Civic Intelligence

Carbon Valley Help Center

990EZ • Fiscal year 2023 • EIN 45-3722048

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 05, 2023

Organization ProfileWWW.CARBONVALLEYHELPCENTER.ORG
PO Box 508Firestone, CO 80520

(303) 833-6626

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

16th percentile

-28%

Higher net margin than 16% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

24th percentile

-19%

Faster asset growth than 24% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

23rd percentile

-23%

Faster revenue growth than 23% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets61st percentile

Assets

Flat

$84,970

Flat from 2023

Net Assets

$84,824

No earlier filing loaded for comparison.

Liabilities

Flat

$146

Flat from 2023

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin16th percentile

Revenue

Flat

$124,269

Flat from 2023

Expenses

Flat

$159,208

Flat from 2023

Net Income

Flat

-$34,939

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$150K$100K$50K$0Assets 2017: $75,417Liabilities 2017: $4782017Assets 2018: $78,551Liabilities 2018: $180Net Assets 2018: $78,3712018Assets 2019: $79,774Liabilities 2019: $84Net Assets 2019: $79,6902019Assets 2020: $99,819Liabilities 2020: $137Net Assets 2020: $99,6822020Assets 2021: $105,527Net Assets 2021: $105,5272021Assets 2022: $105,530Net Assets 2022: $105,5302022Assets 2023: $84,970Liabilities 2023: $146Net Assets 2023: $84,8242023Assets 2023: $84,970Liabilities 2023: $1462023Assets 2025: $122,601Liabilities 2025: $588Net Assets 2025: $122,0132025

Highlighted filing

2023

Assets$84,970
Liabilities$146
Net Assets$84,824
Open 2023 Filing

Operations Trend

Revenue Growth23rd percentile

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

$300K$200K$100K$0-$100KRevenue 2017: $72,839Expenses 2017: $67,835Net Income 2017: $5,0042017Revenue 2018: $102,632Expenses 2018: $99,669Net Income 2018: $2,9632018Revenue 2019: $126,864Expenses 2019: $125,545Net Income 2019: $1,3192019Revenue 2020: $151,757Expenses 2020: $131,765Net Income 2020: $19,9922020Revenue 2021: $161,848Expenses 2021: $154,387Net Income 2021: $7,4612021Revenue 2022: $161,848Expenses 2022: $154,418Net Income 2022: $7,4302022Revenue 2023: $124,269Expenses 2023: $159,208Net Income 2023: -$34,9392023Revenue 2023: $124,269Expenses 2023: $159,208Net Income 2023: -$34,9392023Revenue 2025: $213,766Expenses 2025: $206,535Net Income 2025: $7,2312025

Highlighted filing

2023

Revenue$124,269
Expenses$159,208
Net Income-$34,939
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 5, 2023
Return Version
2022v5.0
Gross Receipts
$124,269
Mission and Program Overview

Mission

Mission is helping people in immediate need move toward self-sufficiency by unifying carbon valley resources.

Program Services

DescriptionGrantsExpenses
MISSION IS HELPING PEOPLE IN IMMEDIATE NEED MOVE TOWARD SELF-SUFFICIENCY BY UNIFYING CARBON VALLEY RESOURCES.-$145,845
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANKI BERTRAMPresident-$0--
AMY LISTERTreasurer-$0--
ROBIN MONTHEIOffice Manag-$0--
MICAELA CHACONCase Manager-$0--
TRACY GRAHAMVice Preside-$0--
Filing and Contact Details

Filer

Filer Name
Carbon Valley Help Center
EIN
45-3722048
Phone
3038336626
Address
PO BOX 508, FIRESTONE, CO 80520

Signing Officer

Name
Franki Bertram
Title
President
Phone
3038336626
Signed
2023-10-05
Discuss with paid preparer
Yes

Preparer

Firm
R and D Accounting
Address
4580 SEDONA LN, DACONO, CO 80514
Preparer
Donald Bondeson
Phone
3032849538
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office supplies 1,627 57 website 809 worker's comp insurance 1,080 liability insurance 1,609 dues 710 food distribution 37,426 grant expense 77,560 meals 236 outreach 3,819 pantry supplies 2,948 total 127,881”

Form 990-ez, Part I, Line 20

“PRIOR ADJUSTMENT 14,236”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 11,843 8,960 pantry inventory 0 0 total 11,843 8,960”

Form 990-ez, Part II, Line 26

“PAYROLL 0 146”

Form 990-ez, Part III

“Mission is helping people in immediate need move toward self-sufficiency by unifying carbon valley resources.”

