Civic Intelligence

Golden West Foundation Inc

990 • Fiscal year 2015 • EIN 74-2442944

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 28, 2016

Organization ProfileWWW.GWBOULDER.ORG
1055 Adams CircleBoulder, CO 80303

(303) 444-3967

Siviq Scores

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

Liabilities / Assets

76th percentile

0.09x

Higher debt load relative to assets than 76% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

92nd percentile

0.47x

Higher debt load relative to revenue than 92% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

94th percentile

59%

Higher net margin than 94% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

55th percentile

4.3%

Faster asset growth than 55% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

59th percentile

7.2%

Faster revenue growth than 59% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$341,393

Up $14,006 (+4.3%) from 2014

Net Assets

Up

$311,822

Up $15,642 (+5.3%) from 2014

Liabilities

Down

$29,571

Down $1,636 (-5.2%) from 2014

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin94th percentile

Revenue

Up

$63,419

Up $4,256 (+7.2%) from 2014

Expenses

Down

$26,074

Down $5,891 (-18%) from 2014

Net Income

Up

$37,345

Up $10,147 (+37%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$1.0M$500K$0Assets 2010: $386,339Liabilities 2010: $87,823Net Assets 2010: $298,5162010Assets 2011: $340,797Liabilities 2011: $88,377Net Assets 2011: $252,4202011Assets 2012: $294,982Liabilities 2012: $74,480Net Assets 2012: $220,5022012Assets 2013: $320,492Liabilities 2013: $51,304Net Assets 2013: $269,1882013Assets 2014: $327,387Liabilities 2014: $31,207Net Assets 2014: $296,1802014Assets 2015: $341,393Liabilities 2015: $29,571Net Assets 2015: $311,8222015Assets 2016: $367,738Liabilities 2016: $25,852Net Assets 2016: $341,8862016Assets 2017: $413,327Liabilities 2017: $24,503Net Assets 2017: $388,8242017Assets 2018: $401,563Liabilities 2018: $19,291Net Assets 2018: $382,2722018Assets 2019: $445,248Liabilities 2019: $18,290Net Assets 2019: $426,9582019Assets 2020: $509,751Liabilities 2020: $16,715Net Assets 2020: $493,0362020Assets 2021: $780,141Liabilities 2021: $27,462Net Assets 2021: $752,6792021Assets 2022: $810,600Liabilities 2022: $9,560Net Assets 2022: $801,0402022Assets 2023: $835,399Liabilities 2023: $2,348Net Assets 2023: $833,0512023Assets 2024: $78,467Liabilities 2024: $1,732Net Assets 2024: $76,7352024

Highlighted filing

2015

Assets$341,393
Liabilities$29,571
Net Assets$311,822
Open 2015 Filing

Operations Trend

Revenue Growth59th percentile

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

$300K$200K$100K$0-$100KRevenue 2010: $96,663Expenses 2010: $53,792Net Income 2010: $42,8712010Revenue 2011: $57,866Expenses 2011: $74,327Net Income 2011: -$16,4612011Revenue 2012: $54,489Expenses 2012: $101,081Net Income 2012: -$46,5922012Revenue 2013: $73,727Expenses 2013: $40,981Net Income 2013: $32,7462013Revenue 2014: $59,163Expenses 2014: $31,965Net Income 2014: $27,1982014Revenue 2015: $63,419Expenses 2015: $26,074Net Income 2015: $37,3452015Revenue 2016: $58,177Expenses 2016: $37,481Net Income 2016: $20,6962016Revenue 2017: $53,027Expenses 2017: $14,775Net Income 2017: $38,2522017Revenue 2018: $42,983Expenses 2018: $20,510Net Income 2018: $22,4732018Revenue 2019: $40,815Expenses 2019: $29,360Net Income 2019: $11,4552019Revenue 2020: $65,328Expenses 2020: $16,237Net Income 2020: $49,0912020Revenue 2021: $271,895Expenses 2021: $25,672Net Income 2021: $246,2232021Revenue 2022: $79,296Expenses 2022: $30,935Net Income 2022: $48,3612022Revenue 2023: $34,702Expenses 2023: $2,691Net Income 2023: $32,0112023Revenue 2024: $2,531Expenses 2024: $0Net Income 2024: $2,5312024

