Civic Intelligence

The Summit County Rotary Charitable Fund

990 • Fiscal year 2021 • EIN 84-1215233

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 04, 2021

Organization ProfileN/A
PO Box 4401Frisco, CO 80443

(970) 513-9196

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.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

83rd percentile

43%

Higher net margin than 83% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

62nd percentile

16%

Faster asset growth than 62% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

142%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,919,166

Up $263,654 (+16%) from 2020

Net Assets

Up

$1,919,166

Up $263,654 (+16%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin83rd percentile

Revenue

Up

$616,268

Up $361,733 (+142%) from 2020

Expenses

Up

$352,614

Up $151,233 (+75%) from 2020

Net Income

Up

$263,654

Up $210,500 (+396%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $815,549Liabilities 2012: $0Net Assets 2012: $815,5492012Assets 2013: $931,375Liabilities 2013: $0Net Assets 2013: $931,3752013Assets 2014: $1,126,090Liabilities 2014: $0Net Assets 2014: $1,126,0902014Assets 2015: $1,154,020Liabilities 2015: $0Net Assets 2015: $1,154,0202015Assets 2016: $1,191,267Liabilities 2016: $0Net Assets 2016: $1,191,2672016Assets 2017: $1,346,737Liabilities 2017: $0Net Assets 2017: $1,346,7372017Assets 2018: $1,451,119Liabilities 2018: $0Net Assets 2018: $1,451,1192018Assets 2019: $1,602,358Liabilities 2019: $0Net Assets 2019: $1,602,3582019Assets 2020: $1,655,512Liabilities 2020: $0Net Assets 2020: $1,655,5122020Assets 2021: $1,919,166Liabilities 2021: $0Net Assets 2021: $1,919,1662021Assets 2022: $1,611,636Liabilities 2022: $0Net Assets 2022: $1,611,6362022Assets 2024: $1,797,340Liabilities 2024: $0Net Assets 2024: $1,797,3402024Assets 2025: $1,855,411Liabilities 2025: $0Net Assets 2025: $1,855,4112025

Highlighted filing

2021

Assets$1,919,166
Liabilities$0
Net Assets$1,919,166
Open 2021 Filing

Operations Trend

Revenue Growth91st percentile

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

$1.0M$500K$0-$500KExpenses 2012: $123,5622012Expenses 2013: $163,3362013Revenue 2014: $451,911Expenses 2014: $266,296Net Income 2014: $185,6152014Revenue 2015: $386,188Expenses 2015: $358,258Net Income 2015: $27,9302015Revenue 2016: $362,485Expenses 2016: $325,238Net Income 2016: $37,2472016Revenue 2017: $321,064Expenses 2017: $165,594Net Income 2017: $155,4702017Revenue 2018: $291,161Expenses 2018: $186,779Net Income 2018: $104,3822018Revenue 2019: $317,166Expenses 2019: $165,927Net Income 2019: $151,2392019Revenue 2020: $254,535Expenses 2020: $201,381Net Income 2020: $53,1542020Revenue 2021: $616,268Expenses 2021: $352,614Net Income 2021: $263,6542021Revenue 2022: -$32,705Expenses 2022: $274,825Net Income 2022: -$307,5302022Revenue 2024: $421,068Expenses 2024: $332,999Net Income 2024: $88,0692024Revenue 2025: $404,042Expenses 2025: $345,971Net Income 2025: $58,0712025

Highlighted filing

2021

Revenue$616,268
Expenses$352,614
Net Income$263,654
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 4, 2021
Return Version
2020v4.1
Gross Receipts
$640,232
Mission and Program Overview

Mission

Provide funds for community and international services

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,655,512$1,919,166▲ $263,654
Investments in Publicly Traded Securities$1,528,353$1,849,375▲ $321,022
Cash and Non-Interest-Bearing Accounts$112,159$54,791▼ $57,368
Savings and Temporary Cash Investments$15,000$15,000→ $0
Total Assets$1,655,512$1,919,166▲ $263,654
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,655,512$1,919,166▲ $263,654
Total Liabilities and Net Assets / Fund Balance$1,655,512$1,919,166▲ $263,654
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Brian BlankenmeisterPresident
Dave MurrayBoard Member
Rich WilliamsBoard Member
Richard JamesBoard Member
Woody WoodlandBoard Member
Jeannie BistrananSecretary
Diane MonaghanTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$199,582
Program Service Revenue
$0
Investment Income
$378,272
Other Revenue
$38,414
All Other Contributions
$199,582
Change in Net Assets
$263,654
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$337,850
Other Expenses$14,764
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$311,650--$311,650
Grants to Domestic Individuals$26,200--$26,200
Fees for Services Accounting-$8,400-$8,400
Fees for Services Other-$6,364-$6,364
Total Functional Expenses$337,850$14,764$0$352,614
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Family Intercultural Resource CenterSilverthorne, CO-Help During Covid Crisis$50,000
Summit Community Care Clinic IncFrisco, CO-General Purpose$6,419
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$43,850
Gaming Direct Expenses$20,192
Fundraising Gross Income$18,528
Fundraising Direct Expenses$3,772
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ice Melt Contest$18,528$18,528$772$17,756
Total Events$18,528$18,528$3,772$14,756
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
No
Management duties delegated
No

Governance Explanations

Part VI Section B, Line 11A and B

“The tax return is reviewed by the board before filing.”

