Civic Intelligence

The Summit County Rotary Charitable Fund

990 • Fiscal year 2022 • EIN 84-1215233

Jul 01, 2021 to Jun 30, 2022 • Filed on Sep 27, 2022

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.

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

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

100th percentile

940%

Higher net margin than 100% 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.

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

Asset Growth

11th percentile

-16%

Faster asset growth than 11% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$1,611,636

Down $307,530 (-16%) from 2021

Net Assets

Down

$1,611,636

Down $307,530 (-16%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$32,705

Down $648,973 (-105%) from 2021

Expenses

Down

$274,825

Down $77,789 (-22%) from 2021

Net Income

Down

-$307,530

Down $571,184 (-217%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth11th 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

2022

Assets$1,611,636
Liabilities$0
Net Assets$1,611,636
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2022

Revenue-$32,705
Expenses$274,825
Net Income-$307,530
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Sep 27, 2022
Return Version
2021v4.2
Gross Receipts
$4,154
Mission and Program Overview

Mission

Provide funds for community and international services

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,919,166$1,611,636▼ $307,530
Investments in Publicly Traded Securities$1,849,375$1,537,287▼ $312,088
Cash and Non-Interest-Bearing Accounts$54,791$59,918▲ $5,127
Savings and Temporary Cash Investments$15,000$14,431▼ $569
Total Assets$1,919,166$1,611,636▼ $307,530
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,919,166$1,611,636▼ $307,530
Total Liabilities and Net Assets / Fund Balance$1,919,166$1,611,636▼ $307,530
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Brian BlankenmeisterPresident
David PreussBoard Member
Joan TildenBoard Member
Rich WilliamsBoard Member
Richard JamesBoard Member
Terry McgeehanBoard Member
Diane MonaghanTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
None---
Revenue and Support

Revenue Composition

Contributions and Grants
$158,094
Program Service Revenue
$0
Investment Income
$-234,806
Other Revenue
$44,007
All Other Contributions
$158,094
Change in Net Assets
$-307,530
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$254,345
Other Expenses$20,480
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$192,693--$192,693
Grants to Domestic Individuals$61,652--$61,652
Fees for Services Other-$11,030-$11,030
Fees for Services Accounting-$9,450-$9,450
Total Functional Expenses$254,345$20,480$0$274,825
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Summit School DistrictFrisco, CO-Literacy and General Purpose$7,310
Snowy Peaks High SchoolFrisco, CO-Literacy and General Purpose$7,050
Summit Community Care ClinicFrisco, CO-General Purpose$6,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$62,803
Fundraising Direct Expenses$20,823
Fundraising Gross Income$18,063
Gaming Direct Expenses$16,036
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Ice Melt Contest$18,063$18,063$13,823$4,240
Total Events$18,063$18,063$20,823$-2,760
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

“The 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
2022-09-27
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 IX Line 11G Columns A and C

“Bank and cc fees 213, breakfast meal alloc 3518, corporate registration fee 20, office supplies postage 310, storage 1380, tax return preparation 450, misc -174 and marketing and public relations 5314, total 11030.”

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IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt020823
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ICE MELT CONTEST
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt018063
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt018063
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt018063
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt018063
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-2760
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt013823
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt013823
IRS990ScheduleG/GamingInformationGrp/CashPrizesOtherGamingAmt010000
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt010000
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt016036
IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt062803
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt062803
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt046767
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssOtherGamingAmt06036
IRS990ScheduleG/GamingInformationGrp/OthDirectExpnssTotalGamingAmt06036
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborBingoInd0false
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd0true
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingPct01.00000
IRS990ScheduleG/GamingInformationGrp/VolunteerLaborPullTabsInd0false
IRS990ScheduleG/GamingManagerPersonNm0LYNN BAER AND JOAN TILDEN
IRS990ScheduleG/GamingManagerServicesProvTxt0ENSURES ALL LICENSING WITH THE STATE OF COLORADO IS UP TO DATE IS ON A VOLUNTEER BASIS.
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0MICHAEL KURTH
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/CashGrantAmt06500
IRS990ScheduleI/RecipientTable/CashGrantAmt17050
IRS990ScheduleI/RecipientTable/CashGrantAmt27310
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL PURPOSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1LITERACY AND GENERAL PURPOSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2LITERACY AND GENERAL PURPOSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SUMMIT COMMUNITY CARE CLINIC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SNOWY PEAKS HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2SUMMIT SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientEIN0201139635
IRS990ScheduleI/RecipientTable/RecipientEIN1846011247
IRS990ScheduleI/RecipientTable/RecipientEIN2846011247
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 4337
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1158 SCHOOL ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 7
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FRISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm1FRISCO
IRS990ScheduleI/RecipientTable/USAddress/CityNm2FRISCO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd080443
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd180443
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd280443
IRS990ScheduleI/Total501c3OrgCnt04
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAX RETURN IS REVIEWED BY THE BOARD BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BANK AND CC FEES 213, BREAKFAST MEAL ALLOC 3518, CORPORATE REGISTRATION FEE 20, OFFICE SUPPLIES POSTAGE 310, STORAGE 1380, TAX RETURN PREPARATION 450, MISC -174 AND MARKETING AND PUBLIC RELATIONS 5314, TOTAL 11030.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI SECTION B, LINE 11A AND B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI SECTION C LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART IX 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/TotalAssetsBOYAmt01919166
IRS990/TotalAssetsEOYAmt01611636
IRS990/TotalAssetsGrp/BOYAmt01919166
IRS990/TotalAssetsGrp/EOYAmt01611636
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0158094
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt020480
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0254345
IRS990/TotalFunctionalExpensesGrp/TotalAmt0274825
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01919166
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01611636
IRS990/TotalProgramServiceExpensesAmt0254345
IRS990/TotalRevenueGrp/ExclusionAmt0-237566
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt046767
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-32705
IRS990/TotalVolunteersCnt0150
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01919166
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01611636
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/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE MONAGHAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09705139196
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-27
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

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,611,636
Liabilities
$0
Net assets
$1,611,636
Revenue
-$32,705
Expenses
$274,825
Net income
-$307,530
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
2022Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.03$0.27$0.31
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$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