Shenandoah Valley Westminster-canterbury Foundation is a 501(c)(3) organization based in Winchester, Virginia, registered in 2016, with $1,087,590 in FY2024 revenue. CharityIndex grades it B.
Revenue (FY2024)
$1.1M
▲ 28.7% vs prior year
Housing median: $408K
Expenses (FY2024)
$496K
Net assets
$13.2M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Shenandoah Valley Westminster-canterbury Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Shenandoah Valley Westminster-canterbury Foundation: 318 mo reserves · +54% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Shenandoah Valley Westminster-canterbury Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Shenandoah Valley Westminster-canterbury Foundation: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue declined from $1.5M (FY2017) to $1.1M (FY2024) across 8 reported years.
Financial snapshot
Operating margin
54.4%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$13.4M
Total liabilities
$259K
Net assets
$13.2M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $1,087,590▲28.7% | $496,404▲22.9% | $13,166,803▲9.1% | $13,425,666▲8.9% | 990 |
| 2023 | $844,892▲18.5% | $404,003▲14.8% | $12,073,242▲17.9% | $12,329,440▲18.0% | 990 |
| 2022 | $712,903▼18.1% | $351,779▼13.6% | $10,238,593▼14.4% | $10,452,941▼13.1% | 990 |
| 2021 | $869,962▲205% | $407,298▲74.1% | $11,959,346▲10.5% | $12,026,015▲10.4% | 990 |
| 2020 | $285,648▲180% | $233,961▼20.3% | $10,820,037▲8.6% | $10,895,632▲7.7% | 990 |
| 2019 | -$357,749▼121% | $293,582▼11.4% | $9,960,988▲10.1% | $10,118,871▲10.2% | 990 |
| 2018 | $1,717,089▲15.9% | $331,324▼27.3% | $9,045,271▲1.1% | $9,182,784▼0.3% | 990 |
| 2017 | $1,481,231 | $456,014 | $8,945,316 | $9,205,917 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
7 grants to Shenandoah Valley Westminster-canterbury Foundation totaling $83K, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2023 | $25,450 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $16,300 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2021 | $16,300 |
| Fidelity Investments Charitable Gift Fund | For grant recipient's exempt purposes | 2019 | $10,000 |
| Donor Advised Charitable Giving | Human services | 2019 | $5,250 |
| Donor Advised Charitable Giving | Human services | 2018 | $5,100 |
| Donor Advised Charitable Giving | Health & human services | 2016 | $5,000 |
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Data for Shenandoah Valley Westminster-canterbury Foundation (EIN 47-4751000) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.