Civic Intelligence

Rockfish Valley Foundation

990EZ • Fiscal year 2016 • EIN 20-3481268

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 24, 2017

p o box 235nellysford, VA 22958

(434) 361-0271

Siviq Scores

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

Liabilities / Assets

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

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

Liabilities / Revenue

73rd percentile

0.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

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

Net Margin

81st percentile

25%

Higher net margin than 81% 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

71st percentile

19%

Faster asset growth than 71% of similar nonprofits.

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

Revenue Growth

56th percentile

4.4%

Faster revenue growth than 56% of similar nonprofits.

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

Assets

Up

$77,551

Up $12,351 (+19%) from 2015

Net Assets

Up

$75,979

Up $11,785 (+18%) from 2015

Liabilities

Up

$1,572

Up $566 (+56%) from 2015

Revenue

Up

$47,299

Up $1,991 (+4.4%) from 2015

Expenses

Down

$35,514

Down $8,532 (-19%) from 2015

Net Income

Up

$11,785

Up $10,523 (+834%) from 2015

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2010: $22,185Liabilities 2010: $1,940Net Assets 2010: $20,2452010Assets 2011: $29,316Liabilities 2011: $1,638Net Assets 2011: $27,6782011Assets 2012: $40,453Liabilities 2012: $926Net Assets 2012: $39,5272012Assets 2013: $51,455Liabilities 2013: $12,318Net Assets 2013: $39,1372013Assets 2014: $62,932Liabilities 2014: $0Net Assets 2014: $62,9322014Assets 2015: $65,200Liabilities 2015: $1,006Net Assets 2015: $64,1942015Assets 2016: $77,551Liabilities 2016: $1,572Net Assets 2016: $75,9792016Assets 2017: $80,667Liabilities 2017: $2,256Net Assets 2017: $78,4112017Assets 2018: $97,065Liabilities 2018: $1,439Net Assets 2018: $95,6262018Assets 2019: $102,744Liabilities 2019: $2,078Net Assets 2019: $100,6662019Assets 2020: $120,892Liabilities 2020: $1,209Net Assets 2020: $119,6832020Assets 2021: $170,826Liabilities 2021: $932Net Assets 2021: $169,8942021Assets 2022: $164,955Liabilities 2022: $3,839Net Assets 2022: $161,1162022Assets 2023: $182,013Liabilities 2023: $3,425Net Assets 2023: $178,5882023Assets 2024: $150,164Liabilities 2024: $3,914Net Assets 2024: $146,2502024

Highlighted filing

2016

Assets$77,551
Liabilities$1,572
Net Assets$75,979

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $20,028Expenses 2010: $13,693Net Income 2010: $6,3352010Revenue 2011: $20,384Expenses 2011: $13,099Net Income 2011: $7,2852011Revenue 2012: $36,373Expenses 2012: $24,524Net Income 2012: $11,8492012Revenue 2013: $53,592Expenses 2013: $32,966Net Income 2013: $20,6262013Revenue 2014: $67,638Expenses 2014: $43,843Net Income 2014: $23,7952014Revenue 2015: $45,308Expenses 2015: $44,046Net Income 2015: $1,2622015Revenue 2016: $47,299Expenses 2016: $35,514Net Income 2016: $11,7852016Revenue 2017: $73,387Expenses 2017: $70,955Net Income 2017: $2,4322017Revenue 2018: $82,240Expenses 2018: $65,025Net Income 2018: $17,2152018Revenue 2019: $78,269Expenses 2019: $73,229Net Income 2019: $5,0402019Revenue 2020: $86,879Expenses 2020: $67,862Net Income 2020: $19,0172020Revenue 2021: $114,668Expenses 2021: $64,457Net Income 2021: $50,2112021Revenue 2022: $114,688Expenses 2022: $123,466Net Income 2022: -$8,7782022Revenue 2023: $110,853Expenses 2023: $93,381Net Income 2023: $17,4722023Revenue 2024: $111,708Expenses 2024: $144,046Net Income 2024: -$32,3382024

Highlighted filing

2016

Revenue$47,299
Expenses$35,514
Net Income$11,785
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 24, 2017
Return Version
2016v3.0
Gross Receipts
$48,238
Mission and Program Overview

