SHENANDOAH APPLE BLOSSOM FESTIVAL INCORPORATED (EIN 540377058) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1924

Legal Domicile

Principal Officer

CLIFTON RUTHERFORD

Phone

5406623863

Tax Period

2024-09-01 to 2025-08-31

SHENANDOAH APPLE BLOSSOM FESTIVAL INCORPORATED, founded in 1924, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.8M in total revenue in fiscal year 2018.

Mission

TO PROVIDE THE APPLE BLOSSOM FESTIVAL TO THE COMMUNITY OF WINCHESTER, VIRGINIA.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $71,576

Program Service Revenue $2,533,389

Investment Income $36,284

Other Revenue $32,295

TOTAL REVENUE $2,673,544

Expense Breakdown

Grants Paid $0

Salaries & Benefits $351,599

Fundraising Expenses $41,806

Program Expenses $2,478,294

Other Expenses $2,387,983

TOTAL EXPENSES $2,739,582

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,673,544	$2,753,399	0.0%
Expenses	$2,739,582	$2,556,990	+0.1%
Net Income	$-66,038	$196,409	-1.3%

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

1500

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEREMY LUTTRELL	PRESIDENT	6.00	Officer Director	$0	$0	$0
CLIFTON RUTHERFORD	TREASURER	2.00	Officer Director	$0	$0	$0
BRIDGET AIKENS	PRESIDENT EL	6.00	Officer Director	$0	$0	$0
LINDA MILBURN	SECRETARY	5.00	Officer Director	$0	$0	$0
J DOUGLAS MCCARTHY	COUNSEL	1.00	Officer Director	$0	$0	$0
ELAINE AIKENS	DIRECTOR	2.00	Director	$0	$0	$0
SHAREN E GROMLING	DIRECTOR	2.00	Director	$0	$0	$0
SANDRA ARMSTRONG	DIRECTOR	1.00	Director	$0	$0	$0
KAY M BOLLINGER	DIRECTOR	2.00	Director	$0	$0	$0
BARRY CARPER	DIRECTOR	2.00	Director	$0	$0	$0
JAMES B DOUGLAS	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN T GRIFFIN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HUNTSBERRY	DIRECTOR	1.00	Director	$0	$0	$0
WAYNE KOEHLER	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS F PRICE	DIRECTOR	2.00	Director	$0	$0	$0
DON RATCLIFF	DIRECTOR	1.00	Director	$0	$0	$0
CARMEN A RIO	DIRECTOR	1.00	Director	$0	$0	$0
JIM ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
MIKE STANFIELD	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS G SCULLY JR	DIRECTOR	2.00	Director	$0	$0	$0
DAVID THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
LOUANN THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
JAMES R WILKINS JR	DIRECTOR	1.00	Director	$0	$0	$0
ASHLEY SUTPHIN	DIRECTOR	5.00	Director	$0	$0	$0
JIM GOWDY	DIRECTOR	5.00	Director	$0	$0	$0
ANNE LEWIS	DIRECTOR	5.00	Director	$0	$0	$0
CHRIS MARTIN	DIRECTOR	5.00	Director	$0	$0	$0
TIM PRICE	DIRECTOR	5.00	Director	$0	$0	$0
IVY BROWN TYSON	DIRECTOR	5.00	Director	$0	$0	$0
SABRA VEACH	DIRECTOR	5.00	Director	$0	$0	$0

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	$2,673,544	$2,739,582	$1,360,673	$-66,038
2024	$2,753,399	$2,556,990	$1,386,387	$196,409
2023	$2,279,080	$2,083,805	$1,206,613	$195,275
2022	$1,988,980	$1,762,349	$848,468	$226,631
2021	$1,109,493	$943,139	$713,317	$166,354
2020	$200,396	$430,525	$647,240	$-230,129
2019	$1,788,150	$1,863,569	$490,765	$-75,419

SHENANDOAH APPLE BLOSSOM FESTIVAL INCORPORATED