Civic Intelligence

Smart Commute Metro North Trans- Portation Management Organization

990 • Fiscal year 2016 • EIN 46-0567410

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

12200 Pecos St Suite 100Denver, CO 80234

(303) 453-8513

Siviq Scores

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

Liabilities / Assets

79th percentile

0.13x

Higher debt load relative to assets than 79% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

65th percentile

0.01x

Higher debt load relative to revenue than 65% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

62nd percentile

9.0%

Higher net margin than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

97th percentile

$80,004

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 36.9% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

99th percentile

2925%

Faster asset growth than 99% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

52nd percentile

1.7%

Faster revenue growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$22,262

Up $21,526 (+2925%) from 2015

Net Assets

Up

$19,441

Up $19,577 (+14395%) from 2015

Liabilities

Up

$2,821

Up $1,949 (+224%) from 2015

Revenue

Up

$216,760

Up $3,526 (+1.7%) from 2015

Expenses

Down

$197,183

Down $40,894 (-17%) from 2015

Net Income

Up

$19,577

Up $44,420 (+179%) from 2015

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0-$50KAssets 2013: $64,313Liabilities 2013: $0Net Assets 2013: $64,3132013Assets 2014: $26,684Liabilities 2014: $1,977Net Assets 2014: $24,7072014Assets 2015: $736Liabilities 2015: $872Net Assets 2015: -$1362015Assets 2016: $22,262Liabilities 2016: $2,821Net Assets 2016: $19,4412016Assets 2017: $40,638Liabilities 2017: $2,070Net Assets 2017: $38,5682017Assets 2018: $27,325Liabilities 2018: $0Net Assets 2018: $27,3252018Assets 2019: $14,301Liabilities 2019: $4,995Net Assets 2019: $9,3062019Assets 2020: $8,687Liabilities 2020: $5,299Net Assets 2020: $3,3882020Assets 2021: $62,778Liabilities 2021: $5,763Net Assets 2021: $57,0152021Assets 2022: $128,924Liabilities 2022: $6,490Net Assets 2022: $122,4342022Assets 2023: $32,306Liabilities 2023: $5,934Net Assets 2023: $26,3722023Assets 2024: $44,138Liabilities 2024: $5,082Net Assets 2024: $39,0562024

Highlighted filing

2016

Assets$22,262
Liabilities$2,821
Net Assets$19,441

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2013: $66,613Expenses 2013: $2,300Net Income 2013: $64,3132013Revenue 2014: $152,309Expenses 2014: $191,915Net Income 2014: -$39,6062014Revenue 2015: $213,234Expenses 2015: $238,077Net Income 2015: -$24,8432015Revenue 2016: $216,760Expenses 2016: $197,183Net Income 2016: $19,5772016Revenue 2017: $252,189Expenses 2017: $233,062Net Income 2017: $19,1272017Revenue 2018: $252,661Expenses 2018: $263,904Net Income 2018: -$11,2432018Revenue 2019: $258,103Expenses 2019: $276,123Net Income 2019: -$18,0202019Revenue 2020: $280,535Expenses 2020: $286,453Net Income 2020: -$5,9182020Revenue 2021: $384,001Expenses 2021: $330,374Net Income 2021: $53,6272021Revenue 2022: $337,232Expenses 2022: $271,813Net Income 2022: $65,4192022Revenue 2023: $330,522Expenses 2023: $426,584Net Income 2023: -$96,0622023Revenue 2024: $327,321Expenses 2024: $314,637Net Income 2024: $12,6842024

Highlighted filing

2016

Revenue$216,760
Expenses$197,183
Net Income$19,577
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$216,760
Mission and Program Overview

