Civic Intelligence

Red Robin Foundation

990 • Fiscal year 2017 • EIN 20-5871055

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 02, 2018

6312 S Fiddlers Green Cir Ste 200NGreenwood Village, CO 80111

(303) 846-6000

Siviq Scores

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

Liabilities / Assets

79th percentile

0.34x

Higher debt load relative to assets than 79% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.37x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

18th percentile

-13%

Higher net margin than 18% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

82nd percentile

28%

Faster asset growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

72nd percentile

21%

Faster revenue growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$872,394

Up $190,005 (+28%) from 2016

Net Assets

Down

$578,045

Down $104,344 (-15%) from 2016

Liabilities

Up

$294,349

Up $294,349 from 2016

Revenue

Up

$799,254

Up $137,150 (+21%) from 2016

Expenses

Up

$903,598

Up $168,817 (+23%) from 2016

Net Income

Down

-$104,344

Down $31,667 (-44%) from 2016

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $629,026Liabilities 2010: $1,500Net Assets 2010: $627,5262010Assets 2011: $632,494Liabilities 2011: $25,000Net Assets 2011: $607,4942011Assets 2012: $923,834Liabilities 2012: $6,197Net Assets 2012: $917,6372012Assets 2013: $858,065Liabilities 2013: $7,902Net Assets 2013: $850,1632013Assets 2014: $876,311Liabilities 2014: $2,919Net Assets 2014: $873,3922014Assets 2015: $741,344Liabilities 2015: $0Net Assets 2015: $741,3442015Assets 2016: $682,389Liabilities 2016: $0Net Assets 2016: $682,3892016Assets 2017: $872,394Liabilities 2017: $294,349Net Assets 2017: $578,0452017Assets 2018: $773,275Liabilities 2018: $0Net Assets 2018: $773,2752018Assets 2019: $672,777Liabilities 2019: $602Net Assets 2019: $672,1752019Assets 2020: $821,614Liabilities 2020: $0Net Assets 2020: $821,6142020Assets 2021: $696,032Liabilities 2021: $0Net Assets 2021: $696,0322021Assets 2022: $260,235Liabilities 2022: $0Net Assets 2022: $260,2352022Assets 2023: $271,792Liabilities 2023: $0Net Assets 2023: $271,7922023Assets 2024: $310,482Liabilities 2024: $0Net Assets 2024: $310,4822024

Highlighted filing

2017

Assets$872,394
Liabilities$294,349
Net Assets$578,045

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,114,6892010Expenses 2011: $1,068,7342011Expenses 2012: $1,077,1962012Revenue 2013: $779,194Expenses 2013: $846,668Net Income 2013: -$67,4742013Revenue 2014: $692,843Expenses 2014: $669,614Net Income 2014: $23,2292014Revenue 2015: $583,874Expenses 2015: $701,663Net Income 2015: -$117,7892015Revenue 2016: $662,104Expenses 2016: $734,781Net Income 2016: -$72,6772016Revenue 2017: $799,254Expenses 2017: $903,598Net Income 2017: -$104,3442017Revenue 2018: $972,140Expenses 2018: $776,910Net Income 2018: $195,2302018Revenue 2019: $823,525Expenses 2019: $926,961Net Income 2019: -$103,4362019Revenue 2020: $656,950Expenses 2020: $507,511Net Income 2020: $149,4392020Revenue 2021: $544,226Expenses 2021: $669,808Net Income 2021: -$125,5822021Revenue 2022: $461,264Expenses 2022: $897,061Net Income 2022: -$435,7972022Revenue 2023: $732,572Expenses 2023: $785,793Net Income 2023: -$53,2212023Revenue 2024: $904,982Expenses 2024: $804,756Net Income 2024: $100,2262024

Highlighted filing

2017

Revenue$799,254
Expenses$903,598
Net Income-$104,344
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 2, 2018
Return Version
2017v2.3
Gross Receipts
$799,254
Mission and Program Overview

Mission

Provide donors with the opportunity to be kind to their neighbors and share the foundation's "unbridled" spirit.