Mission

The mission of the Rockfish Valley Foundation is to preserve the natural, historical, ecological and agricultural resources of the Rockfish Valley. We accomplish this with an education process that uses the following resources: the Nelson Scenic Loop, Spruce Creek Park, the Natural History Center, six miles in the Rockfish Valley Trail System, and lands associated with them. The mission further supports conservation, recreation, preservation, agricultural and environmental education, and promotes a rural tourism experience in the Rockfish Valley of Nelson County, Virginia. We aim to inspire a healthy lifestyle by offering hiking trails, a public park, programs and events. We support all students whether in Nelson public schools, home schools or private schools. The lands serve as our outdoor laboratory for students, the community and visitors, alike. Our vision is to enhance environmental literacy and create better stewards. We are the nature guys and Nature is our game.

The mission of the Rockfish Valley Foundation is to preserve the natural, historical, ecological and agricultural resources of the Rockfish Valley. We accomplish this through enriching the lives of our community by supporting the Rockfish Valley Loop Trail system, Spruce Creek Park and the lands associated with them. The mission furthers supports conservation, recreation, preservation and environmental education and promotes a rural tourism experience in the Rockfish Valley of Nelson County, Virginia. We aim to inspire a healthy lifestyle by offering hiking trails, campsites, programs and events. The lands serves as an outdoor laboratory for students, the community and visitors alike.

Program Services

DescriptionGrantsExpenses
NATURAL HISTORY CENTER was opened in 2012. there were three exhibt changes up until 2016. We are an affiliate of the VA Museum of Natural History from which we borrow materials. There is no staff or funding connection. in 2016 we decided to create anew exhibit called Naturally Nelson. It was funded by community contributions and work begun in the fall. We spend $1855 ofon displays and 4413 on educational materials. The naturally history center is opened from April 1 until Dec 31. during that period we hosted filed trip with the Nelson county elementary schools. A major accomplishment was the creation of our Education committee which has grown to 12 members. A sub committee was formed to create the new exhibit. Another goal was to connect the exhibits and resources in the Natural History Center with those in Spruce Creek Park and particularly the Children's Nature Trail (CNT). The education committee formed a subcommittee to undertake design and construction. Focus groups were held; gravel work done to the CNT . The SPRUCE CREEK PARK had several other projects begun. one was a Native Plant Walk. IN 2016 it was laid out and the first section planted. Another project begun was construction of a storage shed by the Nelson county High school students under the direction of Paul Connell. The grant with the VA Dept of Conservation and Recreation was extended from the spring of 2016 until 12/31/2017. A number of projects were proposed to utilize that and several like gravel improvements and the perimeter fencing were selected to be done. reimbursement will come in 2017. The NELSON SCENIC LOOP and ROCKFISH VALLEY FOUNDATION websites were enhanced and a new brochures designed and printed.$4,925$6,564
In 2016 we had a number of events. Again the ROCKFISH VALLEY FOUNDATION KITE FESTIVAL is AGAIN our biggest event. There were over 1500 in attendance. this was the eight year. The weather was perfect. Again nearly 400 kites were given to the younger children; the parachute races were very popular and a good time had by all. the ninth will occur in April 2017. SOUTH ROCKFISH VALLEY RURAL HISTORIC DISTRICT celebration occurred September 18 at Three Chimneys historic house. Over 350 person attended. it included a house tour, talks on the history of the area, a river tour to observe a beaver family and their successful habitat and period music. NELSONITE PROGRAM was held October 16, 2016 and 75 attended. Presentations were made by PVCC faculty and students, David Spears the stat geologist and others. All attendees got a piece of Nelsonite and we auctioned off a necklace that was one by the youngest in attendance who had been asked to draw the winning ticket from the bowl. I was a success and uch information is now at the natural history center and on the the website. As usual we hosted a number of visiting groups that included the MASTER NATURALISTS and others.$0$2,230
goals and objectives into 2016 will focus on completing the Children's Nature trail and completing first phase of the Native Plant walk that was started in 2015. it will also be the year when stream restoration repairs are done on the south rockfish river and the RVF natural history center develops more docent training and visitor materials and presentations. In 2016 stream repair was done upstream of the Rockfish river bridge. efforts were undertaken to rid the impacted areas of invasive plants. the trail under the bride was reworked very successfully. again we believe that over 10,000 took advantage of the trails during the year. More and more people are making use of the 9 picnic tables spread around the trails. VDOT did an excellent job reconstructing the entrance on to RT 151 from the Camille Trail head.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter A Agelasto IIITrustee PresidentFT$0--
Craig CooperTrustee Vice Chairman-$0--
Betsy R AgelastoTrustee SecretaryPT$0--
Luis CastroTrustee Treasurer-$0--
Christopher GensicTrustee Trails Committee Chair-$0--
Liz SargentTrustee Chair Historic District Committee-$0--
Michael LachanceTrustee, Education Committee Member-$0--
John ZawatskyTrustee, Education Committee MemberPT$0--
Frederick WinterTrustee, Development Committee Chair-$0--
Dale WeigelTrustee, Development And Finance Committees-$0--
Sharon HudsonTrustee-$0--
Peter A Agelasto IVTrustee-$0--
Joseph PrueherEmeritus Trustee-$0--
Chip MorganEmeritus Trustee-$0--
Paul DavisEmeritus Trustee-$0--
Parker AgelastoEmeritus Trustee-$0--
Waite RawlsEmeritus Trustee-$0--
Lynn fontanaTrustee , Exec COM, Education Committee ChairPT$0--
Filing and Contact Details

