Civic Intelligence

Welker Educational Scholarship and Loan Fund

990 • Fiscal year 2016 • EIN 51-0157280

Jan 01, 2016 to Dec 31, 2016 • Filed on May 03, 2017

Organization ProfileN/A
PO Box 1159Longmont, CO 80502-1159

(303) 776-5800

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

82nd percentile

23%

Higher net margin than 82% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

37th percentile

$15,026

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 29.2% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

49th percentile

1.0%

Faster asset growth than 49% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

74th percentile

17%

Faster revenue growth than 74% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,178,973

Up $11,966 (+1.0%) from 2015

Net Assets

Up

$1,178,973

Up $11,966 (+1.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin82nd percentile

Revenue

Up

$51,397

Up $7,593 (+17%) from 2015

Expenses

Down

$39,431

Down $3,054 (-7.2%) from 2015

Net Income

Up

$11,966

Up $10,647 (+807%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2016

Assets$1,178,973
Liabilities$0
Net Assets$1,178,973
Open 2016 Filing

Operations Trend

Revenue Growth74th percentile

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

2016

Revenue$51,397
Expenses$39,431
Net Income$11,966
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 3, 2017
Return Version
2016v3.0
Gross Receipts
$125,084
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$1,167,007$1,178,973▲ $11,966
Investments in Publicly Traded Securities$955,010$971,348▲ $16,338
Investments Other Securities$179,512$179,512→ $0
Savings and Temporary Cash Investments$32,485$28,113▼ $4,372
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,167,007$1,178,973▲ $11,966
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,167,007$1,178,973▲ $11,966
Total Liabilities and Net Assets / Fund Balance$1,167,007$1,178,973▲ $11,966

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$89,512--
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleBaseTotal
-Trustee$15,026$15,026
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$48,702
Other Revenue
$2,695
Change in Net Assets
$11,966
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$22,102
Salaries, Compensation, and Employee Benefits$10,518
Other Expenses$6,811
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$22,102--$22,102
Current Officers, Directors, Trustees, and Key Employees$5,259$5,259-$10,518
Fees for Service Investment Mgmnt Fees$2,254$2,254-$4,508
Fees for Services Accounting$752$753-$1,505
Other Expenses$382--$382
Total Functional Expenses$31,165$8,266$0$39,431
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Vrain Valley SchoolsLongmont, CO501(c)(3)To Provide Funds for College Scholarships or Loans to Graduates of St. Vrain Valley High Schools$22,102
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 11B

“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

Filer Name
Welker Educational Scholarship & Loan Fd
EIN
51-0157280
Phone
3037765800
Address
PO BOX 1159, LONGMONT, CO 80502-1159

Signing Officer

Name
Guaranty Bank and Trust Company
Title
Trustee
Phone
9707765800
Signed
2017-05-03
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

