THE COMMUNITY FOUNDATION OF THE NO… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

CARY CRAIG

Phone

5408696776

Tax Period

2023-01-01 to 2023-12-31

THE COMMUNITY FOUNDATION OF THE NORTHERN SHENANDOAH VALLEY, founded in 2001, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.9M in total revenue in fiscal year 2023. Revenue fell 55% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.2M, a strong 61% operating margin.

Mission

THE COMMUNITY FOUNDATION ENHANCES THE QUALITY OF LIFE IN WINCHESTER AND THE NORTHERN SHENANDOAH VALLEY OF VIRGINIA BY INSPIRING PHILANTHROPY AND CIVIC ENGAGEMENT, EMPOWERING DONORS AND COMMUNITY PARTNERS AND PROVIDING STEWARDSHIP OF COMMUNITY RESOURCES.

Program Service Accomplishments

Program 1

Expenses: $598,839

THE COMMUNITY FOUNDATION ACCEPTS CONTRIBUTIONS TO DISTRIBUTE INCOME AS GRANTS AND SCHOLARSHIPS PRIMARILY FOR THE BENEFIT OF PEOPLE IN THE NORTHERN SHENANDOAH VALLEY OF VIRGINIA.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,110,187

Program Service Revenue $0

Investment Income $757,515

Other Revenue $24,143

TOTAL REVENUE $1,891,845

Expense Breakdown

Grants Paid $576,292

Salaries & Benefits $84,614

Fundraising Expenses $9,082

Program Expenses $598,839

Other Expenses $67,906

TOTAL EXPENSES $728,812

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,891,845	$4,228,545	-0.6%
Expenses	$728,812	$882,219	-0.2%
Net Income	$1,163,033	$3,346,326	-0.7%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✓ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$56,500

Total Directors

$5,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARY CRAIG	PRESIDENT	2.00	Officer Director	$0	$0	$0
KATHY NAPIER	SECRETARY	1.00	Officer Director	$0	$0	$0
JULIA CONNELL	DIRECTOR	1.00	Director	$0	$0	$0
BRET HRBEK	DIRECTOR	1.00	Director	$0	$0	$0
ERIK BEATLEY	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD KENNEDY	DIRECTOR AT LARGE AND INTERIM ED	1.00	Director	$5,000	$0	$5,000
JOHN TYSON	DIRECTOR	1.00	Director	$0	$0	$0
DARCUS BRENEMAN	TREASURER	5.00	Officer Director	$0	$0	$0
KATHY KANTER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CLAY PERRY	DIRECTOR	1.00	Director	$0	$0	$0
NANCY SILVIA	EXECUTIVE DIRECTOR	30.00	Officer	$56,500	$0	$56,500

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$1,891,845	$728,812	$15,330,251	$1,163,033
2023	$1,891,845	$728,812	$15,330,251	$1,163,033
2022	$4,178,088	$833,419	$13,094,468	$3,344,669
2021	$2,373,007	$426,471	$12,990,575	$1,946,536
2020	$2,231,352	$312,037	$9,441,540	$1,919,315
2019	$899,956	$254,822	$6,693,338	$645,134
2018	$808,654	$181,337	$4,959,539	$627,317

THE COMMUNITY FOUNDATION OF THE NORTHERN SHENANDOAH VALLEY