Civic Intelligence

The Loveland Rotary Club Foundation

EIN 84-6058583 • 501(c)3 • Loveland, CO

Profile

To further the philanthropic activites of the Loveland Rotary Club by contributing to health, education and youth projects in the community and internationally.

PO Box 304Loveland, CO 80539

www.lovelandrotary.org

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

70th percentile

17%

Higher net margin than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

71%

Faster revenue growth than 87% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,954,283

Up $289,527 (+11%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,954,283

Up $289,527 (+11%) from 2023

Revenue

Up

$301,887

Up $125,000 (+71%) from 2023

Expenses

Down

$249,868

Down $94,722 (-27%) from 2023

Net Income

Up

$52,019

Up $219,722 (+131%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $609,446Liabilities 2010: $11,957Net Assets 2010: $597,4892010Assets 2011: $683,697Liabilities 2011: $3,500Net Assets 2011: $680,1972011Assets 2012: $740,422Liabilities 2012: $676Net Assets 2012: $739,7462012Assets 2013: $859,490Liabilities 2013: $7,146Net Assets 2013: $852,3442013Assets 2014: $1,043,418Liabilities 2014: $5,528Net Assets 2014: $1,037,8902014Assets 2015: $1,138,308Liabilities 2015: $64Net Assets 2015: $1,138,2442015Assets 2016: $1,176,684Liabilities 2016: $315Net Assets 2016: $1,176,3692016Assets 2017: $1,306,338Liabilities 2017: $943Net Assets 2017: $1,305,3952017Assets 2018: $2,296,779Liabilities 2018: $0Net Assets 2018: $2,296,7792018Assets 2019: $2,676,238Liabilities 2019: $0Net Assets 2019: $2,676,2382019Assets 2020: $2,982,284Liabilities 2020: $0Net Assets 2020: $2,982,2842020Assets 2021: $2,989,626Liabilities 2021: $0Net Assets 2021: $2,989,6262021Assets 2022: $2,564,248Liabilities 2022: $0Net Assets 2022: $2,564,2482022Assets 2023: $2,664,756Liabilities 2023: $0Net Assets 2023: $2,664,7562023Assets 2024: $2,954,283Liabilities 2024: $0Net Assets 2024: $2,954,2832024

Highlighted filing

2024

Assets$2,954,283
Liabilities$0
Net Assets$2,954,283

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $109,763Expenses 2010: $85,623Net Income 2010: $24,1402010Revenue 2011: $162,894Expenses 2011: $80,185Net Income 2011: $82,7092011Revenue 2012: $172,725Expenses 2012: $105,714Net Income 2012: $67,0112012Revenue 2013: $203,571Expenses 2013: $98,582Net Income 2013: $104,9892013Revenue 2014: $313,364Expenses 2014: $117,814Net Income 2014: $195,5502014Revenue 2015: $208,849Expenses 2015: $106,264Net Income 2015: $102,5852015Revenue 2016: $205,789Expenses 2016: $162,030Net Income 2016: $43,7592016Revenue 2017: $371,915Expenses 2017: $351,571Net Income 2017: $20,3442017Revenue 2018: $321,048Expenses 2018: $326,252Net Income 2018: -$5,2042018Revenue 2019: $946,597Expenses 2019: $498,504Net Income 2019: $448,0932019Revenue 2020: $677,732Expenses 2020: $598,476Net Income 2020: $79,2562020Revenue 2021: $237,796Expenses 2021: $166,072Net Income 2021: $71,7242021Revenue 2022: $241,902Expenses 2022: $249,328Net Income 2022: -$7,4262022Revenue 2023: $176,887Expenses 2023: $344,590Net Income 2023: -$167,7032023Revenue 2024: $301,887Expenses 2024: $249,868Net Income 2024: $52,0192024

Highlighted filing

2024

Revenue$301,887
Expenses$249,868
Net Income$52,019

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$0.00$2.95$0.30$0.25$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.00$2.66$0.18$0.34$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.56$0.00$2.56$0.24$0.25$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.99$0.00$2.99$0.24$0.17$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$0.00$2.98$0.68$0.60$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.68$0.00$2.68$0.95$0.50$0.45
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.32$0.33$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.00$1.31$0.37$0.35$0.02
2016Summary only. Only limited summary data is available for this year.$1.18$0.00$1.18$0.21$0.16$0.04
2015Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.21$0.11$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.04$0.01$1.04$0.31$0.12$0.20
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.01$0.85$0.20$0.10$0.10
2012Summary only. Only limited summary data is available for this year.$0.74$0.00$0.74$0.17$0.11$0.07
2011Summary only. Only limited summary data is available for this year.$0.68$0.00$0.68$0.16$0.08$0.08
2010Summary only. Only limited summary data is available for this year.$0.61$0.01$0.60$0.11$0.09$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 29, 2025
Return Version
2024v5.2
Gross Receipts
$311,617
Mission and Program Overview

Mission

To further the philanthropic activites of the Loveland Rotary Club by contributing to health, education and youth projects in the community and internationally.

