Civic Intelligence

The Certe Foundation Inc C/O Constance P Cohen

990PF • Fiscal year 2017 • EIN 13-2624114

Sep 01, 2016 to Aug 31, 2017 • Filed on Dec 08, 2017

Organization Profile
5240 S Shalom Park Cr No 2214Aurora, CO 80015

(303) 300-2029

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-109%

Higher net margin than 6% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

30th percentile

-7.9%

Faster asset growth than 30% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

358%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$346,867

Down $29,810 (-7.9%) from 2016

Net Assets

Down

$346,867

Down $29,810 (-7.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

Up

$27,392

Up $21,410 (+358%) from 2016

Expenses

Up

$57,202

Up $31,012 (+118%) from 2016

Net Income

Down

-$29,810

Down $9,602 (-48%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$400K$300K$200K$100K$0Assets 2011: $344,310Liabilities 2011: $02011Assets 2012: $356,028Liabilities 2012: $12012Assets 2013: $362,682Liabilities 2013: $1Net Assets 2013: $362,6822013Assets 2014: $375,965Liabilities 2014: $1Net Assets 2014: $375,9652014Assets 2015: $396,885Liabilities 2015: $1Net Assets 2015: $396,8852015Assets 2016: $376,677Liabilities 2016: $0Net Assets 2016: $376,6772016Assets 2017: $346,867Liabilities 2017: $0Net Assets 2017: $346,8672017Assets 2018: $359,986Liabilities 2018: $0Net Assets 2018: $359,9862018Assets 2019: $358,966Liabilities 2019: $12019Assets 2020: $359,415Liabilities 2020: $1Net Assets 2020: $359,4152020Assets 2021: $326,459Liabilities 2021: $4,7322021Assets 2022: $281,277Liabilities 2022: $4,5002022Assets 2023: $247,300Liabilities 2023: $1,391Net Assets 2023: $245,9092023Assets 2025: $228,051Liabilities 2025: $4,319Net Assets 2025: $223,7322025

Highlighted filing

2017

Assets$346,867
Liabilities$0
Net Assets$346,867
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

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

$100K$50K$0-$50KRevenue 2011: $29,676Expenses 2011: $15,916Net Income 2011: $13,7602011Revenue 2012: $19,977Expenses 2012: $8,259Net Income 2012: $11,7182012Revenue 2013: $13,725Expenses 2013: $7,071Net Income 2013: $6,6542013Revenue 2014: $36,349Expenses 2014: $23,066Net Income 2014: $13,2832014Revenue 2015: $29,910Expenses 2015: $8,990Net Income 2015: $20,9202015Revenue 2016: $5,982Expenses 2016: $26,190Net Income 2016: -$20,2082016Revenue 2017: $27,392Expenses 2017: $57,202Net Income 2017: -$29,8102017Revenue 2018: $39,468Expenses 2018: $26,349Net Income 2018: $13,1192018Revenue 2019: $22,000Expenses 2019: $48,020Net Income 2019: -$26,0202019Revenue 2020: $59,627Expenses 2020: $59,178Net Income 2020: $4492020Revenue 2021: $12,891Expenses 2021: $44,775Net Income 2021: -$31,8842021Revenue 2022: $1,987Expenses 2022: $44,064Net Income 2022: -$42,0772022Revenue 2023: $8,936Expenses 2023: $39,495Net Income 2023: -$30,5592023Revenue 2025: $13,422Expenses 2025: $25,854Net Income 2025: -$12,4322025

Highlighted filing

2017

Revenue$27,392
Expenses$57,202
Net Income-$29,810
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2016 to Aug 31, 2017
Signed
Dec 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CONSTANCE P COHENPresident-$0--
KEITH FRANKLSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Certe Foundation Inc
EIN
13-2624114
Phone
3033002029
Address
5240 S SHALOM PARK CR NO 2214, AURORA, CO 80015

Signing Officer

Name
Constance Cohen
Title
President
Phone
3033002029
Signed
2017-12-08
Discuss with paid preparer
Yes

