Civic Intelligence

Westminster Rotary Foundation Inc.

990 • Fiscal year 2014 • EIN 84-1161199

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 08, 2014

Organization Profile
PO Box 10080542

(303) 430-1850

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

86th percentile

34%

Higher net margin than 86% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

74th percentile

15%

Faster asset growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

6th percentile

-43%

Faster revenue growth than 6% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2012 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$824,505

Up $107,496 (+15%) from 2013

Net Assets

Up

$824,505

Up $107,496 (+15%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin86th percentile

Revenue

$49,266

No earlier filing loaded for comparison.

Expenses

Down

$32,649

Down $31,115 (-49%) from 2013

Net Income

$16,617

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $600,593Liabilities 2011: $0Net Assets 2011: $600,5932011Assets 2012: $686,925Liabilities 2012: $0Net Assets 2012: $686,9252012Assets 2013: $717,009Liabilities 2013: $0Net Assets 2013: $717,0092013Assets 2014: $824,505Liabilities 2014: $0Net Assets 2014: $824,5052014Assets 2015: $889,702Liabilities 2015: $0Net Assets 2015: $889,7022015Assets 2016: $859,485Liabilities 2016: $0Net Assets 2016: $859,4852016Assets 2017: $935,005Liabilities 2017: $0Net Assets 2017: $935,0052017Assets 2018: $964,804Liabilities 2018: $0Net Assets 2018: $964,8042018Assets 2019: $1,052,784Liabilities 2019: $0Net Assets 2019: $1,052,7842019Assets 2020: $1,038,340Liabilities 2020: $0Net Assets 2020: $1,038,3402020Assets 2021: $1,235,824Liabilities 2021: $0Net Assets 2021: $1,235,8242021Assets 2022: $1,043,396Liabilities 2022: $0Net Assets 2022: $1,043,3962022Assets 2023: $1,066,583Liabilities 2023: $0Net Assets 2023: $1,066,5832023Assets 2024: $1,105,949Liabilities 2024: $0Net Assets 2024: $1,105,9492024Assets 2025: $1,173,827Liabilities 2025: $0Net Assets 2025: $1,173,8272025

Highlighted filing

2014

Assets$824,505
Liabilities$0
Net Assets$824,505
Open 2014 Filing

Operations Trend

Revenue Growth6th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $42,426Expenses 2011: $25,419Net Income 2011: $17,0072011Revenue 2012: $153,912Expenses 2012: $39,941Net Income 2012: $113,9712012Expenses 2013: $63,7642013Revenue 2014: $49,266Expenses 2014: $32,649Net Income 2014: $16,6172014Revenue 2015: $162,194Expenses 2015: $58,512Net Income 2015: $103,6822015Revenue 2016: $46,449Expenses 2016: $46,201Net Income 2016: $2482016Revenue 2017: $52,176Expenses 2017: $55,950Net Income 2017: -$3,7742017Revenue 2018: $73,496Expenses 2018: $61,054Net Income 2018: $12,4422018Revenue 2019: $113,702Expenses 2019: $45,525Net Income 2019: $68,1772019Revenue 2020: $18,336Expenses 2020: $43,500Net Income 2020: -$25,1642020Revenue 2021: $91,713Expenses 2021: $43,750Net Income 2021: $47,9632021Revenue 2022: $11,870Expenses 2022: $33,250Net Income 2022: -$21,3802022Revenue 2023: $48,159Expenses 2023: $38,785Net Income 2023: $9,3742023Revenue 2024: $64,452Expenses 2024: $57,515Net Income 2024: $6,9372024Revenue 2025: $89,488Expenses 2025: $60,353Net Income 2025: $29,1352025

Highlighted filing

2014

Revenue$49,266
Expenses$32,649
Net Income$16,617
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 8, 2014
Return Version
2013v3.1
Gross Receipts
$49,266
Mission and Program Overview

Mission

Community service funding of projects and scholarships for qualified applicant graduating highschool students from local community highschools

Charitable and philantropic community need and service projects and providing college, community college, or technical school scholarships to highschool graduates

