THE SUMMIT COUNTY ROTARY CHARITABLE FUND

Address
PO BOX 4401
FRISCO, CO 80443-4401
Contact
Phone: +1 (970) 513-9196
Nonprofit
NTEE: S80 - Community Service Clubs
EIN: 84-1215233

Mission

PROVIDE FUNDS FOR COMMUNITY AND INTERNATIONAL SERVICES
 20152014201320122011
Basic features of the organization
Year of formation1992
Form of organization
CorporationTrue
Human resources, including compensation
Summary compensation info
Number of employees 000 
Number of volunteers 150150125 
Personnel
Goodwin, Roy
Title SECRETARYSECRETARYSECRETARY 
Name of key/compensated person ROY GOODWINROY GOODWINROY GOODWIN 
Position of compensated person
Current officer TrueTrueTrue 
Average hours per week working for org 1.001.001.00 
Reportable compensation from org $0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Irvine, Rob
Title DIRECTORDIRECTORDIRECTOR 
Name of key/compensated person ROB IRVINEROB IRVINEROB IRVINE 
Position of compensated person
Current officer TrueTrueTrue 
Average hours per week working for org 1.001.001.00 
Reportable compensation from org $0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Lapoint, Judi
Title TREASURERTREASURERTREASURER 
Name of key/compensated person JUDI LAPOINTJUDI LAPOINTJUDI LAPOINT 
Position of compensated person
Current officer TrueTrueTrue 
Average hours per week working for org 1.001.001.00 
Reportable compensation from org $0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Omalley, Joseph
Title DIRECTORDIRECTORDIRECTOR 
Name of key/compensated person JOSEPH OMALLEYJOSEPH OMALLEYJOSEPH OMALLEY 
Position of compensated person
Current officer TrueTrueTrue 
Average hours per week working for org 1.001.001.00 
Reportable compensation from org $0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Wickert, Alan
Title DIRECTORDIRECTORDIRECTOR 
Name of key/compensated person ALAN WICKERTALAN WICKERTALAN WICKERT 
Position of compensated person
Current officer TrueTrueTrue 
Average hours per week working for org 1.001.001.00 
Reportable compensation from org $0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Zimmerman, Lee
Title PRESIDENTPRESIDENTPRESIDENT 
Name of key/compensated person LEE ZIMMERMANLEE ZIMMERMANLEE ZIMMERMAN 
Position of compensated person
Current officer TrueTrueTrue 
Average hours per week working for org 1.001.001.00 
Reportable compensation from org $0.00$0.00$0.00 
Other comp, non-reportable, from org and related orgs $0.00$0.00$0.00 
Corresponding comp from related orgs
Reportable compensation from related orgs  $0.00$0.00$0.00 
Purpose: mission, activities, & accomplishments
Mission or significant activities PROVIDE FUNDS FOR COMMUNITY AND INTERNATIONAL SERVICESPROVIDE FUNDS FOR COMMUNITY SERVICESPROVIDE FUNDS FOR COMMUNITY SERVICES 
Program service expenses, total $253,159.00$153,277.00$111,099.00 
Programs, including revenue & expenses
COMMUNITY SERVICE: HEALTH FAIR, COMMUNITY CARE CLINIC, LITERACY PROGRAMS, LOCAL GRANTS, THANKSGIVING DINNER, TROOP SUPPORT, COMMUNITY DINNER, BACKPACK PROGRAM, VARIOUS FLOOD RELIEF DONATIONS, CAMBODIA WATRER WELL DONATIIONS, MAKE A DIFFERENCE DAY, ETC
Program expenses $101,121.00   
Program description COMMUNITY SERVICE: HEALTH FAIR, COMMUNITY CARE CLINIC, LITERACY PROGRAMS, LOCAL GRANTS, THANKSGIVING DINNER, TROOP SUPPORT, COMMUNITY DINNER, BACKPACK PROGRAM, VARIOUS FLOOD RELIEF DONATIONS, CAMBODIA WATRER WELL DONATIIONS, MAKE A DIFFERENCE DAY, ETC   
COMMUNITY SERVICES: HEALTH FAIR, COMMUNITY CARE CLINIC, LITERACY PROGRAMS, LOCAL GRANTS, THANKSGIVING DINNER, TROOP SUPPORT, COMMUNITY DINNER, CARDIO PLUS, CONNIFER FIRE DONATION, CAMBODIA WATER WELL.
Program expenses   $55,058.00 
Program description   COMMUNITY SERVICES: HEALTH FAIR, COMMUNITY CARE CLINIC, LITERACY PROGRAMS, LOCAL GRANTS, THANKSGIVING DINNER, TROOP SUPPORT, COMMUNITY DINNER, CARDIO PLUS, CONNIFER FIRE DONATION, CAMBODIA WATER WELL. 
COMMUNITY SERVICES: HEALTH FAIR,COMMUNITY CARE CLINIC,LITERACY PROGRAMS,LOCAL GRANTS,THANKSGIVING DINNER,TROOP SUPPORT,COMMUNITY DINNER,VARIOUS FIRE DONATIONS,HURRICANE SANDY DONATIONSCAMBODIA WATER WELLS,ETC.
Program expenses  $106,639.00  
Program description  COMMUNITY SERVICES: HEALTH FAIR,COMMUNITY CARE CLINIC,LITERACY PROGRAMS,LOCAL GRANTS,THANKSGIVING DINNER,TROOP SUPPORT,COMMUNITY DINNER,VARIOUS FIRE DONATIONS,HURRICANE SANDY DONATIONSCAMBODIA WATER WELLS,ETC.  
