Skip to content
Nonprofiteer
← PIKES PEAK AREA ROTARY ENDOWMENT

Form 990 for tax year 2022

Filed by PIKES PEAK AREA ROTARY ENDOWMENT.

Totals

Total revenue
$150,433
Total expenses
$156,917
Contributions and grants received
$129,751
Grants paid
$143,650
Program service revenue
$0
Investment income
$24,887
Other revenue
-$4,205
Total assets, end of year
$609,157
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$609,157
Program services expenses (Part IX)
$152,580
Management and general expenses
$4,337
Fundraising expenses
$0
Program service expenses (Part III)
$152,580

Program services were 97.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $129,751

  • 3 · Investment income

    total $12,328 · unrelated business $0 · excluded $12,328

  • 7a · Gross sales of assets other than inventory

    securities $53,864

  • 7b · Less cost or other basis and sales expenses

    securities $41,305

  • 7c · Gain or loss

    securities $12,559

  • 7d · Net gain or loss

    total $12,559 · related or exempt $0 · unrelated business $0 · excluded $12,559

  • 8a · Fundraising events: gross income

    $5,850

  • 8b · Fundraising events: direct expenses

    $10,121

  • 8c · Net income from fundraising events

    total -$4,271 · unrelated business $0 · excluded -$4,271

  • 11a · Other revenue: Administrative Fee

    total $66 · related or exempt $66 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $66

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $143,650 · program services $143,650

  • 11c · Fees: accounting

    total $3,415 · program services $0 · management and general $3,415 · fundraising $0

  • 11f · Fees: investment management

    total $3,276 · program services $3,276 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $5,004 · program services $5,004 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $207 · program services $0 · management and general $207 · fundraising $0

  • 23 · Insurance

    total $715 · program services $0 · management and general $715 · fundraising $0

  • 24a · Other expenses: Osborne Office Expense

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 24b · Other expenses: Osborne Luncheon Expenses

    total $650 · program services $650 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $493 · end of year $491

  • 2 · Savings and temporary cash investments

    beginning of year $161,414 · end of year $136,212

  • 13 · Investments: program-related

    beginning of year $435,325 · end of year $472,454

  • 31 · Retained earnings, endowment or other funds

    beginning of year $597,232 · end of year $609,157

Mission and programs · 2022

Mission

To provide funds to nonprofit organizations in the Pikes Peak region to help further their nonprofit mission.

  • Provided funds to Pikes Peak region nonprofit organizations from the Osborne donor-advised fund to help further their nonprofit mission.

    Expenses $137,800 · Grants $133,650 · Revenue $122,248

  • Provided funds to the Pikes Peak region nonprofits from the PPARE general fund to help further their nonprofit mission.

    Expenses $14,780 · Grants $10,000 · Revenue $7,569

As filed on the 2022 return.

Listed in Part VII

  • Jeannie Porter

    Secretary

    Total calculated
    $0
    Hours/week
    0.31

  • Roger Kort

    Trustee

    Total calculated
    $0
    Hours/week
    0.31

  • Tom Tudor

    Trustee

    Total calculated
    $0
    Hours/week
    0.31

  • Willie Breazell

    Trustee

    Total calculated
    $0
    Hours/week
    0.31

  • Mike Sperry

    Trustee

    Total calculated
    $0
    Hours/week
    0.31

  • Tony Fagnant

    Chairman

    Total calculated
    $0
    Hours/week
    0.96

  • Lorraine Willis

    Trustee

    Total calculated
    $3,500
    From this org
    $3,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.31

  • Tom Havens

    Trustee

    Total calculated
    $0
    Hours/week
    0.31

  • Jeff Tiona

    Treasurer

    Total calculated
    $0
    Hours/week
    0.96

  • Jody Richie

    Trustee

    Total calculated
    $0
    Hours/week
    0.31

  • Steve Sato

    Trustee

    Total calculated
    $0
    Hours/week
    0.31

  • Kimberly Raney

    Trustee

    Total calculated
    $0
    Hours/week
    0.31

  • Matthew Berumen

    Trustee

    Total calculated
    $0
    Hours/week
    0.31

  • Steve Blazer

    Trustee

    Total calculated
    $0
    Hours/week
    0.31

  • Anna Fish

    Trustee

    Total calculated
    $0
    Hours/week
    0.31

  • Owen Schoolsky

    Trustee

    Total calculated
    $0
    Hours/week
    0.31

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
8 August 2023
IRS schema version
2022v5.0
Source object
202332719349301033

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.