Civic Intelligence

Judith Ann Griese Endowment

990 • Fiscal year 2018 • EIN 76-0723517

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 30, 2019

1741 Gaylord StreetDenver, CO 80206

(720) 941-0331

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

96th percentile

71%

Higher net margin than 96% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

29th percentile

-3.6%

Faster asset growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

88th percentile

50%

Faster revenue growth than 88% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,461,332

Down $55,303 (-3.6%) from 2017

Net Assets

Down

$1,461,332

Down $55,303 (-3.6%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$90,644

Up $30,019 (+50%) from 2017

Expenses

Up

$26,553

Up $830 (+3.2%) from 2017

Net Income

Up

$64,091

Up $29,189 (+84%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,183,895Liabilities 2011: $0Net Assets 2011: $1,183,8952011Assets 2012: $1,276,329Liabilities 2012: $0Net Assets 2012: $1,276,3292012Assets 2013: $1,432,110Liabilities 2013: $0Net Assets 2013: $1,432,1102013Assets 2014: $1,277,806Liabilities 2014: $0Net Assets 2014: $1,277,8062014Assets 2015: $1,252,455Liabilities 2015: $0Net Assets 2015: $1,252,4552015Assets 2016: $1,316,155Liabilities 2016: $0Net Assets 2016: $1,316,1552016Assets 2017: $1,516,635Liabilities 2017: $0Net Assets 2017: $1,516,6352017Assets 2018: $1,461,332Liabilities 2018: $0Net Assets 2018: $1,461,3322018Assets 2019: $1,687,526Liabilities 2019: $0Net Assets 2019: $1,687,5262019Assets 2020: $1,898,716Liabilities 2020: $0Net Assets 2020: $1,898,7162020Assets 2021: $2,169,628Liabilities 2021: $0Net Assets 2021: $2,169,6282021Assets 2022: $1,941,040Liabilities 2022: $0Net Assets 2022: $1,941,0402022Assets 2023: $2,188,430Liabilities 2023: $0Net Assets 2023: $2,188,4302023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2018

Assets$1,461,332
Liabilities$0
Net Assets$1,461,332

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $31,265Expenses 2011: $18,388Net Income 2011: $12,8772011Revenue 2012: $22,059Expenses 2012: $78,242Net Income 2012: -$56,1832012Revenue 2013: $23,458Expenses 2013: $18,292Net Income 2013: $5,1662013Revenue 2014: $37,356Expenses 2014: $239,126Net Income 2014: -$201,7702014Revenue 2015: $35,327Expenses 2015: $18,754Net Income 2015: $16,5732015Revenue 2016: $55,973Expenses 2016: $21,295Net Income 2016: $34,6782016Revenue 2017: $60,625Expenses 2017: $25,723Net Income 2017: $34,9022017Revenue 2018: $90,644Expenses 2018: $26,553Net Income 2018: $64,0912018Revenue 2019: $76,118Expenses 2019: $27,336Net Income 2019: $48,7822019Revenue 2020: $35,426Expenses 2020: $30,542Net Income 2020: $4,8842020Revenue 2021: $54,077Expenses 2021: $36,762Net Income 2021: $17,3152021Revenue 2022: $109,534Expenses 2022: $35,353Net Income 2022: $74,1812022Revenue 2023: $284,786Expenses 2023: $37,396Net Income 2023: $247,3902023Revenue 2024: $211,103Expenses 2024: $2,399,533Net Income 2024: -$2,188,4302024

Highlighted filing

2018

Revenue$90,644
Expenses$26,553
Net Income$64,091
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 30, 2019
Return Version
2018v3.1
Gross Receipts
$90,644
Mission and Program Overview

Mission

Endowment for the benefit of judi's house.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,516,635$1,461,332▼ $55,303
Total Assets$1,516,635$1,461,332▼ $55,303
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,516,635$1,461,332▼ $55,303
Total Net Assets Fund Balance$1,516,635$1,461,332▼ $55,303
Total Liabilities and Net Assets / Fund Balance$1,516,635$1,461,332▼ $55,303

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,461,332--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brian GriesePresident
Don WoodsDirector
Ray BakerDirector
Ted WhiteDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$8,800
Program Service Revenue
$0
Investment Income
$81,844
Other Revenue
$0
All Other Contributions
$8,800
Change in Net Assets
$64,091

Audited Revenue Reconciliation

Revenue per Audited Statements
$90,644
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$3,015,661
Total Revenue per Audited Statements
$3,106,305
Total Revenue per Form 990
$90,644
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$26,553
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$11,960-$11,960
Total Functional Expenses$0$26,553$0$26,553

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,863,667
Expenses Not Reported on Form 990$2,837,114
Expenses per Audited Statements$26,553
Total Expenses per Form 990$26,553
Expenses Not Reported on Financial Statements$0
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
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, Part VI, Section B, Line 11B

A draft copy of the form 9990 is provided to each board member prior to filing of the form with the irs. The final version of the form 990 is approved by the board president prior to release.

