Civic Intelligence

Community Foundation Serving Western Virginia

990 • Fiscal year 2018 • EIN 54-1959458

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

Organization ProfileWWW.CFWESTERNVA.ORG

View Organization Page

PO Box 1159Roanoke, VA 24006

(540) 985-0204

Siviq Scores

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

Liabilities / Assets

19th percentile

0.05x

Higher debt load relative to assets than 19% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

49th percentile

0.38x

Higher debt load relative to revenue than 49% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

88th percentile

43%

Higher net margin than 88% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

18th percentile

$184,956

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

81st percentile

13%

Faster asset growth than 81% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

94th percentile

108%

Faster revenue growth than 94% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$73,689,151

Up $8,613,421 (+13%) from 2017

Net Assets

Up

$70,257,308

Up $8,145,457 (+13%) from 2017

Liabilities

Up

$3,431,843

Up $467,964 (+16%) from 2017

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin88th percentile

Revenue

Up

$9,102,690

Up $4,726,466 (+108%) from 2017

Expenses

Up

$5,161,682

Up $155,702 (+3.1%) from 2017

Net Income

Up

$3,941,008

Up $4,570,764 (+726%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$150M$100M$50M$0Assets 2011: $49,520,945Liabilities 2011: $2,782,413Net Assets 2011: $46,738,5322011Assets 2012: $49,375,293Liabilities 2012: $2,573,948Net Assets 2012: $46,801,3452012Assets 2013: $55,399,145Liabilities 2013: $2,783,061Net Assets 2013: $52,616,0842013Assets 2014: $62,079,793Liabilities 2014: $2,635,515Net Assets 2014: $59,444,2782014Assets 2015: $61,867,352Liabilities 2015: $2,732,103Net Assets 2015: $59,135,2492015Assets 2016: $59,732,728Liabilities 2016: $2,978,308Net Assets 2016: $56,754,4202016Assets 2017: $65,075,730Liabilities 2017: $2,963,879Net Assets 2017: $62,111,8512017Assets 2018: $73,689,151Liabilities 2018: $3,431,843Net Assets 2018: $70,257,3082018Assets 2019: $80,478,291Liabilities 2019: $3,528,070Net Assets 2019: $76,950,2212019Assets 2020: $89,199,624Liabilities 2020: $3,752,398Net Assets 2020: $85,447,2262020Assets 2021: $118,319,076Liabilities 2021: $4,583,520Net Assets 2021: $113,735,5562021Assets 2022: $100,299,802Liabilities 2022: $3,907,859Net Assets 2022: $96,391,9432022Assets 2023: $112,179,116Liabilities 2023: $4,702,713Net Assets 2023: $107,476,4032023Assets 2024: $122,989,535Liabilities 2024: $4,790,645Net Assets 2024: $118,198,8902024Assets 2025: $138,571,247Liabilities 2025: $5,092,336Net Assets 2025: $133,478,9112025

Highlighted filing

2018

Assets$73,689,151
Liabilities$3,431,843
Net Assets$70,257,308
Open 2018 Filing

Operations Trend

Revenue Growth94th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $8,746,859Expenses 2011: $4,340,637Net Income 2011: $4,406,2222011Revenue 2012: $5,947,296Expenses 2012: $4,546,828Net Income 2012: $1,400,4682012Revenue 2013: $7,425,317Expenses 2013: $3,889,673Net Income 2013: $3,535,6442013Revenue 2014: $7,081,357Expenses 2014: $4,295,320Net Income 2014: $2,786,0372014Revenue 2015: $6,247,749Expenses 2015: $4,833,900Net Income 2015: $1,413,8492015Revenue 2016: $4,697,454Expenses 2016: $5,887,267Net Income 2016: -$1,189,8132016Revenue 2017: $4,376,224Expenses 2017: $5,005,980Net Income 2017: -$629,7562017Revenue 2018: $9,102,690Expenses 2018: $5,161,682Net Income 2018: $3,941,0082018Revenue 2019: $12,114,864Expenses 2019: $5,504,844Net Income 2019: $6,610,0202019Revenue 2020: $13,527,876Expenses 2020: $5,904,140Net Income 2020: $7,623,7362020Revenue 2021: $11,505,235Expenses 2021: $5,646,627Net Income 2021: $5,858,6082021Revenue 2022: $12,225,680Expenses 2022: $7,002,561Net Income 2022: $5,223,1192022Revenue 2023: $10,560,771Expenses 2023: $6,901,716Net Income 2023: $3,659,0552023Revenue 2024: $8,215,768Expenses 2024: $7,333,698Net Income 2024: $882,0702024Revenue 2025: $13,341,807Expenses 2025: $7,602,798Net Income 2025: $5,739,0092025

