Civic Intelligence

Rockingham Educational Foundation Inc.

990 • Fiscal year 2018 • EIN 54-1735837

Jul 01, 2017 to Jun 30, 2018 • Filed on Apr 10, 2019

Organization ProfileWWW.REFIGIVESBACK.ORG
PO Box 2187Harrisonburg, VA 22801

(540) 433-2581

Siviq Scores

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

Liabilities / Assets

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

30th percentile

0.03x

Higher debt load relative to revenue than 30% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

81st percentile

24%

Higher net margin than 81% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

41st percentile

$37,833

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 13.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

65th percentile

6.1%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

70th percentile

15%

Faster revenue growth than 70% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$1,667,259

Up $96,518 (+6.1%) from 2017

Net Assets

Up

$1,658,879

Up $95,458 (+6.1%) from 2017

Liabilities

Up

$8,380

Up $1,060 (+14%) from 2017

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin81st percentile

Revenue

Up

$291,577

Up $38,029 (+15%) from 2017

Expenses

Up

$221,337

Up $6,608 (+3.1%) from 2017

Net Income

Up

$70,240

Up $31,421 (+81%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,034,325Liabilities 2011: $0Net Assets 2011: $1,034,3252011Assets 2012: $1,033,288Liabilities 2012: $0Net Assets 2012: $1,033,2882012Assets 2013: $1,121,639Liabilities 2013: $0Net Assets 2013: $1,121,6392013Assets 2014: $1,307,905Liabilities 2014: $1,000Net Assets 2014: $1,306,9052014Assets 2015: $1,350,332Liabilities 2015: $6,122Net Assets 2015: $1,344,2102015Assets 2016: $1,457,498Liabilities 2016: $2,500Net Assets 2016: $1,454,9982016Assets 2017: $1,570,741Liabilities 2017: $7,320Net Assets 2017: $1,563,4212017Assets 2018: $1,667,259Liabilities 2018: $8,380Net Assets 2018: $1,658,8792018Assets 2019: $1,656,699Liabilities 2019: $2,500Net Assets 2019: $1,654,1992019Assets 2020: $2,948,922Liabilities 2020: $2,500Net Assets 2020: $2,946,4222020Assets 2021: $4,403,703Liabilities 2021: $3,900Net Assets 2021: $4,399,8032021Assets 2022: $4,155,495Liabilities 2022: $3,000Net Assets 2022: $4,152,4952022Assets 2023: $4,377,303Liabilities 2023: $3,000Net Assets 2023: $4,374,3032023Assets 2024: $4,848,249Liabilities 2024: $3,000Net Assets 2024: $4,845,2492024Assets 2025: $5,198,675Liabilities 2025: $3,000Net Assets 2025: $5,195,6752025

Highlighted filing

2018

Assets$1,667,259
Liabilities$8,380
Net Assets$1,658,879
Open 2018 Filing

Operations Trend

Revenue Growth70th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $518,693Expenses 2011: $437,196Net Income 2011: $81,4972011Revenue 2012: $424,339Expenses 2012: $400,093Net Income 2012: $24,2462012Revenue 2013: $432,073Expenses 2013: $380,054Net Income 2013: $52,0192013Revenue 2014: $449,326Expenses 2014: $352,379Net Income 2014: $96,9472014Revenue 2015: $268,732Expenses 2015: $156,044Net Income 2015: $112,6882015Revenue 2016: $360,310Expenses 2016: $183,351Net Income 2016: $176,9592016Revenue 2017: $253,548Expenses 2017: $214,729Net Income 2017: $38,8192017Revenue 2018: $291,577Expenses 2018: $221,337Net Income 2018: $70,2402018Revenue 2019: $296,491Expenses 2019: $278,183Net Income 2019: $18,3082019Revenue 2020: $1,519,527Expenses 2020: $237,846Net Income 2020: $1,281,6812020Revenue 2021: $1,332,954Expenses 2021: $335,820Net Income 2021: $997,1342021Revenue 2022: $797,149Expenses 2022: $312,663Net Income 2022: $484,4862022Revenue 2023: $102,953Expenses 2023: $362,737Net Income 2023: -$259,7842023Revenue 2024: $529,381Expenses 2024: $381,585Net Income 2024: $147,7962024Revenue 2025: $585,851Expenses 2025: $513,359Net Income 2025: $72,4922025

Highlighted filing

2018

Revenue$291,577
Expenses$221,337
Net Income$70,240
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Apr 10, 2019
Return Version
2017v2.3
Gross Receipts
$553,371
Mission and Program Overview

Mission

To support learning by securing financial contributions and educational resources that benefit the students and teachers of rockingham county public schools.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,182,622$1,294,325▲ $111,703
Cash and Non-Interest-Bearing Accounts$387,569$372,384▼ $15,185
Prepaid Expenses and Deferred Charges$550$550→ $0
Total Assets$1,570,741$1,667,259▲ $96,518
Liabilities
Accounts Payable and Accrued Expenses$7,320$8,380▲ $1,060
Total Liabilities$7,320$8,380▲ $1,060
Net Assets / Fund Balance
Permanently Rstr Net Assets$702,346$828,872▲ $126,526
Temporarily Rstr Net Assets$564,957$607,943▲ $42,986
Unrestricted Net Assets$296,118$222,064▼ $74,054
Total Net Assets Fund Balance$1,563,421$1,658,879▲ $95,458
Total Liabilities and Net Assets / Fund Balance$1,570,741$1,667,259▲ $96,518

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,563,421$262,324▲ $74,348$93,238$1,658,879
2016$1,454,998$275,544▲ $91,824$122,894$1,563,421
2015$1,349,782$338,690▲ $10,026$122,518$1,454,998
2014$1,307,355$210,055▼ $3,406$37,429$1,349,782
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeOtherTotal
Katie LapiraExecutive DirectorPT$37,833$37,833

Board Members and Trustees

NameTitle
Susie ShomoPresident
Gwyneth BrandtPresident Elect
Cathy WelshDirector
Darlene CrossonDirector
Donna HarperDirector
Ed SmithDirector
Gerry BeamDirector
Graham WittDirector
J Christian HerrickDirector
Jim DelucasDirector
Julia Wallace CarrDirector
Katie BarbatoDirector
Keith RobinsonDirector
Lena OsborneDirector
Peter YatesDirector
Phil WishonDirector
Renee ReedDirector
Susan Steele-wardDirector
Tammi PrivottDirector
Aaron GreenSecretary
Kevin LongneckerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$229,096
Program Service Revenue
$0
Investment Income
$49,129
Other Revenue
$13,352
All Other Contributions
$180,819
Change in Net Assets
$70,240

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 AmountValuation Method
Other Non Cash Contri Table202$24,578Approx Retail Value
Cars and Other Vehicles1$21,000Approx Retail Value
Total Noncash Contributions203$45,578-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$137,766
Other Expenses$42,664
Salaries, Compensation, and Employee Benefits$40,907
Total Fundraising Expense$15,228
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$87,551--$87,551
Grants to Domestic Orgs$50,215--$50,215
Current Officers, Directors, Trustees, and Key Employees$20,454$10,227$10,226$40,907
Fees for Service Investment Mgmnt Fees-$10,210-$10,210
Advertising--$3,938$3,938
Insurance-$3,416-$3,416
Fees for Services Other-$2,021-$2,021
Conferences and Meetings$942-$941$1,883
All Other Expenses$1,573$153$123$1,849
Other Expenses$3,334$1,795-$1,795
Fees for Services Accounting-$1,790-$1,790
Office Expenses-$272-$272
Total Functional Expenses$174,013$32,096$15,228$221,337
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rockingham County Public SchoolsHarrisonburg, VACounty GovtInnovative Idea Grants to 24 Area Schools$50,215
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$78,806
Fundraising Direct Expenses$65,454
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Auction & Raffle$98,850$54,960$2,170$52,790
Golf Tournament$28,233$23,846$1,498$22,348
Total Events$127,083$78,806$65,454$13,352
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 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

“Copies of form 990 are provided to board of directors for responses before filing.”

