Civic Intelligence

Rowan Tree Foundation

990EZ • Fiscal year 2021 • EIN 65-1250976

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 19, 2022

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

70th percentile

0.04x

Higher debt load relative to assets than 70% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

87th percentile

0.31x

Higher debt load relative to revenue than 87% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

33rd percentile

-1.2%

Higher net margin than 33% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

40th percentile

-0.2%

Faster asset growth than 40% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

73rd percentile

41%

Faster revenue growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$62,551

Down $103 (-0.2%) from 2020

Net Assets

Down

$59,980

Down $103 (-0.2%) from 2020

Liabilities

Flat

$2,571

Flat from 2020

Revenue And Expenses
Liabilities / Revenue87th percentileNet Margin33rd percentile

Revenue

Up

$8,294

Up $2,411 (+41%) from 2020

Expenses

Up

$8,397

Up $4,995 (+147%) from 2020

Net Income

Down

-$103

Down $2,584 (-104%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth40th 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

2021

Assets$62,551
Liabilities$2,571
Net Assets$59,980
Open 2021 Filing

Operations Trend

Revenue Growth73rd 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

2021

Revenue$8,294
Expenses$8,397
Net Income-$103
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 19, 2022
Return Version
2021v4.2
Gross Receipts
$8,294
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.$0$0
HELD A CANDLELIGHT MEMORIAL EVENT AT OUR MEMORIAL PLAZA IN THE PARK.$0$0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
CORINNE O'FLYNNExecutive Director-$0--
MICHAEL O'FLYNNDirector-$0--
REBECCA THOMPSONDirector-$0--
SANDRA COURTNEY-WHERRYDirector-$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
2022-08-19
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Mhm LLC
Address
4600 S ULSTER ST SUITE 900, DENVER, CO 80237
Preparer
Bruce Bendell CPA
Phone
7202007000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 14

“Description: depreciation. Amount: 150.”

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

“Description: dues and subscriptions. Amount: 1,029. Description: insurance. Amount: 655. Description: office. Amount: 47. Description: event costs. Amount: 757. Total to form 990-ez, line 16: 2,488.”

Form 990-ez, Part II, Line 24 - Other Assets

“Description: other depreciable assets. Beg. Of year amount: 432. End of year amount: 282.”

Form 990-ez, Part II, Line 26 - Other Liabilities

“Description: loan payable. Beg. Of year amount: 2,571. End of year amount: 2,571.”

Raw XML Appendix155 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CORINNE 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/BOYAmt062222
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt062269
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt08294
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-103
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04451
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt062654
IRS990EZ/Form990TotalAssetsGrp/EOYAmt062551
IRS990EZ/GrossReceiptsAmt08294
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060083
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059980
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060083
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059980
IRS990EZ/OccupancyRentUtltsAndMaintAmt0150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CORINNE O'FLYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1MICHAEL O'FLYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REBECCA THOMPSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SANDRA COURTNEY-WHERRY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0432
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0282
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02488
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
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/PrintingPublicationsPostageAmt01308
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/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02571
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02571
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08397
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt08294
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.ROWANTREEFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08294
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05883
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt010521
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt013578
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08850
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt047126
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt047126
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08294
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05883
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt010521
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt013578
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08850
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt047126
IRS990ScheduleA/TotalSupportAmt047126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: DEPRECIATION. AMOUNT: 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: DUES AND SUBSCRIPTIONS. AMOUNT: 1,029. DESCRIPTION: INSURANCE. AMOUNT: 655. DESCRIPTION: OFFICE. AMOUNT: 47. DESCRIPTION: EVENT COSTS. AMOUNT: 757. TOTAL TO FORM 990-EZ, LINE 16: 2,488.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 432. END OF YEAR AMOUNT: 282.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: LOAN PAYABLE. BEG. OF YEAR AMOUNT: 2,571. END OF YEAR AMOUNT: 2,571.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CORINNE O'FLYNN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03033784300
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-19
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/PreparerFirmEIN0341854260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04600 S ULSTER ST SUITE 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080237
ReturnHeader/PreparerPersonGrp/PhoneNum07202007000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE BENDELL CPA
ReturnHeader/ReturnTs02022-08-31T19:21:36-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CORINNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0OFLYNN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$62,551
Liabilities
$2,571
Net assets
$59,980
Revenue
$8,294
Expenses
$8,397
Net income
-$103
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
2021Detailed filing. Detailed filing data is available for this year.$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