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$626,428$789,692▲ $163,264
Cash and Non-Interest-Bearing Accounts$90,581$31,348▼ $59,233
Accounts Receivable-$3,465-
Total Assets$717,009$824,505▲ $107,496
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$594,112$700,801▲ $106,689
Temporarily Rstr Net Assets$107,927$113,181▲ $5,254
Unrestricted Net Assets$14,970$10,523▼ $4,447
Total Net Assets Fund Balance$717,009$824,505▲ $107,496
Total Liabilities and Net Assets / Fund Balance$717,009$824,505▲ $107,496
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Daniel PrattPresident
George KieferDirector
Monte QuintanaDirector
Scott BennettDirector
Steve CramerDirector
William BowmanDirector
Van WalbridgeSecretary
Ronald J SchaeferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$26,881
Program Service Revenue
$0
Investment Income
$22,385
Other Revenue
$0
All Other Contributions
$26,881
Change in Net Assets
$16,617
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$32,649
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$27,649--$27,649
Grants to Domestic Orgs$5,000--$5,000
Total Functional Expenses$32,649$0$0$32,649
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“Rotary club members are the members eligible to vote on the foundations governing board of directors, policies, and procedures”

Form 990, Part VI, Section A, Line 7B

“Decisions regarding dissolution or transfers to another eligible non-profit 501 c 3 organization are subject to state of colorado statutes and constituent member vote”

Filing and Contact Details

Filer

EIN
84-1161199
Phone
3034301850

Signing Officer

Name
Ronald J Schaefer
Title
Treasurer
Signed
2014-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Daniel Pratt
Formed
1989
Legal Domicile
Co
Voting Board Members
58
Independent Board Members
58
Employees
0

Preparer

Preparer
Ronald Schaefer
Phone
3034301850
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 5

“Market value increase in mutual funds held for investment”

Raw XML Appendix346 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARKET VALUE INCREASE IN MUTUAL FUNDS HELD FOR INVESTMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARY CLUB MEMBERS ARE THE MEMBERS ELIGIBLE TO VOTE ON THE FOUNDATIONS GOVERNING BOARD OF DIRECTORS, POLICIES, AND PROCEDURES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DECISIONS REGARDING DISSOLUTION OR TRANSFERS TO ANOTHER ELIGIBLE NON-PROFIT 501 C 3 ORGANIZATION ARE SUBJECT TO STATE OF COLORADO STATUTES AND CONSTITUENT MEMBER VOTE
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0107927
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0113181
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0717009
IRS990/TotalAssetsEOYAmt0824505
IRS990/TotalAssetsGrp/BOYAmt0717009
IRS990/TotalAssetsGrp/EOYAmt0824505
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt026881
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt032649
IRS990/TotalFunctionalExpensesGrp/TotalAmt032649
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0717009
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0824505
IRS990/TotalProgramServiceExpensesAmt032649
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt022385
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt049266
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0717009
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0824505
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt014970
IRS990/UnrestrictedNetAssetsGrp/EOYAmt010523
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine101768 W 152ND AVE
IRS990/USAddress/City0BROOMFIELD
IRS990/USAddress/State0CO
IRS990/USAddress/ZIPCode080023
IRS990/VotingMembersGoverningBodyCnt058
IRS990/VotingMembersIndependentCnt058
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD J SCHAEFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine10WESTMINSTER ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0841161199
ReturnHeader/Filer/PhoneNum03034301850
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 100
ReturnHeader/Filer/USAddress/City0MEAD
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode080542
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Ronald J Schaefer CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10PO BOX 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0MEAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode080542
ReturnHeader/PreparerPersonGrp/PhoneNum03034301850
ReturnHeader/PreparerPersonGrp/PreparationDt02014-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Ronald Schaefer
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-10-08T10:45:38-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$824,505
Liabilities
$0
Net assets
$824,505
Revenue
$49,266
Expenses
$32,649
Net income
$16,617
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.09$0.06$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.06$0.06$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.05$0.04$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.01$0.03$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.09$0.04$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.02$0.04$0.03
2019Summary only. Only limited summary data is available for this year.$1.05$0.00$1.05$0.11$0.05$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.07$0.06$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.05$0.06$0.00
2016Summary only. Only limited summary data is available for this year.$0.86$0.00$0.86$0.05$0.05$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.16$0.06$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.05$0.03$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$0.06
2012Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$0.15$0.04$0.11
2011Summary only. Only limited summary data is available for this year.$0.60$0.00$0.60$0.04$0.03$0.02