Liabilities / Assets
66th percentile
Higher debt load relative to assets than 66% of similar nonprofits.
Rotary International Montrose Rotary Club
EIN 84-6037363 • 501(c)4 • Montrose, CO
Profile
Provide humanitarian service, encourage high ethcial standards in all vocations, and help build goodwill and peace in the world.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.01x
Liabilities / Revenue
72nd percentile
Higher debt load relative to revenue than 72% of similar nonprofits.
Net Margin
62nd percentile
Higher net margin than 62% of similar nonprofits.
Top Officer Pay
89th percentile
Higher top officer pay than 89% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
70th percentile
Faster asset growth than 70% of similar nonprofits.
Revenue Growth
67th percentile
Faster revenue growth than 67% of similar nonprofits.
Balance Sheet
Assets
Up$241,852
Up $18,540 (+8.3%) from 2024
Liabilities
Down$2,959
Down $167 (-5.3%) from 2024
Net Assets
Up$238,893
Up $18,707 (+8.5%) from 2024
Revenue
Up$103,554
Up $9,266 (+9.8%) from 2024
Expenses
Up$95,158
Up $2,247 (+2.4%) from 2024
Net Income
Up$8,396
Up $7,019 (+510%) from 2024
Trend Graphs
Filings
Most recent year
2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $241,852
- Liabilities
- $2,959
- Net assets
- $238,893
- Revenue
- $103,554
- Expenses
- $95,158
- Net income
- $8,396
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2024 to Jun 30, 2025
- Signed
- Jan 22, 2026
- Return Version
- 2024v5.0
- Gross Receipts
- $103,554
Mission and Program Overview
Mission
Provide humanitarian service, encourage high ethcial standards in all vocations, and help build goodwill and peace in the world.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHCIAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. | - | $95,158 |
| PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHCIAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| ROSS TURNER | Board Member | - | $0 | - | - |
| DAVE FRANK | President | - | $0 | - | - |
| NATHAN MANES | President El | - | $0 | - | - |
| ED FLORES | Treasurer | - | $0 | - | - |
| LYNN SCHNEIDER | Board Member | - | $0 | - | - |
| CLIFF DODGE | Board Member | - | $0 | - | - |
| KAY HEINSCHEL | Secretary | - | $0 | - | - |
| DELPHINE JADOT | President No | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Rotary International Montrose
- EIN
- 84-6037363
- Phone
- 9702499900
- Address
- PO BOX 1894, MONTROSE, CO 81402-1894
Signing Officer
- Name
- Delphine Jadot
- Title
- President Nominee
- Phone
- 9702499900
- Signed
- 2026-01-22
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Maxfield Peterson Pc
- Address
- 1203 NORTH 1ST STREET, MONTROSE, CO 81401
- Preparer
- Stephen M Peterson
- Phone
- 9702499074
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 16
“Expenses bank service charges 1,277 office supplies 727 computer expenses 174 club runner charges 720 misc club service 834 meal expense 27,240 club dues 10,777 fishing derby 4,021 scholarships 8,000 shoes for kids 26,994 youth appreciation day 250 mcf fees - scholarships 4,942 pop-up projects 329 total 86,285”
Form 990-ez, Part I, Line 20
“Unrealized gains/losses 10,311”
Form 990-ez, Part II, Line 24
“Accounts receivable 475 2,302 prepaid expenses and deferred charges 1,742 0 total 2,217 2,302”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 3,126 2,959”
Form 990-ez, Part III
“Provide humanitarian service, encourage high ethcial standards in all vocations, and help build goodwill and peace in the world.”
Form 990-ez, Part III, Line 31
“Provide humanitarian service, encourage high ethcial standards in all vocations, and help build goodwill and peace in the world.”
Raw XML Appendix133 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/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | BUSINESS OPTIONS |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 9702493700 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2233 E MAIN STREET |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | MONTROSE |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CO |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 81401 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 221095 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 239550 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 43936 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 8396 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 7568 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 223312 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 241852 |
| IRS990EZ/GrossReceiptsAmt | 0 | 103554 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 5238 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 54380 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 220186 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 238893 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 220186 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 238893 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | ROSS TURNER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DAVE FRANK |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | NATHAN MANES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | ED FLORES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | LYNN SCHNEIDER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | CLIFF DODGE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | KAY HEINSCHEL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | DELPHINE JADOT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | PRESIDENT EL |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | TREASURER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | BOARD MEMBER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | PRESIDENT NO |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 2217 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 2302 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 10311 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 86285 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHCIAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 1305 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHCIAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 1 | PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHCIAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 95158 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 3126 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 2959 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 95158 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 95158 |
| IRS990EZ/TotalRevenueAmt | 0 | 103554 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.CLUBRUNNER.CA/MONTROSE |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | EXPENSES BANK SERVICE CHARGES 1,277 OFFICE SUPPLIES 727 COMPUTER EXPENSES 174 CLUB RUNNER CHARGES 720 MISC CLUB SERVICE 834 MEAL EXPENSE 27,240 CLUB DUES 10,777 FISHING DERBY 4,021 SCHOLARSHIPS 8,000 SHOES FOR KIDS 26,994 YOUTH APPRECIATION DAY 250 MCF FEES - SCHOLARSHIPS 4,942 POP-UP PROJECTS 329 TOTAL 86,285 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | UNREALIZED GAINS/LOSSES 10,311 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS RECEIVABLE 475 2,302 PREPAID EXPENSES AND DEFERRED CHARGES 1,742 0 TOTAL 2,217 2,302 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 3,126 2,959 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHCIAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | PROVIDE HUMANITARIAN SERVICE, ENCOURAGE HIGH ETHCIAL STANDARDS IN ALL VOCATIONS, AND HELP BUILD GOODWILL AND PEACE IN THE WORLD. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 16 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 24 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART III, LINE 31 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DELPHINE JADOT |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT NOMINEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 9702499900 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2026-01-22 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | ROTARY INTERNATIONAL MONTROSE |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | ROTARY CLUB |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | ROTA |
| ReturnHeader/Filer/EIN | 0 | 846037363 |
| ReturnHeader/Filer/PhoneNum | 0 | 9702499900 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 1894 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | MONTROSE |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CO |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 814021894 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 460513214 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MAXFIELD PETERSON PC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1203 NORTH 1ST STREET |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MONTROSE |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 81401 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 9702499074 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2026-01-22 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | STEPHEN M PETERSON |
| ReturnHeader/ReturnTs | 0 | 2026-01-22T12:13:11-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
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