Civic Intelligence

The Montview Foundation

990 • Fiscal year 2013 • EIN 30-0096840

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 17, 2014

Organization ProfileN/A
1980 Dahlia St80220

(720) 234-0702

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

85th percentile

34%

Higher net margin than 85% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

$4,052,571

No earlier filing loaded for comparison.

Net Assets

$4,052,571

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin85th percentile

Revenue

$244,245

No earlier filing loaded for comparison.

Expenses

$161,886

No earlier filing loaded for comparison.

Net Income

$82,359

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2013: $4,052,571Liabilities 2013: $0Net Assets 2013: $4,052,5712013Assets 2014: $4,193,997Liabilities 2014: $0Net Assets 2014: $4,193,9972014Assets 2016: $4,236,322Liabilities 2016: $0Net Assets 2016: $4,236,3222016Assets 2017: $4,787,468Liabilities 2017: $0Net Assets 2017: $4,787,4682017Assets 2018: $4,747,396Liabilities 2018: $0Net Assets 2018: $4,747,3962018Assets 2019: $5,463,811Liabilities 2019: $0Net Assets 2019: $5,463,8112019Assets 2020: $6,076,592Liabilities 2020: $0Net Assets 2020: $6,076,5922020Assets 2021: $6,599,776Liabilities 2021: $0Net Assets 2021: $6,599,7762021Assets 2022: $5,352,155Liabilities 2022: $0Net Assets 2022: $5,352,1552022Assets 2024: $6,725,765Liabilities 2024: $0Net Assets 2024: $6,725,7652024

Highlighted filing

2013

Assets$4,052,571
Liabilities$0
Net Assets$4,052,571
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2013: $244,245Expenses 2013: $161,886Net Income 2013: $82,3592013Revenue 2014: $92,499Expenses 2014: $149,973Net Income 2014: -$57,4742014Revenue 2016: $253,904Expenses 2016: $145,386Net Income 2016: $108,5182016Revenue 2017: $179,016Expenses 2017: $158,099Net Income 2017: $20,9172017Revenue 2018: $535,319Expenses 2018: $213,805Net Income 2018: $321,5142018Revenue 2019: $192,041Expenses 2019: $219,015Net Income 2019: -$26,9742019Revenue 2020: $194,485Expenses 2020: $224,924Net Income 2020: -$30,4392020Revenue 2021: $198,806Expenses 2021: $219,711Net Income 2021: -$20,9052021Revenue 2022: $373,441Expenses 2022: $241,697Net Income 2022: $131,7442022Revenue 2024: $226,088Expenses 2024: $235,886Net Income 2024: -$9,7982024

Highlighted filing

2013

Revenue$244,245
Expenses$161,886
Net Income$82,359
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Apr 17, 2014
Return Version
2013v3.1
Gross Receipts
$244,245
Mission and Program Overview

Mission

Management of Endowment

Management of Endowment Management and administration of endowment funds and a charitable gift annuity account for the benefit of Montview Boulevard Presbyterian Church, Denver, CO.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,484,419$3,960,759▲ $476,340
Other Notes and Loans Receivable, Net-$49,900-
Cash and Non-Interest-Bearing Accounts$128,511$34,646▼ $93,865
Total Assets$3,620,697$4,052,571▲ $431,874
Other Assets Total$7,767$7,266▼ $501
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Permanently Rstr Net Assets$3,620,697$4,052,571▲ $431,874
Total Net Assets Fund Balance$3,620,697$4,052,571▲ $431,874
Total Liabilities and Net Assets / Fund Balance$3,620,697$4,052,571▲ $431,874

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$3,620,697$69,093▲ $569,846$49,900$4,047,850
2012$3,419,156$11,104▲ $258,908-$3,620,697
2011$3,411,667$9,654▲ $63,177-$3,419,156
2010$3,194,403$20,869▲ $284,709-$3,411,667
2009$3,064,186-▲ $136,157-$3,194,403
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Donald BurkhardtPresident
Martha TraceyVice President
Desiree Parrott-alcornBoard Member
Edward BolleBoard Member
James LoganBoard Member
Wesley BrownBoard Member
MargaretgreenSecretary
Michael KingTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$68,245
Program Service Revenue
$0
Investment Income
$175,152
Other Revenue
$848
All Other Contributions
$68,245
Change in Net Assets
$82,359
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$130,000
Other Expenses$31,886
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$130,000--$130,000
Fees for Service Investment Mgmnt Fees$0$26,063$0$26,063
Office Expenses$0$1,500$0$1,500
Fees for Services Accounting$0$974$0$974
Insurance$0$910$0$910
Other Expenses$0$38$0$38
Total Functional Expenses$130,000$31,886$0$161,886
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
84-0407646--Program support$130,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Management duties delegated
Yes
Filing and Contact Details

Filer

EIN
30-0096840
Phone
7202340702

Signing Officer

Name
Martha Tracey
Title
President
Phone
7202340702
Signed
2014-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martha Tracey
Formed
2001
Legal Domicile
Co
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Preparer
Margaret B Green
Phone
7202340706
Supplemental Narrative

Additional Explanations

Pt VI, Line 3

“Investment decisions and their implementation are made by a”

Pt VI, Line 3

“professional money manager based on a written investment”

Pt VI, Line 3

“policy established by the Board of Directors.”

