Civic Intelligence

Roaring Fork Schools Foundation

990EZ • Fiscal year 2024 • EIN 84-3221793

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 25, 2024

400 Sopris AvenueCarbondale, CO 81623

(970) 366-2195

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

57th percentile

0.00x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

25th percentile

-11%

Higher net margin than 25% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

18th percentile

-31%

Faster asset growth than 18% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

30%

Faster revenue growth than 75% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$26,634

Down $11,928 (-31%) from 2023

Net Assets

Down

$26,634

Down $11,928 (-31%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$108,068

Up $24,701 (+30%) from 2023

Expenses

Up

$119,996

Up $61,681 (+106%) from 2023

Net Income

Down

-$11,928

Down $36,980 (-148%) from 2023

Historical Trend

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2022: $13,510Liabilities 2022: $0Net Assets 2022: $13,5102022Assets 2023: $38,562Liabilities 2023: $0Net Assets 2023: $38,5622023Assets 2024: $26,634Liabilities 2024: $0Net Assets 2024: $26,6342024Assets 2025: $4,708Liabilities 2025: $0Net Assets 2025: $4,7082025

Highlighted filing

2024

Assets$26,634
Liabilities$0
Net Assets$26,634

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2022: $108,987Expenses 2022: $115,142Net Income 2022: -$6,1552022Revenue 2023: $83,367Expenses 2023: $58,315Net Income 2023: $25,0522023Revenue 2024: $108,068Expenses 2024: $119,996Net Income 2024: -$11,9282024Revenue 2025: $274,561Expenses 2025: $296,487Net Income 2025: -$21,9262025

Highlighted filing

2024

Revenue$108,068
Expenses$119,996
Net Income-$11,928
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 25, 2024
Return Version
2023v5.1
Gross Receipts
$108,068
Mission and Program Overview

Mission

The roaring fork schools foundation (rfsf) is a charitable nonprofit organization dedicated to supporting and enhancing programs and services in the roaring fork school district. Rfsf supports and enhances quality educational programs for students in the roaring fork schools; complements the efforts of other community/education based organizations to fill voids across the roaring fork school district; and serves as a fiscal agent for the district's family resource center and roaring fork precollegiate program as needed.

The Roaring Fork Schools Foundation (RFSF) is a charitable nonprofit organization dedicated to supporting and enhancing program and services in the Roaring Fork School District. RFSF supports and enhances quality educational programs for students in the roaring fork schools; complements the efforts of other community/education based organization to fill voids across the Roaring Fork School District; and serves as a fiscal agent for the district's family resource center and Roarking Fork Precollegiate program as needed.

Program Services

DescriptionGrantsExpenses
Pre-Collegiate program and famliy resource assisting students and their families by providing resources and education opportunities that are not being met in traditional school.$108,045$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary GeigerSecretary-$0--
David SmithTreasurer-$0--
Kelly MedinaBoard Member-$0--
Natalie TorresPresident-$0--
Anna ColeBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Roaring Fork Schools Foundation
EIN
84-3221793
Phone
9703662195
Address
400 Sopris Avenue, Carbondale, CO 81623

Signing Officer

Name
David Smith
Title
Treasurer
Phone
9703662195
Signed
2024-11-25
Discuss with paid preparer
Yes

Preparer

Firm
James P Heelan CPA PC
Address
1101 Village Road LL2A, Carbondale, CO 81623
Preparer
Brittany A Dreher CPA
Phone
9709276800
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: Interest Income. Amount: 23.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Educational Funding. Grantee Name: Roaring Fork Pre-Collegiate. Grantee Address: 400 Sopris Avenue Carbondale, CO 81623. Property Description: Cash. Date of Gift: Various. Amount Given: 115,775.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Program Funding. Grantee Name: RFSD Food & Nutrition Services. Grantee Address: 400 Sopris Avenue Carbondale, CO 81623. Property Description: Cash. Date of Gift: 02/16/24. Amount Given: 680.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: Educational Funding. Grantee Name: Roaring Fork Family Resource Center. Grantee Address: 108 8th Street Glenwood Springs, CO 81601. Property Description: Cash. Date of Gift: 04/12/24. Amount Given: 800. Total included on Form 990-EZ, line 10: 117,255.

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

Description: Office Supplies. Amount: 361.

Raw XML Appendix177 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/PersonNm4Anna Cole
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
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IRS990EZ/OperateHospitalInd00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0The Roaring Fork Schools Foundation (RFSF) is a charitable nonprofit organization dedicated to supporting and enhancing program and services in the Roaring Fork School District. RFSF supports and enhances quality educational programs for students in the roaring fork schools; complements the efforts of other community/education based organization to fill voids across the Roaring Fork School District; and serves as a fiscal agent for the district's family resource center and Roarking Fork Precollegiate program as needed.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Pre-Collegiate program and famliy resource assisting students and their families by providing resources and education opportunities that are not being met in traditional school.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Interest Income. Amount: 23.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activity Classification: Educational Funding. Grantee Name: Roaring Fork Pre-Collegiate. Grantee Address: 400 Sopris Avenue Carbondale, CO 81623. Property Description: Cash. Date of Gift: Various. Amount Given: 115,775.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: Program Funding. Grantee Name: RFSD Food & Nutrition Services. Grantee Address: 400 Sopris Avenue Carbondale, CO 81623. Property Description: Cash. Date of Gift: 02/16/24. Amount Given: 680.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: Educational Funding. Grantee Name: Roaring Fork Family Resource Center. Grantee Address: 108 8th Street Glenwood Springs, CO 81601. Property Description: Cash. Date of Gift: 04/12/24. Amount Given: 800. Total included on Form 990-EZ, line 10: 117,255.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Description: Office Supplies. Amount: 361.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16 - Other Expenses
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/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0David Smith
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09703662195
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Roaring Fork Schools Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ROAR
ReturnHeader/Filer/EIN0843221793
ReturnHeader/Filer/PhoneNum09703662195
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 Sopris Avenue
ReturnHeader/Filer/USAddress/CityNm0Carbondale
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081623
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822047681
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0James P Heelan CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01101 Village Road LL2A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Carbondale
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081623
ReturnHeader/PreparerPersonGrp/PhoneNum09709276800
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Brittany A Dreher CPA
ReturnHeader/ReturnTs02024-11-26T08:58:14-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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