Civic Intelligence

Rotary Club of Jackson Hole

EIN 83-0296341 • 501(c)3 • Jackson, WY

Profile

The primary mission of the foundation is to provide college scholarships for the seniors at the high schools in teton county wyoming. The second priority is to provide support to the activities and needs of organizations and individuals in our local community, with emphasis on other educational needs, youth groups and health related activities. The third priority is to support activities sponsored by the rotary club of jackson hole, rotary district 5440, or rotary international.

PO Box 3315Jackson, WY 83001

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

86th percentile

42%

Higher net margin than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

77th percentile

18%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

39th percentile

1.4%

Faster revenue growth than 39% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,687,429

Up $254,994 (+18%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,687,429

Up $254,994 (+18%) from 2024

Revenue

Up

$458,747

Up $6,308 (+1.4%) from 2024

Expenses

Up

$264,321

Up $5,374 (+2.1%) from 2024

Net Income

Up

$194,426

Up $934 (+0.5%) from 2024

Trend Graphs

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $406,083Liabilities 2012: $0Net Assets 2012: $406,0832012Assets 2013: $356,258Liabilities 2013: $0Net Assets 2013: $356,2582013Assets 2014: $392,766Liabilities 2014: $0Net Assets 2014: $392,7662014Assets 2015: $390,864Liabilities 2015: $0Net Assets 2015: $390,8642015Assets 2016: $418,248Liabilities 2016: $0Net Assets 2016: $418,2482016Assets 2017: $559,812Liabilities 2017: $0Net Assets 2017: $559,8122017Assets 2018: $706,209Liabilities 2018: $0Net Assets 2018: $706,2092018Assets 2019: $738,998Liabilities 2019: $0Net Assets 2019: $738,9982019Assets 2020: $1,047,057Liabilities 2020: $0Net Assets 2020: $1,047,0572020Assets 2021: $608,958Liabilities 2021: $0Net Assets 2021: $608,9582021Assets 2022: $531,819Liabilities 2022: $0Net Assets 2022: $531,8192022Assets 2023: $651,126Liabilities 2023: $0Net Assets 2023: $651,1262023Assets 2024: $1,432,435Liabilities 2024: $0Net Assets 2024: $1,432,4352024Assets 2025: $1,687,429Liabilities 2025: $0Net Assets 2025: $1,687,4292025

Highlighted filing

2025

Assets$1,687,429
Liabilities$0
Net Assets$1,687,429

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $112,037Expenses 2012: $112,625Net Income 2012: -$5882012Revenue 2013: $63,990Expenses 2013: $127,129Net Income 2013: -$63,1392013Revenue 2014: $97,275Expenses 2014: $81,077Net Income 2014: $16,1982014Revenue 2015: $91,285Expenses 2015: $101,009Net Income 2015: -$9,7242015Revenue 2016: $101,198Expenses 2016: $79,195Net Income 2016: $22,0032016Revenue 2017: $238,157Expenses 2017: $96,594Net Income 2017: $141,5632017Revenue 2018: $310,268Expenses 2018: $163,871Net Income 2018: $146,3972018Revenue 2019: $259,256Expenses 2019: $226,467Net Income 2019: $32,7892019Revenue 2020: $368,916Expenses 2020: $60,857Net Income 2020: $308,0592020Revenue 2021: $400,568Expenses 2021: $480,534Net Income 2021: -$79,9662021Revenue 2022: $395,826Expenses 2022: $474,925Net Income 2022: -$79,0992022Revenue 2023: $403,840Expenses 2023: $311,681Net Income 2023: $92,1592023Revenue 2024: $452,439Expenses 2024: $258,947Net Income 2024: $193,4922024Revenue 2025: $458,747Expenses 2025: $264,321Net Income 2025: $194,4262025

Highlighted filing

2025

Revenue$458,747
Expenses$264,321
Net Income$194,426

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.46$0.26$0.19
2024Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.45$0.26$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.40$0.31$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.40$0.47$0.08
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.40$0.48$0.08
2020Detailed filing. Detailed filing data is available for this year.$1.05$0.00$1.05$0.37$0.06$0.31
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.26$0.23$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$0.31$0.16$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.56$0.00$0.56$0.24$0.10$0.14
2016Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.10$0.08$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.09$0.10$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.10$0.08$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.36$0.00$0.36$0.06$0.13$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.41$0.00$0.41$0.11$0.11$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 15, 2025
Return Version
2024v5.0
Gross Receipts
$505,934
Mission and Program Overview

Mission

Provide support for youth, educational and medical needs in our local community and worldwide.

To execute the foundation's primary goal of supporting the advancement of education by providing scholarships to students and educators in our community, while aiding other charitable needs of individuals and organizations as deemed appropriate by the foundation prioities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,432,435$1,687,429▲ $254,994
Cash and Non-Interest-Bearing Accounts$402,181$430,955▲ $28,774
Savings and Temporary Cash Investments$12,190$12,278▲ $88
Total Assets$1,432,435$1,687,429▲ $254,994
Other Assets Total$1,018,064$1,244,196▲ $226,132
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,432,435$1,687,429▲ $254,994
Total Liabilities and Net Assets / Fund Balance$1,432,435$1,687,429▲ $254,994