Highlighted filing

2015

Revenue$63,419
Expenses$26,074
Net Income$37,345
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 28, 2016
Return Version
2015v2.1
Gross Receipts
$63,503
Mission and Program Overview

Mission

To operate exclusively for the benefit of, to perform the functions of, or to carry out the specific purposes of golden west communities, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$295,335$283,351▼ $11,984
Cash and Non-Interest-Bearing Accounts$31,139$37,059▲ $5,920
Accounts Receivable-$20,983-
Land, Buildings, and Equipment, Net$913--
Total Assets$327,387$341,393▲ $14,006
Liabilities
Other Liabilities$31,207$29,571▼ $1,636
Total Liabilities$31,207$29,571▼ $1,636
Net Assets / Fund Balance
Unrestricted Net Assets$138,537$164,618▲ $26,081
Temporarily Rstr Net Assets$157,643$147,204▼ $10,439
Total Net Assets Fund Balance$296,180$311,822▲ $15,642
Total Liabilities and Net Assets / Fund Balance$327,387$341,393▲ $14,006

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$20,379$20,379
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
Richard RomeroPresident
Janet LappenDirector
Lori KahnDirector
Niel LittmanDirector
Margie McgillSecretary
Brandon FieldsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$49,622
Program Service Revenue
$0
Investment Income
$13,797
Other Revenue
$0
All Other Contributions
$49,622
Change in Net Assets
$37,345
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Total Fundraising Expense$17,234
Other Expenses$11,234
Grants and Similar Amounts Paid$8,840
Salaries, Compensation, and Employee Benefits$6,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$8,840--$8,840
Other Salaries and Wages--$6,000$6,000
Other Expenses--$3,056$3,056
Fees for Services Other--$1,196$1,196
Depreciation Depletion--$913$913
Office Expenses--$69$69
Total Functional Expenses$8,840$0$17,234$26,074
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Split Interest Liability$29,571
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The 990 is reviewed by the finance committee of golden west communities and approved by the board of golden west communities. Upon approval, the 990 is signed and dated by the foundation's executive director and submitted to the irs.”

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

“The conflict of interest policy is reviewed annually. It is the responsibility of all board members and staff to be aware of the policy and to identify all conflicts of interest.”

Form 990, Page 6, Part VI, Line 19

“Golden west foundation, inc. Makes its governing documents, conflict of interest policy and financial statements available to the public upon reasonable request.”

Filing and Contact Details

Filer

Filer Name
Golden West Foundation Inc
EIN
74-2442944
Phone
3034443967
Address
1055 ADAMS CIRCLE, BOULDER, CO 80303

Signing Officer

Name
John Torres
Title
Executive Director
Phone
3034443967
Signed
2016-07-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Torres
Formed
1986
Legal Domicile
Co
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
20

Preparer

Firm
Bauerle and Company Pc
Address
7887 E BELLEVIEW AVE STE 700, DENVER, CO 80111-6021
Preparer
Robert E Fabry CPA
Phone
3037590089
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in split interest agreement -6,614 total -6,614”

Financial Statement Notes

Schedule D, Page 3, Part X

“No provision for income taxes has been made, as the organization is exempt under section 501(c)(3) of the internal revenue code and the colorado income tax act of 1964 (as amended). However, the organization is subject to federal income tax on any unrelated business taxable income. The organization has evaluated its tax positions and concluded that the organization has taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of the accounting guidance for uncertainty in income taxes within the income tax topic of the fasb accounting standards codification. If incurred, interest and penalties associated with tax positions would be recorded in the period assessed as general and administrative expense. No interest and penalties have been assessed as of december 31, 2015.”

Raw XML Appendix373 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.

