Civic Intelligence

Rotary International District 5470

EIN 23-7310627 • 501(c)4 • Colorado Springs, CO

Profile

The mission of rotary international is to encourage and foster the ideal of service as a basis of worth enterprise, development of acquaintance, high ethical standards, ideals of service and advancement of international understanding. This mission is accomplished through the numerous rotary clubs and districts around the world. Rotary international district 5470 in southern and western colorado is one of the rotary international districts established to help accomplish the rotary mission.

PO Box 38343Colorado Springs, CO 80937

www.rotary5470.org

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)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

60th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

41st percentile

-2.1%

Higher net margin than 41% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

32nd percentile

-11%

Faster asset growth than 32% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

47th percentile

-1.6%

Faster revenue growth than 47% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2022 to 2025

Assets

Down

$93,073

Down $5,485 (-5.6%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$93,073

Down $5,485 (-5.6%) from 2024

Revenue

Up

$263,770

Up $649 (+0.2%) from 2024

Expenses

Down

$269,255

Down $6,333 (-2.3%) from 2024

Net Income

Up

-$5,485

Up $6,982 (+56%) from 2024

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2016: $153,308Liabilities 2016: $17,046Net Assets 2016: $136,2622016Assets 2017: $198,326Liabilities 2017: $18,052Net Assets 2017: $180,2742017Assets 2018: $232,838Liabilities 2018: $33,503Net Assets 2018: $199,3352018Assets 2019: $196,209Liabilities 2019: $19,508Net Assets 2019: $176,7012019Assets 2020: $149,878Liabilities 2020: $0Net Assets 2020: $149,8782020Assets 2021: $194,146Liabilities 2021: $1,956Net Assets 2021: $192,1902021Assets 2022: $131,077Liabilities 2022: $622Net Assets 2022: $130,4552022Assets 2023: $111,025Liabilities 2023: $0Net Assets 2023: $111,0252023Assets 2024: $98,558Liabilities 2024: $0Net Assets 2024: $98,5582024Assets 2025: $93,073Liabilities 2025: $0Net Assets 2025: $93,0732025

Highlighted filing

2025

Assets$93,073
Liabilities$0
Net Assets$93,073

Operations Trend

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

$400K$200K$0-$200KRevenue 2016: $251,742Expenses 2016: $210,238Net Income 2016: $41,5042016Revenue 2017: $252,686Expenses 2017: $208,674Net Income 2017: $44,0122017Revenue 2018: $251,081Expenses 2018: $201,893Net Income 2018: $49,1882018Revenue 2019: $224,259Expenses 2019: $229,260Net Income 2019: -$5,0012019Revenue 2020: $227,253Expenses 2020: $254,076Net Income 2020: -$26,8232020Revenue 2021: $203,312Expenses 2021: $161,000Net Income 2021: $42,3122021Revenue 2022: $277,191Expenses 2022: $338,926Net Income 2022: -$61,7352022Revenue 2023: $268,793Expenses 2023: $288,223Net Income 2023: -$19,4302023Revenue 2024: $263,121Expenses 2024: $275,588Net Income 2024: -$12,4672024Revenue 2025: $263,770Expenses 2025: $269,255Net Income 2025: -$5,4852025

Highlighted filing

2025

Revenue$263,770
Expenses$269,255
Net Income-$5,485

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$263,770
Mission and Program Overview

Mission

The mission of rotary international is to encourage and foster the ideal of service as a basis of worth enterprise, development of acquaintance, high ethical standards, ideals of service and advancement of international understanding. This mission is accomplished through the numerous rotary clubs and districts around the world. Rotary international district 5470 in southern and western colorado is one of the rotary international districts established to help accomplish the rotary mission.

The mission of rotary international district 5470 is to assist and support the individual distirct rotary clubs, provide service to others, promote integrity and advance understanding,goodwill and fellowship.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$98,558$93,073▼ $5,485
Savings and Temporary Cash Investments$77,786$75,715▼ $2,071
Cash and Non-Interest-Bearing Accounts$20,772$17,358▼ $3,414
Accounts Receivable-$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-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$98,558$93,073▼ $5,485
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$98,558$93,073▼ $5,485
Total Liabilities and Net Assets / Fund Balance$98,558$93,073▼ $5,485

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$2,839$2,839
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rick SmithFinance Chair
Maile FosterAdmin & Mgt
Donna HoodDist Gov Elect
Barb BowmanDist Gov Nomine
Maile FosterDist Governor
Sam KevanFoundation Chai
Michael CoplanIntl Services
Nick AdamsMembership Chai
Whittney Smyth-smithPast Dist Gov
Mari GarlandSecretary
Janna HaasTreasurer
Ann HarrisVice Governor
Revenue and Support

