Civic Intelligence

Angus Held Foundation

990PF • Fiscal year 2021 • EIN 26-2665824

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 28, 2022

Organization Profile
PO Box 517Fraser, CO 80442

(970) 722-7676

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

40th percentile

0.00x

Higher debt load relative to revenue than 40% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Net Margin

70th percentile

29%

Higher net margin than 70% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

56th percentile

$0

Higher top officer pay than 56% of similar nonprofits.

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

2021 filings • $500k-$1M nonprofits • Source year 2021

Asset Growth

43rd percentile

3.9%

Faster asset growth than 43% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

96th percentile

433%

Faster revenue growth than 96% of similar nonprofits.

2021 filings • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$793,301

Up $30,063 (+3.9%) from 2020

Net Assets

Up

$793,300

Up $30,062 (+3.9%) from 2020

Liabilities

Up

$1

Up $1 from 2020

Revenue And Expenses
Liabilities / Revenue40th percentileNet Margin70th percentile

Revenue

Up

$103,692

Up $84,230 (+433%) from 2020

Expenses

Up

$73,584

Up $1,842 (+2.6%) from 2020

Net Income

Up

$30,108

Up $82,388 (+158%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$1.5M$1.0M$500K$0Assets 2012: $426,455Liabilities 2012: $0Net Assets 2012: $426,4552012Assets 2013: $460,906Liabilities 2013: $0Net Assets 2013: $460,9062013Assets 2014: $508,487Liabilities 2014: $0Net Assets 2014: $508,4872014Assets 2015: $552,441Liabilities 2015: $0Net Assets 2015: $552,4412015Assets 2016: $552,500Liabilities 2016: $0Net Assets 2016: $552,5002016Assets 2017: $626,870Liabilities 2017: $0Net Assets 2017: $626,8702017Assets 2018: $666,851Liabilities 2018: $0Net Assets 2018: $666,8512018Assets 2019: $815,518Liabilities 2019: $0Net Assets 2019: $815,5182019Assets 2020: $763,238Liabilities 2020: $0Net Assets 2020: $763,2382020Assets 2021: $793,301Liabilities 2021: $1Net Assets 2021: $793,3002021Assets 2022: $816,328Liabilities 2022: $0Net Assets 2022: $816,3282022Assets 2023: $778,866Liabilities 2023: $1Net Assets 2023: $778,8652023Assets 2024: $1,068,498Liabilities 2024: $0Net Assets 2024: $1,068,4982024

Highlighted filing

2021

Assets$793,301
Liabilities$1
Net Assets$793,300
Open 2021 Filing

Operations Trend

Revenue Growth96th percentile

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

$400K$200K$0-$200KExpenses 2012: $38,3172012Revenue 2013: $121,599Expenses 2013: $88,607Net Income 2013: $32,9922013Revenue 2014: $123,130Expenses 2014: $73,990Net Income 2014: $49,1402014Revenue 2015: $125,554Expenses 2015: $83,141Net Income 2015: $42,4132015Revenue 2016: $55,198Expenses 2016: $55,235Net Income 2016: -$372016Revenue 2017: $117,934Expenses 2017: $43,526Net Income 2017: $74,4082017Revenue 2018: $111,283Expenses 2018: $71,169Net Income 2018: $40,1142018Revenue 2019: $210,250Expenses 2019: $61,460Net Income 2019: $148,7902019Revenue 2020: $19,462Expenses 2020: $71,742Net Income 2020: -$52,2802020Revenue 2021: $103,692Expenses 2021: $73,584Net Income 2021: $30,1082021Revenue 2022: $80,879Expenses 2022: $58,067Net Income 2022: $22,8122022Revenue 2023: $33,729Expenses 2023: $72,738Net Income 2023: -$39,0092023Revenue 2024: $363,239Expenses 2024: $75,357Net Income 2024: $287,8822024

Highlighted filing

2021

Revenue$103,692
Expenses$73,584
Net Income$30,108
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 28, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Simon LevettPresident-$0--
Christine LevettSecretary/Treas-$0--
Elliott Mitchell LevettTrustee-$0--
Hannah Christina LevettTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Angus Held Foundation
EIN
26-2665824
Phone
9707227676
Address
PO Box 517, Fraser, CO 80442

Signing Officer

Name
Simon Levett
Title
President
Signed
2022-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Rebecca Hannon Shefte CPA
Address
24 Village Dr, Columbine Valley, CO 80123
Preparer
Rebecca Hannon Shefte
Phone
3035240217
Raw XML Appendix333 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Simon Levett
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Christine Levett
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Elliott Mitchell Levett
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Hannah Christina Levett
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt09 Waterhouse St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15955 Lehman Dr Ste 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 1841
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3440 W Ontario St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4PO Box 172
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52721 W Oxford Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6918 N Cleveland St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Cambridge
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Colorado Springs
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Winter Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Winter Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Englewood
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Orange
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002138
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180918
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280482
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360654
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd480482
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd580110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd692867
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt053191
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt053191
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt013101
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010780
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt023264
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017524
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt017524
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt053954
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06809
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt013101
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010780
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt023264
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06809
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt071478
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt064669
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Simon Christine Levett
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO Box 517
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Fraser
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd080442
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt050000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0124031
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt145100
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Complementary Strategies
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Real Asset Funds
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0106281
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt145059
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0108843
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt171909
OtherDecreasesSchedule/OtherDecreasesDetail/Amt041
OtherDecreasesSchedule/OtherDecreasesDetail/Amt15
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CB Adj/Return of Capital
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Rounding
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt01
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt013584
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013584
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Wells Fargo Mgmt Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013584
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Simon Levett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Angus Held Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ANGU
ReturnHeader/Filer/EIN0262665824
ReturnHeader/Filer/PhoneNum09707227676
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 517
ReturnHeader/Filer/USAddress/CityNm0Fraser
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080442
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0810925878
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rebecca Hannon Shefte CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024 Village Dr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Columbine Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080123
ReturnHeader/PreparerPersonGrp/PhoneNum03035240217
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rebecca Hannon Shefte
ReturnHeader/ReturnTs02022-04-28T14:22:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Simon
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Levett
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$793,301
Liabilities
$1
Net assets
$793,300
Revenue
$103,692
Expenses
$73,584
Net income
$30,108
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.36$0.08$0.29
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.00$0.78$0.03$0.07$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.08$0.06$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.10$0.07$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.02$0.07$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.21$0.06$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.00$0.67$0.11$0.07$0.04
2017Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.12$0.04$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$0.06$0.06$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.13$0.08$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.12$0.07$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.12$0.09$0.03
2012Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.04