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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE FINANCE COMMITTEE OF GOLDEN WEST COMMUNITIES AND APPROVED BY THE BOARD OF GOLDEN WEST COMMUNITIES. UPON APPROVAL, THE 990 IS SIGNED AND DATED BY THE FOUNDATION'S EXECUTIVE DIRECTOR AND SUBMITTED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY. IT IS THE RESPONSIBILITY OF ALL BOARD MEMBERS AND STAFF TO BE AWARE OF THE POLICY AND TO IDENTIFY ALL CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOLDEN WEST FOUNDATION, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REASONABLE REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGE IN SPLIT INTEREST AGREEMENT -6,614 TOTAL -6,614
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0840526484
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CHARITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt09
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0BOULDER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd080303
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0true
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt06000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt120983
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0GOLDEN WEST COMMUNITIES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1GOLDEN WEST COMMUNITIES INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1D
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0157643
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0147204
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0327387
IRS990/TotalAssetsEOYAmt0341393
IRS990/TotalAssetsGrp/BOYAmt0327387
IRS990/TotalAssetsGrp/EOYAmt0341393
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt049622
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt017234
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt08840
IRS990/TotalFunctionalExpensesGrp/TotalAmt026074
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt031207
IRS990/TotalLiabilitiesEOYAmt029571
IRS990/TotalLiabilitiesGrp/BOYAmt031207
IRS990/TotalLiabilitiesGrp/EOYAmt029571
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0296180
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0311822
IRS990/TotalProgramServiceExpensesAmt08840
IRS990/TotalRevenueGrp/ExclusionAmt013797
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt063419
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0327387
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0341393
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0138537
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0164618
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01055 ADAMS CIRCLE
IRS990/USAddress/CityNm0BOULDER
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080303
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.GWBOULDER.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN TORRES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03034443967
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GOLDEN WEST FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0GOLD
ReturnHeader/Filer/EIN0742442944
ReturnHeader/Filer/PhoneNum03034443967
ReturnHeader/Filer/USAddress/AddressLine1Txt01055 ADAMS CIRCLE
ReturnHeader/Filer/USAddress/CityNm0BOULDER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080303
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840817888
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAUERLE AND COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07887 E BELLEVIEW AVE STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0801116021
ReturnHeader/PreparerPersonGrp/PhoneNum03037590089
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT E FABRY CPA
ReturnHeader/ReturnTs02016-08-01T10:39:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$341,393
Liabilities
$29,571
Net assets
$311,822
Revenue
$63,419
Expenses
$26,074
Net income
$37,345
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.02$0.77$0.03$0.00$0.03
2023Detailed filing. Detailed filing data is available for this year.$8.35$0.02$8.33$0.35$0.03$0.32
2022Detailed filing. Detailed filing data is available for this year.$8.11$0.10$8.01$0.79$0.31$0.48
2021Detailed filing. Detailed filing data is available for this year.$7.80$0.27$7.53$2.72$0.26$2.46
2020Detailed filing. Detailed filing data is available for this year.$5.10$0.17$4.93$0.65$0.16$0.49
2019Detailed filing. Detailed filing data is available for this year.$4.45$0.18$4.27$0.41$0.29$0.11
2018Detailed filing. Detailed filing data is available for this year.$4.02$0.19$3.82$0.43$0.21$0.22
2017Detailed filing. Detailed filing data is available for this year.$4.13$0.25$3.89$0.53$0.15$0.38
2016Detailed filing. Detailed filing data is available for this year.$3.68$0.26$3.42$0.58$0.37$0.21
2015Detailed filing. Detailed filing data is available for this year.$3.41$0.30$3.12$0.63$0.26$0.37
2014Detailed filing. Detailed filing data is available for this year.$3.27$0.31$2.96$0.59$0.32$0.27
2013Detailed filing. Detailed filing data is available for this year.$3.20$0.51$2.69$0.74$0.41$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$0.74$2.21$0.54$1.01$0.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.41$0.88$2.52$0.58$0.74$0.16
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.86$0.88$2.99$0.97$0.54$0.43