Civic Intelligence

Rockbridge Meadows Group Home Inc.

990EZ • Fiscal year 2014 • EIN 04-3623985

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 24, 2015

Organization ProfileN/A
241 Greenhouse RdLexington, VA 24450

(540) 464-3395

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

74th percentile

0.04x

Higher debt load relative to revenue than 74% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

11th percentile

-31%

Higher net margin than 11% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

38th percentile

-3.5%

Faster asset growth than 38% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

56th percentile

5.6%

Faster revenue growth than 56% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$269,916

Down $9,668 (-3.5%) from 2013

Net Assets

Down

$268,652

Down $9,668 (-3.5%) from 2013

Liabilities

Flat

$1,264

Flat from 2013

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin11th percentile

Revenue

Up

$30,793

Up $1,645 (+5.6%) from 2013

Expenses

Up

$40,461

Up $2,600 (+6.9%) from 2013

Net Income

Down

-$9,668

Down $955 (-11%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2010: $318,360Liabilities 2010: $1,220Net Assets 2010: $317,1402010Assets 2011: $300,517Liabilities 2011: $840Net Assets 2011: $299,6772011Assets 2012: $288,088Liabilities 2012: $1,055Net Assets 2012: $287,0332012Assets 2013: $279,584Liabilities 2013: $1,264Net Assets 2013: $278,3202013Assets 2014: $269,916Liabilities 2014: $1,264Net Assets 2014: $268,6522014Assets 2015: $252,665Liabilities 2015: $876Net Assets 2015: $251,7892015Assets 2016: $240,822Liabilities 2016: $493Net Assets 2016: $240,3292016Assets 2017: $222,948Liabilities 2017: $1,567Net Assets 2017: $221,3812017Assets 2018: $218,335Liabilities 2018: $3,263Net Assets 2018: $215,0722018Assets 2019: $213,649Liabilities 2019: $3,023Net Assets 2019: $210,6262019Assets 2020: $204,046Liabilities 2020: $3,562Net Assets 2020: $200,4842020Assets 2021: $189,241Liabilities 2021: $3,718Net Assets 2021: $185,5232021Assets 2022: $174,536Liabilities 2022: $841Net Assets 2022: $173,6952022Assets 2023: $143,331Liabilities 2023: $1,035Net Assets 2023: $142,2962023Assets 2024: $134,388Liabilities 2024: $1,038Net Assets 2024: $133,3502024

Highlighted filing

2014

Assets$269,916
Liabilities$1,264
Net Assets$268,652
Open 2014 Filing

Operations Trend

Revenue Growth56th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$100K$50K$0-$50KRevenue 2010: $24,619Expenses 2010: $38,666Net Income 2010: -$14,0472010Revenue 2011: $21,616Expenses 2011: $39,079Net Income 2011: -$17,4632011Revenue 2012: $25,558Expenses 2012: $38,202Net Income 2012: -$12,6442012Revenue 2013: $29,148Expenses 2013: $37,861Net Income 2013: -$8,7132013Revenue 2014: $30,793Expenses 2014: $40,461Net Income 2014: -$9,6682014Revenue 2015: $29,852Expenses 2015: $46,715Net Income 2015: -$16,8632015Revenue 2016: $21,007Expenses 2016: $32,467Net Income 2016: -$11,4602016Revenue 2017: $21,139Expenses 2017: $40,087Net Income 2017: -$18,9482017Revenue 2018: $38,878Expenses 2018: $45,187Net Income 2018: -$6,3092018Revenue 2019: $38,274Expenses 2019: $42,720Net Income 2019: -$4,4462019Revenue 2020: $37,641Expenses 2020: $47,783Net Income 2020: -$10,1422020Revenue 2021: $33,526Expenses 2021: $48,487Net Income 2021: -$14,9612021Revenue 2022: $38,833Expenses 2022: $50,661Net Income 2022: -$11,8282022Revenue 2023: $38,576Expenses 2023: $69,975Net Income 2023: -$31,3992023Revenue 2024: $38,218Expenses 2024: $47,164Net Income 2024: -$8,9462024

Highlighted filing

2014

Revenue$30,793
Expenses$40,461
Net Income-$9,668
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 24, 2015
Return Version
2014v5.0
Gross Receipts
$30,793
Mission and Program Overview

