Civic Intelligence

Omni Financial Charity Foundation

EIN 46-1919719 • 501(c)3 • Broomfield, CO

Profile

Charitable Contributions

380 Interlocken Crescent 800Broomfield, CO 80021

www.omnifinancialhelps.org

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 2022

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

37th percentile

-4.0%

Higher net margin than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2022

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 2022

Asset Growth

44th percentile

-6.4%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

91st percentile

95%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$3,586

Down $244 (-6.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Down

$3,586

Down $244 (-6.4%) from 2021

Operations
Liabilities / Revenue62nd percentileNet Margin37th percentile

Revenue

Up

$6,082

Up $2,961 (+95%) from 2021

Expenses

Down

$6,326

Down $507 (-7.4%) from 2021

Net Income

Up

-$244

Up $3,468 (+93%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$20K$15K$10K$5.0K$0Assets 2013: $7,572Liabilities 2013: $02013Assets 2014: $7,984Liabilities 2014: $0Net Assets 2014: $7,9842014Assets 2015: $12,589Liabilities 2015: $0Net Assets 2015: $12,5892015Assets 2016: $12,275Liabilities 2016: $02016Assets 2017: $14,430Liabilities 2017: $02017Assets 2018: $15,788Liabilities 2018: $02018Assets 2019: $13,158Liabilities 2019: $02019Assets 2020: $7,542Liabilities 2020: $02020Assets 2021: $3,830Liabilities 2021: $0Net Assets 2021: $3,8302021Assets 2022: $3,586Liabilities 2022: $0Net Assets 2022: $3,5862022

Highlighted filing

2022

Assets$3,586
Liabilities$0
Net Assets$3,586
Open 2022 Filing

Operations Trend

Revenue Growth91st percentile

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

$80K$60K$40K$20K$0-$20KRevenue 2013: $55,459Expenses 2013: $44,887Net Income 2013: $10,5722013Revenue 2014: $37,983Expenses 2014: $37,571Net Income 2014: $4122014Revenue 2015: $50,993Expenses 2015: $46,388Net Income 2015: $4,6052015Revenue 2016: $71,481Expenses 2016: $71,796Net Income 2016: -$3152016Revenue 2017: $47,259Expenses 2017: $45,103Net Income 2017: $2,1562017Revenue 2018: $60,587Expenses 2018: $59,229Net Income 2018: $1,3582018Revenue 2019: $17,901Expenses 2019: $20,531Net Income 2019: -$2,6302019Revenue 2020: $3,802Expenses 2020: $9,418Net Income 2020: -$5,6162020Revenue 2021: $3,121Expenses 2021: $6,833Net Income 2021: -$3,7122021Revenue 2022: $6,082Expenses 2022: $6,326Net Income 2022: -$2442022

Highlighted filing

2022

Revenue$6,082
Expenses$6,326
Net Income-$244
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,586
Liabilities
$0
Net assets
$3,586
Revenue
$6,082
Expenses
$6,326
Net income
-$244
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$6.08$6.33$0.24
2021Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$3.12$6.83$3.71
2020Summary only. Only limited summary data is available for this year.$7.54$0.00$3.80$9.42$5.62
2019Summary only. Only limited summary data is available for this year.$13.2$0.00$17.9$20.5$2.63
2018Summary only. Only limited summary data is available for this year.$15.8$0.00$60.6$59.2$1.36
2017Summary only. Only limited summary data is available for this year.$14.4$0.00$47.3$45.1$2.16
2016Summary only. Only limited summary data is available for this year.$12.3$0.00$71.5$71.8$0.32
2015Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$51.0$46.4$4.61
2014Detailed filing. Detailed filing data is available for this year.$7.98$0.00$7.98$38.0$37.6$0.41
2013Summary only. Only limited summary data is available for this year.$7.57$0.00$55.5$44.9$10.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 16, 2023
Return Version
2022v5.0
Gross Receipts
$6,082
Mission and Program Overview

Mission

Charitable Contributions

Program Services

DescriptionGrantsExpenses
The organization organizes and host a charity golf tournament to benefit several other non-profit charitable organization, however due to COVID it has not been able to hold in recent years.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Samantha KlingExecutive Director-$0--
Erin VelardeSecretary-$0--
Clarice LandrethTreasurer-$0--
Heather SarmientoChairman-$0--
Filing and Contact Details

Filer

Filer Name
Omni Financial Charity Foundation
EIN
46-1919719
Phone
7202741742
Address
380 Interlocken Crescent 800, Broomfield, CO 80021

Signing Officer

Name
Samantha Kling
Title
Executive Director
Signed
2023-05-16
Discuss with paid preparer
Yes

Preparer

Firm
Interlocken Tax Services LLC
Address
380 Interlocken Crescent FL 8th, Broomfield, CO 80021
Preparer
Gloria D Lorenz EA
Phone
7202741742
Supplemental Narrative

Additional Explanations

Other Expenses.1

“Equipment Rental/MMaintenence $1011”

Other Expenses.2

“Supplies $727”

Other Expenses.3

“Commitee Meeting $96”

Other Expenses.4

“Bank Charges $68”

Raw XML Appendix145 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/PersonNm0Omni Financial Charity Foundation
IRS990EZ/BooksInCareOfDetail/PhoneNum07202741829
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0380 Interlocken Crescent
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Broomfield
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080021
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt03830
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt03586
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06082
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-244
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0134
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt03830
IRS990EZ/Form990TotalAssetsGrp/EOYAmt03586
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04290
IRS990EZ/GrossReceiptsAmt06082
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt03830
IRS990EZ/NetAssetsOrFundBalancesEOYAmt03586
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt03830
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt03586
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Samantha Kling
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Erin Velarde
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Clarice Landreth
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Heather Sarmiento
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Dir.
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Chairman
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt01902
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Charitable Contributions
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization organizes and host a charity golf tournament to benefit several other non-profit charitable organization, however due to COVID it has not been able to hold in recent years.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CO
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06326
IRS990EZ/TotalRevenueAmt06082
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.omnifinancialhelps.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06082
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03120
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03802
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt034240
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt059247
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0106491
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0106491
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06082
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03120
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03802
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt034240
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt059247
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0106491
IRS990ScheduleA/TotalSupportAmt0106491
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Equipment Rental/MMaintenence $1011
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Supplies $727
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Commitee Meeting $96
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank Charges $68
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.4
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Samantha Kling
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Omni Financial Charity Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OMNI
ReturnHeader/Filer/EIN0461919719
ReturnHeader/Filer/PhoneNum07202741742
ReturnHeader/Filer/USAddress/AddressLine1Txt0380 Interlocken Crescent 800
ReturnHeader/Filer/USAddress/CityNm0Broomfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080021
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813873703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Interlocken Tax Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0380 Interlocken Crescent FL 8th
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Broomfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080021
ReturnHeader/PreparerPersonGrp/PhoneNum07202741742
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gloria D Lorenz EA
ReturnHeader/ReturnTs02023-05-16T14:35:24-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Samantha
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kling
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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