Civic Intelligence

Thompson Valley Rotary Club Foundation

990EZ • Fiscal year 2016 • EIN 20-6533639

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 28, 2016

Organization ProfileN/A
PO Box 7093Loveland, CO 80539

(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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

97th percentile

80%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

55th percentile

4.3%

Faster asset growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-53%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$194,979

Up $8,080 (+4.3%) from 2015

Net Assets

$194,868

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin97th percentile

Revenue

Down

$9,969

Down $11,305 (-53%) from 2015

Expenses

Down

$2,000

Down $320 (-14%) from 2015

Net Income

Down

$7,969

Down $10,985 (-58%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

2016

Assets$194,979
Liabilities-
Net Assets$194,868
Open 2016 Filing

Operations Trend

Revenue Growth9th percentile

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

2016

Revenue$9,969
Expenses$2,000
Net Income$7,969
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 28, 2016
Return Version
2015v2.1
Gross Receipts
$24,591
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
SUPPORTS COMMUNITY PROGRAMS THAT BENEFIT DISADVANTAGED COMMUNITY MEMBERS AS WELL AS LOW-INCOME CITIZENS$2,000$2,000
PROVIDES SCHOLARSHIPS, SUPPORTS LOCAL HIGH SCHOOL PROGRAMS AND SUPPORT LOCAL AT-RISK YOUTH PROGRAMS--
CONTRIBUTES TO ORGANIZATIONS DEDICATED TO THE IMPROVEMENT OF THE ENVIRONMENT.--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DOUG DONAHUETreasurer-$0--
TJ JULIENTrustee-$0--
LINDA SIOUX STENSONPresident-$0--
DOROTHY CADASecretary-$0--
JOHN FREEMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Thompson Valley Rotary Foundation
EIN
20-6533639
Phone
9706637219
Address
PO BOX 7093, LOVELAND, CO 80539

Signing Officer

Name
Doug Donahue
Title
Treasurer
Phone
9706690552
Signed
2016-10-28

Preparer

Firm
Lindsay Cantley CPA
Address
6295 BLUFF LN, LOVELAND, CO 80537
Preparer
Lindsay Cantley
Phone
9702189531
Supplemental Narrative

Additional Explanations

Form 990-ez, Page 1, Item C

“Thompson valley rotary foundation”

Form 990-ez, Part II, Line 24

“Other loans receivable 0 10,000 cost/market adjustments 1,824 1,310 total 1,824 11,310”

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 Appendix157 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.

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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SaleOfAssetsGrossAmt011175
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IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt02
IRS990ScheduleA/SupportedOrganizationsTotalCnt02
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt11000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0COLORADO CHRISTIAN UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1WESLEYAN UNIVERSITY OF NEBRASKA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THOMPSON VALLEY ROTARY FOUNDATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OTHER LOANS RECEIVABLE 0 10,000 COST/MARKET ADJUSTMENTS 1,824 1,310 TOTAL 1,824 11,310
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THOMPSON 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 II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09706690552
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMPSON VALLEY ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0206533639
ReturnHeader/Filer/PhoneNum09706637219
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LINDSAY CANTLEY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-10-31T18:08:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$194,979
Liabilities
-
Net assets
$194,868
Revenue
$9,969
Expenses
$2,000
Net income
$7,969
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