Civic Intelligence

Ssb Charitable Foundation

990PF • Fiscal year 2016 • EIN 20-8671537

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 30, 2017

1330 Timber Valley RdColorado Springs, CO 80919

(719) 201-5338

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

1st percentile

-874%

Higher net margin than 1% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

7th percentile

-17%

Faster asset growth than 7% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

635%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$3,233,909

Down $657,106 (-17%) from 2015

Net Assets

Down

$3,233,909

Down $657,106 (-17%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$75,156

Up $64,928 (+635%) from 2015

Expenses

Down

$732,262

Down $71,499 (-8.9%) from 2015

Net Income

Up

-$657,106

Up $136,427 (+17%) from 2015

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $6,333,176Liabilities 2011: $02011Assets 2012: $5,751,908Liabilities 2012: $02012Assets 2013: $5,307,930Liabilities 2013: $0Net Assets 2013: $5,307,9302013Assets 2014: $4,684,548Liabilities 2014: $0Net Assets 2014: $4,684,5482014Assets 2015: $3,891,015Liabilities 2015: $0Net Assets 2015: $3,891,0152015Assets 2016: $3,233,909Liabilities 2016: $0Net Assets 2016: $3,233,9092016Assets 2017: $2,641,526Liabilities 2017: $0Net Assets 2017: $2,641,5262017Assets 2018: $2,019,357Liabilities 2018: $0Net Assets 2018: $2,019,3572018Assets 2019: $1,607,647Liabilities 2019: $0Net Assets 2019: $1,607,6472019Assets 2020: $1,622,229Liabilities 2020: $0Net Assets 2020: $1,622,2292020Assets 2021: $10,867,168Liabilities 2021: $0Net Assets 2021: $10,867,1682021Assets 2022: $6,806,789Liabilities 2022: $0Net Assets 2022: $6,806,7892022Assets 2023: $7,022,329Liabilities 2023: $0Net Assets 2023: $7,022,3292023Assets 2024: $7,214,651Liabilities 2024: $0Net Assets 2024: $7,214,6512024

Highlighted filing

2016

Assets$3,233,909
Liabilities$0
Net Assets$3,233,909

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2011: $586,061Expenses 2011: $605,176Net Income 2011: -$19,1152011Revenue 2012: $61,148Expenses 2012: $640,479Net Income 2012: -$579,3312012Revenue 2013: $175,493Expenses 2013: $632,109Net Income 2013: -$456,6162013Revenue 2014: $82,929Expenses 2014: $606,803Net Income 2014: -$523,8742014Revenue 2015: $10,228Expenses 2015: $803,761Net Income 2015: -$793,5332015Revenue 2016: $75,156Expenses 2016: $732,262Net Income 2016: -$657,1062016Revenue 2017: $136,635Expenses 2017: $729,018Net Income 2017: -$592,3832017Revenue 2018: $110,086Expenses 2018: $732,255Net Income 2018: -$622,1692018Revenue 2019: $316,295Expenses 2019: $728,005Net Income 2019: -$411,7102019Revenue 2020: $16,675Expenses 2020: $2,093Net Income 2020: $14,5822020Revenue 2021: $21,135,487Expenses 2021: $11,890,548Net Income 2021: $9,244,9392021Revenue 2022: $444,491Expenses 2022: $4,384,213Net Income 2022: -$3,939,7222022Revenue 2023: $596,931Expenses 2023: $222,054Net Income 2023: $374,8772023Revenue 2024: $343,910Expenses 2024: $188,608Net Income 2024: $155,3022024

Highlighted filing

2016

Revenue$75,156
Expenses$732,262
Net Income-$657,106
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 30, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN SMITH BURGHARTPresident-$0--
Filing and Contact Details

Filer

Filer Name
Ssb Charitable Foundation
EIN
20-8671537
In Care Of
% SUSAN SMITH BURGHART
Phone
7192015338
Address
1330 TIMBER VALLEY RD, COLORADO SPRINGS, CO 80919

