Civic Intelligence

Pete Morgan Foundation Trust

990PF • Fiscal year 2016 • EIN 47-0833529

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

Organization Profile
1520 W Canal Court Ste 220Littleton, CO 80120

(303) 297-2142

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

6th percentile

-144%

Higher net margin than 6% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

27th percentile

-3.6%

Faster asset growth than 27% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

76th percentile

19%

Faster revenue growth than 76% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,380,889

Down $124,945 (-3.6%) from 2015

Net Assets

Down

$3,380,889

Down $124,945 (-3.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin6th percentile

Revenue

Up

$86,637

Up $13,549 (+19%) from 2015

Expenses

Up

$211,582

Up $194,437 (+1134%) from 2015

Net Income

Down

-$124,945

Down $180,888 (-323%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2011: $4,119,476Liabilities 2011: $5,583,981Net Assets 2011: -$1,464,5052011Assets 2012: $4,401,353Liabilities 2012: $3,650,731Net Assets 2012: $750,6222012Assets 2013: $1,602,535Liabilities 2013: $175,000Net Assets 2013: $1,427,5352013Assets 2014: $3,449,891Liabilities 2014: $0Net Assets 2014: $3,449,8912014Assets 2015: $3,505,834Liabilities 2015: $0Net Assets 2015: $3,505,8342015Assets 2016: $3,380,889Liabilities 2016: $0Net Assets 2016: $3,380,8892016Assets 2017: $3,442,248Liabilities 2017: $0Net Assets 2017: $3,442,2482017Assets 2018: $3,437,540Liabilities 2018: $0Net Assets 2018: $3,437,5402018Assets 2019: $2,878,809Liabilities 2019: $0Net Assets 2019: $2,878,8092019Assets 2020: $2,650,690Liabilities 2020: $0Net Assets 2020: $2,650,6902020Assets 2021: $1,580,035Liabilities 2021: $0Net Assets 2021: $1,580,0352021Assets 2022: $1,020,941Liabilities 2022: $0Net Assets 2022: $1,020,9412022Assets 2023: $843,345Liabilities 2023: $0Net Assets 2023: $843,3452023Assets 2024: $695,030Liabilities 2024: $0Net Assets 2024: $695,0302024

Highlighted filing

2016

Assets$3,380,889
Liabilities$0
Net Assets$3,380,889
Open 2016 Filing

Operations Trend

Revenue Growth76th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2011: $35,138,8842011Expenses 2012: -$1072012Revenue 2013: $1,813,331Expenses 2013: $507,294Net Income 2013: $1,306,0372013Revenue 2014: $2,050,305Expenses 2014: $27,949Net Income 2014: $2,022,3562014Revenue 2015: $73,088Expenses 2015: $17,145Net Income 2015: $55,9432015Revenue 2016: $86,637Expenses 2016: $211,582Net Income 2016: -$124,9452016Revenue 2017: $134,251Expenses 2017: $72,892Net Income 2017: $61,3592017Revenue 2018: $111,144Expenses 2018: $115,852Net Income 2018: -$4,7082018Revenue 2019: $252,300Expenses 2019: $811,031Net Income 2019: -$558,7312019Revenue 2020: $378,801Expenses 2020: $606,920Net Income 2020: -$228,1192020Revenue 2021: $792,859Expenses 2021: $1,901,606Net Income 2021: -$1,108,7472021Revenue 2022: $367,668Expenses 2022: $882,170Net Income 2022: -$514,5022022Revenue 2023: $261,592Expenses 2023: $445,688Net Income 2023: -$184,0962023Revenue 2024: $271,185Expenses 2024: $419,500Net Income 2024: -$148,3152024

Highlighted filing

2016

Revenue$86,637
Expenses$211,582
Net Income-$124,945
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KYLEE MCVANEY LOURIETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Pete Morgan Foundation Trust
EIN
47-0833529
Phone
3032972142
Address
1520 W CANAL COURT STE 220, LITTLETON, CO 80120

Signing Officer

Name
Kylee Mcvaney Lourie
Title
Trustee
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Sprinkle & Associates LLC
Address
1520 West Canal Court Suite 220, Littleton, CO 80120
Preparer
Stan G Sprinkle
Phone
3032972121
Raw XML Appendix299 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.

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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01520 W CANAL CT 220
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LITTLETON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080120
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SPRINKLE & ASSOCIATES LLC
IRS990PF/StatementsRegardingActyGrp/PhoneNum03032972121
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0200000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VALOR CHRISTIAN SCHOOLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03775 E GRACE BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HIGHLANDS RANCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080126
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0200000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0184601
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0184601
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0403942
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt033909689
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt033909689
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0423600
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt019658
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0403942
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0204259
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019658
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt034333289
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt034313631
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt013
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt15193
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0RAPTOR GLOBAL PORTFOLIO FIDUC FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1UNION BANK CUSTODIAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt15193
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KYLEE MCVANEY LOURIE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PETE MORGAN FOUNDATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PETE
ReturnHeader/Filer/EIN0470833529
ReturnHeader/Filer/PhoneNum03032972142
ReturnHeader/Filer/USAddress/AddressLine1Txt01520 W CANAL COURT STE 220
ReturnHeader/Filer/USAddress/CityNm0LITTLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080120
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Sprinkle & Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01520 West Canal Court Suite 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Littleton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080120
ReturnHeader/PreparerPersonGrp/PhoneNum03032972121
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Stan G Sprinkle
ReturnHeader/ReturnTs02017-11-13T07:21:26-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,380,889
Liabilities
$0
Net assets
$3,380,889
Revenue
$86,637
Expenses
$211,582
Net income
-$124,945
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.27$0.42$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.26$0.45$0.18
2022Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.37$0.88$0.51
2021Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.79$1.90$1.11
2020Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.38$0.61$0.23
2019Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.25$0.81$0.56
2018Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.11$0.12$0.00
2017Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.13$0.07$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.38$0.00$3.38$0.09$0.21$0.12
2015Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.07$0.02$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$2.05$0.03$2.02
2013Detailed filing. Detailed filing data is available for this year.$1.60$0.18$1.43$1.81$0.51$1.31
2012Detailed filing. Detailed filing data is available for this year.$4.40$3.65$0.75$0.00
2011Detailed filing. Detailed filing data is available for this year.$4.12$5.58$1.46$35.1