Civic Intelligence

The Telios Charitable Trust

EIN 26-6070307 • 501(c)3 • Colorado Springs, CO

Profile

The Telios Charitable Trust has been established to provide management support for gifts of real property and business interests the donors want to contribute to the New Horizons Foundation. The Telios Charitable Trust will be a supporting organization to the New Horizons Foundation, Inc. a public charity located in Colorado Springs, Colorado and serve the foundation by receiving gifts of real property or business interests and managing these assets until they can be sold and the proceeds distributed to the Foundation. The trust's only purpose is to manage these types of assets until they can be sold. The New Horizons Foundation Board of Trustees feels that it is best to keep these assets separate from other foundation assets until they can be sold in case any liability arises with the property received.

5550 Tech Center DrColorado Springs, CO 80919

n/A

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

1st percentile

-754%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$3,943,119

Down $3,968 (-0.1%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$3,943,119

Down $3,968 (-0.1%) from 2017

Operations
Liabilities / Revenue20th percentileNet Margin1st percentile

Revenue

Flat

$0

Flat from 2017

Expenses

Up

$3,968

Up $3,968 from 2017

Net Income

Down

-$3,968

Down $3,968 from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth2nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $5,060,000Liabilities 2013: $0Net Assets 2013: $5,060,0002013Assets 2014: $5,060,263Liabilities 2014: $0Net Assets 2014: $5,060,2632014Assets 2015: $5,060,263Liabilities 2015: $0Net Assets 2015: $5,060,2632015Assets 2016: $5,064,445Liabilities 2016: $0Net Assets 2016: $5,064,4452016Assets 2017: $3,947,087Liabilities 2017: $0Net Assets 2017: $3,947,0872017Assets 2018: $3,943,119Liabilities 2018: $0Net Assets 2018: $3,943,1192018

Highlighted filing

2018

Assets$3,943,119
Liabilities$0
Net Assets$3,943,119
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $5,060,000Expenses 2013: $0Net Income 2013: $5,060,0002013Revenue 2014: $2,826Expenses 2014: $2,563Net Income 2014: $2632014Revenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $4,182Expenses 2016: $0Net Income 2016: $4,1822016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $0Expenses 2018: $3,968Net Income 2018: -$3,9682018

Highlighted filing

2018

Revenue$0
Expenses$3,968
Net Income-$3,968
Open 2018 Filing

Filings

Most recent year

2018 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,943,119
Liabilities
$0
Net assets
$3,943,119
Revenue
$0
Expenses
$3,968
Net income
-$3,968
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.94$0.00$3.94$0.00$0.00$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.00$3.95$0.00$0.00$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.06$0.00$5.06$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.00$0.00$0.00
2014Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.00$0.00$0.00
2013Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$5.06$0.00$5.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 25, 2019
Return Version
2018v3.1
Gross Receipts
$0
Mission and Program Overview

Mission

The Telios Charitable Trust has been established to provide management support for gifts of real property and business interests that donors want to contribute to the New Horizons Foundation. The Telios Charitable Trust will be a supporting organization to the New Horizons Foundation, Inc. a public charity located in Colorado Springs, Colorado and serve the foundation by receiving gifts of real property or business interests and managing these assets until they can be sold and the proceeds distributed to the Foundation. The trust's only purpose is to manage these types of assets until they can be sold. The New Horizons Foundation Board of Trustees feels that it is best to keep these assets separate from other foundation assets until they can be sold in case any liability arises with the property received.

The Telios Charitable Trust has been established to provide management support for gifts of real property and business interests the donors want to contribute to the New Horizons Foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,947,087$3,943,119▼ $3,968
Cash and Non-Interest-Bearing Accounts$24,004$20,036▼ $3,968
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$3,947,087$3,943,119▼ $3,968
Other Assets Total$3,923,083$3,923,083→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,947,087$3,943,119▼ $3,968
Total Liabilities and Net Assets / Fund Balance$3,947,087$3,943,119▼ $3,968

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$3,923,083--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Bill MoritzPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-3,968
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,968
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other-$3,968-$3,968
Total Functional Expenses$0$3,968$0$3,968
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
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
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, Line 11B: Form 990 Review Process

