Civic Intelligence

Community Foundation Serving Western Virginia

990 • Fiscal year 2020 • EIN 54-1959458

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 02, 2021

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

20th percentile

0.04x

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

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.28x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

19th percentile

$182,822

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2020

Asset Growth

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

72nd percentile

12%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$89,199,624

Up $8,721,333 (+11%) from 2019

Net Assets

Up

$85,447,226

Up $8,497,005 (+11%) from 2019

Liabilities

Up

$3,752,398

Up $224,328 (+6.4%) from 2019

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin93rd percentile

Revenue

Up

$13,527,876

Up $1,413,012 (+12%) from 2019

Expenses

Up

$5,904,140

Up $399,296 (+7.3%) from 2019

Net Income

Up

$7,623,736

Up $1,013,716 (+15%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2020

Assets$89,199,624
Liabilities$3,752,398
Net Assets$85,447,226
Open 2020 Filing

Operations Trend

Revenue Growth72nd 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

2020

Revenue$13,527,876
Expenses$5,904,140
Net Income$7,623,736
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 2, 2021
Return Version
2019v5.2
Gross Receipts
$19,884,324
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$42,451,647$51,026,177▲ $8,574,530
Investments Other Securities$28,894,881$28,663,577▼ $231,304
Pledges and Grants Receivable$7,623,831$7,735,710▲ $111,879
Savings and Temporary Cash Investments$1,056,069$1,109,313▲ $53,244
Other Notes and Loans Receivable, Net$388,260$340,967▼ $47,293
Land, Buildings, and Equipment, Net$46,560$38,153▼ $8,407
Prepaid Expenses and Deferred Charges$17,043$17,227▲ $184
Total Assets$80,478,291$89,199,624▲ $8,721,333
Other Assets Total$0$268,500▲ $268,500
Liabilities
Other Liabilities$3,372,446$3,448,186▲ $75,740
Grants Payable$103,330$243,535▲ $140,205
Accounts Payable and Accrued Expenses$52,294$60,677▲ $8,383
Total Liabilities$3,528,070$3,752,398▲ $224,328
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$68,855,060$77,024,815▲ $8,169,755
Net Assets With Donor Restrictions$8,095,161$8,422,411▲ $327,250
Total Net Assets Fund Balance$76,950,221$85,447,226▲ $8,497,005
Total Liabilities and Net Assets / Fund Balance$80,478,291$89,199,624▲ $8,721,333

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$38,153$163,531$201,684
Other Securities$3,981,603--
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alan E RonkBoard Secretary, President & CEOFT$165,000$17,822$182,822
Carly C OliverChief Operating OfficerFT$105,000$8,268$113,268

Board Members and Trustees

NameTitle
Cynthia M ShelorBoard Member - Chair
Mimi Rainero ColesBoard Member-vice Chair
Cleo C SimsBoard Member
Deborah a OehlschlaegerBoard Member
Frank CarterBoard Member
George a LevickiBoard Member
James B Frith JrBoard Member
James W McadenBoard Member
John P Budd Jr CPABoard Member
Lauren EllermanBoard Member
Leonard WheelerBoard Member
Margie B EasonBoard Member
Nancy V Dye MdBoard Member
Philip TrompeterBoard Member
Randall R Rhea MdBoard Member
Stephen W LemonBoard Member
Susan LancasterBoard Member
Tammy M FinleyBoard Member
William D ElliottBoard Member
Richard Bailey DvmBoard Member - Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$10,539,887
Program Service Revenue
$985,644
Investment Income
$2,002,345
Other Revenue
$0
All Other Contributions
$10,539,887
Change in Net Assets
$7,623,736

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 Traded19$733,694Fair Market Value (FMV) of the Stock
Total Noncash Contributions19$733,694-

