Community Foundation for Rockbridge Bath and Allegheny

EIN: 273422429 501(c)(3) Community Improvement

Lexington, VA

Total Revenue
$1,876,167
Total Expenses
$830,935
Total Assets
$8,553,499
Net Assets
$8,537,812
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Tuckman-Chang Vulnerability Assessment

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Financial Trends

Organization Details

Formation Year
2010
Legal Domicile
VA
Principal Officer
Warren Bryan
Phone
5404630943
Tax Period
2022-07-01 to 2023-06-30

COMMUNITY FOUNDATION FOR ROCKBRIDGE BATH AND ALLEGHANY, founded in 2010, is a small nonprofit in the Community Improvement sector that reported $932K in total revenue in fiscal year 2017. Revenue decreased 20% compared to the prior year. The organization ran a surplus of $185K, a strong 20% operating margin.

Mission

TO IMPROVE THE QUALITY OF LIFE IN THE FOUNDATION'S SERVICE AREA BY BUILDING PERMANENT ENDOWMENTS AND PROVIDING PHILANTHROPIC LEADERSHIP.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $1,729,607
Program Service Revenue $0
Investment Income $146,560
Other Revenue $0
TOTAL REVENUE $1,876,167

Expense Breakdown

Grants Paid $728,724
Salaries & Benefits $50,723
Fundraising Expenses $22,796
Program Expenses $761,764
Other Expenses $51,488
TOTAL EXPENSES $830,935

Year-over-Year Comparison

2022 2021 Change
Revenue $1,876,167 $918,713 +1.0%
Expenses $830,935 $512,646 +0.6%
Net Income $1,045,232 $406,067 +1.6%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required
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Governance

Voting Members
11
Independent Members
11
Employees
1
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✓ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$43,394
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Lori Turner Executive Dir. 40.00
Officer
$43,394 $0 $43,394
Warren Bryan Chairman 0.00
Officer Director
$0 $0 $0
Barbara Luton Director 0.00
Officer Director
$0 $0 $0
Thomas Gosse Treasurer 0.00
Officer Director
$0 $0 $0
Carol Grigsby Secretary 0.00
Officer Director
$0 $0 $0
Benjamin Worth Director 0.00
Director
$0 $0 $0
Joanna Robblee Director 0.00
Director
$0 $0 $0
Christy Harris Director 0.00
Director
$0 $0 $0
Steve Grist Director 0.00
Officer Director
$0 $0 $0
Greg Madsen Director 0.00
Director
$0 $0 $0
Lynn Rainville Director 0.00
Director
$0 $0 $0
Robert Minor Director 0.00
Director
$0 $0 $0
Bruce Young Director 0.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $1,876,167 $830,935 $8,553,499 $1,045,232
2023 $1,172,143 $643,850 $9,131,314 $528,293
2022 $918,713 $512,646 $7,046,014 $406,067
2021 $1,879,129 $644,655 $7,729,548 $1,234,474
2020 $682,040 $504,580 $5,466,114 $177,460
2018 $931,787 $746,947 $5,111,196 $184,840
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