Civic Intelligence

Community Foundation for Rockbridge Bath and Alleghany

990 • Fiscal year 2018 • EIN 27-3422429

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2018

Organization ProfileWWW.CFRBA.ORG
PO Box 20Lexington, VA 24450

(540) 463-0943

Siviq Scores

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

Liabilities / Assets

57th percentile

0.22x

Higher debt load relative to assets than 57% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

84th percentile

1.21x

Higher debt load relative to revenue than 84% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

77th percentile

20%

Higher net margin than 77% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

22nd percentile

$27,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

$5,111,196

No earlier filing loaded for comparison.

Net Assets

$3,979,976

No earlier filing loaded for comparison.

Liabilities

$1,131,220

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin77th percentile

Revenue

$931,787

No earlier filing loaded for comparison.

Expenses

$746,947

No earlier filing loaded for comparison.

Net Income

$184,840

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$15M$10M$5.0M$0Assets 2018: $5,111,196Liabilities 2018: $1,131,220Net Assets 2018: $3,979,9762018Assets 2021: $7,729,548Liabilities 2021: $0Net Assets 2021: $7,729,5482021Assets 2022: $7,046,014Liabilities 2022: $78,552Net Assets 2022: $6,967,4622022Assets 2023: $8,553,499Liabilities 2023: $15,687Net Assets 2023: $8,537,8122023Assets 2024: $10,186,971Liabilities 2024: $984Net Assets 2024: $10,185,9872024

Highlighted filing

2018

Assets$5,111,196
Liabilities$1,131,220
Net Assets$3,979,976
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Revenue 2018: $931,787Expenses 2018: $746,947Net Income 2018: $184,8402018Revenue 2021: $1,879,129Expenses 2021: $644,655Net Income 2021: $1,234,4742021Revenue 2022: $918,713Expenses 2022: $512,646Net Income 2022: $406,0672022Revenue 2023: $1,876,167Expenses 2023: $830,935Net Income 2023: $1,045,2322023Revenue 2024: $1,722,247Expenses 2024: $1,346,525Net Income 2024: $375,7222024

Highlighted filing

2018

Revenue$931,787
Expenses$746,947
Net Income$184,840
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2018
Return Version
2017v2.3
Gross Receipts
$931,787
Mission and Program Overview

Mission

To improve the quality of life in the foundation's service area by building permanent endowments and providing philanthropic leadership that enables donors to make lasting investments in the community

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,864,758$4,366,116▲ $501,358
Cash and Non-Interest-Bearing Accounts$262,653$384,064▲ $121,411
Savings and Temporary Cash Investments$360,276$361,016▲ $740
Total Assets$4,487,687$5,111,196▲ $623,509
Liabilities
Other Liabilities$835,281$1,131,220▲ $295,939
Total Liabilities$835,281$1,131,220▲ $295,939
Net Assets / Fund Balance
Unrestricted Net Assets$3,652,406$3,979,976▲ $327,570
Total Net Assets Fund Balance$3,652,406$3,979,976▲ $327,570
Total Liabilities and Net Assets / Fund Balance$4,487,687$5,111,196▲ $623,509
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Lori Keckler TurnerExecutive DiPT$27,000$27,000

Board Members and Trustees

NameTitle
Dan VanceBoard Chairm
Robert GliddenVice Chairma
Barbara LutonDirector
Bill RussellDirector
Buddy BryanDirector
Carol GrigsbyDirector
Elizabeth KnappDirector
Josh ElrodDirector
Susan WhitsittSecretary
Woodson a Sadler JrTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$706,577
Program Service Revenue
$0
Investment Income
$178,592
Other Revenue
$46,618
All Other Contributions
$706,577
Change in Net Assets
$184,840

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Securities Publicly Traded12$461,266
Total Noncash Contributions12$461,266
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$361,876
Grants and Similar Amounts Paid$355,511
Salaries, Compensation, and Employee Benefits$29,560
Total Fundraising Expense$12,121
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$355,511--$355,511
Fees for Service Investment Mgmnt Fees$342,557--$342,557
Current Officers, Directors, Trustees, and Key Employees$2,700$18,900$5,400$27,000
Office Expenses-$2,984-$2,984
Fees for Services Accounting-$2,722-$2,722
Payroll Taxes$256$1,792$512$2,560
Conferences and Meetings-$1,663-$1,663
Insurance-$789-$789
Other Expenses$41$285$81$407
All Other Expenses-$270-$270
Total Functional Expenses$704,628$30,198$12,121$746,947
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Neriah Baptist ChurchBuena Vista, VA501c3For General Support$25,000
Rockbridge Area HospiceLexington, VA501c3For General Support$25,000
Rockbridge Area Health CenterLexington, VA501c3For General Support$15,520
Camp Mont ShenandoahMillboro, VA501c3For General Support$10,000
Fairfield Presbyterian ChurchFairfield, VA501c3-$10,000
Timber Ridge ChurchLexington, VA501c3For General Support$10,000
Rockbridge Area SpcaLexington, VA501c3For General Support$5,825
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
Agency Funds$1,131,220
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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

