Civic Intelligence

Community Service Fund Rotary Club of Colorado Springs

EIN 84-6394934 • 501(c)3 • Colorado Springs, CO

Profile

Sponsorship for Local Not-for-Profit Organizations.

PO Box 1558Colorado Springs, CO 80901-1558

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

89th percentile

50%

Higher net margin than 89% of similar nonprofits.

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

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 2024

Asset Growth

72nd percentile

15%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

63rd percentile

9.5%

Faster revenue growth than 63% of similar nonprofits.

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

Assets

Up

$471,481

Up $60,423 (+15%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$471,481

Up $60,423 (+15%) from 2023

Revenue

Up

$121,012

Up $10,483 (+9.5%) from 2023

Expenses

Down

$60,589

Down $57,007 (-48%) from 2023

Net Income

Up

$60,423

Up $67,490 (+955%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $64,096Liabilities 2011: $4,122Net Assets 2011: $59,9742011Assets 2012: $90,707Net Assets 2012: $90,7072012Assets 2013: $79,995Net Assets 2013: $79,9952013Assets 2014: $96,406Net Assets 2014: $96,4062014Assets 2015: $101,795Net Assets 2015: $101,7952015Assets 2016: $91,213Net Assets 2016: $91,2132016Assets 2017: $236,708Liabilities 2017: $0Net Assets 2017: $236,7082017Assets 2018: $237,039Net Assets 2018: $237,0392018Assets 2019: $344,406Liabilities 2019: $0Net Assets 2019: $344,4062019Assets 2020: $346,039Liabilities 2020: $0Net Assets 2020: $346,0392020Assets 2021: $431,055Liabilities 2021: $0Net Assets 2021: $431,0552021Assets 2022: $418,125Liabilities 2022: $0Net Assets 2022: $418,1252022Assets 2023: $411,058Liabilities 2023: $0Net Assets 2023: $411,0582023Assets 2024: $471,481Liabilities 2024: $0Net Assets 2024: $471,4812024

Highlighted filing

2024

Assets$471,481
Liabilities$0
Net Assets$471,481

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $71,878Expenses 2011: $62,619Net Income 2011: $9,2592011Revenue 2012: $90,914Expenses 2012: $60,181Net Income 2012: $30,7332012Revenue 2013: $49,685Expenses 2013: $60,397Net Income 2013: -$10,7122013Revenue 2014: $93,891Expenses 2014: $77,480Net Income 2014: $16,4112014Revenue 2015: $95,250Expenses 2015: $89,861Net Income 2015: $5,3892015Revenue 2016: $70,858Expenses 2016: $81,440Net Income 2016: -$10,5822016Revenue 2017: $200,761Expenses 2017: $55,266Net Income 2017: $145,4952017Revenue 2018: $152,523Expenses 2018: $152,192Net Income 2018: $3312018Revenue 2019: $277,828Expenses 2019: $170,461Net Income 2019: $107,3672019Revenue 2020: $148,518Expenses 2020: $146,885Net Income 2020: $1,6332020Revenue 2021: $195,786Expenses 2021: $110,770Net Income 2021: $85,0162021Revenue 2022: $131,636Expenses 2022: $144,566Net Income 2022: -$12,9302022Revenue 2023: $110,529Expenses 2023: $117,596Net Income 2023: -$7,0672023Revenue 2024: $121,012Expenses 2024: $60,589Net Income 2024: $60,4232024

Highlighted filing

2024

Revenue$121,012
Expenses$60,589
Net Income$60,423

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$1.21$0.61$0.60
2023Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$1.11$1.18$0.07
2022Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$1.32$1.45$0.13
2021Detailed filing. Detailed filing data is available for this year.$4.31$0.00$4.31$1.96$1.11$0.85
2020Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$1.49$1.47$0.02
2019Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$2.78$1.70$1.07
2018Detailed filing. Detailed filing data is available for this year.$2.37$2.37$1.53$1.52$0.00
2017Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$2.01$0.55$1.45
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.91$0.71$0.81$0.11
2015Detailed filing. Detailed filing data is available for this year.$1.02$1.02$0.95$0.90$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.96$0.96$0.94$0.77$0.16
2013Detailed filing. Detailed filing data is available for this year.$0.80$0.80$0.50$0.60$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.91$0.91$0.60$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.04$0.60$0.72$0.63$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.0
Gross Receipts
$233,072
Mission and Program Overview

Mission

Sponsorship for Local Not-for-Profit Organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$265,826$287,734▲ $21,908
Savings and Temporary Cash Investments-$141,170-
Cash and Non-Interest-Bearing Accounts$145,232$42,577▼ $102,655
Total Assets$411,058$471,481▲ $60,423
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$411,058$471,481▲ $60,423
Total Net Assets Fund Balance$411,058$471,481▲ $60,423
Total Liabilities and Net Assets / Fund Balance$411,058$471,481▲ $60,423

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$287,734--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$265,825$12,500▲ $9,408-$287,733
2023$247,129$12,150▲ $6,546-$265,825
2022$214,998$20,000▲ $12,451-$247,449
2021$162,669$16,000▲ $36,329-$214,998
2020$157,979$250▲ $4,440-$162,669
Compensation and Service Providers

