Civic Intelligence

Roaring Fork Education Foundation Inc.

990EZ • Fiscal year 2021 • EIN 84-1341623

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 14, 2022

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.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

66th percentile

20%

Faster asset growth than 66% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

80th percentile

69%

Faster revenue growth than 80% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$155,567

Up $25,845 (+20%) from 2020

Net Assets

Up

$155,567

Up $25,845 (+20%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin96th percentile

Revenue

Up

$30,845

Up $12,594 (+69%) from 2020

Expenses

Flat

$5,000

Flat from 2020

Net Income

Up

$25,845

Up $12,594 (+95%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth66th 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

2021

Assets$155,567
Liabilities$0
Net Assets$155,567
Open 2021 Filing

Operations Trend

Revenue Growth80th 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

2021

Revenue$30,845
Expenses$5,000
Net Income$25,845
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 14, 2022
Return Version
2020v4.2
Gross Receipts
$30,845
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$0$0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MIKE WELLSPresident-$0--
SUMNER SCHACHTERTreasurer-$0--
GAYLA ROWESecretary-$0--
NICK MASSARO JRDirector-$0--
MIKE MASSARODirector-$0--
LINDA FLOHRDirector-$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
2022-03-14
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: 3,351.”

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

“Affiliate name: colorado state university. Affiliate address: 1000 east dr centennial hall fort collins, co 80523. Purpose of payment: scholarships. Amount of payment: 5,000.”

Raw XML Appendix162 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/BOYAmt0129722
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0155567
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt027494
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt025845
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0129722
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0155567
IRS990EZ/GrantsAndSimilarAmountsPaidAmt05000
IRS990EZ/GrossReceiptsAmt030845
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt03351
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0129722
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0155567
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0129722
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0155567
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/PersonNm5LINDA FLOHR
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/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0CURRENT AWARDS DIRECTED AT SCHOLARSHIPS FOR STUDENTS PURSUING TEACHING
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
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/TotalExpensesAmt05000
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt030845
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt027494
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015110
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013302
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt012792
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt010218
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt078916
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03351
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03141
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07753
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06866
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04746
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt025857
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.30230
IRS990ScheduleA/PublicSupportPY170Pct00.36590
IRS990ScheduleA/PublicSupportTotal170Amt031677
IRS990ScheduleA/SubstantialContributorsTotAmt047239
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt027494
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt015110
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013302
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt012792
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt010218
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt078916
IRS990ScheduleA/TotalSupportAmt0104773
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 3,351.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AFFILIATE NAME: COLORADO STATE UNIVERSITY. AFFILIATE ADDRESS: 1000 EAST DR CENTENNIAL HALL FORT COLLINS, CO 80523. PURPOSE OF PAYMENT: SCHOLARSHIPS. AMOUNT OF PAYMENT: 5,000.
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GAYLA ROWE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum09703846000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-14
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/ReturnTs02022-03-14T21:36:09-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GAYLA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROWE
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$155,567
Liabilities
$0
Net assets
$155,567
Revenue
$30,845
Expenses
$5,000
Net income
$25,845
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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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