Civic Intelligence

Roanoke Assembly

990EZ • Fiscal year 2023 • EIN 54-6009297

Jan 01, 2023 to Dec 31, 2023 • Filed on May 07, 2024

Organization ProfileRoanokeAssembly.com
PO Box 8118Roanoke, VA 24014-0118

(540) 798-3311

Siviq Scores

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

Liabilities / Assets

87th percentile

0.36x

Higher debt load relative to assets than 87% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

88th percentile

0.39x

Higher debt load relative to revenue than 88% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Net Margin

74th percentile

13%

Higher net margin than 74% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Top Officer Pay

97th percentile

$6,860

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2023 filings • 501(c)7 • <$500k nonprofits • Source year 2023

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

69th percentile

17%

Faster revenue growth than 69% of similar nonprofits.

2023 filings • 501(c)7 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets87th percentile

Assets

Flat

$145,146

Flat from 2023

Net Assets

$92,564

No earlier filing loaded for comparison.

Liabilities

Flat

$52,582

Flat from 2023

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin74th percentile

Revenue

Flat

$134,685

Flat from 2023

Expenses

Flat

$116,512

Flat from 2023

Net Income

Flat

$18,173

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$200K$150K$100K$50K$0Assets 2011: $66,570Liabilities 2011: $45,1792011Assets 2012: $68,970Liabilities 2012: $46,1912012Assets 2013: $65,863Liabilities 2013: $45,0112013Assets 2014: $68,662Liabilities 2014: $41,7412014Assets 2015: $40,031Liabilities 2015: $02015Assets 2016: $89,353Liabilities 2016: $46,4172016Assets 2017: $38,310Liabilities 2017: $3252017Assets 2018: $88,644Liabilities 2018: $59,7912018Assets 2019: $38,927Liabilities 2019: $02019Assets 2020: $134,959Liabilities 2020: $02020Assets 2021: $107,469Net Assets 2021: $107,4692021Assets 2022: $126,973Liabilities 2022: $0Net Assets 2022: $126,9732022Assets 2023: $145,146Liabilities 2023: $52,582Net Assets 2023: $92,5642023Assets 2023: $145,146Liabilities 2023: $52,5822023Assets 2024: $150,796Liabilities 2024: $48,105Net Assets 2024: $102,6912024

Highlighted filing

2023

Assets$145,146
Liabilities$52,582
Net Assets$92,564
Open 2023 Filing

Operations Trend

Revenue Growth69th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $82,564Expenses 2011: $84,367Net Income 2011: -$1,8032011Revenue 2012: $92,005Expenses 2012: $90,617Net Income 2012: $1,3882012Revenue 2013: $93,099Expenses 2013: $95,026Net Income 2013: -$1,9272013Revenue 2014: $94,225Expenses 2014: $88,156Net Income 2014: $6,0692014Revenue 2015: $98,931Expenses 2015: $85,821Net Income 2015: $13,1102015Revenue 2016: $104,738Expenses 2016: $101,833Net Income 2016: $2,9052016Revenue 2017: $105,847Expenses 2017: $110,798Net Income 2017: -$4,9512017Revenue 2018: $111,565Expenses 2018: $120,691Net Income 2018: -$9,1262018Revenue 2019: $114,089Expenses 2019: $104,017Net Income 2019: $10,0722019Revenue 2020: $104,933Expenses 2020: $8,888Net Income 2020: $96,0452020Revenue 2021: $14,135Expenses 2021: $41,625Net Income 2021: -$27,4902021Revenue 2022: $115,099Expenses 2022: $95,595Net Income 2022: $19,5042022Revenue 2023: $134,685Expenses 2023: $116,512Net Income 2023: $18,1732023Revenue 2023: $134,685Expenses 2023: $116,512Net Income 2023: $18,1732023Revenue 2024: $134,685Expenses 2024: $124,558Net Income 2024: $10,1272024

Highlighted filing

2023

Revenue$134,685
Expenses$116,512
Net Income$18,173
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 7, 2024
Return Version
2023v5.0
Gross Receipts
$134,685
Mission and Program Overview

Mission

Community enrichment

Program Services

DescriptionGrantsExpenses
Hotel Roanoke community enrichment for members and families$0$63,475
Shenandoah Club community enrichment for members and families$0$39,681
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mrs Emily Lunceford-CookBusiness ManagerPT$6,860-$6,860
Ms Meredith ColemanChairmanPT$0--
Mrs Elizabeth FranklVice ChairmanPT$0--
Mrs Forrest MooreSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
Roanoke Assembly
EIN
54-6009297
In Care Of
% Sarah Boxley Beck
Address
PO BOX 8118, ROANOKE, VA 24014-0118