Firm
Brock and Company Cpas Pc
Address
3711 JFK PARKWAY 315, FORT COLLINS, CO 80525
Preparer
Susan R Johnson CPA
Phone
9702237855
Raw XML Appendix317 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
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IRS990/BooksInCareOfDetail/PhoneNum03037765800
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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 DETERMINE THE SCHOLARSHIP RECIPIENTS AND, WITHOUT LIMIT AS TO THE TOTAL NUMBER, MAY OFFER SCHOLARSHIPS OR LOANS, OR BOTH, AT THE BOARD'S DISCRETION, TO BE USED IN NON-SECTARIAN SCHOOLS IN THE STATE OF COLORADO TO GRADUATES OF THE DISTRICT'S HIGH SCHOOLS.
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IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt093521
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IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/PartialLiquidationInd00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ACCORDING TO THE TRUST AGREEMENT, WELKER EDUCATIONAL AND SCHOLARSHIP LOAN FUND IS REQUIRED TO DISTRIBUTE THE NET INCOME TO THE ST. VRAIN VALLEY SCHOOL DISTRICT NOT LESS OFTEN THAN ANNUALLY. CURRENTLY, THE NET INCOME IS DISTRIBUTED TO THE SCHOOL DISTRICT ON A QUARTERLY BASIS. THE BOARD OF EDUCATION, IN ITS SOLE DISCRETION, IS AUTHORIZED TO DETERMINE THE SCHOLARSHIP RECIPIENTS. THE SCHOOL DISTRICT DISPERSES THE SCHOLARSHIPS DIRECTLY TO THE SCHOOLS AND/OR COLLEGES BEING ATTENDED BY THE SCHOLARSHIP RECIPIENTS. FUNDS PENDING DISBURSEMENT ARE HELD IN A RESTRICTED ACCOUNT AND ARE NOT COMMINGLED WITH OTHER ACCOUNTS. IN ADDITION, GUARANTY BANK AND TRUST COMPANY LISTS THE AVAILABLITY OF THE WELKER EDUCATIONAL SCHOLARSHIP ON IT'S WEBSITE AND DIRECTS INTERESTED STUDENTS TO THEIR HIGH SCHOOL COUNSELOR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUSTEE OF WELKER EDUCATIONAL SCHOLARSHIP AND LOAN FUND COMMUNICATES WITH THE SUPERINTENDENT OF ST. VRAIN VALLEY SCHOOL DISTRICT REGARDING THE AMOUNT OF MONEY AVAILABLE FOR SCHOLARSHIPS AND THE TIMING OF DISBURSEMENTS. THE BOARD RECEIVES AN ANNUAL REPORT ON THE SCHOLARSHIP RECIPIENTS. THE ARRANGEMENT BETWEEN THE FUND AND THE SCHOOL DISTRICT IS SUMMARIZED IN A DOCUMENT THAT REQUIRES THE BOARD OF EDUCATION TO REVIEW THEIR POLICY AND PROCEDURES RELATED TO THESE SCHOLARSHIP FUNDS EVERY FIVE YEARS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PAGE 5, SECTION E, LINE 1C
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SCHEDULE A, PAGE 5, SECTION D, LINE 2
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE FUNDS FOR COLLEGE SCHOLARSHIPS OR LOANS TO GRADUATES OF ST. VRAIN VALLEY HIGH SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST VRAIN VALLEY SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientEIN0846014380
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0395 SOUTH PRATT PKWY
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LONGMONT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd080501
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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08266
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt031165
IRS990/TotalFunctionalExpensesGrp/TotalAmt039431
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01167007
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01178973
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt031165
IRS990/TotalReportableCompFromOrgAmt015026
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt051397
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt051397
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01167007
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01178973
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0401 MAIN STREET
IRS990/USAddress/CityNm0LONGMONT
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080501
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GUARANTY BANK AND TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09707765800
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WELKER EDUCATIONAL SCHOLARSHIP & LOAN FD
ReturnHeader/Filer/BusinessNameControlTxt0WELK
ReturnHeader/Filer/EIN0510157280
ReturnHeader/Filer/PhoneNum03037765800
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1159
ReturnHeader/Filer/USAddress/CityNm0LONGMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd0805021159
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07A75D9CA050A39D95DBF802D565E01278FEE8682
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0869191F28EA3F767DA315CCE1719910031B8FE83
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0104.153.159.2
ReturnHeader/FilingSecurityInformation/IPDt02017-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm011:03:43
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840930288
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROCK AND COMPANY CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03711 JFK PARKWAY 315
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FORT COLLINS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080525
ReturnHeader/PreparerPersonGrp/PhoneNum09702237855
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN R JOHNSON CPA
ReturnHeader/ReturnTs02017-05-11T16:14:47-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,178,973
Liabilities
$0
Net assets
$1,178,973
Revenue
$51,397
Expenses
$39,431
Net income
$11,966
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
2016Detailed filing. Detailed filing data is available for this year.$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. 2016 filings • 501(c)3 • $1M-$5M nonprofits