Highlighted filing

2018

Revenue$9,102,690
Expenses$5,161,682
Net Income$3,941,008
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 1, 2019
Return Version
2017v2.3
Gross Receipts
$12,270,467
Mission and Program Overview

Mission

Community foundation serving western virginia provides leadership,resources, and inspiration for philanthropy in the communities it serves. To fulfill the foundation's mission, it: enables donors to carry out their charitable intent through endowment funds; provides responsible stewardship for entrusted funds; makes creative grants for current and future community needs and opportunities; offers comprehensive services to encourage and advance effective philanthropy; promotes and participates in collaborative efforts to shape a healthy, caring community.

The organization provides leadership, resources, and inspiration for philanthropy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$39,059,288$40,369,442▲ $1,310,154
Investments Other Securities$23,012,218$28,118,043▲ $5,105,825
Pledges and Grants Receivable$1,829,645$4,130,437▲ $2,300,792
Savings and Temporary Cash Investments$986,507$1,018,976▲ $32,469
Other Notes and Loans Receivable, Net$126,274--
Land, Buildings, and Equipment, Net$48,783$36,611▼ $12,172
Prepaid Expenses and Deferred Charges$13,015$15,642▲ $2,627
Total Assets$65,075,730$73,689,151▲ $8,613,421
Liabilities
Other Liabilities$2,771,087$3,299,249▲ $528,162
Grants Payable$157,700$97,400▼ $60,300
Accounts Payable and Accrued Expenses$35,092$35,194▲ $102
Total Liabilities$2,963,879$3,431,843▲ $467,964
Net Assets / Fund Balance
Unrestricted Net Assets$60,095,971$66,059,195▲ $5,963,224
Temporarily Rstr Net Assets$2,015,880$4,198,113▲ $2,182,233
Total Net Assets Fund Balance$62,111,851$70,257,308▲ $8,145,457
Total Liabilities and Net Assets / Fund Balance$65,075,730$73,689,151▲ $8,613,421

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$36,611$123,609$160,220
Other Securities$3,223,728--
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alan E RonkBoard Secretary, ExecutiveFT$153,060$31,896$184,956

Board Members and Trustees

NameTitle
A Damon WilliamsBoard Member - Chair
Cynthia M ShelorBoard Member - Vice Chair
Cleo C SimsBoard Member
Deborah a OehlschlaegerBoard Member
Frank CarterBoard Member
George a Levicki DdsBoard Member
James W McadenBoard Member
John P Budd Jr CPABoard Member
Lauren EllermanBoard Member
Leonard WheelerBoard Member
N L BishopBoard Member
Nancy V DyeBoard Member
Philip TrompeterBoard Member
Randall R Rhea MdBoard Member
Richard Bailey DvmBoard Member
Stephen W LemonBoard Member
Stephen a MusselwhiteBoard Member
Susan LancasterBoard Member
Tammy M FinleyBoard Member
William D ElliotBoard Member
Mimi Rainero ColesBoard Member-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,206,236
Program Service Revenue
$843,868
Investment Income
$1,934,729
Other Revenue
$117,857
All Other Contributions
$6,206,236
Change in Net Assets
$3,941,008

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded35$731,912Fair Market Value (FMV) of the Stock
Total Noncash Contributions35$731,912-

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,102,690
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$4,204,449
Total Revenue per Audited Statements
$13,307,139
Total Revenue per Form 990
$9,102,690
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,014,201
Other Expenses$1,543,845
Salaries, Compensation, and Employee Benefits$603,636
Total Fundraising Expense$111,734
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,014,201--$3,014,201
Fees for Services Management-$1,092,543-$1,092,543
Other Salaries and Wages$114,523$179,966$32,721$327,210
Current Officers, Directors, Trustees, and Key Employees$54,075$84,975$15,450$154,500
Occupancy-$104,626-$104,626
Other Employee Benefits$29,715$46,694$8,490$84,899
Office Expenses$30,007$36,908$16,003$82,918
Payroll Taxes$12,959$20,365$3,703$37,027
Conferences and Meetings$11,974-$11,974$23,948
Depreciation Depletion-$20,080-$20,080
Fees for Services Accounting-$18,328-$18,328
Other Expenses$8,789$22,408$3,500$12,289
Advertising--$7,383$7,383
All Other Expenses$810-$4,679$5,489
Fees for Services Legal-$1,056-$1,056
Total Functional Expenses$3,326,969$1,722,979$111,734$5,161,682

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,161,682
Total Expenses per Audited Statements$5,161,682
Total Expenses per Form 990$5,161,682
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Virginia Western Community College Educational FoundationRoanoke, VA501(c)(3)General Support, Ccap, Endowment Fund, Craig County Dual Enrollment Student Tuition, Orrin W. Clifton Dental Hygiene Scholarship$203,250
Feeding America Southwest VirginiaSalem, VA501(c)(3)General Support, Weekend Food for Children$116,200
Easter Seals Ucp North Carolina and VirginiaSalem, VA501(c)(3)General Support$101,359
Transitional Options for WomenRoanoke, VA501(c)(3)General Support$94,200
Virginia TechBlacksburg, VA501(c)(3)Scholarships$76,760
Westminster Presbyterian Church of AmericaRoanoke, VAChurchGeneral Support$72,650
Prevention Council of the Roanoke ValleyRoanoke, VA501(c)(3)General Support$70,000
Local Office on AgingRoanoke, VA501(c)(3)Assisted Transportation Program, Meals on Wheels$67,550
Blue Ridge Zoological Society of VirginiaRoanoke, VA501(c)(3)General Support$66,278
Renovation AllianceRoanoke, VA501(c)(3)General Support$65,000
Roanoke Area MinistriesRoanoke, VA501(c)(3)General Support, Volunteer Dinner$63,180
CHILDREN'S TRUST ROANOKE VALLEYRoanoke, VA501(c)(3)General Support, Casa$55,180
Family Service of Roanoke ValleyRoanoke, VA501(c)(3)General Support$53,698
YMCA OF VIRGINIA'S BLUE RIDGERoanoke, VA501(c)(3)General Support, Y-splash, Purchase of Ballet Supplies at the Gainsboro Ymca, to Support the Ballet, Tap, and Hip-hop Dance Program for Children$53,600
First Baptist Church of MartinsvilleMartinsville, VAChurchGeneral Support$49,000
Radford UniversityRadford, VA501(c)(3)Scholarships$47,911
Community Outreach ProgramRoanoke, VA501(c)(3)General Support$47,164
Mill Mountain TheatreRoanoke, VA501(c)(3)General Support$46,110
The Wildlife Foundation of VirginiaNorge, VA501(c)(3)General Support$37,400
