Civic Intelligence

Foundation Santa Rosa

990 • Fiscal year 2018 • EIN 81-3911826

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileN/A
1290 W Milan AveEnglewood, CO 80110

(267) 441-8530

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2018 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

9th percentile

0.00x

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

2018 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2018

Net Margin

75th percentile

33%

Higher net margin than 75% of similar nonprofits.

2018 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

29th percentile

$0

Higher top officer pay than 29% of similar nonprofits.

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

2018 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2018

Asset Growth

58th percentile

3.2%

Faster asset growth than 58% of similar nonprofits.

2018 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

86th percentile

48%

Faster revenue growth than 86% of similar nonprofits.

2018 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$11,717,637

Up $367,851 (+3.2%) from 2017

Net Assets

Up

$11,717,637

Up $967,851 (+9.0%) from 2017

Liabilities

Down

$0

Down $600,000 (-100%) from 2017

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin75th percentile

Revenue

Up

$2,910,000

Up $940,000 (+48%) from 2017

Expenses

Down

$1,942,149

Down $1,007,152 (-34%) from 2017

Net Income

Up

$967,851

Up $1,947,152 (+199%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$60M$40M$20M$0Assets 2016: $12,403,134Liabilities 2016: $860,965Net Assets 2016: $11,542,1692016Assets 2017: $11,349,786Liabilities 2017: $600,000Net Assets 2017: $10,749,7862017Assets 2018: $11,717,637Liabilities 2018: $0Net Assets 2018: $11,717,6372018Assets 2019: $11,674,015Liabilities 2019: $0Net Assets 2019: $11,674,0152019Assets 2020: $17,923,512Liabilities 2020: $0Net Assets 2020: $17,923,5122020Assets 2021: $19,448,721Liabilities 2021: $0Net Assets 2021: $19,448,7212021Assets 2022: $33,001,642Liabilities 2022: $2,594,170Net Assets 2022: $30,407,4722022Assets 2024: $46,032,094Liabilities 2024: $6,945,356Net Assets 2024: $39,086,7382024

Highlighted filing

2018

Assets$11,717,637
Liabilities$0
Net Assets$11,717,637
Open 2018 Filing

Operations Trend

Revenue Growth86th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2016: $219,929Expenses 2016: $3,849,414Net Income 2016: -$3,629,4852016Revenue 2017: $1,970,000Expenses 2017: $2,949,301Net Income 2017: -$979,3012017Revenue 2018: $2,910,000Expenses 2018: $1,942,149Net Income 2018: $967,8512018Revenue 2019: $1,886,346Expenses 2019: $1,929,968Net Income 2019: -$43,6222019Revenue 2020: $7,886,147Expenses 2020: $1,636,650Net Income 2020: $6,249,4972020Revenue 2021: $2,992,044Expenses 2021: $2,092,226Net Income 2021: $899,8182021Revenue 2022: $15,214,082Expenses 2022: $2,691,156Net Income 2022: $12,522,9262022Revenue 2024: $5,582,732Expenses 2024: $2,691,631Net Income 2024: $2,891,1012024

Highlighted filing

2018

Revenue$2,910,000
Expenses$1,942,149
Net Income$967,851
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$2,910,000
Mission and Program Overview

Mission

To provide assistance for religious, charitable and educational purposes in the United States and abroad

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$10,794,048$11,078,048▲ $284,000
Cash and Non-Interest-Bearing Accounts$17,076$100,927▲ $83,851
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$11,349,786$11,717,637▲ $367,851
Other Assets Total$538,662$538,662→ $0
Liabilities
Other Liabilities$600,000--
Total Liabilities$600,000$0▼ $600,000
Net Assets / Fund Balance
Unrestricted Net Assets$10,749,786$11,717,637▲ $967,851
Total Net Assets Fund Balance$10,749,786$11,717,637▲ $967,851
Total Liabilities and Net Assets / Fund Balance$11,349,786$11,717,637▲ $367,851
Compensation and Service Providers
Top Officer Pay29th percentile

Board Members and Trustees

NameTitle
Juan Carlos Len AlvarezPresident
Gonzalo Agustin Flores SantanaDirector
Jose Andres Ambrozic VelezmoroSecretary
Ernesto FranciscoVallejo BarbaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,910,000
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$2,910,000
Change in Net Assets
$967,851
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,843,212
Other Expenses$98,937
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$1,843,212--$1,843,212
Interest-$27,328-$27,328
Other Expenses-$2,997-$2,997
Total Functional Expenses$1,843,212$98,937$0$1,942,149
International Activity

International Summary

Spending
$1,843,212

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
ItalyProgram ServicesSCV Community Programs00$526,647
BrasilProgram servicesSCV Community Programs00$524,801
ChileProgram ServicesSCV Community Programs00$364,440
Costa RicaProgram ServicesEducational Support00$199,402
ChileProgram ServicesEducational Support00$138,000
EquadorProgram ServicesSCV Community Expenses00$75,622
Costa RicaProgram ServicesSCV Community Programs00$14,300
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Backup withholding compliance
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 is reviewed by the board of directors/finance committee prior to filing”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Upon request”

