Liabilities / Assets
70th percentile
Higher debt load relative to assets than 70% of similar nonprofits.
Thompson Valley Rotary Club Foundation
990EZ • Fiscal year 2020 • EIN 20-6533639
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.05x
Liabilities / Revenue
92nd percentile
Higher debt load relative to revenue than 92% of similar nonprofits.
Net Margin
6th percentile
Higher net margin than 6% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
25th percentile
Faster asset growth than 25% of similar nonprofits.
Revenue Growth
7th percentile
Faster revenue growth than 7% of similar nonprofits.
Balance Sheet
Assets
Down$216,995
Down $30,351 (-12%) from 2019
Net Assets
Down$206,968
Down $20,624 (-9.1%) from 2019
Liabilities
Down$10,027
Down $9,727 (-49%) from 2019
Revenue And Expenses
Revenue
Down$15,073
Down $74,929 (-83%) from 2019
Expenses
Down$35,697
Down $42,550 (-54%) from 2019
Net Income
Down-$20,624
Down $32,379 (-275%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2019 to Jun 30, 2020
- Signed
- May 11, 2021
- Return Version
- 2019v5.0
- Gross Receipts
- $151,436
Mission and Program Overview
Mission
Thompson valley rotary foundation supports community programs that benefit disadvantaged community members as well as low-income citizens.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| SUPPORTS COMMUNITY PROGRAMS THAT BENEFIT DISADVANTAGED COMMUNITY MEMBERS AS WELL AS LOW-INCOME CITIZENS. | $35,697 | - |
| PROVIDES SCHOLARSHIPS, SUPPORTS LOCAL HIGH SCHOOL PROGRAMS AND SUPPORTS LOCAL AT-RISK YOUTH PROGRAMS. | - | - |
| CONTRIBUTES TO ORGANIZATIONS DEDICATED TO THE IMPROVEMENT OF THE ENVIRONMENT. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DOUG DONAHUE | Treasurer | - | $0 | - | - |
| JOE PUGLIESE | Trustee | - | $0 | - | - |
| LINDA BOWER | Trustee | - | $0 | - | - |
| KATHY BOEDING | Trustee | - | $0 | - | - |
| JOHN FREEMAN | President | - | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| GOVERNOR'S ART SHOW | $36,336 | $36,336 | $34,519 | $1,817 |
| Total Events | $36,336 | $36,336 | $34,519 | $1,817 |
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
- 2021-05-11
Supplemental Narrative
Additional Explanations
Grants and Similar Amounts Paid In Excess of $5,000.1
“| Donee's Name: THOMPSON VALLEY ROTARY CLUB LOVELAND CO 80537 | Cash Amount Given: $17500”
Grants and Similar Amounts Paid In Excess of $5,000.2
“| Donee's Name: LOVELAND ROTARY CLUB LOVELAND CO 80537 | Cash Amount Given: $17500”
Other Assets.1005
“Accounts Receivable - Beginning $5335 Accounts Receivable - Ending $267”
Other Assets.1
“MARKET ADJUSTMENT - Beginning $-45 MARKET ADJUSTMENT - Ending $2750”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $495 Accounts Payable and Accrued Expenses - Ending $27”
Total Liabilities.1008
“Unsecured Notes and Loans Payable - Beginning $10000 Unsecured Notes and Loans Payable - Ending $10000”
Total Liabilities.1
“SALES TAX PAYABLE - Beginning $9259 SALES TAX PAYABLE - Ending $0”
Raw XML Appendix168 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 |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | DOUG DONAHUE |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9706690552 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2419 LAKE DR |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | LOVELAND |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CO |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 80538 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 242056 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 213978 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 6000 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 101844 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -20624 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 697 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 247346 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 216995 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 36336 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | -809 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 35000 |
| IRS990EZ/GrossReceiptsAmt | 0 | 151436 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 8065 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 227592 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 206968 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 227592 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 206968 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DOUG DONAHUE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | JOE PUGLIESE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | LINDA BOWER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | KATHY BOEDING |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | JOHN FREEMAN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | President |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 5290 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 3017 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THOMPSON VALLEY ROTARY FOUNDATION SUPPORTS COMMUNITY PROGRAMS THAT BENEFIT DISADVANTAGED COMMUNITY MEMBERS AS WELL AS LOW-INCOME CITIZENS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | SUPPORTS COMMUNITY PROGRAMS THAT BENEFIT DISADVANTAGED COMMUNITY MEMBERS AS WELL AS LOW-INCOME CITIZENS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | PROVIDES SCHOLARSHIPS, SUPPORTS LOCAL HIGH SCHOOL PROGRAMS AND SUPPORTS LOCAL AT-RISK YOUTH PROGRAMS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 2 | CONTRIBUTES TO ORGANIZATIONS DEDICATED TO THE IMPROVEMENT OF THE ENVIRONMENT. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 35697 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 101035 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 34519 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 1817 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 19754 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 10027 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 35697 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 35697 |