University of VirginiaCharlottesville, VA501(c)(3)Scholarships$36,150
James Madison UniversityHarrisonburg, VA501(c)(3)Scholarships$34,000
Mountain Valley Hospice & Palliative CareStuart, VA501(c)(3)General Support$31,550
Western Virginia Foundation for the Arts and SciencesRoanoke, VA501(c)(3)GENERAL SUPPORT, DON AND BARBARA SMITH CHILDREN'S MUSEUM OF WESTERN VIRGINIA, REPAIRS TO THE SHENANDOAH ATELIER$30,383
Virginia Commonwealth UniversityRichmond, VA501(c)(3)Scholarships$27,850
Hollins UniversityRoanoke, VA501(c)(3)Scholarships$27,450
Check Elementary SchoolCopper Hill, VA501(c)(3)General Support$26,825
Goodwill Industries of the Valleys IncRoanoke, VA501(c)(3)General Support, Growing Goodwill Pavilion$26,350
New VisionRoanoke, VA501(c)(3)To Purchase Assistive Technology for the Elderly and to Pay for Training and Support$26,000
Saint Francis Service DogsRoanoke, VA501(c)(3)General Support, Service Dog Support to People Over Age 60$25,220
United Way of Roanoke Valley IncRoanoke, VA501(c)(3)General Support, Ryse$24,310
Ferrum CollegeFerrum, VA501(c)(3)Scholarships$23,300
Free Clinic of Franklin CountyRocky Mount, VA501(c)(3)General Support$23,000
Piedmont Virginia Dental Health FoundationMartinsville, VA501(c)(3)General Support, Dental Clinic$22,800
FAMILY YOUNG MEN'S CHRISTIAN ASSOCIATIONMartinsville, VA501(c)(3)General Support, Swim, After School Care$22,620
Boys & Girls Clubs of the Blue RidgeMartinsville, VA501(c)(3)General Support$22,500
Salem Ministers Conference Community Food PantrySalem, VA501(c)(3)General Support, Snack Buddies and Crib Ministry$21,500
Second Presbyterian ChurchRoanoke, VAChurchGeneral Support$21,500
Rescue Mission of RoanokeRoanoke, VA501(c)(3)General Support, Adopt a Family for Christmas$21,359
Botetourt Resource CenterBuchanan, VA501(c)(3)General Support$20,860
Roanoke Valley Speech & Hearing Center IncRoanoke, VA501(c)(3)General Support, Speech-language and Hearing Services for Early Learning Centers$20,350
Good Samaritan Hospice IncRoanoke, VA501(c)(3)General Support, Patient Intake Bags and Materials for Creative Expression$18,235
Martinsville City SchoolsMartinsville, VA501(c)(3)General Support, Therapeutic Horseback Riding Albert Harris Elementary$17,940
Roanoke CollegeSalem, VA501(c)(3)Scholarships, General Support, Fintel Library, Roanoke Fund$17,673
Longwood UniversityFarmville, VA501(c)(3)Scholarships$17,500
Roanoke Catholic SchoolRoanoke, VA501(c)(3)General Support$17,148
West End CenterRoanoke, VA501(c)(3)General Support, Fitness and Nutrition Program$16,694
Child Health Investment PartnershipRoanoke, VA501(c)(3)General Support, Nursing Home Visits, Dental Care, to Purchase Books, Asthma Case Management$16,639
American Red Cross Roanoke Valley ChapterRoanoke, VA501(c)(3)General Support, Hurricane Matthew$16,200
Blue Ridge Land ConservancyRoanoke, VA501(c)(3)General Support$16,120
Floyd Creative StudiosFloyd, VA501(c)(3)General Support$16,090
Charity League of Martinsville & Henry CoMartinsville, VA501(c)(3)General Support, Scholarships$15,100
Roanoke Valley SpcaRoanoke, VA501(c)(3)General Support$14,100
