Boulder Valley Rotary Foundation

Boulder, CO
Tax-exempt since Jan. 2018
EIN: 84-1174550

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Revenue

$68.8k (2024)

Expenses

$74.8k (2024)

Total Assets

$751k (2024)

Total Liabilities

$10k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Revenue

$68,828

Expenses

$74,766

Net Income

-$5,938

Net Assets

$741,425

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$28,124	40.9%
Interest Revenue	$0
Dividends	$26,422	38.4%
Sales of Assets	$14,282	20.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,016	99.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$751,425
Total Liabilities	$10,000
Net Assets	$741,425

Compensation

Key Employees and Officers	Compensation	Other
Jane Engel (Secretary)	$0	$0
Rex Van Gorden (President)	$0	$0
Mark Griswold (Treasurer)	$0	$0
Margot Crowe (Director)	$0	$0
Steve Parrish (Director)	$0	$0
Simon Heart (Director)	$0	$0
Jim Beckley (Vice President)	$0	$0

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990-PF

Filed on Nov. 25, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2023

Revenue

$59,275

Expenses

$64,400

Net Income

-$5,125

Net Assets

$747,363

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$19,667	33.2%
Interest Revenue	$0
Dividends	$23,904	40.3%
Sales of Assets	$15,704	26.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,525	97.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$757,363
Total Liabilities	$10,000
Net Assets	$747,363

Compensation

Key Employees and Officers	Compensation	Other
Jane Engel (President)	$0	$0
Rex Van Gorden (Secretary)	$0	$0
Mark Griswold (Treasurer)	$0	$0
Margot Crowe (Director)	$0	$0
John Kenyon (Director)	$0	$0
Simon Heart (Director)	$0	$0
Jim Beckley (Director)	$0	$0

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990-PF

Filed on Feb. 20, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2022

Revenue

$72,523

Expenses

$63,210

Net Income

$9,313

Net Assets

$752,488

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,161	16.8%
Interest Revenue	$0
Dividends	$22,900	31.6%
Sales of Assets	$37,462	51.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,200	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$761,377
Total Liabilities	$8,889
Net Assets	$752,488

Compensation

Key Employees and Officers	Compensation	Other
Jane Engel (President)	$0	$0
Rex Van Gorden (Secretary)	$0	$0
Mark Griswold (Treasurer)	$0	$0
David Harper (Director)	$0	$0
John Kenyon (Director)	$0	$0
Jaco Jordaan (Director)	$0	$0

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990-PF

Filed on Jan. 17, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2021

Revenue

$42,551

Expenses

$50,830

Net Income

-$8,279

Net Assets

$743,174

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$17,045	40.1%
Interest Revenue	$0
Dividends	$19,479	45.8%
Sales of Assets	$6,027	14.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,820	100.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$743,175
Total Liabilities	$1
Net Assets	$743,174

Compensation

Key Employees and Officers	Compensation	Other
Jane Engel (President)	$0	$0
Rex Van Gorden (Secretary)	$0	$0
Mark Griswold (Treasurer)	$0	$0
David Harper (Director)	$0	$0
Mark Lumsden (Director)	$0	$0
Diana Fields (Director)	$0	$0
Jaco Jordaan (Director)	$0	$0

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990-PF

Filed on Aug. 5, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2020

Revenue

$44,011

Expenses

$49,689

Net Income

-$5,678

Net Assets

$751,453

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,370	37.2%
Interest Revenue	$0
Dividends	$19,932	45.3%
Sales of Assets	$7,709	17.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,027	98.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$751,454
Total Liabilities	$1
Net Assets	$751,453

Compensation

Key Employees and Officers	Compensation	Other
Jane Engel (President)	$0	$0
Pat Troeltzsch (Secretary)	$0	$0
Mark Griswold (Treasurer)	$0	$0
David Harper (Director)	$0	$0
Mark Lumsden (Director)	$0	$0
Diana Fields (Director)	$0	$0
Andy Goldfarb (Director)	$0	$0

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990-PF

Filed on Oct. 19, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2019

Revenue

$235,902

Expenses

$38,618

Net Income

$197,284

Net Assets

$757,131

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$208,095	88.2%
Interest Revenue	$0
Dividends	$19,116	8.1%
Sales of Assets	$8,691	3.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,758	97.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$757,132
Total Liabilities	$1
Net Assets	$757,131

Compensation

Key Employees and Officers	Compensation	Other
Burton Lee (President)	$0	$0
Pat Troeltzsch (Secretary)	$0	$0
Mark Griswold (Treasurer)	$0	$0
David Harper (Director)	$0	$0
Mark Lumsden (Director)	$0	$0
Diana Fields (Director)	$0	$0
David Gardner (Director)	$0	$0

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990-PF

Filed on Feb. 3, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$45,833

Expenses

$34,980

Net Income

$10,853

Net Assets

$559,848

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$17,932	39.1%
Interest Revenue	$0
Dividends	$14,993	32.7%
Sales of Assets	$12,908	28.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,650	99.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$559,848
Total Liabilities	$0
Net Assets	$559,848

