RAPPAHANNOCK BENEVOLENT FUND 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

2016

Legal Domicile

Principal Officer

JESSICA BURLESON

Phone

5406710421

Tax Period

2023-01-01 to 2023-12-31

RAPPAHANNOCK BENEVOLENT FUND INC, founded in 2016, is a small nonprofit in the Human Services sector that reported $396K in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $84K, a strong 21% operating margin.

Mission

THE RAPPAHANNOCK BENEVOLENT FUND PROVIDES EMERGENCY AND SELF-SUFFICIENCY ASSISTANCE WITH COMPASSION AND CONFIDENTIALITY TO RAPPAHANNOCK RESIDENTS.

Program Service Accomplishments

Program 1

Expenses: $198,397 Revenue: $0

THE RAPPAHANNOCK BENEVOLENT FUND PROVIDES FINANCIAL AND SUPPORTIVE SERVICES TO THE RESIDENTS OF RAPPAHANNOCK COUNTY IN TIMES OF CRISIS. SUPPORT INCLUDES GRANTS FOR EMERGENCY REPAIRS, UTILITY BILLS...

THE RAPPAHANNOCK BENEVOLENT FUND PROVIDES FINANCIAL AND SUPPORTIVE SERVICES TO THE RESIDENTS OF RAPPAHANNOCK COUNTY IN TIMES OF CRISIS. SUPPORT INCLUDES GRANTS FOR EMERGENCY REPAIRS, UTILITY BILLS, AND RENT ASSISTANCE.

Program 2

Expenses: $27,488 Revenue: $0

THE RAPPAHANNOCK BENEVOLENT FUND, THROUGH ITS HOME REPAIR PROGRAM, PROVIDES FUNDS FOR EMERGENCY REPAIRS INCLUDING REPLACING BROKEN APPLIANCES, ROOFING, AND HVAC UNITS. THE PROGRAM ALSO PROVIDES...

THE RAPPAHANNOCK BENEVOLENT FUND, THROUGH ITS HOME REPAIR PROGRAM, PROVIDES FUNDS FOR EMERGENCY REPAIRS INCLUDING REPLACING BROKEN APPLIANCES, ROOFING, AND HVAC UNITS. THE PROGRAM ALSO PROVIDES INSTALLATION OF WHEELCHAIR RAMPS FOR INCREASED ACCESSIBILITY FOR HOMEOWNERS.

Program 3

Expenses: $23,907 Revenue: $0

THE RAPPAHANNOCK BENEVOLENT FUND, THROUGH ITS BRIDGE PROGRAM, PROVIDES INDIVIDUALIZED ATTENTION TO ESTABLISH, IMPLEMENT AND ACHIEVE CAREER AND LIFE GOALS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $395,498

Program Service Revenue $0

Investment Income $260

Other Revenue $0

TOTAL REVENUE $395,758

Expense Breakdown

Grants Paid $200,816

Salaries & Benefits $78,478

Fundraising Expenses $13,522

Program Expenses $249,792

Other Expenses $32,355

TOTAL EXPENSES $311,649

Year-over-Year Comparison

	2023	2022	Change
Revenue	$395,758	$277,705	+0.4%
Expenses	$311,649	$283,882	+0.1%
Net Income	$84,109	$-6,177	-14.6%

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

Volunteers

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
WALT CHILDRESS	VICE CHAIR	6.00	Officer Director	$0	$0	$0
ELIZABETH KEELER	CHAIRMAN	6.00	Officer Director	$0	$0	$0
KEES DUTILH	DIRECTOR	6.00	Director	$0	$0	$0
LEONARD MCGILL	DIRECTOR	6.00	Director	$0	$0	$0
JESSICA BURLESON	TREASURER	6.00	Officer Director	$0	$0	$0
BERNI OLSON	EXECUTIVE DIRECTOR	30.00	Key Emp	$0	$0	$0
BETH BAILEY	DIRECTOR	4.00	Director	$0	$0	$0
SARAH REPOSA	SECRETARY	4.00	Officer Director	$0	$0	$0
BERNIE CIEPLAK	DIRECTOR	4.00	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	$395,758	$311,649	$249,993	$84,109
2022	$277,705	$283,882	$165,606	$-6,177
2021	$205,743	$272,260	$171,783	$-66,517
2020	$331,923	$193,678	$238,300	$138,245