Civic Intelligence

Advanced Strategies Ltd

EIN 81-0985481 • 501(c)4 • Denver, CO

Denver, CO
Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2020

Net Margin

1st percentile

-32315%

Higher net margin than 1% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2020

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2020

Asset Growth

16th percentile

-52%

Faster asset growth than 16% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

10th percentile

-77%

Faster revenue growth than 10% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$27,519

Down $30,376 (-52%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$27,519

Down $30,376 (-52%) from 2019

Operations
Liabilities / Revenue61st percentileNet Margin1st percentile

Revenue

Down

$94

Down $313 (-77%) from 2019

Expenses

Down

$30,470

Down $4,670 (-13%) from 2019

Net Income

Up

-$30,376

Up $4,357 (+13%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth16th percentile

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

$150K$100K$50K$0Assets 2017: $142,902Liabilities 2017: $02017Assets 2018: $92,628Liabilities 2018: $02018Assets 2019: $57,895Liabilities 2019: $0Net Assets 2019: $57,8952019Assets 2020: $27,519Liabilities 2020: $0Net Assets 2020: $27,5192020

Highlighted filing

2020

Assets$27,519
Liabilities$0
Net Assets$27,519
Open 2020 Filing

Operations Trend

Revenue Growth10th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2017: $20,073Expenses 2017: $52,470Net Income 2017: -$32,3972017Revenue 2018: $50,149Expenses 2018: $100,423Net Income 2018: -$50,2742018Revenue 2019: $407Expenses 2019: $35,140Net Income 2019: -$34,7332019Revenue 2020: $94Expenses 2020: $30,470Net Income 2020: -$30,3762020

Highlighted filing

2020

Revenue$94
Expenses$30,470
Net Income-$30,376
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$27,519
Liabilities
$0
Net assets
$27,519
Revenue
$94
Expenses
$30,470
Net income
-$30,376
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.00$0.30$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$0.00$0.35$0.35
2018Summary only. Only limited summary data is available for this year.$0.93$0.00$0.50$1.00$0.50
2017Summary only. Only limited summary data is available for this year.$1.43$0.00$0.20$0.52$0.32
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.1
Gross Receipts
$94
Mission and Program Overview

Mission

Dedicated to promoting social welfare through efforts to inform and educate the public and leaders in private and public institutions abouts ways to assure their communities, at th elocal and state level, understand the need for smart and sound financial institutions and those who are served by such institutions.

Program Services

DescriptionGrantsExpenses
LOBBYING AND PRIMARY ELECTION WORK$0$30,470
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAY CURTISPresident-$0--
JOHN FARIESSecretary-$0--
TIM DORETreasurer-$0--
BRIAN ROHRBACHERVice President-$0--
Filing and Contact Details

Filer

Filer Name
Advanced Strategies Ltd
EIN
81-0985481
Phone
8004771697
Address
650 SOUTH CHERRY STREET NO 920, DENVER, CO 80426

Signing Officer

Name
Tim Dore
Title
Treasurer
Phone
8004771697
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Jones Mertsching Cpas Pc
Address
32186 CASTLE COURT SUITE 220, EVERGREEN, CO 80439
Preparer
Eric L Jones CPA
Phone
3034809090
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: interest income. Amount: 94.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: lobbying expenses. Amount: 20,000.”

Raw XML Appendix118 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ADVANCED STRATEGIES LTD
IRS990EZ/BooksInCareOfDetail/PhoneNum08004771697
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0650 SOUTH CHERRY STREET STE 920
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DENVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080426
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt057895
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027519
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-30376
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt010470
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt057895
IRS990EZ/Form990TotalAssetsGrp/EOYAmt027519
IRS990EZ/GrossReceiptsAmt094
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt094
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt057895
IRS990EZ/NetAssetsOrFundBalancesEOYAmt027519
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt057895
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt027519
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAY CURTIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JOHN FARIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TIM DORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BRIAN ROHRBACHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VICE PRESIDENT
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt020000
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0DEDICATED TO PROMOTING SOCIAL WELFARE THROUGH EFFORTS TO INFORM AND EDUCATE THE PUBLIC AND LEADERS IN PRIVATE AND PUBLIC INSTITUTIONS ABOUTS WAYS TO ASSURE THEIR COMMUNITIES, AT TH ELOCAL AND STATE LEVEL, UNDERSTAND THE NEED FOR SMART AND SOUND FINANCIAL INSTITUTIONS AND THOSE WHO ARE SERVED BY SUCH INSTITUTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LOBBYING AND PRIMARY ELECTION WORK
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt030470
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt030470
IRS990EZ/TotalProgramServiceExpensesAmt030470
IRS990EZ/TotalRevenueAmt094
IRS990EZ/TypeOfOrganizationOtherDesc0NON-PROFIT
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 94.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: LOBBYING EXPENSES. AMOUNT: 20,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TIM DORE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08004771697
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ADVANCED STRATEGIES LTD
ReturnHeader/Filer/BusinessNameControlTxt0ADVA
ReturnHeader/Filer/EIN0810985481
ReturnHeader/Filer/PhoneNum08004771697
ReturnHeader/Filer/USAddress/AddressLine1Txt0650 SOUTH CHERRY STREET NO 920
ReturnHeader/Filer/USAddress/CityNm0DENVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080426
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840919886
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES MERTSCHING CPAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt032186 CASTLE COURT SUITE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EVERGREEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080439
ReturnHeader/PreparerPersonGrp/PhoneNum03034809090
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC L JONES CPA
ReturnHeader/ReturnTs02021-11-11T16:21:53-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TIM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DORE
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits