Civic Intelligence

Outcalt Foundation

990PF • Fiscal year 2016 • EIN 20-7432649

Jan 01, 2016 to Dec 31, 2016 • Filed on May 13, 2017

Organization Profile
PO Box 1925Alamosa, CO 81101

(719) 589-0155

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

8th percentile

0.00x

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

2016 filings • $25M-$50M nonprofits • Source year 2016

Net Margin

87th percentile

36%

Higher net margin than 87% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

18th percentile

$50,000

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2016 filings • $25M-$50M nonprofits • Source year 2016

Asset Growth

50th percentile

2.3%

Faster asset growth than 50% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

47th percentile

1.7%

Faster revenue growth than 47% of similar nonprofits.

2016 filings • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$27,534,065

Up $616,137 (+2.3%) from 2015

Net Assets

Up

$27,534,065

Up $616,137 (+2.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin87th percentile

Revenue

Up

$1,733,674

Up $29,584 (+1.7%) from 2015

Expenses

Up

$1,117,537

Up $20,926 (+1.9%) from 2015

Net Income

Up

$616,137

Up $8,658 (+1.4%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$30M$20M$10M$0Assets 2011: $885,966Liabilities 2011: $02011Assets 2012: $941,497Liabilities 2012: $7,358Net Assets 2012: $934,1392012Assets 2013: $1,210,724Liabilities 2013: $0Net Assets 2013: $1,210,7242013Assets 2014: $26,310,449Liabilities 2014: $0Net Assets 2014: $26,310,4492014Assets 2015: $26,917,928Liabilities 2015: $0Net Assets 2015: $26,917,9282015Assets 2016: $27,534,065Liabilities 2016: $0Net Assets 2016: $27,534,0652016Assets 2017: $27,038,775Liabilities 2017: $0Net Assets 2017: $27,038,7752017Assets 2018: $26,161,047Liabilities 2018: $0Net Assets 2018: $26,161,0472018Assets 2019: $25,346,259Liabilities 2019: $0Net Assets 2019: $25,346,2592019Assets 2020: $23,973,087Liabilities 2020: $0Net Assets 2020: $23,973,0872020Assets 2021: $24,028,922Liabilities 2021: $0Net Assets 2021: $24,028,9222021Assets 2022: $23,188,841Liabilities 2022: $0Net Assets 2022: $23,188,8412022Assets 2023: $21,680,325Liabilities 2023: $251Net Assets 2023: $21,680,0742023Assets 2024: $21,428,371Liabilities 2024: $1,018Net Assets 2024: $21,427,3532024

Highlighted filing

2016

Assets$27,534,065
Liabilities$0
Net Assets$27,534,065
Open 2016 Filing

Operations Trend

Revenue Growth47th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $88,570Expenses 2011: $99,477Net Income 2011: -$10,9072011Expenses 2012: $118,5192012Revenue 2013: $329,796Expenses 2013: $53,211Net Income 2013: $276,5852013Revenue 2014: $25,154,027Expenses 2014: $54,302Net Income 2014: $25,099,7252014Revenue 2015: $1,704,090Expenses 2015: $1,096,611Net Income 2015: $607,4792015Revenue 2016: $1,733,674Expenses 2016: $1,117,537Net Income 2016: $616,1372016Revenue 2017: $1,039,279Expenses 2017: $1,534,569Net Income 2017: -$495,2902017Revenue 2018: $634,691Expenses 2018: $1,474,604Net Income 2018: -$839,9132018Revenue 2019: $946,032Expenses 2019: $1,760,820Net Income 2019: -$814,7882019Revenue 2020: $1,063,580Expenses 2020: $2,436,752Net Income 2020: -$1,373,1722020Revenue 2021: $1,594,130Expenses 2021: $1,536,695Net Income 2021: $57,4352021Revenue 2022: $962,659Expenses 2022: $1,802,740Net Income 2022: -$840,0812022Revenue 2023: $1,000,603Expenses 2023: $2,509,370Net Income 2023: -$1,508,7672023Revenue 2024: $1,682,027Expenses 2024: $1,934,748Net Income 2024: -$252,7212024

Highlighted filing

2016

Revenue$1,733,674
Expenses$1,117,537
Net Income$616,137
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 13, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay18th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLYN M KAWANABESecretary, TrusteePT$50,000-$50,000
KARLA SHRIVERPresident, TrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Outcalt Foundation
EIN
20-7432649
Phone
7195890155
Address
PO BOX 1925, ALAMOSA, CO 81101

