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Nonprofiteer
← ROCKINGHAM EDUCATIONAL FOUNDATION INC

Form 990 for tax year 2022

Filed by ROCKINGHAM EDUCATIONAL FOUNDATION INC.

Totals

Total revenue
$102,953
Total expenses
$362,737
Contributions and grants received
$308,283
Grants paid
$211,172
Program service revenue
$0
Investment income
-$198,007
Other revenue
-$7,323
Total assets, end of year
$4,377,303
Total liabilities, end of year
$3,000
Net assets or fund balances, end of year
$4,374,303
Program services expenses (Part IX)
$288,947
Management and general expenses
$53,710
Fundraising expenses
$20,080
Program service expenses (Part III)
$288,947

Program services were 79.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $73,001

  • 1f · All other contributions, gifts and grants

    $235,282

  • 1g · Noncash contributions included above

    $24,120

  • 3 · Investment income

    total $113,249 · excluded $113,249

  • 7a · Gross sales of assets other than inventory

    securities $4,163,288

  • 7b · Less cost or other basis and sales expenses

    securities $4,474,544

  • 7c · Gain or loss

    securities -$311,256

  • 7d · Net gain or loss

    total -$311,256 · excluded -$311,256

  • 8a · Fundraising events: gross income

    $34,469

  • 8a · Fundraising events: contributions included on line 1c

    $73,001

  • 8b · Fundraising events: direct expenses

    $41,792

  • 8c · Net income from fundraising events

    total -$7,323 · excluded -$7,323

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $47,877 · program services $47,877

  • 2 · Grants to domestic individuals

    total $163,295 · program services $163,295

  • 5 · Compensation of officers, directors and key employees

    total $51,200 · program services $25,600 · management and general $12,800 · fundraising $12,800

  • 11c · Fees: accounting

    total $2,800 · management and general $2,800

  • 11f · Fees: investment management

    total $20,981 · management and general $20,981

  • 11g · Fees: other

    total $2,194 · management and general $2,194

  • 12 · Advertising and promotion

    total $4,361 · fundraising $4,361

  • 13 · Office expenses

    total $14,038 · management and general $13,193 · fundraising $845

  • 17 · Travel

    total $4,148 · program services $2,074 · fundraising $2,074

  • 23 · Insurance

    total $1,742 · management and general $1,742

  • 24a · Other expenses: PROGRAM EXPENSES

    total $50,101 · program services $50,101

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $390,533 · end of year $432,582

  • 9 · Prepaid expenses and deferred charges

    beginning of year $550 · end of year $550

  • 11 · Investments: publicly traded securities

    beginning of year $3,764,412 · end of year $3,944,171

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,000 · end of year $3,000

  • 27 · Net assets without donor restrictions

    beginning of year $2,885,192 · end of year $3,107,000

  • 28 · Net assets with donor restrictions

    beginning of year $1,267,303 · end of year $1,267,303

Mission and programs · 2022

Mission

TO SUPPORT LEARNING BY SECURING FINANCIAL CONTRIBUTIONS AND EDUCATIONAL RESOURCES THAT BENEFIT THE STUDENTS AND TEACHERS OF ROCKINGHAM COUNTY PUBLIC SCHOOLS.

  • SCHOLARSHIPS ARE PROVIDED UPON STRICT CRITERIA, AFTER SUBSTANTIAL REVIEW BY A COMMITTEE TO DETERMINE AWARDS. DUE CARE IS FOLLOWED TO AVOID CONFLICTS OF INTEREST WITH BOARD MEMBERS AND OFFICERS OF THE SCHOOL AND FOUNDATION. DURING THE SPRING OF 2023, REFI AWARDED 86 SCHOLARSHIPS TO 62 GRADUATING SENIORS FROM ROCKINGHAM COUNTY PUBLIC HIGH SCHOOLS.

    Expenses $128,276 · Grants $128,276

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $47,877 · Grants $47,877

  • TEACHER, STAFF AND ADMINISTRATION RECOGNITION PROGRAMS; EACH SPRING, REFI FACILITATES THE COORDINATION OF THE TEACHER OF THE YEAR PROGRAM IN EACH OF THE 24 ROCKINGHAM COUNTY PUBLIC SCHOOLS. REFI RECOGNIZES THESE INDIVIDUALS DURING A CELEBRATION RECEPTION IN THE SPRING. MEMBERS OF A COMMITTEE FROM REFI'S BOARD OF DIRECTORS SELECT ONE TEACHER AS THE "LUCY SIMMS EDUCATOR OF THE YEAR" RECIPIENT. THIS INDIVIDUAL REPRESNTS ROCKINGHAM COUNTY PUBLIC SCHOOLS DURING THE VIRGINIA DEPARTMENT OF EDUCATION'S "TEACHER OF THE YEAR SELECTION PROCESS.

    Expenses $9,858 · Grants $9,858

  • Expenses $102,936 · Grants $25,161

As filed on the 2022 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Susie Shomo

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    4

  • Aaron Green

    GOVERNANCE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Kevin Longnecker

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Donna Harper

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Paige Hawkins

    CO-CHAIR, DEVELOPMENT

    Total calculated
    $0
    Hours/week
    1

  • Amanda Nott

    CO-CHAIR, DEVELOPMENT

    Total calculated
    $0
    Hours/week
    1

  • Lena Osborne

    CO-CHAIR, EDUCATIONAL RESO

    Total calculated
    $0
    Hours/week
    1

  • Graham Witt

    CO-CHAIR, EDUCATIONAL RESO

    Total calculated
    $0
    Hours/week
    1

  • Anthony Slater

    CO-CHAIR, DEVELOPMENT

    Total calculated
    $0
    Hours/week
    1

  • Sheila Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • Susan Totty

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • Kathleen Gass

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • J Christian Herrick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • Sheila Paladino

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • Tammi Privott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • Keith Robinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • Susan Steele-Ward

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • Jacob Hull

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • Paula Lam

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • Adam Dofflemyer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.15

  • Victoria Landis

    EXECUTIVE DIRECTOR

    Total calculated
    $44,667
    From this org
    $0
    From related orgs
    $44,667
    Other
    $0
    Hours/week
    30

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

  • ROCKINGHAM COUNTY PUBLIC SCHOOLS

    $47,877

    INNOVATIVE IDEA GRANTS TO 24 AREA SCHOOLS

Provenance

Return type
form_990
Tax year
2022
Filed
6 December 2023
IRS schema version
2022v5.0
Source object
202440169349300634

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