Civic Intelligence

Rockbridge Christmas Basket Inc.

EIN 54-1194522 • 501(c)3 • Lexington, VA

Pub. 78 Eligible

Profile

Provide food & other holiday gifts to qualifying needy families in rockbridge county, lexington & buena vista, virginia

P O Box 1030Lexington, VA 24450

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

45th percentile

-0.0%

Higher net margin than 45% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

54th percentile

0.0%

Faster asset growth than 54% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

44th percentile

-5.8%

Faster revenue growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$413,863

Up $110 (+0.0%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$413,863

Up $110 (+0.0%) from 2024

Revenue

Down

$145,315

Down $9,003 (-5.8%) from 2024

Expenses

Up

$145,342

Up $3,518 (+2.5%) from 2024

Net Income

Down

-$27

Down $12,521 (-100%) from 2024

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $87,571Liabilities 2011: $0Net Assets 2011: $87,5712011Assets 2012: $87,127Liabilities 2012: $0Net Assets 2012: $87,1272012Assets 2013: $97,773Liabilities 2013: $0Net Assets 2013: $97,7732013Assets 2014: $117,047Liabilities 2014: $0Net Assets 2014: $117,0472014Assets 2015: $118,262Liabilities 2015: $0Net Assets 2015: $118,2622015Assets 2016: $117,265Liabilities 2016: $0Net Assets 2016: $117,2652016Assets 2017: $125,347Liabilities 2017: $0Net Assets 2017: $125,3472017Assets 2018: $152,771Liabilities 2018: $0Net Assets 2018: $152,7712018Assets 2019: $163,277Liabilities 2019: $0Net Assets 2019: $163,2772019Assets 2020: $177,100Liabilities 2020: $0Net Assets 2020: $177,1002020Assets 2021: $322,688Liabilities 2021: $0Net Assets 2021: $322,6882021Assets 2022: $361,789Liabilities 2022: $0Net Assets 2022: $361,7892022Assets 2023: $368,393Liabilities 2023: $0Net Assets 2023: $368,3932023Assets 2024: $413,753Liabilities 2024: $0Net Assets 2024: $413,7532024Assets 2025: $413,863Liabilities 2025: $0Net Assets 2025: $413,8632025

Highlighted filing

2025

Assets$413,863
Liabilities$0
Net Assets$413,863

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $47,787Expenses 2011: $46,132Net Income 2011: $1,6552011Revenue 2012: $46,242Expenses 2012: $46,686Net Income 2012: -$4442012Revenue 2013: $68,550Expenses 2013: $57,904Net Income 2013: $10,6462013Revenue 2014: $77,902Expenses 2014: $58,628Net Income 2014: $19,2742014Revenue 2015: $62,650Expenses 2015: $61,435Net Income 2015: $1,2152015Revenue 2016: $65,304Expenses 2016: $66,301Net Income 2016: -$9972016Revenue 2017: $71,115Expenses 2017: $63,033Net Income 2017: $8,0822017Revenue 2018: $90,140Expenses 2018: $62,716Net Income 2018: $27,4242018Revenue 2019: $85,822Expenses 2019: $75,316Net Income 2019: $10,5062019Revenue 2020: $85,633Expenses 2020: $71,810Net Income 2020: $13,8232020Revenue 2021: $227,481Expenses 2021: $81,893Net Income 2021: $145,5882021Revenue 2022: $131,484Expenses 2022: $92,383Net Income 2022: $39,1012022Revenue 2023: $136,811Expenses 2023: $112,352Net Income 2023: $24,4592023Revenue 2024: $154,318Expenses 2024: $141,824Net Income 2024: $12,4942024Revenue 2025: $145,315Expenses 2025: $145,342Net Income 2025: -$272025

Highlighted filing

2025

Revenue$145,315
Expenses$145,342
Net Income-$27

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$0.00$4.14$1.45$1.45$0.00
2024Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$1.54$1.42$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.68$0.00$3.68$1.37$1.12$0.24
2022Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$1.31$0.92$0.39
2021Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$2.27$0.82$1.46
2020Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.86$0.72$0.14
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.86$0.75$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.90$0.63$0.27
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.71$0.63$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.65$0.66$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.63$0.61$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.78$0.59$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.98$0.00$0.98$0.69$0.58$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.00$0.87$0.46$0.47$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.00$0.88$0.48$0.46$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2024 to Mar 31, 2025
Signed
Aug 22, 2025
Return Version
2024v5.2
Gross Receipts
$178,394
Mission and Program Overview

