Civic Intelligence

Westminster Rotary Foundation Inc.

990 • Fiscal year 2022 • EIN 84-1161199

Jul 01, 2021 to Jun 30, 2022 • Filed on Jul 29, 2022

Organization Profile
PO Box 100Mead, CO 80542

(303) 746-1668

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

2nd percentile

-180%

Higher net margin than 2% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

12th percentile

-16%

Faster asset growth than 12% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

1st percentile

-87%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,043,396

Down $192,428 (-16%) from 2021

Net Assets

Down

$1,043,396

Down $192,428 (-16%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin2nd percentile

Revenue

Down

$11,870

Down $79,843 (-87%) from 2021

Expenses

Down

$33,250

Down $10,500 (-24%) from 2021

Net Income

Down

-$21,380

Down $69,343 (-145%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth12th 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

2022

Assets$1,043,396
Liabilities$0
Net Assets$1,043,396
Open 2022 Filing

Operations Trend

Revenue Growth1st 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

2022

Revenue$11,870
Expenses$33,250
Net Income-$21,380
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jul 29, 2022
Return Version
2021v4.2
Gross Receipts
$11,870
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$1,066,692$870,646▼ $196,046
Cash and Non-Interest-Bearing Accounts$69,103$95,283▲ $26,180
Investments in Publicly Traded Securities$100,029$77,467▼ $22,562
Total Assets$1,235,824$1,043,396▼ $192,428
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,208,846$1,042,766▼ $166,080
Net Assets Without Donor Restrictions$26,978$630▼ $26,348
Total Net Assets Fund Balance$1,235,824$1,043,396▼ $192,428
Total Liabilities and Net Assets / Fund Balance$1,235,824$1,043,396▼ $192,428

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$870,646--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Ryan MccoyPresident
David JanakDirector
Jason MclachlanDirector
Monte QuintanaDirector
Steve CramerDirector
Steve RondinelliDirector
William BowmanDirector
Lori GoldsteinSecretary
Ron SchaeferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,650
Program Service Revenue
$0
Investment Income
$7,220
Other Revenue
$0
All Other Contributions
$4,650
Change in Net Assets
$-21,380
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$33,250
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$33,250--$33,250
Total Functional Expenses$33,250$0$0$33,250
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
2022-07-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ron Schaefer
Formed
1989
Legal Domicile
Co
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
40

Preparer

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

Additional Explanations

Form 990, Part XI, Line 5

“Market value decrease in funds held for investment”

Form 990, Part IX, Line 2

“Highschool graduating students”

Raw XML Appendix394 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/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.44920
IRS990ScheduleA/PublicSupportCY509Pct00.44920
IRS990ScheduleA/PublicSupportPY170Pct00.49040
IRS990ScheduleA/PublicSupportPY509Pct00.44040
IRS990ScheduleA/PublicSupportTotal170Amt0138864
IRS990ScheduleA/PublicSupportTotal509Amt0138864
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt04650
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt027600
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt017550
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt064500
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt024564
IRS990ScheduleA/Total509Grp/TotalAmt0138864
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04650
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt027600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017550
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt064500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt024564
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0138864
IRS990ScheduleA/TotalSupportAmt0309117
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt011870
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt091713
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt018336
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0113702
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt073496
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0309117
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0870646
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/OtherSecuritiesGrp/Desc2COMMUNITY FIRST FOUNDATION
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueSecuritiesAmt0870646
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt033250
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE TUITION SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt020
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MARKET VALUE 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 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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01235824
IRS990/TotalAssetsEOYAmt01043396
IRS990/TotalAssetsGrp/BOYAmt01235824
IRS990/TotalAssetsGrp/EOYAmt01043396
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt04650
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt033250
IRS990/TotalFunctionalExpensesGrp/TotalAmt033250
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01235824
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01043396
IRS990/TotalProgramServiceExpensesAmt033250
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt011870
IRS990/TotalVolunteersCnt040
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01235824
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01043396
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/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RON SCHAEFER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03037461668
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-29
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
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080542
ReturnHeader/PreparerPersonGrp/PhoneNum03037461668
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD J SCHAEFER
ReturnHeader/ReturnTs02022-07-29T02:27:09-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RON
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SCHAEFER
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,043,396
Liabilities
$0
Net assets
$1,043,396
Revenue
$11,870
Expenses
$33,250
Net income
-$21,380
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