Civic Intelligence

Thompson Valley Rotary Club Foundation

990EZ • Fiscal year 2014 • EIN 20-6533639

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 11, 2014

PO Box 709380539

(970) 663-7219

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2014

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2014

Net Margin

96th percentile

70%

Higher net margin than 96% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

77th percentile

29%

Faster asset growth than 77% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

91st percentile

88%

Faster revenue growth than 91% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$177,101

Up $39,302 (+29%) from 2013

Net Assets

Up

$177,101

Up $39,302 (+29%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$55,824

Up $26,071 (+88%) from 2013

Expenses

Up

$16,522

Up $13,622 (+470%) from 2013

Net Income

Up

$39,302

Up $12,449 (+46%) from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $104,394Liabilities 2011: $02011Assets 2012: $110,946Liabilities 2012: $02012Assets 2013: $137,799Net Assets 2013: $137,7992013Assets 2014: $177,101Net Assets 2014: $177,1012014Assets 2015: $186,899Liabilities 2015: $02015Assets 2016: $194,979Net Assets 2016: $194,8682016Assets 2017: $229,984Liabilities 2017: $12,8052017Assets 2018: $236,721Liabilities 2018: $20,884Net Assets 2018: $215,8372018Assets 2019: $247,346Liabilities 2019: $19,754Net Assets 2019: $227,5922019Assets 2020: $216,995Liabilities 2020: $10,027Net Assets 2020: $206,9682020Assets 2021: $302,817Liabilities 2021: $10,000Net Assets 2021: $292,8172021Assets 2022: $241,334Liabilities 2022: $10,000Net Assets 2022: $231,3342022Assets 2023: $292,823Liabilities 2023: $11,200Net Assets 2023: $281,6232023Assets 2024: $286,212Liabilities 2024: $10,000Net Assets 2024: $276,2122024

Highlighted filing

2014

Assets$177,101
Liabilities-
Net Assets$177,101

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2011: $5,523Expenses 2011: $136Net Income 2011: $5,3872011Revenue 2012: $21,036Expenses 2012: $24,708Net Income 2012: -$3,6722012Revenue 2013: $29,753Expenses 2013: $2,900Net Income 2013: $26,8532013Revenue 2014: $55,824Expenses 2014: $16,522Net Income 2014: $39,3022014Revenue 2015: $21,274Expenses 2015: $2,320Net Income 2015: $18,9542015Revenue 2016: $9,969Expenses 2016: $2,000Net Income 2016: $7,9692016Revenue 2017: $52,240Expenses 2017: $27,007Net Income 2017: $25,2332017Revenue 2018: $75,322Expenses 2018: $76,664Net Income 2018: -$1,3422018Revenue 2019: $90,002Expenses 2019: $78,247Net Income 2019: $11,7552019Revenue 2020: $15,073Expenses 2020: $35,697Net Income 2020: -$20,6242020Revenue 2021: $101,668Expenses 2021: $15,819Net Income 2021: $85,8492021Revenue 2022: $41,477Expenses 2022: $102,960Net Income 2022: -$61,4832022Revenue 2023: $50,692Expenses 2023: $403Net Income 2023: $50,2892023Revenue 2024: $104,474Expenses 2024: $109,885Net Income 2024: -$5,4112024

Highlighted filing

2014

Revenue$55,824
Expenses$16,522
Net Income$39,302
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 11, 2014
Return Version
2013v4.0
Gross Receipts
$68,687
Mission and Program Overview

Mission

Thompson valley rotary foundation supports community programs that benefit disadvantaged community members as well as low-income citizens.

Thompson valley rotary foundation supports community programs that benefit disadvantaged community members as well as low-income citizens

Program Services

DescriptionGrantsExpenses
CONTRIBUTES TO ORGANIZATIONS DEDICATED TO THE IMPROVEMENT OF THE ENVIRONMENT.$8,500$8,500
SUPPORTS COMMUNITY PROGRAMS THAT BENEFIT DISADVANTAGED COMMUNITY MEMBERS AS WELL AS LOW-INCOME CITIZENS$7,000$7,000
PROVIDES SCHOLARSHIPS, SUPPORTS LOCAL HIGH SCHOOL PROGRAMS AND SUPPORT LOCAL AT-RISK YOUTH PROGRAMS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUG DONAHUETreasurerPT$0--
TJ JULIENTrusteePT$0--
LINDA SIOUX STENSONPresidentPT$0--
DOROTHY CADASecretaryPT$0--
JOHN FREEMANTrusteePT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$31,810$31,810$12,863$18,947
Event 2$12,565$12,565-$12,565
Total Events$44,375$44,375$12,863$31,512
Filing and Contact Details

Filer

EIN
20-6533639
Phone
9706637219

Signing Officer

Name
Doug Donahue
Title
Treasurer
Phone
9706637219
Signed
2014-11-11

Preparer

Preparer
Lindsay Cantley
Phone
9702189531
Supplemental Narrative

Additional Explanations

Form 990-ez, Page 1, Item C

Thompson valley rotary foundation

Form 990-ez, Part I, Line 8

Unrealized gain/loss 12,004 total 12,004

Form 990-ez, Part I, Line 10

Rotary district 5440 03/28/2014 3729 w 22nd greeley, co 80634 7,000 0 0 house of neighborly services 03/29/2014 1511 e 11th street loveland, co 80537 8,500 0 0

