Civic Intelligence

Thompson Valley Rotary Club Foundation

990 • Fiscal year 2019 • EIN 20-6533639

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 23, 2020

Organization ProfileN/A
PO Box 7093Loveland, CO 80539

(970) 663-2020

Siviq Scores

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

Liabilities / Assets

77th percentile

0.08x

Higher debt load relative to assets than 77% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

88th percentile

0.22x

Higher debt load relative to revenue than 88% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

68th percentile

13%

Higher net margin than 68% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

54th percentile

4.5%

Faster asset growth than 54% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

72nd percentile

19%

Faster revenue growth than 72% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets77th percentile

Assets

Up

$247,346

Up $10,625 (+4.5%) from 2018

Net Assets

Up

$227,592

Up $11,755 (+5.4%) from 2018

Liabilities

Down

$19,754

Down $1,130 (-5.4%) from 2018

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin68th percentile

Revenue

Up

$90,002

Up $14,680 (+19%) from 2018

Expenses

Up

$78,247

Up $1,583 (+2.1%) from 2018

Net Income

Up

$11,755

Up $13,097 (+976%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2019

Assets$247,346
Liabilities$19,754
Net Assets$227,592
Open 2019 Filing

Operations Trend

Revenue Growth72nd 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

2019

Revenue$90,002
Expenses$78,247
Net Income$11,755
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 23, 2020
Return Version
2018v3.1
Gross Receipts
$423,441
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$215,837$227,592▲ $11,755
Investments in Publicly Traded Securities$138,829$172,887▲ $34,058
Cash and Non-Interest-Bearing Accounts$65,592$69,169▲ $3,577
Accounts Receivable$5,076$5,335▲ $259
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$236,721$247,346▲ $10,625
Other Assets Total$27,224$-45▼ $27,269
Liabilities
Unsecured Notes Loans Payable$10,000$10,000→ $0
Other Liabilities$6,018$9,259▲ $3,241
Accounts Payable and Accrued Expenses$4,866$495▼ $4,371
Total Liabilities$20,884$19,754▼ $1,130
Net Assets / Fund Balance
Total Net Assets Fund Balance$215,837$227,592▲ $11,755
Total Liabilities and Net Assets / Fund Balance$236,721$247,346▲ $10,625
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
John FreemanPresident
Joe PuglieseTrustee
Kathy BoedingTrustee
Linda BowerTrustee
Doug DonahueTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$48,500
Program Service Revenue
$0
Investment Income
$9,477
Other Revenue
$32,025
All Other Contributions
$48,500
Change in Net Assets
$11,755
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$49,247
Grants and Similar Amounts Paid$29,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$49,172--$49,172
Grants to Domestic Orgs$29,000--$29,000
Fees for Services Other$75--$75
Total Functional Expenses$78,247$0$0$78,247
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Loveland Rotary ClubLoveland, CO501(c)(4)Support Club Giving$14,500
Thompson Valley Rotary ClubLoveland, CO501(c)(4)Support Club Giving$14,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$190,227
Fundraising Direct Expenses$158,202
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
GOVERNOR'S ART SHOW$190,227$190,227$158,202$32,025
Total Events$190,227$190,227$158,202$32,025
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Sales Tax Payable$9,259
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Form 990 is prepared by a nonpaid cpa firm and reviewed by a nonpaid cpa.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Thompson Valley Rotary Foundation
EIN
20-6533639
Phone
9706632020
Address
PO BOX 7093, LOVELAND, CO 80539

Signing Officer

Name
Doug Donahue
Title
Treasurer
Signed
2020-01-23

Organization Details

Formed
2005
Legal Domicile
Co
Voting Board Members
5
Independent Board Members
0
Employees
0
Raw XML Appendix397 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE BOARD OF DIRECTORS OF BOTH ORGANIZATIONS AUTHORIZE AND VERIFY THE CHARITABLE PURPOSE OF FUNDS DONATED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE BOARD OF THE SUPPORTING ORGANIZATION REGULARLY REPORTS TO THE BOARD OF THE SUPPORTED ORGANIZATION AND ALL ACTIVITIES OF THE SUPPORTING ORGANIZATION ARE APPROVED BY THE SUPPORTED ORGANIZATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section A, Line 3c: Explain What Controls The Organization Put In Place
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Part IV, Section C, Line 1: Control Or Management Of Supported Orgs.
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0false
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0841124036
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt014500
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0LOVELAND THOMPSON VALLEY ROTARY CLU
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt014500
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09259
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0SALES TAX PAYABLE
IRS990ScheduleD/TotalLiabilityAmt09259
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0158202
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOVERNOR'S ART SHOW
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0190227
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0190227
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0190227
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0190227
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt032025
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0158202
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0158202
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt014500
IRS990ScheduleI/RecipientTable/CashGrantAmt114500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(4)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(4)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT CLUB GIVING
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT CLUB GIVING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LOVELAND ROTARY CLUB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THOMPSON VALLEY ROTARY CLUB
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0697 DENVER AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 7093
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LOVELAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LOVELAND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd080537
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd180537
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY A NONPAID CPA FIRM AND REVIEWED BY A NONPAID CPA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0236721
IRS990/TotalAssetsEOYAmt0247346
IRS990/TotalAssetsGrp/BOYAmt0236721
IRS990/TotalAssetsGrp/EOYAmt0247346
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt048500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt078247
IRS990/TotalFunctionalExpensesGrp/TotalAmt078247
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt020884
IRS990/TotalLiabilitiesEOYAmt019754
IRS990/TotalLiabilitiesGrp/BOYAmt020884
IRS990/TotalLiabilitiesGrp/EOYAmt019754
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0215837
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0227592
IRS990/TotalProgramServiceExpensesAmt078247
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt09477
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt090002
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0236721
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0247346
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt010000
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt010000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 7093
IRS990/USAddress/CityNm0LOVELAND
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080539
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUG DONAHUE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-01-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THOMPSON VALLEY ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0206533639
ReturnHeader/Filer/PhoneNum09706632020
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 7093
ReturnHeader/Filer/USAddress/CityNm0LOVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080539
ReturnHeader/ReturnTs02020-01-23T10:48:06-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$247,346
Liabilities
$19,754
Net assets
$227,592
Revenue
$90,002
Expenses
$78,247
Net income
$11,755
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