Civic Intelligence

Bpoe No 1051 Charitable and Education Trust

EIN 74-2531174 • 501(c)3 • Loveland, CO

Profile

Receive donations from general public to be utilized for charitable and educational purposes.

103 E 4th StreetLoveland, CO 80537

www.lovelandelks.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

83rd percentile

33%

Higher net margin than 83% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

39th percentile

-11%

Faster asset growth than 39% of similar nonprofits.

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

Revenue Growth

41st percentile

-11%

Faster revenue growth than 41% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$112,916

Down $13,878 (-11%) from 2013

Liabilities

Flat

$0

Flat from 2013

Net Assets

Down

$112,916

Down $13,878 (-11%) from 2013

Operations
Liabilities / Revenue62nd percentileNet Margin83rd percentile

Revenue

Down

$5,395

Down $676 (-11%) from 2013

Expenses

Down

$3,600

Down $2,159 (-37%) from 2013

Net Income

Up

$1,795

Up $1,483 (+475%) from 2013

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150K$100K$50K$0Assets 2012: $107,106Net Assets 2012: $107,1062012Assets 2013: $126,794Liabilities 2013: $0Net Assets 2013: $126,7942013Assets 2014: $112,916Liabilities 2014: $0Net Assets 2014: $112,9162014

Highlighted filing

2014

Assets$112,916
Liabilities$0
Net Assets$112,916
Open 2014 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0K$6.0K$4.0K$2.0K$0Revenue 2012: $6,687Expenses 2012: $4,000Net Income 2012: $2,6872012Revenue 2013: $6,071Expenses 2013: $5,759Net Income 2013: $3122013Revenue 2014: $5,395Expenses 2014: $3,600Net Income 2014: $1,7952014

Highlighted filing

2014

Revenue$5,395
Expenses$3,600
Net Income$1,795
Open 2014 Filing

Filings

Most recent year

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

Open filing
Assets
$112,916
Liabilities
$0
Net assets
$112,916
Revenue
$5,395
Expenses
$3,600
Net income
$1,795
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2014Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.05$0.04$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.00$1.27$0.06$0.06$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$1.07$0.07$0.04$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Jun 20, 2014
Return Version
2013v3.1
Gross Receipts
$5,395
Mission and Program Overview

Mission

Receive donations from general public to be utilized for charitable and educational purposes.

Program Services

DescriptionGrantsExpenses
COLLEGE SCHOLARSHIPS$3,250$3,600
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RALPH LAMOREAUX5 Year TrustPT$0--
BLAIR JOHNSON4 Year TrustPT$0--
SCOTT GRAHAM3 Year TrustPT$0--
DEBORAH FURNEYLoyal KnightPT$0--
VICTOR BUCKLecturing KnPT$0--
CRAIG DAVISExalted RulePT$0--
VERONICA BROWN1 Year TrustPT$0--
DEBBIE DAVIS2 Year TrustPT$0--
JEANNE NELSONTreasurerPT$0--
ROD JOHNSONLeading KnigPT$0--
MONICA TURNERSecretaryPT$0--
Filing and Contact Details

Filer

EIN
74-2531174
Phone
9706696330

Signing Officer

Name
Craig Davis
Title
Exalted Ruler
Phone
9706696330
Signed
2014-06-20

Preparer

Preparer
Kitty Peterson
Phone
9706633564
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses admin fees 350 total 350”

Form 990-ez, Part I, Line 20

“Unrealized loss on investments -15,673”

Form 990-ez, Part III

“Receive donations from general public to be utilized for charitable and educational purposes.”

Raw XML Appendix172 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
CompensationExplanation/CompensationExplanationGrp/PersonNm0RALPH LAMOREAUX
CompensationExplanation/CompensationExplanationGrp/PersonNm1BLAIR JOHNSON
CompensationExplanation/CompensationExplanationGrp/PersonNm2SCOTT GRAHAM
CompensationExplanation/CompensationExplanationGrp/PersonNm3DEBORAH FURNEY
CompensationExplanation/CompensationExplanationGrp/PersonNm4VICTOR BUCK
CompensationExplanation/CompensationExplanationGrp/PersonNm5CRAIG DAVIS
CompensationExplanation/CompensationExplanationGrp/PersonNm6VERONICA BROWN
CompensationExplanation/CompensationExplanationGrp/PersonNm7DEBBIE DAVIS
CompensationExplanation/CompensationExplanationGrp/PersonNm8JEANNE NELSON
CompensationExplanation/CompensationExplanationGrp/PersonNm9ROD JOHNSON
CompensationExplanation/CompensationExplanationGrp/PersonNm10MONICA TURNER
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0LOVELAND BPOE NO 1051
IRS990EZ/BooksInCareOfDetail/PhoneNum09706696330
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10103 E 4TH STREET
IRS990EZ/BooksInCareOfDetail/USAddress/City0LOVELAND
IRS990EZ/BooksInCareOfDetail/USAddress/State0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode080537
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0126794
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0112916
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt01695
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01795
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0126794
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0112916
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03250
IRS990EZ/GrossReceiptsAmt05395
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt03700
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0126794
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0112916
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0126794
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0112916
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt75.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt85.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt95.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt105.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RALPH LAMOREAUX
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BLAIR JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2SCOTT GRAHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DEBORAH FURNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4VICTOR BUCK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CRAIG DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6VERONICA BROWN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DEBBIE DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8JEANNE NELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9ROD JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10MONICA TURNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt05 YEAR TRUST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14 YEAR TRUST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt23 YEAR TRUST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3LOYAL KNIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4LECTURING KN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EXALTED RULE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt61 YEAR TRUST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt72 YEAR TRUST
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9LEADING KNIG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-15673
IRS990EZ/OtherExpensesTotalAmt0350
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0RECEIVE DONATIONS FROM GENERAL PUBLIC TO BE UTILIZED FOR CHARITABLE AND EDUCATIONAL PURPOSES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0COLLEGE SCHOLARSHIPS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03250
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03600
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03600
IRS990EZ/TotalProgramServiceExpensesAmt03600
IRS990EZ/TotalRevenueAmt05395
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LOVELANDELKS.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01695
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02244
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02930
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01807
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt014686
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03700
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt03827
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt03757
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04018
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03400
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt018702
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.43990
IRS990ScheduleA/PublicSupportPY170Pct00.56650
IRS990ScheduleA/PublicSupportTotal170Amt014686
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01695
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02244
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt02930
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01807
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06010
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt014686
IRS990ScheduleA/TotalSupportAmt033388
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMIN FEES 350 TOTAL 350
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED LOSS ON INVESTMENTS -15,673
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2RECEIVE DONATIONS FROM GENERAL PUBLIC TO BE UTILIZED FOR CHARITABLE AND EDUCATIONAL PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG DAVIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXALTED RULER
ReturnHeader/BusinessOfficerGrp/PhoneNum09706696330
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine10BPOE NO 1051 CHARITABLE AND
ReturnHeader/Filer/BusinessName/BusinessNameLine20EDUCATION TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BPOE
ReturnHeader/Filer/EIN0742531174
ReturnHeader/Filer/PhoneNum09706696330
ReturnHeader/Filer/USAddress/AddressLine10103 E 4TH STREET
ReturnHeader/Filer/USAddress/City0LOVELAND
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode080537
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841526311
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KITTY PETERSON & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10231 W 4TH ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0LOVELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0805375524
ReturnHeader/PreparerPersonGrp/PhoneNum09706633564
ReturnHeader/PreparerPersonGrp/PreparationDt02014-06-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KITTY PETERSON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-06-27T12:06:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

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