Raw XML Appendix142 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0R AND D ACCOUNTING
IRS990EZ/BooksInCareOfDetail/PhoneNum03032849538
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01010 DEPOT HILL RD SUITE 201
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0BROOMFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080020
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt093684
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt076010
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0124269
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-34939
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01680
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0105527
IRS990EZ/Form990TotalAssetsGrp/EOYAmt084970
IRS990EZ/GrossReceiptsAmt0124269
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0105527
IRS990EZ/NetAssetsOrFundBalancesEOYAmt084824
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0105527
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt084824
IRS990EZ/OccupancyRentUtltsAndMaintAmt06956
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRANKI BERTRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1AMY LISTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ROBIN MONTHEI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MICAELA CHACON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4TRACY GRAHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2OFFICE MANAG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3CASE MANAGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4VICE PRESIDE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt011843
IRS990EZ/OtherAssetsTotalDetail/EOYAmt08960
IRS990EZ/OtherChangesInNetAssetsAmt014236
IRS990EZ/OtherExpensesTotalAmt0127881
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MISSION IS HELPING PEOPLE IN IMMEDIATE NEED MOVE TOWARD SELF-SUFFICIENCY BY UNIFYING CARBON VALLEY RESOURCES.
IRS990EZ/PrintingPublicationsPostageAmt0120
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MISSION IS HELPING PEOPLE IN IMMEDIATE NEED MOVE TOWARD SELF-SUFFICIENCY BY UNIFYING CARBON VALLEY RESOURCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0145845
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt022571
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0146
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0159208
IRS990EZ/TotalProgramServiceExpensesAmt0145845
IRS990EZ/TotalRevenueAmt0124269
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CARBONVALLEYHELPCENTER.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0124269
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0161843
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0151584
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0126855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0564551
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0187
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0564551
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0124269
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0161843
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0151584
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0126855
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0564551
IRS990ScheduleA/TotalSupportAmt0564551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 1,627 57 WEBSITE 809 WORKER'S COMP INSURANCE 1,080 LIABILITY INSURANCE 1,609 DUES 710 FOOD DISTRIBUTION 37,426 GRANT EXPENSE 77,560 MEALS 236 OUTREACH 3,819 PANTRY SUPPLIES 2,948 TOTAL 127,881
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR ADJUSTMENT 14,236
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 11,843 8,960 PANTRY INVENTORY 0 0 TOTAL 11,843 8,960
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYROLL 0 146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MISSION IS HELPING PEOPLE IN IMMEDIATE NEED MOVE TOWARD SELF-SUFFICIENCY BY UNIFYING CARBON VALLEY RESOURCES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANKI BERTRAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03038336626
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARBON VALLEY HELP CENTER
ReturnHeader/Filer/BusinessNameControlTxt0CARB
ReturnHeader/Filer/EIN0453722048
ReturnHeader/Filer/PhoneNum03038336626
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 508
ReturnHeader/Filer/USAddress/CityNm0FIRESTONE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080520
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271546156
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0R AND D ACCOUNTING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04580 SEDONA LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DACONO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080514
ReturnHeader/PreparerPersonGrp/PhoneNum03032849538
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD BONDESON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-10-25T12:05:39-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRANKI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERTRAM
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$84,970
Liabilities
$146
Net assets
$84,824
Revenue
$124,269
Expenses
$159,208
Net income
-$34,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.01$1.22$2.14$2.07$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$1.24$1.59$0.35
2023Summary only. Only limited summary data is available for this year.$0.85$0.00$1.24$1.59$0.35
2022Detailed filing. Detailed filing data is available for this year.$1.06$1.06$1.62$1.54$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.06$1.06$1.62$1.54$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.52$1.32$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.80$0.00$0.80$1.27$1.26$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.79$0.00$0.78$1.03$1.00$0.03
2017Summary only. Only limited summary data is available for this year.$0.75$0.00$0.73$0.68$0.05