Civic Intelligence

Winter Park-Fraser Valley Rotary Foundation Inc

990EZ • Fiscal year 2016 • EIN 20-8279292

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 04, 2016

PO Box 745Winter Park, CO 80482

(970) 726-8044

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

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

Liabilities / Revenue

55th percentile

0.00x

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

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

Net Margin

58th percentile

6.7%

Higher net margin than 58% 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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$23,768

No earlier filing loaded for comparison.

Net Assets

$23,768

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$98,730

No earlier filing loaded for comparison.

Expenses

$92,148

No earlier filing loaded for comparison.

Net Income

$6,582

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$23,768
Liabilities$0
Net Assets$23,768

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$98,730
Expenses$92,148
Net Income$6,582
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 4, 2016
Return Version
2015v2.1
Gross Receipts
$100,674
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
Circus - Fundraiser to raise funds to donate to various local, district and international humanitarian projects and organizations. Also provides event to bring in visitors to promote economy of Winter Park, CO.$0$51,707
Wipeout - Annual fundraiser to raise funds to donate to various local, district and international humanitarian projects and organizations. Also provides event to bring in visitors to promote economy of Winter Park, CO.$0$20,983
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Shanna LalleyPresident-$0--
Steve RadcliffTreasurer-$0--
Martin GustafsonSecretary-$0--
Richard CiminoSpeaker Chair-$0--
Lloyd WaldronYouth Service Project Chair-$0--
Mark LundGrants Chair-$0--
Stewart GoldenbergMember At Large-$0--
Nicole YoungAssistant Treasurer-$0--
Brad SmithMember At Large-$0--
Philip VandernailFoundation Chair-$0--
Clark LipscombMember At Large-$0--
Robin WirsingVolunteer Coordinator Chair-$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
Treasurer
Title
Treasurer
Phone
9707268044
Signed
2016-11-04
Discuss with paid preparer
Yes

Preparer

Firm
DAPCPA Pope & Associates 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: 12.

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

Description: Ecuador Expenses. Amount: 1895. Description: Wipeout Expenses. Amount: 20983. Description: Supplies. Amount: 77. Description: Contributions. Amount: 16026. Description: Bingo Bar Expense. Amount: 1460. Total to Form 990-EZ, line 16: 40441.

Raw XML Appendix198 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/BooksInCareOfDetail/PhoneNum09707268044
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Winter Park
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Shanna Lalley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Steve Radcliff
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Martin Gustafson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Richard Cimino
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Lloyd Waldron
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Mark Lund
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Stewart Goldenberg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Nicole Young
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Brad Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9Philip Vandernail
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10Clark Lipscomb
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11Robin Wirsing
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Speaker Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Youth Service Project Chair
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Member at Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Assistant Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Member at Large
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9Foundation Chair
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To raise funds for local, district, and international humanitarian projects and organizations
IRS990EZ/ProgramServiceRevenueAmt03483
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Circus - Fundraiser to raise funds to donate to various local, district and international humanitarian projects and organizations. Also provides event to bring in visitors to promote economy of Winter Park, CO.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt020983
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt151707
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt05465
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt092148
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IRS990EZ/TotalRevenueAmt098730
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt089770
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt026850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0116620
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09
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IRS990ScheduleA/PublicSupportTotal170Amt0116620
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt089770
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt026850
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0116620
IRS990ScheduleA/TotalSupportAmt0116641
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 12.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Ecuador Expenses. Amount: 1895. Description: Wipeout Expenses. Amount: 20983. Description: Supplies. Amount: 77. Description: Contributions. Amount: 16026. Description: Bingo Bar Expense. Amount: 1460. Total to Form 990-EZ, line 16: 40441.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16 - Other Expenses
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Treasurer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09707268044
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-11-04
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/PreparerFirmGrp/PreparerFirmEIN0202765990
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DAPCPA Pope & Associates 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/ReturnTs02016-11-09T12:05:11-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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Filings