Conifer Rotary Foundation: FY2023 Nonprofit Profile & Form 990 (EIN 84-1524340)

Revenue by fiscal year
FY2021	$21K
FY2022	$37K
FY2023	$67K
FY2024	$44K
FY2025	$133K

Expenses by fiscal year
FY2021	$25K
FY2022	$37K
FY2023	$29K
FY2024	$39K
FY2025	$60K

Net assets by fiscal year
FY2021	$89K
FY2022	$89K
FY2023	$127K
FY2024	$119K
FY2025	$199K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 2000.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

98 cents of each dollar spent went to programs.

98%

Program services 98% · $29K Management & general 2% · $581

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

2 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII

Wes Paxton

President

$0Pt VII · Sec A

Sara Gardner

Treasurer

$0Pt VII · Sec A

See Conifer Rotary Foundation executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Volunteers serve the community and raise funds for local needs.

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Provided by the organization

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2 programs · $29K · in their own filed words · FY2022

01

Grants to local charities and scholarships to local high school seniors paid directly to education organizations.

$23Kprogram expense

02

Backpack food program for school children to take home food for the weekend. Most children participate in free or reduced lunches during the week at school.

$6Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid

Grants received · FY2024

Choose Outdoors INCFY2024$64K

Total grants receivedfrom 1 funder$64K

Grants paid · 6 grants · $53K · 2021–2024

Friends of Staunton State ParkCO · FY2024$20,000

Unitemized GrantFY2024$5,000

Unitemized GrantFY2024$3,500

Unitemized GrantFY2023$8,500

Unitemized GrantFY2022$8,850

Unitemized GrantFY2021$7,000

By the numbers

The FY2023 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$67K

Ln 12

Other incomeLn 4–11$45K

Gifts and grantsLn 1h$13K

Investment incomeLn 3$9K

Money outPt IX

$29K

Ln 25

Programscol B$29K

Managementcol C$581

Owns and owesPt X

$127K

net assets · Ln 32

Cash and savingsLn 1–2$84K

Total assetsLn 16$141K

LiabilitiesLn 26$14K

PeoplePt VI, VII

2

listed · VII A

PaidVII A0

Voting boardVI 1a6

IndependentVI 1b6

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$13K

Investment incomeLn 3$9K

Other incomeLn 4–11$45K

Total revenueLn 12$67K

Assets in detailPt X, end of year

CashLn 1$15K

SavingsLn 2$68K

Cash and savings togetherLn 1–2$84K

InvestmentsLn 11–13$51K

Other assetsLn 15$2K

Total assetsLn 16$141K

LiabilitiesLn 26$14K

Net assetsLn 32$127K

OperationsPt I, VI

EmployeesI 50

VolunteersI 650

Fiscal year endsHeaderJune

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY23	End FY23
Cash and savingsLn 1–2	$58K	$84K
InvestmentsLn 11–13	$42K	$51K
Total assetsLn 16	$102K	$141K
LiabilitiesLn 26	$13K	$14K
Net assetsLn 32	$89K	$127K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Grants to domestic organizationsLn 1	$14K	$14K
Grants to domestic individualsLn 2	$9K	$9K
Office expensesLn 13	$494	$0	$494	$0
Other expenses (24a–d)Ln 24	$6K	$6K	$87	$0
Total functional expensesLn 25	$29K	$29K	$581	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$133K	$60K	$74K	$199K	990 PDF
FY2024	$44K	$39K	$4K	$119K	990 PDF
FY2023 Viewing	$67K	$29K	$38K	$127K	990 PDF
FY2022	$37K	$37K	−$303	$89K	990 PDF
FY2021	$21K	$25K	−$5K	$89K	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2023 990 (6 parts)

Part I · Summary $67,000 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $10,588$12,776

I-9 Program service revenue$0

I-10 Investment incomePrior year $4,016$8,753

I-11 Other revenuePrior year $22,022$45,471

I-12 Total revenuePrior year $36,626$67,000

I-13 Grants and similar amounts paidPrior year $20,349$22,949

I-14 Benefits paid to members$0

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $16,580$6,228

I-18 Total expensesPrior year $36,929$29,177

I-19 Revenue less expensesPrior year −$303$37,823

Part VI · Governance 6 of 6 board members independent, 4 to look at

VI-1a Voting members of the governing body6

VI-1b Independent voting members6

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $67,000 across 5 lines filed

VIII-1f All other contributions, gifts and grants$12,776

VIII-1h Total contributions, gifts and grants$12,776

VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $8,753$8,753

VIII-8 Net income from fundraising eventsUnrelated business $0 · Excluded from tax $45,471$45,471

VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $54,224$67,000

Part IX · Statement of functional expenses $29,177 across 4 lines filed

IX-1 Grants to domestic organizationsPrograms $14,099$14,099

IX-2 Grants to domestic individualsPrograms $8,850$8,850

IX-13 Office expensesPrograms $0 · Management $494 · Fundraising $0$494

IX-24 Other expenses (24a–d)Programs $5,647 · Management $87 · Fundraising $0$5,734

IX-25 Total functional expensesPrograms $28,596 · Management $581 · Fundraising $0$29,177

Part X · Balance sheet $141,291 assets, 13 lines filed

X-1 Cash, non-interest-bearingStart of year $20,570$15,235

X-2 Savings and temporary cash investmentsStart of year $37,275$68,419

X-4 Accounts receivableStart of year $0$500

X-9 Prepaid expenses and deferred chargesStart of year $0$4,625

X-11 Publicly traded securitiesStart of year $42,145$50,691

X-15 Other assetsStart of year $1,821$1,821

X-16 Total assetsStart of year $101,811$141,291

X-17 Accounts payable and accrued expensesStart of year $1,472$324

X-18 Grants payableStart of year $1,890$6,755

X-19 Deferred revenueStart of year $9,320$7,260

X-26 Total liabilitiesStart of year $12,682$14,339

X-32 Total net assets or fund balancesStart of year $89,129$126,952

X-33 Total liabilities and net assetsStart of year $101,811$141,291

Part XI · Reconciliation of net assets $126,952 net assets at year end

XI-1 Total revenue$67,000

XI-2 Total expenses$29,177

XI-3 Revenue less expenses$37,823

XI-4 Net assets at start of year$89,129

XI-10 Net assets at end of year$126,952

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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Conifer Rotary Foundation FY2023 filing

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