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Nonprofit · EIN 84-1215233

THE SUMMIT COUNTY ROTARY CHARITABLE FUND

Tax-exempt · FRISCO, CO 80443

Financials

$421K$333K2023$404K$346K2024
Revenue Expenses · by fiscal year end
Financials of THE SUMMIT COUNTY ROTARY CHARITABLE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$404,042$345,971$58,071$1,855,411$0$1,855,411
June 30, 2024990$421,068$332,999$88,069$1,797,340$0$1,797,340
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$127,059
Program service revenue
$0
Investment income
$218,962
Net income from fundraising events
$12,051
Net income from gaming
$45,970
Other revenue
$58,021

Expenses

Grants and similar amounts paid
$312,088
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$10,545
Program services (functional)
$312,088
Management and general (functional)
$33,883

Balance sheet and other

Total assets, start of year
$1,797,340
Total assets, end of year
$1,855,411
Total liabilities, end of year
$0
Net assets, end of year
$1,855,411
Publicly traded securities
$1,793,506
Gross receipts
$442,309
Employees
0
Volunteers
150
Year formed
1992
State of legal domicile
CO

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BRIAN BLANKENMEISTERPRESIDENT
Officer
1$0
DAVID PREUSSBOARD MEMBER
Officer
1$0
RICH WILLIAMSBOARD MEMBER
Officer
1$0
DIANE MONAGHANTREASURER
Officer
1$0
TERRY MCGEEHANBOARD MEMBER
Officer
1$0
BOB KOPPBOARD MEMBER
Officer
1$0
WENDY MYERBOARD MEMBER
Officer
1$0
990 for the year ended June 30, 2024: 7 people
NameTitleHours / weekCompensation
BRIAN BLANKENMEISTERPRESIDENT
Officer
1$0
DAVID PREUSSBOARD MEMBER
Officer
1$0
RICH WILLIAMSBOARD MEMBER
Officer
1$0
DIANE MONAGHANTREASURER
Officer
1$0
TERRY MCGEEHANBOARD MEMBER
Officer
1$0
BOB KOPPBOARD MEMBER
Officer
1$0
WENDY MYERBOARD MEMBER
Officer
1$0

Address and contacts

Address (IRS master file)
PO BOX 4401, FRISCO, CO 80443-4401
In care of
% KENT WILLIS
Principal officer (990 for 2024)
DIANE MONAGHAN, PO BOX 4401, Frisco, CO 804434401
Signed the 990
DIANE MONAGHAN, TREASURER
Phone
(970) 513-9196
Return prepared by
H AND R BLOCK

Mission

PROVIDE FUNDS FOR COMMUNITY AND INTERNATIONAL SERVICES

990 for the year ended June 30, 2025

Program accomplishments

  • NEW GENERATION/VOCATIONAL SERVICES: STUDENT EXCELLENCE AWARDS, LOCAL SCHOLARSHIPS, RYLA, VOCATIONAL PROFESSIONAL AWARDS AND YOUTH EXCHANGE STUDENT PROGRAMS
    Expenses $104,115
  • COMMUNITY SERVICES: COMMUNITY CARE CLINIC, LITERACY PROGRAM, LOCAL GRANTS, TROOP SUPPORT, COMMUNITY DINNER, THANKSGIVING DINNER, FRIENDS OF DILLON RANGER DISTRICT, COMMUNITY FOOD PROJECTS, ADOPT AN ANGEL PROGRAMS AND OTHERS
    Expenses $187,474
  • INTERNATIONAL SERVICES: POLIO PLUS, SUMMIT IN HONDURAS, GUATAMALA LITERACY PROJECT, CAMBODIA WATER PROJECT, SHELTER BOX AND OTHER SMALLER PROJECTS.
    Expenses $20,500

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
84-1215233
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1993
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,855,411
Income (IRS master file)
$442,309

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$404,042$345,971$1,855,411XML
990June 2024$421,068$332,999$1,797,340XML
990June 2022-$32,705$274,825$1,611,636IRS
990June 2021–––IRS
990June 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 84-1215233).

Questions about THE SUMMIT COUNTY ROTARY CHARITABLE FUND

What is the EIN of THE SUMMIT COUNTY ROTARY CHARITABLE FUND?
The employer identification number (EIN) of THE SUMMIT COUNTY ROTARY CHARITABLE FUND is 84-1215233.
Is THE SUMMIT COUNTY ROTARY CHARITABLE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to THE SUMMIT COUNTY ROTARY CHARITABLE FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THE SUMMIT COUNTY ROTARY CHARITABLE FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of THE SUMMIT COUNTY ROTARY CHARITABLE FUND due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE SUMMIT COUNTY ROTARY CHARITABLE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of THE SUMMIT COUNTY ROTARY CHARITABLE FUND?
The 990 for the year ended June 30, 2025 names DIANE MONAGHAN.
Who are the officers and directors of THE SUMMIT COUNTY ROTARY CHARITABLE FUND?
The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does THE SUMMIT COUNTY ROTARY CHARITABLE FUND have?
On its 990 for the year ended June 30, 2025 it reported revenue of $404,042, expenses of $345,971 and total assets of $1,855,411 at year end.

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