Filing and Contact Details

Filer

Filer Name
Foundation Santa Rosa
EIN
81-3911826
Phone
2674418530
Address
1290 W Milan Ave, Englewood, CO 80110

Signing Officer

Name
Jose Andres Ambrozic Velezmoro
Title
Secretary
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
2016
Legal Domicile
Co
Voting Board Members
4
Independent Board Members
4
Employees
0

Preparer

Firm
L W Barczuk & Co
Address
PO BOX 4465, GREENWOOD VILLAGE, CO 80155
Preparer
Lynn Barczuk
Phone
7204075015
Supplemental Narrative

Additional Explanations

Schedule O addendum

“The organization qualified to operate in the United States commencing on 6/21/2016,and filed Form 8976 as required.The organization was previously a Panama private interest foundation (Fundacion Santa Rosa)organized and operated exclusively for educational, religious and charitable purposes. On September 20, 2016, the organization changed its country of organization from Panama to a Colorado non-profit corporation operating under United States laws pursuant to statutory re-domestication procedures under the laws of Panama and the United States of America by filing a Certificate of Conversion with the state of Colorado to operate for identical purposes in the state of Colorado pursuant to a Plan of Redomestication. The organization is in the final stages of developing a conflict of interest policy, a document retention policy, a whistle blower policy, etc.”

Raw XML AppendixShowing 400 of 450 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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IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt0524801
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1364440
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt2138000
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt314300
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt4199402
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt575622
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt6526647
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt0Wire trans
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt1Wire trans
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt2Wire trans
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt3Wire trans
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt4Wire trans
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt5Wire trans
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/MannerOfCashDisbursementTxt6Wire trans
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt0Program services
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt1Program services
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt2Program Services
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt3Program services
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt4Program services
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt5Program Services
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/PurposeOfGrantTxt6Program Services
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt0Brasil
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt1Chile
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt2Chile
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt3Costa Rica
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt4Costa Rica
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt5Equador
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt6Italy
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalSpentAmt01843212
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0Criteria for monitoring the use of grant funds is outlined in the Foundation Santa Rosa - Instructions for Requesting Financial Assistance. The grant recipient must confirm the arrival of funds and send reports on the development or conclusion of the funded project. This report must be sent no later than March of the year following the date of the grant or an alternate date specified in the application.
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt1Cash
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside US
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 3f - Method of Accounting
IRS990ScheduleF/Total501c3OrgCnt07
IRS990ScheduleF/TotalSpentAmt01843212
IRS990ScheduleF/TransferToForeignCorpInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is reviewed by the board of directors/finance committee prior to filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The organization qualified to operate in the United States commencing on 6/21/2016,and filed Form 8976 as required.The organization was previously a Panama private interest foundation (Fundacion Santa Rosa)organized and operated exclusively for educational, religious and charitable purposes. On September 20, 2016, the organization changed its country of organization from Panama to a Colorado non-profit corporation operating under United States laws pursuant to statutory re-domestication procedures under the laws of Panama and the United States of America by filing a Certificate of Conversion with the state of Colorado to operate for identical purposes in the state of Colorado pursuant to a Plan of Redomestication. The organization is in the final stages of developing a conflict of interest policy, a document retention policy, a whistle blower policy, etc.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule O addendum
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0true
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1true
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0Providential Group
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0813901281
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C-Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C-Corp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/AddressLine1Txt0Calle Camino Real 390 Central Piso
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/CityNm0Lima
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/CountryCd0PE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/ForeignPostalCd015073
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/ProvinceOrStateNm0San Isidoro
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileForeignCountryCd0PE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct11.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Investment
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1Investment
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Providential Group Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1Inversiones San Jose SAC 20117471161
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt03290 W Milan Ave
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Englewood
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd080110
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0true
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0INVERSIONES SAN JOSE SAC20117471161Calle Camino Real 390 Torre Central Piso 1201 San Isidro DistrictLima, Peru 15073
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0Sch R, Part IV, #2a, Foreign Address Clarification:
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt09935767
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Providential Group Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0d
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt011349786
IRS990/TotalAssetsEOYAmt011717637
IRS990/TotalAssetsGrp/BOYAmt011349786
IRS990/TotalAssetsGrp/EOYAmt011717637
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt02910000
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt098937
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01843212
IRS990/TotalFunctionalExpensesGrp/TotalAmt01942149
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0600000
IRS990/TotalLiabilitiesEOYAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,717,637
Liabilities
$0
Net assets
$11,717,637
Revenue
$2,910,000
Expenses
$1,942,149
Net income
$967,851
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.0$6.95$39.1$5.58$2.69$2.89
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.0$2.59$30.4$15.2$2.69$12.5
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$0.00$19.4$2.99$2.09$0.90
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.9$0.00$17.9$7.89$1.64$6.25
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.7$0.00$11.7$1.89$1.93$0.04
2018Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$2.91$1.94$0.97
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.3$0.60$10.7$1.97$2.95$0.98
2016Summary only. Only limited summary data is available for this year.$12.4$0.86$11.5$0.22$3.85$3.63