Civic Intelligence

Rotary Club of Thompson Valley Inc

990EZ • Fiscal year 2014 • EIN 84-1124036

Jul 01, 2013 to Jun 30, 2014 • Filed on Apr 30, 2015

Organization Profilewww.thompsonvalleyrotary.org
PO Box 709380537

(970) 227-5040

Siviq Scores

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

Liabilities / Assets

79th percentile

0.13x

Higher debt load relative to assets than 79% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

83rd percentile

0.19x

Higher debt load relative to revenue than 83% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Net Margin

18th percentile

-15%

Higher net margin than 18% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Top Officer Pay

85th percentile

$0

Higher top officer pay than 85% of similar nonprofits.

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

2014 filings • 501(c)4 • <$500k nonprofits • Source year 2014

Asset Growth

25th percentile

-9.4%

Faster asset growth than 25% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

8th percentile

-42%

Faster revenue growth than 8% of similar nonprofits.

2014 filings • 501(c)4 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets79th percentile

Assets

Down

$47,397

Down $4,942 (-9.4%) from 2013

Net Assets

Down

$41,118

Down $7,075 (-15%) from 2013

Liabilities

Up

$6,279

Up $2,133 (+51%) from 2013

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin18th percentile

Revenue

Down

$33,207

Down $23,753 (-42%) from 2013

Expenses

Down

$38,282

Down $16,670 (-30%) from 2013

Net Income

Down

-$5,075

Down $7,083 (-353%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth25th percentile

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

$80K$60K$40K$20K$0Assets 2011: $36,368Liabilities 2011: $6,6162011Assets 2012: $49,985Liabilities 2012: $3,800Net Assets 2012: $46,1852012Assets 2013: $52,339Liabilities 2013: $4,146Net Assets 2013: $48,1932013Assets 2014: $47,397Liabilities 2014: $6,279Net Assets 2014: $41,1182014Assets 2015: $37,242Liabilities 2015: $1,236Net Assets 2015: $36,0062015Assets 2016: $54,473Liabilities 2016: $3,8082016Assets 2017: $48,661Liabilities 2017: $8,5522017Assets 2018: $42,040Liabilities 2018: $1,011Net Assets 2018: $41,0292018Assets 2019: $41,836Liabilities 2019: $309Net Assets 2019: $41,5272019Assets 2020: $43,482Liabilities 2020: $452Net Assets 2020: $43,0302020Assets 2021: $51,556Liabilities 2021: $452Net Assets 2021: $51,1042021Assets 2022: $60,942Liabilities 2022: $452Net Assets 2022: $60,4902022Assets 2023: $61,902Net Assets 2023: $61,9022023Assets 2024: $46,629Net Assets 2024: $46,6292024

Highlighted filing

2014

Assets$47,397
Liabilities$6,279
Net Assets$41,118
Open 2014 Filing

Operations Trend

Revenue Growth8th percentile

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

$100K$50K$0-$50KRevenue 2011: $59,916Expenses 2011: $51,562Net Income 2011: $8,3542011Revenue 2012: $74,180Expenses 2012: $57,747Net Income 2012: $16,4332012Revenue 2013: $56,960Expenses 2013: $54,952Net Income 2013: $2,0082013Revenue 2014: $33,207Expenses 2014: $38,282Net Income 2014: -$5,0752014Revenue 2015: $41,791Expenses 2015: $46,903Net Income 2015: -$5,1122015Revenue 2016: $60,942Expenses 2016: $46,283Net Income 2016: $14,6592016Revenue 2017: $42,562Expenses 2017: $53,118Net Income 2017: -$10,5562017Revenue 2018: $79,442Expenses 2018: $83,253Net Income 2018: -$3,8112018Revenue 2019: $72,649Expenses 2019: $72,151Net Income 2019: $4982019Revenue 2020: $66,867Expenses 2020: $65,364Net Income 2020: $1,5032020Revenue 2021: $55,417Expenses 2021: $47,343Net Income 2021: $8,0742021Revenue 2022: $87,145Expenses 2022: $77,759Net Income 2022: $9,3862022Revenue 2023: $69,885Expenses 2023: $68,473Net Income 2023: $1,4122023Revenue 2024: $60,940Expenses 2024: $76,038Net Income 2024: -$15,0982024

