Civic Intelligence

Rowan Tree Foundation

990EZ • Fiscal year 2014 • EIN 65-1250976

Jan 01, 2014 to Dec 31, 2014 • Filed on May 14, 2015

Organization ProfileWWW.ROWANTREEFOUNDATION.ORG
PO Box 393Parker, CO 80134

(303) 378-4300

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 2014

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2014

Net Margin

89th percentile

40%

Higher net margin than 89% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

66th percentile

14%

Faster asset growth than 66% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

56th percentile

5.3%

Faster revenue growth than 56% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$44,607

Up $5,308 (+14%) from 2013

Net Assets

Up

$44,607

Up $5,308 (+14%) from 2013

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin89th percentile

Revenue

Up

$13,302

Up $664 (+5.3%) from 2013

Expenses

Down

$7,994

Down $39 (-0.5%) from 2013

Net Income

Up

$5,308

Up $703 (+15%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

$80K$60K$40K$20K$0Assets 2011: $29,099Liabilities 2011: $0Net Assets 2011: $29,0992011Assets 2012: $34,694Net Assets 2012: $34,6942012Assets 2013: $39,299Net Assets 2013: $39,2992013Assets 2014: $44,607Net Assets 2014: $44,6072014Assets 2015: $44,081Net Assets 2015: $44,0812015Assets 2016: $47,702Liabilities 2016: $2,571Net Assets 2016: $45,1312016Assets 2017: $49,823Liabilities 2017: $2,571Net Assets 2017: $47,2522017Assets 2018: $57,581Liabilities 2018: $2,571Net Assets 2018: $55,0102018Assets 2019: $60,173Liabilities 2019: $2,571Net Assets 2019: $57,6022019Assets 2020: $62,654Liabilities 2020: $2,571Net Assets 2020: $60,0832020Assets 2021: $62,551Liabilities 2021: $2,571Net Assets 2021: $59,9802021Assets 2022: $57,671Liabilities 2022: $2,571Net Assets 2022: $55,1002022Assets 2023: $63,737Liabilities 2023: $2,571Net Assets 2023: $61,1662023Assets 2024: $55,310Liabilities 2024: $2,571Net Assets 2024: $52,7392024

Highlighted filing

2014

Assets$44,607
Liabilities-
Net Assets$44,607
Open 2014 Filing

Operations Trend

Revenue Growth56th percentile

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

$30K$20K$10K$0-$10KRevenue 2011: $20,110Expenses 2011: $8,826Net Income 2011: $11,2842011Revenue 2012: $15,208Expenses 2012: $9,613Net Income 2012: $5,5952012Revenue 2013: $12,638Expenses 2013: $8,033Net Income 2013: $4,6052013Revenue 2014: $13,302Expenses 2014: $7,994Net Income 2014: $5,3082014Revenue 2015: $8,689Expenses 2015: $9,216Net Income 2015: -$5272015Revenue 2016: $11,459Expenses 2016: $10,408Net Income 2016: $1,0512016Revenue 2017: $8,850Expenses 2017: $6,730Net Income 2017: $2,1202017Revenue 2018: $13,578Expenses 2018: $5,820Net Income 2018: $7,7582018Revenue 2019: $10,521Expenses 2019: $7,929Net Income 2019: $2,5922019Revenue 2020: $5,883Expenses 2020: $3,402Net Income 2020: $2,4812020Revenue 2021: $8,294Expenses 2021: $8,397Net Income 2021: -$1032021Revenue 2022: $6,847Expenses 2022: $11,727Net Income 2022: -$4,8802022Revenue 2023: $14,074Expenses 2023: $8,008Net Income 2023: $6,0662023Revenue 2024: $14,759Expenses 2024: $23,186Net Income 2024: -$8,4272024

Highlighted filing

2014

Revenue$13,302
Expenses$7,994
Net Income$5,308
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 14, 2015
Return Version
2014v5.0
Gross Receipts
$13,302
Mission and Program Overview

Mission

Promote information exchange focusing on grief management. Provide grief information and resources to educate and encourage individuals during periods of grief in their lives.

Program Services

DescriptionGrantsExpenses
HELD A BUTTERFLY RELEASE MEMORIAL EVENT AT OUR MEMORIAL PLAZA IN THE PARK.-$2,558
HELD A CANDLELIGHT MEMORIAL EVENT AT OUR MEMORIAL PLAZA IN THE PARK.-$912
MARKETED ORGANIZATION AND WEBSITE THROUGH NEWSLETTERS AND TARGETED ADVERTSING, AND SITE IMPROVEMENTS.--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
CORRINNE O'FLYNNExecutive Di-$0--
MICHAEL O'FLYNNDirector-$0--
REBECCA THOMPSONDirector-$0--
SANDRA COURTNEY-WHERRYDirector-$0--
JEN MAYESDirector-$0--
JENNY HAYNESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rowan Tree Foundation
EIN
65-1250976
Phone
3033784300
Address
PO BOX 393, PARKER, CO 80134

Signing Officer

Name
CORINNE O'FLYNN
Title
Executive Director
Phone
3033784300
Signed
2015-05-14
Discuss with paid preparer
Yes

Preparer

Firm
The Wenner Group LLC
Address
8101 E PRENTICE AVE STE 800, GREENWOOD VILLAGE, CO 80111-2935
Preparer
Bruce R Bendell
Phone
3037715300
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 158 insurance 548 bank charges 293 dues and subscriptions 1,597 event costs 586 license and permits 68 miscellaneous 1,283 miscellaneous 912 total 5,445”

Form 990-ez, Part II, Line 24

“1,050 1,050 less accumulated amortization 1,050 1,050 total 0 0”

Form 990-ez, Part III

“Promote information exchange focusing on grief management. Provide grief information and resources to educate and encourage individuals during periods of grief in their lives.”

