YOUR ECONOMIC SUCCESS

EIN: 541168566 501(c)(3) Social Science

HARRISONBURG, VA

Total Revenue
$208,390
Total Expenses
$146,967
Total Assets
$1,942,713
Net Assets
$1,913,042
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
1981
Legal Domicile
VA
Principal Officer
LYDIA HEATWOLE
Phone
5405683244
Tax Period
2024-07-01 to 2025-06-30

SHENANDOAH VALLEY ECONOMIC EDUCATIO, founded in 1981, is a small nonprofit in the Social Science sector that reported $106K in total revenue in fiscal year 2017. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $17K, a strong 16% operating margin.

Mission

WE GROW HEALTHIER COMMUNITIES THROUGH ACCESSIBLE ECONOMIC EDUCATION MADE EASY.

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Trantor Score

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $145,211
Program Service Revenue $0
Investment Income $63,179
Other Revenue $0
TOTAL REVENUE $208,390

Expense Breakdown

Grants Paid $102,333
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $116,461
Other Expenses $44,634
TOTAL EXPENSES $146,967

Year-over-Year Comparison

2024 2023 Change
Revenue $208,390 $222,108 -0.1%
Expenses $146,967 $158,915 -0.1%
Net Income $61,423 $63,193 0.0%
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

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Governance

Voting Members
16
Independent Members
16
Employees
N/A
Volunteers
16

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
4
$0
Total Directors
16
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MATT VON SCHUCH CHAIR 0.00
Officer Director
$0 $0 $0
MICHAEL GOCHENOUR VICE CHAIR 0.00
Officer Director
$0 $0 $0
LYDIA HEATWOLE TREASURER 0.00
Officer Director
$0 $0 $0
ANNE WHITNEY FLINT SECRETARY 0.00
Officer Director
$0 $0 $0
CRAIG ANDERS MEMBER 0.00
Director
$0 $0 $0
STEPHANNE BYRD MEMBER 0.00
Director
$0 $0 $0
QUINTON CALLAHAN MEMBER 0.00
Director
$0 $0 $0
PAUL CLINE MEMBER 0.00
Director
$0 $0 $0
VADA KELLEY MEMBER 0.00
Director
$0 $0 $0
SEAN MCGOWAN MEMBER 0.00
Director
$0 $0 $0
CARI OREBAUGH MEMBER 0.00
Director
$0 $0 $0
CHRISTOPHER QUINN MEMBER 0.00
Director
$0 $0 $0
ABE SHEARER MEMBER 0.00
Director
$0 $0 $0
ANDY VANHOOK MEMBER 0.00
Director
$0 $0 $0
DANIELLE ROPP MEMBER 0.00
Director
$0 $0 $0
WINSTON WEAVER MEMBER 0.00
Director
$0 $0 $0
N/A EX-OFFICIO MEMBER 0.00
$0 $0 $0
N/A EX-OFFICIO MEMBER 0.00
$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 $208,390 $146,967 $1,942,713 $61,423
2024 $222,108 $158,915 $1,785,194 $63,193
2023 $185,038 $144,039 $1,631,089 $40,999
2022 $382,179 $145,044 $1,644,586 $237,135
2021 $178,380 $348,685 $1,566,845 $-170,305
2020 $88,450 $118,864 $1,530,074 $-30,414
2019 $80,631 $107,325 $1,542,389 $-26,694
2018 $106,456 $89,184 $1,506,478 $17,272
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