Civic Intelligence

Rockbridge County Holdings Ltd

990 • Fiscal year 2020 • EIN 84-3351187

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

Organization ProfileN/A
111 Liberty Hall RoadLexington, VA 24450

(540) 463-1865

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.01x

Higher debt load relative to assets than 32% of similar nonprofits.

2020 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

31st percentile

0.07x

Higher debt load relative to revenue than 31% of similar nonprofits.

2020 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2020

Net Margin

71st percentile

46%

Higher net margin than 71% of similar nonprofits.

2020 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets32nd percentile

Assets

$4,043,030

No earlier filing loaded for comparison.

Net Assets

$4,017,110

No earlier filing loaded for comparison.

Liabilities

$25,920

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin71st percentile

Revenue

$397,668

No earlier filing loaded for comparison.

Expenses

$213,595

No earlier filing loaded for comparison.

Net Income

$184,073

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2020: $4,043,030Liabilities 2020: $25,920Net Assets 2020: $4,017,1102020Assets 2021: $4,760,908Liabilities 2021: $4,788Net Assets 2021: $4,756,1202021Assets 2022: $4,638,025Liabilities 2022: $7,900Net Assets 2022: $4,630,1252022Assets 2023: $4,949,173Liabilities 2023: $35,862Net Assets 2023: $4,913,3112023Assets 2024: $5,310,685Liabilities 2024: $19,014Net Assets 2024: $5,291,6712024Assets 2025: $6,165,137Liabilities 2025: $435,983Net Assets 2025: $5,729,1542025

Highlighted filing

2020

Assets$4,043,030
Liabilities$25,920
Net Assets$4,017,110
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0Revenue 2020: $397,668Expenses 2020: $213,595Net Income 2020: $184,0732020Revenue 2021: $271,356Expenses 2021: $168,939Net Income 2021: $102,4172021Revenue 2022: $552,860Expenses 2022: $55,436Net Income 2022: $497,4242022Revenue 2023: $154,684Expenses 2023: $86,396Net Income 2023: $68,2882023Revenue 2024: $178,537Expenses 2024: $90,488Net Income 2024: $88,0492024Revenue 2025: $198,203Expenses 2025: $131,992Net Income 2025: $66,2112025

Highlighted filing

2020

Revenue$397,668
Expenses$213,595
Net Income$184,073
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 30, 2021
Return Version
2019v5.2
Gross Receipts
$1,852,924
Mission and Program Overview

Mission

Holding title to certain investments and properties for the benefit of kappa alpha order

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities-$3,223,808-
Other Notes and Loans Receivable, Net-$774,240-
Cash and Non-Interest-Bearing Accounts-$44,982-
Total Assets$0$4,043,030▲ $4,043,030
Liabilities
Other Liabilities$0$25,920▲ $25,920
Total Liabilities$0$25,920▲ $25,920
Net Assets / Fund Balance
Net Assets With Donor Restrictions-$2,565,962-
Net Assets Without Donor Restrictions-$1,451,148-
Total Net Assets Fund Balance$0$4,017,110▲ $4,017,110
Total Liabilities and Net Assets / Fund Balance$0$4,043,030▲ $4,043,030

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,223,808--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020-$3,332,535▲ $94,974$183,128$3,223,808
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
C Douglas Simmons IiiPresident and Director
David P BarksdaleVice President and Director
David M WarrenDirector
Larry Stanton WieseSecretary and Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$397,668
Other Revenue
$0
Change in Net Assets
$184,073

Audited Revenue Reconciliation

Revenue per Audited Statements
$377,095
Revenue Not Reported on Financial Statements
$20,573
Revenue Not Reported on Form 990
$-292,244
Total Revenue per Audited Statements
$84,851
Total Revenue per Form 990
$397,668
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$183,488
Other Expenses$30,107
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$183,488
Fees for Service Investment Mgmnt Fees---$20,573
Payments to Affiliates---$6,145
Fees for Services Other---$3,375
Office Expenses---$14
Total Functional Expenses$0$0$0$213,595

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$213,595
Expenses per Audited Statements$193,022
Total Expenses per Audited Statements$193,022
Expenses Not Reported on Financial Statements$20,573
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kappa Alpha OrderLexington, VA501(c)(7)Distribution of a Title Holding Company to Its Designated Beneficiary$130,919
Kappa Alpha Gamma Epsilon House CorporationTucson, AZ501(c)(2)Maintenance$28,550
Kappa Alpha Alpha Pi ChapterDurham, NC501(c)(7)Maintenance$19,359
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payable to Affiliates$25,920
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Kappa alpha order is the voting member of rockbridge county holdings ltd.”

