Civic Intelligence

Lexington-Rockbridge Jaycees

990EZ • Fiscal year 2015 • EIN 20-5397033

Jan 01, 2015 to Dec 31, 2015 • Filed on May 04, 2016

P O Box 1488Lexington, VA 24450

(540) 460-3063

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Net Margin

96th percentile

59%

Higher net margin than 96% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2015 filings • 501(c)4 • <$500k nonprofits • Source year 2015

Asset Growth

80th percentile

20%

Faster asset growth than 80% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

8th percentile

-44%

Faster revenue growth than 8% of similar nonprofits.

2015 filings • 501(c)4 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$45,892

Up $7,793 (+20%) from 2014

Net Assets

Up

$45,892

Up $7,793 (+20%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$18,637

Down $14,846 (-44%) from 2014

Expenses

Down

$7,704

Down $25,947 (-77%) from 2014

Net Income

Up

$10,933

Up $11,101 (+6608%) from 2014

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2014: $38,099Liabilities 2014: $0Net Assets 2014: $38,0992014Assets 2015: $45,892Liabilities 2015: $0Net Assets 2015: $45,8922015Assets 2016: $52,793Liabilities 2016: $0Net Assets 2016: $52,7932016Assets 2017: $44,106Liabilities 2017: $0Net Assets 2017: $44,1062017Assets 2018: $47,592Liabilities 2018: $0Net Assets 2018: $47,5922018Assets 2019: $46,555Liabilities 2019: $0Net Assets 2019: $46,5552019Assets 2020: $30,552Liabilities 2020: $0Net Assets 2020: $30,5522020Assets 2021: $52,285Liabilities 2021: $0Net Assets 2021: $52,2852021Assets 2022: $51,438Liabilities 2022: $0Net Assets 2022: $51,4382022Assets 2023: $60,454Liabilities 2023: $0Net Assets 2023: $60,4542023

Highlighted filing

2015

Assets$45,892
Liabilities$0
Net Assets$45,892

Operations Trend

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

$40K$20K$0-$20KRevenue 2014: $33,483Expenses 2014: $33,651Net Income 2014: -$1682014Revenue 2015: $18,637Expenses 2015: $7,704Net Income 2015: $10,9332015Revenue 2016: $28,230Expenses 2016: $22,474Net Income 2016: $5,7562016Revenue 2017: $16,773Expenses 2017: $25,900Net Income 2017: -$9,1272017Revenue 2018: $27,670Expenses 2018: $22,494Net Income 2018: $5,1762018Revenue 2019: $18,244Expenses 2019: $22,963Net Income 2019: -$4,7192019Revenue 2020: $15,455Expenses 2020: $31,079Net Income 2020: -$15,6242020Revenue 2021: $26,578Expenses 2021: $5,080Net Income 2021: $21,4982021Revenue 2022: $14,052Expenses 2022: $13,599Net Income 2022: $4532022Revenue 2023: $13,100Expenses 2023: $3,238Net Income 2023: $9,8622023

Highlighted filing

2015

Revenue$18,637
Expenses$7,704
Net Income$10,933
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 4, 2016
Return Version
2015v2.1
Gross Receipts
$46,724
Mission and Program Overview

Mission

The mission of the lexington-rockbridge jaycees is to help to shape and mold the young professionals of the area by providing opportunities for members to become more aware of how to meet the needs of the community, develop personal and professional relationships with persons similar in age and by providing valuable information about professional, social and personal issues relevant to each member.

Program Services

DescriptionGrantsExpenses
NELL BYERS AND KIRAH VAN SICKLE SCHOLARSHIPS$1,000$0
FRIDAY'S ALIVE CONCERT SERIES; PROCEEDS BENEFIT LOCAL AREA CHARITIES$0$0
LEXINGTON GOBBLE WOBBLE 5K; PROCEEDS BENEFIT LOCAL AREA CHARITIES$0$0
ROCKBRIDGE COMMUNITY FESTIVAL IN DOWNTOWN LEXINGTON$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DUSTIN BRANNPresident-$0--
REGINA APONEState Director & Treasurer-$0--
CAITLIN CLARKVP Of Community Developmen-$0--
SKYLAR BEAVERVP Of Membership Developme-$0--
HOLLY BREENVP Of Membership-$0--
CHRISTOPHER BRENTONVP Of Communications-$0--
LAUREN WILLIAMSONSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
FRIDAY'S ALIVE CONCERT SERIES$20,880$20,880$6,805$14,075
Gobble Wobble 5k$15,887$15,887$7,369$8,518
Total Events$37,337$37,337$28,087$9,250
Filing and Contact Details

Filer

Filer Name
Lexington-rockbridge Jaycees
EIN
20-5397033
Phone
5404603063
Address
P O BOX 1488, LEXINGTON, VA 24450

Signing Officer

Name
Regina Apone
Title
Treasurer
Phone
5404603063
Signed
2016-05-04
Discuss with paid preparer
Yes

Preparer

Firm
Raetz & Hawkins Pc Cpas
Address
128 SOUTH RANDOLPH STREET, LEXINGTON, VA 24450-0916
Preparer
David B Hawkins
Phone
5404637121
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest. Amount: 2. Description: dividends. Amount: 932. Description: other. Amount: 478. Total included on form 990-ez, line 4: 1,412.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: jasime carter. Date of gift: 05/26/15. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: scholarship. Grantee name: katherine lee. Date of gift: 05/26/15. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: project horizon. Date of gift: 11/17/15. Amount given: 300. Total included on form 990-ez, line 10: 1,300.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: membership recruitment and recognition. Amount: 1,031. Description: website fees. Amount: 120. Description: chamber dues. Amount: 50. Description: storage. Amount: 28. Description: miscellaneous. Amount: 724. Description: accounting fees. Amount: 500. Description: bank charges. Amount: 540. Description: annual registration. Amount: 25. Description: other fees. Amount: 541. Total to form 990-ez, line 16: 3,559.

