ROCKBRIDGE CHRISTMAS BASKET INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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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 INC, founded in 1994, is a small nonprofit in the Human Services sector that reported $145K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Net assets of $414K represent 34 months of operating reserves.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $140,629

SOLICITED & PURCHASED FOOD & GIFTS ARE PACKED & DELIVERED BY VOLUNTEERS TO NEEDY FAMILIES IN ROCKBRIDGE COUNTY LEXINGTON & BUENA VISTA, VIRGINIA

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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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

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Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

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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