“Board members are required to sign a form annually regarding conflicts of interest”

Form 990, Page 6, Part VI, Line 15A

“The board of directors reviews and approves executive director compensation using comparatives as a basis”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available to the public upon request”

Filing and Contact Details

Filer

Filer Name
Community Foundation for Rockbridge
EIN
27-3422429
Phone
5404630943
Address
PO BOX 20, LEXINGTON, VA 24450

Signing Officer

Name
Lori Keckler Turner
Title
Executive Director
Phone
5404630943
Signed
2018-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori Keckler Turner
Formed
2010
Legal Domicile
Va
Voting Board Members
10
Independent Board Members
10
Employees
1

Preparer

Firm
Swisher & Imler Cpas Plc
Address
PO DRAWER 1489, LEXINGTON, VA 24450
Preparer
Craig a Imler CPA
Phone
5404637131
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Administration and distribution of funds to enhance community development”

Form 990, Part XI, Line 9

“Unrealized gains on investments 142,730”

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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0402674
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt046618
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82110
IRS990ScheduleA/PublicSupportPY170Pct00.79380
IRS990ScheduleA/PublicSupportTotal170Amt01847927
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0706577
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0309824
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0344659
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0288502
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0198365
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01847927
IRS990ScheduleA/TotalSupportAmt02250601
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt0314065
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0243014
IRS990ScheduleD/DonorAdvisedFundsHeldCnt025
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt03016446
IRS990ScheduleD/FundsAndOtherAccountsContriAmt075884
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt042713
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt016
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt0935028
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01131220
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY FUNDS
IRS990ScheduleD/TotalLiabilityAmt01131220
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/CashGrantAmt115520
IRS990ScheduleI/RecipientTable/CashGrantAmt25825
IRS990ScheduleI/RecipientTable/CashGrantAmt310000
IRS990ScheduleI/RecipientTable/CashGrantAmt425000
IRS990ScheduleI/RecipientTable/CashGrantAmt510000
IRS990ScheduleI/RecipientTable/CashGrantAmt610000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
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IRS990ScheduleI/RecipientTable/IRCSectionDesc5501C3
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FOR GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FOR GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2FOR GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3FOR GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4FOR GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5FOR GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ROCKBRIDGE AREA HOSPICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ROCKBRIDGE AREA HEALTH CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2ROCKBRIDGE AREA SPCA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3CAMP MONT SHENANDOAH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4NERIAH BAPTIST CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5TIMBER RIDGE CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6FAIRFIELD PRESBYTERIAN CHURCH
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt125 NORTHRIDGE LANE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 528
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3218 MONT SHENANDOAH LANE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt47 BORDEN GRANT TRAIL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt573 SAM HOUSTON WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt65508 N LEE HWY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LEXINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LEXINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2LEXINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm3MILLBORO
IRS990ScheduleI/RecipientTable/USAddress/CityNm4BUENA VISTA
IRS990ScheduleI/RecipientTable/USAddress/CityNm5LEXINGTON
IRS990ScheduleI/RecipientTable/USAddress/CityNm6FAIRFIELD
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IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt012
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
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IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ADMINISTRATION AND DISTRIBUTION OF FUNDS TO ENHANCE COMMUNITY DEVELOPMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL 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/ExplanationTxt2BOARD MEMBERS ARE REQUIRED TO SIGN A FORM ANNUALLY REGARDING CONFLICTS OF INTEREST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS REVIEWS AND APPROVES EXECUTIVE DIRECTOR COMPENSATION USING COMPARATIVES AS A BASIS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UNREALIZED GAINS ON INVESTMENTS 142,730
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04487687
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IRS990/TotalAssetsGrp/BOYAmt04487687
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0706577
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt012121
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030198
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0704628

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,111,196
Liabilities
$1,131,220
Net assets
$3,979,976
Revenue
$931,787
Expenses
$746,947
Net income
$184,840
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.00$10.2$1.72$1.35$0.38
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.55$0.02$8.54$1.88$0.83$1.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.05$0.08$6.97$0.92$0.51$0.41
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.73$0.00$7.73$1.88$0.64$1.23
2018Detailed filing. Detailed filing data is available for this year.$5.11$1.13$3.98$0.93$0.75$0.18