Mission

Housing services to disables individuals

Housing services to disabled individuals

Program Services

DescriptionGrantsExpenses
The Organization provides developmentally disabled individuals with housing facilities and services designed to meet their physical, social and psychologiacal needs. There are 6 units in the facility.-$39,061
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL CARTERBoard Chairman (Term Expired 12/31/14)-$0--
JIM YOUNGBoard Member-$0--
JUDY CASTEELEBoard Member-$0--
SHERRY WALTERSBoard Member-$0--
ANN-ASHBY MCKISSICKBoard Member-$0--
DON MCCAULLEYBoard Member-$0--
MARY HARVEY-HALSETHBoard Member (Term Expired 12/31/14)-$0--
Filing and Contact Details

Filer

Filer Name
Rockbridge Meadows Group Home Inc
EIN
04-3623985
Phone
5404643395
Address
241 Greenhouse Rd, Lexington, VA 24450

Signing Officer

Name
Ann-ashby Mckissick
Title
Board Chairman
Phone
5404643395
Signed
2015-04-24
Discuss with paid preparer
Yes

Preparer

Firm
Robinson Farmer Cox Associates PLLC
Address
47 Lee Hwy, Verona, VA 24482-2505
Preparer
James W Kelly
Phone
5402487300
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“Telephone 1067. Management fee 1848. Supplies 1100. Miscellaneous administrative expenses 1989. Depreciation 13205. Conventions and meetings 1083.”

Form 990, Part IX, Line 24F

“LICENSE”

Raw XML Appendix166 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0241 Greenhouse Rd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Lexington
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd024450
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013540
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IRS990EZ/ContributionsGiftsGrantsEtcAmt013692
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9668
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06783
IRS990EZ/ForeignFinancialAccountInd0false
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IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LandAndBuildingsGrp/BOYAmt0266044
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0278320
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt60.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PAUL CARTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JIM YOUNG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JUDY CASTEELE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHERRY WALTERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANN-ASHBY MCKISSICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DON MCCAULLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6MARY HARVEY-HALSETH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Board Chairman (Term expired 12/31/14)
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member (Term expired 12/31/14)
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt020292
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Housing services to disabled individuals
IRS990EZ/ProgramServiceRevenueAmt017100
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Organization provides developmentally disabled individuals with housing facilities and services designed to meet their physical, social and psychologiacal needs. There are 6 units in the facility.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039061
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01264
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01264
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt040461
IRS990EZ/TotalProgramServiceExpensesAmt039061
IRS990EZ/TotalRevenueAmt030793
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013692
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt012925
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt010458
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08712
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010276
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt056063
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt017100
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt016223
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt015098
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012900
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt014338
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt075659
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt012
IRS990ScheduleA/InvestmentIncomeCYPct00.00010
IRS990ScheduleA/InvestmentIncomePYPct00.00010
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99990
IRS990ScheduleA/PublicSupportPY509Pct00.41640
IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt021612
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt024614
IRS990ScheduleA/Total509Grp/TotalAmt0131722
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0131734
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TELEPHONE 1067. MANAGEMENT FEE 1848. SUPPLIES 1100. MISCELLANEOUS ADMINISTRATIVE EXPENSES 1989. DEPRECIATION 13205. CONVENTIONS AND MEETINGS 1083.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LICENSE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part IX, Line 24f
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN-ASHBY MCKISSICK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05404643395
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rockbridge Meadows Group Home Inc
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0043623985
ReturnHeader/Filer/PhoneNum05404643395
ReturnHeader/Filer/USAddress/AddressLine1Txt0241 Greenhouse Rd
ReturnHeader/Filer/USAddress/CityNm0Lexington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024450
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Robinson Farmer Cox Associates PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt047 Lee Hwy
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Verona
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0244822505
ReturnHeader/PreparerPersonGrp/PhoneNum05402487300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES W KELLY
ReturnHeader/ReturnTs02015-05-05T08:22:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$269,916
Liabilities
$1,264
Net assets
$268,652
Revenue
$30,793
Expenses
$40,461
Net income
-$9,668
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.34$0.01$1.33$0.38$0.47$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.43$0.01$1.42$0.39$0.70$0.31
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.01$1.74$0.39$0.51$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.89$0.04$1.86$0.34$0.48$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.04$0.04$2.00$0.38$0.48$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.14$0.03$2.11$0.38$0.43$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.18$0.03$2.15$0.39$0.45$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.23$0.02$2.21$0.21$0.40$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.40$0.21$0.32$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.53$0.01$2.52$0.30$0.47$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.70$0.01$2.69$0.31$0.40$0.10
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$2.80$0.01$2.78$0.29$0.38$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.88$0.01$2.87$0.26$0.38$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$0.01$3.00$0.22$0.39$0.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$0.01$3.17$0.25$0.39$0.14