Civic Intelligence

Welker Educational Scholarship and Loan Fund

990 • Fiscal year 2013 • EIN 51-0157280

Jan 01, 2013 to Dec 31, 2013 • Filed on May 05, 2014

Organization ProfileN/A
PO Box 115980502-1159

(303) 776-5800

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

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

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

85th percentile

34%

Higher net margin than 85% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

40th percentile

$11,525

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

50th percentile

2.0%

Faster asset growth than 50% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$1,146,630

Up $22,109 (+2.0%) from 2012

Net Assets

Up

$1,146,630

Up $22,109 (+2.0%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin85th percentile

Revenue

$65,050

No earlier filing loaded for comparison.

Expenses

Up

$42,941

Up $12 (+0.0%) from 2012

Net Income

$22,109

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,043,263Liabilities 2010: $0Net Assets 2010: $1,043,2632010Assets 2011: $1,062,541Liabilities 2011: $0Net Assets 2011: $1,062,5412011Assets 2012: $1,124,521Liabilities 2012: $0Net Assets 2012: $1,124,5212012Assets 2013: $1,146,630Liabilities 2013: $0Net Assets 2013: $1,146,6302013Assets 2014: $1,165,688Liabilities 2014: $0Net Assets 2014: $1,165,6882014Assets 2015: $1,167,007Liabilities 2015: $0Net Assets 2015: $1,167,0072015Assets 2016: $1,178,973Liabilities 2016: $0Net Assets 2016: $1,178,9732016Assets 2017: $1,188,768Liabilities 2017: $0Net Assets 2017: $1,188,7682017Assets 2018: $1,225,057Liabilities 2018: $0Net Assets 2018: $1,225,0572018Assets 2019: $1,234,076Liabilities 2019: $0Net Assets 2019: $1,234,0762019Assets 2020: $1,382,409Liabilities 2020: $0Net Assets 2020: $1,382,4092020Assets 2021: $1,494,661Liabilities 2021: $0Net Assets 2021: $1,494,6612021Assets 2022: $1,536,439Liabilities 2022: $0Net Assets 2022: $1,536,4392022Assets 2023: $1,573,645Liabilities 2023: $0Net Assets 2023: $1,573,6452023Assets 2024: $1,546,211Liabilities 2024: $0Net Assets 2024: $1,546,2112024

Highlighted filing

2013

Assets$1,146,630
Liabilities$0
Net Assets$1,146,630
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2010: $38,7112010Expenses 2011: $37,7292011Expenses 2012: $42,9292012Revenue 2013: $65,050Expenses 2013: $42,941Net Income 2013: $22,1092013Revenue 2014: $56,870Expenses 2014: $37,812Net Income 2014: $19,0582014Revenue 2015: $43,804Expenses 2015: $42,485Net Income 2015: $1,3192015Revenue 2016: $51,397Expenses 2016: $39,431Net Income 2016: $11,9662016Revenue 2017: $47,713Expenses 2017: $37,918Net Income 2017: $9,7952017Revenue 2018: $81,905Expenses 2018: $45,616Net Income 2018: $36,2892018Revenue 2019: $56,628Expenses 2019: $47,609Net Income 2019: $9,0192019Revenue 2020: $196,499Expenses 2020: $48,166Net Income 2020: $148,3332020Revenue 2021: $167,621Expenses 2021: $55,369Net Income 2021: $112,2522021Revenue 2022: $109,086Expenses 2022: $67,308Net Income 2022: $41,7782022Revenue 2023: $97,282Expenses 2023: $59,556Net Income 2023: $37,7262023Revenue 2024: $58,672Expenses 2024: $86,429Net Income 2024: -$27,7572024

Highlighted filing

2013

Revenue$65,050
Expenses$42,941
Net Income$22,109
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 5, 2014
Return Version
2013v3.0
Gross Receipts
$299,534
Mission and Program Overview

Mission

NONE

To provide funds to st. Vrain valley school district re-1j for college scholarships and loans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,124,521$1,146,630▲ $22,109
Investments in Publicly Traded Securities$746,408$576,874▼ $169,534
Investments Other Securities$340,000$453,196▲ $113,196
Savings and Temporary Cash Investments$32,782$110,758▲ $77,976
Cash and Non-Interest-Bearing Accounts$5,331$5,802▲ $471
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,124,521$1,146,630▲ $22,109
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,124,521$1,146,630▲ $22,109
Total Liabilities and Net Assets / Fund Balance$1,124,521$1,146,630▲ $22,109

