Civic Intelligence

Charitable Foundation of the Vail Eagle Valley Rotary Club

990EZ • Fiscal year 2018 • EIN 84-1359646

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 25, 2019

PO Box 2083Vail, CO 81658

(970) 319-2352

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

61st percentile

8.7%

Faster asset growth than 61% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

63rd percentile

10%

Faster revenue growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$367,214

Up $29,371 (+8.7%) from 2017

Net Assets

Up

$367,214

Up $29,371 (+8.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$96,818

Up $8,850 (+10%) from 2017

Expenses

Down

$67,447

Down $12,964 (-16%) from 2017

Net Income

Up

$29,371

Up $21,814 (+289%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2014: $330,105Liabilities 2014: $0Net Assets 2014: $330,1052014Assets 2015: $323,074Liabilities 2015: $367Net Assets 2015: $322,7072015Assets 2016: $330,237Liabilities 2016: $0Net Assets 2016: $330,2372016Assets 2017: $337,843Liabilities 2017: $0Net Assets 2017: $337,8432017Assets 2018: $367,214Liabilities 2018: $0Net Assets 2018: $367,2142018Assets 2019: $705,525Liabilities 2019: $18,169Net Assets 2019: $687,3562019Assets 2020: $685,492Liabilities 2020: $27,028Net Assets 2020: $658,4642020Assets 2021: $787,294Liabilities 2021: $28,601Net Assets 2021: $758,6932021Assets 2022: $691,283Liabilities 2022: $45,237Net Assets 2022: $646,0462022Assets 2023: $724,190Liabilities 2023: $22,986Net Assets 2023: $701,2042023Assets 2024: $845,123Liabilities 2024: $96,695Net Assets 2024: $748,4282024Assets 2025: $926,263Liabilities 2025: $97,879Net Assets 2025: $828,3842025

Highlighted filing

2018

Assets$367,214
Liabilities$0
Net Assets$367,214

Operations Trend

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

$200K$100K$0-$100KRevenue 2014: $45,365Expenses 2014: $30,656Net Income 2014: $14,7092014Revenue 2015: $61,684Expenses 2015: $66,800Net Income 2015: -$5,1162015Revenue 2016: $77,471Expenses 2016: $69,113Net Income 2016: $8,3582016Revenue 2017: $87,968Expenses 2017: $80,411Net Income 2017: $7,5572017Revenue 2018: $96,818Expenses 2018: $67,447Net Income 2018: $29,3712018Revenue 2019: $179,671Expenses 2019: $54,959Net Income 2019: $124,7122019Revenue 2020: $66,893Expenses 2020: $114,296Net Income 2020: -$47,4032020Revenue 2021: $81,164Expenses 2021: $70,650Net Income 2021: $10,5142021Revenue 2022: $95,529Expenses 2022: $134,323Net Income 2022: -$38,7942022Revenue 2023: $84,537Expenses 2023: $79,428Net Income 2023: $5,1092023Revenue 2024: $74,045Expenses 2024: $76,324Net Income 2024: -$2,2792024Revenue 2025: $86,477Expenses 2025: $101,670Net Income 2025: -$15,1932025

Highlighted filing

2018

Revenue$96,818
Expenses$67,447
Net Income$29,371
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 25, 2019
Return Version
2017v2.3
Gross Receipts
$129,785
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

DescriptionGrantsExpenses
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.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRISTOPHER AUBELPresidentPT$0--
EDGARD CABANILLASSecretaryPT$0--
RICH SIEGALTreasurerPT$0--
PENNY WILSONPresident ElectPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Duck Race$105,653$105,653$32,967$72,686
Total Events$105,653$105,653$32,967$72,686
Filing and Contact Details

Filer

Filer Name
Charitable Foundation of
EIN
84-1359646
Phone
9703192352
Address
PO BOX 2083, VAIL, CO 81658

Signing Officer

Name
Christopher Aubel
Title
President
Phone
9703192352
Signed
2019-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Harker Neumaier Associates LLC
Address
27 MAIN STREET UNIT 302, EDWARDS, CO 81632
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: 16,225.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank charges. Amount: 5. Description: supplies. Amount: 208. Total to form 990-ez, line 16: 213.

Form 990-ez, Part II, Line 24 - Other Assets

Description: endowment fund. Beg. Of year amount: 246,379. End of year amount: 245,245. Description: due from rotary international. Beg. Of year amount: 5,817. End of year amount: 1,417.

Raw XML Appendix174 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.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CHRISTOPHER AUBEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1EDGARD CABANILLAS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICH SIEGAL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PENNY WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT ELECT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
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IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE 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/DescriptionProgramSrvcAccomTxt0THE 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.
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IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/SpecialEventsNetIncomeLossAmt072686
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IRS990EZ/TotalRevenueAmt096818
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.VAILROTARY.COM
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07907
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08831
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011027
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IRS990ScheduleA/PublicSupportCY170Pct00.47710
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt02
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 16,225.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK CHARGES. AMOUNT: 5. DESCRIPTION: SUPPLIES. AMOUNT: 208. TOTAL TO FORM 990-EZ, LINE 16: 213.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ENDOWMENT FUND. BEG. OF YEAR AMOUNT: 246,379. END OF YEAR AMOUNT: 245,245. DESCRIPTION: DUE FROM ROTARY INTERNATIONAL. BEG. OF YEAR AMOUNT: 5,817. END OF YEAR AMOUNT: 1,417.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
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/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTOPHER AUBEL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09703192352
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARITABLE FOUNDATION OF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VAIL EAGLE VALLEY ROTARY CLUB
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0841359646
ReturnHeader/Filer/PhoneNum09703192352
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2083
ReturnHeader/Filer/USAddress/CityNm0VAIL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081658
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02019-01-25
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm011:28:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471181121
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HARKER NEUMAIER ASSOCIATES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027 MAIN STREET UNIT 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDWARDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081632
ReturnHeader/PreparerPersonGrp/PhoneNum09709261010
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TODD C HARKER CPA
ReturnHeader/ReturnTs02019-01-28T10:16:48-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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Filings