EVERGREEN ROTARY FOUNDATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- EVERGREEN ROTARY FOUNDATION INC (EIN 84-1196645)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-15
- IRS object ID
- 202411369349318331
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-15T18:22:20-07:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 841212803 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCRIPPS TAYLOR & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1202 BERGEN PKWY STE 208 | AddressLine1Txt |
| City | EVERGREEN | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841196645 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evergreen Rotary Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVER | BusinessNameControlTxt |
| Phone | 3035261872 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4143 | AddressLine1Txt |
| City | Evergreen | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 804374143 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jim Kreider | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Phone | 3035261872 | PhoneNum |
| Signature | 2023-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jim | PersonFirstNm |
| Person Last | Kreider | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Barbara J Scripps CPA | PreparerPersonNm |
| PTIN | P00641271 | PTIN |
| Phone | 3036708930 | PhoneNum |
| Preparation | 2024-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Dale G Schlinsog | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 4143 | AddressLine1Txt |
| City | Evergreen | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 804374143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $371,600 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.evergreenrotary.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | To support community and international non-profit organizations and carry out local projects that reflect the Rotary focuses of education, sanitation, mother and child maternal health, peace and conflict resolution, and the environment. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 104 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $200,476 | PYContributionsGrantsAmt |
| CY Contributions Grants | $298,708 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $33,691 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,159 | CYInvestmentIncomeAmt |
| PY Other Revenue | $74,760 | PYOtherRevenueAmt |
| CY Other Revenue | $25,338 | CYOtherRevenueAmt |
| PY Total Revenue | $308,927 | PYTotalRevenueAmt |
| CY Total Revenue | $338,205 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $201,804 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $312,039 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $26,485 | PYOtherExpensesAmt |
| CY Other Expenses | $54,856 | CYOtherExpensesAmt |
| PY Total Expenses | $228,289 | PYTotalExpensesAmt |
| CY Total Expenses | $366,895 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $80,638 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$28,690 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $972,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $991,455 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $682,142 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $666,852 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $290,134 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $324,603 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To support community and international non-profit organizations and carry out local projects that reflect the Rotary focuses of education, sanitation, mother and child maternal health, peace and conflict resolution, and the environment. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $116,842 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $145,546 | RevenueAmt |
| Desc | Funds from undesignated contributions and fundraising events are distributed to charitable and educational organizations supporting local, national and international causes that align with Rotary's focus. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $116,480 | ExpenseAmt |
| Grant | $116,480 | GrantAmt |
| Revenue | $121,169 | RevenueAmt |
| Desc | Scholarships for indigenous Guatemalan women to attend college in Guatemala. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $75,000 | ExpenseAmt |
| Grant | $75,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | "Legacy Project" voted on by members to fund the purhase of a food truck by Evergreen Christian Outreach (EChO) to allow them to get food to those unable to get to the physical location of EChO. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $1,479 | $0 | $2,111 | Imgination Library program to provide books to very young children ages 3 months to 5 years to encourage reading. |
| $8,428 | $0 | $1,484 | Rotary Wildfire Ready program to educate community on issues of wildfires and home preparedness for wildfires. |
| $10,803 | $6,525 | $13,465 | WASH conference providing education and scholarships focusing on water issues |
| $30,202 | $0 | $14,933 | Fill backpacks with food for needy students for weekends/school vacations. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $50,912 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $6,525 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $31,993 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $359,234 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jim Kreider | PersonNm |
| Phone | 3033786652 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 31088 Big Bear Dr | AddressLine1Txt |
| City | Evergreen | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|
| Dale G Schlinsog | ||||
| President | 2.00 | $0 | $0 | $0 |
| Jim Kreider | ||||
| Treasurer | 5.00 | $0 | $0 | $0 |
| Al Steger | ||||
| Secretary | 0.50 | $0 | $0 | $0 |
| Kris Fisher | ||||
| Trustee | 0.50 | $0 | $0 | $0 |
| Charles Adams | ||||
| Trustee | 0.50 | $0 | $0 | $0 |
| Kay LaMontagne | ||||
| Trustee | 0.50 | $0 | $0 | $0 |
| Cindy Sahli | ||||
| Trustee | 0.50 | $0 | $0 | $0 |
| Marianne Temple | ||||
| Trustee | 0.50 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $298,708 | AllOtherContributionsAmt |
