Civic Intelligence

Rockingham Educational Foundation Inc.

990 • Fiscal year 2021 • EIN 54-1735837

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 02, 2022

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

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

94th percentile

75%

Higher net margin than 94% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

45th percentile

$41,000

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 3.1% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

86th percentile

49%

Faster asset growth than 86% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

18th percentile

-12%

Faster revenue growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$4,403,703

Up $1,454,781 (+49%) from 2020

Net Assets

Up

$4,399,803

Up $1,453,381 (+49%) from 2020

Liabilities

Up

$3,900

Up $1,400 (+56%) from 2020

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin94th percentile

Revenue

Down

$1,332,954

Down $186,573 (-12%) from 2020

Expenses

Up

$335,820

Up $97,974 (+41%) from 2020

Net Income

Down

$997,134

Down $284,547 (-22%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2021

Assets$4,403,703
Liabilities$3,900
Net Assets$4,399,803
Open 2021 Filing

Operations Trend

Revenue Growth18th 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

2021

Revenue$1,332,954
Expenses$335,820
Net Income$997,134
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 2, 2022
Return Version
2020v4.2
Gross Receipts
$1,982,800
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$2,530,168$3,968,793▲ $1,438,625
Cash and Non-Interest-Bearing Accounts$416,204$434,360▲ $18,156
Accounts Receivable$2,000$0▼ $2,000
Prepaid Expenses and Deferred Charges$550$550→ $0
Total Assets$2,948,922$4,403,703▲ $1,454,781
Liabilities
Accounts Payable and Accrued Expenses$2,500$3,900▲ $1,400
Total Liabilities$2,500$3,900▲ $1,400
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$169,355$3,132,500▲ $2,963,145
Net Assets With Donor Restrictions$2,777,067$1,267,303▼ $1,509,764
Total Net Assets Fund Balance$2,946,422$4,399,803▲ $1,453,381
Total Liabilities and Net Assets / Fund Balance$2,948,922$4,403,703▲ $1,454,781

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$2,946,422$1,090,704▲ $678,784$122,223$4,399,803
2019$1,654,199$1,411,762▲ $132,494$95,465$2,946,422
2018$1,658,879$219,081▲ $30,006$93,855$1,654,199
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
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeOtherTotal
Victoria LandisExecutive DirectorPT$41,000$41,000

Board Members and Trustees

NameTitle
Paula LamAnnual Event Chair
Amanda NottCo-chair, Development
Lena OsborneCo-chair, Development
Aaron GreenGovernance Chair
Susie ShomoPresident
Andrew GravesDirector
Anthony SlaterDirector
Ed SmithDirector
Gerry BeamDirector
Gwyneth BrandtDirector
J Christian HerrickDirector
Julia Wallace CarrDirector
Kathleen GassDirector
Keith RobinsonDirector
Paige HawkinsDirector
Sheila PaladinoDirector
Susan Steele-wardDirector
Tammi PrivottDirector
Graham WittEducational Resource
Donna HarperSecretary
Kevin LongneckerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,090,704
Program Service Revenue
$0
Investment Income
$222,535
Other Revenue
$19,715
All Other Contributions
$1,090,704
Change in Net Assets
$997,134
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$174,118
Other Expenses$120,791
Salaries, Compensation, and Employee Benefits$40,911
Total Fundraising Expense$13,205
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$146,930--$146,930
Current Officers, Directors, Trustees, and Key Employees$20,455$10,228$10,228$40,911
Grants to Domestic Orgs$27,188--$27,188
Fees for Service Investment Mgmnt Fees-$19,766-$19,766
Office Expenses-$7,499$556$8,055
Advertising--$2,421$2,421
Fees for Services Accounting-$2,400-$2,400
Fees for Services Other-$1,800-$1,800
Insurance-$1,572-$1,572
Other Expenses$42--$42
Total Functional Expenses$279,350$43,265$13,205$335,820
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rockingham County Public SchoolsHarrisonburg, VACounty GovtInnovative Idea Grants to 24 Area Schools$27,188
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$30,356
Fundraising Direct Expenses$10,641
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$18,690$18,690$9,958$8,732
Annual Auction & Raffle$11,666$11,666$683$10,983
Total Events$30,356$30,356$10,641$19,715
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