Form 990, Part VI, Section B, Line 12C

Each board member and key officer is required to sign an annual statement attesting to their independence and their compliance with the organization's conflict of interest policy.

Form 990, Part VI, Section C, Line 19

The organization maintains copies of its governing documents, conflict of interest policy, and financial statements in its administrative offices for use by any requesting party.

Filing and Contact Details

Filer

Filer Name
Judith Ann Griese Endowment
EIN
76-0723517
Phone
7209410331
Address
1741 GAYLORD STREET, DENVER, CO 80206

Signing Officer

Name
Jessica Maitland Mayo
Title
CEO
Phone
7209410331
Signed
2019-07-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jessica Maitland Mayo
Formed
2003
Legal Domicile
Co
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
0

Preparer

Firm
Stratagem Pc
Address
14143 DENVER WEST PKWY STE 450, LAKEWOOD, CO 80401
Preparer
Roberta Gerou CPA Mt
Phone
3039881900
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Judi's house income (reported on seperate form 990) 3,135,055.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Judi's house expenses (reported on seperate form 990) 2,837,114.

Raw XML Appendix351 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/FSAuditedInd01
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/LoanOutstandingInd00
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IRS990/NetUnrlzdGainsLossesInvstAmt0-119394
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FUND ADMINISTRATION FEE
IRS990/OtherExpensesGrp/Desc1INVESTMENT MANAGEMENT F
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IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0JUDI'S HOUSE INCOME (REPORTED ON SEPERATE FORM 990) 3,135,055.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1JUDI'S HOUSE EXPENSES (REPORTED ON SEPERATE FORM 990) 2,837,114.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT COPY OF THE FORM 9990 IS PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING OF THE FORM WITH THE IRS. THE FINAL VERSION OF THE FORM 990 IS APPROVED BY THE BOARD PRESIDENT PRIOR TO RELEASE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH BOARD MEMBER AND KEY OFFICER IS REQUIRED TO SIGN AN ANNUAL STATEMENT ATTESTING TO THEIR INDEPENDENCE AND THEIR COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAINTAINS COPIES OF ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS IN ITS ADMINISTRATIVE OFFICES FOR USE BY ANY REQUESTING PARTY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt026553
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt026553
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01516635
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01461332
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt081844
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt090644
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01516635
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01461332
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01516635
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01461332
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01741 GAYLORD STREET
IRS990/USAddress/CityNm0DENVER
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080206
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0JUDISHOUSE.ORG (SUPPORTED ORG WEBSITE)
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JESSICA MAITLAND MAYO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum07209410331
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JUDITH ANN GRIESE ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0JUDI
ReturnHeader/Filer/EIN0760723517
ReturnHeader/Filer/PhoneNum07209410331
ReturnHeader/Filer/USAddress/AddressLine1Txt01741 GAYLORD STREET
ReturnHeader/Filer/USAddress/CityNm0DENVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080206
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A405A328A9409CD7464A50821E83F1158E5781E2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05E53D82B7923521DC8C94D10EDD3F7E15A3FDBF1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.233.41.218
ReturnHeader/FilingSecurityInformation/IPDt02019-07-30
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm016:49:58
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271239580
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0STRATAGEM PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt014143 DENVER WEST PKWY STE 450
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAKEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080401
ReturnHeader/PreparerPersonGrp/PhoneNum03039881900
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERTA GEROU CPA MT
ReturnHeader/ReturnTs02019-08-07T15:18:11-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.21$2.40$2.19
2023Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.28$0.04$0.25
2022Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$0.11$0.04$0.07
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.05$0.04$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.04$0.03$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.08$0.03$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.09$0.03$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.06$0.03$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.06$0.02$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.04$0.02$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.04$0.24$0.20
2013Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.02$0.02$0.01
2012Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$0.02$0.08$0.06
2011Summary only. Only limited summary data is available for this year.$1.18$0.00$1.18$0.03$0.02$0.01