| Total Contributions | $298,708 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,159 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,159 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $58,733 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $60,253 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $33,395 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,338 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $25,338 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $338,205 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $39,497 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,992 | TotalAmt |
| Program Services | $104,992 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,490 | TotalAmt |
| Program Services | $6,490 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,557 | TotalAmt |
| Program Services | $200,557 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,219 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $5,219 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,062 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,062 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,380 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,380 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Non-violent communication workshop | $5,268 | $5,268 | $0 | $0 |
| Music park expenses | $3,297 | $3,297 | $0 | $0 |
| Wildfire Ready program costs | $8,428 | $8,428 | $0 | $0 |
| Food supplies for Backpack Project | $30,202 | $30,202 | $0 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,895 | TotalAmt |
| Program Services | $359,234 | ProgramServicesAmt |
| Management And General | $7,661 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,610 | BOYAmt |
| EOY | $234,323 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $671,666 | BOYAmt |
| EOY | $755,405 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,727 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $972,276 | BOYAmt |
| EOY | $991,455 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $682,142 | BOYAmt |
| EOY | $666,852 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $682,142 | BOYAmt |
| EOY | $666,852 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,149 | BOYAmt |
| EOY | $102,746 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,985 | BOYAmt |
| EOY | $221,857 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,134 | BOYAmt |
| EOY | $324,603 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $972,276 | BOYAmt |
| EOY | $991,455 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$28,690 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $63,159 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
| Public Support CY170 | 0 | PublicSupportCY170Pct |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,282 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $425,366 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $229,022 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $200,476 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $298,708 | CurrentTaxYearAmt |
| Total | $1,212,854 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,542 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,165 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $67,908 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $113,089 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,733 | CurrentTaxYearAmt |
| Total | $397,437 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $155,824 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $486,531 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $296,930 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $313,565 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $357,441 | CurrentTaxYearAmt |
| Total | $1,610,291 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,610,291 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,868 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,178 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,691 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,159 | CurrentTaxYearAmt |
| Total | $111,352 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,868 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,178 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,691 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,159 | CurrentTaxYearAmt |
| Total | $111,352 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,721,643 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93530 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94650 | PublicSupportPY509Pct |
| Investment Income CY | 0.06470 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05350 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $564,974 | BeginningYearBalanceAmt |
| Contributions | $40,000 | ContributionsAmt |
| Investment Earnings Or Losses | $59,672 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $29,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $635,646 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $653,445 | BeginningYearBalanceAmt |
| Contributions | $187,890 | ContributionsAmt |
| Investment Earnings Or Losses | -$110,827 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $165,534 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $564,974 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $576,982 | BeginningYearBalanceAmt |
| Contributions | $63,500 | ContributionsAmt |
| Investment Earnings Or Losses | $76,463 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $63,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $653,445 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $462,306 | BeginningYearBalanceAmt |
| Contributions | $161,954 | ContributionsAmt |
| Investment Earnings Or Losses | $13,172 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $60,450 | GrantsOrScholarshipsAmt |
| End Year Balance | $576,982 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $237,295 | BeginningYearBalanceAmt |
| Contributions | $215,000 | ContributionsAmt |