Provide donors with the opportunity to share the foundation's "unbridled" spirit.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$285,178$567,568▲ $282,390
Savings and Temporary Cash Investments$327,733$225,197▼ $102,536
Total Assets$682,389$872,394▲ $190,005
Other Assets Total$69,478$79,629▲ $10,151
Liabilities
Grants Payable$0$172,578▲ $172,578
Other Liabilities$0$121,771▲ $121,771
Total Liabilities$0$294,349▲ $294,349
Net Assets / Fund Balance
Temporarily Rstr Net Assets$523,236$419,952▼ $103,284
Unrestricted Net Assets$159,153$158,093▼ $1,060
Total Net Assets Fund Balance$682,389$578,045▼ $104,344
Total Liabilities and Net Assets / Fund Balance$682,389$872,394▲ $190,005

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$79,629--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Michael KaplanFoundation President
Jodie StetzDirector
Ronda AtwoodDirector
Mara WheelerExecutive Director (term End 3/18)
Revenue and Support

Revenue Composition

Contributions and Grants
$798,347
Program Service Revenue
$0
Investment Income
$907
Other Revenue
$0
All Other Contributions
$798,347
Change in Net Assets
$-104,344

Audited Revenue Reconciliation

Revenue per Audited Statements
$799,254
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$103,925
Total Revenue per Audited Statements
$903,179
Total Revenue per Form 990
$799,254
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$901,631
Other Expenses$1,967
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$901,631--$901,631
Office Expenses-$1,967-$1,967
Total Functional Expenses$901,631$1,967$0$903,598

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,007,523
Expenses per Audited Statements$903,598
Total Expenses per Form 990$903,598
Expenses Not Reported on Form 990$103,925
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Red Robin International$121,771
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

The board of directors may designate one or more committees, each of whom shall have and may exercise authority in the management of the foundation. No such committee shall have authority to act outside the usual and regular course of business. The organization currently does not have an executive committe acting in this capacity.

Form 990, Part VI, Section B, Line 11B

The 990 is reviewed and approved for filing by the president, treasurer, and secretary of the board. A copy of the form 990 is provided to the board before it is filed.

Form 990, Part VI, Section B, Line 12C

Each member of the board of directors is encouraged to avoid undisclosed conflicts of interest and to refrain from influencing the board's action on a matter in which such director is financially interested. It is therefore the policy of the foundation to avoid the participation of any director in the board of directors' consideration of a matter which poses a conflict of interest for that director. Any actual or possible conflict of interest must be disclosed by the interested person. After disclosure has been made by a interested person, that person will leave the board of directors meeting and the remaining members of the board shall decide if a conflict of interest exists.

Form 990, Part VI, Section B, Line 15

The foundation does not have any paid employees.

Form 990, Part VI, Section C, Line 19

The foundation makes its governing documents, conflict of interest policy, and financial statments available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Red Robin Foundation
EIN
20-5871055
Phone
3038466000
Address
6312 S FIDDLERS GREEN CIR STE 200N, GREENWOOD VILLAGE, CO 80111

Signing Officer

Name
Michael Kaplan
Title
President
Phone
3038466000
Signed
2018-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Kaplan
Formed
2006
Legal Domicile
Co
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
2

Preparer

Firm
Plante & Moran Pllc
Address
8181 E TUFTS AVENUE SUITE 600, DENVER, CO 80237-2579
Preparer
Dori J Eggett
Phone
3037409400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The foundation applies a more-likely-than-not measurement methodology to reflect the financial statement impact of uncertain tax positions taken or expected to be taken in a tax return. After evaluating the tax positions taken, none are considered to be uncertain; therefore, no amounts have been recognized as of december 31, 2017 and 2016. If incurred, interest and penalties associated with tax positions are recorded in the period assessed as general and administrative expenses. No interest or penalties have been assessed as of december 31, 2017 and 2016.