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

“Annual conflict of interest statements are secured from each member and notice given that any change in status is to be reported within 10 days of change.”

Form 990, Part VI, Section C, Line 19

“Provided to board of directors monthly and made available to public upon request.”

Filing and Contact Details

Filer

Filer Name
Rockingham Educational Foundation Inc
EIN
54-1735837
Phone
5404332581
Address
PO BOX 2187, HARRISONBURG, VA 22801

Signing Officer

Name
Kevin Longenecker
Title
Treasurer
Phone
5404332581
Signed
2019-04-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katie Lapira
Formed
1994
Legal Domicile
Va
Voting Board Members
22
Independent Board Members
21
Employees
0
Volunteers
200

Preparer

Firm
Brown Edwards & Company Llp
Address
1909 FINANCIAL DRIVE, HARRISONBURG, VA 22801
Preparer
James R Fries
Phone
5404346736
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

“Endowment funds are set aside for educational grants and student scholarships.”

Raw XML AppendixShowing 400 of 588 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt07320
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt08380
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT LEARNING BY SECURING FINANCIAL CONTRIBUTIONS AND EDUCATIONAL RESOURCES THAT BENEFIT THE STUDENTS AND TEACHERS OF ROCKINGHAM COUNTY PUBLIC SCHOOLS.
IRS990/AdvertisingGrp/FundraisingAmt03938
IRS990/AdvertisingGrp/TotalAmt03938
IRS990/AllOtherContributionsAmt0180819
IRS990/AllOtherExpensesGrp/FundraisingAmt0123
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0153
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01573
IRS990/AllOtherExpensesGrp/TotalAmt01849
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/PersonNm0KEVIN LONGENECKER
IRS990/BooksInCareOfDetail/PhoneNum05404332581
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2187
IRS990/BooksInCareOfDetail/USAddress/CityNm0HARRISONBURG
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022801
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0387569
IRS990/CashNonInterestBearingGrp/EOYAmt0372384
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt010226
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt010227
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt020454
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt040907
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt0941
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0942
IRS990/ConferencesMeetingsGrp/TotalAmt01883
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt048277
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0229096
IRS990/CYGrantsAndSimilarPaidAmt0137766
IRS990/CYInvestmentIncomeAmt049129
IRS990/CYOtherExpensesAmt042664
IRS990/CYOtherRevenueAmt013352
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt070240
IRS990/CYSalariesCompEmpBnftPaidAmt040907
IRS990/CYTotalExpensesAmt0221337
IRS990/CYTotalFundraisingExpenseAmt015228
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0291577
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0SCHOLARSHIPS ARE PROVIDED UPON STRICT CRITERIA, AFTER SUBSTANTIAL REVIEW BY A COMMITTEE TO DETERMINE AWARDS. DUE CARE IS FOLLOWED TO AVOID CONFLICTS OF INTEREST WITH BOARD MEMBERS AND OFFICERS OF THE SCHOOL AND FOUNDATION. DURING THE SPRING OF 2018, REFI AWARDED 72 SCHOLARSHIPS TO 60 GRADUATING SENIORS FROM ROCKINGHAM COUNTY PUBLIC HIGH SCHOOL.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt079200
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01790
IRS990/FeesForServicesAccountingGrp/TotalAmt01790
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt02021
IRS990/FeesForServicesOtherGrp/TotalAmt02021
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt010210
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt010210
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt162.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt172.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt182.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt192.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt204.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2130.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/PersonNm0JULIA WALLACE CARR
IRS990/Form990PartVIISectionAGrp/PersonNm1KATIE BARBATO
IRS990/Form990PartVIISectionAGrp/PersonNm2GERRY BEAM
IRS990/Form990PartVIISectionAGrp/PersonNm3DARLENE CROSSON
IRS990/Form990PartVIISectionAGrp/PersonNm4DONNA HARPER
