Civic Intelligence

Jeffco Prosperity Partners

990 • Fiscal year 2023 • EIN 82-1885665

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 06, 2024

900 Jefferson County ParkwayGolden, CO 80401-6001

(303) 877-4310

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.06x

Higher debt load relative to assets than 62% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

67th percentile

0.09x

Higher debt load relative to revenue than 67% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

68th percentile

$51,594

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

92nd percentile

80%

Faster asset growth than 92% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

368%

Faster revenue growth than 97% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$825,223

Up $366,322 (+80%) from 2022

Net Assets

Up

$775,738

Up $318,719 (+70%) from 2022

Liabilities

Up

$49,485

Up $47,603 (+2529%) from 2022

Revenue

Up

$550,118

Up $432,534 (+368%) from 2022

Expenses

Up

$486,232

Up $383,111 (+372%) from 2022

Net Income

Up

$63,886

Up $49,423 (+342%) from 2022

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2017: $56,975Liabilities 2017: $02017Assets 2018: $70,530Liabilities 2018: $02018Assets 2019: $347,009Liabilities 2019: $232Net Assets 2019: $346,7772019Assets 2020: $331,106Liabilities 2020: $440Net Assets 2020: $330,6662020Assets 2021: $481,420Liabilities 2021: $25,477Net Assets 2021: $455,9432021Assets 2022: $458,901Liabilities 2022: $1,882Net Assets 2022: $457,0192022Assets 2023: $825,223Liabilities 2023: $49,485Net Assets 2023: $775,7382023Assets 2024: $810,730Liabilities 2024: $30,265Net Assets 2024: $780,4652024

Highlighted filing

2023

Assets$825,223
Liabilities$49,485
Net Assets$775,738

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2017: $56,965Expenses 2017: $21Net Income 2017: $56,9442017Revenue 2018: $27,925Expenses 2018: $1,149Net Income 2018: $26,7762018Revenue 2019: $339,518Expenses 2019: $70,505Net Income 2019: $269,0132019Revenue 2020: $73,800Expenses 2020: $89,911Net Income 2020: -$16,1112020Revenue 2021: $278,669Expenses 2021: $153,390Net Income 2021: $125,2792021Revenue 2022: $117,584Expenses 2022: $103,121Net Income 2022: $14,4632022Revenue 2023: $550,118Expenses 2023: $486,232Net Income 2023: $63,8862023Revenue 2024: $334,359Expenses 2024: $332,971Net Income 2024: $1,3882024

Highlighted filing

2023

Revenue$550,118
Expenses$486,232
Net Income$63,886
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 6, 2024
Return Version
2023v5.1
Gross Receipts
$550,118
Mission and Program Overview

Mission

To decrease generational poverty and dependency on government benefits by incubating and promoting innovations that fuel prosperity for all families.

Jeffco prosperity partners is a community, supporting families moving from poverty to prosperity through a multi-generation approach - students to diploma and parents to self-defined prosperity

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$389,086$488,720▲ $99,634
Pledges and Grants Receivable-$269,580-
Investments in Publicly Traded Securities$58,355$62,623▲ $4,268
Accounts Receivable$11,460$4,300▼ $7,160
Total Assets$458,901$825,223▲ $366,322
Liabilities
Accounts Payable and Accrued Expenses$1,882$49,485▲ $47,603
Total Liabilities$1,882$49,485▲ $47,603
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$111,997$447,336▲ $335,339
Net Assets With Donor Restrictions$345,022$328,402▼ $16,620
Total Net Assets Fund Balance$457,019$775,738▲ $318,719
Total Liabilities and Net Assets / Fund Balance$458,901$825,223▲ $366,322
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Roxanne DunawaySpecial Projects CoordinatorFT$51,594$51,594

Board Members and Trustees

NameTitle
Moe KellerPresident
Amy WiebeVice President
Henry SobanetBoard Member
Mary BergBoard Member
Michael BeasleyBoard Member
Randy AtkinsonBoard Member
Renny FaganBoard Member
David PfluegerBoard Member (from 02/23)
Marybeth GoodwinBoard Member (from 04/23)
Lang SiasBoard Member (thru 02/23)
Anne BurkholderBoard Member (thru 04/23)
Ali LasellBoard Member (thru 10/23)
Jereme KoehlerSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$544,262
Program Service Revenue
$0
Investment Income
$5,856
Other Revenue
$0
All Other Contributions
$538,232
Change in Net Assets
$63,886
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$238,708
Other Expenses$233,046
Total Fundraising Expense$29,499
Grants and Similar Amounts Paid$10,153
Professional Fundraising Fees$4,325