Mission

Provide food & other holiday gifts to qualifying needy families in rockbridge county, lexington & buena vista, virginia

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$403,581$310,843▼ $92,738
Savings and Temporary Cash Investments$3,072$96,734▲ $93,662
Cash and Non-Interest-Bearing Accounts$7,100$6,286▼ $814
Total Assets$413,753$413,863▲ $110
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$413,753$413,863▲ $110
Total Net Assets Fund Balance$413,753$413,863▲ $110
Total Liabilities and Net Assets / Fund Balance$413,753$413,863▲ $110

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$280,297--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Paige WilliamsPresident
James N Joyner IiiVice President
Audrey HawkinsDirector
Beth OwermohleDirector
Bill LoweDirector
David SaackeDirector
Jen AndrewsDirector
Liz SchmidtDirector
Rolf PiranianDirector
Ruth CandlerDirector
Ruth FloydDirector
Melanie FallsSecretary
Karen PaulkTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$127,866
Program Service Revenue
$0
Investment Income
$17,449
Other Revenue
$0
All Other Contributions
$127,866
Change in Net Assets
$-27
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$144,592
Grants and Similar Amounts Paid$750
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$3,163-$3,163
Other Expenses$2,205--$2,205
All Other Expenses$1,380$342-$1,722
Grants to Domestic Orgs$750--$750
Insurance-$614-$614
Fees for Services Other-$594-$594
Advertising$506--$506
Total Functional Expenses$140,629$4,713$0$145,342
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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, Part VI, Section B, Line 11B

The board of directors reviews the form 990 prior to filing.

Form 990, Part VI, Section B, Line 12C

Conflict of interest policy is monitored via annual disclosure and discussion during board meetings each year.

Form 990, Part VI, Section C, Line 18

Form 990 may be viewed by the public at guidestar.org or upon request.

Form 990, Part VI, Section C, Line 19

Governing documents and form 990 may be viewed by the public upon request.

Filing and Contact Details

Filer

Filer Name
Rockbridge Christmas Basket Inc
EIN
54-1194522
Phone
5404636588
Address
P O BOX 1030, LEXINGTON, VA 24450

Signing Officer

Name
Paige Williams
Title
President
Phone
5404636588
Signed
2025-08-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paige Williams
Formed
1994
Legal Domicile
Va
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Raetz & Hawkins Pc Cpas
Address
128 SOUTH RANDOLPH STREET, LEXINGTON, VA 24450-0916
Preparer
Lucas C Penix
Phone
5404637121
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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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0154318
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-27
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt096734
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0143350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0131288
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0135769
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0229102
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0767375
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt050528
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt019116
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07994
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03153
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01285
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt082076
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IRS990ScheduleA/PublicSupportPY170Pct00.92820
IRS990ScheduleA/PublicSupportTotal170Amt0746364
IRS990ScheduleA/SubstantialContributorsTotAmt021011
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0143350
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0135769
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0229102
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0767375
IRS990ScheduleA/TotalSupportAmt0849451
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1280297
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EDWARD JONES MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1EDWARD JONES ADVISORY ACCOUNT
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
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IRS990ScheduleD/TotalBookValueSecuritiesAmt0310843
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST POLICY IS MONITORED VIA ANNUAL DISCLOSURE AND DISCUSSION DURING BOARD MEETINGS EACH YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 MAY BE VIEWED BY THE PUBLIC AT GUIDESTAR.ORG OR UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS AND FORM 990 MAY BE VIEWED BY THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
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IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt0413863
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IRS990/TotalAssetsGrp/EOYAmt0413863
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0127866
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04713
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0140629
IRS990/TotalFunctionalExpensesGrp/TotalAmt0145342
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0413753
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0413863
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0140629
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt017449
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0145315
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0413863
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0P O BOX 1030
IRS990/USAddress/CityNm0LEXINGTON
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd024450
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0ROCKBRIDGECHRISTMASBASKETS.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAIGE WILLIAMS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05404636588
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCKBRIDGE CHRISTMAS BASKET INC
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0541194522
ReturnHeader/Filer/PhoneNum05404636588
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 1030
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024450
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
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 C PENIX
ReturnHeader/ReturnTs02025-08-22T15:55:30-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-04-01
ReturnHeader/TaxPeriodEndDt02025-03-31
ReturnHeader/TaxYr02024

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