EVERGREEN ROTARY FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EVERGREEN ROTARY FOUNDATION INC (EIN 84-1196645)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-02-10
- IRS object ID
- 202630419349300033
- Schema version
- 2024v5.2
- 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 | 2026-02-10T09:53:09-08:00 | ReturnTs |
| Tax Period End | 2025-06-30 | 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 | 2024-07-01 | 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 | 2025-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 | 2026-02-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Alan Steger | 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 | $360,335 | 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 | 125 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $263,223 | PYContributionsGrantsAmt |
| CY Contributions Grants | $286,094 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,987 | PYInvestmentIncomeAmt |
| CY Investment Income | $37,806 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,969 | PYOtherRevenueAmt |
| CY Other Revenue | $7,492 | CYOtherRevenueAmt |
| PY Total Revenue | $291,179 | PYTotalRevenueAmt |
| CY Total Revenue | $331,392 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $212,658 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $218,438 | 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 | $62,361 | PYOtherExpensesAmt |
| CY Other Expenses | $76,389 | CYOtherExpensesAmt |
| PY Total Expenses | $275,019 | PYTotalExpensesAmt |
| CY Total Expenses | $294,827 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $16,160 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $36,565 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,086,366 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,171,041 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $737,790 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $782,524 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $348,576 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $388,517 | 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 | $158,359 | ExpenseAmt |
| Grant | $140,108 | GrantAmt |
| Revenue | $0 | 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 Rotarys focus. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $72,285 | ExpenseAmt |
| Grant | $72,285 | GrantAmt |
| Revenue | $61,383 | 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 | $31,973 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $14,258 | RevenueAmt |
| Desc | The Mountain Backpack programs fills backpacks with food for qualified students for weekends/school vacations and delivers them to the schools for student pickup. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $10,102 | $0 | $0 | Rotary Wildfire Ready is a program to educate the community on issues of wildfires and home preparedness for wildfires. |
| $11,812 | $6,045 | $16,952 | WASH (water, sanitation and hygiene) conference providing education and scholarships focusing on water issues |
| $6,094 | $0 | $0 | Provide monthly books to very young children (age 1-5) in our mountain community through the Dolly Parton Imagination Library, a project of The Dollywood Foundation. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $28,008 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $6,045 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $16,952 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $290,625 | 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 | 1 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Excs Tax Sect4951 Or4952 Or4953 | false | ExcsTaxSect4951Or4952Or4953Ind |
| 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
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 | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Erica Sprenkel | ||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Jim Kreider | ||||||
| Treasurer | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Al Steger | ||||||
| President | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Kris Fisher | ||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Brenda Jensen | ||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Mindy Hanson | ||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Janie Meyers | ||||||
| Trustee | 0.50 | Yes (X) | $0 | $0 | $0 | |
| Scott White | ||||||
| Secretary | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| 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 | $286,094 | AllOtherContributionsAmt |
| Total Contributions | $286,094 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,806 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $37,806 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $36,435 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $79,777 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $28,943 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,492 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,492 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $331,392 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $45,298 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,729 | TotalAmt |
| Program Services | $35,729 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,189 | TotalAmt |
| Program Services | $10,189 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,520 | TotalAmt |
| Program Services | $172,520 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,378 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $2,378 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,584 | TotalAmt |
| Program Services | $7,584 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $724 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,100 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,100 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Rotary Peace Project | $1,821 | $1,821 | $0 | $0 |
| WASH conference expense | $11,812 | $11,812 | $0 | $0 |
| Wildfire Ready program costs | $10,103 | $10,103 | $0 | $0 |
| Food supplies for Backpack Project | $31,973 | $31,973 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,894 | TotalAmt |
| Program Services | $8,894 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $294,827 | TotalAmt |
| Program Services | $290,625 | ProgramServicesAmt |
| Management And General | $4,202 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,112 | BOYAmt |
| EOY | $72,014 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,018,254 | BOYAmt |
| EOY | $1,099,027 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,086,366 | BOYAmt |
| EOY | $1,171,041 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $726,790 | BOYAmt |
| EOY | $782,524 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $737,790 | BOYAmt |
| EOY | $782,524 | 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 | $61,517 | BOYAmt |
| EOY | $39,321 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,059 | BOYAmt |
| EOY | $349,196 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,576 | BOYAmt |
| EOY | $388,517 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,086,366 | BOYAmt |
| EOY | $1,171,041 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $36,565 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,376 | 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 | $229,022 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $200,476 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $298,708 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $263,223 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $286,094 | CurrentTaxYearAmt |
| Total | $1,277,523 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,908 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $113,089 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,733 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,433 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,435 | CurrentTaxYearAmt |