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,527,876
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$873,267
Total Revenue per Audited Statements
$14,401,143
Total Revenue per Form 990
$13,527,876
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,620,255
Other Expenses$1,537,867
Salaries, Compensation, and Employee Benefits$746,018
Total Fundraising Expense$118,559
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,620,255--$3,620,255
Fees for Services Management-$955,874-$955,874
Other Salaries and Wages$113,031$177,620$32,295$322,946
Current Officers, Directors, Trustees, and Key Employees$103,632$162,850$29,609$296,091
Fees for Service Investment Mgmnt Fees-$255,046-$255,046
Occupancy-$105,649-$105,649
Other Employee Benefits$29,202$45,888$8,343$83,433
Information Technology$15,277$30,991$4,365$50,633
Payroll Taxes$15,242$23,951$4,355$43,548
Fees for Services Accounting$250$32,955$250$33,455
Advertising$7,391-$16,881$24,272
Office Expenses$6,427$11,769$3,162$21,358
Depreciation Depletion-$20,003-$20,003
Conferences and Meetings-$9,524-$9,524
Insurance$512$8,637$146$9,295
Travel$1,106$1,738$316$3,160
Other Expenses$11,702$-18,492$5,177$-18,492
Total Functional Expenses$3,954,644$1,830,937$118,559$5,904,140

