Civic Intelligence

Roaring Fork Education Foundation Inc.

990EZ • Fiscal year 2016 • EIN 84-1341623

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 13, 2017

Organization ProfileN/A
1405 Grand AvenueGlenwood Springs, CO 81601

(970) 384-6000

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

97th percentile

86%

Higher net margin than 97% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

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.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

73rd percentile

22%

Faster asset growth than 73% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

90th percentile

72%

Faster revenue growth than 90% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$134,290

Up $24,140 (+22%) from 2015

Net Assets

$134,290

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin97th percentile

Revenue

Up

$28,002

Up $11,766 (+72%) from 2015

Expenses

Down

$3,862

Down $5,016 (-56%) from 2015

Net Income

Up

$24,140

Up $16,782 (+228%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$300K$200K$100K$0Assets 2011: $78,592Liabilities 2011: $02011Assets 2012: $83,171Liabilities 2012: $02012Assets 2013: $91,209Liabilities 2013: $02013Assets 2014: $102,792Liabilities 2014: $02014Assets 2015: $110,150Liabilities 2015: $02015Assets 2016: $134,290Liabilities 2016: $0Net Assets 2016: $134,2902016Assets 2017: $144,404Liabilities 2017: $0Net Assets 2017: $144,4042017Assets 2018: $163,053Liabilities 2018: $0Net Assets 2018: $163,0532018Assets 2019: $116,471Liabilities 2019: $0Net Assets 2019: $116,4712019Assets 2020: $129,722Liabilities 2020: $0Net Assets 2020: $129,7222020Assets 2021: $155,567Liabilities 2021: $0Net Assets 2021: $155,5672021Assets 2022: $175,704Liabilities 2022: $0Net Assets 2022: $175,7042022Assets 2023: $209,572Liabilities 2023: $0Net Assets 2023: $209,5722023Assets 2024: $245,518Liabilities 2024: $0Net Assets 2024: $245,5182024Assets 2025: $249,335Liabilities 2025: $0Net Assets 2025: $249,3352025

Highlighted filing

2016

Assets$134,290
Liabilities$0
Net Assets$134,290
Open 2016 Filing

Operations Trend

Revenue Growth90th percentile

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

$100K$50K$0-$50KRevenue 2011: $14,661Expenses 2011: $6,969Net Income 2011: $7,6922011Revenue 2012: $12,089Expenses 2012: $7,510Net Income 2012: $4,5792012Revenue 2013: $14,309Expenses 2013: $6,271Net Income 2013: $8,0382013Revenue 2014: $16,933Expenses 2014: $5,350Net Income 2014: $11,5832014Revenue 2015: $16,236Expenses 2015: $8,878Net Income 2015: $7,3582015Revenue 2016: $28,002Expenses 2016: $3,862Net Income 2016: $24,1402016Revenue 2017: $15,568Expenses 2017: $5,454Net Income 2017: $10,1142017Revenue 2018: $24,119Expenses 2018: $5,470Net Income 2018: $18,6492018Revenue 2019: $21,487Expenses 2019: $68,069Net Income 2019: -$46,5822019Revenue 2020: $18,251Expenses 2020: $5,000Net Income 2020: $13,2512020Revenue 2021: $30,845Expenses 2021: $5,000Net Income 2021: $25,8452021Revenue 2022: $25,137Expenses 2022: $5,000Net Income 2022: $20,1372022Revenue 2023: $43,913Expenses 2023: $10,045Net Income 2023: $33,8682023Revenue 2024: $47,946Expenses 2024: $12,000Net Income 2024: $35,9462024Revenue 2025: $33,817Expenses 2025: $30,000Net Income 2025: $3,8172025

Highlighted filing

2016

Revenue$28,002
Expenses$3,862
Net Income$24,140
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 13, 2017
Return Version
2015v3.0
Gross Receipts
$42,040
Mission and Program Overview

Mission

To raise funds for the benefits of students.

