Civic Intelligence

Pema Foundation Inc.

990PF • Fiscal year 2024 • EIN 30-0202608

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 03, 2025

Organization Profile
770 High StreetDenver, CO 80218

(303) 694-2190

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Net Margin

7th percentile

-63%

Higher net margin than 7% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$0

Higher top officer pay than 25% of similar nonprofits.

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

2024 filings • $10M-$25M nonprofits • Source year 2024

Asset Growth

8th percentile

-10.0%

Faster asset growth than 8% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

25th percentile

-3.8%

Faster revenue growth than 25% of similar nonprofits.

2024 filings • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets20th percentile

Assets

Down

$23,804,096

Down $1,314,512 (-5.2%) from 2022

Net Assets

Down

$23,800,883

Down $1,239,512 (-5.0%) from 2022

Liabilities

Down

$3,213

Down $75,000 (-96%) from 2022

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin7th percentile

Revenue

Up

$4,150,145

Up $1,299,490 (+46%) from 2022

Expenses

Up

$6,753,243

Up $3,706,184 (+122%) from 2022

Net Income

Down

-$2,603,098

Down $2,406,694 (-1225%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$30M$20M$10M$0Assets 2010: $3,845,434Liabilities 2010: $0Net Assets 2010: $3,845,4342010Assets 2011: $4,501,892Liabilities 2011: $0Net Assets 2011: $4,501,8922011Assets 2014: $6,738,218Liabilities 2014: $3,250Net Assets 2014: $6,734,9682014Assets 2015: $10,853,403Liabilities 2015: $7,850Net Assets 2015: $10,845,5532015Assets 2016: $12,761,562Liabilities 2016: $3,250Net Assets 2016: $12,758,3122016Assets 2017: $16,722,907Liabilities 2017: $3,250Net Assets 2017: $16,719,6572017Assets 2018: $18,903,314Liabilities 2018: $3,250Net Assets 2018: $18,900,0642018Assets 2019: $20,606,895Liabilities 2019: $3,250Net Assets 2019: $20,603,6452019Assets 2020: $23,742,631Liabilities 2020: $3,213Net Assets 2020: $23,739,4182020Assets 2021: $25,247,262Liabilities 2021: $10,463Net Assets 2021: $25,236,7992021Assets 2022: $25,118,608Liabilities 2022: $78,213Net Assets 2022: $25,040,3952022Assets 2024: $23,804,096Liabilities 2024: $3,213Net Assets 2024: $23,800,8832024

Highlighted filing

2024

Assets$23,804,096
Liabilities$3,213
Net Assets$23,800,883
Open 2024 Filing

Operations Trend

Revenue Growth25th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $352,6982010Expenses 2011: $296,6242011Revenue 2014: $3,741,784Expenses 2014: $1,381,766Net Income 2014: $2,360,0182014Revenue 2015: $4,949,831Expenses 2015: $839,246Net Income 2015: $4,110,5852015Revenue 2016: $3,435,892Expenses 2016: $1,523,133Net Income 2016: $1,912,7592016Revenue 2017: $5,837,910Expenses 2017: $1,876,565Net Income 2017: $3,961,3452017Revenue 2018: $4,117,467Expenses 2018: $1,937,060Net Income 2018: $2,180,4072018Revenue 2019: $3,766,417Expenses 2019: $2,062,836Net Income 2019: $1,703,5812019Revenue 2020: $4,826,065Expenses 2020: $1,690,292Net Income 2020: $3,135,7732020Revenue 2021: $3,450,167Expenses 2021: $1,952,786Net Income 2021: $1,497,3812021Revenue 2022: $2,850,655Expenses 2022: $3,047,059Net Income 2022: -$196,4042022Revenue 2024: $4,150,145Expenses 2024: $6,753,243Net Income 2024: -$2,603,0982024

Highlighted filing

2024

Revenue$4,150,145
Expenses$6,753,243
Net Income-$2,603,098
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 3, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETER H COORSDirector-$0--
MARILYN E COORSDirector-$0--
Filing and Contact Details

Filer

Filer Name
Pema Foundation Inc
EIN
30-0202608
Address
770 HIGH STREET, DENVER, CO 80218

Signing Officer

Name
Peter H Coors
Title
Director
Signed
2025-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Amg National Trust Bank
Address
6295 GREENWOOD PLAZA BLVD, GREENWOOD VILLAGE, CO 80111-4908
Preparer
Stephen a Mottram CPA
Phone
3036942190
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0213031
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0213031
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt07292
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt032292
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt06501843
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0226400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt06753243
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01749808
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04150145
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01643
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0226400
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0253043
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01929218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt11869457
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt21212199
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32231528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0132081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt263105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3696836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4104498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0132081
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1932
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt263105
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3696836
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4104498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02061299
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11870389
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21275304
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32928364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4104498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0AMG 0167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1AMG 0167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2AMG 3528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3AMG 3528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0997452
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2603098
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt023800883
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt026403981
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt023800883
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01759045
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01759045
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01759045
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01780220
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt021175
IRS990PF/DistributableAmountGrp/TotalTaxAmt021175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt036482
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt037657
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt020000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt021175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt036482
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt021175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt021175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt057657
IRS990PF/FMVAssetsEOYAmt037936947
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt042663
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt03213
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0139230
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt0133667
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0139230
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0139230
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03845434
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03845434
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03778078
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt02426490
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt02426490
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt015388728
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt013062654
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt026771334
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt06816253
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt07882769
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08316348
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0329918
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0292953
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0283545
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt022558547
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt019955449
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt026446644
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt023804096
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt037936947
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt042663
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt03213
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt026446644
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt023804096
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt026403981
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt023800883
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt036146608
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01965835
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt033883639
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0542199
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0297134
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01780220
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt035604409
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt036146608
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PETER H COORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARILYN E COORS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0770 HIGH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1770 HIGH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0DENVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1DENVER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd080218
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd180218
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt06501843
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt06501843
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0AMG NATIONAL TRUST BANK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06295 GREENWOOD PLAZA BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GREENWOOD VILLAGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0801114908
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$23,804,096
Liabilities
$3,213
Net assets
$23,800,883
Revenue
$4,150,145
Expenses
$6,753,243
Net income
-$2,603,098
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$23.8$0.00$23.8$4.15$6.75$2.60
2022Detailed filing. Detailed filing data is available for this year.$25.1$0.08$25.0$2.85$3.05$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$0.01$25.2$3.45$1.95$1.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.7$0.00$23.7$4.83$1.69$3.14
2019Detailed filing. Detailed filing data is available for this year.$20.6$0.00$20.6$3.77$2.06$1.70
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.9$0.00$18.9$4.12$1.94$2.18
2017Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$5.84$1.88$3.96
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$0.00$12.8$3.44$1.52$1.91
2015Detailed filing. Detailed filing data is available for this year.$10.9$0.01$10.8$4.95$0.84$4.11
2014Detailed filing. Detailed filing data is available for this year.$6.74$0.00$6.73$3.74$1.38$2.36
2011Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.30
2010Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.35