Civic Intelligence

Rotary Club of Castle Rock

EIN 84-1044765 • 501(c)4 • Castle Rock, CO

Profile

SERVICE ABOVE SELF.

PO Box 1045Castle Rock, CO 80104

www.rotaryclubofcastlerock.org

Siviq Scores

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

Liabilities / Assets

95th percentile

0.91x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

94th percentile

0.75x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

42nd percentile

-1.4%

Higher net margin than 42% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

94th percentile

74%

Faster asset growth than 94% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

103%

Faster revenue growth than 94% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$44,195

Up $18,726 (+74%) from 2023

Liabilities

Up

$40,028

Up $19,486 (+95%) from 2023

Net Assets

Down

$4,167

Down $760 (-15%) from 2023

Operations
Liabilities / Revenue94th percentileNet Margin42nd percentile

Revenue

Up

$53,557

Up $27,196 (+103%) from 2023

Expenses

Up

$54,317

Up $19,984 (+58%) from 2023

Net Income

Up

-$760

Up $7,212 (+90%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

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

$60K$40K$20K$0Assets 2010: $8,695Liabilities 2010: $02010Assets 2012: $6,649Net Assets 2012: $6,6492012Assets 2013: $10,048Liabilities 2013: $0Net Assets 2013: $10,0482013Assets 2014: $12,037Net Assets 2014: $12,0372014Assets 2015: $15,474Liabilities 2015: $6Net Assets 2015: $15,4682015Assets 2016: $25,910Liabilities 2016: $7,669Net Assets 2016: $18,2412016Assets 2017: $23,850Liabilities 2017: $5,133Net Assets 2017: $18,7172017Assets 2018: $19,918Liabilities 2018: $184Net Assets 2018: $19,7342018Assets 2019: $33,927Liabilities 2019: $13,906Net Assets 2019: $20,0212019Assets 2020: $28,072Liabilities 2020: $3,122Net Assets 2020: $24,9502020Assets 2021: $33,970Liabilities 2021: $15,705Net Assets 2021: $18,2652021Assets 2022: $16,805Liabilities 2022: $3,906Net Assets 2022: $12,8992022Assets 2023: $25,469Liabilities 2023: $20,542Net Assets 2023: $4,9272023Assets 2024: $44,195Liabilities 2024: $40,028Net Assets 2024: $4,1672024

Highlighted filing

2024

Assets$44,195
Liabilities$40,028
Net Assets$4,167
Open 2024 Filing

Operations Trend

Revenue Growth94th percentile

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

$60K$40K$20K$0-$20KRevenue 2010: $29,351Expenses 2010: $26,557Net Income 2010: $2,7942010Revenue 2012: $32,352Expenses 2012: $38,605Net Income 2012: -$6,2532012Revenue 2013: $30,297Expenses 2013: $26,898Net Income 2013: $3,3992013Revenue 2014: $33,290Expenses 2014: $31,301Net Income 2014: $1,9892014Revenue 2015: $48,584Expenses 2015: $45,153Net Income 2015: $3,4312015Revenue 2016: $43,137Expenses 2016: $40,364Net Income 2016: $2,7732016Revenue 2017: $47,480Expenses 2017: $47,004Net Income 2017: $4762017Revenue 2018: $40,710Expenses 2018: $39,693Net Income 2018: $1,0172018Revenue 2019: $40,417Expenses 2019: $40,130Net Income 2019: $2872019Revenue 2020: $40,430Expenses 2020: $35,501Net Income 2020: $4,9292020Revenue 2021: $20,396Expenses 2021: $27,081Net Income 2021: -$6,6852021Revenue 2022: $36,552Expenses 2022: $41,918Net Income 2022: -$5,3662022Revenue 2023: $26,361Expenses 2023: $34,333Net Income 2023: -$7,9722023Revenue 2024: $53,557Expenses 2024: $54,317Net Income 2024: -$7602024

Highlighted filing

2024

Revenue$53,557
Expenses$54,317
Net Income-$760
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,195
Liabilities
$40,028
Net assets
$4,167
Revenue
$53,557
Expenses
$54,317
Net income
-$760
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$44.2$40.0$4.17$53.6$54.3$0.76
2023Detailed filing. Detailed filing data is available for this year.$25.5$20.5$4.93$26.4$34.3$7.97
2022Detailed filing. Detailed filing data is available for this year.$16.8$3.91$12.9$36.6$41.9$5.37
2021Detailed filing. Detailed filing data is available for this year.$34.0$15.7$18.3$20.4$27.1$6.69
2020Detailed filing. Detailed filing data is available for this year.$28.1$3.12$25.0$40.4$35.5$4.93
2019Detailed filing. Detailed filing data is available for this year.$33.9$13.9$20.0$40.4$40.1$0.29
2018Detailed filing. Detailed filing data is available for this year.$19.9$0.18$19.7$40.7$39.7$1.02
2017Detailed filing. Detailed filing data is available for this year.$23.9$5.13$18.7$47.5$47.0$0.48
2016Detailed filing. Detailed filing data is available for this year.$25.9$7.67$18.2$43.1$40.4$2.77
2015Detailed filing. Detailed filing data is available for this year.$15.5$0.01$15.5$48.6$45.2$3.43
2014Detailed filing. Detailed filing data is available for this year.$12.0$12.0$33.3$31.3$1.99
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.0$0.00$10.0$30.3$26.9$3.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.65$6.65$32.4$38.6$6.25
2010Summary only. Only limited summary data is available for this year.$8.70$0.00$29.4$26.6$2.79
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 3, 2025
Return Version
2023v6.0
Gross Receipts
$70,460
Mission and Program Overview

