Civic Intelligence

Wayne N & Julia E Aspinall Foundation Inc

990 • Fiscal year 2014 • EIN 84-0845063

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 03, 2015

Organization ProfileN/A
PO Box 4737Grand Junction, CO 81502-4737

(970) 245-6490

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

85th percentile

32%

Higher net margin than 85% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

44th percentile

0.4%

Faster asset growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

73rd percentile

20%

Faster revenue growth than 73% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$768,501

Up $2,956 (+0.4%) from 2013

Net Assets

Up

$768,501

Up $2,956 (+0.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin85th percentile

Revenue

Up

$54,364

Up $9,224 (+20%) from 2013

Expenses

Down

$37,191

Down $1,986 (-5.1%) from 2013

Net Income

Up

$17,173

Up $11,210 (+188%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$1.0M$500K$0Assets 2010: $698,535Liabilities 2010: $0Net Assets 2010: $698,5352010Assets 2011: $677,831Liabilities 2011: $0Net Assets 2011: $677,8312011Assets 2012: $718,020Liabilities 2012: $0Net Assets 2012: $718,0202012Assets 2013: $765,545Liabilities 2013: $0Net Assets 2013: $765,5452013Assets 2014: $768,501Liabilities 2014: $0Net Assets 2014: $768,5012014Assets 2015: $744,549Liabilities 2015: $0Net Assets 2015: $744,5492015Assets 2016: $753,946Liabilities 2016: $0Net Assets 2016: $753,9462016Assets 2017: $816,901Liabilities 2017: $0Net Assets 2017: $816,9012017Assets 2018: $737,626Liabilities 2018: $0Net Assets 2018: $737,6262018Assets 2019: $824,006Liabilities 2019: $0Net Assets 2019: $824,0062019Assets 2020: $883,668Liabilities 2020: $0Net Assets 2020: $883,6682020Assets 2021: $921,550Liabilities 2021: $0Net Assets 2021: $921,5502021Assets 2022: $737,225Liabilities 2022: $0Net Assets 2022: $737,2252022Assets 2023: $755,900Liabilities 2023: $0Net Assets 2023: $755,9002023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2014

Assets$768,501
Liabilities$0
Net Assets$768,501
Open 2014 Filing

Operations Trend

Revenue Growth73rd percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2010: $31,6872010Expenses 2011: $33,9602011Expenses 2012: $44,6152012Revenue 2013: $45,140Expenses 2013: $39,177Net Income 2013: $5,9632013Revenue 2014: $54,364Expenses 2014: $37,191Net Income 2014: $17,1732014Revenue 2015: $68,472Expenses 2015: $39,704Net Income 2015: $28,7682015Revenue 2016: $35,943Expenses 2016: $38,856Net Income 2016: -$2,9132016Revenue 2017: $73,312Expenses 2017: $45,050Net Income 2017: $28,2622017Revenue 2018: $63,587Expenses 2018: $35,064Net Income 2018: $28,5232018Revenue 2019: $25,976Expenses 2019: $43,668Net Income 2019: -$17,6922019Revenue 2020: $63,741Expenses 2020: $42,875Net Income 2020: $20,8662020Revenue 2021: $90,215Expenses 2021: $51,222Net Income 2021: $38,9932021Revenue 2022: -$17,488Expenses 2022: $52,018Net Income 2022: -$69,5062022Revenue 2023: $33,862Expenses 2023: $48,166Net Income 2023: -$14,3042023Revenue 2024: $1,638Expenses 2024: $757,538Net Income 2024: -$755,9002024

Highlighted filing

2014

Revenue$54,364
Expenses$37,191
Net Income$17,173
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 3, 2015
Return Version
2014v5.0
Gross Receipts
$199,588
Mission and Program Overview

Mission

Funding education at Colorado Mesa University

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$753,865$755,641▲ $1,776
Savings and Temporary Cash Investments$11,680$12,860▲ $1,180
Total Assets$765,545$768,501▲ $2,956
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$765,545$768,501▲ $2,956
Total Net Assets Fund Balance$765,545$768,501▲ $2,956
Total Liabilities and Net Assets / Fund Balance$765,545$768,501▲ $2,956
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Robert TraylorPresident
Keith MottramVice President
Beth BuysDirector
Bill ClearyDirector
Carol MurphyDirector
Don MacKendrickDirector
Josh PenryDirector
Kathy SeloverDirector
Liz GeerDirector
Miffie BlozvichDirector
Pat GormleyDirector
Rebecca FrankeDirector
Sheryl FitzgeraldDirector
Steve SchulteDirector
Tillie BishopDirector
Kathleen McGinleySecretary
William GrahamTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,795
Program Service Revenue
$0
Investment Income
$48,409
Other Revenue
$160
All Other Contributions
$5,795
Change in Net Assets
$17,173
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$24,000
Other Expenses$13,191
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$24,000--$24,000
Fees for Service Investment Mgmnt Fees-$5,353-$5,353
Advertising$1,337--$1,337
Office Expenses-$821-$821
Fees for Services Accounting-$650-$650
Other Expenses$5,000$30-$30
Total Functional Expenses$30,337$6,854$0$37,191
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Colorado Mesa UniversityGrand Junction, CO509a1Scholarships provided to 11 individuals$24,000
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
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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 governing body review Part VI line 11

“The Form 990 is reviewed by the Treasurer and provided to the Board before filing.”