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,904,140
Total Expenses per Audited Statements$5,904,140
Total Expenses per Form 990$5,904,140
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Roanoke Valley SpcaRoanoke, VA501(c)(3)General Support, Building Repairs, Disaster Relief$152,277
Local Office on AgingRoanoke, VA501(c)(3)Growing Together Forward, Meals on Wheels, Disaster Relief, Respite Programs$105,140
Salem Museum and Historical SocietySalem, VA501(c)(3)General Support$102,750
Boys & Girls Clubs of Southwest VirginiaRoanoke, VA501(c)(3)General Support, Takeout Hunger$97,629
University of VirginiaCharlottesville, VA501(c)(3)Scholarships, Library$84,070
United Way of Roanoke Valley IncRoanoke, VA501(c)(3)General Support, Feed Children Breakfast, Disaster Relief$83,160
Carilion Medical CenterRoanoke, VA501(c)(3)Hospice, Fallon Park Elementary School Project$82,334
Commonwealth Catholic CharitiesRichmond, VA501(c)(3)For Refugee Settlement, to Address Gender Barriers in Refugee Community$71,000
Renovation AllianceRoanoke, VA501(c)(3)Roof Repairs and Replacments$65,000
Westminster Presbyterian Church of AmericaRoanoke, VAChurchGeneral Support$59,859
North Cross SchoolRoanoke, VA501(c)(3)General Support$55,230
Virginia TechBlacksburg, VA501(c)(3)Scholarships$54,460
James River High SchoolBuchanan, VA501(c)(3)Specified Music and Arts Programs at James River High School$50,000
Roanoke CountyRoanoke, VA501(c)(3)Regional Wayfinding Project$50,000
First Baptist Church of MartinsvilleMartinsville, VAChurchGeneral Support$49,000
Bradley Free ClinicRoanoke, VA501(c)(3)General Support, Hope Initiative, Behaviorial Health Program, Disaster Relief$46,118
Depaul Community ResourcesRoanoke, VA501(c)(3)Therapy and Clinical Services, Van for Options Program$44,000
CHILDREN'S TRUST ROANOKE VALLEYRoanoke, VA501(c)(3)GENERAL SUPPORT, CASA, ROANOKE VALLEY TRAUMA INFORMED NETWORK, FACILITY DOG'S EXPENSES, DISASTER RELIEF$40,700
Bedford Community Christmas Station IncBedford, VA501(c)(3)General Support$40,000
Free Clinic of Franklin CountyRocky Mount, VA501(c)(3)Medications, Disaster Relief$35,680
Ferrum CollegeFerrum, VA501(c)(3)Scholarships, Blue Ridge Institute$35,600
Girl Scouts of Virginia Skyline CouncilRoanoke, VA501(c)(3)General Support, Scholarships, Mobile Stem Center$33,605
Adult Care Center of Roanoke Valley IncSalem, VA501(c)(3)General Support, Disaster Relief, Sue Nutter Scholarship$33,423
Emory and Henry CollegeEmory, VA501(c)(3)Scholarships$33,400
Martinsville-henry County Family YmcaMartinsville, VA501(c)(3)General Support, New Bus, Scholarships, Learn to Swim Program, Disaster Relief$33,300
Liberty UniversityLynchburg, VA501(c)(3)Scholarships$32,650
Legal Aid Society of Roanoke ValleyRoanoke, VA501(c)(3)General Support, Victim Services$32,440
Foundation for Rehabilitation Equipment & Endowment (free)Roanoke, VA501(c)(3)Support for the Elderly, Disaster Relief$31,700
Sml Good Neighbors IncMoneta, VA501(c)(3)General Support, Educational Support for Low-income Families$30,600
Botetourt Resource CenterBuchanan, VA501(c)(3)To Support the Elderly$30,000
Mountain Valley Hospice & Palliative CareStuart, VA501(c)(3)General Support$30,000
Good Samaritan Hospice IncRoanoke, VA501(c)(3)General Support, Medication Security Devices$29,600
Science Museum of Western VirginiaRoanoke, VA501(c)(3)General Support, Support for Lab, Disaster Relief$27,350
University of RichmondRichmond, VA501(c)(3)General Support$27,000
James Madison UniversityHarrisonburg, VA501(c)(3)Scholarships$25,970
Leap for Local FoodRoanoke, VA501(c)(3)General Support, Senior Incentive Program, Disaster Relief$25,640
Grace Network of MhcMartinsville, VA501(c)(3)General Support, Health and Hygiene of At-risk Families, Disaster Relief, Feeding Hope$24,380
Blue Ridge Zoological Society of VirginiaRoanoke, VA501(c)(3)General Support, Disaster Relief, Additional Space and Enclosures$24,193
Piedmont Virginia Dental Health FoundationMartinsville, VA501(c)(3)General Support, Dental Clinic$22,700
Radford UniversityRadford, VA501(c)(3)Scholarships$22,100
Susan G Komen Virginia Blue RidgeRoanoke, VA501(c)(3)General Support$22,000
Franklin County Humane SocietyRocky Mount, VA501(c)(3)General Support, New Heat Pump, Spay and Neuter Surgeries, Vaccinations, Disaster Relief$21,437
United Way of Henry County & MartinsvilleMartinsville, VA501(c)(3)General Support, Dolly Parton Library$21,100
