Civic Intelligence

Rockbridge Historical Society

EIN 23-7090646 • Lexington, VA

P O Box 1409Lexington, VA 24450
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.07x

Higher debt load relative to assets than 69% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

87th percentile

0.44x

Higher debt load relative to revenue than 87% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Net Margin

33rd percentile

-5.0%

Higher net margin than 33% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

95th percentile

$34,713

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 34.5% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

62nd percentile

6.1%

Faster asset growth than 62% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2024

Revenue Growth

64th percentile

17%

Faster revenue growth than 64% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$649,535

Up $47,175 (+7.8%) from 2023

Liabilities

Up

$43,838

Up $4,524 (+12%) from 2023

Net Assets

Up

$605,697

Up $42,651 (+7.6%) from 2023

Operations
Liabilities / Revenue87th percentileNet Margin33rd percentile

Revenue

Up

$100,701

Up $23,012 (+30%) from 2023

Expenses

Up

$105,760

Up $6,657 (+6.7%) from 2023

Net Income

Up

-$5,059

Up $16,355 (+76%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2016: $270,683Liabilities 2016: $2,500Net Assets 2016: $268,1832016Assets 2017: $270,925Liabilities 2017: $2,689Net Assets 2017: $268,2362017Assets 2018: $364,641Liabilities 2018: $92,219Net Assets 2018: $272,4222018Assets 2019: $636,455Liabilities 2019: $57,293Net Assets 2019: $579,1622019Assets 2020: $683,989Liabilities 2020: $54,020Net Assets 2020: $629,9692020Assets 2021: $716,717Liabilities 2021: $46,852Net Assets 2021: $669,8652021Assets 2022: $576,922Liabilities 2022: $42,310Net Assets 2022: $534,6122022Assets 2023: $602,360Liabilities 2023: $39,314Net Assets 2023: $563,0462023Assets 2024: $649,535Liabilities 2024: $43,838Net Assets 2024: $605,6972024

Latest loaded filing

2024

Assets$649,535
Liabilities$43,838
Net Assets$605,697
Open 2024 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KRevenue 2016: $100,838Expenses 2016: $75,036Net Income 2016: $25,8022016Revenue 2017: $43,429Expenses 2017: $43,376Net Income 2017: $532017Revenue 2018: $107,593Expenses 2018: $105,826Net Income 2018: $1,7672018Revenue 2019: $261,763Expenses 2019: $110,874Net Income 2019: $150,8892019Revenue 2020: $94,936Expenses 2020: $103,949Net Income 2020: -$9,0132020Revenue 2021: $105,884Expenses 2021: $111,647Net Income 2021: -$5,7632021Revenue 2022: $73,878Expenses 2022: $112,944Net Income 2022: -$39,0662022Revenue 2023: $77,689Expenses 2023: $99,103Net Income 2023: -$21,4142023Revenue 2024: $100,701Expenses 2024: $105,760Net Income 2024: -$5,0592024

Latest loaded filing

2024

Revenue$100,701
Expenses$105,760
Net Income-$5,059
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$6.50$0.44$6.06$1.01$1.06$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.02$0.39$5.63$0.78$0.99$0.21
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.77$0.42$5.35$0.74$1.13$0.39
2021Detailed filing. Detailed filing data is available for this year.$7.17$0.47$6.70$1.06$1.12$0.06
2020Detailed filing. Detailed filing data is available for this year.$6.84$0.54$6.30$0.95$1.04$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.36$0.57$5.79$2.62$1.11$1.51
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.65$0.92$2.72$1.08$1.06$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.03$2.68$0.43$0.43$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.03$2.68$1.01$0.75$0.26
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 16, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERIC WILSONExecutive Di-$35,754-$35,754
ARTHUR BARTENSTEINTrustee-$0--
JULIE GOYETTEVice Preside-$0--
TOM ROBERTSPresident-$0--
TOM CAMDENTrustee-$0--
PETER SIMPSONTrustee-$0--
STEPHANIE HARDYTreasurer-Se-$0--
SIMON ROZSADirector-$0--
PRESTON EVANSDirector-$0--
AMANDA CONWAYDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rockbridge Historical Society
EIN
23-7090646
Phone
5404636322
Address
P O BOX 1409, LEXINGTON, VA 24450

Signing Officer

Name
Eric Wilson
Title
Executive Director
Phone
3363070170
Signed
2026-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Swisher & Johnson Cpas Plc
Address
PO DRAWER 1489, LEXINGTON, VA 24450
Preparer
Susan H Johnson CPA
Phone
5404637131
Raw XML AppendixShowing 400 of 496 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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DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt32018-12-15
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TOM ROBERTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3TOM CAMDEN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7SIMON ROZSA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8PRESTON EVANS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9AMANDA CONWAY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5EXECUTIVE DI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6TREASURER-SE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt9DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt7204 W WASHINGTON ST
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt91978 SPRING VALLEY ROAD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1LEXINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2BUENA VISTA
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SWISHER & JOHNSON CPAS PLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum05404637131
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.ROCKBRIDGEHISTORY.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0THE SOCIETY HAS ONLY ONE OBJECTIVE-EDUCATIONAL IN PROVIDING THE GENERAL PUBLIC WITH A HISTORY OF LEXINGTON VIA MEETINGS, PUBLICATIONS, ETC.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt058968
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt076845
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt076845
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt076845
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorNum23
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0BEN CAROL GRIGSBY
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm1CONRAD HALL
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm2STEPHEN BECK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 777
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt17400 OCEAN FRONT AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt296 GINGERBREAD LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LEXINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1VIRGINIA BEACH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm2GLASGOW
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1VA
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IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05000
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt25000
IRS990ScheduleB/GeneralRuleInd0X
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LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt021669
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt122989
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt212680
LandEtcSchedule2/LandEtcGrp/BookValueAmt046164
LandEtcSchedule2/LandEtcGrp/BookValueAmt13240
LandEtcSchedule2/LandEtcGrp/BookValueAmt257549
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0SLOAN HOUSE RENOVATION
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1CAMPBELL HOUSE
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt21913 SYCAMORE
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt067833
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt126229

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