Civic Intelligence

Rocky Mountain Chapter Afcea

990 • Fiscal year 2024 • EIN 52-1580757

Jan 01, 2024 to Dec 31, 2024 • Filed on May 09, 2025

PO Box 63054Colorado Springs, CO 80962

(719) 930-5318

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

5th percentile

0.00x

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

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

84th percentile

23%

Faster asset growth than 84% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1079%

Faster revenue growth than 99% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$9,916,467

Up $1,843,215 (+23%) from 2023

Net Assets

Up

$9,916,467

Up $1,843,215 (+23%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$6,289,789

Up $5,756,530 (+1079%) from 2023

Expenses

Up

$470,624

Up $43,678 (+10%) from 2023

Net Income

Up

$5,819,165

Up $5,712,852 (+5374%) from 2023

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2010: $1,560,620Liabilities 2010: $4,432Net Assets 2010: $1,556,1882010Assets 2011: $1,914,222Liabilities 2011: $3,164Net Assets 2011: $1,911,0582011Assets 2012: $2,130,272Liabilities 2012: $6,538Net Assets 2012: $2,123,7342012Assets 2013: $2,299,032Liabilities 2013: $4,600Net Assets 2013: $2,294,4322013Assets 2014: $2,322,308Liabilities 2014: $2,523Net Assets 2014: $2,319,7852014Assets 2015: $2,278,716Liabilities 2015: $0Net Assets 2015: $2,278,7162015Assets 2016: $2,721,164Liabilities 2016: $0Net Assets 2016: $2,721,1642016Assets 2017: $3,279,092Liabilities 2017: $0Net Assets 2017: $3,279,0922017Assets 2018: $3,178,679Liabilities 2018: $0Net Assets 2018: $3,178,6792018Assets 2019: $3,935,813Liabilities 2019: $0Net Assets 2019: $3,935,8132019Assets 2020: $5,370,815Liabilities 2020: $0Net Assets 2020: $5,370,8152020Assets 2021: $7,103,467Liabilities 2021: $0Net Assets 2021: $7,103,4672021Assets 2022: $4,934,645Liabilities 2022: $430Net Assets 2022: $4,934,2152022Assets 2023: $8,073,252Liabilities 2023: $0Net Assets 2023: $8,073,2522023Assets 2024: $9,916,467Liabilities 2024: $0Net Assets 2024: $9,916,4672024

Highlighted filing

2024

Assets$9,916,467
Liabilities$0
Net Assets$9,916,467

Operations Trend

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $444,5352010Expenses 2011: $518,2662011Expenses 2012: $474,0142012Revenue 2013: $685,726Expenses 2013: $506,731Net Income 2013: $178,9952013Revenue 2014: $620,659Expenses 2014: $595,306Net Income 2014: $25,3532014Revenue 2015: $699,633Expenses 2015: $623,758Net Income 2015: $75,8752015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $129,650Expenses 2017: $118,323Net Income 2017: $11,3272017Revenue 2018: $228,875Expenses 2018: $147,916Net Income 2018: $80,9592018Revenue 2019: $196,361Expenses 2019: $192,202Net Income 2019: $4,1592019Revenue 2020: $242,551Expenses 2020: $236,255Net Income 2020: $6,2962020Revenue 2021: $292,579Expenses 2021: $302,743Net Income 2021: -$10,1642021Revenue 2022: $645,325Expenses 2022: $541,434Net Income 2022: $103,8912022Revenue 2023: $533,259Expenses 2023: $426,946Net Income 2023: $106,3132023Revenue 2024: $6,289,789Expenses 2024: $470,624Net Income 2024: $5,819,1652024

Highlighted filing

2024

Revenue$6,289,789
Expenses$470,624
Net Income$5,819,165
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 9, 2025
Return Version
2024v5.0
Gross Receipts
$10,292,110
Mission and Program Overview

Mission

To offer annual scholarships and grants for students and teachers in Science, Technology, Engineering, and Math (STEM)

To offer annual scholarships and grants for students and teachers in science, technology, engineering and math (stem).