IRS990/Form990PartVIISectionAGrp/PersonNm5TAMMI PRIVOTT
IRS990/Form990PartVIISectionAGrp/PersonNm6J CHRISTIAN HERRICK
IRS990/Form990PartVIISectionAGrp/PersonNm7KEITH ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm8ED SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm9SUSAN STEELE-WARD
IRS990/Form990PartVIISectionAGrp/PersonNm10PHIL WISHON
IRS990/Form990PartVIISectionAGrp/PersonNm11GRAHAM WITT
IRS990/Form990PartVIISectionAGrp/PersonNm12CATHY WELSH
IRS990/Form990PartVIISectionAGrp/PersonNm13PETER YATES
IRS990/Form990PartVIISectionAGrp/PersonNm14JIM DELUCAS
IRS990/Form990PartVIISectionAGrp/PersonNm15RENEE REED
IRS990/Form990PartVIISectionAGrp/PersonNm16LENA OSBORNE
IRS990/Form990PartVIISectionAGrp/PersonNm17SUSIE SHOMO
IRS990/Form990PartVIISectionAGrp/PersonNm18GWYNETH BRANDT
IRS990/Form990PartVIISectionAGrp/PersonNm19AARON GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm20KEVIN LONGNECKER
IRS990/Form990PartVIISectionAGrp/PersonNm21KATIE LAPIRA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2137833
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt19SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt20TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt048277
IRS990/FundraisingDirectExpensesAmt065454
IRS990/FundraisingGrossIncomeAmt078806
IRS990/GainOrLossGrp/SecuritiesAmt023771
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantAmt079200
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt087551
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt087551
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt050215
IRS990/GrantsToDomesticOrgsGrp/TotalAmt050215
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0220111
IRS990/GrossReceiptsAmt0553371
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03416
IRS990/InsuranceGrp/TotalAmt03416
IRS990/InvestmentIncomeGrp/ExclusionAmt025358
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025358
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01182622
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01294325
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0196340
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT LEARNING BY SECURING FINANCIAL CONTRIBUTIONS AND EDUCATIONAL RESOURCES THAT BENEFIT THE STUDENTS AND TEACHERS OF ROCKINGHAM COUNTY PUBLIC SCHOOLS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01563421
IRS990/NetAssetsOrFundBalancesEOYAmt01658879
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt023771
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt023771
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt013352
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt013352
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt025218
IRS990/NoncashContributionsAmt045578
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0272
IRS990/OfficeExpensesGrp/TotalAmt0272
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANQUETS AND RECEPTIONS
IRS990/OtherExpensesGrp/Desc1TEACHER DEPOT SUPPLIES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc3SOFTWARE COSTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02212
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11795
IRS990/OtherExpensesGrp/ProgramServicesAmt09944
IRS990/OtherExpensesGrp/ProgramServicesAmt13334
IRS990/OtherExpensesGrp/TotalAmt09944
IRS990/OtherExpensesGrp/TotalAmt13334
IRS990/OtherExpensesGrp/TotalAmt22212
IRS990/OtherExpensesGrp/TotalAmt31795
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0702346
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0828872
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0550
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0550
IRS990/PrincipalOfficerNm0KATIE LAPIRA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0EDUCATION GRANTS ARE AWARDED TO DESERVING TEACHERS WHO APPLY FOR AND RECEIVE REIMBURSEMENTS FOR EXPENSES FOR PROVIDING AN INNOVATIVE IDEA IN TEACHING STUDENTS. GRANT APPLICATIONS ARE ADVERTISED AND ACCEPTED ONE TO TWO TIMES PER YEAR, ONCE IN THE FALL AND ONCE IN THE SPRING, IF FUNDING ALLOWS. IN EXCESS OF 150 APPLICATIONS ARE RECEIVED EACH YEAR WITH AWARDS BEING GIVEN TO APPROXIMATELY 70 GRANT RECIPIENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt050215
IRS990/ProgSrvcAccomActy2Grp/GrantAmt050215
