Mount Rogers Community Services

Wytheville, VAUnknown exempt organizationEIN 54-6312076

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Trust was created to provide health, dental and other benefits to the employees of Mount Rogers Community Services board. The board sets rates and subsidizes the trust fund as well as provides all management functions.

100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 4
filings with a surplus
Average deficit $799K a year · 19% of revenue · last 4 filings
Worth a look: a surplus in 2 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Liabilities
$0
total owed
No data yet: the filing does not give total assets.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$331K
-86% vs prior year
Spent
$3.3M
To programs
100%
Net assets
$0
By yearFY2020–FY2023
Revenue
$331K
FY2023▼ -86%
Revenue by fiscal year
FY2020$7.1M
FY2021$6.9M
FY2022$2.3M
FY2023$331K
Expenses
$3.3M
FY2023▲ +7%
Expenses by fiscal year
FY2020$6.8M
FY2021$6.7M
FY2022$3.1M
FY2023$3.3M
Net assets
$0
FY2023▼ -100%
Net assets by fiscal year
FY2020$3.5M
FY2021$3.7M
FY2022$3.0M
FY2023$0

From the FY2023 Form 990 (year ending June 2023) · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $3.3M

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
$0Pt VII · Sec A
Executive Director
$0Pt VII · Sec A
Operations Director
$0Pt VII · Sec A
See Mount Rogers Community Services executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides health and dental benefits to employees of Mount Rogers Community Services Board.

Provided by the organization

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1 program · in their own filed words · FY2022
01

Payment of benefits for employees of mount rogers community services.

Pt IX · col B

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$331K
Ln 12
Fees for servicesLn 2g$319K
Investment incomeLn 3$13K
Money outPt IX
$3.3M
Ln 25
Programscol B$3.3M
Owns and owesPt X
$0
net assets · Ln 32
Total assetsLn 16$0
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$319K
Investment incomeLn 3$13K
Total revenueLn 12$331K
Assets in detailPt X, end of year
CashLn 1$0
Total assetsLn 16$0
LiabilitiesLn 26$0
Net assetsLn 32$0
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$3.0M$0
Total assetsLn 16$3.0M$0
LiabilitiesLn 26$0$0
Net assetsLn 32$3.0M$0
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$3.3M$3.3M
Other employee benefitsLn 9$1K$1K$0$0
Management feesLn 11a$5K$5K$0$0
Other expenses (24a–d)Ln 24$767$767$0$0
Total functional expensesLn 25$3.3M$3.3M$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest Viewing $331K$3.3M−$3.0M$0 990 PDF
FY2022 $2.3M$3.1M−$746K$3.0M 990 PDF
FY2021 $6.9M$6.7M$203K$3.7M 990 PDF
FY2020 $7.1M$6.8M$305K$3.5M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (4 parts)
Part VIII · Statement of revenue $331,395 across 3 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Unrelated business $0 · Excluded from tax $0$318,654
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $0$12,741
VIII-12 Total revenueRelated to mission $331,395 · Unrelated business $0 · Excluded from tax $0$331,395
Part IX · Statement of functional expenses $3,288,343 across 4 lines filed
IX-4 Benefits paid to or for membersPrograms $3,281,812$3,281,812
IX-9 Other employee benefitsPrograms $1,254 · Management $0 · Fundraising $0$1,254
IX-11a Management feesPrograms $4,510 · Management $0 · Fundraising $0$4,510
IX-24 Other expenses (24a–d)Programs $767 · Management $0 · Fundraising $0$767
IX-25 Total functional expensesPrograms $3,288,343 · Management $0 · Fundraising $0$3,288,343
Part X · Balance sheet $0 assets, 5 lines filed
X-1 Cash, non-interest-bearingStart of year $2,956,948$0
X-16 Total assetsStart of year $2,956,948$0
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $2,956,948$0
X-33 Total liabilities and net assetsStart of year $2,956,948$0
Part XI · Reconciliation of net assets $0 net assets at year end
XI-1 Total revenue$331,395
XI-2 Total expenses$3,288,343
XI-3 Revenue less expenses−$2,956,948
XI-4 Net assets at start of year$2,956,948
XI-10 Net assets at end of year$0

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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