Raw XML Appendix330 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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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GIVING FUND GRANTS: THE MAXIMUM REQUEST FOR A GIVING FUND GRANT IS $5,000. THIS LIMITATION IS DOCUMENTED IN THE APPLICATION AS WELL AS IN OUR DOCUMENT MATERIALS ON OUR WEBSITE. THE COMMITTEE CHAIR IS RESPONSIBLE FOR MAINTAINING AN EXCEL DATABASE OF GRANT REQUESTS & DETERMINING IF A REQUEST HAS BEEN MADE BEFORE TO A RECIPIENT. A SECONDARY CHECK IS MADE BY THE PROGRAM COORDINATOR WHEN SHE ENTERS AWARDS INTO QUICKBOOKS AND HAS TO SET UP NEW VENDORS. ALSO, COMMITTEE MEMBERS ARE RESPONSIBLE FOR A SPECIFIC GEOGRAPHIC REGION AND ONE OF THEIR RESPONSIBILITIES IS TO INQUIRE OF THE GM WHETHER OR NOT THE PERSON HAS MADE A REQUEST BEFORE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS MAY DESIGNATE ONE OR MORE COMMITTEES, EACH OF WHOM SHALL HAVE AND MAY EXERCISE AUTHORITY IN THE MANAGEMENT OF THE FOUNDATION. NO SUCH COMMITTEE SHALL HAVE AUTHORITY TO ACT OUTSIDE THE USUAL AND REGULAR COURSE OF BUSINESS. THE ORGANIZATION CURRENTLY DOES NOT HAVE AN EXECUTIVE COMMITTE ACTING IN THIS CAPACITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE 990 IS REVIEWED AND APPROVED FOR FILING BY THE PRESIDENT, TREASURER, AND SECRETARY OF THE BOARD. A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH MEMBER OF THE BOARD OF DIRECTORS IS ENCOURAGED TO AVOID UNDISCLOSED CONFLICTS OF INTEREST AND TO REFRAIN FROM INFLUENCING THE BOARD'S ACTION ON A MATTER IN WHICH SUCH DIRECTOR IS FINANCIALLY INTERESTED. IT IS THEREFORE THE POLICY OF THE FOUNDATION TO AVOID THE PARTICIPATION OF ANY DIRECTOR IN THE BOARD OF DIRECTORS' CONSIDERATION OF A MATTER WHICH POSES A CONFLICT OF INTEREST FOR THAT DIRECTOR. ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST MUST BE DISCLOSED BY THE INTERESTED PERSON. AFTER DISCLOSURE HAS BEEN MADE BY A INTERESTED PERSON, THAT PERSON WILL LEAVE THE BOARD OF DIRECTORS MEETING AND THE REMAINING MEMBERS OF THE BOARD SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FOUNDATION DOES NOT HAVE ANY PAID EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0523236
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0419952
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0682389
IRS990/TotalAssetsEOYAmt0872394
IRS990/TotalAssetsGrp/BOYAmt0682389
IRS990/TotalAssetsGrp/EOYAmt0872394
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0798347
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01967
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0901631
IRS990/TotalFunctionalExpensesGrp/TotalAmt0903598
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt0294349
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0294349
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0682389
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0578045
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0901631
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0907
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0799254
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0682389
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0872394
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0159153
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0158093
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06312 S FIDDLERS GREEN CIR
IRS990/USAddress/CityNm0GREENWOOD VILLAGE
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080111
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.REDROBINFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL KAPLAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03038466000
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RED ROBIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0REDR
ReturnHeader/Filer/EIN0205871055
ReturnHeader/Filer/PhoneNum03038466000
ReturnHeader/Filer/USAddress/AddressLine1Txt06312 S FIDDLERS GREEN CIR STE 200N
ReturnHeader/Filer/USAddress/CityNm0GREENWOOD VILLAGE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0CD71869BFC494223FABD92E93AB0669CE7B22062
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CD71869BFC494223FABD92E93AB0669CE7B22062
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.42.238.142
ReturnHeader/FilingSecurityInformation/IPDt02018-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MS
ReturnHeader/FilingSecurityInformation/IPTm010:17:15
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08181 E TUFTS AVENUE SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0802372579
ReturnHeader/PreparerPersonGrp/PhoneNum03037409400
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DORI J EGGETT
ReturnHeader/ReturnTs02018-11-06T10:18:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.00$0.31$0.90$0.80$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.73$0.79$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.46$0.90$0.44
2021Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.54$0.67$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.66$0.51$0.15
2019Summary only. Only limited summary data is available for this year.$0.67$0.00$0.67$0.82$0.93$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.97$0.78$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.29$0.58$0.80$0.90$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.66$0.73$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.58$0.70$0.12
2014Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.87$0.69$0.67$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.86$0.01$0.85$0.78$0.85$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.92$0.01$0.92$1.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.03$0.61$1.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.00$0.63$1.11