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$7,992,073$9,852,528▲ $1,860,455
Savings and Temporary Cash Investments$81,179$63,939▼ $17,240
Total Assets$8,073,252$9,916,467▲ $1,843,215
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,073,252$9,916,467▲ $1,843,215
Total Net Assets Fund Balance$8,073,252$9,916,467▲ $1,843,215
Total Liabilities and Net Assets / Fund Balance$8,073,252$9,916,467▲ $1,843,215
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ross MorrellPresident
Phil ParkerExec VP
Kristina HaleySecretary
Jason SimmonsSymposium Co
Richard JanosoTreasurer
Brian SroufeVP, Awards
Shane DeichmanVP, Corp Aff
Russ FellersVP, Educatio
Andrew FunkVP, Emerging
Cody GoodinVP, Emerging
Mike FinnVP, Endowmen
Harold HoangVP, Membersh
Anthony JohnsonVP, Programs
Revenue and Support

Revenue Composition

Contributions and Grants
$452,611
Program Service Revenue
$0
Investment Income
$5,837,178
Other Revenue
$0
All Other Contributions
$452,611
Change in Net Assets
$5,819,165
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$291,625
Other Expenses$178,999
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$291,625--$291,625
Fees for Services Accounting-$2,611-$2,611
Advertising-$2,000-$2,000
Other Expenses$2,596$49-$49
Total Functional Expenses$465,964$4,660$0$470,624
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of ColoradoColorado Springs, CO-Stem Expenses$82,000
Pikes Peak RoboticsColorado Springs, CO-Stem Expenses$65,000
Scripps Howard FoundationCincinnati, OH-Stem Expenses$65,000
Goodwill of ColoradoColorado Springs, CO-Stem Expenses$50,000
Harrison School DistrictColorado Springs, CO501c3Stem Expenses$10,625
Community Partnership forColorado Springs, CO501c3Stem Expenses$10,000
Widefield High SchoolColorado Springs, CO501c3Stem Expenses$9,000
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
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

A draft of the form 990 is provided to the board of directors for review and approval prior to e-filing the return.

Form 990, Page 6, Part VI, Line 12C

Board members annually review the policy and sign a document confirming compliance with the policy.

Form 990, Page 6, Part VI, Line 18

Governing documents are available upon request and via www.guidestar.org.

Form 990, Page 6, Part VI, Line 19

Governing documents are available upon request and via www.guidestar.org.

Filing and Contact Details

Filer

Filer Name
Afcea Education Foundation
EIN
52-1580757
Phone
7199305318
Address
PO BOX 63054, COLORADO SPRINGS, CO 80962
Doing Business As
Afcea Rmc Education Foundation

Signing Officer

Name
Richard Janoso
Title
Treasurer
Phone
7199305318
Signed
2025-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ross Morrell
Formed
1955
Legal Domicile
Co
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
May Jackson Hendrick LLC
Address
18801 E MAINSTREET STE 240, PARKER, CO 80134-3445
Preparer
Lori K Hendrick
Phone
3038414220
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

2024 accomplishments: the rocky mountain chapter (rmc) gained 75 new members and 18 new corporate memberships, furthering the chapter's commitment to increase its presence in the community. The chapter continued to make an enormous impact locally by donating over 450k for stem scholarships, teacher grants, and other stem-related community activities. 50k for stem scholarships was donated to the university of colorado-colorado springs (uccs) and donations for stem teacher grants were increased from 130k to 180k, providing even more support to elementary, middle, and high school teachers, with additional emphasis on title 1 schools. The partnership with goodwill of colorado continued with 50k to support their lift program that trains adults in cybersecurity certifications, focusing on women and veterans. Rmc afcea continued to be the largest nationwide supporter of the scripps howard "if you give a child a book" program, providing over 65k for books for title i elementary school students. 2025 goals: 1) increase individual membership by at least one person 2) increase corporate membership by 1 company 3) establish an afcea headquarters hosted website or maintain an existing one 4) raise at least 400k through chapter fundraising events throughout the year 5) hold a quarterly small business networking event 6) donate 500k to the local community for stem-related education activities 7) attract over 2,000 attendees to rmcs25 8) hold at least two social events during the calendar year for emerging leaders 9) submit at least 2 international awards during the calendar year

