Civic Intelligence

The Academy Charitable Foundation

EIN 45-3128070 • 501(c)3 • Boulder, CO

Profile

To support various public charities in colorado via fund raising activities.

970 Aurora AvenueBoulder, CO 80302

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

20th percentile

-28%

Higher net margin than 20% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

14th percentile

-80%

Faster asset growth than 14% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$1,215

Down $4,779 (-80%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

$1,215

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin20th percentile

Revenue

Up

$16,871

Up $1,663 (+11%) from 2023

Expenses

Up

$21,650

Up $5,182 (+31%) from 2023

Net Income

Down

-$4,779

Down $3,519 (-279%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth14th percentile

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

$15K$10K$5.0K$0Assets 2012: $16Net Assets 2012: $162012Assets 2013: $149Liabilities 2013: $02013Assets 2014: $121Net Assets 2014: $1212014Assets 2015: $221Liabilities 2015: $02015Assets 2016: $121Liabilities 2016: $02016Assets 2017: $8,329Liabilities 2017: $02017Assets 2018: $11,829Net Assets 2018: $11,8292018Assets 2019: $12,079Net Assets 2019: $12,0792019Assets 2020: $9,579Net Assets 2020: $9,5792020Assets 2021: $7,079Net Assets 2021: $7,0792021Assets 2022: $7,254Liabilities 2022: $0Net Assets 2022: $7,2542022Assets 2023: $5,994Liabilities 2023: $02023Assets 2024: $1,215Liabilities 2024: $0Net Assets 2024: $1,2152024

Highlighted filing

2024

Assets$1,215
Liabilities$0
Net Assets$1,215
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

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

$30K$20K$10K$0-$10KRevenue 2012: $21,925Expenses 2012: $21,909Net Income 2012: $162012Revenue 2013: $20,550Expenses 2013: $20,417Net Income 2013: $1332013Revenue 2014: $21,500Expenses 2014: $21,528Net Income 2014: -$282014Revenue 2015: $17,125Expenses 2015: $17,025Net Income 2015: $1002015Revenue 2016: $17,450Expenses 2016: $17,550Net Income 2016: -$1002016Revenue 2017: $27,308Expenses 2017: $19,100Net Income 2017: $8,2082017Revenue 2018: $24,800Expenses 2018: $21,300Net Income 2018: $3,5002018Revenue 2019: $15,950Expenses 2019: $15,700Net Income 2019: $2502019Revenue 2020: $13,250Expenses 2020: $15,750Net Income 2020: -$2,5002020Revenue 2021: -$2,5002021Revenue 2022: $13,390Expenses 2022: $13,215Net Income 2022: $1752022Revenue 2023: $15,208Expenses 2023: $16,468Net Income 2023: -$1,2602023Revenue 2024: $16,871Expenses 2024: $21,650Net Income 2024: -$4,7792024

Highlighted filing

2024

Revenue$16,871
Expenses$21,650
Net Income-$4,779
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,215
Liabilities
$0
Net assets
$1,215
Revenue
$16,871
Expenses
$21,650
Net income
-$4,779
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.22$0.00$1.22$16.9$21.7$4.78
2023Summary only. Only limited summary data is available for this year.$5.99$0.00$15.2$16.5$1.26
2022Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$13.4$13.2$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.08$7.08$2.50
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.58$9.58$13.3$15.8$2.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$12.1$16.0$15.7$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.8$11.8$24.8$21.3$3.50
2017Summary only. Only limited summary data is available for this year.$8.33$0.00$27.3$19.1$8.21
2016Summary only. Only limited summary data is available for this year.$0.12$0.00$17.5$17.6$0.10
2015Summary only. Only limited summary data is available for this year.$0.22$0.00$17.1$17.0$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.12$0.12$21.5$21.5$0.03
2013Summary only. Only limited summary data is available for this year.$0.15$0.00$20.6$20.4$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.02$0.02$21.9$21.9$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 21, 2025
Return Version
2024v5.2
Gross Receipts
$26,600
Mission and Program Overview

Mission

To support various public charities in colorado via fund raising activities.

Program Services

DescriptionGrantsExpenses
Fundraiser for the University of Colorado$4,950$9,729
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James E StonerPresident-$0--
Gary D BergTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
The Academy Charitable Foundation
EIN
45-3128070
Phone
3034473000
Address
970 Aurora Avenue, Boulder, CO 80302

Signing Officer

Name
Gary Berg
Title
Treasurer
Phone
3034473000
Signed
2025-08-21
Discuss with paid preparer
Yes

Preparer

Firm
Sammells & Associates PC
Address
400 S McCaslin Blvd Suite 201, Louisville, CO 80027
Preparer
Alexander Sammells
Phone
3034996711
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity Classification: Grants paid to Charity Organizations. Grantee Name: University of Colorado Foundation. Grantee Address: 4740 Walnut Street Boulder, CO 80301. Property Description: Cash Donation. Date of Gift: 05/16/24. Amount Given: 21,650.”

Raw XML Appendix127 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Gary D Berg
IRS990EZ/BooksInCareOfDetail/PhoneNum03034473000
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0970 Aurora Avenue
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Boulder
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080302
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt05994
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt01215
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt021650
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-4779
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt05994
IRS990EZ/Form990TotalAssetsGrp/EOYAmt01215
IRS990EZ/FundraisingGrossIncomeAmt04950
IRS990EZ/GrantsAndSimilarAmountsPaidAmt021650
IRS990EZ/GrossReceiptsAmt026600
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt05994
IRS990EZ/NetAssetsOrFundBalancesEOYAmt01215
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt05994
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt01215
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0James E Stoner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Gary D Berg
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To support various public charities in Colorado via fund raising activities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Fundraiser for the University of Colorado
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04950
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt09729
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt09729
IRS990EZ/SpecialEventsNetIncomeLossAmt0-4779
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt021650
IRS990EZ/TotalProgramServiceExpensesAmt09729
IRS990EZ/TotalRevenueAmt016871
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt021650
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt016628
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015740
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt015750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt069768
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt069768
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt021650
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt016628
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015740
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt015750
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt069768
IRS990ScheduleA/TotalSupportAmt069768
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Activity Classification: Grants paid to Charity Organizations. Grantee Name: University of Colorado Foundation. Grantee Address: 4740 Walnut Street Boulder, CO 80301. Property Description: Cash Donation. Date of Gift: 05/16/24. Amount Given: 21,650.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Gary Berg
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03034473000
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Academy Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0ACAD
ReturnHeader/Filer/EIN0453128070
ReturnHeader/Filer/PhoneNum03034473000
ReturnHeader/Filer/USAddress/AddressLine1Txt0970 Aurora Avenue
ReturnHeader/Filer/USAddress/CityNm0Boulder
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080302
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882324544
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sammells & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 S McCaslin Blvd Suite 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Louisville
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080027
ReturnHeader/PreparerPersonGrp/PhoneNum03034996711
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Alexander Sammells
ReturnHeader/ReturnTs02025-08-26T09:23:27-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits