Longmont Rotary Charity Fund Inc

Nonprofit profile at a glance

EIN
742254798
IRS 990 coverage
2023–2025
Forms available
Form 990 2025, Form 990-N 2022
Location
Longmont, CO, USA
Phone
3037756741
Rating
83
Verdict
STRONG
Rating confidence
Moderate
Sector
Community Service Clubs

Official website

Reported finances

Revenue
$37,128
Expenses
$42,339
Assets
$683,836
Liabilities
$5,655

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

12 people listed

Executive titles in this filing

  • Charlotte Tyson (President)
  • David Schreiber (Vice President)

People named in this filing

  • John Caldwell (Director)
  • Dr Alfred Carr (Director)
  • Kenneth Cline (Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Provide a tax-exempt structure for the Rotary Club of Longmont, Colorado to help meet the present needs of the community and manage an endowment for sustainable funding to meet the future needs of the community.

What it reported doing in 2025

Winter Warmth Coat Drive: Annual coat drive to secure coats, scarves, gloves, boots, and blankets for distribution through the OUR Center. LRCF Funding was used to purchase coats in children's sizes that are not donated in large enough quantities during the coat drive to meet the need. Fishbowl: Monthly donations are made to local charities selected by nominations to the Longmont Rotary Fishbowl Committee. LRCF added $500/month to each donation. Born to Read Program: This all-volunteer program provides information and books to parents of newborns at Longmont United Hospital (LUH) and Longs Peak Hospital. Materials encourage reading aloud to infants and toddlers. Two board books suitable for an infant are included. Nurses in the Birth Place provide counsel and distribute the bags which are in English and Spanish. 1,289 bags were distributed in 2024, a 13.4% increase. Born to Read celebrated 33 years in 2025 and has been supported by Longmont Rotary since its beginning. Kids Fishing Program: Kids Fishing Day is a program run by the Breakfast Optimist Club of Longmont, introducing kids to fishing and the outdoors. Kids receive a free fishing pole with lunch available for kids, parents, and volunteers. This grant is for stocking Isaac Walton Pond with fish, purchasing rods and reels, and for serving lunch to kids and volunteers. In 2024, 250+ children and parents attended, and 150 fishing poles were distributed. 350 hot dogs, soda, and chips were consumed! The event is scheduled each year on a Saturday at the beginning of Spring Break. Habitat for Humanity ADU: Habitat for Humanity of the St Vrain Valley (St Vrain Habitat) was founded in 1988, since then they have built 125 new homes and completed 62 critical repairs. With each decade, they've doubled their impact and served more families. St Vrain Habitat purchased a home at 321 Atwood, near the Affiliate office at 303 Atwood. The goal is to house AmeriCorps Volunteers when they come to help the affiliate by building an additional dwelling unit on the property to house 6-8 AmeriCorps volunteers at a time. AmeriCorps has been de-funded, and Habitat is developing an Intern program in response. The ADU can also be used for transitional housing for families waiting for Habitat Home completion. This grant is to cover furnishings, supplies, etc. to outfit the buildings. Philippine School Supplies Project: Joint project with the Rotary Club of Dumaguete East (RCDE) and the Department of Education to provide basic school supplies to three high schools and three elementary schools in Dauin, Negros Oriental, Philippines.

Operating model

Revenue model
Investment-supported. 64% of the money available for current operations came from recurring investment income.
Distribution model
Grant intermediary. The nonprofit sent 82% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some filing-based governance responses are negative or unanswered and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 89
  • Transparency & Controls: 90
  • Accountability: 76
  • Sustainability: 50
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 100%; rating input score 100
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 3 of 7 controls in place; rating input score 43
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -14%; rating input score 38; 38th percentile among comparable filings
  • Total-asset coverage ratio: 16.15; rating input score 76; 76th percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 23; 23rd percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 58; 58th percentile among comparable filings

Growth

  • Program expense growth: 32.8% per year; rating input score 100; 89th percentile among comparable filings
  • Revenue growth: -95.2% per year; rating input score 0; 4th percentile among comparable filings
  • Asset growth: 7.9% per year; rating input score 100; 72nd percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 100% of spending went to programs
  • Governance: 12 of 12 board members independent · 3 of 7 filing controls reported
  • Programs: 4 filed program accomplishments · $42K in reported program spending
  • Leadership: top reported pay $0 · 12 people listed
  • Consistency: 16 of 16 current checks pass
  • Schedules: 3 filed schedules
  • Filing history: 3 filing years from 2023 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Accountability: Governance controls: 3 of 6 not reported.
  • High — Growth: Revenue growth scored 0/100.
  • Moderate — Sustainability: Operating margin scored 38/100.
  • High — Sustainability: Liabilities to assets ratio scored 23/100.
  • Review — Sustainability: Officer compensation ratio scored 58/100.