Salem Ministers Conference Community Food PantrySalem, VA501(c)(3)General Support, Snack Buddies and Food, Crib Ministry, Disaster Relief$20,883
West End CenterRoanoke, VA501(c)(3)General Support$20,539
Feeding America Southwest VirginiaSalem, VA501(c)(3)General Support, Disaster Relief$20,190
Begin Foundation IncRoanoke, VA501(c)(3)General Support$20,000
Roanoke CollegeSalem, VA501(c)(3)Scholarships, General Support, Fintel Library$19,976
Check Elementary SchoolCopper Hill, VA501(c)(3)Desks and Chairs for Classrooms$19,500
Virginia Commonwealth UniversityRichmond, VA501(c)(3)Scholarships$19,200
Longwood UniversityFarmville, VA501(c)(3)Scholarships$17,850
Blue Ridge Land ConservancyRoanoke, VA501(c)(3)General Support$17,770
Rescue Mission of RoanokeRoanoke, VA501(c)(3)General Support, Disaster Relief$17,540
St Andrews Roman Catholic ChurchRoanoke, VAChurchGeneral Support$17,017
Arch RoanokeRoanoke, VA501(c)(3)General Support, Bethany Hall, Trust House, Disaster Relief$16,250
Svh ServicesRoanoke, VA501(c)(3)SUPPLIES, DISASTER RELIEF, KATIE'S PLACE, BLUE RIDGE AUTISM & ACHIEVEMENT CENTER$16,220
Boys & Girls Clubs of the Blue RidgeMartinsville, VA501(c)(3)General Support, Project Learn$16,000
Taubman Museum of ArtRoanoke, VA501(c)(3)General Support, Disaster Relief$16,000
Charity League of Martinsville & Henry CoMartinsville, VA501(c)(3)General Support, Scholarships$15,100
Floyd Community Center for the Arts IncFloyd, VA501(c)(3)Wood Flooring for the Community Room$15,000
Virginia Western Community CollegeRoanoke, VA501(c)(3)Scholarships$14,400
Nature Conservancy (the)Arlington, VA501(c)(3)General Support$13,603
Opera RoanokeRoanoke, VA501(c)(3)General Support, Desire of the Soul$13,600
American Red Cross Roanoke Valley ChapterRoanoke, VA501(c)(3)General Support$13,200
Virginia Tech Foundation IncBlacksburg, VA501(c)(3)German Club, School of Engineering, Wvtf Radio, Hahn Horticulture Garden, Craig County 4-h Scholarship$13,137
Christendom CollegeFront Royal, VA501(c)(3)General Support$13,103
Orchard Hills Achievement CenterRoanoke, VA501(c)(3)General Support, Disaster Relief$12,810
Healing Strides of VaBoones Mill, VA501(c)(3)General Support, Disaster Relief$12,750
Roanoke Area MinistriesRoanoke, VA501(c)(3)General Support, Good Neighbors Fund, Disaster Relief$12,520
Piedmont Arts AssociationMartinsville, VA501(c)(3)General Support$12,500
Hollins UniversityRoanoke, VA501(c)(3)General Support$12,375
Big Brothers Big Sisters of Southwest VirginiaRoanoke, VA501(c)(3)General Support$12,294
Western Virginia Foundation for the Arts and SciencesRoanoke, VA501(c)(3)General Support$12,250
Friends of Infinity Acres RanchRidgeway, VA501(c)(3)Purchase Utv for Their Facility$12,145
Planned Parenthood South Atlantic - RoanokeRoanoke, VA501(c)(3)General Support$12,100
CHILDREN'S ASSISTIVE TECHNOLOGY SERVICEUnion Hall, VA501(c)(3)General Support$12,070
The Floyd County Historical SocietyFloyd, VA501(c)(3)Floyd County Courthouse Records Preservation Project$12,000
Child Health Investment PartnershipRoanoke, VA501(c)(3)General Support, to Purchase Books$11,700
Family Promise of Greater RoanokeSalem, VA501(c)(3)General Support, Case Management for Homeless Families$11,550
Kids SoarRoanoke, VA501(c)(3)General Support, Scholarships, Disaster Relief$11,250
ST JOHN'S EPISCOPAL CHURCHRoanoke, VAChurchGeneral Support, Commuunity Youth Program, Disaster Relief$11,100
Second Presbyterian ChurchRoanoke, VAChurchGeneral Support$10,700
UNIVERSITY OF VIRGINIA'S COLLEGE AT WISEWise, VA501(c)(3)Scholarships$10,600
Roanoke Ballet TheatreRoanoke, VA501(c)(3)General Support, Disaster Relief$10,500
Mill Mountain TheatreRoanoke, VA501(c)(3)General Support$10,450
Washington & Lee UniversityLexington, VA501(c)(3)General Support, Scholarships$10,335
3g MinistriesFairmont Drive, VA501(c)(3)Food Insecurity Project$10,000
Bridgewater CollegeBridgewater, VA501(c)(3)Scholarships$10,000
Faith Network of Franklin CountyRocky Mount, VA501(c)(3)Disaster Relief$10,000
Franklin County YmcaRocky Mount, VA501(c)(3)Swim Instructor Wages, Disaster Relief$10,000
Glenvar High SchoolSalem, VA501(c)(3)High School or Middle School Football Programs$10,000
Hampden-sydney CollegeHampdensydney, VA501(c)(3)Scholarships$10,000
Kazim ShrinersRoanoke, VA501(c)(3)SHRINER'S CHILDREN'S HOSPITAL IN GREENVILLE, SC$10,000
Sexual Assault Response & Awareness IncRoanoke, VA501(c)(3)General Support, Support for Hosted Conference$9,800
Marc Workshop IncMartinsville, VA501(c)(3)Disaster Relief, Van, Day Support Program, Purchase Aed$9,760
