Civic Intelligence

Charter Fund Inc D/B/A Charter School Growth Fund

990PF • Fiscal year 2019 • EIN 05-0620063

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 22, 2020

10901 West 120th Avenue No 450Broomfield, CO 80021

(303) 217-8090

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

23rd percentile

0.11x

Higher debt load relative to assets than 23% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

48th percentile

0.52x

Higher debt load relative to revenue than 48% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Net Margin

68th percentile

9.6%

Higher net margin than 68% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

33rd percentile

$590,413

Higher top officer pay than 33% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Asset Growth

40th percentile

2.6%

Faster asset growth than 40% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-64%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Assets

Up

$362,249,098

Up $9,145,523 (+2.6%) from 2018

Net Assets

Up

$321,927,296

Up $9,101,925 (+2.9%) from 2018

Liabilities

Up

$40,321,802

Up $43,598 (+0.1%) from 2018

Revenue

Down

$76,926,295

Down $139,334,566 (-64%) from 2018

Expenses

Up

$69,538,580

Up $7,329,031 (+12%) from 2018

Net Income

Down

$7,387,715

Down $146,663,597 (-95%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800M$600M$400M$200M$0Assets 2011: $139,397,825Liabilities 2011: $10,187,4552011Assets 2012: $180,609,418Liabilities 2012: $10,214,6462012Assets 2013: $200,323,615Liabilities 2013: $15,923,0122013Assets 2014: $207,144,402Liabilities 2014: $20,193,838Net Assets 2014: $186,950,5642014Assets 2015: $200,620,807Liabilities 2015: $20,224,688Net Assets 2015: $180,396,1192015Assets 2016: $196,032,843Liabilities 2016: $14,836,835Net Assets 2016: $181,196,0082016Assets 2017: $217,176,094Liabilities 2017: $33,018,093Net Assets 2017: $184,158,0012017Assets 2018: $353,103,575Liabilities 2018: $40,278,204Net Assets 2018: $312,825,3712018Assets 2019: $362,249,098Liabilities 2019: $40,321,802Net Assets 2019: $321,927,2962019Assets 2020: $435,873,110Liabilities 2020: $50,721,190Net Assets 2020: $385,151,9202020Assets 2021: $606,047,129Liabilities 2021: $48,623,941Net Assets 2021: $557,423,1882021Assets 2024: $720,288,020Liabilities 2024: $49,625,515Net Assets 2024: $670,662,5052024

Highlighted filing

2019

Assets$362,249,098
Liabilities$40,321,802
Net Assets$321,927,296

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0-$100MRevenue 2011: $82,935,568Expenses 2011: $32,431,045Net Income 2011: $50,504,5232011Revenue 2012: $65,078,146Expenses 2012: $23,854,043Net Income 2012: $41,224,1032012Revenue 2013: $53,355,032Expenses 2013: $39,109,515Net Income 2013: $14,245,5172013Revenue 2014: $53,237,265Expenses 2014: $50,608,750Net Income 2014: $2,628,5152014Revenue 2015: $55,607,056Expenses 2015: $61,858,680Net Income 2015: -$6,251,6242015Revenue 2016: $60,156,119Expenses 2016: $59,627,808Net Income 2016: $528,3112016Revenue 2017: $72,388,472Expenses 2017: $68,848,259Net Income 2017: $3,540,2132017Revenue 2018: $216,260,861Expenses 2018: $62,209,549Net Income 2018: $154,051,3122018Revenue 2019: $76,926,295Expenses 2019: $69,538,580Net Income 2019: $7,387,7152019Revenue 2020: $149,305,777Expenses 2020: $88,155,799Net Income 2020: $61,149,9782020Revenue 2021: $251,921,544Expenses 2021: $75,792,340Net Income 2021: $176,129,2042021Revenue 2024: $232,401,456Expenses 2024: $189,583,844Net Income 2024: $42,817,6122024

Highlighted filing

2019

Revenue$76,926,295
Expenses$69,538,580
Net Income$7,387,715
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 22, 2020
Return Version
2019v5.1
Mission and Program Overview

Mission

The charter school growth fund identifies the country's best public charter schools, funds their expansion, and helps to increase their impact. We're driven by a conviction that all children deserve great public schools in their communities.

Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN HALLPresident/CEOFT$563,310$27,103$590,413
JULIE MAIERPartner/Vice PresidentFT$295,000$27,103$322,103
RICH BILLINGSPartner/Asst SecretaryFT$255,500$15,123$270,623
CARRIE WALTON-PENNERDirector-$0--
STACY SCHUSTERMANDirector-$0--
ALLAN GOLSTONDirector-$0--
JOHN FISHERDirector/Board Chair-$0--
JAMES RAHNDirector-$0--
MASON HAWKINSDirector-$0--
FIDEL VARGASDirector-$0--
ANNIE PROIETTIDirector-$0--
Filing and Contact Details

Filer

Filer Name
Charter Fund Inc
EIN
05-0620063
Phone
3032178090
Address
10901 WEST 120TH AVENUE NO 450, BROOMFIELD, CO 80021

Signing Officer

Name
Kevin Hall
Title
President/CEO
Phone
3032178090
Signed
2020-06-22
Discuss with paid preparer
Yes