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$63,196--
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleBaseTotal
Guaranty Bank and Trust CompanyTrustee$11,525$11,525
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$62,698
Other Revenue
$2,352
Change in Net Assets
$22,109
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$29,333
Salaries, Compensation, and Employee Benefits$11,526
Other Expenses$2,082
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$29,333--$29,333
Current Officers, Directors, Trustees, and Key Employees$5,763$5,763-$11,526
Fees for Services Accounting$575$575-$1,150
Other Expenses-$399-$399
Total Functional Expenses$35,671$7,270$0$42,941
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
84-6014380-501(c)(3)To Provide Funds for College Scholarships or Loans to Graduates of St. Vrain Valley High Schools$29,333
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
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 B, Line 11

“This form 990 is reviewed by a trust officer prior to filing of the form 990.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are made available to the public upon request.”

Filing and Contact Details

Filer

EIN
51-0157280
Phone
3037765800

Signing Officer

Name
Guaranty Bank and Trust Company
Title
Trustee
Phone
9707765800
Signed
2014-05-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Guaranty Bank and Trust C
Formed
1969
Legal Domicile
Co
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Preparer
Susan R Johnson
Phone
9702237855
Raw XML Appendix309 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE FUNDS TO ST. VRAIN VALLEY SCHOOL DISTRICT RE-1J FOR COLLEGE SCHOLARSHIPS AND LOANS.
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10GUARANTY BANK AND TRUST COMPANY
IRS990/BooksInCareOfDetail/PhoneNum03037765800
IRS990/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 1159
IRS990/BooksInCareOfDetail/USAddress/City0LONGMONT
IRS990/BooksInCareOfDetail/USAddress/State0CO
IRS990/BooksInCareOfDetail/USAddress/ZIPCode080502
IRS990/BusinessRlnWithFamMemInd00
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IRS990/CollectionsOfArtInd00
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IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt05763
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt011526
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
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IRS990/CYInvestmentIncomeAmt062698
IRS990/CYOtherExpensesAmt02082
IRS990/CYOtherRevenueAmt02352
IRS990/CYProgramServiceRevenueAmt00
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IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ALL NET INCOME OF THE WELKER EDUCATIONAL SCHOLARSHIP AND LOAN FUND IS PAID BY THE TRUSTEE TO THE BOARD OF EDUCATION OF SCHOOL DISTRICT RE-1J, LONGMONT, COLORADO, AT LEAST ANNUALLY. THE BOARD OF EDUCATION IS AUTHORIZED TO OFFER BENEFITS INCLUDING LOANS OR SCHOLARSHIPS OR BOTH, AT ITS OWN DISCRETION, TO BE USED IN NON-SECTARIAN SCHOOLS IN THE STATE OF COLORADO TO GRADUATES OF THE DISTRICT'S HIGH SCHOOLS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
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IRS990/FamilyOrBusinessRlnInd00
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IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01969
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
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IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt029333
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt029333
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0265555
IRS990/GrossReceiptsAmt0299534
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt031627
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt031627
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0340000
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0453196
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0746408
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0576874
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0234484
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt01921
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt01921
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01124521
IRS990/NetAssetsOrFundBalancesEOYAmt01146630
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt031071
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt031071
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/Desc1FOREIGN TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0533
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1399
IRS990/OtherExpensesGrp/TotalAmt0533
IRS990/OtherExpensesGrp/TotalAmt1399
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0NON-DIVIDEND DISTRIBUT
IRS990/OtherRevenueMiscGrp/Desc1SECURITY LITIGATION SE
IRS990/OtherRevenueMiscGrp/Desc2PROCEEDS IPO
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0425
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt14
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt22
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0425
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt14
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt22
IRS990/OtherRevenueTotalAmt02352
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0GUARANTY BANK AND TRUST C
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt028469
IRS990/PYInvestmentIncomeAmt0104697
IRS990/PYOtherExpensesAmt03436
IRS990/PYOtherRevenueAmt0212
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt061980