Part VI Section C Line 19

“Our organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
The Summit County Rotary Charitable Fund
EIN
84-1215233
Phone
9705139196
Address
PO BOX 4401, FRISCO, CO 80443

Signing Officer

Name
Diane Monaghan
Title
Treasurer
Phone
9705139196
Signed
2021-10-04
Discuss with paid preparer
No

Organization Details

Principal Officer
Diane Monaghan
Formed
1992
Legal Domicile
Co
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
150

Preparer

Firm
H and R Block
Address
842 SUMMIT BLVD, FRISCO, CO 80443
Preparer
Joseph OMalley
Phone
9706683261
Supplemental Narrative

Additional Explanations

Part 1X Line 11G Columns A and C -

“Bank and credit card fee 82, corporate registration 20, postage 85, breakfast meals alloc 500, office supplies 192, marketing 5035 and tax return prep 450, total 6364”

Raw XML AppendixShowing 400 of 405 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
IRS990/AccountantCompileOrReviewInd0true
IRS990/AcctCompileOrReviewBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE FUNDS FOR COMMUNITY AND INTERNATIONAL SERVICES
IRS990/AllOtherContributionsAmt0199582
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0FRANK BOWMAN
IRS990/BooksInCareOfDetail/PhoneNum09704851326
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 4401
IRS990/BooksInCareOfDetail/USAddress/CityNm0Frisco
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd080443
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0112159
IRS990/CashNonInterestBearingGrp/EOYAmt054791
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0NONE
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0199582
IRS990/CYGrantsAndSimilarPaidAmt0337850
IRS990/CYInvestmentIncomeAmt0378272
IRS990/CYOtherExpensesAmt014764
IRS990/CYOtherRevenueAmt038414
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0263654
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0352614
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0616268
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0NEW GENERATION/VOCATIONAL SERVICES: STUDENT EXCELLENCE AWARDS, LOCAL SCHOLARSHIPS, RYLA AND VOCATIONAL PROFESSIONAL AWARDS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt027200
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08400
IRS990/FeesForServicesAccountingGrp/TotalAmt08400
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt06364
IRS990/FeesForServicesOtherGrp/TotalAmt06364
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0BRIAN BLANKENMEISTER
IRS990/Form990PartVIISectionAGrp/PersonNm1JEANNIE BISTRANAN
IRS990/Form990PartVIISectionAGrp/PersonNm2RICH WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm3DIANE MONAGHAN
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVE MURRAY
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm6WOODY WOODLAND
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt03772
IRS990/FundraisingGrossIncomeAmt018528
IRS990/GamingActivitiesInd0true
IRS990/GamingDirectExpensesAmt020192
IRS990/GamingGrossIncomeAmt043850
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt026200
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt026200
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0311650
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0311650
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0640232
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt07
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0378272
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0378272
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01528353
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01849375
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt04
IRS990/LegalDomicileStateCd0CO
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE FUNDS FOR COMMUNITY AND INTERNATIONAL SERVICES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01655512
IRS990/NetAssetsOrFundBalancesEOYAmt01919166
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt014756
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt014756
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt023658
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt023658
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DIANE MONAGHAN
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY SERVICE: COMMUNITY CARE CLINIC, LITERACY PROGRAM, LOCAL GRANTS, TROOP SUPPORT, COMMUNITY DINNER, THANKSGIVING DINNER, FRIENDS OF DILLON RANGER DISTRICT, COMMUNITY FOOD PROJECTS,, ADOPT AN ANGEL PROGRAM AND OTHER.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0275150
IRS990/ProgSrvcAccomActy3Grp/Desc0INTERNATIONAL SERVICE: POLIO PLUS, SUMMIT IN HONDURAS, GUATAMALA LITERACY PROJECT, CAMBODIA WATER PROJECT AND OTHER SMALLER PROJECTS
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt035500
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0102357
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0179662
IRS990/PYInvestmentIncomeAmt079236
IRS990/PYOtherExpensesAmt021719
IRS990/PYOtherRevenueAmt072942
IRS990/PYRevenuesLessExpensesAmt053154
IRS990/PYTotalExpensesAmt0201381
IRS990/PYTotalRevenueAmt0254535
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0263654
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01655512
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01919166
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015000
IRS990/SavingsAndTempCashInvstGrp/EOYAmt015000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0199582
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0102357
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0134679
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0128820
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0115218
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0680656
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0378272
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt079236
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0122783
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0108324
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0153654
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0842269
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt062378
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt088185
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt097357
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt088433
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt085086
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0421439
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0378272
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt079236
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0122783
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0108324
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0153654
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0842269
IRS990ScheduleA/InvestmentIncomeCYPct00.43320
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.56680
IRS990ScheduleA/PublicSupportTotal509Amt01102095
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0261960
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0190542
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0232036
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0217253
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0200304
IRS990ScheduleA/Total509Grp/TotalAmt01102095
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0640232
