Civic Intelligence

Golden Rotary Foundation

990EZ • Fiscal year 2017 • EIN 84-1479121

Jul 01, 2016 to Jun 30, 2017 • Filed on May 15, 2018

PO Box 18024Golden, CO 80402

(303) 985-0004

Siviq Scores

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

Liabilities / Assets

61st percentile

0.01x

Higher debt load relative to assets than 61% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

70th percentile

0.02x

Higher debt load relative to revenue than 70% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

91st percentile

47%

Higher net margin than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

55th percentile

4.2%

Faster revenue growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$178,881

Up $25,910 (+17%) from 2016

Net Assets

Up

$177,668

Up $25,910 (+17%) from 2016

Liabilities

Flat

$1,213

Flat from 2016

Revenue

Up

$55,588

Up $2,252 (+4.2%) from 2016

Expenses

Down

$29,678

Down $15,534 (-34%) from 2016

Net Income

Up

$25,910

Up $17,786 (+219%) from 2016

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $161,406Liabilities 2011: $1,800Net Assets 2011: $159,6062011Assets 2012: $163,797Liabilities 2012: $1,213Net Assets 2012: $162,5842012Assets 2013: $183,159Liabilities 2013: $1,213Net Assets 2013: $181,9462013Assets 2014: $145,233Liabilities 2014: $3,413Net Assets 2014: $141,8202014Assets 2015: $144,847Liabilities 2015: $1,213Net Assets 2015: $143,6342015Assets 2016: $152,971Liabilities 2016: $1,213Net Assets 2016: $151,7582016Assets 2017: $178,881Liabilities 2017: $1,213Net Assets 2017: $177,6682017Assets 2018: $182,057Liabilities 2018: $1,213Net Assets 2018: $180,8442018Assets 2019: $129,260Liabilities 2019: $1,213Net Assets 2019: $128,0472019Assets 2020: $171,212Liabilities 2020: $1,213Net Assets 2020: $169,9992020Assets 2021: $191,295Liabilities 2021: $1,213Net Assets 2021: $190,0822021Assets 2022: $131,667Liabilities 2022: $1,213Net Assets 2022: $130,4542022Assets 2023: $123,928Liabilities 2023: $1,213Net Assets 2023: $122,7152023Assets 2024: $133,208Net Assets 2024: $133,2082024

Highlighted filing

2017

Assets$178,881
Liabilities$1,213
Net Assets$177,668

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $105,407Expenses 2011: $82,257Net Income 2011: $23,1502011Revenue 2012: $103,792Expenses 2012: $100,814Net Income 2012: $2,9782012Revenue 2013: $155,935Expenses 2013: $136,573Net Income 2013: $19,3622013Revenue 2014: $96,258Expenses 2014: $136,384Net Income 2014: -$40,1262014Revenue 2015: $114,446Expenses 2015: $112,632Net Income 2015: $1,8142015Revenue 2016: $53,336Expenses 2016: $45,212Net Income 2016: $8,1242016Revenue 2017: $55,588Expenses 2017: $29,678Net Income 2017: $25,9102017Revenue 2018: $42,090Expenses 2018: $37,179Net Income 2018: $4,9112018Revenue 2019: $29,280Expenses 2019: $82,077Net Income 2019: -$52,7972019Revenue 2020: $109,707Expenses 2020: $67,755Net Income 2020: $41,9522020Revenue 2021: $71,372Expenses 2021: $51,289Net Income 2021: $20,0832021Revenue 2022: $47,558Expenses 2022: $107,186Net Income 2022: -$59,6282022Revenue 2023: $69,038Expenses 2023: $76,777Net Income 2023: -$7,7392023Revenue 2024: $53,522Expenses 2024: $44,182Net Income 2024: $9,3402024

Highlighted filing

2017

Revenue$55,588
Expenses$29,678
Net Income$25,910
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 15, 2018
Return Version
2016v3.0
Gross Receipts
$77,133
Mission and Program Overview

Mission

To support charitable, religious, scientific, cultural or educational uses and purposes as will, in the absolute and uncontrolled discretion of the Directors of the Foundation, most effectively assist and encourage and advance the objects, purposes and programs of the Golden Rotary Club as expressed in its Constitution and promote the objects and purposes of Rotary International; and to these ends, organize, establish, support, and maintain charitable, religious,scientific, cultural and educational activities.