Compensation

Key Employees and Officers	Compensation	Other
Burton Lee (President)	$0	$0
Pat Troeltzsch (Secretary)	$0	$0
Mark Griswold (Treasurer)	$0	$0
Tai Patwardhan (Director)	$0	$0
Osman Parvez (Director)	$0	$0
Brad Lesch (Director)	$0	$0
David Gardner (Director)	$0	$0

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990-PF

Filed on March 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2017

Revenue

$56,864

Expenses

$28,930

Net Income

$27,934

Net Assets

$548,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$42,878	75.4%
Interest Revenue	$0
Dividends	$13,929	24.5%
Sales of Assets	$57	0.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,000	93.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$548,995
Total Liabilities	$0
Net Assets	$548,995

Compensation

Key Employees and Officers	Compensation	Other
Burton Lee (President)	$0	$0
Pat Troeltzsch (Secretary)	$0	$0
Mark Griswold (Treasurer)	$0	$0
Jane Engel (Director)	$0	$0
Osman Parvez (Director)	$0	$0
Brad Lesch (Director)	$0	$0
Charley Mallon (Director)	$0	$0

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990-PF

Filed on Jan. 16, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$110,384

Expenses

$44,000

Net Income

$66,384

Net Assets

$521,061

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$17,796	16.1%
Interest Revenue	$0
Dividends	$10,798	9.8%
Sales of Assets	$81,790	74.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,000	97.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$521,061
Total Liabilities	$0
Net Assets	$521,061

Compensation

Key Employees and Officers	Compensation	Other
Burton Lee (President)	$0	$0
Debbie Yeats (Secretary)	$0	$0
Mark Griswold (Treasurer)	$0	$0
Jane Engel (Director)	$0	$0
Craig Pearson (Director)	$0	$0
Brad Lesch (Director)	$0	$0
Valerie Johnson (Director)	$0	$0

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990-PF

Filed on Feb. 8, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

Revenue

$44,631

Expenses

$29,645

Net Income

$14,986

Net Assets

$442,532

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,193	25.1%
Interest Revenue	$0
Dividends	$10,065	22.6%
Sales of Assets	$23,373	52.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,550	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$442,532
Total Liabilities	$0
Net Assets	$442,532

Compensation

Key Employees and Officers	Compensation	Other
Burton Lee (President)	$0	$0
Jane Engel (Director)	$0	$0
Debbie Yeats (Secretary)	$0	$0
Mark Griswold (Treasurer)	$0	$0
Valerie Johnson (Director)	$0	$0
Brad Lesch (Director)	$0	$0
Craig Pearson (Director)	$0	$0

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990-PF

Filed on Feb. 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2014

Revenue

$332,358

Expenses

$324,433

Net Income

$7,925

Net Assets

$426,102

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$328,205	98.8%
Interest Revenue	$0
Dividends	$8,981	2.7%
Sales of Assets	-$4,828
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$323,365	99.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$426,102
Total Liabilities	$0
Net Assets	$426,102

Compensation

Key Employees and Officers	Compensation	Other
Timothy Watson (President)	$0	$0
Gary Gomulinski (Treasurer)	$0	$0
Eric Rutherford (Director)	$0	$0
B Scot Smith (Secretary)	$0	$0
Gordon Gamm (Director)	$0	$0
Valerie Chrisman (Director)	$0	$0
Maud Huey Kenyon (Director)	$0	$0

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990-PF

Filed on Feb. 6, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2013

Revenue

$163,676

Expenses

$34,650

Net Income

$129,026

Net Assets

$431,242

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$129,393	79.1%
Interest Revenue	$0
Dividends	$13,293	8.1%
Sales of Assets	$20,990	12.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,650	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$431,243
Total Liabilities	$1
Net Assets	$431,242

990-PF

Filed on March 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2012

Revenue

$24,802

Expenses

$24,595

Net Income

$207

Net Assets

$302,216

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$17,129	69.1%
Interest Revenue	$0
Dividends	$6,926	27.9%
Sales of Assets	$747	3.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,595	95.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$302,217
Total Liabilities	$1
Net Assets	$302,216

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$77,320

Expenses

$78,996

Net Income

-$1,676

Net Assets

$301,010

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$70,260	90.9%
Interest Revenue	$0
Dividends	$6,206	8.0%
Sales of Assets	$354	0.5%
Other Income	$500	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,663	99.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$302,010
Total Liabilities	$1,000
Net Assets	$301,010

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Boulder Valley Rotary Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $68.8k (2024)

Expenses $74.8k (2024)

Total Assets $751k (2024)

Total Liabilities $10k (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$68.8k (2024)

Expenses

$74.8k (2024)

Total Assets

$751k (2024)

Total Liabilities

$10k (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002