Civic Intelligence

Chf Revolving Loan Fund

990 • Fiscal year 2019 • EIN 75-3064424

Jul 01, 2018 to Jun 30, 2019 • Filed on Dec 03, 2019

Organization ProfileWWW.COHF.ORG
770 N Pennsylvania StDenver, CO 80203

(303) 894-2503

Siviq Scores

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

Liabilities / Assets

45th percentile

0.06x

Higher debt load relative to assets than 45% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

92nd percentile

2.36x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

9th percentile

-32%

Higher net margin than 9% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

55th percentile

4.4%

Faster asset growth than 55% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

145%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$2,932,619

Up $124,719 (+4.4%) from 2018

Net Assets

Down

$2,769,551

Down $22,439 (-0.8%) from 2018

Liabilities

Up

$163,068

Up $147,158 (+925%) from 2018

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin9th percentile

Revenue

Up

$69,210

Up $40,913 (+145%) from 2018

Expenses

Up

$91,649

Up $3,153 (+3.6%) from 2018

Net Income

Up

-$22,439

Up $37,760 (+63%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,118,138Liabilities 2010: $8,486Net Assets 2010: $3,109,6522010Assets 2011: $3,108,839Liabilities 2011: $10,535Net Assets 2011: $3,098,3042011Assets 2012: $3,110,262Liabilities 2012: $11,303Net Assets 2012: $3,098,9592012Assets 2013: $3,084,892Liabilities 2013: $8,696Net Assets 2013: $3,076,1962013Assets 2014: $3,003,318Liabilities 2014: $8,849Net Assets 2014: $2,994,4692014Assets 2015: $2,951,811Liabilities 2015: $11,786Net Assets 2015: $2,940,0252015Assets 2016: $2,907,115Liabilities 2016: $10,404Net Assets 2016: $2,896,7112016Assets 2017: $2,865,125Liabilities 2017: $12,936Net Assets 2017: $2,852,1892017Assets 2018: $2,807,900Liabilities 2018: $15,910Net Assets 2018: $2,791,9902018Assets 2019: $2,932,619Liabilities 2019: $163,068Net Assets 2019: $2,769,5512019Assets 2020: $2,796,427Liabilities 2020: $11,120Net Assets 2020: $2,785,3072020Assets 2021: $2,968,478Liabilities 2021: $17,255Net Assets 2021: $2,951,2232021Assets 2022: $2,986,391Liabilities 2022: $9,034Net Assets 2022: $2,977,3572022Assets 2023: $3,019,014Liabilities 2023: $18,235Net Assets 2023: $3,000,7792023Assets 2024: $3,073,109Liabilities 2024: $15,841Net Assets 2024: $3,057,2682024Assets 2025: $3,111,569Liabilities 2025: $19,437Net Assets 2025: $3,092,1322025

Highlighted filing

2019

Assets$2,932,619
Liabilities$163,068
Net Assets$2,769,551
Open 2019 Filing

Operations Trend

Revenue Growth95th percentile

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

$300K$200K$100K$0-$100KExpenses 2010: $52,4052010Revenue 2011: $38,894Expenses 2011: $50,242Net Income 2011: -$11,3482011Expenses 2012: $72,5642012Expenses 2013: $55,9552013Revenue 2014: $20,706Expenses 2014: $102,433Net Income 2014: -$81,7272014Revenue 2015: $19,914Expenses 2015: $74,358Net Income 2015: -$54,4442015Revenue 2016: $17,051Expenses 2016: $60,365Net Income 2016: -$43,3142016Revenue 2017: $16,122Expenses 2017: $60,644Net Income 2017: -$44,5222017Revenue 2018: $28,297Expenses 2018: $88,496Net Income 2018: -$60,1992018Revenue 2019: $69,210Expenses 2019: $91,649Net Income 2019: -$22,4392019Revenue 2020: $48,148Expenses 2020: $32,392Net Income 2020: $15,7562020Revenue 2021: $253,752Expenses 2021: $87,836Net Income 2021: $165,9162021Revenue 2022: $136,358Expenses 2022: $110,224Net Income 2022: $26,1342022Revenue 2023: $109,570Expenses 2023: $86,148Net Income 2023: $23,4222023Revenue 2024: $153,178Expenses 2024: $96,689Net Income 2024: $56,4892024Revenue 2025: $137,557Expenses 2025: $102,693Net Income 2025: $34,8642025

Highlighted filing

2019

Revenue$69,210
Expenses$91,649
Net Income-$22,439
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Dec 3, 2019
Return Version
2018v3.1
Gross Receipts
$69,210
Mission and Program Overview

Mission

To support historic preservation projects through low-interest loans.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$1,658,336$2,248,800▲ $590,464
Savings and Temporary Cash Investments$1,125,537$673,819▼ $451,718
Cash and Non-Interest-Bearing Accounts$24,027$10,000▼ $14,027
Total Assets$2,807,900$2,932,619▲ $124,719
Liabilities
Unsecured Notes Loans Payable-$158,000-
Accounts Payable and Accrued Expenses$15,910$5,068▼ $10,842
Total Liabilities$15,910$163,068▲ $147,158
Net Assets / Fund Balance
Unrestricted Net Assets$2,791,990$2,769,551▼ $22,439
Total Net Assets Fund Balance$2,791,990$2,769,551▼ $22,439
Total Liabilities and Net Assets / Fund Balance$2,807,900$2,932,619▲ $124,719
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Frank a KugelerPresident
John R CormeyDirector
Susan PowersDirector
John E MoyeSecretary
BRUCE C O'DONNELLTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$64,980
Investment Income
$4,230
Other Revenue
$0
Change in Net Assets
$-22,439

