Civic Intelligence

Evergreen Rotary Foundation Inc.

990EZ • Fiscal year 2015 • EIN 84-1196645

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 16, 2015

Organization ProfileEVERGREENROTARY.ORG
PO Box 4143Evergreen, CO 80437-4143

(303) 526-1872

Siviq Scores

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

Liabilities / Assets

86th percentile

0.32x

Higher debt load relative to assets than 86% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

96th percentile

1.36x

Higher debt load relative to revenue than 96% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

53rd percentile

3.2%

Faster asset growth than 53% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

21st percentile

-23%

Faster revenue growth than 21% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets86th percentile

Assets

Up

$409,953

Up $12,657 (+3.2%) from 2014

Net Assets

Up

$279,920

Up $18,732 (+7.2%) from 2014

Liabilities

Down

$130,033

Down $6,075 (-4.5%) from 2014

Revenue And Expenses
Liabilities / Revenue96th percentileNet Margin76th percentile

Revenue

Down

$95,302

Down $28,033 (-23%) from 2014

Expenses

Down

$76,570

Down $49,084 (-39%) from 2014

Net Income

Up

$18,732

Up $21,051 (+908%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$1.5M$1.0M$500K$0Assets 2012: $294,556Liabilities 2012: $5932012Assets 2013: $347,224Liabilities 2013: $85,0482013Assets 2014: $397,296Liabilities 2014: $136,108Net Assets 2014: $261,1882014Assets 2015: $409,953Liabilities 2015: $130,033Net Assets 2015: $279,9202015Assets 2016: $433,614Liabilities 2016: $147,789Net Assets 2016: $285,8252016Assets 2017: $454,010Liabilities 2017: $141,335Net Assets 2017: $312,6752017Assets 2018: $469,834Liabilities 2018: $149,316Net Assets 2018: $320,5182018Assets 2019: $691,074Liabilities 2019: $414,118Net Assets 2019: $276,9562019Assets 2020: $885,685Liabilities 2020: $600,172Net Assets 2020: $285,5132020Assets 2021: $1,010,857Liabilities 2021: $660,874Net Assets 2021: $349,9832021Assets 2022: $972,276Liabilities 2022: $682,142Net Assets 2022: $290,1342022Assets 2023: $991,455Liabilities 2023: $666,852Net Assets 2023: $324,6032023Assets 2025: $1,171,041Liabilities 2025: $782,524Net Assets 2025: $388,5172025

Highlighted filing

2015

Assets$409,953
Liabilities$130,033
Net Assets$279,920
Open 2015 Filing

Operations Trend

Revenue Growth21st percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $88,475Expenses 2012: $39,821Net Income 2012: $48,6542012Revenue 2013: $140,478Expenses 2013: $98,522Net Income 2013: $41,9562013Revenue 2014: $123,335Expenses 2014: $125,654Net Income 2014: -$2,3192014Revenue 2015: $95,302Expenses 2015: $76,570Net Income 2015: $18,7322015Revenue 2016: $124,203Expenses 2016: $116,606Net Income 2016: $7,5972016Revenue 2017: $111,505Expenses 2017: $92,740Net Income 2017: $18,7652017Revenue 2018: $96,136Expenses 2018: $82,398Net Income 2018: $13,7382018Revenue 2019: $367,306Expenses 2019: $129,588Net Income 2019: $237,7182019Revenue 2020: $473,333Expenses 2020: $248,032Net Income 2020: $225,3012020Revenue 2021: $327,649Expenses 2021: $266,591Net Income 2021: $61,0582021Revenue 2022: $308,927Expenses 2022: $228,289Net Income 2022: $80,6382022Revenue 2023: $338,205Expenses 2023: $366,895Net Income 2023: -$28,6902023Revenue 2025: $331,392Expenses 2025: $294,827Net Income 2025: $36,5652025

Highlighted filing

2015

Revenue$95,302
Expenses$76,570
Net Income$18,732
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 16, 2015
Return Version
2014v6.0
Gross Receipts
$120,327
Mission and Program Overview

Mission

To support community and international non-profit organizations and carry out local projects that reflect the Rotary focuses of education, sanitation, mother and child maternal health, peace and conflict resolution, and the environment.

Raise funds from donations and community fundraising events to suport local and international charitable and educational activities.