Pt VI, Line 11B

“The 990 is prepared by a board member who is an EA and”

Pt VI, Line 11B

“reviewed by the Board. Financial data is obtained from”

Pt VI, Line 11B

“written quarterly and annual statements furnished by investment”

Pt VI, Line 11B

“managers and bank custodians. Other data is obtained from”

Pt VI, Line 11B

“Foundation documents and files.”

Pt VI, Line 19

“The Foundation will provide on request governing documents,”

Pt VI, Line 19

“conflict of interest policy, and financial statements.”

Pt X

“Line 15 is a small royalty-producing mineral interest which is”

Pt X

“valued at 3 times the royalty income collected during the preceding”

Pt X

“two years. Cash received in 2012=$1574 and in 2013=$848 totalling $2422.”

Pt X

“That amount times 3 = $7266.”

Pt VI, Line 12C

“Each board member is required to file a written statement with”

Pt VI, Line 12C

“the Sec of the Foundatin in Jan each year to disclose any”

Pt VI, Line 12C

“real or potential conflict of interest.”

Pt XI

“LIne 5 -This number represents unrealized appreciation of market value.”

Pt VI, Line 11B

“Each member of the board is furnished a copy of the 990 prior to the”

Pt VI, Line 11B

“required filing date and asked to direct qustions, comments, if any, and”

Pt VI, Line 11B

“approval, in writing, to the director who prepared the form.”

Pt VI, Line 7B

“Nominations for the Board of Directors is submitted to the Session of”

Pt VI, Line 7B

“Montview Blvd Pres Church for their review and approval.”

Financial Statement Notes

Pt IV Line 1B

“The Foundation administers one charitable gift annuity and the balance show here represents a separate account established to carry out the requirements of the annuity agreement. The annual pay-out to the joint annuitants and to the survivor is $6800. The annuitants are a male age 87 and a female age 83. Using IRS publication 939 the duration of the joint annuity is 4.2 years. The annuity agreement was amended by the annuitants in 2011”

Pt IV Line 1B

“to provide that the Foundation will have no obligation to make further annuity payments if the fund is exhausted prior to the death of both annuitants.”