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

Description: unrealized gain on investments. Amount: -3,140.

Raw XML Appendix182 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/PersonNm0REGINA APONE
IRS990EZ/BooksInCareOfDetail/PhoneNum05408175118
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1488
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd024450
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DUSTIN BRANN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1REGINA APONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CAITLIN CLARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SKYLAR BEAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HOLLY BREEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHRISTOPHER BRENTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6LAUREN WILLIAMSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1STATE DIRECTOR & TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VP OF COMMUNITY DEVELOPMEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP OF MEMBERSHIP DEVELOPME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VP OF MEMBERSHIP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VP OF COMMUNICATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6SECRETARY
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt0-3140
IRS990EZ/OtherExpensesTotalAmt03559
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE MISSION OF THE LEXINGTON-ROCKBRIDGE JAYCEES IS TO HELP TO SHAPE AND MOLD THE YOUNG PROFESSIONALS OF THE AREA BY PROVIDING OPPORTUNITIES FOR MEMBERS TO BECOME MORE AWARE OF HOW TO MEET THE NEEDS OF THE COMMUNITY, DEVELOP PERSONAL AND PROFESSIONAL RELATIONSHIPS WITH PERSONS SIMILAR IN AGE AND BY PROVIDING VALUABLE INFORMATION ABOUT PROFESSIONAL, SOCIAL AND PERSONAL ISSUES RELEVANT TO EACH MEMBER.
IRS990EZ/PrintingPublicationsPostageAmt020
IRS990EZ/ProgramServiceRevenueAmt05845
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FRIDAY'S ALIVE CONCERT SERIES; PROCEEDS BENEFIT LOCAL AREA CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1LEXINGTON GOBBLE WOBBLE 5K; PROCEEDS BENEFIT LOCAL AREA CHARITIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ROCKBRIDGE COMMUNITY FESTIVAL IN DOWNTOWN LEXINGTON
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3NELL BYERS AND KIRAH VAN SICKLE SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt31000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt30
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IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt028087
IRS990EZ/SpecialEventsNetIncomeLossAmt09250
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt07704
IRS990EZ/TotalRevenueAmt018637
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LEXINGTONJAYCEES.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028087
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt06700
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt0200
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt06900
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FRIDAY'S ALIVE CONCERT SERIES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOBBLE WOBBLE 5K
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03154
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0489
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt01412
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt05055
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt020880
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt015887
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt0570
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt020880
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt015887
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt0570
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt037337
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt09250
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt0131
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt0131
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt0156
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt014330
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt06805
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt07369
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt01450
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt0221
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt01671
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST. AMOUNT: 2. DESCRIPTION: DIVIDENDS. AMOUNT: 932. DESCRIPTION: OTHER. AMOUNT: 478. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 1,412.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: JASIME CARTER. DATE OF GIFT: 05/26/15. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: KATHERINE LEE. DATE OF GIFT: 05/26/15. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: PROJECT HORIZON. DATE OF GIFT: 11/17/15. AMOUNT GIVEN: 300. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 1,300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: MEMBERSHIP RECRUITMENT AND RECOGNITION. AMOUNT: 1,031. DESCRIPTION: WEBSITE FEES. AMOUNT: 120. DESCRIPTION: CHAMBER DUES. AMOUNT: 50. DESCRIPTION: STORAGE. AMOUNT: 28. DESCRIPTION: MISCELLANEOUS. AMOUNT: 724. DESCRIPTION: ACCOUNTING FEES. AMOUNT: 500. DESCRIPTION: BANK CHARGES. AMOUNT: 540. DESCRIPTION: ANNUAL REGISTRATION. AMOUNT: 25. DESCRIPTION: OTHER FEES. AMOUNT: 541. TOTAL TO FORM 990-EZ, LINE 16: 3,559.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: UNREALIZED GAIN ON INVESTMENTS. AMOUNT: -3,140.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0REGINA APONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05404603063
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEXINGTON-ROCKBRIDGE JAYCEES
ReturnHeader/Filer/BusinessNameControlTxt0LEXI
ReturnHeader/Filer/EIN0205397033
ReturnHeader/Filer/PhoneNum05404603063
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1488
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024450
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541298267
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAETZ & HAWKINS PC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0128 SOUTH RANDOLPH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0244500916
ReturnHeader/PreparerPersonGrp/PhoneNum05404637121
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID B HAWKINS
ReturnHeader/ReturnTs02016-05-04T15:56:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

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