Civic Intelligence

Slifer Smith & Frampton Foundation

EIN 47-2554036 • 501(c)3 • Avon, CO

Profile

Support charities in Eagle County and Summit County, Colorado

PO Drawer 2770Avon, CO 81620

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

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

Liabilities / Revenue

61st percentile

0.00x

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

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

Net Margin

52nd percentile

2.4%

Higher net margin than 52% of similar nonprofits.

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

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

97th percentile

275%

Faster asset growth than 97% of similar nonprofits.

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

Revenue Growth

20th percentile

-41%

Faster revenue growth than 20% of similar nonprofits.

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

Assets

Up

$4,622

Up $3,391 (+275%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,622

Up $3,391 (+275%) from 2023

Revenue

Down

$143,889

Down $101,329 (-41%) from 2023

Expenses

Down

$140,498

Down $119,531 (-46%) from 2023

Net Income

Up

$3,391

Up $18,202 (+123%) from 2023

Trend Graphs

Balance Sheet Trend

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

$30K$20K$10K$0-$10KAssets 2014: $2,357Net Assets 2014: $2,3572014Assets 2015: $22,330Liabilities 2015: $0Net Assets 2015: $22,3302015Assets 2016: $15,050Liabilities 2016: $3,293Net Assets 2016: $11,7572016Assets 2017: $27,879Liabilities 2017: $20,958Net Assets 2017: $6,9212017Assets 2018: $16,059Liabilities 2018: $4,100Net Assets 2018: $11,9592018Assets 2019: $17,562Liabilities 2019: $1,000Net Assets 2019: $16,5622019Assets 2020: $2,250Liabilities 2020: $2,771Net Assets 2020: -$5212020Assets 2021: $21,001Liabilities 2021: $700Net Assets 2021: $20,3012021Assets 2022: $19,442Liabilities 2022: $3,400Net Assets 2022: $16,0422022Assets 2023: $1,231Liabilities 2023: $0Net Assets 2023: $1,2312023Assets 2024: $4,622Liabilities 2024: $0Net Assets 2024: $4,6222024

Highlighted filing

2024

Assets$4,622
Liabilities$0
Net Assets$4,622

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2014: $8,300Expenses 2014: $5,943Net Income 2014: $2,3572014Revenue 2015: $241,008Expenses 2015: $221,035Net Income 2015: $19,9732015Revenue 2016: $220,719Expenses 2016: $231,292Net Income 2016: -$10,5732016Revenue 2017: $195,032Expenses 2017: $199,868Net Income 2017: -$4,8362017Revenue 2018: $173,146Expenses 2018: $168,108Net Income 2018: $5,0382018Revenue 2019: $185,872Expenses 2019: $181,269Net Income 2019: $4,6032019Revenue 2020: $202,123Expenses 2020: $219,206Net Income 2020: -$17,0832020Revenue 2021: $177,551Expenses 2021: $156,729Net Income 2021: $20,8222021Revenue 2022: $243,567Expenses 2022: $247,826Net Income 2022: -$4,2592022Revenue 2023: $245,218Expenses 2023: $260,029Net Income 2023: -$14,8112023Revenue 2024: $143,889Expenses 2024: $140,498Net Income 2024: $3,3912024

Highlighted filing

2024

Revenue$143,889
Expenses$140,498
Net Income$3,391

Filings

Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$243,567
Mission and Program Overview

Mission

The Foundation supports public charities in Eagle County, Colorado and Summit County, Colorado

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$21,001$19,442▼ $1,559
Rtn Earn Endowment Incm Other Fnds$20,301$16,042▼ $4,259
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$21,001$19,442▼ $1,559
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$700$3,400▲ $2,700
Total Liabilities$700$3,400▲ $2,700
Net Assets / Fund Balance
Total Net Assets Fund Balance$20,301$16,042▼ $4,259
Total Liabilities and Net Assets / Fund Balance$21,001$19,442▼ $1,559
Compensation and Service Providers

