Civic Intelligence

Western Opportunity Fund

990PF • Fiscal year 2019 • EIN 83-0796107

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 26, 2020

Organization Profile
100 Saint Paul Street Suite 700Denver, CO 80206-5143

(303) 740-9400

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.

2019 filings • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

10th percentile

0.00x

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Net Margin

1st percentile

-380%

Higher net margin than 1% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

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

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

10th percentile

-4.6%

Faster asset growth than 10% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$50,852,643

Down $2,462,291 (-4.6%) from 2018

Net Assets

$50,852,643

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue10th percentileNet Margin1st percentile

Revenue

Down

$647,811

Down $53,382,223 (-99%) from 2018

Expenses

Up

$3,110,102

Up $2,395,002 (+335%) from 2018

Net Income

Down

-$2,462,291

Down $55,777,225 (-105%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$60M$40M$20M$0Assets 2018: $53,314,934Liabilities 2018: $02018Assets 2019: $50,852,643Liabilities 2019: $0Net Assets 2019: $50,852,6432019Assets 2020: $57,166,995Liabilities 2020: $0Net Assets 2020: $57,166,9952020Assets 2021: $59,747,570Liabilities 2021: $0Net Assets 2021: $59,747,5702021Assets 2022: $9,233,320Liabilities 2022: $0Net Assets 2022: $9,233,3202022Assets 2023: $33,567,346Liabilities 2023: $251,749Net Assets 2023: $33,315,5972023Assets 2024: $43,692,572Liabilities 2024: $0Net Assets 2024: $43,692,5722024

Highlighted filing

2019

Assets$50,852,643
Liabilities$0
Net Assets$50,852,643
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

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

$100M$50M$0-$50MRevenue 2018: $54,030,034Expenses 2018: $715,100Net Income 2018: $53,314,9342018Revenue 2019: $647,811Expenses 2019: $3,110,102Net Income 2019: -$2,462,2912019Revenue 2020: $8,053,787Expenses 2020: $1,739,435Net Income 2020: $6,314,3522020Revenue 2021: $5,000,090Expenses 2021: $2,419,515Net Income 2021: $2,580,5752021Revenue 2022: $31,591,154Expenses 2022: $62,287,044Net Income 2022: -$30,695,8902022Revenue 2023: $25,128,565Expenses 2023: $1,039,734Net Income 2023: $24,088,8312023Revenue 2024: $12,030,176Expenses 2024: $1,653,201Net Income 2024: $10,376,9752024

Highlighted filing

2019

Revenue$647,811
Expenses$3,110,102
Net Income-$2,462,291
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 26, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL M RADYDirector, President, Treas-$0--
J KENT NOSSAMAN JRVice President, Secretary-$0--
Filing and Contact Details

Filer

Filer Name
Western Opportunity Fund
EIN
83-0796107
Phone
3037409400
Address
100 SAINT PAUL STREET SUITE 700, DENVER, CO 80206-5143

Signing Officer

Name
J Kent Nossaman Jr
Title
Vice President
Phone
3037409400
Signed
2020-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
8181 E TUFTS AVE SUITE 600, DENVER, CO 80237
Preparer
Jeff S Watkins
Phone
3037409400
Raw XML Appendix337 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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CashDeemedCharitableExplnStmt/ShortExplanationTxt0WESTERN OPPORTUNITY FUND (THE "FOUNDATION") IS CONSTRUCTING THE PAUL M. RADY SCHOOL OF COMPUTER SCIENCE AND ENGINEERING BUILDING (THE "BUILDING"). THE PROJECTED COST TO COMPLETE CONSTRUCTION OF THE BUILDING IS $19,729,453. THE MAJORITY OF THE FOUNDATION'S ASSETS ARE BEING HELD FOR THE FOUNDATION'S CHARITABLE PURPOSE OF CONSTRUCTING THE BUILDING. THE CASH DEEMED HELD FOR CHARITABLE ACTIVITIES WAS CALCULATED AS A RATIO OF PROJECTED CONSTRUCTION COSTS TO THE ASSETS REPORTED ON PART X, LINE 1D.
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MELANIE STARCK
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt08181 E TUFTS AVE STE 600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DENVER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080237
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03037409400
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd01
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0WESTERN OPPORTUNITY FUND (THE "FOUNDATION") IS CONSTRUCTING THE PAUL M. RADY SCHOOL OF COMPUTER SCIENCE AND ENGINEERING BUILDING (THE "BUILDING") LOCATED ON THE CAMPUS OF WESTERN COLORADO UNIVERSITY (THE "UNIVERSITY") IN GUNNISON, COLORADO. THE BUILDING WILL BE A 75,000 SQUARE FOOT AND LEED CERTIFIED BUILDING WITH VERSATILE TEACHING AND LAB SPACES ALONG WITH INDOOR AND OUTDOOR LEARNING AREAS. THE UNIVERSITY WILL USE THE BUILDING TO EDUCATE STUDENTS WHERE THEY WILL BE ABLE TO OBTAIN DEGREES IN COMPUTER SCIENCE AND MECHANICAL ENGINEERING.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0THROUGH PROJECT LEO, WESTERN OPPORTUNITY FUND ASSISTS WESTERN COLORADO UNIVERSITY WITH RECRUITMENT OF BOTH FACULTY AND STUDENTS TO THE PAUL M. RADY SCHOOL OF COMPUTER SCIENCE AND ENGINEERING.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt020483922
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt02355522
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02160112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT THE UNIVERSITY IN RECRUITING FACULTY AND STUDENTS TO THE PAUL M. RADY SCHOOL OF COMPUTER SCIENCE AND ENGINEERING.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WESTERN COLORADO UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 WESTERN WAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0GUNNISON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd081231
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02160112
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt010710
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt010710
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03629343
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CONSTRUCTION IN PROGRESS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt027742607
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt027742607
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0600
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0195410
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MARKETING SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0195410
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0710000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0J KENT NOSSAMAN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03037409400
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WESTERN OPPORTUNITY FUND
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0830796107
ReturnHeader/Filer/PhoneNum03037409400
ReturnHeader/Filer/USAddress/AddressLine1Txt0100 SAINT PAUL STREET SUITE 700
ReturnHeader/Filer/USAddress/CityNm0DENVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd0802065143
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F90D3CC8C5DAE129C2289B30722D05FA33A75D4B
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.161.195.194
ReturnHeader/FilingSecurityInformation/IPDt02020-10-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm018:04:17
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08181 E TUFTS AVE SUITE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DENVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080237
ReturnHeader/PreparerPersonGrp/PhoneNum03037409400
ReturnHeader/PreparerPersonGrp/PreparationDt02020-10-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFF S WATKINS
ReturnHeader/ReturnTs02020-11-13T15:28:42-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,852,643
Liabilities
$0
Net assets
$50,852,643
Revenue
$647,811
Expenses
$3,110,102
Net income
-$2,462,291
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$43.7$0.00$43.7$12.0$1.65$10.4
2023Detailed filing. Detailed filing data is available for this year.$33.6$0.25$33.3$25.1$1.04$24.1
2022Detailed filing. Detailed filing data is available for this year.$9.23$0.00$9.23$31.6$62.3$30.7
2021Detailed filing. Detailed filing data is available for this year.$59.7$0.00$59.7$5.00$2.42$2.58
2020Detailed filing. Detailed filing data is available for this year.$57.2$0.00$57.2$8.05$1.74$6.31
2019Detailed filing. Detailed filing data is available for this year.$50.9$0.00$50.9$0.65$3.11$2.46
2018Summary only. Only limited summary data is available for this year.$53.3$0.00$54.0$0.72$53.3