Civic Intelligence

Sterling Rotary Foundation Inc

EIN 85-2236394 • 501(c)3 • Sterling, CO

Profile

Provide college scholarships to students. Provide financial assistance to local, national and international non-profit and needy individuals and organizations.

PO Box 828Sterling, CO 80751

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2023

Net Margin

18th percentile

-32%

Higher net margin than 18% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

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 2023

Asset Growth

61st percentile

4.1%

Faster asset growth than 61% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-93%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$124,352

Up $4,848 (+4.1%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$124,352

Up $4,848 (+4.1%) from 2022

Operations
Liabilities / RevenueScore unavailableNet Margin18th percentile

Revenue

Down

$11,349

Down $153,727 (-93%) from 2022

Expenses

Down

$14,951

Down $50,696 (-77%) from 2022

Net Income

Down

-$3,602

Down $103,031 (-104%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$150K$100K$50K$0Assets 2020: $12,829Net Assets 2020: $12,8292020Assets 2021: $41,105Net Assets 2021: $41,1052021Assets 2022: $119,504Net Assets 2022: $119,5042022Assets 2023: $124,352Net Assets 2023: $124,3522023

Highlighted filing

2023

Assets$124,352
Liabilities-
Net Assets$124,352
Open 2023 Filing

Operations Trend

Revenue Growth6th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2020: $7,952Expenses 2020: $1,973Net Income 2020: $5,9792020Revenue 2021: $12,476Expenses 2021: $5,125Net Income 2021: $7,3512021Revenue 2022: $165,076Expenses 2022: $65,647Net Income 2022: $99,4292022Revenue 2023: $11,349Expenses 2023: $14,951Net Income 2023: -$3,6022023

Highlighted filing

2023

Revenue$11,349
Expenses$14,951
Net Income-$3,602
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$124,352
Liabilities
-
Net assets
$124,352
Revenue
$11,349
Expenses
$14,951
Net income
-$3,602
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.24$1.24$0.11$0.15$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.20$1.20$1.65$0.66$0.99
2021Detailed filing. Detailed filing data is available for this year.$0.41$0.41$0.12$0.05$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.13$0.13$0.08$0.02$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 25, 2024
Return Version
2023v5.0
Gross Receipts
$15,612
Mission and Program Overview

Mission

Provide college scholarships to students. Provide financial assistance to local, national and international non-profit and needy individuals and organizations.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS AND DONATIONS TO LOCAL AND INTERNATIONAL CHARITABLE PROJECTS.$7,950$14,950
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHEILA WORLEYDirector-$0--
PETER YOUNGERSDirector-$0--
TYLER KELSCHTreasurerPT$0--
PATTY VANDENBARKChairPT$0--
DENNIS FOXHOVENSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Sterling Rotary Foundation Inc
EIN
85-2236394
Phone
9705803888
Address
PO BOX 828, STERLING, CO 80751

Signing Officer

Name
Patty Vandenbark
Title
Chair
Phone
9705803888
Signed
2024-03-25

Preparer

Firm
Kitty Peterson & Associates Pc
Address
8640 S RIVIERA CT, AURORA, CO 80016
Preparer
Kitty Peterson
Phone
9704816554
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“District 5440 5,000 the rotary foundation 2,000”

Form 990-ez, Part I, Line 10

“CASH CONTRIBUTION: 7,750”

Form 990-ez, Part I, Line 16

“EXPENSES 1 TOTAL 1”

Form 990-ez, Part I, Line 20

“UNREALIZED GAIN 8,450”

Form 990-ez, Part II, Line 24

“Due from club account 4,435 6,241 total 4,435 6,241”

Form 990-ez, Part III

“Provide college scholarships to students. Provide financial assistance to local, national and international non-profit and needy individuals and organizations.”

Raw XML Appendix167 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum09705803888
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 828
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0STERLING
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080751
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0115069
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0110
IRS990EZ/CostOrOtherBasisExpenseSaleAmt03633
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3602
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SHEILA WORLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1PETER YOUNGERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TYLER KELSCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PATTY VANDENBARK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DENNIS FOXHOVEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt04435
IRS990EZ/OtherAssetsTotalDetail/EOYAmt06241
IRS990EZ/OtherChangesInNetAssetsAmt08450
IRS990EZ/OtherExpensesTotalAmt01
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE COLLEGE SCHOLARSHIPS TO STUDENTS. PROVIDE FINANCIAL ASSISTANCE TO LOCAL, NATIONAL AND INTERNATIONAL NON-PROFIT AND NEEDY INDIVIDUALS AND ORGANIZATIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AND DONATIONS TO LOCAL AND INTERNATIONAL CHARITABLE PROJECTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07950
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt014950
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt03793
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt0630
IRS990EZ/SpecialEventsNetIncomeLossAmt08498
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt014951
IRS990EZ/TotalProgramServiceExpensesAmt014950
IRS990EZ/TotalRevenueAmt011349
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0110
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0145120
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt06700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0750
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0152680
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02581
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IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.01000
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IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt017030
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt04659
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt029187
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.83100
IRS990ScheduleA/PublicSupportPY509Pct00.87650
IRS990ScheduleA/PublicSupportTotal509Amt0160960
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0110
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0193693
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DISTRICT 5440 5,000 THE ROTARY FOUNDATION 2,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CASH CONTRIBUTION: 7,750
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES 1 TOTAL 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN 8,450
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DUE FROM CLUB ACCOUNT 4,435 6,241 TOTAL 4,435 6,241
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PROVIDE COLLEGE SCHOLARSHIPS TO STUDENTS. PROVIDE FINANCIAL ASSISTANCE TO LOCAL, NATIONAL AND INTERNATIONAL NON-PROFIT AND NEEDY INDIVIDUALS AND ORGANIZATIONS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PATTY VANDENBARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum09705803888
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STERLING ROTARY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0STER
ReturnHeader/Filer/EIN0852236394
ReturnHeader/Filer/PhoneNum09705803888
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 828
ReturnHeader/Filer/USAddress/CityNm0STERLING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080751
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841526311
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KITTY PETERSON & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08640 S RIVIERA CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AURORA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080016
ReturnHeader/PreparerPersonGrp/PhoneNum09704816554
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KITTY PETERSON
ReturnHeader/ReturnTs02024-04-12T09:05:09-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATTY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0VANDENBARK
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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