Civic Intelligence

Breckenridge Mountain Rotary Foundation

EIN 27-4455430 • 501(c)3 • Breckenridge, CO

Profile

To provide for local and international service projects of a humanitarian nature.

PO Box 295Breckenridge, CO 80424

www.breckenridgemountainrotary.com

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.04x

Higher debt load relative to assets than 73% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

82nd percentile

30%

Higher net margin than 82% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

86th percentile

45%

Faster asset growth than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

25th percentile

-31%

Faster revenue growth than 25% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$30,341

Up $9,359 (+45%) from 2014

Liabilities

Up

$1,080

Up $1,080 from 2014

Net Assets

Up

$29,261

Up $8,279 (+39%) from 2014

Revenue

Down

$27,684

Down $12,569 (-31%) from 2014

Expenses

Down

$19,405

Down $638 (-3.2%) from 2014

Net Income

Down

$8,279

Down $11,931 (-59%) from 2014

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2014: $20,982Liabilities 2014: $0Net Assets 2014: $20,9822014Assets 2015: $30,341Liabilities 2015: $1,080Net Assets 2015: $29,2612015

Highlighted filing

2015

Assets$30,341
Liabilities$1,080
Net Assets$29,261

Operations Trend

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

$60K$40K$20K$0Revenue 2014: $40,253Expenses 2014: $20,043Net Income 2014: $20,2102014Revenue 2015: $27,684Expenses 2015: $19,405Net Income 2015: $8,2792015

Highlighted filing

2015

Revenue$27,684
Expenses$19,405
Net Income$8,279

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 16, 2016
Return Version
2014v6.0
Gross Receipts
$27,934
Mission and Program Overview

Mission

To provide for local and international service projects of a humanitarian nature.

Program Services

DescriptionGrantsExpenses
TO PROVIDE A SAFE PROM NIGHT ALTERNATIVE TO AREA YOUTH THAT IS IN AN ALCOHOL AND DRUG FREE ENVIRONMENT.$6,352$9,646
THE PRIMARY ACTIVITY IS TO RAISE AND DISTRIBUTE FUNDS THROUGH THE USE OF MEMBER VOLUNTEERS IN SUPPORT OF LOCAL AND NATIONAL CHARITABLE ORGANIZATIONS THAT PROMOTE THE IDEALS OF ROTARY INTERNATIONAL.$0$5,975
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBIN DRABANTPresidentPT$0--
JENNIFER KERMODESecretaryPT$0--
TODD BARSONPast PresidentPT$0--
DONALD JONESTreasurerPT$0--
Filing and Contact Details

Filer

Filer Name
Breckenridge Mountain Rotary Foundation
EIN
27-4455430
Phone
9706685707
Address
PO BOX 295, BRECKENRIDGE, CO 80424

Signing Officer

Name
Donald Jones
Title
Treasurer
Phone
9703894938
Signed
2016-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Harker Neumaier Associates LLC
Address
PO BOX 628, FRISCO, CO 80443
Preparer
Kevin Neumaier
Phone
9706685707
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: guatamala literacy project. Grantee relationship: no relationship. Date of gift: 01/20/15. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: high country soccer association. Grantee relationship: no relationship. Date of gift: 04/21/15. Amount given: 225.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: summit rotary - honduras project. Grantee relationship: no relationship. Date of gift: 06/30/15. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: rotary foundation. Grantee relationship: no relationship. Date of gift: 08/05/14. Amount given: 1,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: colorado mountain college. Grantee relationship: no relationship. Date of gift: various. Amount given: 3,750. Total included on form 990-ez, line 10: 5,975.

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

Description: continuing education - catherine norrie fund. Amount: 405. Description: dues & subscriptions. Amount: 150. Description: program expense - prom night. Amount: 9,646. Description: program expense - student exchange. Amount: 1,725. Total to form 990-ez, line 16: 11,926.

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

Description: edward jones unrestricted. Beg. Of year amount: 2,000. End of year amount: 7,000. Description: edwartd jones catherine norrie. Beg. Of year amount: 14,000. End of year amount: 14,000.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: due to bmr. Beg. Of year amount: 0. End of year amount: 1,080.

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.

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IRS990EZ/BooksInCareOfDetail/PhoneNum09703894938
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BRECKENRIDGE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBIN DRABANT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JENNIFER KERMODE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TODD BARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DONALD JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt021000
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt011926
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FOR LOCAL AND INTERNATIONAL SERVICE PROJECTS OF A HUMANITARIAN NATURE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PRIMARY ACTIVITY IS TO RAISE AND DISTRIBUTE FUNDS THROUGH THE USE OF MEMBER VOLUNTEERS IN SUPPORT OF LOCAL AND NATIONAL CHARITABLE ORGANIZATIONS THAT PROMOTE THE IDEALS OF ROTARY INTERNATIONAL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO PROVIDE A SAFE PROM NIGHT ALTERNATIVE TO AREA YOUTH THAT IS IN AN ALCOHOL AND DRUG FREE ENVIRONMENT.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt19646
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt074287
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: GUATAMALA LITERACY PROJECT. GRANTEE RELATIONSHIP: NO RELATIONSHIP. DATE OF GIFT: 01/20/15. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: HIGH COUNTRY SOCCER ASSOCIATION. GRANTEE RELATIONSHIP: NO RELATIONSHIP. DATE OF GIFT: 04/21/15. AMOUNT GIVEN: 225.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: . GRANTEE NAME: SUMMIT ROTARY - HONDURAS PROJECT. GRANTEE RELATIONSHIP: NO RELATIONSHIP. DATE OF GIFT: 06/30/15. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: . GRANTEE NAME: ROTARY FOUNDATION. GRANTEE RELATIONSHIP: NO RELATIONSHIP. DATE OF GIFT: 08/05/14. AMOUNT GIVEN: 1,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: . GRANTEE NAME: COLORADO MOUNTAIN COLLEGE. GRANTEE RELATIONSHIP: NO RELATIONSHIP. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 3,750. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 5,975.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5DESCRIPTION: CONTINUING EDUCATION - CATHERINE NORRIE FUND. AMOUNT: 405. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 150. DESCRIPTION: PROGRAM EXPENSE - PROM NIGHT. AMOUNT: 9,646. DESCRIPTION: PROGRAM EXPENSE - STUDENT EXCHANGE. AMOUNT: 1,725. TOTAL TO FORM 990-EZ, LINE 16: 11,926.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: EDWARD JONES UNRESTRICTED. BEG. OF YEAR AMOUNT: 2,000. END OF YEAR AMOUNT: 7,000. DESCRIPTION: EDWARTD JONES CATHERINE NORRIE. BEG. OF YEAR AMOUNT: 14,000. END OF YEAR AMOUNT: 14,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DESCRIPTION: DUE TO BMR. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 1,080.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
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/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DONALD JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09703894938
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRECKENRIDGE MOUNTAIN ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BREC
ReturnHeader/Filer/EIN0274455430
ReturnHeader/Filer/PhoneNum09706685707
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 628
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080443
ReturnHeader/PreparerPersonGrp/PhoneNum09706685707
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN NEUMAIER
ReturnHeader/ReturnTs02016-05-16T10:54:14-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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