Civic Intelligence

Westminster Rotary Foundation

EIN 84-1161199 • 501(c)3 • Mead, CO

Profile

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

PO Box 100Mead, CO 80542
Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

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

Liabilities / Revenue

19th percentile

0.00x

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

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

Net Margin

82nd percentile

33%

Higher net margin than 82% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

56th percentile

6.1%

Faster asset growth than 56% of similar nonprofits.

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

Revenue Growth

81st percentile

39%

Faster revenue growth than 81% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,173,827

Up $67,878 (+6.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,173,827

Up $67,878 (+6.1%) from 2024

Operations
Liabilities / Revenue19th percentileNet Margin82nd percentile

Revenue

Up

$89,488

Up $25,036 (+39%) from 2024

Expenses

Up

$60,353

Up $2,838 (+4.9%) from 2024

Net Income

Up

$29,135

Up $22,198 (+320%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$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

2025

Assets$1,173,827
Liabilities$0
Net Assets$1,173,827
Open 2025 Filing

Operations Trend

Revenue Growth81st percentile

Revenue, expenses, and net income by year, with the latest 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

2025

Revenue$89,488
Expenses$60,353
Net Income$29,135
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,173,827
Liabilities
$0
Net assets
$1,173,827
Revenue
$89,488
Expenses
$60,353
Net income
$29,135
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 12, 2025
Return Version
2024v5.2
Gross Receipts
$89,488
Mission and Program Overview

Mission

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

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,039,893$1,078,636▲ $38,743
Cash and Non-Interest-Bearing Accounts$66,056$95,191▲ $29,135
Total Assets$1,105,949$1,173,827▲ $67,878
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,105,949$1,173,827▲ $67,878
Total Net Assets Fund Balance$1,105,949$1,173,827▲ $67,878
Total Liabilities and Net Assets / Fund Balance$1,105,949$1,173,827▲ $67,878

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,078,636--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Steve RondinelliPresident
Doug HallDirector
Lori GoldsteinDirector
Mike ArcherDirector
Monte QuintanaDirector
Pat WallDirector
Deb HavilandSecretary
Ron SchaeferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$39,750
Program Service Revenue
$0
Investment Income
$49,738
Other Revenue
$0
All Other Contributions
$36,750
Change in Net Assets
$29,135
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$59,000
Other Expenses$1,353
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$59,000--$59,000
Conferences and Meetings$1,158--$1,158
Office Expenses$115--$115
Information Technology$80--$80
Total Functional Expenses$60,353$0$0$60,353
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
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 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
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

“Board members are eligible to vote on the foundation governing board of directors, policies, and procedures.”

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

“Subject to state of colorado statutes and constituent member votes”

Filing and Contact Details

Filer

Filer Name
Westminster Rotary Foundation
EIN
84-1161199
Phone
3037461668
Address
PO BOX 100, MEAD, CO 80542

Signing Officer

Name
Ron Schaefer
Title
Treasurer
Phone
3037461668
Signed
2025-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ron Schaefer
Formed
1989
Legal Domicile
Co
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
60

Preparer

Firm
Ronald J Schaefer CPA
Address
PO Box 100, MEAD, CO 80542
Preparer
Ronald J Schaefer
Phone
3037461668
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Section 38743, Line 5

“Market value increase decrease in funds held for investment”

Form 990, Part IX, Line 2

“Highschool / post secondary graduating students”

Raw XML Appendix388 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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IRS990/EmployeeCnt00
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IRS990/Form990PartVIISectionAGrp/OfficerInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
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IRS990/Form990PartVIISectionAGrp/PersonNm1RON SCHAEFER
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IRS990/Form990PartVIISectionAGrp/PersonNm7STEVE RONDINELLI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
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IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990ScheduleA/FactsAndCircumstancesTestTxt0Part II Section C Line 17A The organization is governed by volunteer independent unrelated community members. No member has ever received compensation or remuneration of any kind. Student scholarships are granted to unrelated graduating highschool students. No related party receives any scholarship funding. Students are selected for a scholarship based upon need, grades, and personal interviews. The one year scholarships granted are intended to be an incentive to enroll in accredited college or trade schools.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The organization receives funds from an established endowment. Funds received equal 5 of the January 1 investment / endowment balance. The endowment funds represent accumulated individual contributions invested with a Community Foundation for security and administrative reasons. No indivdual receives any compensation related to the invested endowment funds. No related party receives any scholarship funding. Over 40 unrelated kids receivefirst year tuition assistance / benefits each year.
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt04650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt04650
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt027600
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt091250
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt049852
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt064113
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt049852
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt049766
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07220
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt064113
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0220689
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt049852
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IRS990ScheduleA/InvestmentIncomeCYPct00.70750
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IRS990ScheduleA/PublicSupportCY509Pct00.29250
IRS990ScheduleA/PublicSupportPY170Pct00.28680
IRS990ScheduleA/PublicSupportPY509Pct00.28680
IRS990ScheduleA/PublicSupportTotal170Amt091250
IRS990ScheduleA/PublicSupportTotal509Amt091250
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt039750
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014600
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt04650
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt011870
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0311939
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01078636
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/OtherSecuritiesGrp/Desc2COMMUNITY FIRST FOUNDATION
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueSecuritiesAmt01078636
IRS990ScheduleI/GrantRecordsMaintainedInd0true
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE TUITION SCHOLARSHIPS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARKET VALUE INCREASE DECREASE IN FUNDS HELD FOR INVESTMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE ELIGIBLE TO VOTE ON THE FOUNDATION GOVERNING BOARD OF DIRECTORS, POLICIES, AND PROCEDURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUBJECT TO STATE OF COLORADO STATUTES AND CONSTITUENT MEMBER VOTES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HIGHSCHOOL / POST SECONDARY GRADUATING STUDENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part XI, Section 38743, Line 5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 2
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01173827
IRS990/TotalAssetsGrp/BOYAmt01105949
IRS990/TotalAssetsGrp/EOYAmt01173827
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IRS990/TotalContributionsAmt039750
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt060353
IRS990/TotalFunctionalExpensesGrp/TotalAmt060353
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01105949
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01173827
IRS990/TotalProgramServiceExpensesAmt060353
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt089488
IRS990/TotalVolunteersCnt060
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01105949
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01173827
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0240 MULLIGAN LAKE DR
IRS990/USAddress/CityNm0MEAD
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080542
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RON SCHAEFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03037461668
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTMINSTER ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0841161199
ReturnHeader/Filer/PhoneNum03037461668
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 100
ReturnHeader/Filer/USAddress/CityNm0MEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080542
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841165086
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RONALD J SCHAEFER CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080542
ReturnHeader/PreparerPersonGrp/PhoneNum03037461668
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD J SCHAEFER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-12T06:41:34-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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