Civic Intelligence

Rockbridge Community Health Foundation

990 • Fiscal year 2024 • EIN 20-3592795

Oct 01, 2023 to Sep 30, 2024 • Filed on Feb 08, 2025

Organization ProfileWWW.RCHEALTHFOUNDATION.ORG
1 Health CircleLexington, VA 24450

(540) 464-8700

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

88th percentile

47%

Higher net margin than 88% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

72nd percentile

13%

Faster asset growth than 72% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

369%

Faster revenue growth than 98% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$14,602,667

Up $1,678,875 (+13%) from 2023

Net Assets

Up

$14,601,593

Up $1,679,025 (+13%) from 2023

Liabilities

Down

$1,074

Down $150 (-12%) from 2023

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin88th percentile

Revenue

Up

$1,129,482

Up $888,427 (+369%) from 2023

Expenses

Down

$597,001

Down $60,341 (-9.2%) from 2023

Net Income

Up

$532,481

Up $948,768 (+228%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $6,358,156Liabilities 2011: $848Net Assets 2011: $6,357,3082011Assets 2012: $6,388,257Liabilities 2012: $558Net Assets 2012: $6,387,6992012Assets 2013: $6,773,582Liabilities 2013: $315Net Assets 2013: $6,773,2672013Assets 2014: $7,006,433Liabilities 2014: $250Net Assets 2014: $7,006,1832014Assets 2015: $6,963,468Liabilities 2015: $245Net Assets 2015: $6,963,2232015Assets 2016: $6,928,994Liabilities 2016: $415Net Assets 2016: $6,928,5792016Assets 2017: $7,005,033Liabilities 2017: $669Net Assets 2017: $7,004,3642017Assets 2018: $7,006,739Liabilities 2018: $287Net Assets 2018: $7,006,4522018Assets 2019: $6,990,321Liabilities 2019: $153Net Assets 2019: $6,990,1682019Assets 2020: $7,027,346Liabilities 2020: $0Net Assets 2020: $7,027,3462020Assets 2021: $14,004,898Liabilities 2021: $449Net Assets 2021: $14,004,4492021Assets 2022: $12,179,389Liabilities 2022: $1,201Net Assets 2022: $12,178,1882022Assets 2023: $12,923,792Liabilities 2023: $1,224Net Assets 2023: $12,922,5682023Assets 2024: $14,602,667Liabilities 2024: $1,074Net Assets 2024: $14,601,5932024Assets 2025: $15,751,495Liabilities 2025: $1,544Net Assets 2025: $15,749,9512025

Highlighted filing

2024

Assets$14,602,667
Liabilities$1,074
Net Assets$14,601,593
Open 2024 Filing

Operations Trend

Revenue Growth98th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $78,518Expenses 2011: $23,767Net Income 2011: $54,7512011Revenue 2012: -$2,069Expenses 2012: $40,772Net Income 2012: -$42,8412012Revenue 2013: $328,414Expenses 2013: $14,858Net Income 2013: $313,5562013Revenue 2014: $253,048Expenses 2014: $50,274Net Income 2014: $202,7742014Revenue 2015: $97,141Expenses 2015: $44,258Net Income 2015: $52,8832015Revenue 2016: $38,858Expenses 2016: $108,041Net Income 2016: -$69,1832016Revenue 2017: $94,316Expenses 2017: $80,607Net Income 2017: $13,7092017Revenue 2018: $47,878Expenses 2018: $101,624Net Income 2018: -$53,7462018Revenue 2019: $61,292Expenses 2019: $86,710Net Income 2019: -$25,4182019Revenue 2020: $106,033Expenses 2020: $12,418Net Income 2020: $93,6152020Revenue 2021: $7,042,076Expenses 2021: $1,522,017Net Income 2021: $5,520,0592021Revenue 2022: $522,506Expenses 2022: $797,513Net Income 2022: -$275,0072022Revenue 2023: $241,055Expenses 2023: $657,342Net Income 2023: -$416,2872023Revenue 2024: $1,129,482Expenses 2024: $597,001Net Income 2024: $532,4812024Revenue 2025: $1,284,603Expenses 2025: $621,944Net Income 2025: $662,6592025