INTERNATIONAL SERVICES: GROUP STUDY EXCHANGE, CAMBODIA WATER PROJECT, EL SALVADOR FLLOD RELIEF, GUATEMALA LITERACY PROJ, HAITI, ROTARY COMUNITY DINNER, RWANDA MEDICAL MISSION, SHELTER BOX, OTHER WORLD COMMUNITY SERVICE PROJECTS.
Program expenses   $16,760.00 
Program description   INTERNATIONAL SERVICES: GROUP STUDY EXCHANGE, CAMBODIA WATER PROJECT, EL SALVADOR FLLOD RELIEF, GUATEMALA LITERACY PROJ, HAITI, ROTARY COMUNITY DINNER, RWANDA MEDICAL MISSION, SHELTER BOX, OTHER WORLD COMMUNITY SERVICE PROJECTS. 
INTERNATIONAL SERVICES: POLIO PLUS, CAMBODIA WATER PROJECT, GUATAMALA LITERACY PROJECT, ETC
Program expenses $124,255.00   
Program description INTERNATIONAL SERVICES: POLIO PLUS, CAMBODIA WATER PROJECT, GUATAMALA LITERACY PROJECT, ETC   
INTERNATIONAL SERVICES: POLIO PLUS,CAMBODIA WATER PROJECTS,OTHER WORLD COMMUNITY SERVICE PROJECTS
Program expenses  $2,736.00  
Program description  INTERNATIONAL SERVICES: POLIO PLUS,CAMBODIA WATER PROJECTS,OTHER WORLD COMMUNITY SERVICE PROJECTS  
NEW GENERATION/VOCATIONAL SERVICES: STUDENT EXCELLENCE AWARDS, SKI WEEKEND, FOREIGN EXCHANGE STUDENT, AND SCHOLARSHIPS
Program expenses $27,783.00$43,902.00$39,281.00 
Program description NEW GENERATION/VOCATIONAL SERVICES: STUDENT EXCELLENCE AWARDS, SKI WEEKEND, FOREIGN EXCHANGE STUDENT, AND SCHOLARSHIPSNEW GENERATION/VOCATIONAL SERVICES: PROFESSIONAL/VOCATIONAL AWARDS, SCHOLARSHIPS,STUDENT EXCELLENCE AWARDS,FOREIGN EXCHANGE STUDENTS, YOUNG RYLANEW GENERATION/VOCATIONAL SERVICES: PROFESSIONAL/VOCATIONAL AWARDS, SCHOLARSHIPS, STUDENT EXCELLENCE AWARDS, FOREIGN EXCHANGE STUDENTS, YOUNG RYLA. 
Financial data
Revenue
Total revenue $451,911.00$279,162.00$257,096.00 
Revenue from contributions (total)$328,087.00$250,321.00$112,718.00$180,988.00$14,008.00
Investment income, current yr $142,117.00$106,118.00-$13,519.00 
Total revenue from grants, etc., current yr $250,321.00$112,718.00$180,988.00 
Total unrelated business revenue $0.00$0.00$0.00 
Other revenue, current yr $59,473.00$60,326.00$89,627.00 
Program service revenue (total)$0.00$0.00 $0.00$0.00
Gross receipts $654,619.00$531,122.00$603,674.00 
Sources of contributions
Revenue from all other contributions $250,321.00$112,718.00$180,988.00 
Other types of revenue
Net revenue from gaming (total) $37,303.00$19,176.00$25,283.00 
Income from dividends, interest, and similar investments $142,117.00$106,118.00-$13,519.00 
Net rental income$0.00$0.00 $0.00$0.00
Net income from fundraising events $22,170.00$41,150.00$64,344.00 
Expense categories (totals)
Total functional expenses: sum of all $266,296.00$163,336.00$123,562.00 
Total functional expenses: program service  $253,159.00$153,277.00$111,099.00 
Total functional expenses: management and general $13,137.00$10,059.00$12,463.00 
Total functional expenses: fundraising $0.00$0.00$0.00 
Fees for services
Fundraising service fees (total) $0.00$0.00$0.00 
Assets and liabilities
Total assets$1,154,020.00$1,126,090.00$931,375.00$815,549.00$693,864.00
Total assets, beginning of year $931,375.00$815,549.00$693,864.00 
Total liabilities$0.00$0.00$0.00$0.00$11,849.00
Total liabilities, beginning of year   $11,849.00 
Net assets $1,126,090.00$931,375.00$815,549.00 
Net assets, beginning of year $931,375.00$815,549.00$682,015.00 
Investments: publicly traded securities $1,029,758.00$876,509.00$682,665.00 
Cash: non-interest bearing $81,332.00$43,822.00$76,894.00 
Cash: non-interest bearing, beginning of year $43,822.00$76,894.00$24,070.00 
Other financial variables
Revenue less expenses $185,615.00$115,826.00$133,534.00 
Savings & temp cash investment $15,000.00$11,044.00$55,990.00 
Total net assets or fund balances $1,126,090.00$931,375.00$815,549.00 
Governance and accountability
Number of voting members 666 
Number of independent voting members 666 
Accrual accounting TrueTrueTrue 
Tax year start date 2013-07-012012-07-012011-07-01 
Tax year end date2015-06-012014-06-012013-06-012012-06-012011-06-01
Indicators for schedules (selected)
Grants to domestic org/gov't >$5k True True 
Metadata about the filing
E-return type: 990, 990EZ, or 990PF 990990990 
Date e-filing submitted 2014-11-242014-03-122013-02-21 
IRS schema version 2013v3.02012v2.22011v1.3 
Filing identifier 201423089349301052201400129349300150201340109349300614 
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