Civic Intelligence

Rockbridge Foundation

EIN 62-1827163 • 501(c)3 • Brentwood, TN

Profile

To encourage christian philanthropy primarily from, but not limited to, the members of brentwood baptist church by providing an endowment and other related services whereby individual and institutional gifts, bequests, and/or grants can be used to support ministries, missions, causes, and events that will advance the gospel and work of jesus christ.

7777 Concord RoadBrentwood, TN 37027

www.rockbridgefoundation.net

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

2nd percentile

-238%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

24th percentile

-6.4%

Faster asset growth than 24% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

58th percentile

12%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$0

Down $855,765 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$0

Down $855,765 (-100%) from 2019

Revenue

Down

$6,088

Down $69,811 (-92%) from 2019

Expenses

Down

$0

Down $256,915 (-100%) from 2019

Net Income

Up

$6,088

Up $187,104 (+103%) from 2019

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2011: $120,948Liabilities 2011: $0Net Assets 2011: $120,9482011Assets 2012: $294,790Liabilities 2012: $0Net Assets 2012: $294,7902012Assets 2013: $376,434Liabilities 2013: $0Net Assets 2013: $376,4342013Assets 2014: $475,891Liabilities 2014: $0Net Assets 2014: $475,8912014Assets 2015: $690,454Liabilities 2015: $0Net Assets 2015: $690,4542015Assets 2016: $753,395Liabilities 2016: $0Net Assets 2016: $753,3952016Assets 2017: $939,077Liabilities 2017: $0Net Assets 2017: $939,0772017Assets 2018: $914,435Liabilities 2018: $0Net Assets 2018: $914,4352018Assets 2019: $855,765Liabilities 2019: $0Net Assets 2019: $855,7652019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KRevenue 2011: $105,925Expenses 2011: $65,618Net Income 2011: $40,3072011Expenses 2012: $62,6192012Revenue 2013: $128,493Expenses 2013: $57,302Net Income 2013: $71,1912013Revenue 2014: $127,661Expenses 2014: $20,566Net Income 2014: $107,0952014Revenue 2015: $277,469Expenses 2015: $38,095Net Income 2015: $239,3742015Revenue 2016: $92,858Expenses 2016: $34,725Net Income 2016: $58,1332016Revenue 2017: $174,947Expenses 2017: $20,827Net Income 2017: $154,1202017Revenue 2018: $67,935Expenses 2018: $48,892Net Income 2018: $19,0432018Revenue 2019: $75,899Expenses 2019: $256,915Net Income 2019: -$181,0162019Revenue 2020: $6,088Expenses 2020: $0Net Income 2020: $6,0882020

Highlighted filing

2020

Revenue$6,088
Expenses$0
Net Income$6,088

Filings

Latest Detailed Filing

The latest 2020 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 2, 2020
Return Version
2017v2.3
Gross Receipts
$174,947
Mission and Program Overview

Mission

To encourage christian philanthropy primarily from, but not limited to, the members of brentwood baptist church by providing an endowment and other related services whereby individual and institutional gifts, bequests, and/or grants can be used to support ministries, missions, causes, and events that will advance the gospel and work of jesus christ.

Support ministries, missions, causes, and event that will advance the gospel and work of jesus christ.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$310,424$718,712▲ $408,288
Cash and Non-Interest-Bearing Accounts$442,971$220,365▼ $222,606
Total Assets$753,395$939,077▲ $185,682
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$230,134$495,861▲ $265,727
Unrestricted Net Assets$479,698$407,286▼ $72,412
Permanently Rstr Net Assets$43,563$35,930▼ $7,633
Total Net Assets Fund Balance$753,395$939,077▲ $185,682
Total Liabilities and Net Assets / Fund Balance$753,395$939,077▲ $185,682

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$99,311$3,045-$14,056$81,300
2016$104,675$4,816--$99,311
2015$120,430$1,450--$104,675
2014$134,669$1,375--$120,430
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Jim JenkinsDirectorPT$137,955$137,955

Board Members and Trustees

NameTitle
Charlotte WolfeTrustee - President
John RushTrustee - Vice President
Bill MillerTrustee
Brian AllenTrustee
David HaywoodTrustee
Devin RohnerTrustee
Dick ThormanTrustee
Eric DescherTrustee
Jim CumbeeTrustee
Larry BooneTrustee
Roger GreenupTrustee
Steve KennedyTrustee
Shawn DemersTrustee - Secretary
Kathy CumbieTrustee - Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$171,221
Program Service Revenue
$0
Investment Income
$3,726
Other Revenue
$0
All Other Contributions
$171,221
Change in Net Assets
$154,120
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,500
Other Expenses$327
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$11,000--$11,000
Grants to Domestic Orgs$9,500--$9,500
Office Expenses-$252-$252
Other Expenses-$75-$75
Total Functional Expenses$20,500$327$0$20,827
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

Rockbridge foundation gives a complete copy of this form 990 to all members of it's governing body after filing the form.

Form 990, Part VI, Section C, Line 19

Documents are held in the rockbridge foundation's office, and are available upon request.

Filing and Contact Details

Filer

Filer Name
Brentwood Baptist Foundation
EIN
62-1827163
Phone
6153246116
Address
7777 CONCORD ROAD, BRENTWOOD, TN 37027

Signing Officer

Name
Shawn Demers
Title
President
Phone
6153246116
Signed
2020-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shawn Demers
Formed
1999
Legal Domicile
Tn
Voting Board Members
13
Independent Board Members
12
Employees
0
Volunteers
18

Preparer

Firm
Crosslin Pllc
Address
3803 BEDFORD AVENUE SUITE 103, NASHVILLE, TN 37215
Preparer
Steven D Warren
Phone
6153205500
Supplemental Narrative

Additional Explanations

Form 990 Amended Return Explanation

The organization's form 990 for 2017 is being amended to correctly report the breakdown of total net assets at 12/31/17 between unrestricted, temporarily restricted, and permanently restricted, on page 11, part x, lines 27, 28, an 29, column b. Form 990, schedule d, page 2, part v endowment funds, is also being amended to correct amounts in columns a, b, c, and d. Form 990, part vii, section a is also being amended to include director jim jenkins, inadvertently omitted from return as originally filed.

Raw XML AppendixShowing 400 of 437 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/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE - TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE - SECRETARY
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0263115
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0108407
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0106700
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0735653
IRS990ScheduleA/TotalSupportAmt0805240
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03045
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt081300
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt07000
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt014056
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0104675
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt04816
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt099311
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt010180
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0120430
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0104675
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt017205
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0134669
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt01375
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0120430
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt015614
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.44190
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.55810
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt011000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0ADOPTION, MISSION & SEMINARY GRANTS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt05
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0INDIVIDUALS SUBMIT APPLICATIONS TO THE BRENTWOOD BAPTIST FOUNDATION. THE FULL BOARD OF TRUSTEES REVIEWS AND APPROVES THE GRANT APPLICATIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S FORM 990 FOR 2017 IS BEING AMENDED TO CORRECTLY REPORT THE BREAKDOWN OF TOTAL NET ASSETS AT 12/31/17 BETWEEN UNRESTRICTED, TEMPORARILY RESTRICTED, AND PERMANENTLY RESTRICTED, ON PAGE 11, PART X, LINES 27, 28, AN 29, COLUMN B. FORM 990, SCHEDULE D, PAGE 2, PART V ENDOWMENT FUNDS, IS ALSO BEING AMENDED TO CORRECT AMOUNTS IN COLUMNS A, B, C, AND D. FORM 990, PART VII, SECTION A IS ALSO BEING AMENDED TO INCLUDE DIRECTOR JIM JENKINS, INADVERTENTLY OMITTED FROM RETURN AS ORIGINALLY FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROCKBRIDGE FOUNDATION GIVES A COMPLETE COPY OF THIS FORM 990 TO ALL MEMBERS OF IT'S GOVERNING BODY AFTER FILING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE HELD IN THE ROCKBRIDGE FOUNDATION'S OFFICE, AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 AMENDED RETURN EXPLANATION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
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IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
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IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0171221
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0327
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020500
IRS990/TotalFunctionalExpensesGrp/TotalAmt020827
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt018
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0753395
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IRS990/TotReportableCompRltdOrgAmt0137955
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0479698
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0407286
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07777 CONCORD ROAD
IRS990/USAddress/CityNm0BRENTWOOD
IRS990/USAddress/StateAbbreviationCd0TN
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IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.BRENTWOODBAPTIST.COM/MINISTRIES/FOUNDATION/

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