Civic Intelligence

San Luis Valley Development Resources Group

990 • Fiscal year 2019 • EIN 84-0896112

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization Profileslvdrg.org
610 State Ave Suite 200Alamosa, CO 81101

(719) 589-6099

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.10x

Higher debt load relative to assets than 42% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

65th percentile

0.33x

Higher debt load relative to revenue than 65% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

79th percentile

22%

Higher net margin than 79% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

44th percentile

$109,354

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

58th percentile

5.7%

Faster asset growth than 58% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

95th percentile

125%

Faster revenue growth than 95% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$7,682,314

Up $416,408 (+5.7%) from 2018

Net Assets

Up

$6,938,930

Up $504,902 (+7.8%) from 2018

Liabilities

Down

$743,384

Down $88,494 (-11%) from 2018

Revenue And Expenses
Liabilities / Revenue65th percentileNet Margin79th percentile

Revenue

Up

$2,272,248

Up $1,260,972 (+125%) from 2018

Expenses

Up

$1,767,346

Up $1,176,205 (+199%) from 2018

Net Income

Up

$504,902

Up $84,767 (+20%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$15M$10M$5.0M$0Assets 2011: $4,757,033Liabilities 2011: $327,498Net Assets 2011: $4,429,5352011Assets 2012: $4,838,694Liabilities 2012: $426,420Net Assets 2012: $4,412,2742012Assets 2013: $4,873,307Liabilities 2013: $511,056Net Assets 2013: $4,362,2512013Assets 2014: $6,067,988Liabilities 2014: $483,495Net Assets 2014: $5,584,4932014Assets 2015: $7,504,622Liabilities 2015: $1,445,224Net Assets 2015: $6,059,3982015Assets 2016: $7,386,184Liabilities 2016: $1,468,754Net Assets 2016: $5,917,4302016Assets 2017: $7,503,706Liabilities 2017: $1,486,344Net Assets 2017: $6,017,3622017Assets 2018: $7,265,906Liabilities 2018: $831,878Net Assets 2018: $6,434,0282018Assets 2019: $7,682,314Liabilities 2019: $743,384Net Assets 2019: $6,938,9302019Assets 2020: $8,132,047Liabilities 2020: $740,195Net Assets 2020: $7,391,8522020Assets 2021: $9,461,595Liabilities 2021: $824,830Net Assets 2021: $8,636,7652021Assets 2022: $11,239,797Liabilities 2022: $2,055,077Net Assets 2022: $9,184,7202022Assets 2023: $11,631,348Liabilities 2023: $2,375,625Net Assets 2023: $9,255,7232023Assets 2024: $11,373,895Liabilities 2024: $2,258,025Net Assets 2024: $9,115,8702024

Highlighted filing

2019

Assets$7,682,314
Liabilities$743,384
Net Assets$6,938,930
Open 2019 Filing

Operations Trend

Revenue Growth95th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $940,262Expenses 2011: $882,478Net Income 2011: $57,7842011Expenses 2012: $1,045,8612012Revenue 2013: $970,315Expenses 2013: $1,020,338Net Income 2013: -$50,0232013Revenue 2014: $1,988,985Expenses 2014: $766,743Net Income 2014: $1,222,2422014Revenue 2015: $1,238,722Expenses 2015: $763,817Net Income 2015: $474,9052015Revenue 2016: $715,093Expenses 2016: $857,061Net Income 2016: -$141,9682016Revenue 2017: $765,254Expenses 2017: $665,322Net Income 2017: $99,9322017Revenue 2018: $1,011,276Expenses 2018: $591,141Net Income 2018: $420,1352018Revenue 2019: $2,272,248Expenses 2019: $1,767,346Net Income 2019: $504,9022019Revenue 2020: $1,873,756Expenses 2020: $1,420,834Net Income 2020: $452,9222020Revenue 2021: $2,612,937Expenses 2021: $1,368,024Net Income 2021: $1,244,9132021Revenue 2022: $4,149,975Expenses 2022: $3,602,035Net Income 2022: $547,9402022Revenue 2023: $2,120,564Expenses 2023: $2,049,561Net Income 2023: $71,0032023Revenue 2024: $1,270,859Expenses 2024: $1,410,712Net Income 2024: -$139,8532024

Highlighted filing

2019

Revenue$2,272,248
Expenses$1,767,346
Net Income$504,902
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.0
Gross Receipts
$2,272,248
Mission and Program Overview

Mission

Economic development planning for local governments and agencies and administration of revolving loan fund.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$5,966,035$6,461,376▲ $495,341
Savings and Temporary Cash Investments$757,319$482,098▼ $275,221
Pledges and Grants Receivable$88,096$281,150▲ $193,054
Cash and Non-Interest-Bearing Accounts$199,376$252,966▲ $53,590
Land, Buildings, and Equipment, Net$180,995$174,664▼ $6,331
Accounts 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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$7,265,906$7,682,314▲ $416,408
Other Assets Total$74,085$30,060▼ $44,025
Liabilities
Other Liabilities$813,999$726,890▼ $87,109
Accounts Payable and Accrued Expenses$17,879$16,494▼ $1,385
Total Liabilities$831,878$743,384▼ $88,494
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,291,235$5,048,940▲ $757,705
Net Assets With Donor Restrictions$2,142,793$1,889,990▼ $252,803
Total Net Assets Fund Balance$6,434,028$6,938,930▲ $504,902
Total Liabilities and Net Assets / Fund Balance$7,265,906$7,682,314▲ $416,408

