Civic Intelligence

Community Foundation Serving Western Virginia

990 • Fiscal year 2023 • EIN 54-1959458

Jul 01, 2022 to Jun 30, 2023 • Filed on Mar 14, 2024

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

18th percentile

0.04x

Higher debt load relative to assets than 18% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

48th percentile

0.45x

Higher debt load relative to revenue than 48% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Net Margin

88th percentile

35%

Higher net margin than 88% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

14th percentile

$222,432

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2023

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

19th percentile

-14%

Faster revenue growth than 19% of similar nonprofits.

2023 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$112,179,116

Up $11,879,314 (+12%) from 2022

Net Assets

Up

$107,476,403

Up $11,084,460 (+11%) from 2022

Liabilities

Up

$4,702,713

Up $794,854 (+20%) from 2022

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin88th percentile

Revenue

Down

$10,560,771

Down $1,664,909 (-14%) from 2022

Expenses

Down

$6,901,716

Down $100,845 (-1.4%) from 2022

Net Income

Down

$3,659,055

Down $1,564,064 (-30%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2023

Assets$112,179,116
Liabilities$4,702,713
Net Assets$107,476,403
Open 2023 Filing

Operations Trend

Revenue Growth19th 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

2023

Revenue$10,560,771
Expenses$6,901,716
Net Income$3,659,055
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Mar 14, 2024
Return Version
2022v5.0
Gross Receipts
$10,560,771
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$55,902,055$63,925,328▲ $8,023,273
Investments Other Securities$39,947,225$42,512,390▲ $2,565,165
Savings and Temporary Cash Investments$1,791,686$2,642,018▲ $850,332
Pledges and Grants Receivable$2,390,507$2,438,615▲ $48,108
Land, Buildings, and Equipment, Net$47,071$271,666▲ $224,595
Other Notes and Loans Receivable, Net$168,559$113,978▼ $54,581
Prepaid Expenses and Deferred Charges$52,699$14,879▼ $37,820
Total Assets$100,299,802$112,179,116▲ $11,879,314
Other Assets Total$0$260,242▲ $260,242
Liabilities
Other Liabilities$3,803,724$4,271,478▲ $467,754
Grants Payable$56,750$384,000▲ $327,250
Accounts Payable and Accrued Expenses$47,385$47,235▼ $150
Total Liabilities$3,907,859$4,702,713▲ $794,854
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$93,725,301$104,670,692▲ $10,945,391
Net Assets With Donor Restrictions$2,666,642$2,805,711▲ $139,069
Total Net Assets Fund Balance$96,391,943$107,476,403▲ $11,084,460
Total Liabilities and Net Assets / Fund Balance$100,299,802$112,179,116▲ $11,879,314

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$52,666$210,150$262,816
Land$219,000-$219,000
Other Securities$8,743,719--
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alan E RonkBoard Secretary, PresidentFT$202,082$20,350$222,432
Carly C OliverChief Operating OfficerFT$126,083$10,194$136,277

Board Members and Trustees

NameTitle
Richard Bailey DvmBoard Member - Chair
Susan LancasterBoard Member - Vice Chair
Colleen M MarstonBoard Member
Elaine Milan CronkBoard Member
Florence WilliamsBoard Member
George a LevickiBoard Member
Grethchen W BeedleBoard Member
James B Frith JrBoard Member
John BlantonBoard Member
Margie B EasonBoard Member
Mimi Rainero ColesBoard Member
Nadra L ScottBoard Member
Philip TrompeterBoard Member
Rick JamesBoard Member
Samuel Roman JrBoard Member
Sherry W DavidsonBoard Member
Steve ArnerBoard Member
Verletta WhiteBoard Member
Lutheria H SmithBoard Member - Executive Committee Senior VP
Lauren EllermanBoard Member - Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,740,158
Program Service Revenue
$1,318,415
Investment Income
$4,502,198
Other Revenue
$0
All Other Contributions
$4,740,158
Change in Net Assets
$3,659,055

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 Traded18$1,542,825Fair Market Value (FMV) of the Stock
Total Noncash Contributions18$1,542,825-