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0269778
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0354819
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0325577
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0353958
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01944364
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/EmailSolicitationsInd0X
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt03000
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt03000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt03772
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ICE MELT CONTEST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018528
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018528
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018528
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018528
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt014756
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0772
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0772
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt014000
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt014000
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt020192
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt043850
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt043850
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt023658
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt06192
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt06192
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct01.00000
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingManagerPersonNm0LYNNE BAER
IRS990ScheduleG/GamingManagerServicesProvTxt0ENSURES ALL LICENSING WITH THE STATE OF COLORADO IS UP TO DATE VOLUNTEER BASIS
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0FRANK BOWMAN
IRS990ScheduleG/InPersonSolicitationsInd0X
IRS990ScheduleG/LicensedInd0true
IRS990ScheduleG/LicensedStatesCd0CO
IRS990ScheduleG/LicenseSuspendedEtcInd0false
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0PO BOX 4401
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0Frisco
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0CO
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd080443
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleG/StatesWhereGamingConductedCd0CO
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt050000
IRS990ScheduleI/RecipientTable/CashGrantAmt16419
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0HELP DURING COVID CRISIS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL PURPOSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0FAMILY INTERCULTURAL RESOURCE CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SUMMIT COMMUNITY CARE CLINIC INC
IRS990ScheduleI/RecipientTable/RecipientEIN0841252900
IRS990ScheduleI/RecipientTable/RecipientEIN1201139635
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 1636
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 4337
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SILVERTHORNE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1FRISCO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd080498
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd180443
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0NO SCHOLARSHIPS TO INDIVIDUALS THAT WERE GREATER THAN 5000.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCH 1, PART III
IRS990ScheduleI/Total501c3OrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAX RETURN IS REVIEWED BY THE BOARD BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OUR ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK AND CREDIT CARD FEE 82, CORPORATE REGISTRATION 20, POSTAGE 85, BREAKFAST MEALS ALLOC 500, OFFICE SUPPLIES 192, MARKETING 5035 AND TAX RETURN PREP 450, TOTAL 6364
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI SECTION B, LINE 11A AND B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI SECTION C LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART 1X LINE 11G COLUMNS A AND C -
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TaxExemptInterestAmt00
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01655512
IRS990/TotalAssetsEOYAmt01919166
IRS990/TotalAssetsGrp/BOYAmt01655512
IRS990/TotalAssetsGrp/EOYAmt01919166
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0199582
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt014764
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0337850
IRS990/TotalFunctionalExpensesGrp/TotalAmt0352614
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01655512
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01919166
IRS990/TotalProgramServiceExpensesAmt0337850
IRS990/TotalRevenueGrp/ExclusionAmt0393028
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt023658
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0616268
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01655512
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01919166
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 4401
IRS990/USAddress/CityNm0Frisco
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080443
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-05-20 13:21:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE MONAGHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09705139196
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SUMMIT COUNTY ROTARY CHARITABLE FUND
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0841215233
ReturnHeader/Filer/PhoneNum09705139196
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4401
ReturnHeader/Filer/USAddress/CityNm0FRISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080443
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270101501
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0842 SUMMIT BLVD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FRISCO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080443
ReturnHeader/PreparerPersonGrp/PhoneNum09706683261
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph OMalley
ReturnHeader/ReturnTs02022-02-13T19:32:07Z
ReturnHeader/ReturnTypeCd0990

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,919,166
Liabilities
$0
Net assets
$1,919,166
Revenue
$616,268
Expenses
$352,614
Net income
$263,654
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.86$0.00$1.86$0.40$0.35$0.06
2024Summary only. Only limited summary data is available for this year.$1.80$0.00$1.80$0.42$0.33$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.03$0.27$0.31
2021Detailed filing. Detailed filing data is available for this year.$1.92$0.00$1.92$0.62$0.35$0.26
2020Summary only. Only limited summary data is available for this year.$1.66$0.00$1.66$0.25$0.20$0.05
2019Summary only. Only limited summary data is available for this year.$1.60$0.00$1.60$0.32$0.17$0.15
2018Summary only. Only limited summary data is available for this year.$1.45$0.00$1.45$0.29$0.19$0.10
2017Summary only. Only limited summary data is available for this year.$1.35$0.00$1.35$0.32$0.17$0.16
2016Summary only. Only limited summary data is available for this year.$1.19$0.00$1.19$0.36$0.33$0.04
2015Summary only. Only limited summary data is available for this year.$1.15$0.00$1.15$0.39$0.36$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.45$0.27$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.00$0.82$0.12
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $1M-$5M nonprofits