Civic Intelligence

Epworth Housing Foundaton Cpe

EIN 20-8336076 • 501(c)3 • Boulder, CO

Profile

To provide family, elderly and hanicap-accessible housing to low-income residnets of the Curtis Park neighborhood in Denver, Coloardo

324 Leonards RdBoulder, CO 80302
Siviq Scores

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

Liabilities / Assets

95th percentile

1.15x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

3.79x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

53rd percentile

6.0%

Higher net margin than 53% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

58th percentile

7.1%

Faster asset growth than 58% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

0.3%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,848,297

Up $188,767 (+7.1%) from 2023

Liabilities

Up

$3,273,194

Up $136,770 (+4.4%) from 2023

Net Assets

Up

-$424,897

Up $51,997 (+11%) from 2023

Revenue

Up

$863,425

Up $2,807 (+0.3%) from 2023

Expenses

Up

$811,428

Up $23,724 (+3.0%) from 2023

Net Income

Down

$51,997

Down $20,917 (-29%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$2.0M$0-$2.0MAssets 2010: $3,589,712Liabilities 2010: $3,411,271Net Assets 2010: $178,4412010Assets 2011: $3,584,882Liabilities 2011: $3,342,251Net Assets 2011: $242,6312011Assets 2012: $3,519,662Liabilities 2012: $3,410,398Net Assets 2012: $109,2642012Assets 2013: $3,603,214Liabilities 2013: $3,425,821Net Assets 2013: $177,3932013Assets 2014: $3,553,915Liabilities 2014: $3,363,356Net Assets 2014: $190,5592014Assets 2016: $3,282,884Liabilities 2016: $3,293,097Net Assets 2016: -$10,2132016Assets 2017: $3,205,410Liabilities 2017: $3,258,000Net Assets 2017: -$52,5902017Assets 2018: $3,095,253Liabilities 2018: $3,251,466Net Assets 2018: -$156,2132018Assets 2019: $2,912,152Liabilities 2019: $3,250,879Net Assets 2019: -$338,7272019Assets 2021: $2,772,875Liabilities 2021: $3,197,140Net Assets 2021: -$424,2652021Assets 2022: $2,617,052Liabilities 2022: $3,166,860Net Assets 2022: -$549,8082022Assets 2023: $2,659,530Liabilities 2023: $3,136,424Net Assets 2023: -$476,8942023Assets 2024: $2,848,297Liabilities 2024: $3,273,194Net Assets 2024: -$424,8972024

Highlighted filing

2024

Assets$2,848,297
Liabilities$3,273,194
Net Assets-$424,897

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $678,746Expenses 2010: $613,133Net Income 2010: $65,6132010Revenue 2011: $665,796Expenses 2011: $601,606Net Income 2011: $64,1902011Revenue 2012: $702,822Expenses 2012: $735,709Net Income 2012: -$32,8872012Revenue 2013: $748,957Expenses 2013: $680,828Net Income 2013: $68,1292013Revenue 2014: $729,810Expenses 2014: $716,644Net Income 2014: $13,1662014Revenue 2016: $753,714Expenses 2016: $918,895Net Income 2016: -$165,1812016Revenue 2017: $766,515Expenses 2017: $808,892Net Income 2017: -$42,3772017Revenue 2018: $797,121Expenses 2018: $881,199Net Income 2018: -$84,0782018Revenue 2019: $704,666Expenses 2019: $887,180Net Income 2019: -$182,5142019Revenue 2021: $831,040Expenses 2021: $874,570Net Income 2021: -$43,5302021Revenue 2022: $712,197Expenses 2022: $837,740Net Income 2022: -$125,5432022Revenue 2023: $860,618Expenses 2023: $787,704Net Income 2023: $72,9142023Revenue 2024: $863,425Expenses 2024: $811,428Net Income 2024: $51,9972024

Highlighted filing

2024

Revenue$863,425
Expenses$811,428
Net Income$51,997

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$863,425
Mission and Program Overview

Mission

To provide family, elderly and hanicap-accessible housing to low-income residnets of the Curtis Park neighborhood in Denver, Coloardo

To provide family, elderly and handicap-accessible housing to low-income residents of the Curtis Park neighborhood in Denver, Colorado