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,560,771
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$7,425,405
Total Revenue per Audited Statements
$17,986,176
Total Revenue per Form 990
$10,560,771
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,923,653
Other Expenses$2,059,544
Salaries, Compensation, and Employee Benefits$918,519
Total Fundraising Expense$144,728
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,923,653--$3,923,653
Fees for Services Management-$1,318,415-$1,318,415
Other Salaries and Wages$147,555$231,871$42,159$421,585
Fees for Service Investment Mgmnt Fees-$378,117-$378,117
Current Officers, Directors, Trustees, and Key Employees$125,548$197,289$35,871$358,708
Occupancy-$114,092-$114,092
Other Employee Benefits$29,148$45,803$8,328$83,279
Information Technology$19,575$41,520$5,593$66,688
Payroll Taxes$19,231$30,221$5,495$54,947
Advertising$8,410-$24,127$32,537
Fees for Services Accounting$1,095$25,997$1,095$28,187
Office Expenses$5,497$11,728$2,497$19,722
Depreciation Depletion-$18,817-$18,817
Insurance$630$11,063$180$11,873
Conferences and Meetings-$4,613-$4,613
Travel$1,452$2,282$415$4,149
Other Expenses$21,099$3,746$3,826$3,746
Total Functional Expenses$4,315,412$2,441,576$144,728$6,901,716

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,901,716
Total Expenses per Audited Statements$6,901,716
Total Expenses per Form 990$6,901,716
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Good Samaritan Hospice IncRoanoke, VA501(c)(3)TO SUPPORT THE GOOD SAMARITAN CENTER FOR CARING CAPITAL CAMPAIGN. PLEASE NOTE THIS IS THE FIRST ANNUAL INSTALLMENT OF THE $500,000 GRANT, FOR GENERAL PURPOSES, TO PURCHASE LOCK BOXES TO SAFEGUARD MEDICATIONS, TO SUPPORT THE NEW HOSPICE HOUSE, AND TO SUPPORT THE PALLIATIVE CARE PROGRAM PER THE PROJECT BUDGET$248,340
Virginia TechBlacksburg, VA501(c)(3)For Educational Scholarship Funds$131,725
Local Office on AgingRoanoke, VA501(c)(3)To Support the Personal Care Program Per the Project Budget, to Support the Meals on Wheels Program, to Support the Homemaker Program, and for General Purposes$111,131
University of VirginiaCharlottesville, VA501(c)(3)For Educational Scholarship Funds$100,930
West End CenterRoanoke, VA501(c)(3)To Help With the Purchase of a Bus for Youth Activities Per the Project Budget, to Support the Addition of Mental Health Services Per the Project Budget, and for General Purposes$87,185
Adult Care Center of Roanoke ValleySalem, VA501(c)(3)For General Purposes, to Support the Sue Nutter Scholarship Fund Per the Project Budget, and to Support the Needs of Elderly Clients$77,680
Ferrum CollegeFerrum, VA501(c)(3)For Educational Scholarship Funds$64,700
Roanoke CollegeSalem, VA501(c)(3)For Educational Scholarship Funds$57,619
Foundation for Rehabilitation Equipment and EndowmentRoanoke, VA501(c)(3)To Support Direct Services to Elderly Clients Per the Project Budget.$52,500
Radford UniversityRadford, VA501(c)(3)For Educational Scholarship Funds$50,990
Roanoke City Parks and RecreationRoanoke, VA501(c)(3)For Preliminary Planning and Design Services for Friends of Mountain View, Inc. Proposal Attached.$50,500
First Baptist Church of MartinsvilleMartinsville, VAChurchFor General Purposes$50,000
United Way of Roanoke Valley IncRoanoke, VA501(c)(3)Annual Grant Distribution From the Fund and for General Purposes$49,330
Bradley Free ClinicRoanoke, VA501(c)(3)For General Purposes$48,468
Presbyterian Community CenterRoanoke, VA501(c)(3)To Support the Pathways for Youth Per the Program Budget, to Purchase Food for Distribution at the Food Pantry, to Support Emergency Services Per the Project Budget, and for General Purposes$45,930
Westminster Presbyterian Church of AmericaRoanoke, VAChurchFor General Purposes$45,500
Leap for Local FoodRoanoke, VA501(c)(3)To Support the On-site Food Access Program for Low-income Seniors Per the Project Budget and for General Purposes$43,859
Healing Strides of VaBoones Mill, VA501(c)(3)To Support the Finding Your Stride Program Per the Project Budget, to Provide a Scholarship for One Child to Participate in Hsva Horseman Club, to Support Staff Education for Equine Communication and Behavior Per the Project Budget, and for General Purposes$43,573
Habitat for Humanity of Franklin CountyRocky Mount, VA501(c)(3)To Support Critical Home Repairs for Seniors Per the Project Budget.$41,250
Roanoke Area MinistriesRoanoke, VA501(c)(3)For General Purposes, for Convection Over or Computer Equipment, to Support Project Hope Per the Project Budget, and Designated for the Good Neighbors Fund$41,060
Botetourt Resource CenterBuchanan, VA501(c)(3)To Support Programs for Older Adults Per the Project Budget$40,500
Family Service of Roanoke ValleyRoanoke, VA501(c)(3)To Support the Mental Health Counseling Program Per the Project Budget and for General Purposes$40,385
Bedford Community Christmas Station IncBedford, VA501(c)(3)For General Purposes$40,000
Free Clinic of Franklin CountyRocky Mount, VA501(c)(3)To Support the Operational Costs of the In-house Pharmacy Per the Project Budget and to Support the Hispanic Medical Outreach Initiative Per the Project Budget$38,000