Conflict of interest policy compliance Part VI line 12C

“Taxpayer adopted a conflict of interest policy on 2/24/15. The board is required to report any incidences where there are conflicts of interest.”

Governing documents etc available to public Part VI line 19

“All records are available for inspection by any person requsting them in person or in writing by contacting the treasurer, Bill Graham.”

Filing and Contact Details

Filer

Filer Name
Wayne N & Julia E Aspinall Foundation Inc
EIN
84-0845063
Address
PO Box 4737, Grand Junction, CO 81502-4737

Signing Officer

Name
William Graham
Title
Treasurer
Phone
9702456490
Signed
2015-08-03
Discuss with paid preparer
Yes

Organization Details

Formed
1967
Legal Domicile
Co
Voting Board Members
17
Independent Board Members
17
Employees
0

Preparer

Firm
Daniel S Vogel CPA
Address
PO Box 4485, Grand Junction, CO 81502
Preparer
Daniel S Vogel
Phone
9702611670
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IRS990/PYGrantsAndSimilarPaidAmt024500
IRS990/PYInvestmentIncomeAmt039415
IRS990/PYOtherExpensesAmt014677
IRS990/PYOtherRevenueAmt0225
IRS990/PYRevenuesLessExpensesAmt05963
IRS990/PYTotalExpensesAmt039177
IRS990/PYTotalRevenueAmt045140
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt017173
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesRevenueGrp/ExclusionAmt0160
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt0160
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011680
IRS990/SavingsAndTempCashInvstGrp/EOYAmt012860
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Foundation is believed to be publicly supported based on the following facts and circumstances, as outlined in the 10% facts and circumstances test of Internal Revenue Regulation 1.170A-9(e)(3):1. The Foundation's support from the general public is normally substantial;2. The Foundation is organized so as to attract public support and is reasonable given its activities of scholarships and education programs;3. Due to the nature of the Foundation, the length of time it has been in existence, and the community in which it operates, a representative number of persons have contributed to the Foundation;4. The Foundation has a broad-based governing body that is comprised of many unrelated community leaders;5. The Foundation sponsors education programs open to the general public.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc010 Facts and Circumstances Test Part II line 17a or 17b
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05795
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05500
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07386
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt04350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09030
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt032061
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt019576
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt019872
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt021645
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt028398
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt024369
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0113860
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.21970
IRS990ScheduleA/PublicSupportPY170Pct00.19000
IRS990ScheduleA/PublicSupportTotal170Amt032061
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05795
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05500
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt07386
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt04350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09030
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt032061
IRS990ScheduleA/TotalSupportAmt0145921
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt024000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0509a1
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Scholarships provided to 11 individuals
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Colorado Mesa University
IRS990ScheduleI/RecipientTable/RecipientEIN0846001656
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01100 North Ave
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Grand Junction
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd081501
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0The Foundation works with Colorado Mesa University in selecting and funding all scholarship grants. The Foundation maintains records regarding the amount of the scholarship grants, the eligibility of the persons selected, and the selection criteria used to award the scholarship grants.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Form 990 is reviewed by the Treasurer and provided to the Board before filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Taxpayer adopted a conflict of interest policy on 2/24/15. The board is required to report any incidences where there are conflicts of interest.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2All records are available for inspection by any person requsting them in person or in writing by contacting the treasurer, Bill Graham.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0765545
IRS990/TotalAssetsEOYAmt0768501
IRS990/TotalAssetsGrp/BOYAmt0765545
IRS990/TotalAssetsGrp/EOYAmt0768501
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05795
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06854
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt030337
IRS990/TotalFunctionalExpensesGrp/TotalAmt037191
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0765545
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0768501
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt030337
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt048569
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt054364
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0765545
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0768501
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0765545
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0768501
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt017
IRS990/VotingMembersIndependentCnt017
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Graham
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum09702456490
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Wayne N & Julia E Aspinall Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0WAYN
ReturnHeader/Filer/EIN0840845063
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 4737
ReturnHeader/Filer/USAddress/CityNm0Grand Junction

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$768,501
Liabilities
$0
Net assets
$768,501
Revenue
$54,364
Expenses
$37,191
Net income
$17,173
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$7.58$7.56
2023Detailed filing. Detailed filing data is available for this year.$7.56$0.00$7.56$0.34$0.48$0.14
2022Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$0.17$0.52$0.70
2021Detailed filing. Detailed filing data is available for this year.$9.22$0.00$9.22$0.90$0.51$0.39
2020Detailed filing. Detailed filing data is available for this year.$8.84$0.00$8.84$0.64$0.43$0.21
2019Detailed filing. Detailed filing data is available for this year.$8.24$0.00$8.24$0.26$0.44$0.18
2018Detailed filing. Detailed filing data is available for this year.$7.38$0.00$7.38$0.64$0.35$0.29
2017Detailed filing. Detailed filing data is available for this year.$8.17$0.00$8.17$0.73$0.45$0.28
2016Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.36$0.39$0.03
2015Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$0.68$0.40$0.29
2014Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.54$0.37$0.17
2013Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.45$0.39$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.18$0.00$7.18$0.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.78$0.00$6.78$0.34
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.99$0.00$6.99$0.32