Nonprofit · EIN 54-1959458
COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA
Tax-exempt · ROANOKE, VA 24006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $13,341,807 | $7,602,798 | $5,739,009 | $138,571,247 | $5,092,336 | $133,478,911 |
| June 30, 2024 | 990 | $8,215,768 | $7,333,698 | $882,070 | $122,989,535 | $4,790,645 | $118,198,890 |
| June 30, 2023 | 990 | $10,560,771 | $6,901,716 | $3,659,055 | $112,179,116 | $4,702,713 | $107,476,403 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $8,383,379
- Program service revenue
- $1,484,441
- Investment income
- $3,473,987
- Net gain from sales of assets
- $2,105,111
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $4,362,567
- Compensation of officers, directors and key employees
- $553,121
- Other salaries and wages
- $330,366
- Salaries, compensation and benefits (total)
- $979,970
- Professional fundraising fees
- $0
- Legal fees
- $582
- Accounting fees
- $25,091
- Occupancy
- $109,693
- Travel
- $4,779
- Depreciation
- $25,733
- Program services (functional)
- $4,785,201
- Management and general (functional)
- $2,615,489
- Fundraising (functional)
- $202,108
Balance sheet and other
- Total assets, start of year
- $122,989,535
- Total assets, end of year
- $138,571,247
- Total liabilities, end of year
- $5,092,336
- Net assets, end of year
- $133,478,911
- Land, buildings and equipment
- $31,586
- Publicly traded securities
- $79,930,802
- Net assets without donor restrictions
- $130,287,577
- Net assets with donor restrictions
- $3,191,334
- Gross unrelated business income
- -$261,951
- Gross receipts
- $13,341,807
- Employees
- 6
- Volunteers
- 21
- Year formed
- 1988
- State of legal domicile
- VA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALAN E RONK | BOARD SECRETARY, CEO TILL 3/25 Trustee or director, Officer | 40 | $236,703 | $33,704 |
| CARLY C OLIVER | BOARD SECRETARY, COO THEN CEO STARTING 4/25 Trustee or director, Officer | 40 | $159,692 | $23,864 |
| SARAH KELLEY | CFO Officer | 40 | $123,689 | $17,569 |
| APRIL HAYNES | COO STARTING 4/1/25 Highest-paid employee | 40 | $113,397 | $16,924 |
| MICHELLE EBERLY | DIRECTOR, GRANTS & DONOR ENGAGEMENT Highest-paid employee | 40 | $113,314 | $15,723 |
| SUSAN LANCASTER | BOARD CHAIR Trustee or director, Officer | 0.2 | $0 | $0 |
| LUTHERIA H SMITH | BOARD TREASURER THROUGH 7/24 Trustee or director, Officer | 0.2 | $0 | $0 |
| JULIANNE B NAFF | BOARD TREASURER STARTING 8/24 Trustee or director, Officer | 0.2 | $0 | $0 |
| LAUREN ELLERMAN | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| SHERRY W DAVIDSON | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| RICK JAMES | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| COLLEEN M MARSTON | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| GEORGE A LEVICKI | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| SAMUEL ROMAN JR | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| NADRA L SCOTT | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD G BAILEY | BOARD MEMBER Trustee or director | 0.2 | $0 |
| VERLETTA WHITE | BOARD MEMBER Trustee or director | 0.2 | $0 |
| FLORENCE WILLIAMS | BOARD MEMBER Trustee or director | 0.2 | $0 |
| SUSAN COOK | BOARD MEMBER Trustee or director | 0.2 | $0 |
| MARGIE B EASON | BOARD MEMBER Trustee or director | 0.2 | $0 |
| JAMES B FRITH JR | BOARD MEMBER Trustee or director | 0.2 | $0 |
| GRETCHEN W BEEDLE | BOARD MEMBER Trustee or director | 0.2 | $0 |
| ELAINE MILAN CRONK | BOARD MEMBER Trustee or director | 0.2 | $0 |
| JOHN BLANTON | BOARD MEMBER Trustee or director | 0.2 | $0 |
| DR J RANDOLPH CLEMENTS | BOARD MEMBER Trustee or director | 0.2 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALAN E RONK | BOARD SECRETARY, PRESIDENT Trustee or director, Officer | 40 | $217,515 |
| CARLY C OLIVER | CHIEF OPERATING OFFICER Highest-paid employee | 40 | $135,603 |
| SARAH KELLEY | CFO Officer | 40 | $102,094 |
| RICHARD BAILEY DVM | BOARD MEMBER - CHAIR Trustee or director, Officer | 0.2 | $0 |
| LAUREN ELLERMAN | BOARD MEMBER Trustee or director | 0.2 | $0 |
| SHERRY W DAVIDSON | BOARD MEMBER Trustee or director | 0.2 | $0 |
| RICK JAMES | BOARD MEMBER Trustee or director | 0.2 | $0 |
| COLLEEN M MARSTON | BOARD MEMBER Trustee or director | 0.2 | $0 |
| GEORGE A LEVICKI | BOARD MEMBER Trustee or director | 0.2 | $0 |
| SAMUEL ROMAN JR | BOARD MEMBER Trustee or director | 0.2 | $0 |
| NADRA L SCOTT | BOARD MEMBER Trustee or director | 0.2 | $0 |
| PHILIP TROMPETER | BOARD MEMBER Trustee or director | 0.2 | $0 |
| LUTHERIA H SMITH | BOARD MEMBER - TREASURER Trustee or director, Officer | 0.2 | $0 |
| VERLETTA WHITE | BOARD MEMBER Trustee or director | 0.2 | $0 |
| FLORENCE WILLIAMS | BOARD MEMBER Trustee or director | 0.2 | $0 |
| STEVE ARNER | BOARD MEMBER Trustee or director | 0.2 | $0 |
| MARGIE B EASON | BOARD MEMBER Trustee or director | 0.2 | $0 |
| JAMES B FRITH JR | BOARD MEMBER Trustee or director | 0.2 | $0 |