The Salvation Army RoanokeRoanoke, VA501(c)(3)For General Purposes and the Turning Point Program$36,183
United Way of Henry County & Martinsville IncMartinsville, VA501(c)(3)To Support the Creative Community Pathways Program Per the Project Budget, an Annual Contribution, and for General Purposes$36,000
Rescue Mission of RoanokeRoanoke, VA501(c)(3)Annual Grant Distribution From Fund, for General Purposes, and to Support Programmatic Operations at the Women & Childrens Center Per the Project Budget$35,548
Martinsville Henry County Chambers Partnership for Economic GrowthMartinsville, VA501(c)(3)Designated for the Upkeep, Maintenance and to Make Safer for the Community, the Area Around Lake Lanier$35,000
Center in the SquareRoanoke, VA501(c)(3)For General Purposes$32,723
Piedmont Arts AssociationMartinsville, VA501(c)(3)To Support the Growth and Restoration Capital Campaign Per Project Budget and for General Purposes$30,250
James Madison UniversityHarrisonburg, VA501(c)(3)For Educational Scholarship Funds$29,400
Liberty UniversityLynchburg, VASchoolFor Educational Scholarship Funds$29,000
Roanoke Refugee PartnershipRoanoke, VA501(c)(3)To Support the Afghan Rent Assistance Program Per the Project Budget, to Support Dental Wellness for Refugee Families, and for General Purposes$27,500
Salem Area Ecumenical MinistriesSalem, VA501(c)(3)To Build a Food Pantry in Six Elementary Schools in the City of Salem and Western Roanoke County Per the Project Budget, to Provide Twenty Shoe Vouchers for At-risk Elementary School Children in Salem and Western Roanoke County, to Support the Expansion of the Elementary School Feeding Program Per the Project Budget$27,500
Averett UniversityDanville, VA501(c)(3)For Educational Scholarship Funds$26,500
Franklin County Family YmcaRocky Mount, VA501(c)(3)To Support the Preschool Program by Providing Snacks in the Morning and Evening to All Its Participants, to Support the Y-safe Swim Second Grade Program, and to Support the Stronger Senior Campaign Per the Project Budget$26,071
YMCA OF VIRGINIA'S BLUE RIDGERoanoke, VA501(c)(3)To Support the Beacon Program Per the Project Budget, Designated for the Salem Ymca, and for General Purposes$26,000
Henry County Food PantryBassett, VA501(c)(3)To Purchase Food for Those in Need, to Coordinate Services With Partner Organizations Per the Project Budget, to Purchase 2,000 Pounds of Dry Dog Food for Insecure Families for Their Companion Pets, for General Purposes$25,600
Blue Ridge Land ConservancyRoanoke, VA501(c)(3)Annual Grant Distribution From Fund and for General Purposes$25,550
Patrick & Henry Community CollegeMartinsville, VASchoolFor Educational Scholarship Funds$25,030
Martinsville City SchoolsMartinsville, VASchoolFor General Purposes$25,010
Mill Mountain ZooRoanoke, VA501(c)(3)For General Purposes$23,510
Virginia Commonwealth UniversityRichmond, VA501(c)(3)For Educational Scholarship Funds$23,500
Family Promise of Greater RoanokeSalem, VA501(c)(3)To Support the Case Management Program Per the Project Budget and for General Purposes$23,300
George Mason UniversityFairfax, VA501(c)(3)For Educational Scholarship Funds$23,100
Longwood UniversityFarmville, VA501(c)(3)For Educational Scholarship Funds$21,775
Begin Foundation IncRoanoke, VA501(c)(3)For General Purposes$20,000
Martinsville-henry County Family YmcaMartinsville, VA501(c)(3)To Provide Afterschool Care Scholarships Per the Project Budget and for General Purposes$19,970
Emory & Henry CollegeEmory, VA501(c)(3)For Educational Scholarship Funds$19,800
Feeding Southwest VirginiaSalem, VA501(c)(3)For General Purposes and to Support the Neghborhood Pantry Per the Project Budget$19,600
American Red Cross Roanoke Valley ChapterRoanoke, VA501(c)(3)For General Purposes$19,200
Broad Street Christian ChurchMartinsville, VAChurchDESIGNATED FOR MAINTENANCE AND REPAIRS OF THE CHURCH BUILDING; MAINTENANCE, REPAIRS, AND REPLACEMENT OF EQUIPMENT; AND UPKEEP OF THE SURROUNDING GROUNDS$19,081