Preparer

Firm
Berger Torquato & Davis Llp
Address
363 SEVENTH AVENUE - 19TH FLOOR, NEW YORK, NY 10001
Preparer
Stuart W Davis CPA
Phone
2128682088
Raw XML AppendixShowing 400 of 595 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt226099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt010
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt18000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt27400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt332000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt48000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt514000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt613410
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7590
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt817016
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt91908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt105374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1222608
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt131392
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1433081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1588
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1616000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt174414
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1947274
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt20784
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2110000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt226099
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd18P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd19P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd20P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd21P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd22P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0.8 SHS FRONTIER COMM CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1751.872 SHS DOUBLELINE TOTAL RETURN BD FD CLI
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2691.162 SHS DOUBLELINE TOTAL RETURN BD FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc32870.072 SHS DEER PARK TOTAL RETURN CREDIT I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4720.826 SHS DEER PARK TOTAL RETURN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc51,085.08 GOLDMAN SACHS EMRG MKTS DEBT INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6955.104 SHS LOOMIS SAYLES BOND FUNDCL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc742.054 SHS LOOMIS SAYLES BOND FUND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81,226.112 SHS LOOMIS SAYLES BOND FUND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9137.468 SHS LOOMIS SAYLES BOND FUND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10506.686 SHS METROPOLITAN WEST TOTAL RETURN BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1165.2011 SHS METROPOLITAN WEST TOTAL RETURN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12261.998 SHS T ROWE PRICE MID CAP GWTH FD INV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1316.134 SHS T ROWE PRICE MID CAP GWTH FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc141712.952 SHS RIVERPARK LARGE GROWTH FD INST CL SH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc154.554 SHS RIVERPARK GROWTH FD INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc161,7442.88 SHS USAA SHORT TERM BD INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17453.381 SHS VANGUARD INTERM TERM INVESTMENTS G
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc188.425 SHS VANGUARD INTERM TERM INVESTMENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc193,981.71 SHS WESTERN ASSET CORE PLUS BD FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2066 SHS WESTERN ASSET CORE PLUS BD FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc212567.004 AMG YACKMAN FOCUSED FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc22CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02017-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12017-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22017-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32017-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42017-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52017-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62017-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72017-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102017-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112017-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122017-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132017-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152017-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162017-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172017-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182017-05-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192016-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt202016-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt212017-07-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt023626
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-29810
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0346867
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0376677
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0346867
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt022620
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt022620
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt022620
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt022894
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0274
IRS990PF/DistributableAmountGrp/TotalTaxAmt0274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0274
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0444201
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt034800
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03373
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03373
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt012962
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt012660
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt017975
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0316645
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0322349
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0414368
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersBOYAmt02674
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt02974
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYFMVAmt02974
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt09596
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt05511
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt05511
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0376677
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0346867
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0444201
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0376677
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0346867
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0376677
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0346867
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0376677
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0346867
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0464858
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt040979
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0423879
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt06973
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt022894
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0457885
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0464858
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0CONSTANCE P COHEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1KEITH FRANKL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt05240 S SHALOM PARK CR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O THE FRANKL LAW FIRM PC 7400
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0EAST ORCHARD ROAD SUITE 225 S
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0AURORA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1GREENWOOD VILLAGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd080015
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd180111
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt010628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt010902
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt022440
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt019637
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt05200
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.023212
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.049393
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.011579
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.041448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.001124
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.012516
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$346,867
Liabilities
$0
Net assets
$346,867
Revenue
$27,392
Expenses
$57,202
Net income
-$29,810
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.28$0.04$2.24$0.13$0.26$0.12
2024Detailed filing. Detailed filing data is available for this year.
2023Detailed filing. Detailed filing data is available for this year.$2.47$0.01$2.46$0.09$0.39$0.31
2022Detailed filing. Detailed filing data is available for this year.$2.81$0.05$0.02$0.44$0.42
2021Detailed filing. Detailed filing data is available for this year.$3.26$0.05$0.13$0.45$0.32
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.59$0.00$3.59$0.60$0.59$0.00
2019Detailed filing. Detailed filing data is available for this year.$3.59$0.00$0.22$0.48$0.26
2018Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.39$0.26$0.13
2017Detailed filing. Detailed filing data is available for this year.$3.47$0.00$3.47$0.27$0.57$0.30
2016Detailed filing. Detailed filing data is available for this year.$3.77$0.00$3.77$0.06$0.26$0.20
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$0.00$3.97$0.30$0.09$0.21
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.76$0.00$3.76$0.36$0.23$0.13
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.63$0.00$3.63$0.14$0.07$0.07
2012Summary only. Only limited summary data is available for this year.$3.56$0.00$0.20$0.08$0.12
2011Summary only. Only limited summary data is available for this year.$3.44$0.00$0.30$0.16$0.14