Civic Intelligence

The Generals Redoubt

990 • Fiscal year 2023 • EIN 84-1863901

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

Organization ProfileWWW.THEGENERALSREDOUBT.US
PO Box 1097Lexington, VA 24450

(540) 460-7465

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

96th percentile

78%

Higher net margin than 96% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

91st percentile

64%

Faster asset growth than 91% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

6.5%

Faster revenue growth than 50% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$4,760,375

Up $1,856,974 (+64%) from 2022

Net Assets

Up

$4,755,585

Up $1,852,184 (+64%) from 2022

Liabilities

Up

$4,790

Up $4,790 from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin96th percentile

Revenue

Up

$2,071,826

Up $126,493 (+6.5%) from 2022

Expenses

Up

$458,723

Up $230,610 (+101%) from 2022

Net Income

Down

$1,613,103

Down $104,117 (-6.1%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$6.0M$4.0M$2.0M$0Assets 2019: $168,002Liabilities 2019: $02019Assets 2020: $559,472Liabilities 2020: $0Net Assets 2020: $559,4722020Assets 2021: $1,458,655Liabilities 2021: $87,831Net Assets 2021: $1,370,8242021Assets 2022: $2,903,401Liabilities 2022: $0Net Assets 2022: $2,903,4012022Assets 2023: $4,760,375Liabilities 2023: $4,790Net Assets 2023: $4,755,5852023Assets 2024: $5,272,765Liabilities 2024: $9,596Net Assets 2024: $5,263,1692024

Highlighted filing

2023

Assets$4,760,375
Liabilities$4,790
Net Assets$4,755,585
Open 2023 Filing

Operations Trend

Revenue Growth50th percentile

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

$3.0M$2.0M$1.0M$0Revenue 2019: $152,560Expenses 2019: $15,243Net Income 2019: $137,3172019Revenue 2020: $469,673Expenses 2020: $78,203Net Income 2020: $391,4702020Revenue 2021: $998,190Expenses 2021: $186,838Net Income 2021: $811,3522021Revenue 2022: $1,945,333Expenses 2022: $228,113Net Income 2022: $1,717,2202022Revenue 2023: $2,071,826Expenses 2023: $458,723Net Income 2023: $1,613,1032023Revenue 2024: $2,269,440Expenses 2024: $334,117Net Income 2024: $1,935,3232024

Highlighted filing

2023

Revenue$2,071,826
Expenses$458,723
Net Income$1,613,103
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Gross Receipts
$2,359,323
Mission and Program Overview

Mission

To educate the public about the history of washington and lee university as well as its founders.

To educate the public about washington and lee university as well as its founders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,263,654$3,104,951▲ $841,297
Land, Buildings, and Equipment, Net$0$1,127,860▲ $1,127,860
Cash and Non-Interest-Bearing Accounts$615,667$520,329▼ $95,338
Savings and Temporary Cash Investments$24,080--
Total Assets$2,903,401$4,760,375▲ $1,856,974
Other Assets Total$0$7,235▲ $7,235
Liabilities
Accounts Payable and Accrued Expenses-$4,790-
Total Liabilities$0$4,790▲ $4,790
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,847,112$4,710,139▲ $1,863,027
Net Assets With Donor Restrictions$56,289$45,446▼ $10,843
Total Net Assets Fund Balance$2,903,401$4,755,585▲ $1,852,184
Total Liabilities and Net Assets / Fund Balance$2,903,401$4,760,375▲ $1,856,974

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$771,017$17,524$788,541
Land$275,176-$275,176
Other Land Buildings$81,667$5,833$87,500
Other Securities$1,120,218--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Thomas P RideoutChairman
Stephen W RobinsonPresident
John LaneVice President
John D KlinedinstVice President and Treasur
Gib KerrDirector
Jay DormanDirector
Jeffrey Duke SouthmaydDirector
Jonathan B SchewelDirector
Joshua Neely YoungDirector
Judith ConlonDirector
Margaret CampbellDirector
Mary SawhillDirector
Rodney Mims CookDirector
Victoria Guroian SandersDirector
Walter J BordaDirector
Will TannerDirector
Rex H WooldridgeSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,007,616
Program Service Revenue
$0
Investment Income
$64,210
Other Revenue
$0
All Other Contributions
$2,007,616
Change in Net Assets
$1,613,103