Board Members and Trustees

NameTitle
Bill NelsonChairman
Cody BurkettTrustee
Dan HillmanTrustee
Kent PalmerTrustee
Lynn PearsonTrustee
Tina DeweyTrustee
Mike McgrathTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$28,069
Program Service Revenue
$0
Investment Income
$10,578
Other Revenue
$82,365
All Other Contributions
$28,069
Change in Net Assets
$60,423
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$43,889
Other Expenses$16,700
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$27,923--$27,923
Fees for Services Other$11,222$689-$11,911
Foreign Grants$9,466--$9,466
Grants to Domestic Individuals$6,500--$6,500
Fees for Services Accounting-$4,789-$4,789
Total Functional Expenses$55,111$5,478$0$60,589
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Columbia Elementary School----
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$194,425
Fundraising Direct Expenses$112,060
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Wings of Change$164,688$164,688$52,657$112,031
Golf Tournament$29,737$29,737$743$28,994
Total Events$194,425$194,425$112,060$82,365
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Organization has a contracted bookkeeper. Ssars 21 financial statements are prepared by an outside accounting firm. These reports are reviewed at the board meetings. The year-end report is used to prepare the form 990.

Form 990, Page 6, Part VI, Line 19

No other documents available to the public

Filing and Contact Details

Filer

Filer Name
Community Service Fund Rotary Club
EIN
84-6394934
Phone
9706905485
Address
PO BOX 1558, COLORADO SPRINGS, CO 80901-1558

Signing Officer

Name
Mike Mcgrath
Title
Treasurer
Phone
9706905485
Signed
2025-05-08

Organization Details

Principal Officer
Bill Nelson
Formed
1971
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
110

Preparer

Firm
Wilcox & Associates Pc
Address
3125 AUSTIN BLUFFS PARKWAY, COLORADO SPRINGS, CO 80918
Preparer
Edward D Wilcox CPA
Phone
7195989202
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Item B

Interest and dividends not reported correctly on original filing.

Form 990, Part IX, Line 11G

Merchant account fees 8,265 0 0 square fees 44 0 0 bank fees 0 43 0 legal fees (sos) 109 10 0 website hosting 0 636 0 meeting expenses 2,793 0 0 shipping expenses 11 0 0 total 11,222 689 0

Raw XML Appendix382 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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IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0265825
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt012500
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0287733
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt09408
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0247129
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt012150
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0265825
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06546
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0214998
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt020000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0247449
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt012451
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0162669
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt016000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0214998
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt036329
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0157979
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0250
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0162669
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04440
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0287734
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0VANGUARD ENDOWMENT INVESTMENT ACCOUN
IRS990ScheduleD/TotalBookValueProgramRltdAmt0287734
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt0100
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0100
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0112060
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0WINGS OF CHANGE
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01055
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt037124
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt038179
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt029737
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0164688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0194425
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt029737
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0164688
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0194425
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt082365
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt053400
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0743
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt052657
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt018110
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt02271
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt020381
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt04000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt12500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0COLLEGE SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1DIAMOND AWARDS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt04
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt15
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt06052
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COLUMBIA ELEMENTARY SCHOOL
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTEREST AND DIVIDENDS NOT REPORTED CORRECTLY ON ORIGINAL FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION HAS A CONTRACTED BOOKKEEPER. SSARS 21 FINANCIAL STATEMENTS ARE PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THESE REPORTS ARE REVIEWED AT THE BOARD MEETINGS. THE YEAR-END REPORT IS USED TO PREPARE THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO OTHER DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MERCHANT ACCOUNT FEES 8,265 0 0 SQUARE FEES 44 0 0 BANK FEES 0 43 0 LEGAL FEES (SOS) 109 10 0 WEBSITE HOSTING 0 636 0 MEETING EXPENSES 2,793 0 0 SHIPPING EXPENSES 11 0 0 TOTAL 11,222 689 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, ITEM B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0411058
IRS990/TotalAssetsEOYAmt0471481
IRS990/TotalAssetsGrp/BOYAmt0411058
IRS990/TotalAssetsGrp/EOYAmt0471481
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt028069
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05478
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt055111
IRS990/TotalFunctionalExpensesGrp/TotalAmt060589
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0411058
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0471481
IRS990/TotalProgramServiceExpensesAmt055111
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010578
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0121012
IRS990/TotalVolunteersCnt0110
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0411058
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0471481
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1558
IRS990/USAddress/CityNm0COLORADO SPRINGS
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd0809011558
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0HTTPS://PORTAL.CLUBRUNNER.CA/3250
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE MCGRATH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09706905485
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMMUNITY SERVICE FUND ROTARY CLUB
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0OF COLORADO SPRINGS
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0846394934
ReturnHeader/Filer/PhoneNum09706905485
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1558
ReturnHeader/Filer/USAddress/CityNm0COLORADO SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd0809011558
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204735779
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WILCOX & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03125 AUSTIN BLUFFS PARKWAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLORADO SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080918
ReturnHeader/PreparerPersonGrp/PhoneNum07195989202
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD D WILCOX CPA
ReturnHeader/ReturnTs02025-05-13T15:12:13-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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