Civic Intelligence

Lexington-Rockbridge Jaycees

990EZ • Fiscal year 2020 • EIN 20-5397033

Jan 01, 2020 to Dec 31, 2020 • Filed on Feb 11, 2021

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

56th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

8th percentile

-101%

Higher net margin than 8% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Top Officer Pay

86th percentile

$0

Higher top officer pay than 86% of similar nonprofits.

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

2020 filings • 501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

10th percentile

-34%

Faster asset growth than 10% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

-15%

Faster revenue growth than 48% of similar nonprofits.

2020 filings • 501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$30,552

Down $16,003 (-34%) from 2019

Net Assets

Down

$30,552

Down $16,003 (-34%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$15,455

Down $2,789 (-15%) from 2019

Expenses

Up

$31,079

Up $8,116 (+35%) from 2019

Net Income

Down

-$15,624

Down $10,905 (-231%) from 2019

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

2020

Assets$30,552
Liabilities$0
Net Assets$30,552

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

2020

Revenue$15,455
Expenses$31,079
Net Income-$15,624
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Feb 11, 2021
Return Version
2020v4.0
Gross Receipts
$20,800
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
GRANTS TO LOCAL ORGANIZATIONS$25,200$0
NELL BYERS AND KIRAH VAN SICKLE SCHOLARSHIPS$1,250$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
EVAN STACKPresident-$0--
BRENT BUSWELLState Director & Treasurer-$0--
DANIEL DICKMANVP Of Community Developmen-$0--
KATIE TARRISVP Of Membership Developme-$0--
JENNIFER HERALDVP Of Membership-$0--
BRIDGETT ZITMOREVP Of Communications-$0--
JORDAN MCNABBSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gobble Wobble 5k$12,146$12,146$4,258$7,888
FRIDAY'S ALIVE CONCERT SERIES$3,650$3,650$312$3,338
Total Events$15,982$15,982$5,345$10,637
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
Joshua Eggleston
Title
Treasurer
Phone
5404603063
Signed
2021-02-11
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

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

Description: dividends. Amount: 828. Description: interest. Amount: 1. Total included on form 990-ez, line 4: 829.

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

Activity classification: scholarship. Grantee name: grayson shields. Date of gift: 05/19/20. Amount given: 500.

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

Activity classification: scholarship. Grantee name: lily grace moreschi. Date of gift: 05/19/20. Amount given: 250.

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

Activity classification: scholarship. Grantee name: mary troise. Date of gift: 05/19/20. Amount given: 500.

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

Activity classification: . Grantee name: rockbridge area health center. Date of gift: various. Amount given: 6,400.

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

Activity classification: . Grantee name: lexington-rockbridge chamber of commerce. Date of gift: various. Amount given: 6,400.

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

Activity classification: . Grantee name: rockbridge area ymca. Date of gift: various. Amount given: 6,400.

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

Activity classification: . Grantee name: rockbridge spca. Date of gift: 03/05/20. Amount given: 3,000.

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

Activity classification: . Grantee name: blue ridge autism and achievement center. Date of gift: 03/09/20. Amount given: 3,000. Total included on form 990-ez, line 10: 26,450.

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

Description: advertising and marketing. Amount: 185. Description: chamber dues. Amount: 100. Description: annual registration. Amount: 25. Description: sponsorships. Amount: 540. Description: awards. Amount: 191. Description: travel. Amount: 78. Description: meeting expenses. Amount: 1,112. Description: other expenses. Amount: 33. Description: office supplies and software. Amount: 333. Description: meals. Amount: 732. Total to form 990-ez, line 16: 3,329.

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

Description: unrealized gain (loss) on investments. Amount: -379.

Raw XML Appendix180 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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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0EVAN STACK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3KATIE TARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JENNIFER HERALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRIDGETT ZITMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JORDAN MCNABB
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
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IRS990EZ/OtherChangesInNetAssetsAmt0-379
IRS990EZ/OtherExpensesTotalAmt03329
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/PrintingPublicationsPostageAmt011
IRS990EZ/ProgramServiceRevenueAmt02369
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0GRANTS TO LOCAL ORGANIZATIONS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1NELL BYERS AND KIRAH VAN SICKLE SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025200
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IRS990EZ/WebsiteAddressTxt0WWW.LEXINGTONJAYCEES.ORG
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FRIDAY'S ALIVE CONCERT SERIES
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0GOBBLE WOBBLE 5K
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DIVIDENDS. AMOUNT: 828. DESCRIPTION: INTEREST. AMOUNT: 1. TOTAL INCLUDED ON FORM 990-EZ, LINE 4: 829.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: GRAYSON SHIELDS. DATE OF GIFT: 05/19/20. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: LILY GRACE MORESCHI. DATE OF GIFT: 05/19/20. AMOUNT GIVEN: 250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: SCHOLARSHIP. GRANTEE NAME: MARY TROISE. DATE OF GIFT: 05/19/20. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: . GRANTEE NAME: ROCKBRIDGE AREA HEALTH CENTER. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 6,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: . GRANTEE NAME: LEXINGTON-ROCKBRIDGE CHAMBER OF COMMERCE. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 6,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: . GRANTEE NAME: ROCKBRIDGE AREA YMCA. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 6,400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: . GRANTEE NAME: ROCKBRIDGE SPCA. DATE OF GIFT: 03/05/20. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8ACTIVITY CLASSIFICATION: . GRANTEE NAME: BLUE RIDGE AUTISM AND ACHIEVEMENT CENTER. DATE OF GIFT: 03/09/20. AMOUNT GIVEN: 3,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 26,450.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9DESCRIPTION: ADVERTISING AND MARKETING. AMOUNT: 185. DESCRIPTION: CHAMBER DUES. AMOUNT: 100. DESCRIPTION: ANNUAL REGISTRATION. AMOUNT: 25. DESCRIPTION: SPONSORSHIPS. AMOUNT: 540. DESCRIPTION: AWARDS. AMOUNT: 191. DESCRIPTION: TRAVEL. AMOUNT: 78. DESCRIPTION: MEETING EXPENSES. AMOUNT: 1,112. DESCRIPTION: OTHER EXPENSES. AMOUNT: 33. DESCRIPTION: OFFICE SUPPLIES AND SOFTWARE. AMOUNT: 333. DESCRIPTION: MEALS. AMOUNT: 732. TOTAL TO FORM 990-EZ, LINE 16: 3,329.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10DESCRIPTION: UNREALIZED GAIN (LOSS) ON INVESTMENTS. AMOUNT: -379.
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 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10FORM 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.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0JOSHUA EGGLESTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05404603063
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-11
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/PreparerPersonNm0LUCAS PENIX
ReturnHeader/ReturnTs02021-02-11T09:29:12-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOSHUA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0EGGLESTON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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