Civic Intelligence

Roaring Fork Rotary Club Foundation Inc

EIN 84-1589051 • 501(c)3 • Carbondale, CO

Profile

The organization raises funds through special events and donations for the primary purpose of funding community projects and events WITH A FOCUS ON YOUTH AND EDUCATON.

PO Box 538 APT BCarbondale, CO 81623

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

90th percentile

0.66x

Higher debt load relative to assets than 90% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

93rd percentile

0.68x

Higher debt load relative to revenue than 93% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

49th percentile

-2.6%

Faster asset growth than 49% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

80th percentile

37%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$79,203

Down $2,085 (-2.6%) from 2024

Liabilities

Down

$52,532

Down $15,721 (-23%) from 2024

Net Assets

$26,671

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue93rd percentileNet Margin72nd percentile

Revenue

Up

$77,782

Up $21,146 (+37%) from 2024

Expenses

Up

$64,146

Up $19,991 (+45%) from 2024

Net Income

Up

$13,636

Up $1,155 (+9.3%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2010: $66,131Liabilities 2010: $13,6592010Assets 2011: $52,394Liabilities 2011: $3502011Assets 2012: $103,008Net Assets 2012: $103,0082012Assets 2013: $88,079Net Assets 2013: $88,0792013Assets 2014: $106,190Net Assets 2014: $106,1902014Assets 2015: $71,031Net Assets 2015: $71,0312015Assets 2016: $56,637Liabilities 2016: $1,000Net Assets 2016: $55,6372016Assets 2017: $64,778Liabilities 2017: $02017Assets 2018: $42,480Liabilities 2018: $02018Assets 2019: $38,121Net Assets 2019: $38,1212019Assets 2020: $38,017Net Assets 2020: $38,0172020Assets 2021: $44,728Net Assets 2021: $44,7282021Assets 2022: $53,232Liabilities 2022: $02022Assets 2023: $71,133Net Assets 2023: $71,1332023Assets 2024: $81,288Liabilities 2024: $68,2532024Assets 2025: $79,203Liabilities 2025: $52,532Net Assets 2025: $26,6712025

Highlighted filing

2025

Assets$79,203
Liabilities$52,532
Net Assets$26,671
Open 2025 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2010: $56,691Expenses 2010: $67,557Net Income 2010: -$10,8662010Revenue 2011: $45,658Expenses 2011: $39,202Net Income 2011: $6,4562011Revenue 2012: $86,681Expenses 2012: $35,717Net Income 2012: $50,9642012Revenue 2013: $38,302Expenses 2013: $53,231Net Income 2013: -$14,9292013Revenue 2014: $68,173Expenses 2014: $50,062Net Income 2014: $18,1112014Revenue 2015: $4,898Expenses 2015: $40,057Net Income 2015: -$35,1592015Revenue 2016: $24,948Expenses 2016: $40,342Net Income 2016: -$15,3942016Revenue 2017: $29,634Expenses 2017: $20,493Net Income 2017: $9,1412017Revenue 2018: $11,215Expenses 2018: $24,372Net Income 2018: -$13,1572018Revenue 2019: $13,342Expenses 2019: $17,701Net Income 2019: -$4,3592019Revenue 2020: $18,953Expenses 2020: $9,000Net Income 2020: $9,9532020Revenue 2021: $44,039Expenses 2021: $37,328Net Income 2021: $6,7112021Revenue 2022: $38,554Expenses 2022: $30,050Net Income 2022: $8,5042022Revenue 2023: $58,367Expenses 2023: $40,466Net Income 2023: $17,9012023Revenue 2024: $56,636Expenses 2024: $44,155Net Income 2024: $12,4812024Revenue 2025: $77,782Expenses 2025: $64,146Net Income 2025: $13,6362025

Highlighted filing

2025

Revenue$77,782
Expenses$64,146
Net Income$13,636
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$79,203
Liabilities
$52,532
Net assets
$26,671
Revenue
$77,782
Expenses
$64,146
Net income
$13,636
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.53$0.27$0.78$0.64$0.14
2024Summary only. Only limited summary data is available for this year.$0.81$0.68$0.57$0.44$0.12
2023Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.58$0.40$0.18
2022Summary only. Only limited summary data is available for this year.$0.53$0.00$0.39$0.30$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.45$0.44$0.37$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.38$0.19$0.09$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.38$0.13$0.18$0.04
2018Summary only. Only limited summary data is available for this year.$0.42$0.00$0.11$0.24$0.13
2017Summary only. Only limited summary data is available for this year.$0.65$0.00$0.30$0.20$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.57$0.01$0.56$0.25$0.40$0.15
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.05$0.40$0.35
2014Detailed filing. Detailed filing data is available for this year.$1.06$1.06$0.68$0.50$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.88$0.88$0.38$0.53$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$1.03$0.87$0.36$0.51
2011Summary only. Only limited summary data is available for this year.$0.52$0.00$0.46$0.39$0.06
2010Summary only. Only limited summary data is available for this year.$0.66$0.14$0.57$0.68$0.11
Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Sep 6, 2023
Return Version
2022v5.0
Gross Receipts
$70,240
Mission and Program Overview

Mission

The organization raises funds through special events and donations for the primary purpose of funding community projects and events WITH A FOCUS ON YOUTH AND EDUCATON.