Apple Ridge Farm IncRoanoke, VA501(c)(3)Designated for Summer Camp and for General Purposes$18,465
Lutheran Family Services of Virgina Dba EncircleRoanoke, VA501(c)(3)To Purchase Classroom Sets of Vdoe Curriculum-approved Graphic Novels Per the Project Budget, to Address Important Needs of the Minnick Education Center in Roanoke Which Cannot Be Met Through Other Funds, to Provide Outdoor Seating/dining Space for One of the Roanoke or Salem Group Homes for Adults With Intellectual or Developmental Disabilities$18,370
Boys & Girls Clubs of the Blue RidgeMartinsville, VA501(c)(3)To Support the Driving Great Futures Van & Transportation Project Per the Project Budget, Annual Contribution$18,000
New Freedom Farm IncBuchanan, VA501(c)(3)To Support the Construction of Two Run-in Sheds Per the Project Budget, to Provide Support to Veterans at the Farm, and for General Purposes$17,820
Virginia Tech Foundation IncBlacksburg, VA501(c)(3)Designated for the German Club Alumni Foundation, for the Joe and Linda Hopkins Arts Enrichment Fund, for the School of Enginnering, for Wvtf Radio, and for General Purposes$17,820
Carilion Medical CenterRoanoke, VA501(c)(3)Designated for Carilion Hospice and to the Department of Grief and Healing for Survivor Group Training, Workbooks, Marketing, Meeting Space Rental, and Other Group Expenses Per the Project Budget. Note This Grant Is Not for Personnel Costs$17,702
Christ Episcopal ChurchRoanoke, VAChurchFor General Purposes$17,567
Depaul Community ResourcesRoanoke, VA501(c)(3)To Facilitate Community-based Services to Alleviate Mental Health Issues Per the Project Budget and to Support the Bridge to Hope Fund Per the Project Budget$17,500
Nature ConservancyArlington, VA501(c)(3)For General Purposes$16,970
Radford University CarilionRoanoke, VA501(c)(3)For Educational Scholarship Funds$16,880
University of LynchburgLynchburg, VA501(c)(3)For Educational Scholarship Funds$16,800
Hollins UniversityRoanoke, VA501(c)(3)For Educational Scholarship Funds$16,750
Boys Home of VirginiaCovington, VA501(c)(3)For General Purposes$16,090
The Wild WayRoanoke, VA501(c)(3)To Support Outdoor Experiences for In-need Youth Per the Program Budget and for General Purposes$16,000
Christendom CollegeFront Royal, VA501(c)(3)For General Purposes$15,970
College of William and MaryWilliamsburg, VASchoolFor Educational Scholarship Funds$15,600
Charity League of Martinsville & Henry CountyMartinsville, VA501(c)(3)Annual Grant Distribution From Fund and for General Purposes$15,570
Pathfinders for GreenwaysRoanoke, VA501(c)(3)To Fund Three Benches With Any Extra Funds Going for General Expenses/overhead the Organization Desires and for General Purposes$15,500
Bent Mountain Volunteer Fire DepartmentBent Mountain, VA501(c)(3)To Purchase a Genesis Sc240 Cutter Tool Per the Project Budget$15,232
Taubman Museum of ArtRoanoke, VA501(c)(3)ANNUAL GRANT TO BE DISTRIBUTED, TO SUPPORT THE MUSEUM'S EXHIBITION PROGRAM, AND FOR GENERAL PURPOSES$15,080
Carilion Clinic FoundationRoanoke, VA501(c)(3)To Support the Reaching Far, Caring Close Campaign, 2023 Cure Kids Cancer Radiothon, for General Purposes$15,030
Community Christmas StoreSalem, VA501(c)(3)To Purchase Diapers and Wipes for Infant Holiday Program Participants Per the Project Budget and to Purchase New Sweatpants, Sweatshirts, and Winter Coats for Elderly Holiday Participants Per the Project Budget$15,000
Virginia Hunters Who Care IncBig Island, VA501(c)(3)To Support the Venison for the Hungry Program Per the Project Budget$15,000
ST JUDE CHILDREN'S RESEARCH HOSPITALArlington, VA501(c)(3)Annual Distribution From Fund and for General Purposes$14,740
Salesian Missions IncNew Rochelle, NY501(c)(3)Annual Distribution From Fund and for General Purposes$14,206
Compress and Shock FoundationRoanoke, VA501(c)(3)For Aed Purchases and for General Purchases$13,900