Form 990, Part VI, Section A, Line 7A

“Kappa alpha order elects the board and officers of rockbridge county holdings ltd.”

Form 990, Part VI, Section B, Line 11B

“Form 990 is circulated electronically to the audit committee of kappa alpha order.”

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

“Annual confirmation at board meetings”

Form 990, Part VI, Section C, Line 18

“Governing documents and tax returns are made available on request.”

Form 990, Part VI, Section C, Line 19

“Governing information is made available on request.”

Filing and Contact Details

Filer

Filer Name
Rockbridge County Holdings Ltd
EIN
84-3351187
Phone
5404631865
Address
111 LIBERTY HALL ROAD, LEXINGTON, VA 24450

Signing Officer

Name
Larry Stanton Wiese
Title
Secretary/treasurer
Phone
5404631865
Signed
2021-03-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
C Douglas Simmons Iii
Formed
2019
Legal Domicile
De
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Raetz & Hawkins Pc Cpas
Address
128 SOUTH RANDOLPH STREET, LEXINGTON, VA 24450-0916
Preparer
Lucas C Penix
Phone
5404637121
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Contribution from kappa alpha order for initial capitalization 4,125,281.”

Form 990, Part XII, Line 2C

“The board of directors provides direct supervision to the audit process. The board of directors relies on the work of an audit committee comprised of current and former councilors, together with selected ka alumni. The process involves annual review of the audit and tax return.”

Raw XML Appendix340 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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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0KAPPA ALPHA GAMMA EPSILON HOUSE CORPORATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1KAPPA ALPHA ALPHA PI CHAPTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2KAPPA ALPHA ORDER
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04319 NORTH VIA BELLAS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1929 MORREENE ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2P O BOX 1865
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KAPPA ALPHA ORDER IS THE VOTING MEMBER OF ROCKBRIDGE COUNTY HOLDINGS LTD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1KAPPA ALPHA ORDER ELECTS THE BOARD AND OFFICERS OF ROCKBRIDGE COUNTY HOLDINGS LTD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS CIRCULATED ELECTRONICALLY TO THE AUDIT COMMITTEE OF KAPPA ALPHA ORDER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL CONFIRMATION AT BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS AND TAX RETURNS ARE MADE AVAILABLE ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING INFORMATION IS MADE AVAILABLE ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CONTRIBUTION FROM KAPPA ALPHA ORDER FOR INITIAL CAPITALIZATION 4,125,281.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE BOARD OF DIRECTORS PROVIDES DIRECT SUPERVISION TO THE AUDIT PROCESS. THE BOARD OF DIRECTORS RELIES ON THE WORK OF AN AUDIT COMMITTEE COMPRISED OF CURRENT AND FORMER COUNCILORS, TOGETHER WITH SELECTED KA ALUMNI. THE PROCESS INVOLVES ANNUAL REVIEW OF THE AUDIT AND TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XII, LINE 2C
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsEOYAmt04043030
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt04043030
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0213595
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt025920
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt025920
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04017110
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0397668
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0397668
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04043030
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0111 LIBERTY HALL ROAD
IRS990/USAddress/CityNm0LEXINGTON
IRS990/USAddress/StateAbbreviationCd0VA
IRS990/USAddress/ZIPCd024450
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY STANTON WIESE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05404631865
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROCKBRIDGE COUNTY HOLDINGS LTD
ReturnHeader/Filer/BusinessNameControlTxt0ROCK
ReturnHeader/Filer/EIN0843351187
ReturnHeader/Filer/PhoneNum05404631865
ReturnHeader/Filer/USAddress/AddressLine1Txt0111 LIBERTY HALL ROAD
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd024450
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0541298267
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RAETZ & HAWKINS PC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0128 SOUTH RANDOLPH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0244500916
ReturnHeader/PreparerPersonGrp/PhoneNum05404637121
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LUCAS C PENIX
ReturnHeader/ReturnTs02021-03-30T11:44:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-09-30
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,043,030
Liabilities
$25,920
Net assets
$4,017,110
Revenue
$397,668
Expenses
$213,595
Net income
$184,073
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.17$0.44$5.73$0.20$0.13$0.07
2024Detailed filing. Detailed filing data is available for this year.$5.31$0.02$5.29$0.18$0.09$0.09
2023Detailed filing. Detailed filing data is available for this year.$4.95$0.04$4.91$0.15$0.09$0.07
2022Detailed filing. Detailed filing data is available for this year.$4.64$0.01$4.63$0.55$0.06$0.50
2021Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.27$0.17$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.04$0.03$4.02$0.40$0.21$0.18
Peer Organizations

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