“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
2022-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Victoria Landis
Formed
1994
Legal Domicile
Va
Voting Board Members
21
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 561 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/BOYAmt02500
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03900
IRS990/AccountsReceivableGrp/BOYAmt02000
IRS990/AccountsReceivableGrp/EOYAmt00
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/FundraisingAmt02421
IRS990/AdvertisingGrp/TotalAmt02421
IRS990/AllOtherContributionsAmt01090704
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/PersonNm0VICTORIA LANDIS
IRS990/BooksInCareOfDetail/PhoneNum05404332581
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2187
IRS990/BooksInCareOfDetail/USAddress/CityNm0HARRISONBURG
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd022801
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0416204
IRS990/CashNonInterestBearingGrp/EOYAmt0434360
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt010228
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt010228
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt020455
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt040911
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01090704
IRS990/CYGrantsAndSimilarPaidAmt0174118
IRS990/CYInvestmentIncomeAmt0222535
IRS990/CYOtherExpensesAmt0120791
IRS990/CYOtherRevenueAmt019715
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0997134
IRS990/CYSalariesCompEmpBnftPaidAmt040911
IRS990/CYTotalExpensesAmt0335820
IRS990/CYTotalFundraisingExpenseAmt013205
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01332954
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
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 2021, REFI AWARDED 93 SCHOLARSHIPS TO 72 GRADUATING SENIORS FROM ROCKINGHAM COUNTY PUBLIC HIGH SCHOOLS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02777067
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt01267303
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0105650
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02400
IRS990/FeesForServicesAccountingGrp/TotalAmt02400
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01800
IRS990/FeesForServicesOtherGrp/TotalAmt01800
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt019766
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt019766
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt030.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.15
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt194.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt214.00
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/PersonNm0VICTORIA LANDIS
IRS990/Form990PartVIISectionAGrp/PersonNm1GERRY BEAM
IRS990/Form990PartVIISectionAGrp/PersonNm2GWYNETH BRANDT
IRS990/Form990PartVIISectionAGrp/PersonNm3KATHLEEN GASS
IRS990/Form990PartVIISectionAGrp/PersonNm4ANDREW GRAVES
IRS990/Form990PartVIISectionAGrp/PersonNm5PAIGE HAWKINS
IRS990/Form990PartVIISectionAGrp/PersonNm6J CHRISTIAN HERRICK
IRS990/Form990PartVIISectionAGrp/PersonNm7SHEILA PALADINO
IRS990/Form990PartVIISectionAGrp/PersonNm8TAMMI PRIVOTT
IRS990/Form990PartVIISectionAGrp/PersonNm9KEITH ROBINSON
IRS990/Form990PartVIISectionAGrp/PersonNm10ANTHONY SLATER
IRS990/Form990PartVIISectionAGrp/PersonNm11ED SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm12SUSAN STEELE-WARD
IRS990/Form990PartVIISectionAGrp/PersonNm13JULIA WALLACE CARR
IRS990/Form990PartVIISectionAGrp/PersonNm14PAULA LAM
IRS990/Form990PartVIISectionAGrp/PersonNm15AMANDA NOTT
IRS990/Form990PartVIISectionAGrp/PersonNm16LENA OSBORNE
IRS990/Form990PartVIISectionAGrp/PersonNm17GRAHAM WITT
IRS990/Form990PartVIISectionAGrp/PersonNm18AARON GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm19SUSIE SHOMO
IRS990/Form990PartVIISectionAGrp/PersonNm20DONNA HARPER
IRS990/Form990PartVIISectionAGrp/PersonNm21KEVIN LONGNECKER
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/ReportableCompFromRltdOrgAmt041000
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/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIRECTOR
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/TitleTxt14ANNUAL EVENT CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CO-CHAIR, DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16CO-CHAIR, DEVELOPMENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17EDUCATIONAL RESOURCE
IRS990/Form990PartVIISectionAGrp/TitleTxt18GOVERNANCE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt19PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt21TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt010641
IRS990/FundraisingGrossIncomeAmt030356
IRS990/GainOrLossGrp/SecuritiesAmt0130980
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt0105650
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0146930
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0146930
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt027188
IRS990/GrantsToDomesticOrgsGrp/TotalAmt027188
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0770185
IRS990/GrossReceiptsAmt01982800
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01572
IRS990/InsuranceGrp/TotalAmt01572
IRS990/InvestmentIncomeGrp/ExclusionAmt091555
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt091555
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02530168
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03968793
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0639205
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/NetAssetsOrFundBalancesBOYAmt02946422
IRS990/NetAssetsOrFundBalancesEOYAmt04399803
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0130980
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0130980
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt019715
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt019715
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0456247
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0169355
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03132500
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0556
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07499
IRS990/OfficeExpensesGrp/TotalAmt08055
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1PROFESSIONAL DEVELOPMEN
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt082208
IRS990/OtherExpensesGrp/ProgramServicesAmt12527
IRS990/OtherExpensesGrp/ProgramServicesAmt242
IRS990/OtherExpensesGrp/TotalAmt082208
IRS990/OtherExpensesGrp/TotalAmt12527
IRS990/OtherExpensesGrp/TotalAmt242
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0550
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0550
IRS990/PrincipalOfficerNm0VICTORIA LANDIS
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. 150 APPLICATIONS ARE RECEIVED EACH YEAR WITH AWARDS BEING GIVEN TO APPROXIMATELY 80 GRANT RECIPIENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt027188
IRS990/ProgSrvcAccomActy2Grp/GrantAmt027188
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/ExpenseAmt03677
IRS990/ProgSrvcAccomActy3Grp/GrantAmt03677
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0142835
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt037603
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01392529
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0141425
IRS990/PYInvestmentIncomeAmt0121952
IRS990/PYOtherExpensesAmt049129
IRS990/PYOtherRevenueAmt05046
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01281681
IRS990/PYSalariesCompEmpBnftPaidAmt047292
IRS990/PYTotalExpensesAmt0237846
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01519527
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0997134
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0654504
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0130951
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0175587
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0229096
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0220483
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01410621
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0222535
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0121952
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt091663
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt074347
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt022584
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0533081
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0139776
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.50260
IRS990ScheduleA/PublicSupportPY170Pct00.41130
IRS990ScheduleA/PublicSupportTotal170Amt0976976
IRS990ScheduleA/SubstantialContributorsTotAmt0433645
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0654504
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0130951
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0175587
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0229096
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0220483
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01410621
IRS990ScheduleA/TotalSupportAmt01943702
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.71200
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt019766
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02946422
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt01090704
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04399803
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0174118
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0678784
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0122223
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt015143

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,403,703
Liabilities
$3,900
Net assets
$4,399,803
Revenue
$1,332,954
Expenses
$335,820
Net income
$997,134
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