Nature Conservancy (the)Arlington, VA501(c)(3)General Support$13,827
Woodlawn United Methodist ChurchRoanoke, VAChurchGeneral Support$13,638
Apple Ridge Farm IncRoanoke, VA501(c)(3)General Support$13,400
Bridgewater CollegeBridgewater, VA501(c)(3)General Support$13,250
Grandin Theatre FoundationRoanoke, VA501(c)(3)General Support, Grandin Film Lab$13,100
Hampden-sydney CollegeHamdensydney, VA501(c)(3)General Support$13,000
Grace Network of MhcMartinsville, VA501(c)(3)General Support, Health and Hygiene of At-risk Families$12,931
Taubman Museum of ArtRoanoke, VA501(c)(3)General Support, Paul Villinski Exhibition and Summer Programming$12,630
Angels of AssisiRoanoke, VA501(c)(3)General Support, X-ray Machine$12,445
Christendom CollegeFront Royal, VA501(c)(3)General Support$12,227
Mount Olive Primitive Baptist ChurchRoanoke, VAChurchGeneral Support$11,500
Virginia Western Community CollegeRoanoke, VA501(c)(3)Scholarships$11,450
Union Presbyterian SeminaryRichmond, VA501(c)(3)General Support$11,270
United Way of Henry County & MartinsvilleMartinsville, VA501(c)(3)General Support$11,100
Historical Society of Western VirginiaRoanoke, VA501(c)(3)Crystal Spring Pump Station, O Winston Link Museum, Photography Exhibit$11,095
Roanoke Symphony OrchestraRoanoke, VA501(c)(3)General Support, Rebecca Goodwin Memorial Fund, Wellness Arts Program$10,530
Southern Area Agency on Aging IncMartinsville, VA501(c)(3)Mile 2 Volunteer Driver Program$10,500
Susan G Komen for the CureRoanoke, VA501(c)(3)General Support, Screening Mammograms for the Underinsured$10,500
Christopher Newport UniversityNewport News, VA501(c)(3)Scholarships$10,300
Science Museum of Western VirginiaRoanoke, VA501(c)(3)General Support$10,056
Arch RoanokeRoanoke, VA501(c)(3)General Support, Bethany Hall, Stepping Stones$10,040
Glenvar High SchoolSalem, VA501(c)(3)For the High School or Middle School Football Programs to Purchase Equipment, Helmet and Shoulder Pad Reconditioning for Sanitation, and Assist With Travel Expenses$10,000
Orchard Hills Achievement CenterRoanoke, VA501(c)(3)General Support$10,000
Our Lady of Perpetual HelpSalem, VA501(c)(3)General Support$10,000
Piedmont Regional Community Services BoardMartinsville, VA501(c)(3)General Support$10,000
Tackfully Teamed Riding Academy IncHenry, VA501(c)(3)General Support$10,000
George Mason UniversityFairfax, VA501(c)(3)General Support$9,900
Carlisle SchoolMartinsville, VA501(c)(3)General Support$9,770
Washington & Lee UniversityLexington, VA501(c)(3)General Support$9,590
The Salvation Army Roanoke CorpsRoanoke, VA501(c)(3)General Support, Turning Point, Red Shield Lodge$9,209
Boy Scouts of America Blue Ridge Mountains CouncilRoanoke, VA501(c)(3)General Support, Catawba District, Roanoke Housing Authority Projects$9,140
Planned Parenthood South Atlantic - RoanokeRoanoke, VA501(c)(3)General Support, Educational Programs$9,050
Bradley Free ClinicRoanoke, VA501(c)(3)General Support, Hope Initiative, Docs Rock Fashion$8,635
National D-day Memorial Foundation (the)Bedford, VA501(c)(3)General Support$8,500
Raleigh Court Presbyterian ChurchRoanoke, VAChurchGeneral Support, Hunger Mission$8,368
