Civic Intelligence

Golden Rotary Foundation

990EZ • Fiscal year 2021 • EIN 84-1479121

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

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

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

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

Liabilities / Revenue

67th percentile

0.02x

Higher debt load relative to revenue than 67% of similar nonprofits.

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

Net Margin

73rd percentile

28%

Higher net margin than 73% 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

58th percentile

12%

Faster asset growth than 58% of similar nonprofits.

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

Revenue Growth

23rd percentile

-35%

Faster revenue growth than 23% of similar nonprofits.

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

Assets

Up

$191,295

Up $20,083 (+12%) from 2020

Net Assets

Up

$190,082

Up $20,083 (+12%) from 2020

Liabilities

Flat

$1,213

Flat from 2020

Revenue

Down

$71,372

Down $38,335 (-35%) from 2020

Expenses

Down

$51,289

Down $16,466 (-24%) from 2020

Net Income

Down

$20,083

Down $21,869 (-52%) from 2020

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

2021

Assets$191,295
Liabilities$1,213
Net Assets$190,082

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

2021

Revenue$71,372
Expenses$51,289
Net Income$20,083
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Gross Receipts
$73,477
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.

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 consistution 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
THE MIRACLE SHOP IS AN ANNUAL HOLIDAY POPUP STORE IN GOLDEN, COLORADO TO PROVIDE TOYS FOR KIDS AT THE HOLIDAYS. THIS STORE ALLOWS FINANCIALLY STRUGGLING PARENTS THE ABILITY TO SHOP FOR NEW AND QUALITY TOYS AT REDUCED PRICES.-$24,525
GRANTS TO THE ROTARY CLUB OF GOLDEN OF 15,000 IN GENERAL SUPPORT OF COMMUNITY SERVICE, HUNGER PROGRAMS, SCHOLARSHIPS AND STUDENT AWARDS FOR THE BENEFIT OF THE GOLDEN COMMUNITY. OTHER ROTARY GRANTS INCLUDE 1,068 FOR WILD FIRE RELIEF.$16,068$16,068
GRANTS TO BGOLDN TOTALED OVER 9,000 IN SUPPORT OF A THREE-TIER, COMMUNITY-DRIVEN APPROACH TO MEET STUDENTS' IMMEDIATE NUTRITIONAL NEEDS, PROVIDE LOW-INCOME FAMILIES WITH A STABLE SOURCE OF FRESH FOOD, AND ULTIMATELY END CYCLES OF HUNGER IN GOLDEN, COLORADO. THE PROGRAM IS DESIGNED TO INCREASE FOOD SECURITY FOR ALL GOLDEN-AREA STUDENTS AND THEIR FAMILIES THROUGH INNOVATIVE PARTNERSHIPS AND PROGRAMS.$9,044$9,044
SCHOLARSHIPS PROVIDED TO GOLDEN AREA STUDENTS.$1,500$1,500
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
COLLEEN JORGENSENPresident-$0--
JAMES MCGUIGANTreasurer-$0--
TOM BAKERPast Preside-$0--
GEORGE MAMALISPresident El-$0--
JOAN OSBORNEDirector-$0--
EILEEN SCHURMANNDirector-$0--
LINDA DIEDERICHSENDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$27,830$27,830$1,438$26,392
Total Events$27,830$27,830$2,105$25,725
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
James Mcguigan
Title
Treasurer
Phone
3032789224
Signed
2022-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Redstone CPA Group LLC
Address
4465 KIPLING ST STE 106, WHEAT RIDGE, CO 80033-2810
Preparer
Carol a Meier CPA
Phone
3034227139
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: rotary club of golden address: po box 851 golden, co 80402 cash contribution: 15,000 name: bgoldn address: 16800 w 9th ave golden, co 80401 cash contribution: 9,044

Form 990-ez, Part I, Line 16

Expenses bank fees 46 toys and other goods 24,525 total 24,571

Form 990-ez, Part II, Line 24

Golf tournament deposit 0 2,500 total 0 2,500

Form 990-ez, Part II, Line 26

Due to rotary club of golden 1,213 1,213

Form 990-ez, Part III

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 consistution 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.

Form 990-ez, Part III, Line 28

The miracle shop is an annual holiday popup store in golden, colorado to provide toys for kids at the holidays. This store allows financially struggling parents the ability to shop for new and quality toys at reduced prices.

Form 990-ez, Part III, Line 29

Grants to the rotary club of golden of 15,000 in general support of community service, hunger programs, scholarships and student awards for the benefit of the golden community. Other rotary grants include 1,068 for wild fire relief.