Program Services

DescriptionGrantsExpenses
CURRENT AWARDS DIRECTED AT SCHOLARSHIPS FOR STUDENTS PURSUING TEACHING$3,500$3,500
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE WELLSPresident-$0--
SUMNER SCHACHTERTreasurer-$0--
GAYLA ROWESecretary-$0--
NICK MASSARO JRDirector-$0--
MIKE MASSARODirector-$0--
JOHN FOULKRODDirector-$0--
Filing and Contact Details

Filer

Filer Name
Roaring Fork Education Foundation Inc
EIN
84-1341623
Phone
9703846000
Address
1405 GRAND AVENUE, GLENWOOD SPRINGS, CO 81601

Signing Officer

Name
Gayla Rowe
Title
Secretary
Phone
9703846000
Signed
2017-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Mcmahan and Associates LLC
Address
PO BOX 5850, AVON, CO 81620
Preparer
Paul J Backes CPA
Phone
9708458800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: investment income. Amount: 4,333.”

Form 990-ez, Part I, Line 10 - Payments to Affiliates

“Affiliate name: roaring fork school district. Affiliate address: 1405 grand avenue glenwood springs, co 80602. Purpose of payment: scholarships. Amount of payment: 3,500.”

Raw XML Appendix161 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROARING FORK EDUCATION FOUNDATION
IRS990EZ/BooksInCareOfDetail/PhoneNum09703846000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01405 GRAND AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0GLENWOOD SPRINGS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd081601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0110150
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0134290
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt019870
IRS990EZ/CostOrOtherBasisExpenseSaleAmt014038
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt024140
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0110150
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0134290
IRS990EZ/GainOrLossFromSaleOfAssetsAmt03799
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03500
IRS990EZ/GrossReceiptsAmt042040
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt04333
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0110150
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0134290
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0110150
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0134290
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt40.05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt50.05
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MIKE WELLS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SUMNER SCHACHTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GAYLA ROWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICK MASSARO JR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MIKE MASSARO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JOHN FOULKROD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO RAISE FUNDS FOR THE BENEFITS OF STUDENTS.
IRS990EZ/PrintingPublicationsPostageAmt0362
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CURRENT AWARDS DIRECTED AT SCHOLARSHIPS FOR STUDENTS PURSUING TEACHING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03500
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SaleOfAssetsGrossAmt017837
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03862
IRS990EZ/TotalProgramServiceExpensesAmt03500
IRS990EZ/TotalRevenueAmt028002
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt019870
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010380
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013031
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt012780
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09725
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt065786
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04333
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt05155
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03484
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt02259
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02226
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt017457
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.41030
IRS990ScheduleA/PublicSupportPY170Pct00.34420
IRS990ScheduleA/PublicSupportTotal170Amt034155
IRS990ScheduleA/SubstantialContributorsTotAmt031631
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019870
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010380
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013031
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt012780
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09725
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt065786
IRS990ScheduleA/TotalSupportAmt083243
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 4,333.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: ROARING FORK SCHOOL DISTRICT. AFFILIATE ADDRESS: 1405 GRAND AVENUE GLENWOOD SPRINGS, CO 80602. PURPOSE OF PAYMENT: SCHOLARSHIPS. AMOUNT OF PAYMENT: 3,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GAYLA ROWE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09703846000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROARING FORK EDUCATION FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0ROAR
ReturnHeader/Filer/EIN0841341623
ReturnHeader/Filer/PhoneNum09703846000
ReturnHeader/Filer/USAddress/AddressLine1Txt01405 GRAND AVENUE
ReturnHeader/Filer/USAddress/CityNm0GLENWOOD SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841509269
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCMAHAN AND ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 5850
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AVON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081620
ReturnHeader/PreparerPersonGrp/PhoneNum09708458800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL J BACKES CPA
ReturnHeader/ReturnTs02017-02-14T15:41:18-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$134,290
Liabilities
$0
Net assets
$134,290
Revenue
$28,002
Expenses
$3,862
Net income
$24,140
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.34$0.30$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$0.48$0.12$0.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.10$0.00$2.10$0.44$0.10$0.34
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.25$0.05$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.31$0.05$0.26
2020Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.18$0.05$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.21$0.68$0.47
2018Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.24$0.05$0.19
2017Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.16$0.05$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.28$0.04$0.24
2015Summary only. Only limited summary data is available for this year.$1.10$0.00$0.16$0.09$0.07
2014Summary only. Only limited summary data is available for this year.$1.03$0.00$0.17$0.05$0.12
2013Summary only. Only limited summary data is available for this year.$0.91$0.00$0.14$0.06$0.08
2012Summary only. Only limited summary data is available for this year.$0.83$0.00$0.12$0.08$0.05
2011Summary only. Only limited summary data is available for this year.$0.79$0.00$0.15$0.07$0.08