IRS990/PYSalariesCompEmpBnftPaidAmt011024
IRS990/PYTotalExpensesAmt042929
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0104909
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt022109
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt032782
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0110758
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0846014380
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc06
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt029333
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10ST VRAIN VALLEY SCHOOL DISTRICT RE-1J
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd01
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt029333
IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt160000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt295000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt3175000
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0COLUMBIA ACORN TRUST CLASS R5
IRS990ScheduleD/OtherSecuritiesGrp/Desc1HARBOR FD INTL FD INSTL
IRS990ScheduleD/OtherSecuritiesGrp/Desc2TEMPLETON INCOME TR GLOBAL BD FD A
IRS990ScheduleD/OtherSecuritiesGrp/Desc3PIMCO FUNDS PACIFIC TOTAL RETURN
IRS990ScheduleD/OtherSecuritiesGrp/Desc4VANGUARD INTL EQUITY INDEXFUND EMER MKT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt029333
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE FUNDS FOR COLLEGE SCHOLARSHIPS OR LOANS TO GRADUATES OF ST. VRAIN VALLEY HIGH SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10ST VRAIN VALLEY SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientEIN0846014380
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10395 SOUTH PRATT PKWY
IRS990ScheduleI/RecipientTable/USAddress/City0LONGMONT
IRS990ScheduleI/RecipientTable/USAddress/State0CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode080501
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0N/A - CASH
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE FUND DOCUMENT AND SUBSEQUENT COURT ORDERS PROVIDES THAT THE FUND IS TO "PAY ALL OF THE NET INCOME FROM THE FUND CURRENTLY TO THE SCHOOL DISTRICT." THE BOARD OF EDUCATION HAS THE DISCRETION TO OFFER SCHOLARSHIPS OR LOANS, OR BOTH, TO BE USED IN "NON-SECTARIAN SCHOOLS IN THE STATE OF COLORADO." A LIST OF RECIPIENTS AND THE SCHOOLS THEY WILL BE ATTENDING IS PROVIDED BY THE BOARD OF EDUCATION TO THE WELKER EDUCATIONAL SCHOLARSHIP AND LOAN FUND.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS FORM 990 IS REVIEWED BY A TRUST OFFICER PRIOR TO FILING OF THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalAssetsEOYAmt01146630
IRS990/TotalAssetsGrp/BOYAmt01124521
IRS990/TotalAssetsGrp/EOYAmt01146630
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07270
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IRS990/TotalFunctionalExpensesGrp/TotalAmt042941
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt011525
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt065050
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt065050
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01124521
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10401 MAIN STREET
IRS990/USAddress/City0LONGMONT
IRS990/USAddress/State0CO
IRS990/USAddress/ZIPCode080501
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GUARANTY BANK AND TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09707765800
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10WELKER EDUCATIONAL SCHOLARSHIP & LOAN FD
ReturnHeader/Filer/BusinessNameControlTxt0WELK
ReturnHeader/Filer/EIN0510157280
ReturnHeader/Filer/PhoneNum03037765800
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1159
ReturnHeader/Filer/USAddress/City0LONGMONT
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode0805021159
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840930288
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10BROCK AND COMPANY CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine103711 JFK PARKWAY 315
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0FORT COLLINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode080525
ReturnHeader/PreparerPersonGrp/PhoneNum09702237855
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN R JOHNSON
ReturnHeader/ReturnTs02014-05-12T09:21:56-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,146,630
Liabilities
$0
Net assets
$1,146,630
Revenue
$65,050
Expenses
$42,941
Net income
$22,109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$0.00$1.55$0.06$0.09$0.03
2023Summary only. Only limited summary data is available for this year.$1.57$0.00$1.57$0.10$0.06$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.00$1.54$0.11$0.07$0.04
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.49$0.00$1.49$0.17$0.06$0.11
2020Summary only. Only limited summary data is available for this year.$1.38$0.00$1.38$0.20$0.05$0.15
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.06$0.05$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.08$0.05$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.00$1.19$0.05$0.04$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.05$0.04$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.17$0.00$1.17$0.04$0.04$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.06$0.04$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.07$0.04$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.00$1.12$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.00$1.06$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.04$0.00$1.04$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1M-$5M nonprofits