Civic Intelligence

Rockbridge County Holdings Ltd

990 • Fiscal year 2021 • EIN 84-3351187

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 04, 2022

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

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.02x

Higher debt load relative to revenue than 29% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Net Margin

67th percentile

38%

Higher net margin than 67% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2021 filings • 501(c)2 • $1M-$5M nonprofits • Source year 2021

Asset Growth

91st percentile

18%

Faster asset growth than 91% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

17th percentile

-32%

Faster revenue growth than 17% of similar nonprofits.

2021 filings • 501(c)2 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$4,760,908

Up $717,878 (+18%) from 2020

Net Assets

Up

$4,756,120

Up $739,010 (+18%) from 2020

Liabilities

Down

$4,788

Down $21,132 (-82%) from 2020

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin67th percentile

Revenue

Down

$271,356

Down $126,312 (-32%) from 2020

Expenses

Down

$168,939

Down $44,656 (-21%) from 2020

Net Income

Down

$102,417

Down $81,656 (-44%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

2021

Assets$4,760,908
Liabilities$4,788
Net Assets$4,756,120
Open 2021 Filing

Operations Trend

Revenue Growth17th percentile

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

2021

Revenue$271,356
Expenses$168,939
Net Income$102,417
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 4, 2022
Return Version
2020v4.2
Gross Receipts
$1,802,943
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$3,999,207▲ $775,399
Other Notes and Loans Receivable, Net$774,240$756,195▼ $18,045
Cash and Non-Interest-Bearing Accounts$44,982$5,506▼ $39,476
Total Assets$4,043,030$4,760,908▲ $717,878
Liabilities
Other Liabilities$25,920$4,788▼ $21,132
Total Liabilities$25,920$4,788▼ $21,132
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,565,962$2,982,286▲ $416,324
Net Assets Without Donor Restrictions$1,451,148$1,773,834▲ $322,686
Total Net Assets Fund Balance$4,017,110$4,756,120▲ $739,010
Total Liabilities and Net Assets / Fund Balance$4,043,030$4,760,908▲ $717,878

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$381,497--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$3,223,808$86,927▲ $827,957$118,034$3,999,207
2019-$3,332,535▲ $94,974$183,128$3,223,808
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
C Douglas Simmons IiiPresident and Director
King V AikenVice President and Directo
David M WarrenDirector
Malcolm H LilesDirector
Larry Stanton WieseSecretary and Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$69,926
Program Service Revenue
$0
Investment Income
$201,430
Other Revenue
$0
All Other Contributions
$69,926
Change in Net Assets
$102,417

Audited Revenue Reconciliation

Revenue per Audited Statements
$249,905
Revenue Not Reported on Financial Statements
$21,451
Revenue Not Reported on Form 990
$636,593
Total Revenue per Audited Statements
$886,498
Total Revenue per Form 990
$271,356
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$134,685
Other Expenses$34,254
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs---$134,685
Fees for Service Investment Mgmnt Fees---$21,451
Payments to Affiliates---$6,578
Fees for Services Other---$6,225
Total Functional Expenses$0$0$0$168,939

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$168,939
Expenses per Audited Statements$147,488
Total Expenses per Audited Statements$147,488
Expenses Not Reported on Financial Statements$21,451
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Kappa Alpha Tau ChapterWinston Salem, NC501(c)(7)Distribution of a Title Holding Company to Its Designated Beneficiary$101,863
Kappa Alpha Gamma Epsilon House CorporationTucson, AZ501(c)(2)Maintenance$20,000
Kappa Alpha Alpha Pi ChapterDurham, NC501(c)(7)Maintenance$12,822
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$4,788
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
2022-04-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
C Douglas Simmons Iii
Formed
2019
Legal Domicile
De
Voting Board Members
5
Independent Board Members
5
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 XII, Line 2C

“The executive council of kappa alpha order provides direct supervision to the audit process. The executive council 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.”

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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 TAU CHAPTER
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04319 NORTH VIA BELLAS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1929 MORREENE ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21834 WAKE FOREST ROAD
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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/ExplanationTxt6THE EXECUTIVE COUNCIL OF KAPPA ALPHA ORDER PROVIDES DIRECT SUPERVISION TO THE AUDIT PROCESS. THE EXECUTIVE COUNCIL 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 XII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0KAPPA ALPHA ORDER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0580310956
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(7)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COLLEGIATE SOCIAL FRATERNITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0115 LIBERTY HALL ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0LEXINGTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0VA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd024450
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
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
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04043030
IRS990/TotalAssetsEOYAmt04760908
IRS990/TotalAssetsGrp/BOYAmt04043030
IRS990/TotalAssetsGrp/EOYAmt04760908
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt069926
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0168939
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt025920
IRS990/TotalLiabilitiesEOYAmt04788
IRS990/TotalLiabilitiesGrp/BOYAmt025920
IRS990/TotalLiabilitiesGrp/EOYAmt04788
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04017110
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04756120
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0201430
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0271356
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04043030
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04760908
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/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LARRY STANTON WIESE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05404631865
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-04
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/ReturnTs02022-04-04T17:29:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LARRY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STANTON WIESE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,760,908
Liabilities
$4,788
Net assets
$4,756,120
Revenue
$271,356
Expenses
$168,939
Net income
$102,417
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