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$69,281--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Kevin OlsonPresident
Hailey Morton-levinsonDirector
Jeff WardDirector
Jim WaldropDirector
Jessica JaubertSecretary
Deidre AshleyTreasurer
Melissa TurleyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$463,021
Program Service Revenue
$0
Investment Income
$42,913
Other Revenue
$-47,187
All Other Contributions
$93,616
Change in Net Assets
$194,426
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$247,400
Other Expenses$16,921
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$206,400--$206,400
Grants to Domestic Individuals$41,000--$41,000
Fees for Service Investment Mgmnt Fees-$11,545-$11,545
Fees for Services Accounting-$5,220-$5,220
Office Expenses-$156-$156
Total Functional Expenses$247,400$16,921$0$264,321
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Foundation Jackson HoleJackson, WY-College Scholarships$202,400

International Compliance

Foreign grant records maintained
No
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$47,187
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Casino Night$369,405-$17,335-
Total Events$369,405-$47,187$-47,187
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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, Page 6, Part VI, Line 11B

The organization form 990 is distributed to all board members, and is reviewed by the executive committee and the president prior to signing and filing the form.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request. This information is available at thompson palmer & assoicates p.c., 275 east broadway, jackson, wy, 83001. To make an appointment call (307) 733-5160.

Filing and Contact Details

Filer

Filer Name
Rotary Club of Jackson Hole
EIN
83-0296341
Phone
3077332046
Address
PO BOX 3315, JACKSON, WY 83001

Signing Officer

Name
Melissa Turley
Title
Vice President
Phone
3077332046
Signed
2025-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin Olson
Formed
2008
Legal Domicile
Wy
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Thompson Palmer & Associates Pc
Address
PO BOX 5, JACKSON, WY 83001
Preparer
Richard Palmer
Phone
3077335160
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The primary mission of the foundation is to provide college scholarships for the seniors at the high schools in teton county wyoming. The second priority is to provide support to the activities and needs of organizations and individuals in our local community, with emphasis on other educational needs, youth groups and health related activities. The third priority is to support activities sponsored by the rotary club of jackson hole, rotary district 5440, or rotary international.

Form 990, Part XI, Line 9

Beneficial interest cfjh adj 0

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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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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0313434
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0406373
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0393632
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0414450
IRS990ScheduleA/Total509Grp/TotalAmt01990910
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0505934
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0319922
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0411918
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0397883
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0423246
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02058903
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
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01174915
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt169281
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST HELD BY CFJH
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1CHARLES SCHWAB
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01244196
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0false
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt029852
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt029852
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0369405
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0369405
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt047187
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0CASINO NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0369405
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0369405
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-47187
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt041000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/CashGrantAmt0202400
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY FOUNDATION JACKSON HOLE
IRS990ScheduleI/RecipientTable/RecipientEIN0830308856
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0245 EAST SIMPSON AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0JACKSON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WY
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PRIMARY MISSION OF THE FOUNDATION IS TO PROVIDE COLLEGE SCHOLARSHIPS FOR THE SENIORS AT THE HIGH SCHOOLS IN TETON COUNTY WYOMING. THE SECOND PRIORITY IS TO PROVIDE SUPPORT TO THE ACTIVITIES AND NEEDS OF ORGANIZATIONS AND INDIVIDUALS IN OUR LOCAL COMMUNITY, WITH EMPHASIS ON OTHER EDUCATIONAL NEEDS, YOUTH GROUPS AND HEALTH RELATED ACTIVITIES. THE THIRD PRIORITY IS TO SUPPORT ACTIVITIES SPONSORED BY THE ROTARY CLUB OF JACKSON HOLE, ROTARY DISTRICT 5440, OR ROTARY INTERNATIONAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION FORM 990 IS DISTRIBUTED TO ALL BOARD MEMBERS, AND IS REVIEWED BY THE EXECUTIVE COMMITTEE AND THE PRESIDENT PRIOR TO SIGNING AND FILING THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THIS INFORMATION IS AVAILABLE AT THOMPSON PALMER & ASSOICATES P.C., 275 EAST BROADWAY, JACKSON, WY, 83001. TO MAKE AN APPOINTMENT CALL (307) 733-5160.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BENEFICIAL INTEREST CFJH ADJ 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01432435
IRS990/TotalAssetsEOYAmt01687429
IRS990/TotalAssetsGrp/BOYAmt01432435
IRS990/TotalAssetsGrp/EOYAmt01687429
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IRS990/TotalContributionsAmt0463021
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt016921
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0247400
IRS990/TotalFunctionalExpensesGrp/TotalAmt0264321
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01432435
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01687429
IRS990/TotalProgramServiceExpensesAmt0247400
IRS990/TotalRevenueGrp/ExclusionAmt0-4274
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0458747
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01432435
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01687429
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 3315
IRS990/USAddress/CityNm0JACKSON
IRS990/USAddress/StateAbbreviationCd0WY
IRS990/USAddress/ZIPCd083001
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELISSA TURLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03077332046
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROTARY CLUB OF JACKSON HOLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0830296341
ReturnHeader/Filer/PhoneNum03077332046
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3315
ReturnHeader/Filer/USAddress/CityNm0JACKSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WY
ReturnHeader/Filer/USAddress/ZIPCd083001
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0830246322
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THOMPSON PALMER & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0JACKSON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd083001
ReturnHeader/PreparerPersonGrp/PhoneNum03077335160
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD PALMER
ReturnHeader/ReturnTs02025-12-01T18:46:43-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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