Boy Scouts of America Blue Ridge Mountains CouncilRoanoke, VA501(c)(3)General Support, Catawba District, Roanoke Housing Authority Projects, Scoutreach Program$9,647
Patrick Henry Community CollegeMartinsville, VA501(c)(3)Scholarships$9,500
YMCA OF VIRGINIA'S BLUE RIDGERoanoke, VA501(c)(3)General Support, Salem Families, Disaster Relief$9,250
Lutheran Family Services of Va IncRoanoke, VA501(c)(3)General Support, Minnick Education Center$8,970
Virginia Military InstituteLexington, VA501(c)(3)Scholarships$8,915
Historical Society of Western VirginiaRoanoke, VA501(c)(3)GENERAL SUPPORT, CHILDREN'S PROGRAMS, PUBLICATIONS, UPKEEP OF CRYSTAL SPRING PUMPING STATION, PHOTOGRAPHY EXHIBIT$8,890
Raleigh Court Presbyterian ChurchRoanoke, VAChurchGeneral Support, Hunger Mission$8,517
The Lyric Council IncBlacksburg, VA501(c)(3)General Support$8,350
Apple Ridge Farm IncRoanoke, VA501(c)(3)General Support, Camp Sponsorships$8,050
Covenant Presbyterian ChurchRoanoke, VA501(c)(3)General Support, Organ Fund$8,000
Lenoir-rhyne UniversityHickory, NC501(c)(3)Scholarships$8,000
Virginia Western Community College Educational FoundationRoanoke, VA501(c)(3)General Support, Ccap, Scholarships$7,910
Radford University CarilionRoanoke, VA501(c)(3)Scholarships$7,800
Hopetree Family ServicesSalem, VA501(c)(3)General Support, Purchase of Communication System$7,760
Union Presbyterian SeminaryRichmond, VA501(c)(3)General Support$7,720
The Hospital Auxiliary of Martinsville & Henry Co inMartinsville, VA501(c)(3)Hospice Care Fund$7,500
Roanoke Symphony OrchestraRoanoke, VA501(c)(3)General Support, Rebecca Goodwin Memorial Fund$7,240
Saint Francis Service DogsRoanoke, VA501(c)(3)General Support, Service Dog Support to People Over Age 60$7,130
Habitat for HumanityRoanoke, VA501(c)(3)General Support$7,000
Mount Olive Primitive Baptist ChurchRoanoke, VAChurchGeneral Support$7,000
SAINT MARY'S COLLEGENotre Dame, IN501(c)(3)Scholarships$7,000
University of Mary WashingtonFredericksburg, VA501(c)(3)Scholarships$7,000
The Salvation Army Roanoke CorpsRoanoke, VA501(c)(3)General Support, Turning Point$6,855
Jefferson Center FoundationRoanoke, VA501(c)(3)General Support, Jazz Performances$6,808
Total Action for ProgressRoanoke, VA501(c)(3)General Support, Superhero Kids, Disaster Relief$6,620
Hillsdale CollegeHillsdale, MI501(c)(3)General Support$6,500
Georgetown UniversityWashington, DC501(c)(3)Scholarships$6,450
Carilion Clinic FoundationRoanoke, VA501(c)(3)General Support, Childrens Miracle Network$6,350
Mcleod Family FoundationRoanoke, VA501(c)(3)Ipads for the Academy$6,240
Roanoke Catholic SchoolRoanoke, VA501(c)(3)General Support$6,143
Floyd County Volunteer Fire Department - Station 3Check, VA501(c)(3)Thermal Imaging Camera$6,100
East Tennessee State UniversityJohnson City, TN501(c)(3)Scholarships$6,000
Heritage FoundationWashington, DC501(c)(3)General Support$6,000
Military Family Support Center IncRoanoke, VA501(c)(3)General Support$6,000
Goucher CollegeBaltimore, MD501(c)(3)General Support$5,835
Virginia Museum of Natural History FoundationMartinsville, VA501(c)(3)General Support, Reptile Festival$5,600
Kiwanis Foundation of RoanokeRoanoke, VA501(c)(3)General Support, Centennial Playground$5,500
Lake Christian MinistriesMoneta, VA501(c)(3)General Support$5,500
Trinity Ecumenical ParishMoneta, VA501(c)(3)General Support$5,500
Easter Seals Ucp North Carolina and VirginiaSalem, VA501(c)(3)General Support, Scholarships$5,340
Family Service of Roanoke ValleyRoanoke, VA501(c)(3)General Support$5,117
Tackfully Teamed Riding Academy IncHenry, VA501(c)(3)General Support, Stable Steps Program$5,100
Disaster Relief Food Ministry IncStuart, VA501(c)(3)Disaster Relief$5,000
Hope to WalkBlacksburg, VA501(c)(3)General Support$5,000
Martinsville Henry Cnty Chambers Prtnrshp for Economic GrowthMartinsville, VA501(c)(3)General Support$5,000
Mpanzi Empowering Women and Girls IncLutherville Timonium, MD501(c)(3)General Support$5,000
Oak Level Baptist ChurchBassett, VA501(c)(3)General Support$5,000
Roanoke Valley Greenway CommissionSalem, VA501(c)(3)General Support$5,000
Special Olympics Virginia - Southwest RegionBlacksburg, VA501(c)(3)Programming in Local Schools$5,000
Stepping Stone Mission of Franklin CountyRocky Mount, VA501(c)(3)Disaster Relief$5,000
VIRGINIA CHILDREN'S THEATRERoanoke, VA501(c)(3)Support for Rct4teens Project$5,000
Vbr Star Soccer ClubRoanoke, VA501(c)(3)Soccer Field Lights$5,000