“The organization's treasurer reviews the statements with the president. Acomplete package of information is given to the Tax Accountant to prepare the Form 990. The director assigned to review the tax return works with the Tax Accountant during the entire taxreturn preparation process and dialogues all issues during the tax returnpreparation process. After the Tax Accountant and the assigned directoragree that the return is accurate and complete, the final draft of the Form990 is reviewed by the treasurer and president.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Monitoring of conflict of interest issues are conducted on an as needed basis.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
The Telios Charitable Trust
EIN
26-6070307
Phone
7192601213
Address
5550 Tech Center Dr, Colorado Springs, CO 80919

Signing Officer

Name
Bill Moritz
Title
Trustee
Signed
2019-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bill Moritz
Formed
2008
Legal Domicile
Co
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Clergy Advantage
Address
2093 E 11th Street Ste 200, Loveland, CO 80537
Preparer
Steve Merriman EA
Phone
9706675819
Raw XML Appendix313 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.

Path#Value
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IRS990/BenefitsToMembersGrp/TotalAmt00
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IRS990/BooksInCareOfDetail/USAddress/ZIPCd080919
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IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0The Organization was donated raw land located in Gilbert, Arizona. The property was appraised by a qualified appraiser at a fair market value of $5,060,000. Pursuant to the Organization's charitable purposes, it will hold the property until such time that it can be sold and distributed to it's supporting organization (New Horizon's Foundation).
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
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IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
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IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CO
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0The Telios Charitable Trust has been established to provide management support for gifts of real property and business interests that donors want to contribute to the New Horizons Foundation. The Telios Charitable Trust will be a supporting organization to the New Horizons Foundation, Inc. a public charity located in Colorado Springs, Colorado and serve the foundation by receiving gifts of real property or business interests and managing these assets until they can be sold and the proceeds distributed to the Foundation. The trust's only purpose is to manage these types of assets until they can be sold. The New Horizons Foundation Board of Trustees feels that it is best to keep these assets separate from other foundation assets until they can be sold in case any liability arises with the property received.
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
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IRS990/Organization501c3Ind0X
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/ReconcilationRevenueExpnssAmt0-3968
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Telios Charitable Trust has been established to provide management support for gifts of real property and business interests the donors want to contribute to the New Horizons Foundation. The Telios Charitable Trust will be a supporting organization to the New Horizons Foundation, Inc. a public charity located in Colorado Springs, Colorado and serve the foundation by receiving gifts of real property or business interests and managing these assets until they can be sold and the proceeds distributed to the Foundation. The trust's only purpose is to manage these types of assets until they can be sold. The New Horizons Foundation Board of Trustees feels that it is best to keep these assets separate from other foundation assets until they can be sold in case any liability arises with the property received.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV, Section E, Line 2a: Identify Supported Orgs. and Explain How Activities Furthered Exempt Pu
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IRS990/ScheduleJRequiredInd0false
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The organization's treasurer reviews the statements with the president. Acomplete package of information is given to the Tax Accountant to prepare the Form 990. The director assigned to review the tax return works with the Tax Accountant during the entire taxreturn preparation process and dialogues all issues during the tax returnpreparation process. After the Tax Accountant and the assigned directoragree that the return is accurate and complete, the final draft of the Form990 is reviewed by the treasurer and president.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Monitoring of conflict of interest issues are conducted on an as needed basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TotalAssetsBOYAmt03947087
IRS990/TotalAssetsEOYAmt03943119
IRS990/TotalAssetsGrp/BOYAmt03947087
IRS990/TotalAssetsGrp/EOYAmt03943119
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03968
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03968
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03947087
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03943119
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03947087
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03943119
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05550 Tech Center Dr 303
IRS990/USAddress/CityNm0Colorado Springs
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080919
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Bill Moritz
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Telios Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0TELI
ReturnHeader/Filer/EIN0266070307
ReturnHeader/Filer/PhoneNum07192601213
ReturnHeader/Filer/USAddress/AddressLine1Txt05550 Tech Center Dr
ReturnHeader/Filer/USAddress/CityNm0Colorado Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080919
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841449484
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Clergy Advantage
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02093 E 11th Street Ste 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Loveland
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080537
ReturnHeader/PreparerPersonGrp/PhoneNum09706675819
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Steve Merriman EA
ReturnHeader/ReturnTs02019-04-25T12:17:27-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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