Civic Intelligence

Treasure Caretaker Training

990EZ • Fiscal year 2021 • EIN 47-2857160

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2024

1345 Spruce St 2nd FloorBoulder, CO 80302

(902) 222-1467

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2021

Net Margin

90th percentile

74%

Higher net margin than 90% of similar nonprofits.

2021 filings • NTEE A20 • <$500k nonprofits • Source year 2021

Top Officer Pay

85th percentile

$15,372

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 18.8% of source-year revenue.

2021 filings • NTEE A20 • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Assets

$60,083

No earlier filing loaded for comparison.

Net Assets

$60,083

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$81,660

No earlier filing loaded for comparison.

Expenses

$21,577

No earlier filing loaded for comparison.

Net Income

$60,083

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2021

Assets$60,083
Liabilities-
Net Assets$60,083

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2021

Revenue$81,660
Expenses$21,577
Net Income$60,083
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2024
Return Version
2021v4.2
Gross Receipts
$81,660
Mission and Program Overview

Mission

Preservation of sacred Buddhist art treasures

Program Services

DescriptionGrantsExpenses
Online education and outreach-$7,000
Website development-$5,000
Planning meetings with visiting and remote Buddhist monastery and community leaders-$5,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ann ShaftelExecutive DirectorFT$15,372-$15,372
Dzogchen Ponlop RinpocheBoard Member-$0--
Lok ChitrikarBoard Member-$0--
Tashi ChodronBoard Member-$0--
Alexander HalpernBoard Member-$0--
Dekyong LhamoBoard Member-$0--
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
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Lindsay Vinyard CPA
Address
1800 30th St 210F, Boulder, CO 80301
Preparer
Lindsay Vinyard
Phone
3034436760
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Office expenses 854

Form 990-EZ, Part I, Line 16, Other Expenses

General and administrative expenses 87

Raw XML Appendix143 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/PersonNm0Alexander Halpern
IRS990EZ/BooksInCareOfDetail/PhoneNum03034496180
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01345 Spruce St 2nd Floor
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Boulder
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080302
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt060083
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt081660
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt060083
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt05264
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt060083
IRS990EZ/GrossReceiptsAmt081660
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt060083
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt060083
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0050.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt015372
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Ann Shaftel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Dzogchen Ponlop Rinpoche
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lok Chitrikar
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tashi Chodron
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Alexander Halpern
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Dekyong Lhamo
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0941
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Preservation of sacred Buddhist art treasures
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Online education and outreach
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Website development
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Planning meetings with visiting and remote Buddhist monastery and community leaders
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt15000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt25000
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt015372
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt021577
IRS990EZ/TotalProgramServiceExpensesAmt017000
IRS990EZ/TotalRevenueAmt081660
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.treasuresresource.com
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt081660
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt081660
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt081660
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt081660
IRS990ScheduleA/Total509Grp/TotalAmt081660
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt081660
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt081660
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office expenses 854
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1General and administrative expenses 87
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Ann Shaftel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09022221467
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Treasure Caretaker Training
ReturnHeader/Filer/BusinessNameControlTxt0TREA
ReturnHeader/Filer/EIN0472857160
ReturnHeader/Filer/InCareOfNm0% Alex Halpern
ReturnHeader/Filer/PhoneNum09022221467
ReturnHeader/Filer/USAddress/AddressLine1Txt01345 Spruce St 2nd Floor
ReturnHeader/Filer/USAddress/CityNm0Boulder
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080302
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841100010
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lindsay Vinyard CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01800 30th St 210F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boulder
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080301
ReturnHeader/PreparerPersonGrp/PhoneNum03034436760
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lindsay Vinyard
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-15T03:47:49-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings