LOVELAND ROTARY CLUB FOUNDATION

EIN: 846058583 501(c)(3)

LOVELAND, CO

Total Revenue
$315,642
Total Expenses
$247,805
Total Assets
$3,231,294
Net Assets
$3,231,294
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
CO
Principal Officer
Laura Armstrong
Phone
9702905553
Tax Period
2025-01-01 to 2025-12-31

LOVELAND ROTARY CLUB FOUNDATION, founded in 1984, is a small nonprofit that reported $316K in total revenue in fiscal year 2025. The organization ran a surplus of $68K, a strong 21% operating margin.

Mission

To further the philanthropic activities of the Loveland Rotary Club by contributing to health, education and youth projects in the community and internationally.

Program Service Accomplishments

Program 1
Expenses: $181,425

The Foundation provides funds for various projects in the community.

Program 2
Expenses: $20,000

Every year the Foundation selects a number of high school seniors to receive an academic scholarship for college. Once selected the student receives the payment each year for 4 years.

Program 3
Expenses: $13,500

The Foundation purchases books to assist with our literacy efforts, Chrome books, and Ipads and gives them to grade schools in the R2J School District.

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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 $177,918
Program Service Revenue $0
Investment Income $139,046
Other Revenue $-1,322
TOTAL REVENUE $315,642

Expense Breakdown

Grants Paid $219,985
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $219,985
Other Expenses $27,820
TOTAL EXPENSES $247,805

Year-over-Year Comparison

2025 2024 Change
Revenue $315,642 $301,887 +0.0%
Expenses $247,805 $249,868 0.0%
Net Income $67,837 $52,019 +0.3%
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
9
Independent Members
9
Employees
N/A
Volunteers
150

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
0
$0
Total Directors
9
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Charles Bouchard Past-Chair 4.00
Director
$0 $0 $0
Suzanne Peterson Finance Officer 4.00
Director
$0 $0 $0
Jon Kindschy Trustee 2.00
Director
$0 $0 $0
Rick Parker Trustee 2.00
Director
$0 $0 $0
Gary Small Trustee 2.00
Director
$0 $0 $0
Eli Scott Trustee 2.00
Director
$0 $0 $0
Doug Mannering Trustee 2.00
Director
$0 $0 $0
Kathryn Vilha Trustee 2.00
Director
$0 $0 $0
Laura Armstrong Chairman 2.00
Director
$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 $315,642 $247,805 $3,231,294 $67,837
2024 $301,887 $249,868 $2,954,283 $52,019
2023 $176,887 $344,590 $2,664,756 $-167,703
2022 $241,902 $249,328 $2,564,248 $-7,426
2021 $237,796 $166,072 $2,989,626 $71,724
2020 $677,732 $598,476 $2,982,284 $79,256
2019 $946,597 $498,504 $2,676,238 $448,093
2018 $321,048 $326,252 $2,296,779 $-5,204
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