Raw XML AppendixShowing 400 of 430 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0Management of Endowment Management and administration of endowment funds and a charitable gift annuity account for the benefit of Montview Boulevard Presbyterian Church, Denver, CO.
IRS990/AllOtherContributionsAmt068245
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0DONALD BURKHARDT
IRS990/BooksInCareOfDetail/PhoneNum03037331681
IRS990/BooksInCareOfDetail/USAddress/AddressLine10c/0 Montview Blvd Church 1980 Dahli
IRS990/BooksInCareOfDetail/USAddress/City0Denver
IRS990/BooksInCareOfDetail/USAddress/State0CO
IRS990/BooksInCareOfDetail/USAddress/ZIPCode080220
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0128511
IRS990/CashNonInterestBearingGrp/EOYAmt034646
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt068245
IRS990/CYGrantsAndSimilarPaidAmt0130000
IRS990/CYInvestmentIncomeAmt0175152
IRS990/CYOtherExpensesAmt031886
IRS990/CYOtherRevenueAmt0848
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt082359
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0161886
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0244245
IRS990/DecisionsSubjectToApprovaInd0true
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0true
IRS990/Desc0DISTRIBUTION TO MONTIVEW PRESBYTERIAN CHURCH TO SUPPORT PROGRAMS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0100000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0974
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt00
IRS990/FeesForServicesAccountingGrp/TotalAmt0974
IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt026063
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt026063
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0DONALD BURKHARDT
IRS990/Form990PartVIISectionAGrp/PersonNm1MARTHA TRACEY
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL KING
IRS990/Form990PartVIISectionAGrp/PersonNm3MARGARETGREEN
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES LOGAN
IRS990/Form990PartVIISectionAGrp/PersonNm5WESLEY BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm6DESIREE PARROTT-ALCORN
IRS990/Form990PartVIISectionAGrp/PersonNm7EDWARD BOLLE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt072725
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt0100000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0130000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0130000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt072725
IRS990/GrossReceiptsAmt0244245
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0910
IRS990/InsuranceGrp/ProgramServicesAmt00
IRS990/InsuranceGrp/TotalAmt0910
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0102427
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03484419
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03960759
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CO
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Management of Endowment
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03620697
IRS990/NetAssetsOrFundBalancesEOYAmt04052571
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt072725
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt072725
IRS990/NetUnrlzdGainsLossesInvstAmt0387703
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01500
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt01500
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07767
IRS990/OtherAssetsTotalGrp/EOYAmt07266
IRS990/OtherChangesInNetAssetsAmt0-49900
IRS990/OtherExpensesGrp/Desc0Bank Fees
IRS990/OtherExpensesGrp/Desc1Foreign Taxes
IRS990/OtherExpensesGrp/Desc2Class Action Fee
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01800
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1601
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt238
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/TotalAmt01800
IRS990/OtherExpensesGrp/TotalAmt1601
IRS990/OtherExpensesGrp/TotalAmt238
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt049900
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt03620697
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt04052571
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MARTHA TRACEY
IRS990/PriorPeriodAdjustmentsAmt011712
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0DISTRIBUTION TO REFURBISH MCCOLLUM ROOM IN MONTVIEW CHURCH
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt030000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt030000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt09654
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt038735
IRS990/PYInvestmentIncomeAmt0190428
IRS990/PYOtherExpensesAmt029731
IRS990/PYOtherRevenueAmt01574
IRS990/PYRevenuesLessExpensesAmt0133190
IRS990/PYTotalExpensesAmt068466
IRS990/PYTotalRevenueAmt0201656
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt082359
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesRevenueGrp/RelatedOrExemptFuncIncomeAmt0848
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0848
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0840407646
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc01
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0130000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10Montview Blvd Pres Church
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0130000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/AdditionsDuringYearAmt010629
IRS990ScheduleD/AgentTrusteeEtcInd0true
IRS990ScheduleD/BeginningBalanceAmt055650
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt031886
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03620697
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt069093
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04047850
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0130000
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0569846
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt049900
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt029736
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03419156
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt011104
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03620697
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt038735
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0258908
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt027027
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt03411667
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt09654
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt03419156
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt038315
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt063177
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt024927
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt03194403
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt020869
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt03411667
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt063387
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0284709
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt05940
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt03064186
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt03194403
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0136157
IRS990ScheduleD/DistributionsDuringYearAmt06800
IRS990ScheduleD/EndingBalanceAmt059479
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Foundation administers one charitable gift annuity and the balance show here represents a separate account established to carry out the requirements of the annuity agreement. The annual pay-out to the joint annuitants and to the survivor is $6800. The annuitants are a male age 87 and a female age 83. Using IRS publication 939 the duration of the joint annuity is 4.2 years. The annuity agreement was amended by the annuitants in 2011
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1to provide that the Foundation will have no obligation to make further annuity payments if the fund is exhausted prior to the death of both annuitants.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt IV Line 1b
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt IV Line 1b
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0130000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Program support
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10Montview Pres Church
IRS990ScheduleI/RecipientTable/RecipientEIN0840407646
IRS990ScheduleI/RecipientTable/USAddress/AddressLine101980 Dahlia
IRS990ScheduleI/RecipientTable/USAddress/City0Denver
IRS990ScheduleI/RecipientTable/USAddress/State0CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode080220
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Investment decisions and their implementation are made by a
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1professional money manager based on a written investment
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2policy established by the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The 990 is prepared by a board member who is an EA and
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4reviewed by the Board. Financial data is obtained from
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5written quarterly and annual statements furnished by investment
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6managers and bank custodians. Other data is obtained from
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Foundation documents and files.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8The Foundation will provide on request governing documents,
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9conflict of interest policy, and financial statements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Line 15 is a small royalty-producing mineral interest which is
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11valued at 3 times the royalty income collected during the preceding
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12two years. Cash received in 2012=$1574 and in 2013=$848 totalling $2422.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13That amount times 3 = $7266.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Each board member is required to file a written statement with
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15the Sec of the Foundatin in Jan each year to disclose any
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16real or potential conflict of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17LIne 5 -This number represents unrealized appreciation of market value.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18Each member of the board is furnished a copy of the 990 prior to the
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19required filing date and asked to direct qustions, comments, if any, and
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20approval, in writing, to the director who prepared the form.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21Nominations for the Board of Directors is submitted to the Session of
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22Montview Blvd Pres Church for their review and approval.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Pt X
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Pt X
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Pt X
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Pt X
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc16Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc17Pt XI
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc18Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc19Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc20Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc21Pt VI, Line 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc22Pt VI, Line 7b
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03620697
IRS990/TotalAssetsEOYAmt04052571
IRS990/TotalAssetsGrp/BOYAmt03620697
IRS990/TotalAssetsGrp/EOYAmt04052571
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt068245
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt031886
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0130000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0161886
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03620697
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04052571
IRS990/TotalProgramServiceExpensesAmt0130000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0176000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0244245
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03620697
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04052571
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10133 Elm St
IRS990/USAddress/City0Denver
IRS990/USAddress/State0CO
IRS990/USAddress/ZIPCode080220
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,052,571
Liabilities
$0
Net assets
$4,052,571
Revenue
$244,245
Expenses
$161,886
Net income
$82,359
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.73$0.00$6.73$0.23$0.24$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.35$0.00$5.35$0.37$0.24$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.60$0.00$6.60$0.20$0.22$0.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.08$0.00$6.08$0.19$0.22$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.46$0.00$5.46$0.19$0.22$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.75$0.00$4.75$0.54$0.21$0.32
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.79$0.00$4.79$0.18$0.16$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.24$0.00$4.24$0.25$0.15$0.11
2014Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.09$0.15$0.06
2013Detailed filing. Detailed filing data is available for this year.$4.05$0.00$4.05$0.24$0.16$0.08