Civic Intelligence

University Centers of the San Miguel

EIN 20-3690304 • 501(c)3 • Telluride, CO

Profile

Equitable access to post-secondary educa

PO Box 1621Telluride, CO 81435

www.ucsanmiguel.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

83rd percentile

34%

Higher net margin than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

24th percentile

-37%

Faster revenue growth than 24% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$12,382

Up $1,452 (+13%) from 2013

Liabilities

Down

$0

Down $12,989 (-100%) from 2013

Net Assets

Up

$12,382

Up $14,441 (+701%) from 2013

Operations
Liabilities / Revenue62nd percentileNet Margin83rd percentile

Revenue

Down

$42,807

Down $25,288 (-37%) from 2013

Expenses

Down

$28,366

Down $43,923 (-61%) from 2013

Net Income

Up

$14,441

Up $18,635 (+444%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15K$10K$5.0K$0-$5.0KAssets 2011: $11,485Liabilities 2011: $3,654Net Assets 2011: $7,8312011Assets 2012: $5,291Liabilities 2012: $3,2922012Assets 2013: $10,930Liabilities 2013: $12,989Net Assets 2013: -$2,0592013Assets 2014: $12,382Liabilities 2014: $0Net Assets 2014: $12,3822014

Highlighted filing

2014

Assets$12,382
Liabilities$0
Net Assets$12,382
Open 2014 Filing

Operations Trend

Revenue Growth24th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $92,230Expenses 2011: $119,508Net Income 2011: -$27,2782011Revenue 2012: $100,957Expenses 2012: $106,789Net Income 2012: -$5,8322012Revenue 2013: $68,095Expenses 2013: $72,289Net Income 2013: -$4,1942013Revenue 2014: $42,807Expenses 2014: $28,366Net Income 2014: $14,4412014

Highlighted filing

2014

Revenue$42,807
Expenses$28,366
Net Income$14,441
Open 2014 Filing

Filings

Most recent year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,382
Liabilities
$0
Net assets
$12,382
Revenue
$42,807
Expenses
$28,366
Net income
$14,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$0.12$0.00$0.12$0.43$0.28$0.14
2013Detailed filing. Detailed filing data is available for this year.$0.11$0.13$0.02$0.68$0.72$0.04
2012Summary only. Only limited summary data is available for this year.$0.05$0.03$1.01$1.07$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.04$0.08$0.92$1.20$0.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 17, 2015
Return Version
2014v5.0
Gross Receipts
$42,807
Mission and Program Overview

Mission

Equitable access to post-secondary educa

Program Services

DescriptionGrantsExpenses
Designed and implemented semesters of affordable and accredited continuing education to over 200 adults in partnership with 2 state and 1 private college--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jim Berkowitz MBADirector-$0--
Heather BledsoePresidentPT$0--
Lee TaylorTreasurerPT$0--
Amanda AcostaSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
University Centers of the San Miguel
EIN
20-3690304
Address
PO Box 1621, Telluride, CO 81435

Signing Officer

Name
Lee Taylor
Title
Treasurer
Signed
2015-03-17
Discuss with paid preparer
No

Preparer

Firm
SweetBooks LLC
Address
27696 Highway 145, Dolores, CO 81323
Preparer
Erin Sweet Neer CPA
Phone
9707291619
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBank Service Charges 1,065Travel and Conferences 1,093Insurance 1,710Program Marketing and Outreach 575Other Expenses 324”

Description of other assets Part II line 24

“Category Beginning of Year End of YearAccounts Receivable 140 120Security Deposit 400 0”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearAccounts Payable 1,344 0Deferred revenue 11,645 0”

Raw XML Appendix154 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum09707291619
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Telluride
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd081435
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt010390
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt012262
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt036386
IRS990EZ/DonorAdvisedFndsInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt014441
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06083
IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/InfoInScheduleOPartIIInd0X
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IRS990EZ/InvestmentIncomeAmt01
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-2059
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012382
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-2059
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012382
IRS990EZ/OccupancyRentUtltsAndMaintAmt06180
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Jim Berkowitz MBA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Heather Bledsoe
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lee Taylor
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Amanda Acosta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0540
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0120
IRS990EZ/OtherExpensesTotalAmt04767
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Equitable access to post-secondary educa
IRS990EZ/ProgramServiceRevenueAmt05940
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Designed and implemented semesters of affordable and accredited continuing education to over 200 adults in partnership with 2 state and 1 private college
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt011336
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt0480
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt012989
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt028366
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt042807
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.ucsanmiguel.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt036386
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt025967
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt020600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt061417
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt039675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0184045
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt09
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.77050
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0141818
IRS990ScheduleA/SubstantialContributorsTotAmt042227
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt036386
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt025967
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt020600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt061417
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt039675
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0184045
IRS990ScheduleA/TotalSupportAmt0184054
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBank Service Charges 1,065Travel and Conferences 1,093Insurance 1,710Program Marketing and Outreach 575Other Expenses 324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Category Beginning of Year End of YearAccounts Receivable 140 120Security Deposit 400 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Category Beginning of Year End of YearAccounts Payable 1,344 0Deferred revenue 11,645 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other assets Part II line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of total liabilities Part II line 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Lee Taylor
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0University Centers of the San Miguel
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0203690304
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 1621
ReturnHeader/Filer/USAddress/CityNm0Telluride
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081435
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271183474
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SweetBooks LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027696 Highway 145
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dolores
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081323
ReturnHeader/PreparerPersonGrp/PhoneNum09707291619
ReturnHeader/PreparerPersonGrp/PreparationDt02015-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Erin Sweet Neer CPA
ReturnHeader/ReturnTs02015-04-30T08:03:29-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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