Civic Intelligence

Rotary Club of Carbondale

EIN 84-1065184 • 501(c)4 • Carbondale, CO

Profile

Community service

PO Box 538Carbondale, CO 81623

n/A

Siviq Scores

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

Liabilities / Assets

94th percentile

0.77x

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

501(c)4 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

92nd percentile

0.52x

Higher debt load relative to revenue than 92% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Net Margin

45th percentile

-0.0%

Higher net margin than 45% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

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 2025

Asset Growth

78th percentile

15%

Faster asset growth than 78% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

95th percentile

133%

Faster revenue growth than 95% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Up

$19,948

Up $2,637 (+15%) from 2024

Liabilities

Up

$15,455

Up $2,648 (+21%) from 2024

Net Assets

Down

$4,493

Down $11 (-0.2%) from 2024

Revenue

Up

$29,638

Up $16,937 (+133%) from 2024

Expenses

Up

$29,649

Up $20,738 (+233%) from 2024

Net Income

Down

-$11

Down $3,801 (-100%) from 2024

Trend Graphs

Balance Sheet Trend

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

$30K$20K$10K$0Assets 2011: $10,015Liabilities 2011: $8,2532011Assets 2012: $3,537Liabilities 2012: $1,396Net Assets 2012: $2,1412012Assets 2013: $6,075Liabilities 2013: $509Net Assets 2013: $5,5662013Assets 2014: $8,935Liabilities 2014: $271Net Assets 2014: $8,6642014Assets 2015: $8,010Net Assets 2015: $8,0102015Assets 2016: $19,670Liabilities 2016: $7,136Net Assets 2016: $12,5342016Assets 2017: $16,641Liabilities 2017: $765Net Assets 2017: $15,8762017Assets 2018: $16,923Liabilities 2018: $1,435Net Assets 2018: $15,4882018Assets 2019: $17,552Liabilities 2019: $2,144Net Assets 2019: $15,4082019Assets 2020: $18,221Net Assets 2020: $18,2212020Assets 2021: $29,008Net Assets 2021: $29,0082021Assets 2022: $15,405Liabilities 2022: $02022Assets 2023: $11,606Net Assets 2023: $11,6062023Assets 2024: $17,311Liabilities 2024: $12,807Net Assets 2024: $4,5042024Assets 2025: $19,948Liabilities 2025: $15,455Net Assets 2025: $4,4932025

Highlighted filing

2025

Assets$19,948
Liabilities$15,455
Net Assets$4,493

Operations Trend

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

$60K$40K$20K$0-$20KRevenue 2011: $47,105Expenses 2011: $48,745Net Income 2011: -$1,6402011Revenue 2012: $45,297Expenses 2012: $44,918Net Income 2012: $3792012Revenue 2013: $38,086Expenses 2013: $34,723Net Income 2013: $3,3632013Revenue 2014: $33,192Expenses 2014: $29,907Net Income 2014: $3,2852014Revenue 2015: $30,534Expenses 2015: $31,122Net Income 2015: -$5882015Revenue 2016: $29,153Expenses 2016: $25,358Net Income 2016: $3,7952016Revenue 2017: $27,552Expenses 2017: $22,981Net Income 2017: $4,5712017Revenue 2018: $26,927Expenses 2018: $27,315Net Income 2018: -$3882018Revenue 2019: $24,248Expenses 2019: $24,328Net Income 2019: -$802019Revenue 2020: $26,801Expenses 2020: $25,336Net Income 2020: $1,4652020Revenue 2021: $28,877Expenses 2021: $18,090Net Income 2021: $10,7872021Revenue 2022: $12,359Expenses 2022: $25,962Net Income 2022: -$13,6032022Revenue 2023: $26,539Expenses 2023: $29,295Net Income 2023: -$2,7562023Revenue 2024: $12,701Expenses 2024: $8,911Net Income 2024: $3,7902024Revenue 2025: $29,638Expenses 2025: $29,649Net Income 2025: -$112025

