Civic Intelligence

Highlands Ranch Rotary Foundation Inc.

990EZ • Fiscal year 2016 • EIN 74-2543537

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 27, 2017

Organization ProfileN/A
7101 S Olive WayCentennial, CO 80112

(303) 601-8729

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

78th percentile

21%

Higher net margin than 78% 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

39th percentile

-2.9%

Faster asset growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

46th percentile

-1.6%

Faster revenue growth than 46% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$170,229

Down $5,003 (-2.9%) from 2015

Net Assets

Down

$170,229

Down $5,003 (-2.9%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin78th percentile

Revenue

Down

$78,256

Down $1,252 (-1.6%) from 2015

Expenses

Up

$61,768

Up $11,551 (+23%) from 2015

Net Income

Down

$16,488

Down $12,803 (-44%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0Assets 2011: $141,263Liabilities 2011: $23,7452011Assets 2012: $137,768Liabilities 2012: $8,2362012Assets 2013: $145,322Net Assets 2013: $145,3222013Assets 2014: $171,615Net Assets 2014: $171,6152014Assets 2015: $175,232Net Assets 2015: $175,2322015Assets 2016: $170,229Net Assets 2016: $170,2292016Assets 2017: $209,425Liabilities 2017: $0Net Assets 2017: $209,4252017Assets 2018: $218,886Liabilities 2018: $23,201Net Assets 2018: $195,6852018Assets 2019: $223,629Liabilities 2019: $30,799Net Assets 2019: $192,8302019Assets 2020: $272,721Liabilities 2020: $54,383Net Assets 2020: $218,3382020Assets 2021: $328,677Liabilities 2021: $48,709Net Assets 2021: $279,9682021Assets 2022: $374,963Liabilities 2022: $115,359Net Assets 2022: $259,6042022Assets 2023: $586,814Liabilities 2023: $287,527Net Assets 2023: $299,2872023Assets 2024: $273,631Liabilities 2024: $1,992Net Assets 2024: $271,6392024Assets 2025: $339,930Liabilities 2025: $30,013Net Assets 2025: $309,9172025

Highlighted filing

2016

Assets$170,229
Liabilities-
Net Assets$170,229
Open 2016 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2011: $43,279Expenses 2011: $34,470Net Income 2011: $8,8092011Revenue 2012: $47,661Expenses 2012: $40,770Net Income 2012: $6,8912012Revenue 2013: $41,928Expenses 2013: $37,538Net Income 2013: $4,3902013Revenue 2014: $63,693Expenses 2014: $47,988Net Income 2014: $15,7052014Revenue 2015: $79,508Expenses 2015: $50,217Net Income 2015: $29,2912015Revenue 2016: $78,256Expenses 2016: $61,768Net Income 2016: $16,4882016Revenue 2017: $75,676Expenses 2017: $59,928Net Income 2017: $15,7482017Revenue 2018: $109,513Expenses 2018: $159,250Net Income 2018: -$49,7372018Revenue 2019: $99,920Expenses 2019: $98,586Net Income 2019: $1,3342019Revenue 2020: $107,424Expenses 2020: $87,905Net Income 2020: $19,5192020Revenue 2021: $137,317Expenses 2021: $107,809Net Income 2021: $29,5082021Revenue 2022: $144,065Expenses 2022: $117,551Net Income 2022: $26,5142022Revenue 2023: $162,608Expenses 2023: $135,657Net Income 2023: $26,9512023Revenue 2024: $609,880Expenses 2024: $659,603Net Income 2024: -$49,7232024Revenue 2025: $209,048Expenses 2025: $176,009Net Income 2025: $33,0392025

Highlighted filing

2016

Revenue$78,256
Expenses$61,768
Net Income$16,488
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 27, 2017
Return Version
2015v3.0
Gross Receipts
$140,620
Mission and Program Overview

Mission

Support local and international charitable organizations

Program Services

DescriptionGrantsExpenses
Support of local add international charitable organizations$1,333$60,435
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jerry WilfordPresident-$0--
William SimmermonTreasurer-$0--
John LoganDirector-$0--
Steve MillerDirector-$0--
Jane KucharskiDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner and auction$81,198$81,198$22,224$58,974
Peach sales$18,228$18,228$13,149$5,079
Total Events$99,426$99,426$35,373$64,053
Filing and Contact Details

Filer

Filer Name
Highlands Ranch Rotary Foundation
EIN
74-2543537
Phone
3036018729
Address
7101 S Olive Way, Centennial, CO 80112

Signing Officer

Name
William Simmermon
Title
Treasurer
Signed
2017-01-27
Discuss with paid preparer
Yes

