Civic Intelligence

Westminster Rotary Foundation Inc.

990 • Fiscal year 2024 • EIN 84-1161199

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 17, 2024

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

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

62nd percentile

11%

Higher net margin than 62% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

49th percentile

3.7%

Faster asset growth than 49% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

76th percentile

34%

Faster revenue growth than 76% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,105,949

Up $39,366 (+3.7%) from 2023

Net Assets

Up

$1,105,949

Up $39,366 (+3.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin62nd percentile

Revenue

Up

$64,452

Up $16,293 (+34%) from 2023

Expenses

Up

$57,515

Up $18,730 (+48%) from 2023

Net Income

Down

$6,937

Down $2,437 (-26%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2024

Assets$1,105,949
Liabilities$0
Net Assets$1,105,949
Open 2024 Filing

Operations Trend

Revenue Growth76th 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

2024

Revenue$64,452
Expenses$57,515
Net Income$6,937
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 17, 2024
Return Version
2023v5.1
Gross Receipts
$64,452
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$1,007,464$1,039,893▲ $32,429
Cash and Non-Interest-Bearing Accounts$59,119$66,056▲ $6,937
Total Assets$1,066,583$1,105,949▲ $39,366
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,066,583$1,105,949▲ $39,366
Total Net Assets Fund Balance$1,066,583$1,105,949▲ $39,366
Total Liabilities and Net Assets / Fund Balance$1,066,583$1,105,949▲ $39,366

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,039,893--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
-President
Deb HavilandDirector
Jason MclachlanDirector
Mike ArcherDirector
Monte QuintanaDirector
Ryan MccoyDirector
Lori GoldsteinSecretary
Ron SchaeferTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$14,600
Program Service Revenue
$0
Investment Income
$49,852
Other Revenue
$0
All Other Contributions
$14,600
Change in Net Assets
$6,937
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$57,450
Other Expenses$65
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$46,250--$46,250
Grants to Domestic Orgs$11,200--$11,200
Office Expenses$65--$65
Total Functional Expenses$57,515$0$0$57,515
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rotary 7-10 FoundationWestminster, CO501 c 3Fund youth leadership camps$9,200
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
2024-10-17
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

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, Line 5

“Market value increase decrease in funds held for investment”

Form 990, Part IX, Line 2

“Highschool / post secondary graduating students”

Raw XML Appendix392 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/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
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, Line 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, Line 7B
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD J SCHAEFER
ReturnHeader/ReturnTs02024-10-17T04:36:51-00:00
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ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,105,949
Liabilities
$0
Net assets
$1,105,949
Revenue
$64,452
Expenses
$57,515
Net income
$6,937
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