Civic Intelligence

Thompson Valley Rotary Club Foundation

990 • Fiscal year 2021 • EIN 20-6533639

Jul 01, 2020 to Jun 30, 2021 • Filed on May 04, 2022

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

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

79th percentile

0.10x

Higher debt load relative to revenue than 79% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

77th percentile

40%

Faster asset growth than 77% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

575%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$302,817

Up $85,822 (+40%) from 2020

Net Assets

Up

$292,817

Up $85,849 (+41%) from 2020

Liabilities

Down

$10,000

Down $27 (-0.3%) from 2020

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin96th percentile

Revenue

Up

$101,668

Up $86,595 (+575%) from 2020

Expenses

Down

$15,819

Down $19,878 (-56%) from 2020

Net Income

Up

$85,849

Up $106,473 (+516%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2021

Assets$302,817
Liabilities$10,000
Net Assets$292,817
Open 2021 Filing

Operations Trend

Revenue Growth97th 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

2021

Revenue$101,668
Expenses$15,819
Net Income$85,849
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 4, 2022
Return Version
2020v4.0
Gross Receipts
$495,761
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$206,968$292,817▲ $85,849
Investments in Publicly Traded Securities$178,315$225,256▲ $46,941
Cash and Non-Interest-Bearing Accounts$35,663$60,109▲ $24,446
Accounts Receivable$267$0▼ $267
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$216,995$302,817▲ $85,822
Other Assets Total$2,750$17,452▲ $14,702
Liabilities
Unsecured Notes Loans Payable$10,000$10,000→ $0
Accounts Payable and Accrued Expenses$27--
Total Liabilities$10,027$10,000▼ $27
Net Assets / Fund Balance
Total Net Assets Fund Balance$206,968$292,817▲ $85,849
Total Liabilities and Net Assets / Fund Balance$216,995$302,817▲ $85,822

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$17,452--
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
$0
Program Service Revenue
$0
Investment Income
$50,091
Other Revenue
$51,577
Change in Net Assets
$85,849
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,000
Other Expenses$819
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$15,000--$15,000
Fees for Service Investment Mgmnt Fees-$551-$551
Fees for Services Other$268--$268
Total Functional Expenses$15,268$551$0$15,819
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Loveland Rotary ClubLoveland, CO-Support Club Giving$7,500
Thompson Valley Rotary ClubLoveland, CO-Support Club Giving$7,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$296,578
Fundraising Direct Expenses$245,001
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
GOVERNOR'S ART SHOW$296,578$296,578$245,001$51,577
Total Events$296,578$296,578$245,001$51,577
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
2022-05-04

Organization Details

Formed
2005
Legal Domicile
Co
Voting Board Members
5
Independent Board Members
0
Employees
0
Raw XML Appendix379 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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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1THOMPSON VALLEY ROTARY CLUB
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0697 DENVER AVE
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DOUG DONAHUE
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ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$302,817
Liabilities
$10,000
Net assets
$292,817
Revenue
$101,668
Expenses
$15,819
Net income
$85,849
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