Civic Intelligence

Foundation Santa Rosa

990 • Fiscal year 2020 • EIN 81-3911826

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

11th percentile

0.00x

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

2020 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

11th percentile

0.00x

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

2020 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2020

Net Margin

94th percentile

79%

Higher net margin than 94% of similar nonprofits.

2020 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

2020 filings • 501(c)4 • $10M-$25M nonprofits • Source year 2020

Asset Growth

88th percentile

54%

Faster asset growth than 88% of similar nonprofits.

2020 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

318%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • 501(c)4 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$17,923,512

Up $6,249,497 (+54%) from 2019

Net Assets

Up

$17,923,512

Up $6,249,497 (+54%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$7,886,147

Up $5,999,801 (+318%) from 2019

Expenses

Down

$1,636,650

Down $293,318 (-15%) from 2019

Net Income

Up

$6,249,497

Up $6,293,119 (+14426%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$17,923,512
Liabilities$0
Net Assets$17,923,512

Operations Trend

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

2020

Revenue$7,886,147
Expenses$1,636,650
Net Income$6,249,497
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$7,886,147
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$11,080,394$10,100,849▼ $979,545
Cash and Non-Interest-Bearing Accounts$54,959$7,271,352▲ $7,216,393
Accounts Receivable-$12,649-
Savings and Temporary Cash Investments-$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$11,674,015$17,923,512▲ $6,249,497
Other Assets Total$538,662$538,662→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,674,015$17,923,512▲ $6,249,497
Total Net Assets Fund Balance$11,674,015$17,923,512▲ $6,249,497
Total Liabilities and Net Assets / Fund Balance$11,674,015$17,923,512▲ $6,249,497
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$3,290,000
Program Service Revenue
$0
Investment Income
$4,595,889
Other Revenue
$258
All Other Contributions
$3,290,000
Change in Net Assets
$6,249,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,424,620
Other Expenses$212,030
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$1,420,320--$1,420,320
Grants to Domestic Orgs$4,300--$4,300
Other Expenses-$601-$601
Total Functional Expenses$1,424,620$212,030$0$1,636,650
International Activity

International Summary

Spending
$1,420,320

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$502,519
BrasilProgram servicesSCV Community Programs00$384,863
EquadorProgram ServicesSCV Community Expenses00$163,804
ChileProgram ServicesSCV Community Programs00$148,553
ColumbiaProgram ServicesSCV Community Expenses00$95,270
ArgentinaProgram servicesSCV Community Expenses00$80,200
Costa RicaProgram ServicesSCV Community Programs00$35,382
EcuadorProgram ServicesApostolic Works/Education00$9,729
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
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
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
Yes
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
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Formed
2016
Legal Domicile
Co
Voting Board Members
5
Independent Board Members
5
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.

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IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt6SCV Community Expenses
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt7SCV Community Expenses
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Program services
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1Program Services
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2Program Services
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt3Program Services
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt4Program Services
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt5Program Services
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt6Program Services
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt7Program services
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0false
IRS990ScheduleF/ForeignPartnershipInd0false
IRS990ScheduleF/GrantRecordsMaintainedInd0true
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt080200
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt1384863
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt2148553
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt395270
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt435382
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt5173533
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/CashGrantAmt6502519
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/RegionTxt0Argentina
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt1Brazil
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt2Chile
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt3Columbia
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt4Costa Rica
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt5Ecuador
IRS990ScheduleF/GrantsToOrgOutsideUSGrp/RegionTxt6Italy
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0false
IRS990ScheduleF/SubtotalSpentAmt01420320
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/Total501c3OrgCnt06
IRS990ScheduleF/TotalOtherOrgCnt01
IRS990ScheduleF/TotalSpentAmt01420320
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.
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 28 No 150 Monterrico Norte
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/CityNm0Lima
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/CountryCd0PE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/ForeignPostalCd015037
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ForeignAddress/ProvinceOrStateNm0San Borja
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileForeignCountryCd0PE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct01.00000
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/OwnershipPct10.62240
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Investment
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1Investment
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Providential Group Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1Inversiones San Jose SAC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt03290 W Milan Avenue
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Englewood
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd080110
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0true
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0true
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0INVERSIONES SAN JOSE SACCalle 28, No. 150, Monterrico Norte San Borja - Lima. CP 15037
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0Sch R, Part IV, #2a, Foreign Address Clarification:
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0295889
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt110018013
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Loan documents
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1Loan documents
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0Providential Group Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1Providential Group Inc
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0a
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1d
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false

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