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Nonprofit · EIN 84-1196645

EVERGREEN ROTARY FOUNDATION INC

Tax-exempt · EVERGREEN, CO 80437

Financials

$338K$367K2022$331K$295K2024
Revenue Expenses · by fiscal year end
Financials of EVERGREEN ROTARY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$331,392$294,827$36,565$1,171,041$782,524$388,517
June 30, 2023990$338,205$366,895-$28,690$991,455$666,852$324,603
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$286,094
Program service revenue
$0
Investment income
$37,806
Net income from fundraising events
$7,492
Other revenue
$7,492

Expenses

Grants and similar amounts paid
$218,438
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$2,378
Occupancy
$1,100
Program services (functional)
$290,625
Management and general (functional)
$4,202

Balance sheet and other

Total assets, start of year
$1,086,366
Total assets, end of year
$1,171,041
Total liabilities, end of year
$782,524
Net assets, end of year
$388,517
Publicly traded securities
$1,099,027
Net assets without donor restrictions
$39,321
Net assets with donor restrictions
$349,196
Gross receipts
$360,335
Employees
0
Volunteers
125
Year formed
2000
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
Erica SprenkelTrustee
Trustee or director
0.5$0
Jim KreiderTreasurer
Trustee or director, Officer
5$0
Al StegerPresident
Trustee or director, Officer
2$0
Kris FisherTrustee
Trustee or director
0.5$0
Brenda JensenTrustee
Trustee or director
0.5$0
Mindy HansonTrustee
Trustee or director
0.5$0
Janie MeyersTrustee
Trustee or director
0.5$0
Scott WhiteSecretary
Trustee or director, Officer
1$0
990 for the year ended June 30, 2023: 8 people
NameTitleHours / weekCompensation
Dale G SchlinsogPresident2$0
Jim KreiderTreasurer5$0
Al StegerSecretary0.5$0
Kris FisherTrustee0.5$0
Charles AdamsTrustee0.5$0
Kay LaMontagneTrustee0.5$0
Cindy SahliTrustee0.5$0
Marianne TempleTrustee0.5$0

Address and contacts

Address (IRS master file)
PO BOX 4143, EVERGREEN, CO 80437-4143
Principal officer (990 for 2024)
Alan Steger, PO Box 4143, Evergreen, CO 804374143
Signed the 990
Jim Kreider, Treasurer
Phone
(303) 526-1872
Return prepared by
SCRIPPS TAYLOR & ASSOCIATES PC

Mission

To support community and international non-profit organizations and carry out local projects that reflect the Rotary focuses of education, sanitation, mother and child maternal health, peace and conflict resolution, and the environment.

990 for the year ended June 30, 2025

Program accomplishments

  • Funds from undesignated contributions and fundraising events are distributed to charitable and educational organizations supporting local, national and international causes that align with Rotarys focus.
    Expenses $158,359 · grants $140,108
  • Scholarships for indigenous Guatemalan women to attend college in Guatemala.
    Expenses $72,285 · grants $72,285 · revenue $61,383
  • The Mountain Backpack programs fills backpacks with food for qualified students for weekends/school vacations and delivers them to the schools for student pickup.
    Expenses $31,973 · revenue $14,258
  • Rotary Wildfire Ready is a program to educate the community on issues of wildfires and home preparedness for wildfires.
    Expenses $10,102
  • WASH (water, sanitation and hygiene) conference providing education and scholarships focusing on water issues
    Expenses $11,812 · grants $6,045 · revenue $16,952
  • Provide monthly books to very young children (age 1-5) in our mountain community through the Dolly Parton Imagination Library, a project of The Dollywood Foundation.
    Expenses $6,094

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, 2024Check at the IRS

IRS record

EIN
84-1196645
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1992
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P20J)
Assets (IRS master file)
$1,171,041
Income (IRS master file)
$360,335

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$331,392$294,827$1,171,041XML
990June 2023$338,205$366,895$991,455XML
990June 2022$308,927$228,289$972,276IRS
990June 2021–––IRS
990June 2020–––IRS
990-EZJune 2018–––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 84-1196645).

Questions about EVERGREEN ROTARY FOUNDATION INC

What is the EIN of EVERGREEN ROTARY FOUNDATION INC?
The employer identification number (EIN) of EVERGREEN ROTARY FOUNDATION INC is 84-1196645.
Is EVERGREEN ROTARY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to EVERGREEN ROTARY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does EVERGREEN ROTARY FOUNDATION INC 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 EVERGREEN ROTARY FOUNDATION INC 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 EVERGREEN ROTARY FOUNDATION INC 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 EVERGREEN ROTARY FOUNDATION INC?
The 990 for the year ended June 30, 2025 names Alan Steger.
Who are the officers and directors of EVERGREEN ROTARY FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does EVERGREEN ROTARY FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $331,392, expenses of $294,827 and total assets of $1,171,041 at year end.

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