Revenue Composition

Contributions and Grants
$214,145
Program Service Revenue
$49,618
Investment Income
$7
Other Revenue
$0
Change in Net Assets
$-5,485
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$146,150
Grants and Similar Amounts Paid$102,250
Salaries, Compensation, and Employee Benefits$20,855
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$102,250--$102,250
Conferences and Meetings$50,191--$50,191
Other Salaries and Wages-$20,855-$20,855
Office Expenses-$9,373-$9,373
Information Technology-$6,997-$6,997
Other Expenses$33,380$6,894-$6,894
Fees for Services Other-$3,223-$3,223
Fees for Services Accounting-$685-$685
Total Functional Expenses$185,821$83,434$0$269,255
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Grand Junction Rotary ClubGrand Junction, CO-Fund Neighborhood Youth Programs$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign 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
Yes
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, Section B, Line 11B

The complete form 990 is reviewed by the rotary district 5470 finance committee prior to filing the return with the internal revenue service.

Form 990, Part VI, Section C, Line 19

The governing documents, policies, financial statements and form 990 are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Rotary International District 5470
EIN
23-7310627
Phone
9707592229
Address
PO BOX 38343, COLORADO SPRINGS, CO 80937

Signing Officer

Name
Rick Smith
Title
Finance Chair
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Maile Foster
Formed
1915
Legal Domicile
Co
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
70

Preparer

Firm
Stotler and Young PC
Address
1208 C St, Salida, CO 81201
Preparer
Thomas Mansheim
Phone
7195396621
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0MAILE FOSTER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0CLUB VISITS RI MISSION
IRS990/ProgramServiceRevenueGrp/Desc1PRES. ELECT TRAINING
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt024788
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt124830
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt024788
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt124830
IRS990/ProgSrvcAccomActy2Grp/Desc0DISTRICT CONFERENCE,ASSEMBLY AND TRAINING
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt047016
IRS990/ProgSrvcAccomActy3Grp/Desc0PRESIDENT ELECT TRAINING (PETS) FOR ALL DISTRICT PRESIDENTS AND PRESIDENT ELCETS IN ROTARY INTERNATIONAL PURPOSE, CLUB MISSION, PROJECTS, SUPPORT, SERVICE AND ADMINISTRATION
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt033380
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt024830
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ANNUAL ROTARY YOUTH LEADERSHIP ACTIVITIES
IRS990/ProgSrvcAccomActyOtherGrp/Desc1ROTARY CLUB DUES AND FEES PAID TO ROTARY DISTRICT 5470 TO SUPPORT RI DISTRICT TRAINING PROGRAMS,MEMBERSHIP,CLUB PROJECTS AND ADMINISTRATION OF THE DISTRICT
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt03175
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0214079
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0145734
IRS990/PYInvestmentIncomeAmt083
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0108754
IRS990/PYProgramServiceRevenueAmt048959
IRS990/PYRevenuesLessExpensesAmt0-12467
IRS990/PYSalariesCompEmpBnftPaidAmt021100
IRS990/PYTotalExpensesAmt0275588
IRS990/PYTotalRevenueAmt0263121
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-5485
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IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt092250
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt092250
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt098558
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt093073
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt075715
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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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02839
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02839
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUND NEIGHBORHOOD YOUTH PROGRAMS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GRAND JUNCTION ROTARY CLUB
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02730 G RD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0GRAND JUNCTION
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd081506
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ROTARY DISTRICT 5470 GRANTS COMMITTEE REVIEWS AND APPROVES ALL DISTRICT ROTARY INTERNATIONAL GRANT REQUESTS FROM DISTRICT ROTARY CLUBS. THE COMMITTEE MEMBERS ENSURE REQUESTED FUNDS ARE FOR PROJECTS THAT BENEFIT THE LOCAL COMMUNITY AND MEET ROTARY INTERATIONAL GRANT GUIDELINES. THE RECIPIENT ROTARY CLUBS ARE REQUIRED TO FILE FINAL REPORTS WITH THE COMMITTEE SUBSTANTIATING HOW THE FUNDS WERE DISBURSED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Additional Supplemental Information
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IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COMPLETE FORM 990 IS REVIEWED BY THE ROTARY DISTRICT 5470 FINANCE COMMITTEE PRIOR TO FILING THE RETURN WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING DOCUMENTS, POLICIES, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt093073
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IRS990/TotalAssetsGrp/EOYAmt093073
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0185821
IRS990/TotalFunctionalExpensesGrp/TotalAmt0269255
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt093073
IRS990/TotalOtherProgSrvcExpenseAmt03175
IRS990/TotalProgramServiceExpensesAmt0185821
IRS990/TotalProgramServiceRevenueAmt049618
IRS990/TotalRevenueGrp/ExclusionAmt07
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt049618
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0263770
IRS990/TotalVolunteersCnt070
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt098558
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt093073
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 38343
IRS990/USAddress/CityNm0COLORADO SPRINGS
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080937
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0www.rotary5470.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FINANCE CHAIR
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY INTERNATIONAL DISTRICT 5470

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