ROCKBRIDGE CHRISTMAS BASKET INC (EIN 541194522) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1994

Legal Domicile

Principal Officer

PAIGE WILLIAMS

Phone

5404636588

Tax Period

2024-04-01 to 2025-03-31

ROCKBRIDGE CHRISTMAS BASKET, founded in 1994, is a small nonprofit in the Human Services sector that reported $227K in total revenue in fiscal year 2020. Revenue surged 166% from the prior year, signaling strong growth momentum. The organization ran a surplus of $146K, a strong 64% operating margin.

Mission

PROVIDE FOOD & OTHER HOLIDAY GIFTS TO QUALIFYING NEEDY FAMILIES IN ROCKBRIDGE COUNTY, LEXINGTON & BUENA VISTA, VIRGINIA

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $127,866

Program Service Revenue $0

Investment Income $17,449

Other Revenue $0

TOTAL REVENUE $145,315

Expense Breakdown

Grants Paid $750

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $140,629

Other Expenses $144,592

TOTAL EXPENSES $145,342

Year-over-Year Comparison

	2024	2023	Change
Revenue	$145,315	$154,318	-0.1%
Expenses	$145,342	$141,824	+0.0%
Net Income	$-27	$12,494	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
PAIGE WILLIAMS	PRESIDENT	Officer Director	$0	$0	$0
JAMES N JOYNER III	VICE PRESIDENT	Officer Director	$0	$0	$0
KAREN PAULK	TREASURER	Officer Director	$0	$0	$0
MELANIE FALLS	SECRETARY	Officer Director	$0	$0	$0
BETH OWERMOHLE	DIRECTOR	Director	$0	$0	$0
AUDREY HAWKINS	DIRECTOR	Director	$0	$0	$0
JEN ANDREWS	DIRECTOR	Director	$0	$0	$0
RUTH FLOYD	DIRECTOR	Director	$0	$0	$0
LIZ SCHMIDT	DIRECTOR	Director	$0	$0	$0
DAVID SAACKE	DIRECTOR	Director	$0	$0	$0
ROLF PIRANIAN	DIRECTOR	Director	$0	$0	$0
RUTH CANDLER	DIRECTOR	Director	$0	$0	$0
BILL LOWE	DIRECTOR	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
2025	$145,315	$145,342	$413,863	$-27
2024	$154,318	$141,824	$413,753	$12,494
2023	$136,811	$112,352	$368,393	$24,459
2022	$131,484	$92,383	$361,789	$39,101
2021	$227,481	$81,893	$322,688	$145,588

ROCKBRIDGE CHRISTMAS BASKET INC