Mission

SERVICE ABOVE SELF.

Program Services

DescriptionGrantsExpenses
SERVICE ABOVE SELF.$16,201$54,318
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATT WHALEYPresident-$0--
RICK NELSONPresident El-$0--
NICOLE DEVRIESTreasurer-$0--
CAROL HARTMANSecretary-$0--
STEVE LABRACKEDirector-$0--
ELAINE LOVEDirector-$0--
DAVE HAMMELMANDirector-$0--
CLARK HAMMELMANDirector-$0--
JEFF MOSALDirector-$0--
WES SCHUNEMANTreasurer El-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Peaches & Starl$29,873$29,873$16,903$12,970
Total Events$29,873$29,873$16,903$12,970
Filing and Contact Details

Filer

Filer Name
Rotary Club of Castle Rock
EIN
84-1044765
Address
PO BOX 1045, CASTLE ROCK, CO 80104

Signing Officer

Name
Wes Schuneman
Title
Treasurer Elect
Signed
2025-05-03
Discuss with paid preparer
Yes

Preparer

Firm
The Fort CPA Group
Address
407 WILCOX ST, CASTLE ROCK, CO 80104-2428
Preparer
Aaron S Fort CPA
Phone
3036880375
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Rotary club castle rock foundation dues & contributions 7,602 po box 1045 castle rock co 80104 rotary district 5450 dues & subscriptions 2,650 rotary international 5,232”

Form 990-ez, Part I, Line 16

“Expenses office 2,472 program expenses 26,463 community relations 3,488 total 32,423”

Form 990-ez, Part II, Line 24

“Due from 1,908 0 security deposit 1,500 0 total 3,408 0”

Form 990-ez, Part II, Line 26

“Due to 20,542 31,071 grants in process 0 8,957”

Raw XML Appendix145 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/PhoneNum03036880375
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0407 WILCOX ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CASTLE ROCK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080104
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt022061
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt019643
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-760
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05120
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/FundraisingGrossIncomeAmt029873
IRS990EZ/GrantsAndSimilarAmountsPaidAmt015484
IRS990EZ/GrossReceiptsAmt070460
IRS990EZ/GroupExemptionNum00573
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt019
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt020925
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04927
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04167
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04927
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04167
IRS990EZ/OccupancyRentUtltsAndMaintAmt01290
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt72.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MATT WHALEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RICK NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICOLE DEVRIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CAROL HARTMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEVE LABRACKE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ELAINE LOVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAVE HAMMELMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CLARK HAMMELMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JEFF MOSAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9WES SCHUNEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT EL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9TREASURER EL
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03408
IRS990EZ/OtherExpensesTotalAmt032423
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0SERVICE ABOVE SELF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SERVICE ABOVE SELF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt016201
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054318
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt016903
IRS990EZ/SpecialEventsNetIncomeLossAmt012970
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt020542
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt040028
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054317
IRS990EZ/TotalProgramServiceExpensesAmt054318
IRS990EZ/TotalRevenueAmt053557
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROTARYCLUBOFCASTLEROCK.ORG
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016903
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0PEACHES & STARL
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029873
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029873
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt012970
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016903
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt016903
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ROTARY CLUB CASTLE ROCK FOUNDATION DUES & CONTRIBUTIONS 7,602 PO BOX 1045 CASTLE ROCK CO 80104 ROTARY DISTRICT 5450 DUES & SUBSCRIPTIONS 2,650 ROTARY INTERNATIONAL 5,232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 2,472 PROGRAM EXPENSES 26,463 COMMUNITY RELATIONS 3,488 TOTAL 32,423
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DUE FROM 1,908 0 SECURITY DEPOSIT 1,500 0 TOTAL 3,408 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUE TO 20,542 31,071 GRANTS IN PROCESS 0 8,957
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0WES SCHUNEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER ELECT
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-03
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ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0841044765
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ReturnHeader/Filer/USAddress/CityNm0CASTLE ROCK
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CASTLE ROCK
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ReturnHeader/PreparerPersonGrp/PhoneNum03036880375
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AARON S FORT CPA
ReturnHeader/ReturnTs02025-05-05T14:29:01-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits