Civic Intelligence

The Richard W & Elaine E Barrett Foundation

990PF • Fiscal year 2016 • EIN 74-2501168

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 08, 2017

Organization Profile
P O Box 1701Boulder, CO 80306-1701

(720) 406-9600

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

89th percentile

44%

Higher net margin than 89% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

78th percentile

12%

Faster asset growth than 78% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

401%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$4,712,004

Up $504,623 (+12%) from 2015

Net Assets

Up

$4,712,004

Up $504,623 (+12%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin89th percentile

Revenue

Up

$1,150,223

Up $920,722 (+401%) from 2015

Expenses

Down

$645,600

Down $105,989 (-14%) from 2015

Net Income

Up

$504,623

Up $1,026,711 (+197%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $4,072,554Liabilities 2010: $0Net Assets 2010: $4,072,5542010Assets 2011: $3,947,185Liabilities 2011: $3,500Net Assets 2011: $3,943,6852011Assets 2012: $3,961,995Liabilities 2012: $02012Assets 2013: $3,760,631Liabilities 2013: $0Net Assets 2013: $3,760,6312013Assets 2014: $4,729,469Liabilities 2014: $0Net Assets 2014: $4,729,4692014Assets 2015: $4,207,381Liabilities 2015: $0Net Assets 2015: $4,207,3812015Assets 2016: $4,712,004Liabilities 2016: $0Net Assets 2016: $4,712,0042016Assets 2017: $4,487,380Liabilities 2017: $0Net Assets 2017: $4,487,3802017Assets 2018: $4,926,231Liabilities 2018: $0Net Assets 2018: $4,926,2312018Assets 2019: $5,460,676Liabilities 2019: $0Net Assets 2019: $5,460,6762019Assets 2020: $5,505,454Liabilities 2020: $0Net Assets 2020: $5,505,4542020Assets 2021: $6,594,269Liabilities 2021: $0Net Assets 2021: $6,594,2692021Assets 2022: $6,437,783Liabilities 2022: $0Net Assets 2022: $6,437,7832022Assets 2023: $6,544,726Liabilities 2023: $0Net Assets 2023: $6,544,7262023Assets 2024: $6,565,104Liabilities 2024: $0Net Assets 2024: $6,565,1042024

Highlighted filing

2016

Assets$4,712,004
Liabilities$0
Net Assets$4,712,004
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $274,7132010Expenses 2011: $307,5062011Revenue 2012: $245,022Expenses 2012: $226,712Net Income 2012: $18,3102012Revenue 2013: $77,289Expenses 2013: $278,513Net Income 2013: -$201,2242013Revenue 2014: $1,695,539Expenses 2014: $726,701Net Income 2014: $968,8382014Revenue 2015: $229,501Expenses 2015: $751,589Net Income 2015: -$522,0882015Revenue 2016: $1,150,223Expenses 2016: $645,600Net Income 2016: $504,6232016Revenue 2017: $224,776Expenses 2017: $449,400Net Income 2017: -$224,6242017Revenue 2018: $920,728Expenses 2018: $587,861Net Income 2018: $332,8672018Revenue 2019: $1,357,684Expenses 2019: $822,382Net Income 2019: $535,3022019Revenue 2020: $256,651Expenses 2020: $211,873Net Income 2020: $44,7782020Revenue 2021: $1,728,737Expenses 2021: $639,922Net Income 2021: $1,088,8152021Revenue 2022: $131,233Expenses 2022: $287,719Net Income 2022: -$156,4862022Revenue 2023: $333,128Expenses 2023: $226,185Net Income 2023: $106,9432023Revenue 2024: $563,236Expenses 2024: $542,858Net Income 2024: $20,3782024

Highlighted filing

2016

Revenue$1,150,223
Expenses$645,600
Net Income$504,623
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD W BARRETTTrustee-$0--
ELAINE E BARRETTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Richard W & Elaine E
EIN
74-2501168
Phone
7204069600
Address
P O BOX 1701, BOULDER, CO 80306-1701

Signing Officer

Name
Richard W Barrett
Title
Trustee
Phone
7204069600
Signed
2017-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly Llp
Address
1801 13TH ST STE 210, BOULDER, CO 80302-5387
Preparer
Rick Waidler
Phone
3034431911
Raw XML AppendixShowing 400 of 455 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD W BARRETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ELAINE E BARRETT
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04818193
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04795891
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04303793
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04502100
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0525456
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.381125
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0524110
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0525456
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01346
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0525456
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0SALES OF STOCK/SECURITIES TO PROVIDE FUNDING FOR CHARITABLE PROGRAMS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01040 MAPLETON AVENUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOULDER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080304
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd01
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0RICHARD AND ELAINE BARRETT
IRS990PF/StatementsRegardingActyGrp/PhoneNum03034432985
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0CONTRIBUTIONS TO PIPER MEMORIAL FUND ARE USED TO FUND THE SERVICES OF PETMENDERS, P.C. TO ALLOW THEM TO BE ABLE TO OFFER VETERINARIAN SERVICES TO PEOPLE WHO CANNOT AFFORD THEM.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt029800
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0RICHARD W BARRETT
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ELAINE E BARRETT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0166667
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt28000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt399466
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt413716
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0RENOVATION OF LISSER HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1STEMS FACILITY PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2IMPROVE THE HEALTH AND PRODUCTIVITY OF COASTAL ENVIRONMENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3FUND TO HELP HOSPITAL.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4MN9615 - 11/01/17 03:05PM WORKSHEET PRIVATE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MILLS COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERSITY OF VERMONT FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SEA TO SHORE ALLIANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HELPERS UNITED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4DIVISION OF AQUATIC RESOURCES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt05000 MACARTHUR BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1411 MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24411 BEE RIDGER ROAD 490
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt37883 FIESTA LANE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41151 PUNCHBOWL STREET 330
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0OAKLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SARSOTA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CUPERTINO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4HONOLULU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4HI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094613
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd105401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd234233
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd395014
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd496813
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0437849
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0257841
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0257841
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0377517
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0385174
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017846
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt017846
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01030306
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0267615
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0377517
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0385174
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0525456
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0267615
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01048152
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0780537
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0SAXUM COMPANY RLLLP
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0921 WALNUT STREET 220
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOULDER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd080302
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0970793
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt0970793
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc063,618 SHARES OF COBIZ FINANCIAL, INC STOCK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-11-23
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2EMPLOYEE BENEFITS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4LEGAL & ACCOUNTING
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5MEALS & ENTERTAINMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6PET MENDERS ANIMAL HOSPITAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt629800
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0207
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1989
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt226250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3550
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt433713
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt52969
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt629800
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02905
OtherIncomeSchedule2/OtherIncomeDetail/Desc0CONTRIBUTION REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02905
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt024600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1116
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,712,004
Liabilities
$0
Net assets
$4,712,004
Revenue
$1,150,223
Expenses
$645,600
Net income
$504,623
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.57$0.00$6.57$0.56$0.54$0.02
2023Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$0.33$0.23$0.11
2022Detailed filing. Detailed filing data is available for this year.$6.44$0.00$6.44$0.13$0.29$0.16
2021Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$1.73$0.64$1.09
2020Detailed filing. Detailed filing data is available for this year.$5.51$0.00$5.51$0.26$0.21$0.04
2019Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$1.36$0.82$0.54
2018Detailed filing. Detailed filing data is available for this year.$4.93$0.00$4.93$0.92$0.59$0.33
2017Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.22$0.45$0.22
2016Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$1.15$0.65$0.50
2015Detailed filing. Detailed filing data is available for this year.$4.21$0.00$4.21$0.23$0.75$0.52
2014Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$1.70$0.73$0.97
2013Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.08$0.28$0.20
2012Summary only. Only limited summary data is available for this year.$3.96$0.00$0.25$0.23$0.02
2011Detailed filing. Detailed filing data is available for this year.$3.95$0.00$3.94$0.31
2010Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.27