Highlighted filing

2014

Revenue$33,207
Expenses$38,282
Net Income-$5,075
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Apr 30, 2015
Return Version
2013v4.0
Gross Receipts
$34,775
Mission and Program Overview

Mission

To benefit youth, community, environmental and international causes.

Program Services

DescriptionGrantsExpenses
We contributed to programs fostering international economic development.$1$9,923
We provided scholarships, supported local high school programs and a Rotary leadership training program, and supported local at-risk youth programs.-$6,560
We supported community programs that benefited disadvantaged community members as well as low-income citizens.-$1,500
We contributed to programs designed to preserve and improve the environment.-$1,000
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeff Allen-YoungPresidentPT$0--
Patti SticklerPast PresidentPT$0--
Dale OsbornDirectorPT$0--
Lindsay CantleyTreasurerPT$0--
TJ JulienDirectorPT$0--
Melissa AdamsSecretaryPT$0--
Filing and Contact Details

Filer

EIN
84-1124036
Phone
9702275040

Signing Officer

Name
Lindsay Cantley
Title
Treasurer
Signed
2015-04-30
Discuss with paid preparer
Yes

Preparer

Preparer
Thomas A Paulson Jr CPA
Phone
9706697285
Supplemental Narrative

Additional Explanations

Other Expenses.1001

“Advertising and Promotion $500”

Other Expenses.1002

“Office Expenses $589”

Other Expenses.1012

“Insurance $493”

Other Expenses.1

“Catering and lunch expenses $13316”

Other Expenses.2

“Membership dues--Rotary Intl $2629”

Other Expenses.3

“Membership dues-District 5440 $1044”

Other Expenses.4

“Recognition award $631”

Other Expenses.5

“Rotary function $287”

Other Expenses.6

“Professional services $250”

Other Expenses.7

“Education $232”

Other Expenses.9

“Rotary supplies $33”

Other Expenses.10

“License $10”

Other Expenses.11

“Bank Charges $7”

Other Assets.1005

“Accounts Receivable - Beginning $2419 Accounts Receivable - Ending $1214”

Other Assets.1011

“Prepaid Expenses and Deferred Charges - Beginning $128 Prepaid Expenses and Deferred Charges - Ending $1255”

Total Liabilities.1001

“Accounts Payable and Accrued Expenses - Beginning $4146 Accounts Payable and Accrued Expenses - Ending $5756”

Total Liabilities.1

“Other payables - Beginning $0 Other payables - Ending $523”

