Civic Intelligence

Ketchum-Sun Valley Rotary Club Charitable Foundation Inc.

EIN 82-0485970 • 501(c)3 • Ketchum, ID

Pub. 78 Eligible990-N Coverage

Profile

Organization was formed to create an endowment fund, the income from which is used to provide scholarships to graduating students from blaine county idaho secondary schools.

PO Box 989Ketchum, ID 83340

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

90th percentile

50%

Higher net margin than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

60th percentile

3.6%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Revenue Growth

30th percentile

-25%

Faster revenue growth than 30% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$337,412

Up $22,750 (+7.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$337,412

Up $22,750 (+7.2%) from 2021

Operations
Liabilities / Revenue62nd percentileNet Margin90th percentile

Revenue

Down

$45,437

Down $34,491 (-43%) from 2021

Expenses

Down

$22,514

Down $53,389 (-70%) from 2021

Net Income

Up

$22,923

Up $18,898 (+470%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

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

$400K$300K$200K$100K$0Assets 2021: $314,662Liabilities 2021: $0Net Assets 2021: $314,6622021Assets 2023: $337,412Liabilities 2023: $0Net Assets 2023: $337,4122023

Highlighted filing

2023

Assets$337,412
Liabilities$0
Net Assets$337,412
Open 2023 Filing

Operations Trend

Revenue Growth30th percentile

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

$80K$60K$40K$20K$0Revenue 2021: $79,928Expenses 2021: $75,903Net Income 2021: $4,0252021Revenue 2023: $45,437Expenses 2023: $22,514Net Income 2023: $22,9232023

Highlighted filing

2023

Revenue$45,437
Expenses$22,514
Net Income$22,923
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$337,412
Liabilities
$0
Net assets
$337,412
Revenue
$45,437
Expenses
$22,514
Net income
$22,923
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$0.45$0.23$0.23
2021Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.80$0.76$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$72,975
Mission and Program Overview

Mission

Organization was formed to create an endowment fund, the income from which is used to provide scholarships to graduating students from blaine county idaho secondary schools.

Program Services

DescriptionGrantsExpenses
PROVIDE SCHOLARSHIPS AND FUNDING FOR BLAINE COUNTY IDAHO SECONDARY SCHOOL STUDENTS TO PURSUE HIGHER EDUCATION.$17,000$21,365
SUPPORT BLAINE COUNTY RESIDENTS WITH VARIOUS DEPENDENCY STRUGGLES BY SUPPORTING THE ORGANIZATION WITH DONATIONS THAT ARE DESIGNATED TO SUPPORT BLAINE COUNTY RESIDENTS DURING THEIR STAY.$1,149$1,149
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREG PETERSONPresident-$0--
GEORGE A KIRKDirector-$0--
JIM LASKIDirector-$0--
KODY LAGGISDirector-$0--
Filing and Contact Details

Filer

Filer Name
Ketchumsun Valley Rotary
EIN
82-0485970
Phone
2087267500
Address
PO BOX 989, KETCHUM, ID 83340

Signing Officer

Name
Greg Peterson
Title
President
Phone
2087267500
Signed
2023-11-08
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Cash contribution: 17,000 relationship: none”

Form 990-ez, Part III

“Organization was formed to create an endowment fund, the income from which is used to provide scholarships to graduating students from blaine county idaho secondary schools.”

Raw XML Appendix150 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/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd0false
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ORGANIZATION WAS FORMED TO CREATE AN ENDOWMENT FUND, THE INCOME FROM WHICH IS USED TO PROVIDE SCHOLARSHIPS TO GRADUATING STUDENTS FROM BLAINE COUNTY IDAHO SECONDARY SCHOOLS.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SUPPORT BLAINE COUNTY RESIDENTS WITH VARIOUS DEPENDENCY STRUGGLES BY SUPPORTING THE ORGANIZATION WITH DONATIONS THAT ARE DESIGNATED TO SUPPORT BLAINE COUNTY RESIDENTS DURING THEIR STAY.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/SaleOfAssetsGrossAmt039089
IRS990EZ/SchoolOperatingInd0false
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IRS990EZ/TransactionWithControlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
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IRS990ScheduleA/InvestmentIncomeCYPct00.20000
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CASH CONTRIBUTION: 17,000 RELATIONSHIP: NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION WAS FORMED TO CREATE AN ENDOWMENT FUND, THE INCOME FROM WHICH IS USED TO PROVIDE SCHOLARSHIPS TO GRADUATING STUDENTS FROM BLAINE COUNTY IDAHO SECONDARY SCHOOLS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG PETERSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02087267500
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KETCHUMSUN VALLEY ROTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CLUB CHARITABLE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0KETC
ReturnHeader/Filer/EIN0820485970
ReturnHeader/Filer/PhoneNum02087267500
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ReturnHeader/ReturnTs02023-11-14T18:21:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PETERSON
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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