Filer

Filer Name
Rockfish Valley Foundation
EIN
20-3481268
Phone
4343610271
Address
p o box 235, nellysford, VA 22958

Signing Officer

Name
Peter A Agelasto III
Title
President
Phone
4343611296
Signed
2017-08-24
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8

$577.36 is the amounts of Visa card rewards

Form 990-EZ, Part I, Line 16

Books and subscriptions 19, Computers and Software 430, Education Materials and Supplies 413, Event Expense 478, Kite Festival 1362, Exhibit Materials and Displays 1856, Fundrive Expense 2099, Liability Insurance 307, Directors and Officers Liability Insurance 956, Marketing and Public Relations 1290, Dues and Government Filing Fees 839, PayPal and Other Fees 101, Website and Other Media 519, Interest Expense 1

Form 990-EZ, Part II, Line 24

Undeposited funds 1, Inventory of Books Puzzles Guides Environmental Materials 2478, Skins and Taxidermy 1200

Form 990-EZ, Part II, Line 26

Credit Cards 1109, Accounts and Sales Tax Payable 463

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

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Peter A Agelasto III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Craig Cooper
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Frederick Winter
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Sharon Hudson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Peter A Agelasto IV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12Joseph Prueher
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13Chip Morgan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14Paul Davis
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15Parker Agelasto
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16Waite Rawls
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17Lynn fontana
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IRS990EZ/PrimaryExemptPurposeTxt0The mission of the Rockfish Valley Foundation is to preserve the natural, historical, ecological and agricultural resources of the Rockfish Valley. We accomplish this through enriching the lives of our community by supporting the Rockfish Valley Loop Trail system, Spruce Creek Park and the lands associated with them. The mission furthers supports conservation, recreation, preservation and environmental education and promotes a rural tourism experience in the Rockfish Valley of Nelson County, Virginia. We aim to inspire a healthy lifestyle by offering hiking trails, campsites, programs and events. The lands serves as an outdoor laboratory for students, the community and visitors alike.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0goals and objectives into 2016 will focus on completing the Children's Nature trail and completing first phase of the Native Plant walk that was started in 2015. it will also be the year when stream restoration repairs are done on the south rockfish river and the RVF natural history center develops more docent training and visitor materials and presentations. In 2016 stream repair was done upstream of the Rockfish river bridge. efforts were undertaken to rid the impacted areas of invasive plants. the trail under the bride was reworked very successfully. again we believe that over 10,000 took advantage of the trails during the year. More and more people are making use of the 9 picnic tables spread around the trails. VDOT did an excellent job reconstructing the entrance on to RT 151 from the Camille Trail head.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1NATURAL HISTORY CENTER was opened in 2012. there were three exhibt changes up until 2016. We are an affiliate of the VA Museum of Natural History from which we borrow materials. There is no staff or funding connection. in 2016 we decided to create anew exhibit called Naturally Nelson. It was funded by community contributions and work begun in the fall. We spend $1855 ofon displays and 4413 on educational materials. The naturally history center is opened from April 1 until Dec 31. during that period we hosted filed trip with the Nelson county elementary schools. A major accomplishment was the creation of our Education committee which has grown to 12 members. A sub committee was formed to create the new exhibit. Another goal was to connect the exhibits and resources in the Natural History Center with those in Spruce Creek Park and particularly the Children's Nature Trail (CNT). The education committee formed a subcommittee to undertake design and construction. Focus groups were held; gravel work done to the CNT . The SPRUCE CREEK PARK had several other projects begun. one was a Native Plant Walk. IN 2016 it was laid out and the first section planted. Another project begun was construction of a storage shed by the Nelson county High school students under the direction of Paul Connell. The grant with the VA Dept of Conservation and Recreation was extended from the spring of 2016 until 12/31/2017. A number of projects were proposed to utilize that and several like gravel improvements and the perimeter fencing were selected to be done. reimbursement will come in 2017. The NELSON SCENIC LOOP and ROCKFISH VALLEY FOUNDATION websites were enhanced and a new brochures designed and printed.