LONGMONT ROTARY CHARITY FUND INC

EIN: 742254798 501(c)(3) Community Improvement

Longmont, CO

Total Revenue
$37,128
Total Expenses
$42,339
Total Assets
$683,836
Net Assets
$678,181
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Financial Trends

Organization Details

Formation Year
1982
Legal Domicile
CO
Principal Officer
Charlotte Tyson
Phone
3037756741
Tax Period
2025-01-01 to 2025-12-31

LONGMONT ROTARY CHARITY FUND INC, founded in 1982, is a micro nonprofit in the Community Improvement sector that reported $37K in total revenue in fiscal year 2025. Expenses of $42K exceeded revenue, resulting in a 14% operating deficit.

Mission

Provide a tax-exempt structure for the Rotary Club of Longmont, Colorado to help meet the present needs of the community and manage an endowment for sustainable funding to meet the future needs of the community.

Program Service Accomplishments

Program 1
Expenses: $4,000 Revenue: $0

Slick Haley Awards:Dr. James "Slick" Haley, a former President of the Longmont Rotary Club, awarded student scholarships annually for 42 years. He was a humble, quiet and kind man and award...

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Slick Haley Awards:Dr. James "Slick" Haley, a former President of the Longmont Rotary Club, awarded student scholarships annually for 42 years. He was a humble, quiet and kind man and award recipients exhibit those same characteristics. He established the awards in 1952 to recognize individuals who have demonstrated academic and social achievement despite having been faced with difficult personal challenges. Each student was selected and nominated by his or her school counselor. The counselors focus on students who have succeeded academically and socially, and who have displayed outstanding citizenship. $1,000 each was awarded to:Oliver Glasser - Skyline High School, Alexis Nowak-Drake - New Meridian High School, Eva Portugal - Longmont High School, Adrian Brito - Silver Creek High School

Program 2
Expenses: $3,000 Revenue: $0

Safe Shelter of St. Vrain Valley: Safe Shelter provides safety, support, and resources to individuals and communities affected by domestic, dating, and family violence; abuse in later life; and human...

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Safe Shelter of St. Vrain Valley: Safe Shelter provides safety, support, and resources to individuals and communities affected by domestic, dating, and family violence; abuse in later life; and human trafficking. Safe Shelter used this grant to significantly improve the quality, comfort, and readiness of their emergency shelter. They purchased 49 sets of linens, 30 blankets, and 12 packs of pillows, allowing them to replace worn, stained, or damaged bedding that was no longer suitable for residents. These new supplies ensured that every bed in the shelter could be outfitted with clean, comfortable, and dignified bedding, directly enhancing the safety and wellbeing of the survivors and children who rely on the shelter for refuge.

Program 3
Expenses: $3,000 Revenue: $0

TinkerMill is a volunteer-driven organization that provides space, equipment, and community, empowering people on the Front Range to make, learn, and grow. Vision: We envision an inclusive space in...

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TinkerMill is a volunteer-driven organization that provides space, equipment, and community, empowering people on the Front Range to make, learn, and grow. Vision: We envision an inclusive space in every community where people can come together to dream, experiment, learn, and create. The funds from this grant will be used to provide instruction, equipment, and tools for program participants. The "STEM Skills Development for the Next Generation of Female Engineers" program is designed for eleventh and twelfth grade female high school students who will participate in Science, Technology, Engineering, and Math (STEM) focused classes at TinkerMill's facilities.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $12,205
Program Service Revenue $0
Investment Income $24,923
Other Revenue $0
TOTAL REVENUE $37,128

Expense Breakdown

Grants Paid $34,526
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $42,339
Other Expenses $7,813
TOTAL EXPENSES $42,339

Year-over-Year Comparison

2025 2024 Change
Revenue $37,128 $34,381 +0.1%
Expenses $42,339 $32,297 +0.3%
Net Income $-5,211 $2,084 -3.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
12
Independent Members
12
Employees
N/A
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
John Caldwell Director 0.2
Director
$0 $0 $0
Dr Alfred Carr Director 0.2
Director
$0 $0 $0
Kenneth Cline Director 0.4
Director
$0 $0 $0
Sue Connelly Director 0.2
Director
$0 $0 $0
Alisa Jeffery Director 0.2
Director
$0 $0 $0
Richard Lyons Director 0.2
Director
$0 $0 $0
Frank Rainey Director 0.2
Director
$0 $0 $0
Edwina Salazar Director 0.2
Director
$0 $0 $0
Charlotte Tyson President 1.5
Officer
$0 $0 $0
David Schreiber Vice President 0.40
Officer
$0 $0 $0
Virginia Choung Treasurer 0.5
Officer
$0 $0 $0
Susanna Bolton Secretary 0.5
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $37,128 $42,339 $683,836 $-5,211
2024 $34,381 $32,297 $624,426 $2,084
2023 $225,795 $21,566 $584,345 $204,229
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