Form 990-ez, Part II, Line 24

Cost/market adjustments 0 10,980 total 0 10,980

Form 990-ez, Part III

Thompson valley rotary foundation supports community programs that benefit disadvantaged community members as well as low-income citizens

Raw XML Appendix167 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0DOUG DONAHUE
CompensationExplanation/CompensationExplanationGrp/PersonNm1TJ JULIEN
CompensationExplanation/CompensationExplanationGrp/PersonNm2LINDA SIOUX STENSON
CompensationExplanation/CompensationExplanationGrp/PersonNm3DOROTHY CADA
CompensationExplanation/CompensationExplanationGrp/PersonNm4JOHN FREEMAN
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DOUG DONAHUE
IRS990EZ/BooksInCareOfDetail/PhoneNum09706690552
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine102419 LAKE DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/City0LOVELAND
IRS990EZ/BooksInCareOfDetail/USAddress/State0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode080538
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0137799
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0166121
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt039302
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0606
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt015500
IRS990EZ/GrossReceiptsAmt068687
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0177101
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DOUG DONAHUE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TJ JULIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2LINDA SIOUX STENSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DOROTHY CADA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JOHN FREEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt010980
IRS990EZ/OtherRevenueTotalAmt012004
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THOMPSON VALLEY ROTARY FOUNDATION SUPPORTS COMMUNITY PROGRAMS THAT BENEFIT DISADVANTAGED COMMUNITY MEMBERS AS WELL AS LOW-INCOME CITIZENS
IRS990EZ/PrintingPublicationsPostageAmt0416
IRS990EZ/ProgramServiceRevenueAmt08729
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORTS COMMUNITY PROGRAMS THAT BENEFIT DISADVANTAGED COMMUNITY MEMBERS AS WELL AS LOW-INCOME CITIZENS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDES SCHOLARSHIPS, SUPPORTS LOCAL HIGH SCHOOL PROGRAMS AND SUPPORT LOCAL AT-RISK YOUTH PROGRAMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2CONTRIBUTES TO ORGANIZATIONS DEDICATED TO THE IMPROVEMENT OF THE ENVIRONMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt18500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt18500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt012863
IRS990EZ/SpecialEventsNetIncomeLossAmt031512
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016522
IRS990EZ/TotalProgramServiceExpensesAmt015500
IRS990EZ/TotalRevenueAmt055824
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0454168435
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1840568546
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc13
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt07000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt18500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10ROTARY DISTRICT 5440
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11HOUSE OF NEIGHBORLY SERVICES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine20ROTARY DISTRICT 5440
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine21HOUSE OF NEIGHBORLY SERVICES
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd1false
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd1true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt015500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt012863
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt031810
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt012565
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt044375
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031810
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt012565
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044375
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0ISLAND PARTY
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0GOVERNORS ART S
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt031512
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt012863
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt012863
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THOMPSON VALLEY ROTARY FOUNDATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN/LOSS 12,004 TOTAL 12,004
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROTARY DISTRICT 5440 03/28/2014 3729 W 22ND GREELEY, CO 80634 7,000 0 0 HOUSE OF NEIGHBORLY SERVICES 03/29/2014 1511 E 11TH STREET LOVELAND, CO 80537 8,500 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COST/MARKET ADJUSTMENTS 0 10,980 TOTAL 0 10,980
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THOMPSON VALLEY ROTARY FOUNDATION SUPPORTS COMMUNITY PROGRAMS THAT BENEFIT DISADVANTAGED COMMUNITY MEMBERS AS WELL AS LOW-INCOME CITIZENS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PAGE 1, ITEM C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUG DONAHUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09706637219
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10THOMPSON VALLEY ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0206533639
ReturnHeader/Filer/PhoneNum09706637219
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 7093
ReturnHeader/Filer/USAddress/City0LOVELAND
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode080539
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0520688202
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LINDSAY CANTLEY CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine106295 BLUFF LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LOVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode080537
ReturnHeader/PreparerPersonGrp/PhoneNum09702189531
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDSAY CANTLEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-15T08:54:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.86$0.10$2.76$1.04$1.10$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.93$0.11$2.82$0.51$0.00$0.50
2022Detailed filing. Detailed filing data is available for this year.$2.41$0.10$2.31$0.41$1.03$0.61
2021Detailed filing. Detailed filing data is available for this year.$3.03$0.10$2.93$1.02$0.16$0.86
2020Detailed filing. Detailed filing data is available for this year.$2.17$0.10$2.07$0.15$0.36$0.21
2019Detailed filing. Detailed filing data is available for this year.$2.47$0.20$2.28$0.90$0.78$0.12
2018Summary only. Only limited summary data is available for this year.$2.37$0.21$2.16$0.75$0.77$0.01
2017Summary only. Only limited summary data is available for this year.$2.30$0.13$0.52$0.27$0.25
2016Detailed filing. Detailed filing data is available for this year.$1.95$1.95$0.10$0.02$0.08
2015Summary only. Only limited summary data is available for this year.$1.87$0.00$0.21$0.02$0.19
2014Detailed filing. Detailed filing data is available for this year.$1.77$1.77$0.56$0.17$0.39
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$1.38$0.30$0.03$0.27
2012Summary only. Only limited summary data is available for this year.$1.11$0.00$0.21$0.25$0.04
2011Summary only. Only limited summary data is available for this year.$1.04$0.00$0.06$0.00$0.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • <$500k nonprofits