Mission

The organization's purpose is to provide a forum for developers, employers, commercial and residential owners to address common transportation concerns by working with local governments to mitigate traffic congestion through transportation demand management programs that reduce traffic congestion, air pollution, and parking needs by providing transit, ride sharing and flexible work hours. Telework programs and other transportation alternatives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$195$21,876▲ $21,681
Land, Buildings, and Equipment, Net$541$386▼ $155
Total Assets$736$22,262▲ $21,526
Liabilities
Accounts Payable and Accrued Expenses$872$2,821▲ $1,949
Total Liabilities$872$2,821▲ $1,949
Net Assets / Fund Balance
Unrestricted Net Assets$-136$19,441▲ $19,577
Total Net Assets Fund Balance$-136$19,441▲ $19,577
Total Liabilities and Net Assets / Fund Balance$736$22,262▲ $21,526

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$386$1,292$1,678
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Karen StuartExecutive DiFT$80,004$80,004

Board Members and Trustees

NameTitle
Erik HansenChair
Joyce DowningVice Chair
Angela HobbenBoard Member
Barry GoreBoard Member
Denny MccloskyBoard Member
Gene PutmanBoard Member
Jonathan PerlmutterBoard Member
Ken SpanglerBoard Member
Kevin JacksonBoard Member
Kim PerryBoard Member
Larry HoyBoard Member
Heidi WilliamsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$216,760
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$68,897
Change in Net Assets
$19,577
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$154,836
Other Expenses$42,347
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$80,004--$80,004
Other Salaries and Wages$69,033--$69,033
Fees for Services Other$22,169--$22,169
Payroll Taxes$5,799--$5,799
Advertising$2,640--$2,640
Office Expenses$2,043--$2,043
Fees for Services Accounting$1,777--$1,777
Insurance$1,333--$1,333
Conferences and Meetings$852--$852
Travel$740--$740
Depreciation Depletion$155--$155
Other Expenses$10--$10
Total Functional Expenses$197,183$0$0$197,183
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The organization will discuss the filing with the board members

Form 990, Page 6, Part VI, Line 15A

The board meets and determines comparable compensation at its borad meetings

Form 990, Page 6, Part VI, Line 19

The organization makes its financial statements and polices available at its main office. All data is available upon request.

Filing and Contact Details

Filer

Filer Name
Smart Commute Metro North
EIN
46-0567410
Phone
3034538513
Address
12200 PECOS ST SUITE 100, DENVER, CO 80234

Signing Officer

Name
Karen Stuart
Title
Executive Director
Phone
3034538513
Signed
2017-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Stuart
Formed
2012
Legal Domicile
Co
Voting Board Members
12
Independent Board Members
12
Employees
2
Volunteers
20

Preparer

Firm
Feis & Company Pc Cpas
Address
193 S 27TH AVE SUITE 100, BRIGHTON, CO 80601
Preparer
Robert R Feis CPA
Phone
3036591200
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The organization's purpose is to provide a forum for developers, employers, commercial and residential owners to address common transportation concerns by working with local governments to mitigate traffic congestion through transportation demand management programs that reduce traffic congestion, air pollution, and parking needs by providing transit, ride sharing and flexible work hours. Telework programs and other transportation alternatives.

Form 990, Page 2, Part III, Line 4D

Marketing partnership with the regional transportation district (rtd) for promoting transit services through rtd.