| Investment Earnings Or Losses | $10,011 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| End Year Balance | $462,306 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.74000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Funds designated for standing committee use | $599,283 |
| AD-hoc legacy committee funds | $67,569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $666,852 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt V, Line 4 | Permanent endowment funds are used to: 1) fund the "President's Gift", an annual gift allowance to a 501(c)(3) designated by the outgoing club president; 2) fund scholarships for indigenous Mayan women in Guatemala to study at the university level. |
| Pt V, Line 4 | Temporary endowment funds are used to fund scholarships for a specific group of indigenous Mayan women in Guatemala to attend university. This group also attended the MAIA school in Guatemala and has been supported by the committee for many years throughout their education. When this group has completed their education this fund will sunset. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Scholarships | TypeOfActivitiesConductedTxt |
| Specific Services Provided | Scholarships | SpecificServicesProvidedTxt |
| Region Total Expenditures | $123,355 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $123,355 | SubtotalSpentAmt |
| Total Spent | $123,355 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America | RegionTxt |
| Purpose Of Grant | Scholarships | PurposeOfGrantTxt |
| Cash Grant | $123,355 | CashGrantAmt |
| Manner Of Cash Disbursement | checks | MannerOfCashDisbursementTxt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Description Of Non Cash Asst | N/A | DescriptionOfNonCashAsstTxt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt I Line 2 | The Rotary Foundation has a special committee that works directly with the MAIA staff in Guatemala to identify the eligible inidigenous women student recipients of the college scholarships and the funds needed for their education. Detailed records by student are maintained by this committtee. Funds are disbursed quarterly for tuition payments. Payments are sent by wire to the MAIA account in Chicago. |
| Pt I Line 3 Col (F) | The cash method if accounting is used although the records kept show the projected cost of each student's univesity education over the period the student will be in school. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Mardi Gras Gala | Event1Nm |
| Gross Receipts Event1 | $69,889 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $60,253 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $9,636 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $834 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,250 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $651 | OtherDirectExpensesEvent1Amt |
| Event2 | Home/Grdn Show | Event2Nm |
| Gross Receipts Event2 | $35,633 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $35,633 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $4,450 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $4,232 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $13,464 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $0 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $13,464 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $670 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $1,750 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,858 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $118,986 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $60,253 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $58,733 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,954 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $4,000 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,741 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $19,695 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $39,038 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Evergreen Christian Outreach | ||||||||||
| PIO Box 1515 | Evergreen | CO | 80437 | 742539728 | 501(c)(3) | $75,000 | $0 | 0 | 0 | Food truck buy |
| Rocky Mtn RYLA Inc | ||||||||||
| PO Box 1381 | Boulder | CO | 80306 | 743075465 | 501(c)(3) | $6,900 | $0 | 0 | 0 | Student camp costs |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Scholarships | 4 | $4,000 |
| Stipend | 1 | $1,500 |
| Travel expenses | 1 | $715 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt I Line 2 | The Water and Sanitation (WASH) committee receives grant applications before grants are awarded. The committee requires written follow-up and proof of expenditures from each recipient within a year of receipt of funds. |
| Pt I Line 2 | The Evergreen Rotary Club and Foundation sponsored a foreign exchange student in Evergreen during the school year. The Foundation provided a $150/month stipend and covered the cost of Rotary-sponsored events for Rotary exchange students in the 5450 Rotary district. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt VI, Line 11b | The 990 is provided digitally to all board members for review and quetions. |
| Pt VI, Line 19 | The information as to how to reach Evergreen Rotary Foundation is posted on the Evergreen Rotary Club website. At the site anyone can request a copy of all filings as required/allowed by law. |
| Form 990, Part III, Line 4d | Imgination Library program to provide books to very young 1479. 0. 2111. |
| Form 990, Part III, Line 4d | Rotary Wildfire Ready program to educate community on 8428. 0. 1484. |
| Form 990, Part III, Line 4d | WASH conference providing education and scholarships focusing 10803. 6525. 13465. |
| Form 990, Part III, Line 4d | Fill backpacks with food for needy students for weekends/school vacations. 30202. 0. 14933. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RWR Firetruck LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4143 | AddressLine1Txt |
| City | Evergreen | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 804374143 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | To own old firetruck for RWR prgram | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evrgn Rtry Fndtn | BusinessNameLine1Txt |
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