Rockbridge Recovery Center (EIN 883542033) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2022

Legal Domicile

Principal Officer

Laura Kornegay

Tax Period

2023-01-01 to 2023-12-31

Rockbridge Recovery Center, founded in 2022, is a small nonprofit in the Mental Health sector that reported $359K in total revenue in fiscal year 2023. The organization ran a surplus of $291K, a strong 81% operating margin.

Mission

Our goal is to assist people in overcoming addiction and achieving long-term recovery. We offer individualized wellness plans that take into account the mental, emotional, and physical effects of addiction. Our team is committed to assisting our clients at every stage of their journey toward a healthier and happier life by providing a variety of support groups, counseling, and ongoing support.

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $354,237

Program Service Revenue $120

Investment Income $0

Other Revenue $4,186

TOTAL REVENUE $358,543

Expense Breakdown

Grants Paid $1,001

Salaries & Benefits $33,654

Fundraising Expenses $0

Program Expenses $52,616

Other Expenses $33,046

TOTAL EXPENSES $67,701

Year-over-Year Comparison

	2023	2022	Change
Revenue	$358,543	N/A	N/A
Expenses	$67,701	N/A	N/A
Net Income	$290,842	N/A	N/A

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

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
Laura Kornegay	Chairman	Officer Director	$0	$0	$0
Debi Ruley	Treasurer	Officer Director	$0	$0	$0
Lori Turner	Secretary	Officer Director	$0	$0	$0
Denise Fitzgerald	Director	Director	$0	$0	$0
Deb Styler	Director	Director	$0	$0	$0
Carmen Bria	Director	Director	$0	$0	$0
Joy Trandel	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
2024	No data	No data	No data	No data
2023	$358,543	$67,701	$294,693	$290,842

Rockbridge Recovery Center