Form 990, Part IX, Line 11G

Grant expenses 22,169 0 0

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/MissionDesc0THE ORGANIZATION'S PURPOSE IS TO PROVIDE A FORUM FOR DEVELOPERS, EMPLOYERS, COMMERCIAL AND RESIDENTIAL OWNERS TO ADDRESS COMMON TRANSPORTATION CONCERNS BY WORKING WITH LOCAL GOVERNMENTS TO MITIGATE TRAFFIC CONGESTION THROUGH TRANSPORTATION DEMAND MANAGEMENT PROGRAMS THAT REDUCE TRAFFIC CONGESTION, AIR POLLUTION, AND PARKING NEEDS BY PROVIDING TRANSIT, RIDE SHARING AND FLEXIBLE WORK HOURS. TELEWORK PROGRAMS AND OTHER TRANSPORTATION ALTERNATIVES.
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IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt028206
IRS990/ProgSrvcAccomActyOtherGrp/Desc0MARKETING PARTNERSHIP WITH THE REGIONAL TRANSPORTATION DISTRICT (RTD) FOR PROMOTING TRANSIT SERVICES THROUGH RTD.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt015940
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0213234
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt03500
IRS990/PYOtherExpensesAmt088615
IRS990/PYRevenuesLessExpensesAmt0-24843
IRS990/PYSalariesCompEmpBnftPaidAmt0145962
IRS990/PYTotalExpensesAmt0238077
IRS990/PYTotalRevenueAmt0213234
IRS990/ReconcilationRevenueExpnssAmt019577
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0216760
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0213234
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0152309
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt066613
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0648916
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0648916
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0216760
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0213234
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0152309
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt066613
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0648916
IRS990ScheduleA/TotalSupportAmt0648916
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0386
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01292
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01678
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0386
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S PURPOSE IS TO PROVIDE A FORUM FOR DEVELOPERS, EMPLOYERS, COMMERCIAL AND RESIDENTIAL OWNERS TO ADDRESS COMMON TRANSPORTATION CONCERNS BY WORKING WITH LOCAL GOVERNMENTS TO MITIGATE TRAFFIC CONGESTION THROUGH TRANSPORTATION DEMAND MANAGEMENT PROGRAMS THAT REDUCE TRAFFIC CONGESTION, AIR POLLUTION, AND PARKING NEEDS BY PROVIDING TRANSIT, RIDE SHARING AND FLEXIBLE WORK HOURS. TELEWORK PROGRAMS AND OTHER TRANSPORTATION ALTERNATIVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MARKETING PARTNERSHIP WITH THE REGIONAL TRANSPORTATION DISTRICT (RTD) FOR PROMOTING TRANSIT SERVICES THROUGH RTD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION WILL DISCUSS THE FILING WITH THE BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD MEETS AND DETERMINES COMPARABLE COMPENSATION AT ITS BORAD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AND POLICES AVAILABLE AT ITS MAIN OFFICE. ALL DATA IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GRANT EXPENSES 22,169 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0736
IRS990/TotalAssetsEOYAmt022262
IRS990/TotalAssetsGrp/BOYAmt0736
IRS990/TotalAssetsGrp/EOYAmt022262
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0216760
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0197183
IRS990/TotalFunctionalExpensesGrp/TotalAmt0197183
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0872
IRS990/TotalLiabilitiesEOYAmt02821
IRS990/TotalLiabilitiesGrp/BOYAmt0872
IRS990/TotalLiabilitiesGrp/EOYAmt02821
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-136
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt019441
IRS990/TotalOtherProgSrvcExpenseAmt015940
IRS990/TotalProgramServiceExpensesAmt0197183
IRS990/TotalReportableCompFromOrgAmt080004
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0216760
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0736
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt022262
IRS990/TravelGrp/ProgramServicesAmt0740
IRS990/TravelGrp/TotalAmt0740
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-136
IRS990/UnrestrictedNetAssetsGrp/EOYAmt019441
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt012200 PECOS ST SUITE 100
IRS990/USAddress/CityNm0DENVER
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080234
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.SMARTCOMMUTEMETRONORTH.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KAREN STUART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03034538513
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SMART COMMUTE METRO NORTH
ReturnHeader/Filer/BusinessNameControlTxt0SMAR
ReturnHeader/Filer/EIN0460567410
ReturnHeader/Filer/PhoneNum03034538513
ReturnHeader/Filer/USAddress/AddressLine1Txt012200 PECOS ST SUITE 100
ReturnHeader/Filer/USAddress/CityNm0DENVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080234
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C3BDD25A70EE5278C24E3B601E9A1F9D61E8560B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C9EA127B1123C2B9B9F7603DADE3E0DDF46E87D1
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841130648
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FEIS & COMPANY PC CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0193 S 27TH AVE SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRIGHTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080601
ReturnHeader/PreparerPersonGrp/PhoneNum03036591200
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT R FEIS CPA
ReturnHeader/ReturnTs02017-11-13T07:58:45-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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