SHENANDOAH VALLEY BATTLEFIELDS FOU… - 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

Legal Domicile

Principal Officer

KEVEN WALKER

Phone

5407404545

Tax Period

2024-10-01 to 2025-09-30

SHENANDOAH VALLEY BATTLEFIELDS FOUNDATION is a community nonprofit in the Arts, Culture & Humanities sector that reported $7.9M in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $5.0M, a strong 64% operating margin.

Mission

TO PRESERVE, PROTECT, AND INTERPRET THE HISTORIC CIVIL WAR BATTLEFIELDS, STRUCTURES, AND ARTIFACTS OF THE SHENANDOAH VALLEY.

Program Service Accomplishments

Program 1

Expenses: $2,242,133 Revenue: $153,052

PRESERVATION AND INTERPRETATION OF CIVIL WAR BATTLEFIELD SITES: THIS INCLUDING PRESERVING APPROXIMATELY 7,700 ACRES OF BATTLEFIELD LAND THROUGHOUT THE SHENANDOAH VALLEY, AND 22 HISTORIC STRUCTURES...

PRESERVATION AND INTERPRETATION OF CIVIL WAR BATTLEFIELD SITES: THIS INCLUDING PRESERVING APPROXIMATELY 7,700 ACRES OF BATTLEFIELD LAND THROUGHOUT THE SHENANDOAH VALLEY, AND 22 HISTORIC STRUCTURES, HISTORIC COLLECTIONS AND ARTIFACTS FROM THE CIVIL WAR ERA ARE PROTECTED, CARED FOR AND PRESERVED. THE FOUDADTION PROVIDES GRANTS FOR ORGANIZATIONS PARTICIPATING IN BATTLEFIELD PRESERVATION AND INTERPRETATION. THE FOUNDATION'S OFFICES ARE LOCATED ON THE SECOND FLOOR OF THE HISTORIC STRAYER HOUSE IN DOWNTOWN NEW MARKET, VIRGINIA, IN THE HEART OF THE SHENANDOAH VALLEY. A CIVIL WAR ORIENTATION CENTER SMALL GIFT SHOP AND VISITOR INFORMATION CENTER IS LOCATED ON THE FIRST FLOOR. THE FOUNDATION COORDINATES NUMEROUS VOLUNTEERS WHO ARE ENGAGED IN THE ONGOING EFFORTS. THE FOUNDATION OWNS AND OPERATES A CIVIL WAR MUSEUM IN DOWNTOWN WINCHESTER AND A VISITORS CENTER LOCATED AT THE THIRD WINCHESTER BATTLEFIELD.

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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 (2024)

Revenue Breakdown

Contributions & Grants $7,393,496

Program Service Revenue $153,052

Investment Income $169,166

Other Revenue $180,583

TOTAL REVENUE $7,896,297

Expense Breakdown

Grants Paid $12,000

Salaries & Benefits $716,463

Fundraising Expenses $279,371

Program Expenses $2,242,133

Other Expenses $2,141,869

TOTAL EXPENSES $2,870,332

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,896,297	$9,045,319	-0.1%
Expenses	$2,870,332	$3,458,167	-0.2%
Net Income	$5,025,965	$5,587,152	-0.1%

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

195

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

$176,836

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARK D PERREAULT	CHAIRMAN	3.00	Officer Director	$0	$0	$0
NICHOLAS P PICERNO	VICE CHAIRMA	3.00	Officer Director	$0	$0	$0
CRAIG R STEVENS	TREASURER	3.00	Officer Director	$0	$0	$0
CDR CRAIG A MORIN	SECRETARY	3.00	Officer Director	$0	$0	$0
DR WILLIAM R ARCHER III	BOARD MEMBER	1.00	Director	$0	$0	$0
ALPHONSO P BOXLEY III	BOARD MEMBER	1.00	Director	$0	$0	$0
CHILDS F BURDEN	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM DAVIS	BOARD MEMBER	1.00	Director	$0	$0	$0
J RODERICK O GRAVES	BOARD MEMBER	1.00	Director	$0	$0	$0
SEN CHRISTOPHER T HEAD	BOARD MEMBER	1.00	Director	$0	$0	$0
DR IRVINE E HESS	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM B HOLTZMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
ALLEN L LOUDERBACK	BOARD MEMBER	1.00	Director	$0	$0	$0
THOMAS C MACK	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES E PEARMAN JR	BOARD MEMBER	1.00	Director	$0	$0	$0
COLVIN GREGG RYAN	BOARD MEMBER	1.00	Director	$0	$0	$0
LINDA C WHEELER	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES WILKINS III	BOARD MEMBER	1.00	Director	$0	$0	$0
KEVEN WALKER	CEO	40.00	Officer	$140,000	$36,836	$176,836

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	$7,896,297	$2,870,332	$74,697,504	$5,025,965
2024	$9,045,319	$3,458,167	$70,693,313	$5,587,152
2023	$8,141,350	$2,930,571	$63,483,814	$5,210,779
2022	$8,174,103	$1,726,529	$60,839,183	$6,447,574
2021	$6,618,931	$1,427,414	$52,047,334	$5,191,517
2020	$5,284,490	$1,423,857	$39,949,892	$3,860,633
2019	$3,850,718	$1,728,709	$36,178,081	$2,122,009
2018	$3,925,329	$1,628,721	$34,919,534	$2,296,608

SHENANDOAH VALLEY BATTLEFIELDS FOUNDATION