173
IRS990/TotalLiabilitiesGrp/BOYAmt094
IRS990/TotalLiabilitiesGrp/EOYAmt0173
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0416551
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0368245
IRS990/TotalProgramServiceExpensesAmt065536
IRS990/TotalReportableCompFromOrgAmt034392
IRS990/TotalRevenueGrp/ExclusionAmt05235
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt016463
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0116838
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0416645
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0368418
IRS990/TravelGrp/ManagementAndGeneralAmt02442
IRS990/TravelGrp/TotalAmt02442
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0408051
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0359745
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01640 LEE HIGHWAY
IRS990/USAddress/CityNm0FORT DEFIANCE
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd024437
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.21$0.04$4.17$1.46$1.40$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.06$3.97$1.59$1.91$0.32
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.09$4.11$1.84$1.76$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.01$0.65$4.36$1.19$1.66$0.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.29$0.62$3.67$1.19$1.42$0.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.48$0.49$4.00$1.01$1.48$0.46
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.21$0.00$4.20$2.08$1.47$0.61
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.72$0.02$3.70$1.31$1.43$0.12
2016Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$1.17$1.69$0.52
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.17$0.00$4.17$1.15$1.62$0.47
2014Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.78$1.60$1.38$0.22
2013Detailed filing. Detailed filing data is available for this year.$4.77$0.07$4.70$1.36$1.40$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.41$0.06$4.34$1.12$1.29$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.44$0.12$4.31$1.26$1.25$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.02$2.21$1.15$1.33$0.17