Disability Rights and Resource Center IncRocky Mount, VA501(c)(3)To Support the Ramps to Independence Program Per the Project Budget$13,750
PlentyFloyd, VA501(c)(3)To Build an Insulated Storage Unit Per the Project Budget$13,000
Southside Survivor Response Center IncMartinsville, VA501(c)(3)To Support Its Emergency Shelter Program Per the Project Budget$13,000
Roanoke Symphony OrchestraRoanoke, VA501(c)(3)For General Purposes$12,890
Boys & Girls Clubs of Southwest VirginiaRoanoke, VA501(c)(3)For General Purposes$12,750
Historical Society of Western VirginiaRoanoke, VA501(c)(3)To Support the Crystal Spring Pump Station and for General Purposes$12,270
Agrarian Land Trust - Southwest Virginia Agrarian CommonsWeare, NH501(c)(3)Designated to Southwest Virginia Agrarian Commons$12,000
Saint Francis Service DogsRoanoke, VA501(c)(3)To Support the Training Program Per the Project Budget, for General Purposes, and to Help Children and Adults With Disabilities Become More Independent Through Partnership With a Professionally Trained Service Dog$11,830
Greater Lynchburg Community FoundationLynchburg, VA501(c)(3)The Lee and Mary Lynn Tucker Fund$11,553
St Andrews Roman Catholic ChurchRoanoke, VAChurchFor General Purposes$11,141
Floyd County Humane SocietyFloyd, VA501(c)(3)To Purchase an Emergency Backup Generator for the Shelter Per the Project Budget$11,000
Friends of Infinity Acres RanchRidgeway, VA501(c)(3)To Build a Capybara Habitat Per the Project Budget and to Purchase a Kangaroo Enclosure Per the Project Budget$11,000
University of North Carolina-chapel HillChapel Hill, NC501(c)(3)For Educational Scholarship Funds$11,000
Virginia Western Community CollegeRoanoke, VA501(c)(3)For Educational Scholarship Funds$10,950
Commonwealth Catholic Charities - RoanokeRoanoke, VA501(c)(3)To Purchase a Non-electric Hoyer Lift to Help a Family Receiving Case Management Services and to Support the Expansion of Services Through St. Francis House Food Pantry Per the Project Budget$10,500
Child Health Investment Partnership of Roanoke ValleyRoanoke, VA501(c)(3)For General Purposes$10,303
Raleigh Court Presbyterian ChurchRoanoke, VAChurchDesignated for the Restricted Music Fund, Designated for the Hunger Mission, and for General Purposes$10,070
Bassett Community Center Co Bassett Furniture CompanyBassett, VA501(c)(3)For General Purposes$10,000
Girls on the Run Central Virginia and Blue RidgeLynchburg, VA501(c)(3)To Support Its Programming in Roanoke City Schools Per the Project Budget$10,000
Hospice of Surry County Dba Mountain Valley Hospice & Palliative CareMt Airy, NC501(c)(3)To Provide Hospice Care for Patients in the City of Martinsville, and the Counties of Henry and Patrick$10,000
Kazim ShrinersRoanoke, VA501(c)(3)Designated for the Shriners Hospitals for Children$10,000
Old Dominion UniversityNorfolk, VA501(c)(3)For Educational Scholarship Funds$10,000
Southern Environmental Law CenterCharlottesville, VA501(c)(3)For General Purposes$10,000
The Als Association Dcmdva ChapterRockville, MD501(c)(3)To Provide Financial Assistance and to Purchase Equipment and Devices for Its Clients Per the Project Budget$10,000
The Barrow CenterAxton, VA501(c)(3)To Support General Operations of the Licensed Therapeutic Child Daycare Center$10,000
VergeBlacksburg, VA501(c)(3)Designated for Tech Night Award$10,000
Orchard Hills Achievement CenterRoanoke, VA501(c)(3)To Support the Summer Food and Back to School Shoes Initiatives Per the Project Budget$9,970
South Carolina Junior Golf FoundationColumbia, SC501(c)(3)Save the Sarge Campaign and the Beth Daniel Tournament$9,888
Planned Parenthood South Atlantic - RoanokeRoanoke, VA501(c)(3)For General Purposes$9,550
Roanoke Valley SpcaRoanoke, VA501(c)(3)To Support the Sara Jane & Mickey Second Chance Fund Per the Project Budget, Annual Grant Distribution, and for General Purposes$9,515
The Bee Cause Project IncSavannah, GA501(c)(3)GIFT TO PROMOTE THE BEES!$8,888
