Civic Intelligence

The Joshua Max Simon Charitable

EIN 35-6692310 • Carbondale, CO

329 Main StreetCarbondale, CO 81623-2027
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

6th percentile

-353%

Higher net margin than 6% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

89th percentile

76%

Faster revenue growth than 89% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $1,007,326 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $1,007,326 (-100%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin6th percentile

Revenue

Up

$284,994

Up $254,224 (+826%) from 2023

Expenses

Up

$1,290,958

Up $1,282,697 (+15527%) from 2023

Net Income

Down

-$1,005,964

Down $1,028,473 (-4569%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $4,649,195Liabilities 2012: $0Net Assets 2012: $4,649,1952012Assets 2013: $4,721,653Liabilities 2013: $0Net Assets 2013: $4,721,6532013Assets 2014: $4,238,456Liabilities 2014: $0Net Assets 2014: $4,238,4562014Assets 2016: $3,736,068Liabilities 2016: $0Net Assets 2016: $3,736,0682016Assets 2017: $1,017,553Liabilities 2017: $0Net Assets 2017: $1,017,5532017Assets 2018: $584,305Liabilities 2018: $0Net Assets 2018: $584,3052018Assets 2019: $796,645Liabilities 2019: $0Net Assets 2019: $796,6452019Assets 2020: $667,159Liabilities 2020: $0Net Assets 2020: $667,1592020Assets 2021: $687,617Liabilities 2021: $0Net Assets 2021: $687,6172021Assets 2022: $984,817Liabilities 2022: $0Net Assets 2022: $984,8172022Assets 2023: $1,007,326Liabilities 2023: $0Net Assets 2023: $1,007,3262023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth89th percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2012: $527,2972012Revenue 2013: $262,290Expenses 2013: $114,142Net Income 2013: $148,1482013Revenue 2014: $128,331Expenses 2014: $611,528Net Income 2014: -$483,1972014Revenue 2016: $149,740Expenses 2016: $372,844Net Income 2016: -$223,1042016Revenue 2017: $34,195Expenses 2017: $3,151,247Net Income 2017: -$3,117,0522017Revenue 2018: $129,646Expenses 2018: $562,894Net Income 2018: -$433,2482018Revenue 2019: $216,587Expenses 2019: $4,247Net Income 2019: $212,3402019Revenue 2020: $82,883Expenses 2020: $51,927Net Income 2020: $30,9562020Revenue 2021: $20,169Expenses 2021: $20Net Income 2021: $20,1492021Revenue 2022: $92,209Expenses 2022: $1,364Net Income 2022: $90,8452022Revenue 2023: $30,770Expenses 2023: $8,261Net Income 2023: $22,5092023Revenue 2024: $284,994Expenses 2024: $1,290,958Net Income 2024: -$1,005,9642024

Highlighted filing

2024

Revenue$284,994
Expenses$1,290,958
Net Income-$1,005,964
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$284,994
Expenses
$1,290,958
Net income
-$1,005,964
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.28$1.29$1.01
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.03$0.01$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.09$0.00$0.09
2021Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.02$0.00$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.00$0.67$0.08$0.05$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.22$0.00$0.21
2018Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.13$0.56$0.43
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.03$3.15$3.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$0.00$3.74$0.15$0.37$0.22
2014Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.13$0.61$0.48
2013Detailed filing. Detailed filing data is available for this year.$4.72$0.00$4.72$0.26$0.11$0.15
2012Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.53
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 3, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BREN SIMONTrustee-$0--
TAMME SIMON MCCAULEYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Joshua Max Simon Charitable
EIN
35-6692310
Phone
9709635898
Address
329 MAIN STREET, CARBONDALE, CO 81623-2027

Signing Officer

Name
Bren Simon
Title
Trustee
Phone
9709635898
Signed
2025-10-03
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
1301 A STREET SUITE 600, TACOMA, WA 98402-4205
Preparer
Jode Beauvais
Phone
2535724100
Raw XML Appendix328 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05006
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt016091
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0INVESTMENT RECOVERY
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0284994
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01669
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05006
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt06675
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0249632
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0284994
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0284994
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0249632
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01733
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0371
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01733
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01007326
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt048475
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt048475
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt048475
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt052326
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03851
IRS990PF/DistributableAmountGrp/TotalTaxAmt03851
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03825
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt026
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0238472
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0621238
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BREN SIMON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TAMME SIMON MCCAULEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT FOOD DISTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CANCER CENTER ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO SUPPORT MENTORSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO SUPPORT MENTAL HEALTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO SUPPORT CONSTRUCTION OF CARBONDALE POOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO SUPPORT PUBLIC MEDIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0LIFE INTER FAITH TEAM ON UNEMPLOYMENT AND POVERTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1VALLEY VIEW HOSPITAL FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE BUDDY PROGRAM INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ASPEN HOPE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4THE TOWN OF CARBONDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5PUBLIC BROADCASTING OF COLORADO INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1928
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11906 BLAKE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2110 EAST HALLAM STREET 125
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 1115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4511 COLORADO AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt57409 S ALTON CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RIFLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1GLENWOOD SPRINGS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ASPEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BASALT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CARBONDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CENTENNIAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd081650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd181601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd281611
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd381621
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd481623
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd580112
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01280000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt048475
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt048475
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08714
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01243235
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01234521
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08714
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01282996
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01234521
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01243235
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08714
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01327
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01327
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01733
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT - NO TAX EFFECT
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt019271
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INVESTMENT RECOVERY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt019271
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt019271
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0371
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02875
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02875
TaxesSchedule/TaxesDetail/Amt081
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt081
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BREN SIMON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09709635898
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE JOSHUA MAX SIMON CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOSH
ReturnHeader/Filer/EIN0356692310
ReturnHeader/Filer/PhoneNum09709635898
ReturnHeader/Filer/USAddress/AddressLine1Txt0329 MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0CARBONDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd0816232027
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY ADVISORY GROUP LP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 A STREET SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TACOMA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0984024205
ReturnHeader/PreparerPersonGrp/PhoneNum02535724100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JODE BEAUVAIS
ReturnHeader/ReturnTs02025-10-14T13:51:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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