The Lyric Council IncBlacksburg, VA501(c)(3)General Support$8,350
Patrick Henry Community CollegeMartinsville, VA501(c)(3)Scholarships$8,330
Lutheran Family Services of Va IncRoanoke, VA501(c)(3)General Support, Minnick Education Center$8,150
The Floyd County Historical SocietyFloyd, VA501(c)(3)General Support$8,000
The Hospital Auxiliary of Martinsville & Henry Co inMartinsville, VA501(c)(3)General Support, Hospice, Medication/financial Assistance for the Uninsured/underinsured$8,000
University of LynchburgLynchburg, VA501(c)(3)General Support$7,750
University of Mary WashingtonFredericksburg, VA501(c)(3)General Support$7,750
Habitat for HumanityRoanoke, VA501(c)(3)General Support$7,700
North Cross SchoolRoanoke, VA501(c)(3)General Support$7,100
Franklin County Humane SocietyRocky Mount, VA501(c)(3)General Support$7,000
Roanoke City Public SchoolsRoanoke, VA501(c)(3)General Support, Portable Aed, Salem Red Sox Education Day$7,000
American Leprosy MissionsGreenville, SC501(c)(3)General Support$6,930
Total Action for ProgressRoanoke, VA501(c)(3)General Support$6,555
Virginia Tech Foundation IncBlacksburg, VA501(c)(3)German Club, School of Engineering, Wvtf Radio$6,518
Averett UniversityDanville, VA501(c)(3)General Support$6,500
Salvation Army MartinsvilleMartinsville, VA501(c)(3)General Support$6,462
Safetynet IncMartinsville, VA501(c)(3)General Support, Crisis Assistance$6,100
City of RoanokeRoanoke, VA501(c)(3)General Support$6,000
Lake Christian MinistriesMoneta, VA501(c)(3)Oral Healthcare$6,000
ROANOKE WOMEN'S FOUNDATIONMartinsville, VA501(c)(3)General Support$6,000
The Agape Center TotalMoneta, VA501(c)(3)General Support$6,000
Blue Ridge Autism and Achievement CenterRoanoke, VA501(c)(3)General Support$5,950
Friends of Infinity Acres RanchRidgeway, VA501(c)(3)General Support$5,897
Liberty UniversityLynchburg, VA501(c)(3)Scholarships$5,750
Goucher CollegeBaltimore, MD501(c)(3)General Support$5,590
Sml Good Neighbors IncMoneta, VA501(c)(3)Student Enrichment in the Theater Arts$5,500
University of RichmondRichmond, VA501(c)(3)General Support$5,500
Piedmont Arts AssociationMartinsville, VA501(c)(3)General Support$5,430
Franklin County YmcaRocky Mount, VA501(c)(3)General Support, Swimming$5,250
Carilion Medical CenterRoanoke, VA501(c)(3)Hospice, Pediatric Cancer Patients$5,236
American Red Cross Piedmont Virginia ChapterMartinsville, VA501(c)(3)General Support$5,100
ROANOKE CHILDREN'S THEATRERoanoke, VA501(c)(3)General Support$5,100
Amelon United Methodist ChurchMadison Heights, VAChurchGeneral Support$5,000
Commonwealth Coach and Trolley MuseumRoanoke, VA501(c)(3)General Support$5,000
Emory and Henry CollegeEmory, VA501(c)(3)General Support$5,000
Martinsville Henry Cnty Chambers Prtnrshp for Economic GrowthMartinsville, VA501(c)(3)Micro-loan Pool, Start Up Martinsville$5,000
Roanoke Valley Greenway CommissionSalem, VA501(c)(3)General Support$5,000
The Christian Free Clinic in Botetourt IncRoanoke, VA501(c)(3)General Support$5,000
The First Tee of the Roanoke ValleyRoanoke, VA501(c)(3)General Support$5,000