| IRS990EZ/TotalRevenueAmt | 0 | 15073 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgQualifiedInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd | 0 | false |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtExclusivelySec170c2BInd | 0 | true |
| IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd | 0 | false |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | THE BOARD OF DIRECTORS OF BOTH ORGANIZATIONS AUTHORIZE AND VERIFY THE CHARITABLE PURPOSE OF FUNDS DONATED. |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 1 | THE 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/FormAndLineReferenceDesc | 0 | Part IV, Section A, Line 3c: Explain What Controls The Organization Put In Place |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 1 | Part IV, Section C, Line 1: Control Or Management Of Supported Orgs. |
| IRS990ScheduleA/MajorityDirTrstSupportedOrgInd | 0 | false |
| IRS990ScheduleA/OtherSupportSumAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrganizationsCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrganizationsTotalCnt | 0 | 1 |
| IRS990ScheduleA/SupportedOrgInformationGrp/EIN | 0 | 841124036 |
| IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd | 0 | false |
| IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd | 0 | 10 |
| IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt | 0 | 0 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt | 0 | 17500 |
| IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt | 0 | LOVELAND THOMPSON VALLEY ROTARY CLU |
| IRS990ScheduleA/SupportingOrganization509a3Ind | 0 | X |
| IRS990ScheduleA/SupportingOrgType2Ind | 0 | X |
| IRS990ScheduleA/SupportSumAmt | 0 | 17500 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 34519 |
| IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm | 0 | GOVERNOR'S ART SHOW |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 36336 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 36336 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 36336 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 36336 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 1817 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 34519 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 34519 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Donee's Name: THOMPSON VALLEY ROTARY CLUB LOVELAND CO 80537 | Cash Amount Given: $17500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | | Donee's Name: LOVELAND ROTARY CLUB LOVELAND CO 80537 | Cash Amount Given: $17500 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Accounts Receivable - Beginning $5335 Accounts Receivable - Ending $267 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | MARKET ADJUSTMENT - Beginning $-45 MARKET ADJUSTMENT - Ending $2750 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Accounts Payable and Accrued Expenses - Beginning $495 Accounts Payable and Accrued Expenses - Ending $27 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Unsecured Notes and Loans Payable - Beginning $10000 Unsecured Notes and Loans Payable - Ending $10000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | SALES TAX PAYABLE - Beginning $9259 SALES TAX PAYABLE - Ending $0 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Grants and Similar Amounts Paid In Excess of $5,000.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Assets.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Assets.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Total Liabilities.1001 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Total Liabilities.1008 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Total Liabilities.1 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DOUG DONAHUE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-05-11 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | THOMPSON VALLEY ROTARY FOUNDATION |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | THOM |
| ReturnHeader/Filer/EIN | 0 | 206533639 |
| ReturnHeader/Filer/PhoneNum | 0 | 9706632020 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 7093 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | LOVELAND |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CO |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 80539 |
| ReturnHeader/ReturnTs | 0 | 2021-05-11T07:22:26-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-06-30 |
| ReturnHeader/TaxYr | 0 | 2019 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $216,995
- Liabilities
- $10,027
- Net assets
- $206,968
- Revenue
- $15,073
- Expenses
- $35,697
- Net income
- -$20,624