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
Securities Publicly Traded1$39,005Fair Market Value (FMV) on Donation Date
Total Noncash Contributions1$39,005-

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,054,515
Revenue Not Reported on Financial Statements
$17,311
Revenue Not Reported on Form 990
$239,081
Total Revenue per Audited Statements
$2,293,596
Total Revenue per Form 990
$2,071,826
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$458,723
Total Fundraising Expense$1,982
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$59,094$10,719-$69,813
Depreciation Depletion$14,014$8,175$1,168$23,357
Fees for Service Investment Mgmnt Fees-$17,311-$17,311
Fees for Services Accounting-$15,153-$15,153
Occupancy$4,571$2,666$381$7,618
Fees for Services Legal-$5,400-$5,400
Information Technology$2,634$1,537$220$4,391
Insurance$2,560$1,493$213$4,266
Office Expenses-$4,224-$4,224
Other Expenses$258,572$2,803-$2,803
All Other Expenses$1,761$41-$1,802
Travel$1,385--$1,385
Total Functional Expenses$344,591$112,150$1,982$458,723

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$458,723
Expenses per Audited Statements$441,412
Total Expenses per Audited Statements$441,412
Expenses Not Reported on Financial Statements$17,311
Expenses Not Reported on Form 990$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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
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, Part VI, Section A, Line 2

“M. Neely young's son, joshua neely young, serves on the board of directors. Maggie campbell, a board member, is the daughter of rex wooldridge, the organization's secretary.”

Form 990, Part VI, Section A, Line 8B

“There is no committee that has the authority to act on behalf of the board of directors.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed and approved by the president and treasurer before filing.”

Form 990, Part VI, Section B, Line 12C

“Board of directors members are required to annually certify that they have no conflicts of interest”

Form 990, Part VI, Section C, Line 18

“Form 990 filing is avaliable on guidestar.org and upon request.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are avaliable upon request.”

Filing and Contact Details

Filer

Filer Name
The Generals Redoubt
EIN
84-1863901
Phone
5404607465
Address
PO BOX 1097, LEXINGTON, VA 24450

Signing Officer

Name
John D Klinedinst
Title
Vice President and Treasurer
Phone
5404607465
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John D Klinedinst
Formed
2019
Legal Domicile
Va
Voting Board Members
17
Independent Board Members
17
Employees
0
Volunteers
0

Preparer

Firm
Raetz & Hawkins Pc Cpas
Address
128 SOUTH RANDOLPH STREET, LEXINGTON, VA 24450-0916
Preparer
Lucas C Penix
Phone
5404637121
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Paypal fees: program service expenses 0. Management and general expenses 2,697. Fundraising expenses 0. Total expenses 2,697. Public relations consulting: program service expenses 59,094. Management and general expenses 0. Fundraising expenses 0. Total expenses 59,094. Other professional fees: program service expenses 0. Management and general expenses 8,022. Fundraising expenses 0. Total expenses 8,022.”

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IRS990/MissionDesc0TO EMPOWER WASHINGTON AND LEE ALUMNI, STUDENTS, AND PARENTS TO ADVANCE THE UNIVERSITY'S UNIQUE HISTORY AND TRADITIONS OF HONOR, CIVILITY, AND CLASSICAL LIBERAL ARTS EDUCATION.
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,760,375
Liabilities
$4,790
Net assets
$4,755,585
Revenue
$2,071,826
Expenses
$458,723
Net income
$1,613,103
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.27$0.01$5.26$2.27$0.33$1.94
2023Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$2.07$0.46$1.61
2022Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$1.95$0.23$1.72
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.09$1.37$1.00$0.19$0.81
2020Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.47$0.08$0.39
2019Summary only. Only limited summary data is available for this year.$0.17$0.00$0.15$0.02$0.14