International Summary

Offices
0
Employees
0
Spending
$177,382

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
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
EuropeVarious Indirect Partnership Interests-00$124,866
South AmericaVarious Indirect Partnership Interests-00$30,576
VariousVarious Indirect Partnership Interests-00$17,114
Central America and the CaribbeanVarious Indirect Partnership Interests-00$4,826
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$3,282,374
Charitable Gift Annuity Payments$165,812
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 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
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 president & ceo 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 president & ceo 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 Serving Western
EIN
54-1959458
Phone
5409850204
Address
PO BOX 1159, ROANOKE, VA 24006

Signing Officer

Name
Alan E Ronk
Title
President & CEO
Phone
5409850204
Signed
2021-02-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan E Ronk
Formed
1988
Legal Domicile
Va
Voting Board Members
20
Independent Board Members
20
Employees
8
Volunteers
21

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 XI, LINE 9:

“ROUNDING 2.”

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, 2020. 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 1,974 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/OtherLiabilitiesGrp/BOYAmt03372446
IRS990/OtherLiabilitiesGrp/EOYAmt03448186
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt032295
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0177620
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0113031
IRS990/OtherSalariesAndWagesGrp/TotalAmt0322946
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0388260
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0340967
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt04355
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023951
IRS990/PayrollTaxesGrp/ProgramServicesAmt015242
IRS990/PayrollTaxesGrp/TotalAmt043548
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt07623831
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt07735710
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017043
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017227
IRS990/PrincipalOfficerNm0ALAN E RONK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0523920
IRS990/ProgramServiceRevenueGrp/Desc0ADMINITRATIVE FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0985644
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0985644
IRS990/ProgSrvcAccomActy2Grp/Desc0ADMINISTRATION OF FUNDS FOR GRANT-MAKING TO ENHANCE COMMUNITY DEVELOPMENT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0334389
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0985644
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07595060
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03239304
IRS990/PYInvestmentIncomeAmt03360638
IRS990/PYOtherExpensesAmt01598861
IRS990/PYOtherRevenueAmt0272071
IRS990/PYProgramServiceRevenueAmt0887095
IRS990/PYRevenuesLessExpensesAmt06610020
IRS990/PYSalariesCompEmpBnftPaidAmt0666679
IRS990/PYTotalExpensesAmt05504844
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012114864
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt07623736
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$89,199,624
Liabilities
$3,752,398
Net assets
$85,447,226
Revenue
$13,527,876
Expenses
$5,904,140
Net income
$7,623,736
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