ROCKBRIDGE COUNTY HOLDINGS LTD

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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

2019

Legal Domicile

Principal Officer

JAMES M SCHMUCK

Phone

5404631865

Tax Period

2024-07-01 to 2025-06-30

ROCKBRIDGE COUNTY HOLDINGS LTD, founded in 2019, is a small nonprofit in the Education sector that reported $198K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $66K, a strong 33% operating margin.

Mission

HOLDING TITLE TO CERTAIN INVESTMENTS AND PROPERTIES FOR THE BENEFIT OF KAPPA ALPHA ORDER

Program Service Accomplishments

Program 1

HOLDING TITLE TO CERTAIN INVESTMENTS AND OTHER PROPERTIES IN ORDER TO PRESERVE, MANAGE, AND PROTECT SUCH PROPERTY FOR THE BENEFIT OF KAPPA ALPHA ORDER.

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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 $0

Program Service Revenue $0

Investment Income $198,203

Other Revenue $0

TOTAL REVENUE $198,203

Expense Breakdown

Grants Paid $78,677

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $53,315

TOTAL EXPENSES $131,992

Year-over-Year Comparison

	2024	2023	Change
Revenue	$198,203	$178,537	+0.1%
Expenses	$131,992	$90,488	+0.5%
Net Income	$66,211	$88,049	-0.2%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES M SCHMUCK	PRESIDENT AND DIRECTOR	0.00	Officer Director	$0	$0	$0
KING V AIKEN	VICE PRESIDENT AND DIRECTO	0.00	Officer Director	$0	$0	$0
DAVID M WARREN	DIRECTOR	0.00	Director	$0	$0	$0
MALCOLM H LILES	DIRECTOR	0.00	Director	$0	$0	$0
LARRY STANTON WIESE	SECRETARY AND TREASURER	1.00	Officer	$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	$198,203	$131,992	$6,165,137	$66,211
2024	$178,537	$90,488	$5,310,685	$88,049
2023	$154,684	$86,396	$4,949,173	$68,288
2022	$552,860	$55,436	$4,638,025	$497,424
2021	$271,356	$168,939	$4,760,908	$102,417
2020	$397,668	$213,595	$4,043,030	$184,073