Liabilities / Assets
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Charitable Foundation of the Vail Eagle Valley Rotary Club
990EZ • Fiscal year 2014 • EIN 84-1359646
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
55th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
85th percentile
Higher net margin than 85% of similar nonprofits.
Top Officer Pay
74th percentile
Higher top officer pay than 74% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
$330,105
No earlier filing loaded for comparison.
Net Assets
$330,105
No earlier filing loaded for comparison.
Liabilities
$0
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$45,365
No earlier filing loaded for comparison.
Expenses
$30,656
No earlier filing loaded for comparison.
Net Income
$14,709
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2013 to Jun 30, 2014
- Signed
- May 15, 2015
- Return Version
- 2013v4.0
- Gross Receipts
- $56,821
Mission and Program Overview
Mission
The primary activity is to raise and distribute funds through the use of member volunteers in support of local and national charitable organizations that provide the ideals of rotary international.
The primary activity is to raise and distribute funds through the use of member volunteers in support of local and national charitable organizations that promote the ideals of rotary international.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| THE PRIMARY ACTIVITY IS TO RAISE AND DISTRIBUTE FUNDS THROUGH THE USE OF MEMBER VOLUNTEERS IN SUPPORT OF LOCAL AND NATIONAL CHARITABLE ORGANIZATIONS THAT PROMOTE THE IDEALS OF ROTARY INTERNATIONAL. | $29,463 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Elizabeth Keay | President | PT | $0 | - | - |
| Rob Schilling | Secretary | PT | $0 | - | - |
| Benjamin A Gochberg | Treasurer | PT | $0 | - | - |
| Regina O'Brien | President Elect | PT | $0 | - | - |
Fundraising, Events, and Gaming
Fundraising Events
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net Income |
|---|---|---|---|---|
| Event 1 | $45,063 | $45,063 | $11,456 | $33,607 |
| Total Events | $47,345 | $47,345 | $11,456 | $35,889 |
Filing and Contact Details
Filer
- EIN
- 84-1359646
- Phone
- 9703192352
Signing Officer
- Name
- Elizabeth Keay
- Title
- President
- Phone
- 9703192352
- Signed
- 2015-05-15
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- Todd C Harker CPA
- Phone
- 9709261010
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 4 - Other Investment Income
“Description: Investment Income. Amount: 6,378.”
Form 990-EZ, Part I, Line 16 - Other Expenses
“Description: Bank Charges. Amount: 349.”
Form 990-EZ, Part II, Line 24 - Other Assets
“Description: Endowment Fund. Beg. of Year Amount: 294,807. End of Year Amount: 290,799.”
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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | Jodi Teague |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9703760817 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | 54 Wildcat St |
| IRS990EZ/BooksInCareOfDetail/USAddress/City | 0 | Edwards |
| IRS990EZ/BooksInCareOfDetail/USAddress/State | 0 | CO |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 81632 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 20589 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 39306 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 3098 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 14709 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 844 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 315396 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 330105 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 47345 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 29463 |
| IRS990EZ/GrossReceiptsAmt | 0 | 56821 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 6378 |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 315396 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 330105 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 315396 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 330105 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 5.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Elizabeth Keay |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Rob Schilling |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Benjamin A Gochberg |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Regina O'Brien |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | President Elect |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 294807 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 290799 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 349 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE PRIMARY ACTIVITY IS TO RAISE AND DISTRIBUTE FUNDS THROUGH THE USE OF MEMBER VOLUNTEERS IN SUPPORT OF LOCAL AND NATIONAL CHARITABLE ORGANIZATIONS THAT PROMOTE THE IDEALS OF ROTARY INTERNATIONAL. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | THE PRIMARY ACTIVITY IS TO RAISE AND DISTRIBUTE FUNDS THROUGH THE USE OF MEMBER VOLUNTEERS IN SUPPORT OF LOCAL AND NATIONAL CHARITABLE ORGANIZATIONS THAT PROMOTE THE IDEALS OF ROTARY INTERNATIONAL. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 29463 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 11456 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 35889 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 30656 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/TotalRevenueAmt | 0 | 45365 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | www.vailrotary.com |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 3098 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1322 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 4420 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 6378 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 2010 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 8388 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.34510 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 4420 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 3098 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1322 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 4420 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 12808 |
| IRS990ScheduleG/AgrmtProfFundraisingActyInd | 0 | 0 |
| IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt | 0 | 11456 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt | 0 | 45063 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt | 0 | 2282 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt | 0 | 47345 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt | 0 | 45063 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt | 0 | 2282 |
| IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt | 0 | 47345 |
| IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt | 0 | Duck Race |
| IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt | 0 | 35889 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt | 0 | 11456 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt | 0 | 11456 |
| IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt | 0 | 2 |
| IRS990ScheduleG/GamingInformationGrp/GrossRevenueOtherGamingAmt | 0 | 0 |
| IRS990ScheduleG/GamingInformationGrp/VolunteerLaborOtherGamingInd | 0 | 0 |
| IRS990ScheduleG/GamingWithNonmembersInd | 0 | 0 |
| IRS990ScheduleG/SpecialFundraisingEventsInd | 0 | X |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: Investment Income. Amount: 6,378. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description: Bank Charges. Amount: 349. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description: Endowment Fund. Beg. of Year Amount: 294,807. End of Year Amount: 290,799. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 4 - Other Investment Income |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part II, Line 24 - Other Assets |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The 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/BuildTS | 0 | 2016-03-07 17:11:31Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Elizabeth Keay |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9703192352 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-05-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | CHARITABLE FOUNDATION OF |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2 | 0 | VAIL EAGLE VALLEY ROTARY CLUB |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CHAR |
| ReturnHeader/Filer/EIN | 0 | 841359646 |
| ReturnHeader/Filer/PhoneNum | 0 | 9703192352 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | PO Box 2083 |
| ReturnHeader/Filer/USAddress/City | 0 | VAIL |
| ReturnHeader/Filer/USAddress/State | 0 | CO |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 81658 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 471181121 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | Harker Neumaier Associates LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 137 Main Street Unit C107E |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | Edwards |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | CO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 816328149 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9709261010 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Todd C Harker CPA |
| ReturnHeader/ReturnTs | 0 | 2015-05-15T09:42:02-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-06-30 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $330,105
- Liabilities
- $0
- Net assets
- $330,105
- Revenue
- $45,365
- Expenses
- $30,656
- Net income
- $14,709