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Shenandoah Fellowship Foundation

Tax-deductible

Winchester, VA501(c)(3)Since 1972HousingEIN 23-7195850Revenue $1.1M in FY2025

On file with the IRSwinchesterhouse.org27 S Cameron St, 22601-6089 · Winchester, VATax-exempt since Dec 1976Publicly supported charity — 170(b)(1)(A)(vi)

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To provide housing and related facilities and services for elderly families and individuals.

501(c)(3) charity; gifts are tax-deductible.
76¢ of each $1 spent went to programs.
Run by 15 volunteers and 10 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $413K a year · 42% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
76%
of spending
Looks good: 76% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
13 mo
of spending, in cash
Looks good: 13.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$44K
0.6% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.1M
-30% vs prior year
Spent
$771K
To programs
76%
Net assets
$7.9M
By yearFY2020–FY2025
Revenue
$1.1M
FY2025▼ -30%
Tap a bar for its year
Revenue by fiscal year
FY2020$800K
FY2021$720K
FY2022$746K
FY2023$1.1M
FY2024$1.5M
FY2025$1.1M
Expenses
$771K
FY2025▲ +9%
Tap a bar for its year
Expenses by fiscal year
FY2020$472K
FY2021$409K
FY2022$495K
FY2023$610K
FY2024$708K
FY2025$771K
Net assets
$7.9M
FY2025▲ +5%
Tap a bar for its year
Net assets by fiscal year
FY2020$6.1M
FY2021$6.6M
FY2022$6.5M
FY2023$6.9M
FY2024$7.5M
FY2025$7.9M

From the FY2025 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1976.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

76 cents of each dollar spent went to programs.

Program services 76% · $583K Management & general 24% · $188K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

15 people listed on the 990.

Part VII, Section A · reportable compensation
David Ray
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Larry Weiss
2nd Vice Pre
$0Pt VII · Sec A
Wayne Saunders
Treasurer &
$0Pt VII · Sec A
Pam McKinley
Secretary &
$0Pt VII · Sec A
Rick Hart
Trustee Unti
$0Pt VII · Sec A
Lauren Gwinn
Trustee Unti
$0Pt VII · Sec A
Doug Norell
Trustee Unti
$0Pt VII · Sec A
See Shenandoah Fellowship Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers housing and support services for seniors and their families.

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Provided by the organization

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1 program · $583K · in their own filed words · FY2025
01

Provide low cost rental housing for the elderly.

