Civic Intelligence

Angus Held Foundation

990PF • Fiscal year 2022 • EIN 26-2665824

Jan 01, 2022 to Dec 31, 2022 • Filed on May 17, 2023

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

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

77th percentile

28%

Higher net margin than 77% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

58th percentile

2.9%

Faster asset growth than 58% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$816,328

Up $23,027 (+2.9%) from 2021

Net Assets

Up

$816,328

Up $23,028 (+2.9%) from 2021

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin77th percentile

Revenue

Down

$80,879

Down $22,813 (-22%) from 2021

Expenses

Down

$58,067

Down $15,517 (-21%) from 2021

Net Income

Down

$22,812

Down $7,296 (-24%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2022

Assets$816,328
Liabilities$0
Net Assets$816,328
Open 2022 Filing

Operations Trend

Revenue Growth22nd 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

2022

Revenue$80,879
Expenses$58,067
Net Income$22,812
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 17, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th 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
2023-05-17
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 Appendix305 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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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0271563
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0227
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0816339
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0816328
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt050905
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt050905
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt050905
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt051153
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt036449
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015579
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt051153
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary/Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 517
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1PO Box 517
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26690 Warren Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt36553 Diamond Hitch Dr
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Fraser
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Fraser
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Denver
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Colorado Springs
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Simon Levett
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Funding
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Funding
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Mountain Pet Rescue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1The Power of One Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Paws of War
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0International Rescue Committee
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1918 N Cleveland St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2127 Smithtown Blvd
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Nesconset
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Albert Lea
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt045000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt050905
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05905
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06809
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013101
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010780
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt023264
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05905
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt048049
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06809
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013101
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010780
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt017359
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt048049
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt053954
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/BOYBookValueAmt0106281
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt145059
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Complementary Strategies
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Real Asset Funds
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt085964
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt145059
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt086000
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt171692
OtherDecreasesSchedule/OtherDecreasesDetail/Amt011
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CB Adj/Return of Capital
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0227
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Partnership Distribution
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt013067
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013067
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Wells Fargo Mgmt Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013067
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Simon Levett
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-17
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-05-17T12:24:13-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Simon
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Levett
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$816,328
Liabilities
$0
Net assets
$816,328
Revenue
$80,879
Expenses
$58,067
Net income
$22,812
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