Civic Intelligence

Carbon Valley Help Center

990EZ • Fiscal year 2024 • EIN 45-3722048

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 24, 2024

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

60th percentile

0.00x

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

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

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

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

Net Margin

69th percentile

15%

Higher net margin than 69% of similar nonprofits.

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

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

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

Asset Growth

81st percentile

35%

Faster asset growth than 81% of similar nonprofits.

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

Revenue Growth

85th percentile

56%

Faster revenue growth than 85% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$115,055

Up $30,085 (+35%) from 2023

Net Assets

$114,780

No earlier filing loaded for comparison.

Liabilities

Up

$275

Up $129 (+88%) from 2023

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin69th percentile

Revenue

Up

$194,089

Up $69,820 (+56%) from 2023

Expenses

Up

$164,232

Up $5,024 (+3.2%) from 2023

Net Income

Up

$29,857

Up $64,796 (+185%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth81st 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: $1462023Assets 2024: $115,055Liabilities 2024: $275Net Assets 2024: $114,7802024Assets 2025: $122,601Liabilities 2025: $588Net Assets 2025: $122,0132025

Highlighted filing

2024

Assets$115,055
Liabilities$275
Net Assets$114,780
Open 2024 Filing

Operations Trend

Revenue Growth85th 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 2024: $194,089Expenses 2024: $164,232Net Income 2024: $29,8572024Revenue 2025: $213,766Expenses 2025: $206,535Net Income 2025: $7,2312025

Highlighted filing

2024

Revenue$194,089
Expenses$164,232
Net Income$29,857
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 24, 2024
Return Version
2023v6.0
Gross Receipts
$194,089
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.-$150,676
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANKI BERTRAMPresident-$0--
ROBIN MONTHEIOffice Manag-$0--
SUMMER CAMPOSSecretary-$0--
CARLY EVERITTVice Preside-$0--
SUE PILONAt-Large-$0--
ROB WYRICKTreasurer-$0--
ROBIN WYRICKAt Large-$0--
PAUL SORENSENAt-Large-$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
2024-12-24
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 2,250 website 180 worker's comp insurance 1,058 liability insurance 1,694 dues 200 food distribution 47,576 grant expense 71,893 meals 898 misc 42 outreach 6,451 volunteer expense 124 total 132,366”

Form 990-ez, Part I, Line 20

“PRIOR ADJUSTMENT 99”

Form 990-ez, Part II, Line 24

“Inventories for sale or use 8,960 4,584 pantry inventory 0 0 total 8,960 4,584”

Form 990-ez, Part II, Line 26

“PAYROLL 146 275”

Form 990-ez, Part III

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

Raw XML Appendix154 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/PersonNm0SUMMER CAMPOS
IRS990EZ/BooksInCareOfDetail/PhoneNum03038336626
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07247 PRAIRIE CIR
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FREDERICK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080504
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt076010
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0110471
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0193651
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt029857
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01568
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt084970
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0115055
IRS990EZ/GrossReceiptsAmt0194089
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0438
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt084824
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0114780
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt084824
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0114780
IRS990EZ/OccupancyRentUtltsAndMaintAmt05163
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRANKI BERTRAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBIN MONTHEI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SUMMER CAMPOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CARLY EVERITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SUE PILON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5ROB WYRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6ROBIN WYRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7PAUL SORENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1OFFICE MANAG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4AT-LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6AT LARGE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7AT-LARGE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt08960
IRS990EZ/OtherAssetsTotalDetail/EOYAmt04584
IRS990EZ/OtherChangesInNetAssetsAmt099
IRS990EZ/OtherExpensesTotalAmt0132366
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0MISSION IS HELPING PEOPLE IN IMMEDIATE NEED MOVE TOWARD SELF-SUFFICIENCY BY UNIFYING CARBON VALLEY RESOURCES.
IRS990EZ/PrintingPublicationsPostageAmt0400
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MISSION IS HELPING PEOPLE IN IMMEDIATE NEED MOVE TOWARD SELF-SUFFICIENCY BY UNIFYING CARBON VALLEY RESOURCES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0150676
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt024735
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0146
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0275
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0164232
IRS990EZ/TotalProgramServiceExpensesAmt0150676
IRS990EZ/TotalRevenueAmt0194089
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CARBONVALLEYHELPCENTER.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0193651
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0124269
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0161843
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0151584
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0631347
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0616
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0631347
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0193651
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0124269
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0161843
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0151584
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0631347
IRS990ScheduleA/TotalSupportAmt0631347
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE SUPPLIES 2,250 WEBSITE 180 WORKER'S COMP INSURANCE 1,058 LIABILITY INSURANCE 1,694 DUES 200 FOOD DISTRIBUTION 47,576 GRANT EXPENSE 71,893 MEALS 898 MISC 42 OUTREACH 6,451 VOLUNTEER EXPENSE 124 TOTAL 132,366
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PRIOR ADJUSTMENT 99
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2INVENTORIES FOR SALE OR USE 8,960 4,584 PANTRY INVENTORY 0 0 TOTAL 8,960 4,584
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYROLL 146 275
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANKI BERTRAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03038336626
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-24
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/PreparationDt02025-01-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD BONDESON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-01-24T15:06:32-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$115,055
Liabilities
$275
Net assets
$114,780
Revenue
$194,089
Expenses
$164,232
Net income
$29,857
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
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$1.94$1.64$0.30
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