Civic Intelligence

Frances a Melrose Foundation Co Michael J Kleinman Esq

990PF • Fiscal year 2019 • EIN 20-2955518

Jan 01, 2019 to Dec 31, 2019 • Filed on Jul 15, 2020

5290 DTC Parkway Suite 150Englewood, CO 80111

(303) 861-4545

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

4th percentile

-133%

Higher net margin than 4% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

46th percentile

$6,000

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

34th percentile

-1.2%

Faster asset growth than 34% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

3rd percentile

-75%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Down

$2,869,823

Down $35,222 (-1.2%) from 2018

Net Assets

Down

$2,869,823

Down $35,222 (-1.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$91,379

Down $272,973 (-75%) from 2018

Expenses

Down

$213,186

Down $25,251 (-11%) from 2018

Net Income

Down

-$121,807

Down $247,722 (-197%) from 2018

Historical Trend

Balance Sheet Trend

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

2019

Assets$2,869,823
Liabilities$0
Net Assets$2,869,823

Operations Trend

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

2019

Revenue$91,379
Expenses$213,186
Net Income-$121,807
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jul 15, 2020
Return Version
2019v5.1
Compensation and Service Providers

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
5290 DTC Parkway Suite 150, Englewood, CO 80111

Signing Officer

Name
Michael J Kleinman Esq
Title
Member
Phone
7209209903
Signed
2020-07-15
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 Appendix355 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
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt05290 DTC PARKWAY SUITE 150
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Englewood
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080111
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/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt375000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt425000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt515000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable Purposes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable Causes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2charitable Causes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3educational scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Charitable Causes
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5Scholarship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Denver Parks and Recreation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Dumb Friends league
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Liltte Sisters of the Poor
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3University of Denver Scholorship
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Volunteers of America
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Metro State University
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/RecipientRelationshipTxt4none 501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0201 W Colfax Ave
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/AddressLine1Txt41660 Duke Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5890 Auraria Parkway
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Denver
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Denver
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Denver
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Alexandria
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Denver
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080202
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180231
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380208
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd422314
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd580204
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0160000
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/AppliedToCurrentYearAmt0160000
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0162076
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt02076
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt023643
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt02076
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021567
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt021567
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0160000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt021567
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt023643
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0MICHAEL KLEINMAN
LegalFeesSchedule/LegalFeesGrp/CategoryTxt1LARRY HARVEY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WIRE FUND FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0505
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt117070
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01516
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt117070
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherIncreasesSchedule/OtherIncreasesDetail/Amt086585
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED LOSS ON INVESTMENTS
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/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL J KLEINMAN ESQ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Member
ReturnHeader/BusinessOfficerGrp/PhoneNum07209209903
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
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/AddressLine1Txt05290 DTC Parkway Suite 150
ReturnHeader/Filer/USAddress/CityNm0Englewood
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080111
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/PreparationDt02020-06-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph S Nelson CPA
ReturnHeader/ReturnTs02020-06-26T09:16:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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