Virginia Western Community College Educational Foundation IncRoanoke, VA501(c)(3)For General Purposes$8,705
Oak Level Baptist ChurchBassett, VAChurchFor General Purposes$8,500
Mary Baldwin UniversityStaunton, VA501(c)(3)For Educational Scholarship Funds$8,275
Floyd County Volunteer Fire Department - Station 3Check, VA501(c)(3)To Purchase Sets of Wildland Firefighting Turnout Gear Per the Project Budget$8,000
Washington and Lee UniversityLexington, VA501(c)(3)For General Purposes$7,755
ST JOHN'S EPISCOPAL CHURCHRoanoke, VAChurchFor General Purposes$7,750
Boy Scouts of America Blue Ridge Mountains CouncilRoanoke, VA501(c)(3)An Annual Contribution for General Purposes$7,227
ROANOKE WOMEN'S FOUNDATIONRoanoke, VA501(c)(3)Designated for Rwf Dues for Grant Year 2023$7,218
Floyd County Historical SocietyFloyd, VA501(c)(3)To Continue the Preservation Project and to Pay for Lighting Fixtures as Part of the Oxford Renovation Project Per the Project Budget$7,010
Grand Canyon UniversityPhoenix, AZ501(c)(3)For Educational Funds$7,000
Salem CollegeWinstonsalem, NC501(c)(3)For Educational Scholarship Funds$7,000
Virginia Military InstituteLexington, VA501(c)(3)For Educational Scholarship Funds$6,900
Goucher CollegeBaltimore, MD501(c)(3)For General Purposes$6,755
Jefferson Center FoundationRoanoke, VA501(c)(3)To Attract and Underwite Jazz Performances and for General Purposes$6,588
Sweet Briar CollegeSweet Briar, VA501(c)(3)For Educational Scholarship Funds$6,500
Salem Roanoke County Food PantrySalem, VA501(c)(3)TO SUPPORT THE SNACK BUDDIES PROGRAM PER THE PROJECT BUDGET. FURTHERMORE, THE $3,680 IN GRANT FUNDING AWARDED FROM THE ROANOKE VALLEY CHILDREN'S FUND IS TO BE SPECIFICALLY USED TO PROVIDE SNACKS TO PRESCHOOLERS, AND FOR GENERAL PURPOSES$6,470
Blue Ridge LiteracyRoanoke, VA501(c)(3)Annual Grant Distribution From Fund and for General Purposes$6,460
Roanoke CountyRoanoke, VA501(c)(3)Designated to Back Creek Fire and Rescue to Purchase an Upgraded Thermal Imaging Camera$6,200
Trinity Ecumenical ParishMoneta, VAChurchENVELOPE #289 FOR GENERAL PURPOSES$6,000
Harrison Museum of African American CultureRoanoke, VA501(c)(3)For Exhibition and Program Support and for General Purposes$5,860
Virginia Museum of Natural History FoundationMartinsville, VA501(c)(3)To Support the Dino Festival for 2023 Per the Project Budget, as an Annual Contribution, and for General Purposes$5,600
CHILDREN'S TRUST ROANOKE VALLEYRoanoke, VA501(c)(3)For General Purposes and to Support the Casa Program$5,590
Check Elementary SchoolCheck, VASchoolTo Purchase Classroom Furniture for Grades 5-7 Per the Project Budget That Was Submitted$5,500
Franklin County Humane Society IncRocky Mount, VA501(c)(3)To Support the 2023 Community Cat Fix Project Per the Project Budget and for General Purposes$5,500
Special Olympics Virginia - Southwest RegionBlacksburg, VA501(c)(3)To Support Programming in Local Schools Per the Project Budget and to Provide Scholarships for Three Local Athletes to Compete Locally, Regionally and Then at the Statewide Summer Games$5,500
American Society for TechnionRockville, MD501(c)(3)For General Purposes$5,404
Total Action for ProgressRoanoke, VA501(c)(3)Annual Grant Distribution, Designated for Super Hero Kids Program, and for General Purposes$5,330
Glenvar High SchoolSalem, VASchoolTo Be Used Either for the High School or Middle School to Purchase Equipment, Helmet and Shoulder Pad Reconditioning for Sanitation, and Assist With Travel Expenses, and for the Theatre Arts Department$5,212
Cardinal Productions IncRoanoke, VA501(c)(3)For General Purposes$5,200
Roanoke Adventist Christian SchoolRoanoke, VA501(c)(3)Annual Grant Distribution From Fund$5,190
Unitarian Universalist Church of RoanokeRoanoke, VAChurchTo Assist Members of Youth Group Attend Either the Southeastern Unitarian Universalist Summer Institute or Another Uu Youth Camp and for General Purposes$5,150