Program Services

DescriptionGrantsExpenses
Grants to Rotary Club of Golden in the amount of $23,650 in support of the funding of $8,000 for scholarships, $4,000 to send public school students to the Jefferson County Schools Outdoor Lab, $4,500 for tuition to send high school students to the Rotary Young Leadership Camp, $3,750 to fund recognitions for service to the community and awards to students for accomplishments,$1,000 in support of the Rotary Interact Club at the Colorado School of Mines,and $2,400 for community grants.$23,650$23,650
Service to Golden, CO area community hunger programs; Individuals benefited unknown, but encompasses a community in excess of 19,000 people. Includes grants of $3,385 in Christmas food boxes for indigent families and $352 to help feed students in need through the Golden Backpack Program.$3,737$3,737
Payments to Rotary International Foundation of $1,126 to support their national and international programs.$1,126$1,126
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul VeldmanDirector-$0--
George MamalisPresident-$0--
Robert RitterDirector-$0--
Colleen JorgensenDirector-$0--
James McGuiganTreasurer-$0--
Samuel R AllenDirector-$0--
Eileen SchurmannDirector-$0--
Greg ElliotDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tourn.$61,998$31,768$5,267$26,501
Total Events$61,998$31,768$21,310$10,458
Filing and Contact Details

Filer

Filer Name
Golden Rotary Foundation
EIN
84-1479121
Phone
3039850004
Address
PO Box 18024, Golden, CO 80402

Signing Officer

Name
George Mamalis
Title
President
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Larry L Fike PC
Address
4465 Kipling Street Ste106, Wheat Ridge, CO 80033
Preparer
Larry L Fike CPA
Phone
3034227139
Supplemental Narrative

Additional Explanations

Payments to Affiliates.1

Name: Rotary Club of Golden | Address: P.O. Box 851 Golden, CO 80402 | Purpose of payment: Community Enrichment | Amount: $23650

Other Expenses.2

Supplies $45

Total Liabilities.1

Due to Rotary Club of Golden - Beginning $1213 Due to Rotary Club of Golden - Ending $1213

Raw XML Appendix218 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/PrintingPublicationsPostageAmt0117
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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03737
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11126
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt223650
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt010223
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01213
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.goldenrotaryfoundation.org
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt07581
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt012972
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt020574
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt031215
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt095146
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt040596
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt025888
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt090317
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt091626
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0153427
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0401854
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt04769
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02243
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt020253
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt031768
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IRS990ScheduleA/InvestmentIncomeCYPct00.03700
IRS990ScheduleA/InvestmentIncomePYPct00.03080
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.78940
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt07581
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt031215
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt095146
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0124123
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt094713
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0173350
IRS990ScheduleA/Total509Grp/TotalAmt0527596
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt077133
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt097981
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0175593
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0547849
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0300
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0300
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt030230
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt021310
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tourn.
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt061998
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt061998
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt031768
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt031768
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt010458
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt05267
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt05267
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt015743
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt015743
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Name: Rotary Club of Golden | Address: P.O. Box 851 Golden, CO 80402 | Purpose of payment: Community Enrichment | Amount: $23650
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies $45
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Due to Rotary Club of Golden - Beginning $1213 Due to Rotary Club of Golden - Ending $1213
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Payments to Affiliates.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0George Mamalis
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GOLDEN ROTARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GOLD
ReturnHeader/Filer/EIN0841479121
ReturnHeader/Filer/PhoneNum03039850004
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 18024
ReturnHeader/Filer/USAddress/CityNm0Golden
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080402
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Larry L Fike PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04465 Kipling Street Ste106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Wheat Ridge
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080033
ReturnHeader/PreparerPersonGrp/PhoneNum03034227139
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Larry L Fike CPA
ReturnHeader/ReturnTs02018-05-15T11:03:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.33$1.33$0.54$0.44$0.09
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.24$0.01$1.23$0.69$0.77$0.08
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.32$0.01$1.30$0.48$1.07$0.60
2021Detailed filing. Detailed filing data is available for this year.$1.91$0.01$1.90$0.71$0.51$0.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.71$0.01$1.70$1.10$0.68$0.42
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.29$0.01$1.28$0.29$0.82$0.53
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.01$1.81$0.42$0.37$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.79$0.01$1.78$0.56$0.30$0.26
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.53$0.01$1.52$0.53$0.45$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.45$0.01$1.44$1.14$1.13$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.45$0.03$1.42$0.96$1.36$0.40
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.01$1.82$1.56$1.37$0.19
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.64$0.01$1.63$1.04$1.01$0.03
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.02$1.60$1.05$0.82$0.23