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$152,855$30,571$20,381$203,807
Fees for Services Other$54,866$3,048$3,048$60,962
Payroll Taxes$26,176$6,980$1,745$34,901
Information Technology$17,435$17,436$0$34,871
All Other Expenses$13,601$0$0$13,601
Grants to Domestic Orgs$10,153--$10,153
Other Expenses$10,145$0$0$10,145
Fees for Services Accounting$5,027$5,027$0$10,054
Fees for Services Professional Fundraising--$4,325$4,325
Insurance$0$2,599$0$2,599
Office Expenses$123$873$0$996
Fees for Service Investment Mgmnt Fees$0$614$0$614
Travel$0$232$0$232
Total Functional Expenses$389,353$67,380$29,499$486,232
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$4,325
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
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
Filing and Contact Details

Filer

Filer Name
Jeffco Prosperity Partners
EIN
82-1885665
Phone
3038774310
Address
900 JEFFERSON COUNTY PARKWAY, GOLDEN, CO 80401-6001

Signing Officer

Name
Jereme Koehler
Title
Treasurer
Phone
3038774310
Signed
2024-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Moe Keller
Formed
2017
Legal Domicile
Co
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
10

Preparer

Firm
Hillary Morgridge CPA LLC
Address
3055 S Clermont Dr, Denver, CO 80222
Preparer
Hillary Morgridge CPA
Phone
3035850853
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The board of directors recieves a copy of the form 990 for review and comment prior to filing.

Pt VI, Line 12C

All board members are required to review and sign the conflict of interest policy and disclose any potential conflict of interest on an annual basis.

Pt VI, Line 19

The organizations governing documents, conflict of interest policy and financial statements are provided upon written request.

Pt VI, Line 3

No management duties customarily performed by or under the direct supervision of offices, directors, trustees or key employees are delegated to a management company or other person; however all paid staff are employees of jefferson county, colorado, and are thus subject to the countys employment policies, practices, and procedures, including supervision, performance evaluations and determinations of compensation.

Form 990, Part IX, Line 11G

Program contractors paid to county 60962. 54866. 3048. 3048.

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IRS990/OfficeExpensesGrp/ProgramServicesAmt0123
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
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IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1ASSISTANCE PAYMENTS
IRS990/OtherExpensesGrp/Desc2FACILITIES & EQUIPMENT
IRS990/OtherExpensesGrp/Desc3OTHER PROGRAM EXPENSES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
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IRS990/OtherExpensesGrp/ProgramServicesAmt044903
IRS990/OtherExpensesGrp/ProgramServicesAmt138465
IRS990/OtherExpensesGrp/ProgramServicesAmt215604
IRS990/OtherExpensesGrp/ProgramServicesAmt310145
IRS990/OtherExpensesGrp/TotalAmt044903
IRS990/OtherExpensesGrp/TotalAmt138465
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt020381
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt030571
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0152855
IRS990/OtherSalariesAndWagesGrp/TotalAmt0203807
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01745
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt06980
IRS990/PayrollTaxesGrp/ProgramServicesAmt026176
IRS990/PayrollTaxesGrp/TotalAmt034901
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0269580
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0MOE KELLER
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt097124
IRS990/PYExcessBenefitTransInd0false
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IRS990/PYInvestmentIncomeAmt020460
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt073800
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0338271
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IRS990ScheduleA/PublicSupportCY509Pct00
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES SUPPORT FOR FOOD TO SEVERAL LOCAL ORGANIZATIONS SERVING THE COMMUNITY. DUE TO ALL GRANTS BEING UNDER $2,500, THE ORGANIZATION DOES NOT MONITOR THE USE OF THE FUNDS FOR THE 501C3 ORGANIZATIONS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
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IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS RECIEVES A COPY OF THE FORM 990 FOR REVIEW AND COMMENT PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL BOARD MEMBERS ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL CONFLICT OF INTEREST ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO MANAGEMENT DUTIES CUSTOMARILY PERFORMED BY OR UNDER THE DIRECT SUPERVISION OF OFFICES, DIRECTORS, TRUSTEES OR KEY EMPLOYEES ARE DELEGATED TO A MANAGEMENT COMPANY OR OTHER PERSON; HOWEVER ALL PAID STAFF ARE EMPLOYEES OF JEFFERSON COUNTY, COLORADO, AND ARE THUS SUBJECT TO THE COUNTYS EMPLOYMENT POLICIES, PRACTICES, AND PROCEDURES, INCLUDING SUPERVISION, PERFORMANCE EVALUATIONS AND DETERMINATIONS OF COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PROGRAM CONTRACTORS PAID TO COUNTY 60962. 54866. 3048. 3048.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 11g
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TotReportableCompRltdOrgAmt00

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