| Total | $316,598 | 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 | $296,930 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $313,565 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $357,441 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $303,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $322,529 | CurrentTaxYearAmt |
| Total | $1,594,121 | 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 | $1,594,121 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,178 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,691 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,159 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,987 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,806 | CurrentTaxYearAmt |
| Total | $139,821 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,178 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,691 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,159 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,987 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,806 | CurrentTaxYearAmt |
| Total | $139,821 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,733,942 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.91940 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93690 | PublicSupportPY509Pct |
| Investment Income CY | 0.08060 | InvestmentIncomeCYPct |
| Investment Income PY | 0.06310 | 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 | $715,148 | BeginningYearBalanceAmt |
| Contributions | $96,684 | ContributionsAmt |
| Investment Earnings Or Losses | $95,432 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $89,830 | GrantsOrScholarshipsAmt |
| Other Expenditures | $98 | OtherExpendituresAmt |
| End Year Balance | $817,336 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $635,646 | BeginningYearBalanceAmt |
| Contributions | $78,580 | ContributionsAmt |
| Investment Earnings Or Losses | $38,164 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $37,242 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $715,148 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.45800 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.27400 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.26800 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Funds designated for standing committee use | $382,883 |
| AD-hoc legacy committee funds | $119,731 |
| Presidents gift fund | $6,000 |
| Funds held as agent for projects | $273,910 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $782,524 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt V, Line 4 | QuasiPermanent/Board designated endowment funds are used to fund the Presidents Gift, an annual gift allowance to a 501(c)(3) designated by the outgoing club president. |
| Pt V, Line 4 | Term endowment funds are used to: 1) fund scholarships for a specific group of indigenous Mayan women in Guatemala to attend university: 2)fund scholarships for students with mental health issues to participate in equestrian activities. |
| Pt V, Line 4 | Permanent endowment funds are used for scholarships for indigenous Mayan women in Guatemala to study at the university level. |
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 | $72,285 | 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 | $72,285 | SubtotalSpentAmt |
| Total Spent | $72,285 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America | RegionTxt |
| Purpose Of Grant | Scholarships | PurposeOfGrantTxt |
| Cash Grant | $72,285 | CashGrantAmt |
| Manner Of Cash Disbursement | Wire | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 1 | 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 Evergreen Rotary Foundation has a special committee that works directly with the MAIA school staff in Guatemala to identify the eligible inidigenous women student recipients of the college scholarships and the funds needed for their university education. Detailed records for each 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 of accounting is used although the committee records show the projected cost of each students 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 | Denim & Diamonds Gala | Event1Nm |
| Gross Receipts Event1 | $78,519 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $73,658 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,861 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $2,541 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,950 | OtherDirectExpensesEvent1Amt |
| Event2 | Home & Grdn Show | Event2Nm |
| Gross Receipts Event2 | $31,574 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $31,574 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $2,300 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $19,652 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $6,119 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $6,119 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $0 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $116,212 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $79,777 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $36,435 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,300 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,541 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,500 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $21,602 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $28,943 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $7,492 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rocky Mtn RYLA Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 1381 | AddressLine1Txt |
| City | Boulder | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80306 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 743075465 | RecipientEIN |
| Cash Grant | $10,500 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | 0 | ValuationMethodUsedDesc |
| Non Cash Assistance | 0 | NonCashAssistanceDesc |
| Purpose Of Grant | Camper tuition | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Living/school exp. stipend to foreign exch. student | 1 | $2,144 |
| WASH scholarships | 6 | $6,045 |
| Med Student scholarships | 2 | $2,000 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt I Line 2 | The organization runs a camp for middle & high school students chosen by Rotary clubs in Rotary Districts 5450 and 5440. Evergreen Rotary Club also has members that volunteer at these camps. Therefore the Foundation has first-hand knowledge of the camp operations. Evergreen Rotary also invites the students it sends to the camp in the prior summer to speak to the club about their experiences. |
| Pt III, col (b) | The Water and Sanitation (WASH) committee awards grants to applicants that are studying the WASH topic in some way. 6 grants were paid in this fiscal year. |
| Pt III, col (b) | The Foundation sponsored a foreign exchange student. The club supports the student and the families that house the student during the year. The Foundation provides a monthly stipend and funding for required trips for the Rotary exchange students in District 5450. |
| Pt III, col (b) | Medical students are granted scholarships to work in Africa. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 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 | Rotary Wildfire Ready is a program to educate the community on 10102. 0. 0. |
| Form 990, Part III, Line 4d | WASH (water, sanitation and hygiene) conference providing 11812. 6045. 16952. |
| Form 990, Part III, Line 4d | Provide monthly books to very young children (age 1-5) 6094. 0. 0. |
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 |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evrgn Rtry Fndtn | BusinessNameLine1Txt |
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