Signing Officer

Name
Carolyn M Kawanabe
Title
Trustee
Phone
7195890155
Signed
2017-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Carolyn M Kawanabe CPA
Address
PO BOX 204, ALAMOSA, CO 81101
Phone
7195890155
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1100 SHARES CLOROX CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2500 SHARES GARMIN LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37000 SHARES GAS NATURAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44500 SHARES MICROSOFT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51000 SHARES WAL-MART STORES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78551.572 SHARES ALLGI NFJ DIV-INSTL INSTITU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82000 SHARES ALLSTATE CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121000 SHARES AMERICAN WATER WORKS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13815.33 SHARES AMERN EUROPACIFIC GROWTH FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm145169.554 SHARES BLACKROCK EQUITY DIVIDEND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm152000 SHARES BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm165500 SHARES BP SP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm173250 SHARES CATERPILLAR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1815000 SHARES CENTURYLINK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm193000 SHARES CHESAPEAKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm209000 SHARES CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm211000 SHARES CHIMERA INVESTMENT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm221000 SHARES CIMAREX ENERGY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm234000 SHARES CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm241300 SHARES CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2555.277 SHARES CLRBRG AGGR GR I SHS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2660000 SHARES COCA COLA CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27400 SHARES COLGATE PALMOLIVE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28137.958 SHARES COLUMBIA ACORN TR, ACORN IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm292000 SHARES CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm301247 SHARES DAIMLER AG
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm311000 SHARES DISCOVER FINANCIAL SERVICES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32156.519 SHARES DODGE & COX STK FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm334135.202 SHARES DODGE & COX INTL STOCK FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm345000 SHARES DUKE ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm351000 SHARES ENCANA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm365000 SHARES FORD MOTOR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm371241.75 SHARES FRANKLIN MUTUAL SHRS CL Z
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3830000 SHARES GENERAL ELECTRIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm394000 SHARES GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm401000 SHARES GOLD RESOURCE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm412000 SHARES HALLIBURTON CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm421797.765 SHARES HARBOR FD INTL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm431000 SHARES HOME DEPOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm445000 SHARES INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm452400 SHARES IBM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46492.477 SHARES IRONBRIDGE SMID CAP FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47811.978 SHARES JOHN HANCOCK DISCIPLINED VALUE MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm483000 SHARES JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4954912.62 SHARES JPMORGAN FED MMKT FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm502071.661 SHARES JPMORGAN MID CAP VALUE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm511000 SHARES KRAFT HEINZ CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm524000 SHARES KROGER CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53641.939 SHARES MAINSTAY ICAP SELECT EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm541500 SHARES MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm553110 SHARES MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm561035.713 SHARES MFS INTERNATIONAL VALUE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm571000 SHARES MONDELEZ INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5812000 SHARES MORGAN STANLEY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59499 SHARES MOTOROLA SOLUTIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm602044.067 SHARES NEUBERGER BERMAN GENESIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm611000 SHARES NEWMONT MINING CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm625000 SHARES NORFOLK SOUTHERN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm632827 SHARES OWENS ILL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6428505 SHARES PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm651400 SHARES PHILIP MORRIS INT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm665000 SHARES PITNEY BOWES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6710000 SHARES PNM RESOURCES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68328.246 SHARES PRUDENTIAL JENNISON MID CAP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69213 SHARES SEVENTY SEVEN ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70500 SHARES SPECTRA ENERGY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71200 SHARES STATOIL ASA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm723593.535 SHARES TROWE PRICE EQUITY INCOME
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm731621.627 SHARES TROWE PRICE INTL STK FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm746991.445 SHARES TROWE PRICE LG CAP GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm752000 SHARES WENDY'S COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm764000 SHARES UNION PAC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm771000 SHARES US STEEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm781000 SHARES VERIZON COMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79263.193 SHARES VICTORY SYCAMORE SMALL COMP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8012000 SHARES WELLS FARGO & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm811000 SHARES WILLIAMS COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82667 SHARES WPX ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8320140 SHARES XCEL ENERGY INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8425000 SHARES ZIONS BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm854100 SHARES KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm861100 SHARES ROYAL DUTCH SHELL PLC ADR A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8715345.992 SHARES BRIDGE BUILDER LARGE CAP GR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8817669.522 SHARES BRIDGE BUILDER LARGE CAP VALUE
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93185.177 SHARES VANGUARD GROWTH INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm941225.629 SHARES VANGUARD HEALTH CARE FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95355 SHARES APPLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96630 SHARES QUALCOMM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm975000 SHARES PIMCO HIGH INCOME FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm989027.759 SHARES BRIDGE BUILDER SMALL/MID CA VAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm995937.119 SHARES DFA INTERNATIONAL SMALL COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10036721.59 SHARES JPMORGAN US GOVT MM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101232.63 SHARES TROWE PRICE INTL DISCOVERY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10230152.739 SHARES JPMORGAN INCOME BUILDER FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103100 SHARES AMAZON COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104170 SHARES GENERAL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105120 SHARES LOCKHEED MARTIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106400 SHARES LOWES COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1072500 SHARES NOVARTIS AG SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108280 SHARES WALT DISNEY CO
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt224000

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,534,065
Liabilities
$0
Net assets
$27,534,065
Revenue
$1,733,674
Expenses
$1,117,537
Net income
$616,137
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$21.4$0.00$21.4$1.68$1.93$0.25
2023Detailed filing. Detailed filing data is available for this year.$21.7$0.00$21.7$1.00$2.51$1.51
2022Detailed filing. Detailed filing data is available for this year.$23.2$0.00$23.2$0.96$1.80$0.84
2021Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$1.59$1.54$0.06
2020Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$1.06$2.44$1.37
2019Detailed filing. Detailed filing data is available for this year.$25.3$0.00$25.3$0.95$1.76$0.81
2018Detailed filing. Detailed filing data is available for this year.$26.2$0.00$26.2$0.63$1.47$0.84
2017Detailed filing. Detailed filing data is available for this year.$27.0$0.00$27.0$1.04$1.53$0.50
2016Detailed filing. Detailed filing data is available for this year.$27.5$0.00$27.5$1.73$1.12$0.62
2015Detailed filing. Detailed filing data is available for this year.$26.9$0.00$26.9$1.70$1.10$0.61
2014Detailed filing. Detailed filing data is available for this year.$26.3$0.00$26.3$25.2$0.05$25.1
2013Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.33$0.05$0.28
2012Detailed filing. Detailed filing data is available for this year.$0.94$0.01$0.93$0.12
2011Summary only. Only limited summary data is available for this year.$0.89$0.00$0.09$0.10$0.01
Peer Organizations

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