To further the philanthropic activities of the Loveland Rotary Club by contributing to health, education and youth projects in the community and internationally.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,514,861$2,820,238▲ $305,377
Rtn Earn Endowment Incm Other Fnds$1,147,400$1,483,147▲ $335,747
Cap Stk Tr Prin Current Funds$1,517,356$1,471,136▼ $46,220
Cash and Non-Interest-Bearing Accounts$137,940$122,090▼ $15,850
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,664,756$2,954,283▲ $289,527
Other Assets Total$11,955$11,955→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,664,756$2,954,283▲ $289,527
Total Liabilities and Net Assets / Fund Balance$2,664,756$2,954,283▲ $289,527
Compensation and Service Providers

Board Members and Trustees

NameTitle
Charles BouchardChair
Laura ArmstrongChair Elect
Doug ManneringTrustee
Gary SmallTrustee
Jon KindschyTrustee
Kathryn VilhaTrustee
Phil AshcraftTrustee
Rick ParkerTrustee
Suzanne PetersonFinance Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$211,319
Program Service Revenue
$0
Investment Income
$85,164
Other Revenue
$5,404
All Other Contributions
$171,603
Change in Net Assets
$52,019
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$224,592
Other Expenses$25,276
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$224,592--$224,592
Fees for Service Investment Mgmnt Fees-$15,840-$15,840
Fees for Services Accounting-$9,128-$9,128
Other Expenses-$200-$200
Office Expenses-$108-$108
Total Functional Expenses$224,592$25,276$0$249,868
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Thompson Education FoundationLoveland, CO-College Scholarship$100,721
Thompson School District R2JLoveland, CO-Education$30,920
Global Access 2030Denver, CO-Water for Life Donation$14,631
KidsPakLoveland, CO-Hunger Relief$12,500
Rocky Mountain RYLADenver, CO-RYLA Tuition$8,125
Center for Family OutreachFort Collins, CO-Education$5,500
United Way of Larimer CountyFort Collins, CO-Library$5,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,134
Fundraising Direct Expenses$9,730
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Duck Race$39,850$15,134$4,649$10,485
Art Show$15,000---
Total Events$54,850$15,134$9,730$5,404
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

Form 990 is reviewed by the Board prior to submission to the IRS.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Loveland Rotary Club Foundation
EIN
84-6058583
Phone
9702905553
Address
PO BOX 304, LOVELAND, CO 80539

Signing Officer

Name
Laura Armstrong
Title
Chair
Signed
2025-08-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Laura Armstrong
Formed
1984
Legal Domicile
Co
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
150

Preparer

Firm
Haynie & Company
Address
1785 WEST 2300 SOUTH, SALT LAKE CITY, UT 84119
Preparer
Brian S Jacobson CPA
Phone
8019724800
Raw XML AppendixShowing 400 of 507 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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IRS990/PrincipalOfficerNm0Laura Armstrong
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IRS990/ProgSrvcAccomActy2Grp/Desc0Every year the Foundation selects a number of high school seniors to receive an academic scholarship for college. Once selected the student receives the payment each year for 4 years.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt023000
IRS990/ProgSrvcAccomActy3Grp/Desc0The Foundation purchases books to assist with our literacy efforts, Chrome books, and Ipads and gives them to grade schools in the R2J School District.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0The Foundation awards scholarships for Career and Technical Educaton and ArtScholarships.
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Duck Race
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Education
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Water for Life Donation
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Hunger Relief
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3RYLA Tuition
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4College Scholarship
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Education
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6Library
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Center for Family Outreach
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Global Access 2030
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2KidsPak
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Rocky Mountain RYLA
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Thompson Education Foundation
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Thompson School District R2J
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6United Way of Larimer County
IRS990ScheduleI/RecipientTable/RecipientEIN0846013346
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0212 W Mountain Ave
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13001 Brighton Blvd Suite 310
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO Box 2078
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt34704 Harlan Street Suite 210
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4400 N Colorado Ave

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