Civic Intelligence

Academy Charitable Foundation Inc.

990EZ • Fiscal year 2018 • EIN 45-3128070

Jan 01, 2018 to Dec 31, 2018 • Filed on May 01, 2019

970 Aurora AvenueBoulder, CO 80302

(303) 447-3000

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

82nd percentile

42%

Faster asset growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

35th percentile

-9.2%

Faster revenue growth than 35% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$11,829

Up $3,500 (+42%) from 2017

Net Assets

$11,829

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Down

$24,800

Down $2,508 (-9.2%) from 2017

Expenses

Up

$21,300

Up $2,200 (+12%) from 2017

Net Income

Down

$3,500

Down $4,708 (-57%) from 2017

Historical Trend

Balance Sheet Trend

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

$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

2018

Assets$11,829
Liabilities-
Net Assets$11,829

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$24,800
Expenses$21,300
Net Income$3,500
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 1, 2019
Return Version
2018v3.1
Gross Receipts
$26,800
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 COLLEGE OF MUSIC.$17,975$18,525
Compensation and Service Providers

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
Address
970 AURORA AVENUE, BOULDER, CO 80302

Signing Officer

Name
Gary D Berg
Title
Treasurer
Phone
3034473000
Signed
2019-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Weatherwax & Associates Pc Cpas
Address
2995 BASELINE RD STE 310, BOULDER, CO 80303-2318
Preparer
William S Rubin
Phone
3034996711
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Name: univ of colorado foundation address: 4740 walnut street boulder, co 80301 cash contribution: 17,975

Form 990-ez, Part I, Line 16

Gala fundraiser meals 2,775 total 2,775

Form 990-ez, Part III

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

Raw XML Appendix126 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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IRS990EZ/BooksInCareOfDetail/PersonNm0GARY 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/BOYAmt08329
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt011829
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025025
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03500
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0550
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt08329
IRS990EZ/Form990TotalAssetsGrp/EOYAmt011829
IRS990EZ/FundraisingGrossIncomeAmt01775
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017975
IRS990EZ/GrossReceiptsAmt026800
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt08329
IRS990EZ/NetAssetsOrFundBalancesEOYAmt011829
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt08329
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt011829
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES E STONER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1GARY D BERG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt02775
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT VARIOUS PUBLIC CHARITIES IN COLORADO VIA FUND RAISING ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDRAISER FOR THE UNIVERSITY OF COLORADO COLLEGE OF MUSIC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt017975
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018525
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt02000
IRS990EZ/SpecialEventsNetIncomeLossAmt0-225
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt021300
IRS990EZ/TotalProgramServiceExpensesAmt018525
IRS990EZ/TotalRevenueAmt024800
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt017975
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015075
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014425
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt079875
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt079875
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt017975
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt015800
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015075
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt014425
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt016600
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt079875
IRS990ScheduleA/TotalSupportAmt079875
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NAME: UNIV OF COLORADO FOUNDATION ADDRESS: 4740 WALNUT STREET BOULDER, CO 80301 CASH CONTRIBUTION: 17,975
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GALA FUNDRAISER MEALS 2,775 TOTAL 2,775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO SUPPORT VARIOUS PUBLIC CHARITIES IN COLORADO VIA FUND RAISING ACTIVITIES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02020-01-14 16:20:31Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0GARY D BERG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03034473000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ACADEMY CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ACAD
ReturnHeader/Filer/EIN0453128070
ReturnHeader/Filer/USAddress/AddressLine1Txt0970 AURORA AVENUE
ReturnHeader/Filer/USAddress/CityNm0BOULDER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080302
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02BC96F513EAC670D5C2A9751079FA3D7D947D013
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BD3C18E6F1D4B475823D16AB3314D869A6F0FDAA
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.160.42.233
ReturnHeader/FilingSecurityInformation/IPDt02019-05-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm018:42:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840885804
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WEATHERWAX & ASSOCIATES PC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02995 BASELINE RD STE 310
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOULDER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0803032318
ReturnHeader/PreparerPersonGrp/PhoneNum03034996711
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM S RUBIN
ReturnHeader/ReturnTs02019-05-04T18:42:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
2018Detailed filing. Detailed filing data is available for this year.$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