Civic Intelligence

Treasure Caretaker Training

EIN 47-2857160 • 501(c)3 • Boulder, CO

Pub. 78 Eligible990-N CoverageNTEE A20

Profile

Preservation of sacred Buddhist art treasures

1345 Spruce St 2nd FloorBoulder, CO 80302

www.treasuresresource.com

Siviq Scores

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

Liabilities / Assets

65th percentile

0.00x

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

NTEE A • <$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

NTEE A • <$500k nonprofits • Source year 2024

Net Margin

2nd percentile

-273%

Higher net margin than 2% of similar nonprofits.

NTEE A • <$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

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2024

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$18,175

Down $132,834 (-88%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$18,175

Down $132,834 (-88%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Down

$48,712

Down $172,345 (-78%) from 2023

Expenses

Up

$181,546

Up $85,067 (+88%) from 2023

Net Income

Down

-$132,834

Down $257,412 (-207%) from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2021: $60,083Net Assets 2021: $60,0832021Assets 2022: $26,431Net Assets 2022: $26,4312022Assets 2023: $151,009Liabilities 2023: $0Net Assets 2023: $151,0092023Assets 2024: $18,175Liabilities 2024: $0Net Assets 2024: $18,1752024

Highlighted filing

2024

Assets$18,175
Liabilities$0
Net Assets$18,175
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0-$100K-$200KRevenue 2021: $81,660Expenses 2021: $21,577Net Income 2021: $60,0832021Revenue 2022: $29,914Expenses 2022: $63,566Net Income 2022: -$33,6522022Revenue 2023: $221,057Expenses 2023: $96,479Net Income 2023: $124,5782023Revenue 2024: $48,712Expenses 2024: $181,546Net Income 2024: -$132,8342024

Highlighted filing

2024

Revenue$48,712
Expenses$181,546
Net Income-$132,834
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$18,175
Liabilities
$0
Net assets
$18,175
Revenue
$48,712
Expenses
$181,546
Net income
-$132,834
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.00$0.18$0.49$1.82$1.33
2023Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$2.21$0.96$1.25
2022Detailed filing. Detailed filing data is available for this year.$0.26$0.26$0.30$0.64$0.34
2021Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.82$0.22$0.60
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 22, 2025
Return Version
2024v5.2
Gross Receipts
$48,712
Mission and Program Overview

Mission

Preservation of sacred Buddhist art treasures

Provide

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$151,009$18,175▼ $132,834
Rtn Earn Endowment Incm Other Fnds$151,009$18,175▼ $132,834
Total Assets$151,009$18,175▼ $132,834
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$151,009$18,175▼ $132,834
Total Liabilities and Net Assets / Fund Balance$151,009$18,175▼ $132,834
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Ann ShaftelExecutive DirectorFT$24,000$24,000

Board Members and Trustees

NameTitle
Alexander HalpernBoard Member
Dekyong LhamoBoard Member
Dzogchen Ponlop RinpocheBoard Member
Lok ChitrikarBoard Member
Tashi ChodronBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$48,712
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$48,712
Change in Net Assets
$-132,834
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$157,546
Salaries, Compensation, and Employee Benefits$24,000
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$24,000--$24,000
Fees for Services Accounting-$1,050-$1,050
Office Expenses-$392-$392
Other Expenses$155,994$110-$110
Total Functional Expenses$179,994$1,552$0$181,546
International Activity

International Summary

Employees
2
Spending
$159,994

International Activities

RegionActivityServicesOfficesEmployeesSpending
East Asia and the PacificProgram servicesArt conservation-2$159,994
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
Yes
Audit committee
No
Backup withholding compliance
Yes
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
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, Part VI, Line 11B

“The draft tax return is reviewed and approved by the Executive Director and by the organizations legal counsel.”

Form 990, Part VI, Line 19

“The organizations organizing documents and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Treasure Caretaker Training
EIN
47-2857160
In Care Of
% Alex Halpern
Phone
9022221467
Address
1345 Spruce St 2nd Floor, Boulder, CO 80302

Signing Officer

Name
Ann Shaftel
Title
Executive Director
Phone
9022221467
Signed
2025-09-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ann Shaftel
Formed
2015
Legal Domicile
Co
Voting Board Members
6
Independent Board Members
5
Employees
0

Preparer

Firm
Lindsay Vinyard CPA
Address
1800 30th St 201Q, Boulder, CO 80301
Preparer
Lindsay Vinyard
Phone
3034436760
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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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