COMMUNITY FOUNDATION FOR ROCKBRIDGEBATH & ALLEGH Charity Report

Public IRS 990 nonprofit record

COMMUNITY FOUNDATION FOR ROCKBRIDGEBATH & ALLEGH

EIN 27-3422429 · Community & Neighborhood Development (S20)

What they do

to IMPROVE THE QUALITY of LIFE IN THE FOUNDATIONS SERVICE AREA BY BUILDING PERMANENT ENDOWMENTS and PROVIDING PHILANTHROPIC LEADERSHIP.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $95.50 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders19 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

74.66%of revenue went to mission work95.5% of expenses · Program services

1.08%of revenue went to fundraising1.4% of expenses

$78.18spent for every $100 of revenueRevenue covered expenses this year.

2.44%of revenue went to management and office costs3.1% of expenses

$7.57in assets for every $1 spent this yearSome assets cannot be spent right away.

54.8%of its money came from giftsOther money may come from services or investments.

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Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$1,722,247

Mission workProgram services$1,285,88974.66% of revenue95.5% of expenses

ManagementOffice and general costs$42,0292.44% of revenue3.1% of expenses

FundraisingAsking for donations$18,6071.08% of revenue1.4% of expenses

Revenue left after expensesReported annual surplus$375,72221.82% of revenueShown in gray on the chart

Total expenses$1,346,52578.18% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 95.5% mission · 3.1% management · 1.4% fundraisingTotal expenses: 78.18% of revenue

2023Expense mix: 92.8% mission · 4.9% management · 2.3% fundraisingTotal expenses: 54.93% of revenue

2022Expense mix: 91.7% mission · 5.6% management · 2.7% fundraisingTotal expenses: 44.29% of revenue

2021Expense mix: 86.8% mission · 8.9% management · 4.2% fundraisingTotal expenses: 55.80% of revenue

2020Expense mix: 90.2% mission · 7.4% management · 2.4% fundraisingTotal expenses: 34.31% of revenue

2019Expense mix: 87.8% mission · 10.5% management · 1.7% fundraisingTotal expenses: 73.98% of revenue

2017Expense mix: 94.3% mission · 4.0% management · 1.6% fundraisingTotal expenses: 80.16% of revenue

Money in and money out

Revenue$1,722,247

Expenses$1,346,525

Annual surplus $375,722 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,285,889 · 95.5% of expenses

Management and office costs$42,029 · 3.1% of expenses

Fundraising$18,607 · 1.4% of expenses

See all reported dollar amounts

Revenue$1,722,247

Expenses$1,346,525

Assets$10,186,971

Income$1,722,247

Contributions$943,737

Mission work (program services)$1,285,889

Fundraising$18,607

Grants given$2,281,322

Average grant$21,321

Management and general$42,029

Executive compensation (total)$40,917

Stocks and bonds$8,476,430

Accounting fees$1,200

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (19)

INGRID BARBER

THOMAS GOSSETREASURER

STEVE GRIST

STEVE GRISTPRINCIPAL OFFICER

RALPH CALDRONEY

RALPH CALDRONEYPRINCIPAL OFFICER

MATT FOGO

MATT FOGOPRINCIPAL OFFICER

LORI TURNEREXECUTIVE DIRECTOR

JOANNE ROBBLEESECRETARY

INGRID BARBERPRINCIPAL OFFICER

GREG MADSENCHAIRMAN

ELIZABETH KNAPP

ELIZABETH KNAPPPRINCIPAL OFFICER

CHRISTY HARRIS

CHRISTY HARRISPRINCIPAL OFFICER

CHARLES BARGER

CHARLES BARGERPRINCIPAL OFFICER

BEN WORTHVICE CHAIRMAN

About this charity

Recognized since: January 2011
Location: PO BOX 20, LEXINGTON, VA 24450-0020
County: Lexington (city)
In care of: % LORI TURNER
Primary officer: LORI TURNER, Executive Director

How to reach them

WebsiteVisit the charity’s website Emaillori.turner@cfrba.org Phone(540) 463-0943

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: HIGHLANDER ACCOUNTING INC
NTEE classification: Community & Neighborhood Development (S20)
IRS tax category: Community & Neighborhood Development
Grant-giving organization: Yes