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2In 2016 we had a number of events. Again the ROCKFISH VALLEY FOUNDATION KITE FESTIVAL is AGAIN our biggest event. There were over 1500 in attendance. this was the eight year. The weather was perfect. Again nearly 400 kites were given to the younger children; the parachute races were very popular and a good time had by all. the ninth will occur in April 2017. SOUTH ROCKFISH VALLEY RURAL HISTORIC DISTRICT celebration occurred September 18 at Three Chimneys historic house. Over 350 person attended. it included a house tour, talks on the history of the area, a river tour to observe a beaver family and their successful habitat and period music. NELSONITE PROGRAM was held October 16, 2016 and 75 attended. Presentations were made by PVCC faculty and students, David Spears the stat geologist and others. All attendees got a piece of Nelsonite and we auctioned off a necklace that was one by the youngest in attendance who had been asked to draw the winning ticket from the bowl. I was a success and uch information is now at the natural history center and on the the website. As usual we hosted a number of visiting groups that included the MASTER NATURALISTS and others.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0$577.36 is the amounts of Visa card rewards
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Books and subscriptions 19, Computers and Software 430, Education Materials and Supplies 413, Event Expense 478, Kite Festival 1362, Exhibit Materials and Displays 1856, Fundrive Expense 2099, Liability Insurance 307, Directors and Officers Liability Insurance 956, Marketing and Public Relations 1290, Dues and Government Filing Fees 839, PayPal and Other Fees 101, Website and Other Media 519, Interest Expense 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Undeposited funds 1, Inventory of Books Puzzles Guides Environmental Materials 2478, Skins and Taxidermy 1200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Credit Cards 1109, Accounts and Sales Tax Payable 463
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 26
ReasonableCauseExplanation/ExplanationTxt0extension was filed
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Peter A Agelasto III
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04343611296
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCKFISH VALLEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0203481268
ReturnHeader/Filer/PhoneNum04343610271
ReturnHeader/Filer/USAddress/AddressLine1Txt0p o box 235
ReturnHeader/Filer/USAddress/CityNm0nellysford
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd022958
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.57.121.26
ReturnHeader/ReturnTs02017-08-25T11:46:26-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.50$0.04$1.46$1.12$1.44$0.32
2023Detailed filing. Detailed filing data is available for this year.$1.82$0.03$1.79$1.11$0.93$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.65$0.04$1.61$1.15$1.23$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.01$1.70$1.15$0.64$0.50
2020Detailed filing. Detailed filing data is available for this year.$1.21$0.01$1.20$0.87$0.68$0.19
2019Detailed filing. Detailed filing data is available for this year.$1.03$0.02$1.01$0.78$0.73$0.05
2018Detailed filing. Detailed filing data is available for this year.$0.97$0.01$0.96$0.82$0.65$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.81$0.02$0.78$0.73$0.71$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.02$0.76$0.47$0.36$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.65$0.01$0.64$0.45$0.44$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.68$0.44$0.24
2013Detailed filing. Detailed filing data is available for this year.$0.51$0.12$0.39$0.54$0.33$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.01$0.40$0.36$0.25$0.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.02$0.28$0.20$0.13$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.22$0.02$0.20$0.20$0.14$0.06