Raw XML Appendix158 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/PersonNm0Lindsay Cantley
IRS990EZ/BooksInCareOfDetail/PhoneNum09702189531
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO Box 7093
IRS990EZ/BooksInCareOfDetail/USAddress/City0Loveland
IRS990EZ/BooksInCareOfDetail/USAddress/State0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode0805370093
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt049792
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044928
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IRS990EZ/ContributionsGiftsGrantsEtcAmt02293
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5075
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt052339
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IRS990EZ/FundraisingGrossIncomeAmt014534
IRS990EZ/GrantsAndSimilarAmountsPaidAmt016983
IRS990EZ/GrossReceiptsAmt034775
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/InvestmentIncomeAmt023
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IRS990EZ/MembershipDuesAmt017925
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt048193
IRS990EZ/NetAssetsOrFundBalancesEOYAmt043118
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt048193
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IRS990EZ/OccupancyRentUtltsAndMaintAmt01200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jeff Allen-Young
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Patti Stickler
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Dale Osborn
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Lindsay Cantley
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TJ Julien
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Melissa Adams
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Past President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt02547
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02469
IRS990EZ/OtherExpensesTotalAmt020021
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To benefit youth, community, environmental and international causes.
IRS990EZ/PrintingPublicationsPostageAmt078
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0We provided scholarships, supported local high school programs and a Rotary leadership training program, and supported local at-risk youth programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1We supported community programs that benefited disadvantaged community members as well as low-income citizens.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2We contributed to programs fostering international economic development.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3We contributed to programs designed to preserve and improve the environment.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt01
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06560
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt29923
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt31000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt01568
IRS990EZ/SpecialEventsNetIncomeLossAmt012966
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt04146
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt06279
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt038282
IRS990EZ/TotalProgramServiceExpensesAmt01
IRS990EZ/TotalRevenueAmt033207
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.thompsonvalleyrotary.org
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Advertising and Promotion $500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $589
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $493
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Catering and lunch expenses $13316
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Membership dues--Rotary Intl $2629
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Membership dues-District 5440 $1044
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Recognition award $631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rotary function $287
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Professional services $250
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Education $232
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Rotary supplies $33
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11License $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Bank Charges $7
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Accounts Receivable - Beginning $2419 Accounts Receivable - Ending $1214
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Prepaid Expenses and Deferred Charges - Beginning $128 Prepaid Expenses and Deferred Charges - Ending $1255
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15Accounts Payable and Accrued Expenses - Beginning $4146 Accounts Payable and Accrued Expenses - Ending $5756
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16Other payables - Beginning $0 Other payables - Ending $523
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Other Expenses.9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Other Expenses.10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Other Expenses.11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Other Assets.1005
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Other Assets.1011
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Total Liabilities.1001
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Total Liabilities.1
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Lindsay Cantley
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine10Rotary International
ReturnHeader/Filer/BusinessName/BusinessNameLine20Thompson Valley Rotary
ReturnHeader/Filer/BusinessNameControlTxt0ROTA
ReturnHeader/Filer/EIN0841124036
ReturnHeader/Filer/PhoneNum09702275040
ReturnHeader/Filer/USAddress/AddressLine10PO Box 7093
ReturnHeader/Filer/USAddress/City0Loveland
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode080537
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Thomas A Paulson Jr CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10883 Cleveland Ave
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Loveland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0805374716
ReturnHeader/PreparerPersonGrp/PhoneNum09706697285
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas A Paulson Jr CPA
ReturnHeader/ReturnTs02015-04-30T13:33:53-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,397
Liabilities
$6,279
Net assets
$41,118
Revenue
$33,207
Expenses
$38,282
Net income
-$5,075
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$46.6$46.6$60.9$76.0$15.1
2023Detailed filing. Detailed filing data is available for this year.$61.9$61.9$69.9$68.5$1.41
2022Detailed filing. Detailed filing data is available for this year.$60.9$0.45$60.5$87.1$77.8$9.39
2021Detailed filing. Detailed filing data is available for this year.$51.6$0.45$51.1$55.4$47.3$8.07
2020Detailed filing. Detailed filing data is available for this year.$43.5$0.45$43.0$66.9$65.4$1.50
2019Detailed filing. Detailed filing data is available for this year.$41.8$0.31$41.5$72.6$72.2$0.50
2018Detailed filing. Detailed filing data is available for this year.$42.0$1.01$41.0$79.4$83.3$3.81
2017Summary only. Only limited summary data is available for this year.$48.7$8.55$42.6$53.1$10.6
2016Summary only. Only limited summary data is available for this year.$54.5$3.81$60.9$46.3$14.7
2015Detailed filing. Detailed filing data is available for this year.$37.2$1.24$36.0$41.8$46.9$5.11
2014Detailed filing. Detailed filing data is available for this year.$47.4$6.28$41.1$33.2$38.3$5.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.3$4.15$48.2$57.0$55.0$2.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$50.0$3.80$46.2$74.2$57.7$16.4
2011Summary only. Only limited summary data is available for this year.$36.4$6.62$59.9$51.6$8.35