| SUSAN LANCASTER | BOARD MEMBER - VICE CHAIR Trustee or director, Officer | 0.2 | $0 |
| GRETHCHEN W BEEDLE | BOARD MEMBER Trustee or director | 0.2 | $0 |
| ELAINE MILAN CRONK | BOARD MEMBER Trustee or director | 0.2 | $0 |
| JOHN BLANTON | BOARD MEMBER Trustee or director | 0.2 | $0 |
| JULIANNE B NAFF | BOARD MEMBER Trustee or director | 0.2 | $0 |
990 for the year ended June 30, 2023: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ALAN E RONK | BOARD SECRETARY, PRESIDENT Officer | 40 | $202,082 | $20,350 |
| CARLY C OLIVER | CHIEF OPERATING OFFICER Highest-paid employee | 40 | $126,083 | $10,194 |
| RICHARD BAILEY DVM | BOARD MEMBER - CHAIR Trustee or director, Officer | 0.2 | $0 | $0 |
| LAUREN ELLERMAN | BOARD MEMBER - TREASURER Trustee or director, Officer | 0.2 | $0 | $0 |
| SHERRY W DAVIDSON | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| RICK JAMES | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| MIMI RAINERO COLES | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| COLLEEN M MARSTON | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| GEORGE A LEVICKI | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| SAMUEL ROMAN JR | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| NADRA L SCOTT | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| PHILIP TROMPETER | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| LUTHERIA H SMITH | BOARD MEMBER - EXECUTIVE COMMITTEE SENIOR VP Trustee or director, Officer | 0.2 | $0 | $0 |
| VERLETTA WHITE | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| FLORENCE WILLIAMS | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| STEVE ARNER | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| MARGIE B EASON | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| JAMES B FRITH JR | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| SUSAN LANCASTER | BOARD MEMBER - VICE CHAIR Trustee or director, Officer | 0.2 | $0 | $0 |
| GRETHCHEN W BEEDLE | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| ELAINE MILAN CRONK | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
| JOHN BLANTON | BOARD MEMBER Trustee or director | 0.2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1159, ROANOKE, VA 24006-1159
- Principal officer (990 for 2024)
- CARLY C OLIVER, PO BOX 1159, ROANOKE, VA 24006
- Signed the 990
- CARLY C OLIVER, PRESIDENT & CEO
- Phone
- (540) 985-0204
- Website
- WWW.CFWESTERNVA.ORG
- Return prepared by
- BROWN EDWARDS & COMPANY LLP
Mission
COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA PROVIDES LEADERSHIP,RESOURCES, AND INSPIRATION FOR PHILANTHROPY IN THE COMMUNITIES IT SERVES. TO FULFILL THE FOUNDATION'S MISSION, IT: ENABLES DONORS TO CARRY OUT THEIR CHARITABLE INTENT THROUGH ENDOWMENT FUNDS; PROVIDES RESPONSIBLE STEWARDSHIP FOR ENTRUSTED FUNDS; MAKES CREATIVE GRANTS FOR CURRENT AND FUTURE COMMUNITY NEEDS AND OPPORTUNITIES; OFFERS COMPREHENSIVE SERVICES TO ENCOURAGE AND ADVANCE EFFECTIVE PHILANTHROPY; PROMOTES AND PARTICIPATES IN COLLABORATIVE EFFORTS TO SHAPE A HEALTHY, CARING COMMUNITY.
Program accomplishments
- GRANT-MAKING AND CHARITABLE CONTRIBUTIONS AND ANNUITIES FOR COMMUNITY DEVELOPMENT. SEE SCHEDULE I FOR MORE DETAIL.Expenses $4,362,567 · grants $4,362,567
- ADMINISTRATION OF FUNDS FOR GRANT-MAKING TO ENHANCE COMMUNITY DEVELOPMENT.Expenses $422,634 · revenue $1,484,441
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 54-1959458
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T31)
- Assets (IRS master file)
- $138,571,247
- Income (IRS master file)
- $13,341,807
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $13,341,807 | $7,602,798 | $138,571,247 | XML |
| 990 | June 2024 | $8,215,768 | $7,333,698 | $122,989,535 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $10,560,771 | $6,901,716 | $112,179,116 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $12,225,680 | $7,002,561 | $100,299,802 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 54-1959458).
Questions about COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA
- What is the EIN of COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA?
- The employer identification number (EIN) of COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA is 54-1959458.
- Is COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA?
- The 990 for the year ended June 30, 2025 names CARLY C OLIVER.
- Who are the officers and directors of COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA?
- The 990 for the year ended June 30, 2025 lists 25 people; 5 received compensation from the organization, the highest $236,703 (ALAN E RONK, BOARD SECRETARY, CEO TILL 3/25).
- How much revenue does COMMUNITY FOUNDATION SERVING WESTERN VIRGINIA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $13,341,807, expenses of $7,602,798 and total assets of $138,571,247 at year end.
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