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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1COMMUNITY PARTNERSHIP FOR
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3GOODWILL OF COLORADO
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6UNIVERSITY OF COLORADO
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt02024 ACCOMPLISHMENTS: THE ROCKY MOUNTAIN CHAPTER (RMC) GAINED 75 NEW MEMBERS AND 18 NEW CORPORATE MEMBERSHIPS, FURTHERING THE CHAPTER'S COMMITMENT TO INCREASE ITS PRESENCE IN THE COMMUNITY. THE CHAPTER CONTINUED TO MAKE AN ENORMOUS IMPACT LOCALLY BY DONATING OVER 450K FOR STEM SCHOLARSHIPS, TEACHER GRANTS, AND OTHER STEM-RELATED COMMUNITY ACTIVITIES. 50K FOR STEM SCHOLARSHIPS WAS DONATED TO THE UNIVERSITY OF COLORADO-COLORADO SPRINGS (UCCS) AND DONATIONS FOR STEM TEACHER GRANTS WERE INCREASED FROM 130K TO 180K, PROVIDING EVEN MORE SUPPORT TO ELEMENTARY, MIDDLE, AND HIGH SCHOOL TEACHERS, WITH ADDITIONAL EMPHASIS ON TITLE 1 SCHOOLS. THE PARTNERSHIP WITH GOODWILL OF COLORADO CONTINUED WITH 50K TO SUPPORT THEIR LIFT PROGRAM THAT TRAINS ADULTS IN CYBERSECURITY CERTIFICATIONS, FOCUSING ON WOMEN AND VETERANS. RMC AFCEA CONTINUED TO BE THE LARGEST NATIONWIDE SUPPORTER OF THE SCRIPPS HOWARD "IF YOU GIVE A CHILD A BOOK" PROGRAM, PROVIDING OVER 65K FOR BOOKS FOR TITLE I ELEMENTARY SCHOOL STUDENTS. 2025 GOALS: 1) INCREASE INDIVIDUAL MEMBERSHIP BY AT LEAST ONE PERSON 2) INCREASE CORPORATE MEMBERSHIP BY 1 COMPANY 3) ESTABLISH AN AFCEA HEADQUARTERS HOSTED WEBSITE OR MAINTAIN AN EXISTING ONE 4) RAISE AT LEAST 400K THROUGH CHAPTER FUNDRAISING EVENTS THROUGHOUT THE YEAR 5) HOLD A QUARTERLY SMALL BUSINESS NETWORKING EVENT 6) DONATE 500K TO THE LOCAL COMMUNITY FOR STEM-RELATED EDUCATION ACTIVITIES 7) ATTRACT OVER 2,000 ATTENDEES TO RMCS25 8) HOLD AT LEAST TWO SOCIAL EVENTS DURING THE CALENDAR YEAR FOR EMERGING LEADERS 9) SUBMIT AT LEAST 2 INTERNATIONAL AWARDS DURING THE CALENDAR YEAR
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO E-FILING THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ANNUALLY REVIEW THE POLICY AND SIGN A DOCUMENT CONFIRMING COMPLIANCE WITH THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AND VIA WWW.GUIDESTAR.ORG.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST AND VIA WWW.GUIDESTAR.ORG.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.92$0.00$9.92$6.29$0.47$5.82
2023Summary only. Only limited summary data is available for this year.$8.07$0.00$8.07$0.53$0.43$0.11
2022Summary only. Only limited summary data is available for this year.$4.93$0.00$4.93$0.65$0.54$0.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.10$0.00$7.10$0.29$0.30$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.37$0.00$5.37$0.24$0.24$0.01
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.94$0.00$3.94$0.20$0.19$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.18$0.00$3.18$0.23$0.15$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.28$0.00$3.28$0.13$0.12$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.72$0.00$2.72$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.70$0.62$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.62$0.60$0.03
2013Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.29$0.69$0.51$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.13$0.01$2.12$0.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.91$0.00$1.91$0.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.00$1.56$0.44