See Schedule O

Program Services

DescriptionGrantsExpenses
Provide scholarships and services to the community$5,000-
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Treasurer-$0--
Filing and Contact Details

Filer

Filer Name
Roaring Fork Rotary Club Foundation Inc
EIN
84-1589051
Address
PO Box 538 APT B, Carbondale, CO 81623

Signing Officer

Name
Alan Cole
Title
President
Signed
2023-09-06
Discuss with paid preparer
Yes

Preparer

Firm
Be Joyful Accounting Inc
Address
1808 County Road 245, New Castle, CO 81647
Preparer
Joy Guffey
Phone
9709455241
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 8, Other Revenue

“Individual scholarship donations 1,889”

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity Scholarships, Grantee various various Carbondale CO 81623, Cash Grant 16,500, Relationship”

Form 990-EZ, Part I, Line 10, Grants Paid

“Activity Donation, Grantee Thunder River Theatre 67 Promenade Carbondale CO 81623, Cash Grant 13,954, Relationship”

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

“Supplies 743”

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

“Exchange student expenses 2,269”

Raw XML Appendix146 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Be Joyful Accounting
IRS990EZ/BooksInCareOfDetail/PhoneNum09709455241
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01175 County Road 154
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Glenwood Springs
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd081601
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt053232
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt071133
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015991
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt017901
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt053232
IRS990EZ/Form990TotalAssetsGrp/EOYAmt071133
IRS990EZ/GamingGrossIncomeAmt052360
IRS990EZ/GrantsAndSimilarAmountsPaidAmt037454
IRS990EZ/GrossReceiptsAmt070240
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt053232
IRS990EZ/NetAssetsOrFundBalancesEOYAmt071133
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt053232
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt071133
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0001.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0Tim Whitsitt
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt03012
IRS990EZ/OtherRevenueTotalAmt01889
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0See Schedule O
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Provide scholarships and services to the community
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt05000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt011873
IRS990EZ/SpecialEventsNetIncomeLossAmt040487
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CO
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt040466
IRS990EZ/TotalRevenueAmt058367
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010182
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt062037
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt062037
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010182
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt025855
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt021000
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt062037
IRS990ScheduleA/TotalSupportAmt062037
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/AgrmtProfFundraisingActyInd0false
IRS990ScheduleG/CharitableDistributionRqrInd0false
IRS990ScheduleG/CntrctWith3rdPrtyForGameRevInd0false
IRS990ScheduleG/GamingInformationGrp/CashPrizesBingoAmt010833
IRS990ScheduleG/GamingInformationGrp/CashPrizesTotalGamingAmt010833
IRS990ScheduleG/GamingInformationGrp/DirectExpenseSummaryGamingAmt011073
IRS990ScheduleG/GamingInformationGrp/GrossRevenueBingoAmt050860
IRS990ScheduleG/GamingInformationGrp/GrossRevenueTotalGamingAmt050860
IRS990ScheduleG/GamingInformationGrp/NetGamingIncomeSummaryAmt039787
IRS990ScheduleG/GamingInformationGrp/RentFacilityCostsBingoAmt0240
IRS990ScheduleG/GamingInformationGrp/RentFcltyCostsTotalGamingAmt0240
IRS990ScheduleG/GamingOtherFacilityPct01.00000
IRS990ScheduleG/GamingWithNonmembersInd0false
IRS990ScheduleG/IndividualWithBooksNm0Alan Cole
IRS990ScheduleG/MemberOfOtherEntityInd0false
IRS990ScheduleG/PersonsWithBooksUSAddress/AddressLine1Txt0480 Settlement Lane
IRS990ScheduleG/PersonsWithBooksUSAddress/CityNm0Carbondale
IRS990ScheduleG/PersonsWithBooksUSAddress/StateAbbreviationCd0CO
IRS990ScheduleG/PersonsWithBooksUSAddress/ZIPCd081623
IRS990ScheduleG/StatesWhereGamingConductedCd0CO
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Individual scholarship donations 1,889
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Scholarships, Grantee various various Carbondale CO 81623, Cash Grant 16,500, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Donation, Grantee Thunder River Theatre 67 Promenade Carbondale CO 81623, Cash Grant 13,954, Relationship
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Supplies 743
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Exchange student expenses 2,269
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 8, Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10, Grants Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Alan Cole
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Roaring Fork Rotary Club Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0ROAR
ReturnHeader/Filer/EIN0841589051
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 538 APT B
ReturnHeader/Filer/USAddress/CityNm0Carbondale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081623
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0472711283
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Be Joyful Accounting Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01808 County Road 245
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Castle
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081647
ReturnHeader/PreparerPersonGrp/PhoneNum09709455241
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joy Guffey
ReturnHeader/ReturnTs02023-09-07T03:50:46-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Alan
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Cole
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.