Civic Intelligence

Westminster Rotary Foundation Inc.

990 • Fiscal year 2018 • EIN 84-1161199

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 24, 2018

Organization Profile
PO Box 100Mead, CO 80542

(303) 430-1850

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.00x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

55th percentile

3.2%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

84th percentile

41%

Faster revenue growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$964,804

Up $29,799 (+3.2%) from 2017

Net Assets

Up

$964,804

Up $29,799 (+3.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin74th percentile

Revenue

Up

$73,496

Up $21,320 (+41%) from 2017

Expenses

Up

$61,054

Up $5,104 (+9.1%) from 2017

Net Income

Up

$12,442

Up $16,216 (+430%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th 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

2018

Assets$964,804
Liabilities$0
Net Assets$964,804
Open 2018 Filing

Operations Trend

Revenue Growth84th 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

2018

Revenue$73,496
Expenses$61,054
Net Income$12,442
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 24, 2018
Return Version
2017v2.3
Gross Receipts
$73,496
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 in Publicly Traded Securities$884,409$901,766▲ $17,357
Cash and Non-Interest-Bearing Accounts$50,596$59,083▲ $8,487
Pledges and Grants Receivable-$3,955-
Total Assets$935,005$964,804▲ $29,799
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$768,317$811,270▲ $42,953
Temporarily Rstr Net Assets$164,560$149,657▼ $14,903
Unrestricted Net Assets$2,128$3,877▲ $1,749
Total Net Assets Fund Balance$935,005$964,804▲ $29,799
Total Liabilities and Net Assets / Fund Balance$935,005$964,804▲ $29,799
Compensation and Service Providers
Top Officer Pay50th percentile

Board Members and Trustees

NameTitle
Steve CramerPresident
Al NaticchioniDirector
Deb HavilandDirector
Howard YeomanDirector
Monte QuintanaDirector
Scott BennettDirector
Wilbur FlachmanDirector
William BowmanDirector
Steve WagnerSecretary
Ron SchaeferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$24,564
Program Service Revenue
$0
Investment Income
$48,932
Other Revenue
$0
All Other Contributions
$24,564
Change in Net Assets
$12,442
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$61,000
Other Expenses$54
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$57,000--$57,000
Grants to Domestic Orgs$4,000--$4,000
Office Expenses-$54-$54
Total Functional Expenses$61,000$54$0$61,054
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
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 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
3034301850
Address
PO BOX 100, MEAD, CO 80542

Signing Officer

Name
Ronald J Schaefer
Title
Treasurer
Signed
2018-10-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ron Schaefer
Formed
1989
Legal Domicile
Co
Voting Board Members
41
Independent Board Members
41
Employees
0

Preparer

Firm
Ronald J Schaefer CPA
Address
PO BOX 100, MEAD, CO 80542
Preparer
Ronald J Schaefer
Phone
3034301850
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 5

“Market value increase in mutual funds held for investment”

Form 990, Part IX, Line 2

“Highschool graduating students”

Raw XML Appendix398 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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IRS990ScheduleA/InvestmentIncomeCYPct00.44870
IRS990ScheduleA/InvestmentIncomePYPct00.40070
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.55130
IRS990ScheduleA/PublicSupportCY509Pct00.55130
IRS990ScheduleA/PublicSupportPY170Pct00.59930
IRS990ScheduleA/PublicSupportPY509Pct00.59930
IRS990ScheduleA/PublicSupportTotal170Amt0210640
IRS990ScheduleA/PublicSupportTotal509Amt0210640
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt024564
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt019025
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt012685
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0127485
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt026881
IRS990ScheduleA/Total509Grp/TotalAmt0210640
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt024564
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt019025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt012685
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0127485
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt026881
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0210640
IRS990ScheduleA/TotalSupportAmt0382081
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt073496
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt050676
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt046449
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0162194
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt049266
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0382081
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt057000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE TUITION ASSISTANCE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt027
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0COLLEGE TUITION ASSISTANCE SCHOLARSHIPS RANGING FROM 500 TO 4000 PER STUDENT ARE GRANTED TO AREA HIGH SCHOOL GRADUATES. SCHOLARSHIPS ARE ONE YEAR AWARDS. APPLICANTS ARE SELECTED BASED UPON INTERVIEWS. TUITION IS PAID DIRECTLY TO THE STUDENTS COLLEGE OF ENROLLMENT.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part III Line 1
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARKET VALUE INCREASE IN MUTUAL FUNDS HELD FOR INVESTMENT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ROTARY CLUB 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 GRADUATING STUDENTS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part XI, 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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0164560
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0149657
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0935005
IRS990/TotalAssetsEOYAmt0964804
IRS990/TotalAssetsGrp/BOYAmt0935005
IRS990/TotalAssetsGrp/EOYAmt0964804
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt024564
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt054
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt061000
IRS990/TotalFunctionalExpensesGrp/TotalAmt061054
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0935005
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0964804
IRS990/TotalProgramServiceExpensesAmt061000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt048932
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt073496
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0935005
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0964804
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02128
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03877
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0240 MULLIGAN LAKE DR
IRS990/USAddress/CityNm0MEAD
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080542
IRS990/VotingMembersGoverningBodyCnt041
IRS990/VotingMembersIndependentCnt041
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RONALD J SCHAEFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTMINSTER ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0841161199
ReturnHeader/Filer/PhoneNum03034301850
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 100
ReturnHeader/Filer/USAddress/CityNm0MEAD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080542
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08E871321534850DCD712C8F01BB18C8286AE5264
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08E871321534850DCD712C8F01BB18C8286AE5264
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.83.177.49
ReturnHeader/FilingSecurityInformation/IPDt02018-10-24
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0US
ReturnHeader/FilingSecurityInformation/IPTm020:11:46
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/PhoneNum03034301850
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD J SCHAEFER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-10-24T02:12:41-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$964,804
Liabilities
$0
Net assets
$964,804
Revenue
$73,496
Expenses
$61,054
Net income
$12,442
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