Civic Intelligence

Rockbridge Meadows Group Home Inc.

990EZ • Fiscal year 2016 • EIN 04-3623985

Jan 01, 2016 to Dec 31, 2016 • Filed on May 03, 2017

Organization ProfileN/A
241 Greenhouse RoadLexington, VA 24450

(540) 464-3395

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-55%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

36th percentile

-4.7%

Faster asset growth than 36% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-30%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$240,822

Down $11,843 (-4.7%) from 2015

Net Assets

Down

$240,329

Down $11,460 (-4.6%) from 2015

Liabilities

Down

$493

Down $383 (-44%) from 2015

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin8th percentile

Revenue

Down

$21,007

Down $8,845 (-30%) from 2015

Expenses

Down

$32,467

Down $14,248 (-30%) from 2015

Net Income

Up

-$11,460

Up $5,403 (+32%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2016

Assets$240,822
Liabilities$493
Net Assets$240,329
Open 2016 Filing

Operations Trend

Revenue Growth17th 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

2016

Revenue$21,007
Expenses$32,467
Net Income-$11,460
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 3, 2017
Return Version
2016v3.0
Gross Receipts
$21,007
Mission and Program Overview

Mission

Housing services to disables individuals

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION PROVIDES DEVELOPMENTALLY DISABLED INDIVIDUALS WITH HOUSING FACILITIES AND SERVICES DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS. THERE ARE 6 UNITS IN THE FACILITY.-$30,997
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHERYL WALTERSChair-$0--
SARA VASURAVice Chair-$0--
LORI TURNERBoard Member-$0--
TRACY HARRISBoard Member-$0--
TULLEY RAETZBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Rockbridge Meadows Group Home Inc
EIN
04-3623985
Phone
5404643395
Address
241 GREENHOUSE ROAD, LEXINGTON, VA 24450

Signing Officer

Name
Sheryl Walters
Title
Chair
Phone
5404643395
Signed
2017-05-03

Preparer

Firm
Robinson Farmer Cox Associates
Address
10 HEDGEROW DR, STAUNTON, VA 24401-6360
Preparer
James W Kelly
Phone
5402487300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 852 insurance 2,845 management fees 1,584 misc. Administrative 3,265 supplies 392 total 8,938”

Form 990-ez, Part II, Line 26

“Tenant deposits held in trust 876 493”

Raw XML Appendix156 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROCKBRIDGE CSB
IRS990EZ/BooksInCareOfDetail/PhoneNum05404643395
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0241 GREENHOUSE ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd024450
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt013032
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt014394
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt09817
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11460
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt03687
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0252665
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0240822
IRS990EZ/GrossReceiptsAmt021007
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt0239633
IRS990EZ/LandAndBuildingsGrp/EOYAmt0226428
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0251789
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0240329
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0251789
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0240329
IRS990EZ/OccupancyRentUtltsAndMaintAmt019842
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.25
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHERYL WALTERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SARA VASURA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LORI TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TRACY HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TULLEY RAETZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt08938
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0HOUSING SERVICES TO DISABLES INDIVIDUALS
IRS990EZ/ProgramServiceRevenueAmt011189
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION PROVIDES DEVELOPMENTALLY DISABLED INDIVIDUALS WITH HOUSING FACILITIES AND SERVICES DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS. THERE ARE 6 UNITS IN THE FACILITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030997
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0876
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0493
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt032467
IRS990EZ/TotalProgramServiceExpensesAmt030997
IRS990EZ/TotalRevenueAmt021007
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt09817
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt015115
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt013692
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt012925
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt010458
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt062007
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt05
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt011189
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014736
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt017100
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt016223
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt015098
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt074346
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt05
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0136353
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt021006
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt029851
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt030792
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt029148
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt025556
IRS990ScheduleA/Total509Grp/TotalAmt0136353
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt021007
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt029852
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt030793
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt029148
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt025558
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0136358
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 852 INSURANCE 2,845 MANAGEMENT FEES 1,584 MISC. ADMINISTRATIVE 3,265 SUPPLIES 392 TOTAL 8,938
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TENANT DEPOSITS HELD IN TRUST 876 493
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SHERYL WALTERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05404643395
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCKBRIDGE MEADOWS GROUP HOME INC
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0043623985
ReturnHeader/Filer/PhoneNum05404643395
ReturnHeader/Filer/USAddress/AddressLine1Txt0241 GREENHOUSE ROAD
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024450
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId05DE83D308AF21EAAC4F44A572013746C71D0E517
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05DE83D308AF21EAAC4F44A572013746C71D0E517
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541896113
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBINSON FARMER COX ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010 HEDGEROW DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STAUNTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0244016360
ReturnHeader/PreparerPersonGrp/PhoneNum05402487300
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES W KELLY
ReturnHeader/ReturnTs02017-05-12T13:54:11-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$240,822
Liabilities
$493
Net assets
$240,329
Revenue
$21,007
Expenses
$32,467
Net income
-$11,460
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
2016Detailed filing. Detailed filing data is available for this year.$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