Form 990-ez, Part III, Line 30

Grants to bgoldn totaled over 9,000 in support of a three-tier, community-driven approach to meet students' immediate nutritional needs, provide low-income families with a stable source of fresh food, and ultimately end cycles of hunger in golden, colorado. The program is designed to increase food security for all golden-area students and their families through innovative partnerships and programs.

Form 990-ez, Part III, Line 31

Scholarships provided to golden area students.

Raw XML Appendix215 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/PrimaryExemptPurposeTxt0TO 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 CONSISTUTION 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.
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IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GRANTS TO THE ROTARY CLUB OF GOLDEN OF 15,000 IN GENERAL SUPPORT OF COMMUNITY SERVICE, HUNGER PROGRAMS, SCHOLARSHIPS AND STUDENT AWARDS FOR THE BENEFIT OF THE GOLDEN COMMUNITY. OTHER ROTARY GRANTS INCLUDE 1,068 FOR WILD FIRE RELIEF.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2GRANTS TO BGOLDN TOTALED OVER 9,000 IN SUPPORT OF A THREE-TIER, COMMUNITY-DRIVEN APPROACH TO MEET STUDENTS' IMMEDIATE NUTRITIONAL NEEDS, PROVIDE LOW-INCOME FAMILIES WITH A STABLE SOURCE OF FRESH FOOD, AND ULTIMATELY END CYCLES OF HUNGER IN GOLDEN, COLORADO. THE PROGRAM IS DESIGNED TO INCREASE FOOD SECURITY FOR ALL GOLDEN-AREA STUDENTS AND THEIR FAMILIES THROUGH INNOVATIVE PARTNERSHIPS AND PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3SCHOLARSHIPS PROVIDED TO GOLDEN AREA STUDENTS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: ROTARY CLUB OF GOLDEN ADDRESS: PO BOX 851 GOLDEN, CO 80402 CASH CONTRIBUTION: 15,000 NAME: BGOLDN ADDRESS: 16800 W 9TH AVE GOLDEN, CO 80401 CASH CONTRIBUTION: 9,044
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES BANK FEES 46 TOYS AND OTHER GOODS 24,525 TOTAL 24,571
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOLF TOURNAMENT DEPOSIT 0 2,500 TOTAL 0 2,500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUE TO ROTARY CLUB OF GOLDEN 1,213 1,213
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO 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 CONSISTUTION 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE MIRACLE SHOP IS AN ANNUAL HOLIDAY POPUP STORE IN GOLDEN, COLORADO TO PROVIDE TOYS FOR KIDS AT THE HOLIDAYS. THIS STORE ALLOWS FINANCIALLY STRUGGLING PARENTS THE ABILITY TO SHOP FOR NEW AND QUALITY TOYS AT REDUCED PRICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6GRANTS TO THE ROTARY CLUB OF GOLDEN OF 15,000 IN GENERAL SUPPORT OF COMMUNITY SERVICE, HUNGER PROGRAMS, SCHOLARSHIPS AND STUDENT AWARDS FOR THE BENEFIT OF THE GOLDEN COMMUNITY. OTHER ROTARY GRANTS INCLUDE 1,068 FOR WILD FIRE RELIEF.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7GRANTS TO BGOLDN TOTALED OVER 9,000 IN SUPPORT OF A THREE-TIER, COMMUNITY-DRIVEN APPROACH TO MEET STUDENTS' IMMEDIATE NUTRITIONAL NEEDS, PROVIDE LOW-INCOME FAMILIES WITH A STABLE SOURCE OF FRESH FOOD, AND ULTIMATELY END CYCLES OF HUNGER IN GOLDEN, COLORADO. THE PROGRAM IS DESIGNED TO INCREASE FOOD SECURITY FOR ALL GOLDEN-AREA STUDENTS AND THEIR FAMILIES THROUGH INNOVATIVE PARTNERSHIPS AND PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8SCHOLARSHIPS PROVIDED TO GOLDEN AREA STUDENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART III, LINE 30
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES MCGUIGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03032789224
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
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/PreparerFirmEIN0475548433
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REDSTONE CPA GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04465 KIPLING ST STE 106
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHEAT RIDGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0800332810
ReturnHeader/PreparerPersonGrp/PhoneNum03034227139
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL A MEIER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-16T15:34:29-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCGUIGA
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • <$500k nonprofits