Program Services

DescriptionGrantsExpenses
Funds from contributions and fundraising events are distributed to charitable and educational organizations supporting local and international causes and Foundation projects same.$52,421$71,113
INCOME FROM ENDOWMENT FUND ASSETS ARE DONATED TO CHARITIES AS APPROVED BY THE BOARD OF TRUSTEES.$5,000$5,000
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT BRADLEYPresident-$0--
CHRIS MOLTERVice President-$0--
BARB SCRIPPSTreasurer-$0--
CARMA SCHAEFERTrustee-$0--
KAY LAMONTAGNETrustee-$0--
SAM SMITHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Evergreen Rotary Foundation Inc
EIN
84-1196645
Phone
3035261872
Address
PO Box 4143, Evergreen, CO 80437-4143

Signing Officer

Name
Chris Molter
Title
President
Phone
3035261872
Signed
2015-11-16
Discuss with paid preparer
Yes

Preparer

Firm
Scripps Taylor & Associates Pc
Address
1202 BERGEN PKWY STE 208, EVERGREEN, CO 80439-9559
Preparer
Barbara Scripps CPA
Phone
3036708930
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Charitable charitable evergreen area 501(c)(3) none 22579. Community services charitable evergreen rotary foundation committees of foundation 12293. Charitable charitable mountain area backpack program committee of foundation 7204. Complete purchase of memorial statue charitable american legion post 2001 none 2307. Purchase books for pre-school readers charitable dollywood foundation none 2276. Adult literacy project charitable mountain reads project of committee of foundation 2172. Community se”

Form 990EZ, Part I, Line 16

“Foundation operating expenses 457.”

Raw XML Appendix153 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT BRADLEY
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Trustee
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0457
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IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Raise funds from donations and community fundraising events to suport local and international charitable and educational activities.
IRS990EZ/ProgramServiceRevenueAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1INCOME FROM ENDOWMENT FUND ASSETS ARE DONATED TO CHARITIES AS APPROVED BY THE BOARD OF TRUSTEES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt052421
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt15000
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt020725
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CHARITABLE CHARITABLE EVERGREEN AREA 501(C)(3) NONE 22579. COMMUNITY SERVICES CHARITABLE EVERGREEN ROTARY FOUNDATION COMMITTEES OF FOUNDATION 12293. CHARITABLE CHARITABLE MOUNTAIN AREA BACKPACK PROGRAM COMMITTEE OF FOUNDATION 7204. COMPLETE PURCHASE OF MEMORIAL STATUE CHARITABLE AMERICAN LEGION POST 2001 NONE 2307. PURCHASE BOOKS FOR PRE-SCHOOL READERS CHARITABLE DOLLYWOOD FOUNDATION NONE 2276. ADULT LITERACY PROJECT CHARITABLE MOUNTAIN READS PROJECT OF COMMITTEE OF FOUNDATION 2172. COMMUNITY SE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FOUNDATION OPERATING EXPENSES 457.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 16
ReturnHeader/BuildTS02016-08-17 19:52:53Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum03035261872
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ReturnHeader/Filer/EIN0841196645
ReturnHeader/Filer/PhoneNum03035261872
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ReturnHeader/PreparerPersonGrp/PhoneNum03036708930
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BARBARA SCRIPPS CPA
ReturnHeader/ReturnTs02016-05-16T13:05:19-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$409,953
Liabilities
$130,033
Net assets
$279,920
Revenue
$95,302
Expenses
$76,570
Net income
$18,732
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.17$0.78$0.39$0.33$0.29$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.67$0.32$0.34$0.37$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.68$0.29$0.31$0.23$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.66$0.35$0.33$0.27$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.89$0.60$0.29$0.47$0.25$0.23
2019Detailed filing. Detailed filing data is available for this year.$0.69$0.41$0.28$0.37$0.13$0.24
2018Detailed filing. Detailed filing data is available for this year.$0.47$0.15$0.32$0.10$0.08$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.45$0.14$0.31$0.11$0.09$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.43$0.15$0.29$0.12$0.12$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.13$0.28$0.10$0.08$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.40$0.14$0.26$0.12$0.13$0.00
2013Summary only. Only limited summary data is available for this year.$0.35$0.09$0.14$0.10$0.04
2012Summary only. Only limited summary data is available for this year.$0.29$0.00$0.09$0.04$0.05