Raw XML Appendix140 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/PersonNm0CORINNE O'FLYNN
IRS990EZ/BooksInCareOfDetail/PhoneNum03033784300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt05147 MINING CAMP TRAIL
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PARKER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080134
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt039299
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt044607
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013302
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05308
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01671
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt039299
IRS990EZ/Form990TotalAssetsGrp/EOYAmt044607
IRS990EZ/GrossReceiptsAmt013302
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt039299
IRS990EZ/NetAssetsOrFundBalancesEOYAmt044607
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt039299
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt044607
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CORRINNE O'FLYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL O'FLYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REBECCA THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SANDRA COURTNEY-WHERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JEN MAYES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JENNY HAYNES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05445
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE INFORMATION EXCHANGE FOCUSING ON GRIEF MANAGEMENT. PROVIDE GRIEF INFORMATION AND RESOURCES TO EDUCATE AND ENCOURAGE INDIVIDUALS DURING PERIODS OF GRIEF IN THEIR LIVES.
IRS990EZ/PrintingPublicationsPostageAmt0878
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HELD A BUTTERFLY RELEASE MEMORIAL EVENT AT OUR MEMORIAL PLAZA IN THE PARK.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1HELD A CANDLELIGHT MEMORIAL EVENT AT OUR MEMORIAL PLAZA IN THE PARK.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2MARKETED ORGANIZATION AND WEBSITE THROUGH NEWSLETTERS AND TARGETED ADVERTSING, AND SITE IMPROVEMENTS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02558
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1912
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt07994
IRS990EZ/TotalProgramServiceExpensesAmt03470
IRS990EZ/TotalRevenueAmt013302
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROWANTREEFOUNDATION.ORG
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0IN-KIND MEMORIAL STATUE 12,500
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt013302
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012638
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015208
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07610
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt012222
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt060980
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt012500
IRS990ScheduleA/OtherIncome170Grp/TotalAmt012500
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82990
IRS990ScheduleA/PublicSupportPY170Pct00.83990
IRS990ScheduleA/PublicSupportTotal170Amt060980
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt013302
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012638
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015208
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07610
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt012222
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt060980
IRS990ScheduleA/TotalSupportAmt073480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 158 INSURANCE 548 BANK CHARGES 293 DUES AND SUBSCRIPTIONS 1,597 EVENT COSTS 586 LICENSE AND PERMITS 68 MISCELLANEOUS 1,283 MISCELLANEOUS 912 TOTAL 5,445
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11,050 1,050 LESS ACCUMULATED AMORTIZATION 1,050 1,050 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PROMOTE INFORMATION EXCHANGE FOCUSING ON GRIEF MANAGEMENT. PROVIDE GRIEF INFORMATION AND RESOURCES TO EDUCATE AND ENCOURAGE INDIVIDUALS DURING PERIODS OF GRIEF IN THEIR LIVES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CORINNE O'FLYNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03033784300
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROWAN TREE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ROWA
ReturnHeader/Filer/EIN0651250976
ReturnHeader/Filer/PhoneNum03033784300
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 393
ReturnHeader/Filer/USAddress/CityNm0PARKER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080134
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840535452
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE WENNER GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08101 E PRENTICE AVE STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENWOOD VILLAGE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0801112935
ReturnHeader/PreparerPersonGrp/PhoneNum03037715300
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE R BENDELL
ReturnHeader/ReturnTs02015-05-29T12:09:12-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$44,607
Liabilities
-
Net assets
$44,607
Revenue
$13,302
Expenses
$7,994
Net income
$5,308
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.3$2.57$52.7$14.8$23.2$8.43
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.7$2.57$61.2$14.1$8.01$6.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.7$2.57$55.1$6.85$11.7$4.88
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$62.6$2.57$60.0$8.29$8.40$0.10
2020Detailed filing. Detailed filing data is available for this year.$62.7$2.57$60.1$5.88$3.40$2.48
2019Detailed filing. Detailed filing data is available for this year.$60.2$2.57$57.6$10.5$7.93$2.59
2018Detailed filing. Detailed filing data is available for this year.$57.6$2.57$55.0$13.6$5.82$7.76
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.8$2.57$47.3$8.85$6.73$2.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.7$2.57$45.1$11.5$10.4$1.05
2015Detailed filing. Detailed filing data is available for this year.$44.1$44.1$8.69$9.22$0.53
2014Detailed filing. Detailed filing data is available for this year.$44.6$44.6$13.3$7.99$5.31
2013Detailed filing. Detailed filing data is available for this year.$39.3$39.3$12.6$8.03$4.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.7$34.7$15.2$9.61$5.60
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.1$0.00$29.1$20.1$8.83$11.3