International Summary

Offices
0
Employees
0
Spending
$71,679

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
North AmericaVarious Indirect Partnership Interests-00$36,882
EuropeVarious Indirect Partnership Interests-00$19,287
East Asia and the PacificVarious Indirect Partnership Interests-00$9,122
VariousVarious Indirect Partnership Interests-00$6,240
South AmericaVarious Indirect Partnership Interests-00$148
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$3,144,246
Charitable Gift Annuity Payments$155,003
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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 990 is presented to the board of governors meeting for review before filing with the irs. Copies are distributed at the meeting to the attending board members. Copies are subsequently mailed to all board members.”

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

“Each year, every staff and board member must complete and sign a disclosure form stating: pursuant to the foundation's conflict of interest policy, i am disclosing the following affiliations (including those of my immediate family) with any public charitable, educational,or other organization eligible for foundation grants. For any organization listed below, i understand that my duties at the foundation will exclude voting on any grant or other activity that may involve the foundation and such organizations. Affiliations described include, without limitation, those arising in connection with a position as trustee, director, or other member of a governing board, officer or employee for any such organization. Excluded from this listing is any affiliation arising solely out of payment of dues for membership or other minimal contributions of cash or property.”

Form 990, Part VI, Section B, Line 15

“The executive director reviews each employee annually and reports to the management and personnel committee, which decide the annual compensation percentage increase, if applicable. The management and personnel committee chair make the recommendation to the full board for approval at a board of governors meeting. The executive director is reviewed annually by the board chair. The board chair reports results to the management and personnel committee, which decide the annual compensation percentage increase, if applicable. The management and personnel committee chair make the recommendation to the full board for approval at a board of governors meeting.”

Form 990, Part VI, Section C, Line 19

“The policies are available upon inspection at the office. Financial statements are available on the website.”

Filing and Contact Details

Filer

Filer Name
Community Foundation of Western Virginia
EIN
54-1959458
Phone
5409850204
Address
PO BOX 1159, ROANOKE, VA 24006

Signing Officer

Name
Alan E Ronk
Title
President & CEO
Phone
5409850204
Signed
2019-02-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan E Ronk
Formed
1988
Legal Domicile
Va
Voting Board Members
21
Independent Board Members
21
Employees
7
Volunteers
22

Preparer

Firm
Brown Edwards & Company Llp
Address
319 MCCLANAHAN STREET SW, ROANOKE, VA 24014
Preparer
Melissa Stanley
Phone
5403450936
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process of financial statement review and oversight has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The foundation is exempt from federal and state income tax under section 501(c)(3) of the internal revenue code (irc) and the tax statutes of the commonwealth of virginia; accordingly, the accompanying financial statements do not reflect a provision or liability for federal and state income taxes. The foundation has determined that it does not have any material unrecognized tax benefits or obligations as of june 30, 2018. The foundation is not categorized as a private foundation and has no unrelated business income subject to federal or state income tax under section 511 of the irc.”

Raw XML AppendixShowing 400 of 1,775 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06206236
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02091739
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02276479
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02705783
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05471016
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt018751253
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0500119
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01440895

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Filings

Displayed year

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

Open filing
Assets
$73,689,151
Liabilities
$3,431,843
Net assets
$70,257,308
Revenue
$9,102,690
Expenses
$5,161,682
Net income
$3,941,008
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$139$5.09$133$13.3$7.60$5.74
2024Detailed filing. Detailed filing data is available for this year.$123$4.79$118$8.22$7.33$0.88
2023Detailed filing. Detailed filing data is available for this year.$112$4.70$107$10.6$6.90$3.66
2022Detailed filing. Detailed filing data is available for this year.$100$3.91$96.4$12.2$7.00$5.22
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$118$4.58$114$11.5$5.65$5.86
2020Detailed filing. Detailed filing data is available for this year.$89.2$3.75$85.4$13.5$5.90$7.62
2019Summary only. Only limited summary data is available for this year.$80.5$3.53$77.0$12.1$5.50$6.61
2018Detailed filing. Detailed filing data is available for this year.$73.7$3.43$70.3$9.10$5.16$3.94
2017Detailed filing. Detailed filing data is available for this year.$65.1$2.96$62.1$4.38$5.01$0.63
2016Detailed filing. Detailed filing data is available for this year.$59.7$2.98$56.8$4.70$5.89$1.19
2015Detailed filing. Detailed filing data is available for this year.$61.9$2.73$59.1$6.25$4.83$1.41
2014Summary only. Only limited summary data is available for this year.$62.1$2.64$59.4$7.08$4.30$2.79
2013Summary only. Only limited summary data is available for this year.$55.4$2.78$52.6$7.43$3.89$3.54
2012Summary only. Only limited summary data is available for this year.$49.4$2.57$46.8$5.95$4.55$1.40
2011Summary only. Only limited summary data is available for this year.$49.5$2.78$46.7$8.75$4.34$4.41