Highlighted filing

2025

Revenue$29,638
Expenses$29,649
Net Income-$11

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$19.9$15.5$4.49$29.6$29.6$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.3$12.8$4.50$12.7$8.91$3.79
2023Detailed filing. Detailed filing data is available for this year.$11.6$11.6$26.5$29.3$2.76
2022Summary only. Only limited summary data is available for this year.$15.4$0.00$12.4$26.0$13.6
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.0$29.0$28.9$18.1$10.8
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.2$18.2$26.8$25.3$1.47
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.6$2.14$15.4$24.2$24.3$0.08
2018Detailed filing. Detailed filing data is available for this year.$16.9$1.44$15.5$26.9$27.3$0.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.6$0.77$15.9$27.6$23.0$4.57
2016Detailed filing. Detailed filing data is available for this year.$19.7$7.14$12.5$29.2$25.4$3.80
2015Detailed filing. Detailed filing data is available for this year.$8.01$8.01$30.5$31.1$0.59
2014Detailed filing. Detailed filing data is available for this year.$8.94$0.27$8.66$33.2$29.9$3.29
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.08$0.51$5.57$38.1$34.7$3.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.54$1.40$2.14$45.3$44.9$0.38
2011Summary only. Only limited summary data is available for this year.$10.0$8.25$47.1$48.7$1.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 30, 2025
Return Version
2024v5.2
Gross Receipts
$32,246
Mission and Program Overview

Mission

Community service

To provide Services and fellowship in communituy

Program Services

DescriptionGrantsExpenses
Provide services to the community thru fellowship between businesses and community leaders and others--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Larry SmithTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Rotary Club of Carbondale
EIN
84-1065184
Address
PO Box 538, Carbondale, CO 81623

Signing Officer

Name
Larry Smith
Title
Treasurer
Signed
2025-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Be Joyful Accounting Inc
Address
1134 Waterside St, Port Charlotte, FL 33952
Preparer
Joy E Guffey
Phone
9703791841
Supplemental Narrative

Additional Explanations

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

Conferences, conventions, and meetings 17,225

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

Supplies 177

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

Website/Subscription 856

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

Badges/Pins 644

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

Dues Receivable Beginning of year 527, End of year 0

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

Happy Bucks and Raffle from prev. year carryover Beginning of year 694, End of year 0

Form 990-EZ, Part II, Line 26, Liabilities

Unrestricted Net Assets Beginning of year 12,158, End of year 13,756

Form 990-EZ, Part II, Line 26, Liabilities

Carryover Happy Bucks and Raffle Beginning of year 649, End of year 1,699

Raw XML Appendix109 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt04888
IRS990EZ/BooksInCareOfDetail/PersonNm0Be Joyful Accounting
IRS990EZ/BooksInCareOfDetail/PhoneNum09703791841
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01175 Co Rd 154
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Glenwood Springs
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd081601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016090
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt019948
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01982
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01860
IRS990EZ/FiledScheduleAInd0false
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017311
IRS990EZ/Form990TotalAssetsGrp/EOYAmt019948
IRS990EZ/FundraisingGrossIncomeAmt02608
IRS990EZ/GrantsAndSimilarAmountsPaidAmt02687
IRS990EZ/GrossReceiptsAmt032246
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt027656
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04504
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04493
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04504
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04493
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Larry Smith
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01221
IRS990EZ/OtherExpensesTotalAmt018902
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To provide Services and fellowship in communituy
IRS990EZ/PrintingPublicationsPostageAmt01312
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide services to the community thru fellowship between businesses and community leaders and others
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt02608
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012807
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt015455
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt029649
IRS990EZ/TotalRevenueAmt029638
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0n/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Conferences, conventions, and meetings 17,225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies 177
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Website/Subscription 856
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Badges/Pins 644
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues Receivable Beginning of year 527, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Happy Bucks and Raffle from prev. year carryover Beginning of year 694, End of year 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Unrestricted Net Assets Beginning of year 12,158, End of year 13,756
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Carryover Happy Bucks and Raffle Beginning of year 649, End of year 1,699
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part II, Line 24, Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part II, Line 26, Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Larry Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Rotary Club of Carbondale
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0841065184
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 538
ReturnHeader/Filer/USAddress/CityNm0Carbondale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081623
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472711283
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Be Joyful Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01134 Waterside St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Port Charlotte
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033952
ReturnHeader/PreparerPersonGrp/PhoneNum09703791841
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joy E Guffey
ReturnHeader/ReturnTs02025-10-31T06:23:11-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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