Board Members and Trustees

NameTitle
Heather WeissPresident
Matt FitzgeraldPresident
Christine HezemyDirector
David KarolyDirector
Didi DoolittleDirector
Jay PetersonDirector
Jaymie RocheDirector
Jill DorrDirector
Jon ClarkDirector
Kathy BellamyDirector
Kelsey WithrowDirector
Kim FritzlerDirector
Susan LytleDirector
Amy GreerController
Tori LordSecretary
Shawna ToporTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$243,567
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$243,567
Change in Net Assets
$-4,259
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$216,476
Other Expenses$31,350
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$216,476--$216,476
Advertising-$28,686-$28,686
Fees for Services Accounting-$1,750-$1,750
Other Expenses-$914-$914
Total Functional Expenses$216,476$31,350$0$247,826
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Smart BelliesBreckenridge, CO-Baskets with kid weekend meals$8,691
Habitat-Humanity Vail ValleyAvon, CO-Provides affordable housing$7,500
Building Hope Summit CountyFrisco, CO-Mental Health supportive services$6,855
Vail Valley Charitable FundEdwards, CO-Help fin'l need in medical crisis$6,600
Family&Intercultural ResrcCntSilverthourne, CO-Serves food without regard to race$6,200
Bright Future FdnAvon, CO-Help those affected by dom violence$5,400
Education Fdn of Eagle CtyAvon, CO-Bridge gap in state & fed educ fund$5,400
Vail Veterans FoundationVail, CO-Provides variety of programming$5,100
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
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
No
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, Part VI, Section A, Line 2

The Officers and Board of Directors work for either East West Partners, Inc. or SSF/VARE LLC. This is largely based on the fact that East West Partners, Inc. is a developer and SSF/VARE LLC is a real estate sales company, both of which have strong ties and relationships with the Summit and Eagle County, CO. towns and neighborhoods. Neither East West Partners, Inc. nor SSF/VARE LLC receive any contracts or compensation from the Foundation. However, SSF/VARE LLC is reimbursed for administrative overhead. SSF/VARE LLC also provides substantial cash donations to the Foundation.

Form 990, Part VI, Section B, Line 11B

The Controller reviews the return prior to filing.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Slifer Smith & Frampton Foundation
EIN
47-2554036
Phone
9707487591
Address
PO Drawer 2770, Avon, CO 81620

Signing Officer

Name
Amy Greer
Title
Controller
Signed
2023-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matt Fitzgerald
Formed
2014
Legal Domicile
Co
Voting Board Members
16
Independent Board Members
0
Employees
0

Preparer

Firm
Trimble Weist Dye & Ezra CPAs
Address
5990 Greenwood Plaza Blvd Suite 203, Greenwood Village, CO 80111
Preparer
David H Ezra
Phone
3032208899
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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/OtherExpensesGrp/Desc0Bank Processing Fees
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IRS990/PrincipalOfficerNm0Matt Fitzgerald
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IRS990/PYTotalRevenueAmt0177551
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0173146
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0982259
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IRS990ScheduleI/RecipientTable/CashGrantAmt16855
IRS990ScheduleI/RecipientTable/CashGrantAmt25400
IRS990ScheduleI/RecipientTable/CashGrantAmt36200
IRS990ScheduleI/RecipientTable/CashGrantAmt47500
IRS990ScheduleI/RecipientTable/CashGrantAmt58691
IRS990ScheduleI/RecipientTable/CashGrantAmt66600
IRS990ScheduleI/RecipientTable/CashGrantAmt75100
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt60
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt70
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Help those affected by dom violence
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1Mental Health supportive services
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2Bridge gap in state & fed educ fund
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3Serves food without regard to race
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4Provides affordable housing
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5Baskets with kid weekend meals
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6Help fin'l need in medical crisis
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7Provides variety of programming
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Bright Future Fdn
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1Building Hope Summit County
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2Education Fdn of Eagle Cty
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3Family&Intercultural ResrcCnt
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4Habitat-Humanity Vail Valley
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5Smart Bellies
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6Vail Valley Charitable Fund
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7Vail Veterans Foundation
IRS990ScheduleI/RecipientTable/RecipientEIN0840938374
IRS990ScheduleI/RecipientTable/RecipientEIN1831871119
IRS990ScheduleI/RecipientTable/RecipientEIN2841585417
IRS990ScheduleI/RecipientTable/RecipientEIN3841252900
IRS990ScheduleI/RecipientTable/RecipientEIN4841278922
IRS990ScheduleI/RecipientTable/RecipientEIN5831557278
IRS990ScheduleI/RecipientTable/RecipientEIN6841359124
IRS990ScheduleI/RecipientTable/RecipientEIN7205254885
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO Box 2558
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1P O Box 1771
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO Box 18533
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3P O Box 1636
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4P O Box 4149
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5P O Box 8374
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6PO Box 2307

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