Civic Intelligence

Frances a Melrose Foundation Co Michael J Kleinman Esq

990PF • Fiscal year 2017 • EIN 20-2955518

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization Profile
9490 South Aspen Hill WayLone Tree, CO 80124

(303) 861-4545

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

5th percentile

-104%

Higher net margin than 5% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

45th percentile

$6,000

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 7.0% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

14th percentile

-7.1%

Faster asset growth than 14% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

7th percentile

-40%

Faster revenue growth than 7% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$2,883,386

Down $459,775 (-14%) from 2015

Net Assets

Down

$2,883,386

Down $459,775 (-14%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin5th percentile

Revenue

Down

$85,894

Down $155,065 (-64%) from 2015

Expenses

Down

$175,461

Down $2,063 (-1.2%) from 2015

Net Income

Down

-$89,567

Down $153,002 (-241%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $4,101Liabilities 2011: $02011Assets 2012: $3,357,215Liabilities 2012: $0Net Assets 2012: $3,357,2152012Assets 2013: $3,599,828Liabilities 2013: $0Net Assets 2013: $3,599,8282013Assets 2014: $3,564,191Liabilities 2014: $0Net Assets 2014: $3,564,1912014Assets 2015: $3,343,161Liabilities 2015: $0Net Assets 2015: $3,343,1612015Assets 2017: $2,883,386Liabilities 2017: $0Net Assets 2017: $2,883,3862017Assets 2018: $2,905,045Liabilities 2018: $0Net Assets 2018: $2,905,0452018Assets 2019: $2,869,823Liabilities 2019: $0Net Assets 2019: $2,869,8232019Assets 2020: $2,939,117Liabilities 2020: $0Net Assets 2020: $2,939,1172020Assets 2021: $3,032,959Liabilities 2021: $0Net Assets 2021: $3,032,9592021Assets 2022: $2,856,936Liabilities 2022: $0Net Assets 2022: $2,856,9362022Assets 2023: $2,818,054Liabilities 2023: $0Net Assets 2023: $2,818,0542023Assets 2024: $2,778,574Liabilities 2024: $0Net Assets 2024: $2,778,5742024

Highlighted filing

2017

Assets$2,883,386
Liabilities$0
Net Assets$2,883,386
Open 2017 Filing

Operations Trend

Revenue Growth7th percentile

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

$400K$200K$0-$200KRevenue 2011: $25,000Expenses 2011: $46,064Net Income 2011: -$21,0642011Expenses 2012: $254,0602012Revenue 2013: $118,931Expenses 2013: $210,476Net Income 2013: -$91,5452013Revenue 2014: $183,940Expenses 2014: $159,590Net Income 2014: $24,3502014Revenue 2015: $240,959Expenses 2015: $177,524Net Income 2015: $63,4352015Revenue 2017: $85,894Expenses 2017: $175,461Net Income 2017: -$89,5672017Revenue 2018: $364,352Expenses 2018: $238,437Net Income 2018: $125,9152018Revenue 2019: $91,379Expenses 2019: $213,186Net Income 2019: -$121,8072019Revenue 2020: $137,668Expenses 2020: $216,458Net Income 2020: -$78,7902020Revenue 2021: $387,706Expenses 2021: $258,942Net Income 2021: $128,7642021Revenue 2022: $94,434Expenses 2022: $269,722Net Income 2022: -$175,2882022Revenue 2023: $62,969Expenses 2023: $220,532Net Income 2023: -$157,5632023Revenue 2024: $191,451Expenses 2024: $230,931Net Income 2024: -$39,4802024

Highlighted filing

2017

Revenue$85,894
Expenses$175,461
Net Income-$89,567
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL J KLEINMANDirector / Chairman-$6,000-$6,000
DORON L KLEINMANDirector-$6,000-$6,000
VICTORIA PHILPOTT JONESDirector-$6,000-$6,000
LARRY D HARVEY ESQDirector /Secretary-$6,000-$6,000
DEAN J BOOSALIS CPADirector / Treasurer-$6,000-$6,000
Filing and Contact Details

Filer

Filer Name
Frances A Melrose Foundation
EIN
20-2955518
In Care Of
% MICHAEL J KLEINMAN ESQ
Address
9490 South Aspen Hill Way, Lone Tree, CO 80124

Signing Officer

Name
Michael J Kleinman Esq
Title
Member
Phone
7209209903
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Bkd Llp
Address
1801 California St Ste 2900, Denver, CO 80202
Preparer
Joseph S Nelson CPA
Phone
3038614545
Raw XML Appendix339 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHAEL J KLEINMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DORON L KLEINMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2VICTORIA PHILPOTT JONES
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR / TREASURER
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt09490 SOUTH ASPEN HILL WAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LONE TREE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080124
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0MICHAEL J KLEINMAN ESQ
IRS990PF/StatementsRegardingActyGrp/PhoneNum07209209903
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03204
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt370000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0MELROSE GARDEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable Causes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2charitable Causes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3educational scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0City and County of Denver
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Dumb Friend league
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Liltte Sisters of the Poor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3University of Denver Scholorship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0Government
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1none 501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2none 501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3none 501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01437 Bannock Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12080 S Quebec St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23629 W 29th Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32199 S University Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Denver
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Denver
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Denver
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180231
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380208
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0123204
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0123204
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0168314
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt045110
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt048797
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt045110
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03687
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0123204
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt03687
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt048797
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0MICHAEL KLEINMAN
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1LARRY HARVEY
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0402705
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0520
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt117167
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01040
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt117167
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt250
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0FRANCES Melrose Estate
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt09490 S Aspen Hill Way
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Lone Tree
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0CO
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd080124
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL J KLEINMAN ESQ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Member
ReturnHeader/BusinessOfficerGrp/PhoneNum07209209903
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Frances A Melrose Foundation
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O Michael J Kleinman ESQ
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0202955518
ReturnHeader/Filer/InCareOfNm0% MICHAEL J KLEINMAN ESQ
ReturnHeader/Filer/USAddress/AddressLine1Txt09490 South Aspen Hill Way
ReturnHeader/Filer/USAddress/CityNm0Lone Tree
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080124
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04AAC73236700E2812FEE4DD098D3A9A5E389C6CE
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04AAC73236700E2812FEE4DD098D3A9A5E389C6CE
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId084022820181345000008
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-05-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.126.162
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BKD LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01801 California St Ste 2900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Denver
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080202
ReturnHeader/PreparerPersonGrp/PhoneNum03038614545
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph S Nelson CPA
ReturnHeader/ReturnTs02018-05-14T14:38:58-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,883,386
Liabilities
$0
Net assets
$2,883,386
Revenue
$85,894
Expenses
$175,461
Net income
-$89,567
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.19$0.23$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.06$0.22$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.09$0.27$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.39$0.26$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.14$0.22$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.09$0.21$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.36$0.24$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.09$0.18$0.09
2015Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.24$0.18$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.18$0.16$0.02
2013Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.12$0.21$0.09
2012Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.25
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.03$0.05$0.02