Civic Intelligence

Western Opportunity Fund

990PF • Fiscal year 2020 • EIN 83-0796107

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

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

12th percentile

0.00x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

11th percentile

0.00x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

94th percentile

78%

Higher net margin than 94% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

15th percentile

$0

Higher top officer pay than 15% of similar nonprofits.

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

1143%

Faster revenue growth than 99% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$57,166,995

Up $6,314,352 (+12%) from 2019

Net Assets

Up

$57,166,995

Up $6,314,352 (+12%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue11th percentileNet Margin94th percentile

Revenue

Up

$8,053,787

Up $7,405,976 (+1143%) from 2019

Expenses

Down

$1,739,435

Down $1,370,667 (-44%) from 2019

Net Income

Up

$6,314,352

Up $8,776,643 (+356%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2020

Assets$57,166,995
Liabilities$0
Net Assets$57,166,995
Open 2020 Filing

Operations Trend

Revenue Growth99th 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

2020

Revenue$8,053,787
Expenses$1,739,435
Net Income$6,314,352
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay15th 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
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Plante & Moran Pllc
Address
8181 E TUFTS AVE SUITE 600, DENVER, CO 80237
Preparer
Paul Meyer
Phone
3037409400
Raw XML Appendix318 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 $1,491,710. 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/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/Expenses1Amt026182431
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt01307060
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01307060
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/TotalGrantOrContriPdDurYrAmt01307060
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
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0PAUL M RADY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0100 SAINT PAUL STREET SUITE 700
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DENVER
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd0802065143
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt08000000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt027742607
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CONSTRUCTION IN PROGRESS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1CHECKS IN TRANSIT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt053925038
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1-387
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt053925038
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1-387
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt15992
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0406662
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt111984
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MARKETING SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0406662
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt15992
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0J KENT NOSSAMAN JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03037409400
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
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/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/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PAUL MEYER
ReturnHeader/ReturnTs02021-11-15T10:00:27-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KENT NOSSAMAN JR
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$57,166,995
Liabilities
$0
Net assets
$57,166,995
Revenue
$8,053,787
Expenses
$1,739,435
Net income
$6,314,352
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
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