Highlighted filing

2024

Revenue$1,129,482
Expenses$597,001
Net Income$532,481
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 8, 2025
Return Version
2023v6.0
Gross Receipts
$7,726,771
Mission and Program Overview

Mission

To improve the delivery of health and health-related services and education of the residents of rockbridge county, buena vista, and lexington located in the service areas of carilion rockbridge community hospital.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,792,830$14,443,103▲ $1,650,273
Land, Buildings, and Equipment, Net$112,738$109,958▼ $2,780
Cash and Non-Interest-Bearing Accounts$18,224$49,606▲ $31,382
Total Assets$12,923,792$14,602,667▲ $1,678,875
Liabilities
Other Liabilities$1,224$1,074▼ $150
Total Liabilities$1,224$1,074▼ $150
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,922,568$14,601,593▲ $1,679,025
Total Net Assets Fund Balance$12,922,568$14,601,593▲ $1,679,025
Total Liabilities and Net Assets / Fund Balance$12,923,792$14,602,667▲ $1,678,875

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$80,983$26,594$107,577
Land$28,975-$28,975
Compensation and Service Providers
Top Officer Pay15th percentile

Board Members and Trustees

NameTitle
David GrizzleChair
Christian WorthVice Chair
Anna CrockettDirector
Daphne a StickleyDirector
Kristina RamseyDirector
Ralph CaldroneyDirector
Scott ShankDirector
Susan Rivers RnDirector
Robert J HobbsNominating C
Richard TeaffTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,000
Program Service Revenue
$48,945
Investment Income
$1,075,537
Other Revenue
$0
All Other Contributions
$5,000
Change in Net Assets
$532,481
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$525,239
Other Expenses$43,295
Salaries, Compensation, and Employee Benefits$28,467
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$525,239--$525,239
Other Salaries and Wages$26,444--$26,444
Fees for Service Investment Mgmnt Fees-$21,808-$21,808
Advertising-$5,565-$5,565
Depreciation Depletion$2,780--$2,780
Occupancy$2,434--$2,434
Travel-$2,274-$2,274
Insurance-$2,176-$2,176
Office Expenses-$2,034-$2,034
Payroll Taxes$2,023--$2,023
Fees for Services Accounting-$913-$913
Other Expenses$80$3,231-$80
Total Functional Expenses$559,000$38,001$0$597,001
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Carilion ClinicLexington, VA501c3Gen/equip/expansion$525,239
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$734
Cornerstone Credit Card$340
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“All board members are provided a draft copy of the 990 and given the opportunity to review all forms and provide feedback prior to the filing of the 990”

Form 990, Page 6, Part VI, Line 12C

“Any possible or actual conflict of interest on the part of any director or officer in any matter involving the organization is required to be disclosed to the board at or before the meeting at which the matter is considered. Conflicts of interest are required to be handled in accordance with applicable laws and regulations and the terms of any conflicts of interest policy adopted by the organization. The minutes of any meeting at which the board shall consider a matter involving a conflict of interest of any director or officer shall reflect disclosure of such conflict, and all pertinent actions relating thereto.”

Form 990, Page 6, Part VI, Line 19

“All documents are available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Rockbridge Community
EIN
20-3592795
Phone
5404648700
Address
1 HEALTH CIRCLE, LEXINGTON, VA 24450

Signing Officer

Name
David Grizzle
Title
Chair
Phone
5404648700
Signed
2025-02-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Grizzle
Formed
2005
Legal Domicile
Va
Voting Board Members
10
Independent Board Members
10
Employees
1

Preparer

Firm
Imler & Imler Cpas Plc
Address
30 CROSSING LANE SUITE 103, LEXINGTON, VA 24450
Preparer
Tracy N Imler CPA
Phone
5404583847
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Unrealized gain on investment 1,146,544”

Raw XML Appendix397 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.