IRS990/ProgSrvcAccomActy3Grp/Desc0TEACHER, STAFF AND ADMINISTRATION RECOGNITION PROGRAMS; EACH SPRING, REFI FACILITATES THE COORDINATION OF THE TEACHER OF THE YEAR PROGRAM IN EACH OF THE 24 ROCKINGHAM COUNTY PUBLIC SCHOOLS. REFI RECOGNIZES THESE INDIVIDUALS DURING A CELEBRATION RECEPTION IN THE SPRING. MEMBERS OF A COMMITTEE FROM REFI'S BOARD OF DIRECTORS SELECT ONE TEACHER AS THE "LUCY SIMMS EDUCATOR OF THE YEAR" RECIPIENT. THIS INDIVIDUAL REPRESNTS ROCKINGHAM COUNTY PUBLIC SCHOOLS DURING THE VIRGINIA DEPARTMENT OF EDUCATION'S "TEACHER OF THE YEAR SELECTION PROCESS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02400
IRS990/ProgSrvcAccomActy3Grp/GrantAmt02400
IRS990/ProgSrvcAccomActyOtherGrp/Desc0EARLY LITERACY AND OTHER PROGRAMS; REFI PROVIDES APPROXIMATELY 750 BOOKS TO INCOMING KINDERGARTNERS AT THE BEGINNING OF EACH SCHOOL YEAR.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt042198
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt05951
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0220483
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0133851
IRS990/PYInvestmentIncomeAmt022220
IRS990/PYOtherExpensesAmt041227
IRS990/PYOtherRevenueAmt010845
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt038819
IRS990/PYSalariesCompEmpBnftPaidAmt039651
IRS990/PYTotalExpensesAmt0214729
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0253548
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt070240
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0229096
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0220483
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0268401
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0341729
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0353835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01413544
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt074347
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt022584
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt022275
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt050407
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt031029
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0200642
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt057571
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87570
IRS990ScheduleA/PublicSupportPY170Pct00.90650
IRS990ScheduleA/PublicSupportTotal170Amt01413544
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0229096
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0220483
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0268401
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0341729
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0353835
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01413544
IRS990ScheduleA/TotalSupportAmt01614186
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.13380
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt010210
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01563421
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0262324
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01658879
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0137766
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt074348
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt093238
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt09050

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,667,259
Liabilities
$8,380
Net assets
$1,658,879
Revenue
$291,577
Expenses
$221,337
Net income
$70,240
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.20$0.00$5.20$0.59$0.51$0.07
2024Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.53$0.38$0.15
2023Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.37$0.10$0.36$0.26
2022Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.15$0.80$0.31$0.48
2021Detailed filing. Detailed filing data is available for this year.$4.40$0.00$4.40$1.33$0.34$1.00
2020Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$1.52$0.24$1.28
2019Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.65$0.30$0.28$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.67$0.01$1.66$0.29$0.22$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.57$0.01$1.56$0.25$0.21$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.45$0.36$0.18$0.18
2015Detailed filing. Detailed filing data is available for this year.$1.35$0.01$1.34$0.27$0.16$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.45$0.35$0.10
2013Summary only. Only limited summary data is available for this year.$1.12$0.00$1.12$0.43$0.38$0.05
2012Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$0.42$0.40$0.02
2011Summary only. Only limited summary data is available for this year.$1.03$0.00$1.03$0.52$0.44$0.08