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,280,137$2,167,661▼ $112,476
Loans From Officers Directors$211,168--
Prepaid Expenses and Deferred Charges$22,393$90,453▲ $68,060
Cash and Non-Interest-Bearing Accounts$36,061$19,052▼ $17,009
Accounts Receivable$73,526$11,381▼ $62,145
Rtn Earn Endowment Incm Other Fnds$-476,894$-424,897▲ $51,997
Total Assets$2,659,530$2,848,297▲ $188,767
Other Assets Total$247,413$559,750▲ $312,337
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,650,056$2,148,373▼ $501,683
Other Liabilities$271,888$1,070,802▲ $798,914
Accounts Payable and Accrued Expenses$3,312$54,019▲ $50,707
Total Liabilities$3,136,424$3,273,194▲ $136,770
Net Assets / Fund Balance
Total Net Assets Fund Balance$-476,894$-424,897▲ $51,997
Total Liabilities and Net Assets / Fund Balance$2,659,530$2,848,297▲ $188,767

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$2,061,675-
Other Assets Org$1,170--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Clarence WilliamsChair
Jeff KanostDirector
Kala GleeneDirector
King HarrisDirector
Stormey WareDirector
David BallSecretary Director
Evelyn DavisTreasurer Dirctor
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$937
Investment Income
$0
Other Revenue
$862,488
Change in Net Assets
$51,997
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$707,914
Salaries, Compensation, and Employee Benefits$103,514
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$113,641--$113,641
Other Salaries and Wages$103,514--$103,514
Insurance$56,131--$56,131
Interest-$42,069-$42,069
Fees for Services Management$40,248--$40,248
Fees for Services Other$32,349--$32,349
Fees for Services Accounting$30,897--$30,897
Other Expenses$18,356--$18,356
Office Expenses$16,385--$16,385
Total Functional Expenses$769,359$42,069$0$811,428
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$211,168--
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Interest$895,604
Tenant Security Deposit$155,018
Federal income taxes$20,180
Accrued Liabilities-
Bank Overdraft-
Note Payable - Surplus Cash-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11A

A copy of the form 990 was made available to all board members

Form 990, Part VI, Section B, Line 15 A B

None of the officers and or directors received any compensatin from the organization

Filing and Contact Details

Filer

Filer Name
Epworth Housing Foundaton Cpe
EIN
20-8336076
In Care Of
% David Call
Phone
7205076315
Address
324 Leonards Rd, Boulder, CO 80302
Doing Business As
Same

Signing Officer

Name
David Ball
Title
Secretary
Phone
7205076315
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Ball
Formed
2007
Legal Domicile
Co
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Banks Finley White & Co
Address
925 SOUTH NIAGARA ST STE 240, DENVER, CO 80224
Preparer
Lucius A Ashby
Phone
3038254072
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0719045
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03985237
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt01732787
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt0485944
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0433200
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt016839
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1521060
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt220681
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt31170
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Other
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Security Deposit
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2Redstricted Deposit
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3Oragation Cost
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4Utility Reimbursement
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02061675
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt01597405
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt020180
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1155018
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2895604
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Tenant Security Deposit
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Accrued Interest
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3Accrued Liabilities
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4Bank Overdraft
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc5Note Payable - Surplus Cash
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02167661
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0559750
IRS990ScheduleD/TotalLiabilityAmt01070802
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt02111169
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0Working Capital
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0211169
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0King Harris
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0Board Member
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt02111169
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of the form 990 was made available to all board members
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1None of the officers and or directors received any compensatin from the organization
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 15 A B
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02659530
IRS990/TotalAssetsEOYAmt02848297
IRS990/TotalAssetsGrp/BOYAmt02659530
IRS990/TotalAssetsGrp/EOYAmt02848297
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt042069
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0769359
IRS990/TotalFunctionalExpensesGrp/TotalAmt0811428
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03136424
IRS990/TotalLiabilitiesEOYAmt03273194
IRS990/TotalLiabilitiesGrp/BOYAmt03136424
IRS990/TotalLiabilitiesGrp/EOYAmt03273194
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-476894
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-424897
IRS990/TotalProgramServiceExpensesAmt0769659
IRS990/TotalProgramServiceRevenueAmt0937
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0863425
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02659530
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02848297
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02634 Garfield St
IRS990/USAddress/CityNm0Denver
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080205
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0David Ball
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum07205076315
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EPWORTH HOUSING FOUNDATON CPE
ReturnHeader/Filer/BusinessNameControlTxt0EPWO
ReturnHeader/Filer/EIN0208336076
ReturnHeader/Filer/InCareOfNm0% David Call
ReturnHeader/Filer/PhoneNum07205076315
ReturnHeader/Filer/USAddress/AddressLine1Txt0324 Leonards Rd
ReturnHeader/Filer/USAddress/CityNm0Boulder
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0842920744
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BANKS FINLEY WHITE & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0925 SOUTH NIAGARA ST STE 240
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080224

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