Preparer

Firm
Neil D DiLorenzo CPA PC
Address
6430 South Quebec Street, Centennial, CO 80111-4628
Preparer
Neil D DiLorenzo
Phone
3037967645
Supplemental Narrative

Additional Explanations

Grants and Similar Amounts Paid In Excess of $5,000.1

“| Donee's Name: Interfaith Community Services | Donee's Address: 3370 S Irving St Englewood CO 80110 | Cash Amount Given: $10000”

Grants and Similar Amounts Paid In Excess of $5,000.29

“| Donee's Name: RYLA | Cash Amount Given: $6300”

Grants and Similar Amounts Paid In Excess of $5,000.34

“| Donee's Name: Various all under $5,000 | Cash Amount Given: $44135”

Other Expenses.1002

“Office Expenses $49”

Other Expenses.1

“other expenses $651”

Other Expenses.2

“merchant fees $387”

Other Expenses.3

“bonding $176”

Other Expenses.4

“bank fees $70”

Raw XML Appendix170 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum03036018729
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Centennial
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080112
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0175232
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IRS990EZ/ContributionsGiftsGrantsEtcAmt02800
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt026991
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IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt016488
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
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IRS990EZ/GrossReceiptsForPublicUseAmt00
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IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jerry Wilford
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1William Simmermon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John Logan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Steve Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Jane Kucharski
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-21491
IRS990EZ/OtherExpensesTotalAmt01333
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Support local and international charitable organizations
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Support of local add international charitable organizations
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01333
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt060435
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt034942
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt035373
IRS990EZ/SpecialEventsNetIncomeLossAmt064053
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061768
IRS990EZ/TotalProgramServiceExpensesAmt01333
IRS990EZ/TotalRevenueAmt078256
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02800
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03003
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04106
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09909
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt09909
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02800
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt03003
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt04106
IRS990ScheduleA/Total509Grp/TotalAmt09909
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt02800
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03003
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt04106
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09909
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035373
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Dinner and auction
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Peach sales
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt081198
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt018228
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt099426
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt081198
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt018228
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt099426
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt064053
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt035373
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt022224
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt013149
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0| Donee's Name: Interfaith Community Services | Donee's Address: 3370 S Irving St Englewood CO 80110 | Cash Amount Given: $10000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1| Donee's Name: RYLA | Cash Amount Given: $6300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2| Donee's Name: Various all under $5,000 | Cash Amount Given: $44135
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Office Expenses $49
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4other expenses $651
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5merchant fees $387
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6bonding $176
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7bank fees $70
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.34
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.4
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Simmermon
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HIGHLANDS RANCH ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HIGH
ReturnHeader/Filer/EIN0742543537
ReturnHeader/Filer/PhoneNum03036018729
ReturnHeader/Filer/USAddress/AddressLine1Txt07101 S Olive Way
ReturnHeader/Filer/USAddress/CityNm0Centennial
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080112
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Neil D DiLorenzo CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06430 South Quebec Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Centennial
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0801114628
ReturnHeader/PreparerPersonGrp/PhoneNum03037967645
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Neil D DiLorenzo
ReturnHeader/ReturnTs02017-01-30T07:45:59-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$170,229
Liabilities
-
Net assets
$170,229
Revenue
$78,256
Expenses
$61,768
Net income
$16,488
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.40$0.30$3.10$2.09$1.76$0.33
2024Detailed filing. Detailed filing data is available for this year.$2.74$0.02$2.72$6.10$6.60$0.50
2023Detailed filing. Detailed filing data is available for this year.$5.87$2.88$2.99$1.63$1.36$0.27
2022Detailed filing. Detailed filing data is available for this year.$3.75$1.15$2.60$1.44$1.18$0.27
2021Detailed filing. Detailed filing data is available for this year.$3.29$0.49$2.80$1.37$1.08$0.30
2020Detailed filing. Detailed filing data is available for this year.$2.73$0.54$2.18$1.07$0.88$0.20
2019Detailed filing. Detailed filing data is available for this year.$2.24$0.31$1.93$1.00$0.99$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.19$0.23$1.96$1.10$1.59$0.50
2017Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.76$0.60$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.70$1.70$0.78$0.62$0.16
2015Detailed filing. Detailed filing data is available for this year.$1.75$1.75$0.80$0.50$0.29
2014Detailed filing. Detailed filing data is available for this year.$1.72$1.72$0.64$0.48$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.45$1.45$0.42$0.38$0.04
2012Summary only. Only limited summary data is available for this year.$1.38$0.08$0.48$0.41$0.07
2011Summary only. Only limited summary data is available for this year.$1.41$0.24$0.43$0.34$0.09