Audited Revenue Reconciliation

Revenue per Audited Statements
$69,210
Revenue Not Reported on Form 990
$5,040
Total Revenue per Audited Statements
$74,250
Total Revenue per Form 990
$69,210
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$57,581
Salaries, Compensation, and Employee Benefits$34,068
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$34,068--$34,068
Fees for Services Legal$8,500--$8,500
Insurance-$7,108-$7,108
Fees for Services Accounting-$3,225-$3,225
Occupancy-$1,189-$1,189
Advertising$726--$726
Office Expenses-$550-$550
Information Technology-$364-$364
Conferences and Meetings-$24-$24
Other Expenses$17,065$20-$20
Total Functional Expenses$60,359$31,290$0$91,649

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$96,689
Expenses per Audited Statements$91,649
Total Expenses per Form 990$91,649
Expenses Not Reported on Form 990$5,040
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
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“A copy (pdf format) of the final draft of the 990 was sent out via e-mail to the entire board of directors for their review and comment. Board members were given ten days for their review and comment, with changes being made to the draft if they were considered to be material in nature or if required to correct factual errors.”

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

“The conflict of interest policy was adopted in 2012 by the chf revolving loan fund (chfrlf). The organization monitors and enforces compliance with this policy by having all board members sign the disclosure form each year, after which the board members continue to disclose conflicts as they arise. Since the chfrlf gives out very few loans, it reminds all board and committee members of the policy each time a new loan is considered and requires additional disclosures as warranted.”

Form 990, Page 6, Part VI, Line 19

“The documents cited in the question are all available to the public upon request. The loan fund offers them whenever requested, with no questions asked as to why they are being requested, and does so by either hard copy, copy sent by standard mail or by pdf copy delivered via e-mail, with form of delivery selected by the person requesting the copies.”

Filing and Contact Details

Filer

Filer Name
Chf Revolving Loan Fund
EIN
75-3064424
Address
770 N PENNSYLVANIA ST, DENVER, CO 80203

Signing Officer

Name
Frank a Kugeler
Title
President
Phone
3038942503
Signed
2019-12-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank a Kugeler
Formed
2002
Legal Domicile
Co
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Taylor Roth and Company
Address
800 GRANT ST STE 205, DENVER, CO 80203-2944
Preparer
Diane K Granger
Phone
3038308109
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY (PDF FORMAT) OF THE FINAL DRAFT OF THE 990 WAS SENT OUT VIA E-MAIL TO THE ENTIRE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT. BOARD MEMBERS WERE GIVEN TEN DAYS FOR THEIR REVIEW AND COMMENT, WITH CHANGES BEING MADE TO THE DRAFT IF THEY WERE CONSIDERED TO BE MATERIAL IN NATURE OR IF REQUIRED TO CORRECT FACTUAL ERRORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICY WAS ADOPTED IN 2012 BY THE CHF REVOLVING LOAN FUND (CHFRLF). THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THIS POLICY BY HAVING ALL BOARD MEMBERS SIGN THE DISCLOSURE FORM EACH YEAR, AFTER WHICH THE BOARD MEMBERS CONTINUE TO DISCLOSE CONFLICTS AS THEY ARISE. SINCE THE CHFRLF GIVES OUT VERY FEW LOANS, IT REMINDS ALL BOARD AND COMMITTEE MEMBERS OF THE POLICY EACH TIME A NEW LOAN IS CONSIDERED AND REQUIRES ADDITIONAL DISCLOSURES AS WARRANTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DOCUMENTS CITED IN THE QUESTION ARE ALL AVAILABLE TO THE PUBLIC UPON REQUEST. THE LOAN FUND OFFERS THEM WHENEVER REQUESTED, WITH NO QUESTIONS ASKED AS TO WHY THEY ARE BEING REQUESTED, AND DOES SO BY EITHER HARD COPY, COPY SENT BY STANDARD MAIL OR BY PDF COPY DELIVERED VIA E-MAIL, WITH FORM OF DELIVERY SELECTED BY THE PERSON REQUESTING THE COPIES.
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
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ReturnHeader/BuildTS02020-03-31 21:24:44Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum03038942503
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-12-03
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ReturnHeader/FilingSecurityInformation/IPTm017:23:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203746583
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAYLOR ROTH AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 GRANT ST STE 205
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0802032944
ReturnHeader/PreparerPersonGrp/PhoneNum03038308109
ReturnHeader/PreparerPersonGrp/PreparationDt02019-12-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANE K GRANGER
ReturnHeader/ReturnTs02019-12-16T17:23:41-06:00
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ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,932,619
Liabilities
$163,068
Net assets
$2,769,551
Revenue
$69,210
Expenses
$91,649
Net income
-$22,439
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.11$0.02$3.09$0.14$0.10$0.03
2024Detailed filing. Detailed filing data is available for this year.$3.07$0.02$3.06$0.15$0.10$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.02$0.02$3.00$0.11$0.09$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.99$0.01$2.98$0.14$0.11$0.03
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$0.02$2.95$0.25$0.09$0.17
2020Detailed filing. Detailed filing data is available for this year.$2.80$0.01$2.79$0.05$0.03$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.93$0.16$2.77$0.07$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.81$0.02$2.79$0.03$0.09$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.87$0.01$2.85$0.02$0.06$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.91$0.01$2.90$0.02$0.06$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.95$0.01$2.94$0.02$0.07$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.00$0.01$2.99$0.02$0.10$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.08$0.01$3.08$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.11$0.01$3.10$0.07
2011Summary only. Only limited summary data is available for this year.$3.11$0.01$3.10$0.04$0.05$0.01
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.12$0.01$3.11$0.05