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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/TotalLiabilityAmt01074
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALL BOARD MEMBERS ARE PROVIDED A DRAFT COPY OF THE 990 AND GIVEN THE OPPORTUNITY TO REVIEW ALL FORMS AND PROVIDE FEEDBACK PRIOR TO THE FILING OF THE 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY POSSIBLE OR ACTUAL CONFLICT OF INTEREST ON THE PART OF ANY DIRECTOR OR OFFICER IN ANY MATTER INVOLVING THE ORGANIZATION IS REQUIRED TO BE DISCLOSED TO THE BOARD AT OR BEFORE THE MEETING AT WHICH THE MATTER IS CONSIDERED. CONFLICTS OF INTEREST ARE REQUIRED TO BE HANDLED IN ACCORDANCE WITH APPLICABLE LAWS AND REGULATIONS AND THE TERMS OF ANY CONFLICTS OF INTEREST POLICY ADOPTED BY THE ORGANIZATION. THE MINUTES OF ANY MEETING AT WHICH THE BOARD SHALL CONSIDER A MATTER INVOLVING A CONFLICT OF INTEREST OF ANY DIRECTOR OR OFFICER SHALL REFLECT DISCLOSURE OF SUCH CONFLICT, AND ALL PERTINENT ACTIONS RELATING THERETO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN ON INVESTMENT 1,146,544
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0559000
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IRS990/TotalProgramServiceRevenueAmt048945
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0943042
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt014602667
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IRS990/TravelGrp/TotalAmt02274
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0WWW.RCHEALTHFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID GRIZZLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum05404648700
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCKBRIDGE COMMUNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0203592795
ReturnHeader/Filer/PhoneNum05404648700
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ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
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ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842703541
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0IMLER & IMLER CPAS PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt030 CROSSING LANE SUITE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd024450
ReturnHeader/PreparerPersonGrp/PhoneNum05404583847
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TRACY N IMLER CPA
ReturnHeader/ReturnTs02025-02-13T14:34:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,602,667
Liabilities
$1,074
Net assets
$14,601,593
Revenue
$1,129,482
Expenses
$597,001
Net income
$532,481
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.8$0.00$15.7$1.28$0.62$0.66
2024Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$1.13$0.60$0.53
2023Detailed filing. Detailed filing data is available for this year.$12.9$0.00$12.9$0.24$0.66$0.42
2022Detailed filing. Detailed filing data is available for this year.$12.2$0.00$12.2$0.52$0.80$0.28
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$0.00$14.0$7.04$1.52$5.52
2020Detailed filing. Detailed filing data is available for this year.$7.03$0.00$7.03$0.11$0.01$0.09
2019Detailed filing. Detailed filing data is available for this year.$6.99$0.00$6.99$0.06$0.09$0.03
2018Summary only. Only limited summary data is available for this year.$7.01$0.00$7.01$0.05$0.10$0.05
2017Summary only. Only limited summary data is available for this year.$7.01$0.00$7.00$0.09$0.08$0.01
2016Summary only. Only limited summary data is available for this year.$6.93$0.00$6.93$0.04$0.11$0.07
2015Summary only. Only limited summary data is available for this year.$6.96$0.00$6.96$0.10$0.04$0.05
2014Summary only. Only limited summary data is available for this year.$7.01$0.00$7.01$0.25$0.05$0.20
2013Summary only. Only limited summary data is available for this year.$6.77$0.00$6.77$0.33$0.01$0.31
2012Summary only. Only limited summary data is available for this year.$6.39$0.00$6.39$0.00$0.04$0.04
2011Summary only. Only limited summary data is available for this year.$6.36$0.00$6.36$0.08$0.02$0.05