Preparer

Firm
Clark Nuber Ps
Address
10900 NE 4TH ST SUITE 1400, BELLEVUE, WA 98004
Preparer
Jennifer Becker Harris
Phone
4254544919
Raw XML AppendixShowing 400 of 2,552 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt016835
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt0750000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt1560000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt2500000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt3325000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt4310000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt5300000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt6200000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt7200000
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AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt11100000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Amt12975000
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0PRI LOAN TO REGENERATION SCHOOLS TO PROMOTE CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc1PRI LOAN TO AAEC HIGH SCHOOLS TO PROMOTE CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc2PRI LOAN TO NEW PARADIGM FOR EDUCATION INC. TO PROMOTE CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc3PRI LOAN TO BRIGHT STAR SCHOOLS TO PROMOTE CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc4PRI LOAN TO BLACKSTONE VALLEY PREP MAYORAL ACADEMY TO PROMOTE CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc5PRI LOAN TO ASCEND PUBLIC CHARTER SCHOOLS TO PROMOTE CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc6PRI LOAN TO THE URBAN ASSEMBLY TO PROMOTE CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc7PRI LOAN TO THE URBAN ASSEMBLY TO PROMOTE CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc8PRI LOAN TO BRICK TO PROMOTE CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc9PRI LOAN TO GREAT HEARTS ACADEMIES TO PROMOTE CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc10PRI LOAN TO INSPIRENOLA CHARTER SCHOOLS TO PROMOTE CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc11PRI LOAN TO YES PREP PUBLIC SCHOOLS TO PROMOTE CHARTER SCHOOL GROWTH
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc12PRI LOAN TO SUCCESS ACADEMY CHARTER SCHOOLS TO PROMOTE CHARTER SCHOOL GROWTH
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IRS990PF/DistributableAmountGrp/Sect4942j3j5FndtnAndFrgnOrgInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt0264
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0224745
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0171068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt053413
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt053413
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0171068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0171068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0224745
IRS990PF/FMVAssetsEOYAmt0362249098
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0651743
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0670560
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt02649
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt04264
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt02649
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt02649
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt064657990
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt030020837
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt030020837
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt081461127
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt085260114
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt085260114
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt077126787
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt073946102
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableBOYAmt0310000
IRS990PF/Form990PFBalanceSheetsGrp/GrantsPayableEOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt078336
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt091573
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt020801
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt013237
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt013237
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableBOYAmt039248024
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt039515163
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0235698584
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0247981194
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt096701390
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt086749989
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt086749989
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt029171903
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt033371903
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt033371903
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt068437
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt036079
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblAllwncDbtflAcctAmt01061
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblAmt08529997
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblBOYAmt05684365
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYAmt08528936
IRS990PF/Form990PFBalanceSheetsGrp/PledgesRcvblEOYFMVAmt08528936
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0173136
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0325021
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0325021
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt075228599
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0117976412
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0117976412
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0353103575
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0362249098
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0362249098
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt040278204
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt040321802
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0353103575
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0362249098
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0312825371
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0321927296
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0261448849
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0141640008
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt083892386
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt03921733
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt035916455
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt012876356
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0257527116
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0261448849
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0293500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1276750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2253500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt3255000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt4231750
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt027103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt127103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt224191
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt315123
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt424191
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0DARRYL COBB
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1KATHY HAMEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2ERIC THOMAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3ERIC CHAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4LYDIA HOFFMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0PARTNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1PARTNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2PARTNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3PARTNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4PARTNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt010901 WEST 120TH AVE STE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt110901 WEST 120TH AVE STE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt210901 WEST 120TH AVE STE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt310901 WEST 120TH AVE STE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt410901 WEST 120TH AVE STE 450
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0BROOMFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1BROOMFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2BROOMFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3BROOMFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4BROOMFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd080021
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd180021
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd280021
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd380021
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd480021
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0VENABLE LLP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1CLARK NUBER PS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2ALTVIA SOLUTIONS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0115612
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1107621
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt275208
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt371500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt466000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm0KRISTY KING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/PersonNm1SUE SHALVEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0LEGAL SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1AUDIT & TAX
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2TECHNICAL SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3EVENT PLANNING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4CONSULTING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0PO BOX 62727
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt110900 NE 4TH STREET SUITE 1400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt2590 BURBANK ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt31267 KARLANN DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt45488 N FINE RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BALTIMORE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1BELLEVUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2BROOMFIELD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3BLACK HAWK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm4LINDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0MD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1WA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd0212642727
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd198004
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd280020
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd380422
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd495236
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt148.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0255500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1563310
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2295000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt015123
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt127103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt227103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt90
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt100
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICH BILLINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KEVIN HALL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JULIE MAIER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3CARRIE WALTON-PENNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4STACY SCHUSTERMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ALLAN GOLSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6JOHN FISHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7JAMES RAHN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8MASON HAWKINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm9FIDEL VARGAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm10ANNIE PROIETTI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PARTNER/ASST SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1PRESIDENT/CEO

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$720$49.6$671$232$190$42.8
2023Detailed filing. Detailed filing data is available for this year.
2022Detailed filing. Detailed filing data is available for this year.
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$606$48.6$557$252$75.8$176
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$436$50.7$385$149$88.2$61.1
2019Detailed filing. Detailed filing data is available for this year.$362$40.3$322$76.9$69.5$7.39
2018Detailed filing. Detailed filing data is available for this year.$353$40.3$313$216$62.2$154
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$217$33.0$184$72.4$68.8$3.54
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$196$14.8$181$60.2$59.6$0.53
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$201$20.2$180$55.6$61.9$6.25
2014Detailed filing. Detailed filing data is available for this year.$207$20.2$187$53.2$50.6$2.63
2013Summary only. Only limited summary data is available for this year.$200$15.9$53.4$39.1$14.2
2012Summary only. Only limited summary data is available for this year.$181$10.2$65.1$23.9$41.2
2011Summary only. Only limited summary data is available for this year.$139$10.2$82.9$32.4$50.5