Signing Officer

Name
Emily Lunceford Cook
Title
Business Manager
Signed
2024-05-07
Supplemental Narrative

Additional Explanations

Part I, line 16

“| Other Expenses:, Amount:| Spring Summer gathering, $39681| Liability Insurance, $560| Bank fees charges check purchases, $312| Website and software, $1332| Tax filing fee of 990, $100| Refund to members, $190| Misc other expenses- meals reimb etc, $234| Holiday gathering, $63475|”

Part I, line 20

“| Explanation:, Amount:| Accounts payable for invoices received and paid in January 2024, $-52582|”

Part II, line 26

“| Explanation:, BOYAmount:, EOYAmount:| Payment owed for Holiday Party, $0, $49933| Owed for event Flowers, $0, $434| Payment to business Manager for 4th quarter, $0, $1715| Payment to band, $0, $500|”

Raw XML Appendix116 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Emily Lunceford-Cook
IRS990EZ/BooksInCareOfDetail/PhoneNum05407983311
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04019 Hazelridge Road NW
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Roanoke
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd024012
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0126973
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0145146
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018173
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06860
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0126973
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0145146
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0134685
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt06300
IRS990EZ/InvestmentIncomeAmt0106
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0134579
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0126973
IRS990EZ/NetAssetsOrFundBalancesEOYAmt092564
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0126973
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt092564
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt36860
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ms Meredith Coleman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Mrs Elizabeth Frankl
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Mrs Forrest Moore
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Mrs Emily Lunceford-Cook
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice Chairman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Business Manager
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-52582
IRS990EZ/OtherExpensesTotalAmt0105884
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Community enrichment
IRS990EZ/PrintingPublicationsPostageAmt03768
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Shenandoah Club community enrichment for members and families
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Hotel Roanoke community enrichment for members and families
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt039681
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt163475
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt052582
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0116512
IRS990EZ/TotalProgramServiceExpensesAmt0103156
IRS990EZ/TotalRevenueAmt0134685
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Social Organization
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0RoanokeAssembly.com
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Other Expenses:, Amount:| Spring Summer gathering, $39681| Liability Insurance, $560| Bank fees charges check purchases, $312| Website and software, $1332| Tax filing fee of 990, $100| Refund to members, $190| Misc other expenses- meals reimb etc, $234| Holiday gathering, $63475|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Explanation:, Amount:| Accounts payable for invoices received and paid in January 2024, $-52582|
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Explanation:, BOYAmount:, EOYAmount:| Payment owed for Holiday Party, $0, $49933| Owed for event Flowers, $0, $434| Payment to business Manager for 4th quarter, $0, $1715| Payment to band, $0, $500|
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part II, line 26
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Emily Lunceford Cook
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Business Manager
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROANOKE ASSEMBLY
ReturnHeader/Filer/BusinessNameControlTxt0ROAN
ReturnHeader/Filer/EIN0546009297
ReturnHeader/Filer/ForeignPhoneNum05407983311
ReturnHeader/Filer/InCareOfNm0% Sarah Boxley Beck
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8118
ReturnHeader/Filer/USAddress/CityNm0ROANOKE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0240140118
ReturnHeader/ReturnTs02024-05-07T03:41:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Emily
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Lunceford Cook
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$145,146
Liabilities
$52,582
Net assets
$92,564
Revenue
$134,685
Expenses
$116,512
Net income
$18,173
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.51$0.48$1.03$1.35$1.25$0.10
2023Detailed filing. Detailed filing data is available for this year.$1.45$0.53$0.93$1.35$1.17$0.18
2023Summary only. Only limited summary data is available for this year.$1.45$0.53$1.35$1.17$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$0.00$1.27$1.15$0.96$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.07$1.07$0.14$0.42$0.27
2020Summary only. Only limited summary data is available for this year.$1.35$0.00$1.05$0.09$0.96
2019Summary only. Only limited summary data is available for this year.$0.39$0.00$1.14$1.04$0.10
2018Summary only. Only limited summary data is available for this year.$0.89$0.60$1.12$1.21$0.09
2017Summary only. Only limited summary data is available for this year.$0.38$0.00$1.06$1.11$0.05
2016Summary only. Only limited summary data is available for this year.$0.89$0.46$1.05$1.02$0.03
2015Summary only. Only limited summary data is available for this year.$0.40$0.00$0.99$0.86$0.13
2014Summary only. Only limited summary data is available for this year.$0.69$0.42$0.94$0.88$0.06
2013Summary only. Only limited summary data is available for this year.$0.66$0.45$0.93$0.95$0.02
2012Summary only. Only limited summary data is available for this year.$0.69$0.46$0.92$0.91$0.01
2011Summary only. Only limited summary data is available for this year.$0.67$0.45$0.83$0.84$0.02