$583Kprogram expense

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.1M
Ln 12
Gifts and grantsLn 1h$454K
Investment incomeLn 3$346K
Fees for servicesLn 2g$275K
Money outPt IX
$771K
Ln 25
Programscol B$583K
Managementcol C$188K
Owns and owesPt X
$7.9M
net assets · Ln 32
Cash and savingsLn 1–2$836K
Total assetsLn 16$8.0M
LiabilitiesLn 26$44K
PeoplePt VI, VII
15
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$454K
Government grantsLn 1e$454K
Fees for servicesLn 2g$275K
Investment incomeLn 3$346K
Gains on assetsLn 7$8K
Total revenueLn 12$1.1M
Assets in detailPt X, end of year
CashLn 1$326K
SavingsLn 2$510K
Cash and savings togetherLn 1–2$836K
InvestmentsLn 11–13$3.5M
Land, buildings, equipmentLn 10c$3.6M
Total assetsLn 16$8.0M
LiabilitiesLn 26$44K
Net assetsLn 32$7.9M
OperationsPt I, VI
EmployeesI 510
VolunteersI 615
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$1.0M$836K
InvestmentsLn 11–13$5.6M$3.5M
Land, buildings, equipmentLn 10c$878K$3.6M
Total assetsLn 16$7.6M$8.0M
LiabilitiesLn 26$40K$44K
Net assetsLn 32$7.5M$7.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$232K$133K$99K
Pension plan contributionsLn 8$2K$1K$718
Other employee benefitsLn 9$9K$9K
Payroll taxesLn 10$16K$16K
Legal feesLn 11b$34K$34K
Investment management feesLn 11f$16K$16K
Advertising and promotionLn 12$3K$3K
Office expensesLn 13$45K$22K$22K
OccupancyLn 16$97K$97K
Depreciation, depletion and amortizationLn 22$100K$100K
InsuranceLn 23$49K$49K
Other expenses (24a–d)Ln 24$170K$155K$16K
Total functional expensesLn 25$771K$583K$188K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $1.1M$771K$303K$7.9M 990 PDF
FY2024 $1.5M$708K$832K$7.5M 990 PDF
FY2023 $1.1M$610K$454K$6.9M 990 PDF
FY2022 $746K$495K$251K$6.5M 990 PDF
FY2021 $720K$409K$311K$6.6M 990 PDF
FY2020 $800K$472K$329K$6.1M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $1,074,540 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $294,224$453,927
I-9 Program service revenuePrior year $469,294$274,961
I-10 Investment incomePrior year $776,188$345,652
I-11 Other revenue$0
I-12 Total revenuePrior year $1,539,706$1,074,540
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $238,018$257,909
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $469,930$513,330
I-18 Total expensesPrior year $707,948$771,239
I-19 Revenue less expensesPrior year $831,758$303,301
Part VI · Governance 15 of 15 board members independent, 3 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $1,074,540 across 6 lines filed
VIII-1e Government grants$453,927
VIII-1h Total contributions, gifts and grants$453,927
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $274,961$274,961
VIII-3 Investment incomeExcluded from tax $337,973$337,973
VIII-7 Net gain or loss on sales of assetsExcluded from tax $7,679$7,679
VIII-12 Total revenueRelated to mission $274,961 · Excluded from tax $345,652$1,074,540
Part IX · Statement of functional expenses $771,239 across 12 lines filed
IX-7 Other salaries and wagesPrograms $132,566 · Management $99,377$231,943
IX-8 Pension plan contributionsPrograms $1,190 · Management $718$1,908
IX-9 Other employee benefitsPrograms $8,551$8,551
IX-10 Payroll taxesPrograms $15,507$15,507
IX-11b Legal feesManagement $34,271$34,271
IX-11f Investment management feesManagement $15,560$15,560
IX-12 Advertising and promotionPrograms $2,797$2,797
IX-13 Office expensesPrograms $22,366 · Management $22,365$44,731
IX-16 OccupancyPrograms $97,045$97,045
IX-22 Depreciation, depletion and amortizationPrograms $99,805$99,805
IX-23 InsurancePrograms $48,910$48,910
IX-24 Other expenses (24a–d)Programs $154,547 · Management $15,664$170,211
IX-25 Total functional expensesPrograms $583,284 · Management $187,955 · Fundraising $0$771,239
Part X · Balance sheet $7,956,885 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $1,027,237$326,186
X-2 Savings and temporary cash investments$509,582
X-4 Accounts receivableStart of year $30,044$40,069
X-9 Prepaid expenses and deferred chargesStart of year $20,067$24,367
X-10c Land, buildings and equipment, netStart of year $877,807$3,605,930
X-12 Other securitiesStart of year $5,600,546$3,450,751
X-16 Total assetsStart of year $7,555,701$7,956,885
X-25 Other liabilitiesStart of year $39,890$44,004
X-26 Total liabilitiesStart of year $39,890$44,004
X-27 Net assets without donor restrictionsStart of year $7,515,811$7,912,881
X-32 Total net assets or fund balancesStart of year $7,515,811$7,912,881
X-33 Total liabilities and net assetsStart of year $7,555,701$7,956,885
Part XI · Reconciliation of net assets $7,912,881 net assets at year end
XI-1 Total revenue$1,074,540
XI-2 Total expenses$771,239
XI-3 Revenue less expenses$303,301
XI-4 Net assets at start of year$7,515,811
XI-5 Net unrealized gains (losses) on investments$93,769
XI-10 Net assets at end of year$7,912,881

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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