Signing Officer

Name
Susan Smith Burghart
Title
President
Phone
7196301186
Signed
2017-06-30
Discuss with paid preparer
Yes

Preparer

Firm
Stockman Kast Ryan & Co Llp
Address
102 N CASCADE AVENUE SUITE 400, COLORADO SPRINGS, CO 80903
Preparer
Doreen B Merz
Phone
7196301186
Raw XML Appendix359 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0TD AMERITRADE - DETAIL UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1TD AMERITRADE - DETAIL UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2TD AMERITRADE - DETAIL UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3TD AMERITRADE - DETAIL UPON REQUEST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4THE BLACKSTONE GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5THE BLACKSTONE GROUP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6MAGELLAN MIDSTREAM PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7MAGELLAN MIDSTREAM PARTNERS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-06-27
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IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
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IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0904
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COLORADO SPRINGS
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080919
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SUSAN SMITH BURGHART
IRS990PF/StatementsRegardingActyGrp/PhoneNum07192015338
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SUSAN SMITH BURGHART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0725000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CORNERSTONE ARTS CENTER BUILDING & FITNESS CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COLORADO COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt014 E CACHE LA POUDRE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0COLORADO SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080903
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0725000
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/AppliedToCurrentYearAmt0203333
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0203333
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0557796
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0328904
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0330696
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0316959
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0267859
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0267859
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02058097
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0523742
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0557796
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0328904
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0330696
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0316959
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0727075
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0523742
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02325956
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01802214
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISC EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04757
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BLACKSTONE GROUP
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MAGELLAN MIDSTREAM
OtherIncomeSchedule2/OtherIncomeDetail/Desc2TERRA NITROGEN
OtherIncomeSchedule2/OtherIncomeDetail/Desc3LAZARD
OtherIncomeSchedule2/OtherIncomeDetail/Desc4MAGELLAN MIDSTREAM- Ordinary Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01178
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11501
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt21413
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt32895
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt42485
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01178
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11501
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt21413
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt32895
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt42485
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0430
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0BANK FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0430
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN SMITH BURGHART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07196301186
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SSB CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SSBC
ReturnHeader/Filer/EIN0208671537
ReturnHeader/Filer/InCareOfNm0% SUSAN SMITH BURGHART
ReturnHeader/Filer/PhoneNum07192015338
ReturnHeader/Filer/USAddress/AddressLine1Txt01330 TIMBER VALLEY RD
ReturnHeader/Filer/USAddress/CityNm0COLORADO SPRINGS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080919
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08F0E64B6FCC0B80C9448139AC9615955CC69D691
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F278D904F9D5DBC265FCBF03556A13ED37F51E54
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId084355620172845000030
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02017-10-11
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.227.191.210
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STOCKMAN KAST RYAN & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0102 N CASCADE AVENUE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLORADO SPRINGS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080903
ReturnHeader/PreparerPersonGrp/PhoneNum07196301186
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOREEN B MERZ
ReturnHeader/ReturnTs02017-10-11T15:37:33-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.21$0.00$7.21$0.34$0.19$0.16
2023Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$0.60$0.22$0.37
2022Detailed filing. Detailed filing data is available for this year.$6.81$0.00$6.81$0.44$4.38$3.94
2021Detailed filing. Detailed filing data is available for this year.$10.9$0.00$10.9$21.1$11.9$9.24
2020Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.02$0.00$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.32$0.73$0.41
2018Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.11$0.73$0.62
2017Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.14$0.73$0.59
2016Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.08$0.73$0.66
2015Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.01$0.80$0.79
2014Detailed filing. Detailed filing data is available for this year.$4.68$0.00$4.68$0.08$0.61$0.52
2013Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.18$0.63$0.46
2012Summary only. Only limited summary data is available for this year.$5.75$0.00$0.06$0.64$0.58
2011Summary only. Only limited summary data is available for this year.$6.33$0.00$0.59$0.61$0.02