Civic Intelligence

Winter Park-Fraser Valley Rotary Foundation Inc

EIN 20-8279292 • 501(c)3 • Winter Park, CO

Profile

To raise funds for local, district, and international humanitarian projects and organizations

PO Box 745Winter Park, CO 80482

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

20th percentile

-28%

Higher net margin than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

23rd percentile

-34%

Faster asset growth than 23% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

39th percentile

-11%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$15,015

Down $7,611 (-34%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$15,015

Down $7,611 (-34%) from 2017

Operations
Liabilities / Revenue61st percentileNet Margin20th percentile

Revenue

Down

$27,220

Down $3,307 (-11%) from 2017

Expenses

Up

$34,831

Up $3,162 (+10.0%) from 2017

Net Income

Down

-$7,611

Down $6,469 (-566%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2016: $23,768Liabilities 2016: $0Net Assets 2016: $23,7682016Assets 2017: $22,626Liabilities 2017: $0Net Assets 2017: $22,6262017Assets 2018: $15,015Liabilities 2018: $0Net Assets 2018: $15,0152018

Highlighted filing

2018

Assets$15,015
Liabilities$0
Net Assets$15,015
Open 2018 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2016: $98,730Expenses 2016: $92,148Net Income 2016: $6,5822016Revenue 2017: $30,527Expenses 2017: $31,669Net Income 2017: -$1,1422017Revenue 2018: $27,220Expenses 2018: $34,831Net Income 2018: -$7,6112018

Highlighted filing

2018

Revenue$27,220
Expenses$34,831
Net Income-$7,611
Open 2018 Filing

Filings

Most recent year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,015
Liabilities
$0
Net assets
$15,015
Revenue
$27,220
Expenses
$34,831
Net income
-$7,611
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$15.0$0.00$15.0$27.2$34.8$7.61
2017Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$30.5$31.7$1.14
2016Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$98.7$92.1$6.58
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Aug 16, 2018
Return Version
2017v2.3
Gross Receipts
$27,367
Mission and Program Overview

Mission

To raise funds for local, district, and international humanitarian projects and organizations

Program Services

DescriptionGrantsExpenses
Bingo - Fundraiser to raise funds to donate to various local, district and international humanitarian projects and organizations. Also provides an event to bring in visitors to promote economy of Winter Park, CO.$0$147
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peggy SmithPresident-$0--
Steve RadcliffPresident-Elect-$0--
Martin GustafsonSecretary-$0--
Nicole YoungTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Winter Park-Fraser Valley Rotary
EIN
20-8279292
Phone
9707268044
Address
PO Box 745, Winter Park, CO 80482

Signing Officer

Name
Nicole Young
Title
Treasurer
Phone
9707268044
Signed
2018-08-16
Discuss with paid preparer
Yes

Preparer

Firm
DAPCPA Pope Young & Bohall LLC
Address
PO Box 189, Winter Park, CO 80482
Preparer
Nicole L Young CPA
Phone
9707268044
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

“Description: Interest Income. Amount: 5.”

Form 990-EZ, Part I, Line 8 - Other Revenue

“Description: Other Income. Amount: 1222.”

Form 990-EZ, Part I, Line 16 - Other Expenses

“Description: Supplies. Amount: 85. Description: Contributions. Amount: 34746. Total to Form 990-EZ, line 16: 34831.”

Form 990-EZ, Part II, Line 24 - Other Assets

“Description: Accounts Receivable. Beg. of Year Amount: 0. End of Year Amount: 1585.”

Raw XML Appendix160 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Nicole Young
IRS990EZ/BooksInCareOfDetail/PhoneNum09707268044
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt037 Cooper Creek Way
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Winter Park
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080482
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022626
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt013430
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt014933
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-7611
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt022626
IRS990EZ/Form990TotalAssetsGrp/EOYAmt015015
IRS990EZ/GamingGrossIncomeAmt011207
IRS990EZ/GrossReceiptsAmt027367
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt05
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt022626
IRS990EZ/NetAssetsOrFundBalancesEOYAmt015015
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt022626
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt015015
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Peggy Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Steve Radcliff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Martin Gustafson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Nicole Young
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01585
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt034831
IRS990EZ/OtherRevenueTotalAmt01222
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To raise funds for local, district, and international humanitarian projects and organizations
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Bingo - Fundraiser to raise funds to donate to various local, district and international humanitarian projects and organizations. Also provides an event to bring in visitors to promote economy of Winter Park, CO.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0147
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt0147
IRS990EZ/SpecialEventsNetIncomeLossAmt011060
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt034831
IRS990EZ/TotalProgramServiceExpensesAmt0147
IRS990EZ/TotalRevenueAmt027220
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014933
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt089770
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt026850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0144503
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt034
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt0144503
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014933
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012950
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt089770
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt026850
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0144503
IRS990ScheduleA/TotalSupportAmt0144537
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 5.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Other Income. Amount: 1222.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Supplies. Amount: 85. Description: Contributions. Amount: 34746. Total to Form 990-EZ, line 16: 34831.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Description: Accounts Receivable. Beg. of Year Amount: 0. End of Year Amount: 1585.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part II, Line 24 - Other Assets
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Nicole Young
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09707268044
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Winter Park-Fraser Valley Rotary
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WINT
ReturnHeader/Filer/EIN0208279292
ReturnHeader/Filer/PhoneNum09707268044
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 745
ReturnHeader/Filer/USAddress/CityNm0Winter Park
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080482
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId050766B879C618746F251B57092A1DC20E13E9FEF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId050766B879C618746F251B57092A1DC20E13E9FEF
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.161.141.80
ReturnHeader/FilingSecurityInformation/IPDt02018-08-16
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm010:04:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202765990
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAPCPA Pope Young & Bohall LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 189
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Winter Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080482
ReturnHeader/PreparerPersonGrp/PhoneNum09707268044
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Nicole L Young CPA
ReturnHeader/ReturnTs02018-08-17T16:58:18-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.