International Summary

Offices
0
Employees
0
Spending
$908,783

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
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanVarious Indirect Partnership Interests-00$557,026
North AmericaVarious Indirect Partnership Interests-00$194,614
EuropeVarious Indirect Partnership Interests-00$97,662
South AmericaVarious Indirect Partnership Interests-00$59,481
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$3,921,539
Operating Lease Liability$262,335
Charitable Gift Annuity Payments$87,604
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.”

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
2024-03-14
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
9
Volunteers
21

Preparer

Firm
Brown Edwards & Company Llp
Address
3906 ELECTRIC ROAD, ROANOKE, VA 24018
Preparer
Patrick Pittman
Phone
5403450936
Supplemental Narrative

Additional Explanations

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, 2023. 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 2,062 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/BOYAmt047385
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt047235
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ORGANIZATION PROVIDES LEADERSHIP, RESOURCES, AND INSPIRATION FOR PHILANTHROPY.
IRS990/AdvertisingGrp/FundraisingAmt024127
IRS990/AdvertisingGrp/ProgramServicesAmt08410
IRS990/AdvertisingGrp/TotalAmt032537
IRS990/AllOtherContributionsAmt04740158
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/PersonNm0ALAN E RONK PRESIDENT CEO
IRS990/BooksInCareOfDetail/PhoneNum05409850204
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1159
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROANOKE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd024006
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt035871
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0197289
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0125548
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0358708
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt04613
IRS990/ConferencesMeetingsGrp/TotalAmt04613
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04740158
IRS990/CYGrantsAndSimilarPaidAmt03923653
IRS990/CYInvestmentIncomeAmt04502198
IRS990/CYOtherExpensesAmt02059544
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01318415
IRS990/CYRevenuesLessExpensesAmt03659055
IRS990/CYSalariesCompEmpBnftPaidAmt0918519
IRS990/CYTotalExpensesAmt06901716
IRS990/CYTotalFundraisingExpenseAmt0144728
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010560771
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt018817
IRS990/DepreciationDepletionGrp/TotalAmt018817
IRS990/Desc0GRANT-MAKING AND CHARITABLE CONTRIBUTIONS AND ANNUITIES FOR COMMUNITY DEVELOPMENT. SEE SCHEDULE I FOR MORE DETAIL.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02666642
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02805711
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt09
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03923653
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/FundraisingAmt01095
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt025997
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01095
IRS990/FeesForServicesAccountingGrp/TotalAmt028187
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt01318415
IRS990/FeesForServicesManagementGrp/TotalAmt01318415
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0378117
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0378117
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt190.20
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2140.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
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/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/OtherCompensationAmt2020350
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2110194
IRS990/Form990PartVIISectionAGrp/PersonNm0RICHARD BAILEY DVM
IRS990/Form990PartVIISectionAGrp/PersonNm1LAUREN ELLERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2SHERRY W DAVIDSON
IRS990/Form990PartVIISectionAGrp/PersonNm3RICK JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm4MIMI RAINERO COLES
IRS990/Form990PartVIISectionAGrp/PersonNm5COLLEEN M MARSTON
IRS990/Form990PartVIISectionAGrp/PersonNm6GEORGE A LEVICKI
IRS990/Form990PartVIISectionAGrp/PersonNm7SAMUEL ROMAN JR
IRS990/Form990PartVIISectionAGrp/PersonNm8NADRA L SCOTT
IRS990/Form990PartVIISectionAGrp/PersonNm9PHILIP TROMPETER
IRS990/Form990PartVIISectionAGrp/PersonNm10LUTHERIA H SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm11VERLETTA WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm12FLORENCE WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm13STEVE ARNER
IRS990/Form990PartVIISectionAGrp/PersonNm14MARGIE B EASON
IRS990/Form990PartVIISectionAGrp/PersonNm15JAMES B FRITH JR
IRS990/Form990PartVIISectionAGrp/PersonNm16SUSAN LANCASTER
IRS990/Form990PartVIISectionAGrp/PersonNm17GRETHCHEN W BEEDLE
IRS990/Form990PartVIISectionAGrp/PersonNm18ELAINE MILAN CRONK
IRS990/Form990PartVIISectionAGrp/PersonNm19JOHN BLANTON
IRS990/Form990PartVIISectionAGrp/PersonNm20ALAN E RONK
IRS990/Form990PartVIISectionAGrp/PersonNm21CARLY C OLIVER
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/ReportableCompFromOrgAmt20202082
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21126083
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER - CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER - TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER - EXECUTIVE COMMITTEE SENIOR VP
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER - VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt20BOARD SECRETARY, PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHIEF OPERATING OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01988
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt03278702
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantAmt03923653
IRS990/GrantsPayableGrp/BOYAmt056750
IRS990/GrantsPayableGrp/EOYAmt0384000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03923653
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03923653
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03278702
IRS990/GrossReceiptsAmt010560771
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt05593
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt041520
IRS990/InformationTechnologyGrp/ProgramServicesAmt019575
IRS990/InformationTechnologyGrp/TotalAmt066688
IRS990/InsuranceGrp/FundraisingAmt0180
IRS990/InsuranceGrp/ManagementAndGeneralAmt011063
IRS990/InsuranceGrp/ProgramServicesAmt0630
IRS990/InsuranceGrp/TotalAmt011873
IRS990/InvestmentIncomeGrp/ExclusionAmt01229288
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01223496
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0-5792
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt039947225
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt042512390
IRS990/InvestmentsPubTradedSecGrp/BOYAmt055902055
IRS990/InvestmentsPubTradedSecGrp/EOYAmt063925328
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0210150
IRS990/LandBldgEquipBasisNetGrp/BOYAmt047071
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0271666
IRS990/LandBldgEquipCostOrOtherBssAmt0481816
IRS990/LegalDomicileStateCd0VA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0COMMUNITY 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt096391943
IRS990/NetAssetsOrFundBalancesEOYAmt0107476403
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03278702
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03278702
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt07425405
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt093725301
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0104670692
IRS990/NoncashContributionsAmt01542825
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0114092
IRS990/OccupancyGrp/TotalAmt0114092
IRS990/OfficeExpensesGrp/FundraisingAmt02497
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011728
IRS990/OfficeExpensesGrp/ProgramServicesAmt05497
IRS990/OfficeExpensesGrp/TotalAmt019722
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0260242
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08328
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt045803
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt029148
IRS990/OtherEmployeeBenefitsGrp/TotalAmt083279
IRS990/OtherExpensesGrp/Desc0COMMUNITY EVENTS
IRS990/OtherExpensesGrp/Desc1ANNUITY PAYMENTS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3BAD DEBT
IRS990/OtherExpensesGrp/FundraisingAmt015142
IRS990/OtherExpensesGrp/FundraisingAmt13826
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt06002
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13746
IRS990/OtherExpensesGrp/ProgramServicesAmt012519
IRS990/OtherExpensesGrp/ProgramServicesAmt121099
IRS990/OtherExpensesGrp/TotalAmt027661
IRS990/OtherExpensesGrp/TotalAmt121099
IRS990/OtherExpensesGrp/TotalAmt29828
IRS990/OtherExpensesGrp/TotalAmt33746
IRS990/OtherLiabilitiesGrp/BOYAmt03803724
IRS990/OtherLiabilitiesGrp/EOYAmt04271478
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt042159
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0231871
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0147555
IRS990/OtherSalariesAndWagesGrp/TotalAmt0421585
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0168559
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0113978
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt05495
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt030221
IRS990/PayrollTaxesGrp/ProgramServicesAmt019231
IRS990/PayrollTaxesGrp/TotalAmt054947
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02390507
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02438615
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt052699
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt014879
IRS990/PrincipalOfficerNm0ALAN E RONK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/Desc0ADMINITRATIVE FEE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01318415
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01318415
IRS990/ProgSrvcAccomActy2Grp/Desc0ADMINISTRATION OF FUNDS FOR GRANT-MAKING TO ENHANCE COMMUNITY DEVELOPMENT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0391759
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01318415
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03012227
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04250056
IRS990/PYInvestmentIncomeAmt07957758
IRS990/PYOtherExpensesAmt01978535
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01255695
IRS990/PYRevenuesLessExpensesAmt05223119
IRS990/PYSalariesCompEmpBnftPaidAmt0773970
IRS990/PYTotalExpensesAmt07002561
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt012225680
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03659055
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$112,179,116
Liabilities
$4,702,713
Net assets
$107,476,403
Revenue
$10,560,771
Expenses
$6,901,716
Net income
$3,659,055
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