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$76,073$67,800$143,873
Land$90,270-$90,270
Equipment$8,321$38,272$46,593
Other Land Buildings-$11,419$11,419
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kevin WilkinsExecutive DirectorFT$109,354$109,354
Anne JonesCFOFT$64,628$64,628

Board Members and Trustees

NameTitle
Ty ColemanChairman
Mike YohnVice Chairman
Ashley ValdezMember
Jack WileyMember
John NoffskerMember
Karla ShriverMember
Ken AndersonMember
Kent CurtisMember
Larry ZaragozaMember
Ramona WeverMember
Lawrence PachecoSec/ Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$563,389
Program Service Revenue
$1,629,393
Investment Income
$56,266
Other Revenue
$23,200
All Other Contributions
$53,321
Change in Net Assets
$504,902

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,272,248
Revenue Not Reported on Form 990
$658,276
Total Revenue per Audited Statements
$2,930,524
Total Revenue per Form 990
$2,272,248
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,210,015
Salaries, Compensation, and Employee Benefits$557,331
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$206,533$43,881-$250,414
Current Officers, Directors, Trustees, and Key Employees$89,060$84,921-$173,981
Payroll Taxes$50,190$20,412-$70,602
All Other Expenses$45,656$18,754-$64,410
Other Employee Benefits$41,248$21,086-$62,334
Other Expenses$44,540$55,886-$44,540
Office Expenses$34,565$8,712-$43,277
Occupancy$15,053--$15,053
Conferences and Meetings$13,652--$13,652
Depreciation Depletion-$12,073-$12,073
Travel$11,777--$11,777
Insurance-$6,317-$6,317
Advertising$651$751-$1,402
Total Functional Expenses$1,494,553$272,793$0$1,767,346

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,228,153
Expenses per Audited Statements$1,767,346
Total Expenses per Form 990$1,767,346
Expenses Not Reported on Form 990$460,807
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
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-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Gain on Sale$693,840
Other Liabilities$18,050
Deferred Revenue$15,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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 8: Explanation of No Contemporaneously Documentation of Meetings

“Minutes are prepared for board meetings”

Form 990, Part VI, Line 11B: Form 990 Review Process

“The form 990 will be reviewed by the cfo.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“This is a small organization with three to four employees in a small community. Most people in the community know who is related to other parties including employees and executive board members.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“Salaries and raises are approved by the board.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
San Luis Valley Development Resources
EIN
84-0896112
Phone
7195896099
Address
610 STATE AVE SUITE 200, ALAMOSA, CO 81101

Signing Officer

Name
Kevin Wilkins
Title
Director
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
Co
Voting Board Members
11
Independent Board Members
11
Employees
8

Preparer

Firm
Wall Smith Bateman Inc
Address
3001 Adcock Cir, Alamosa, CO 81101
Preparer
Karla S Willschau
Phone
7195893619
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The DRG is exempt from federal income taxes on income substantially related to the Organizations exempt purpose under Section 501(c)(3) of the Internal Revenue Code. Under Colorado state statutes, any Organization receiving exemption from federal income taxes is also exempt from Colorado income taxes. The DRG files federal income tax returns. The federal income tax returns prior to fiscal year 2015 are closed. The DRGs policy for evaluating uncertain income tax positions is to only take income tax positions that are more likely than not to be sustained if the taxing authorities were to examine the positions. If applicable, the DRG classifies interest and penalties as interest expense.”

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Flow thru to other organization $627417”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Flow thru to other organization $429948”

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IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11Sec/ Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
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IRS990/OtherExpensesGrp/ProgramServicesAmt1100000
IRS990/OtherExpensesGrp/ProgramServicesAmt250000
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IRS990/OtherExpensesGrp/TotalAmt1100000
IRS990/OtherExpensesGrp/TotalAmt250000
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IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt020412
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt230928
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt41254879
IRS990/ProgSrvcAccomActy2Grp/Desc0REVOLVING LOAN FUNDS ARE USED TO PROVIDE COMMERCIAL FINANCING TO FOR-PROFIT BUSINESSES LOCATED IN THE SIX COUNTIES ENCOMPASSING THE SAN LUIS VALLEY.FINANCING IS ALSO AVAILABLE FOR BUSINESS EXPANSION, START-UPS, AND RETENTIONS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0ENTERPRISE ZONE MARKETING FUNDS USED TO ADMINISTER AND PROMOTE THE UPPER ARKANSAS/SAN LUIS VALLEY ENTERPRISE ZONE. THE PROGRAM ADVERTISES AND RECRUITS COMPANIES THAT MAY WANT TO RELOCATE TO THE SAN LUIS VALLEY, AS WELL AS THE EXPANSION OF EXISTING COMPANIES.
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IRS990/PYOtherRevenueAmt029460
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Filings

Displayed year

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

Open filing
Assets
$7,682,314
Liabilities
$743,384
Net assets
$6,938,930
Revenue
$2,272,248
Expenses
$1,767,346
Net income
$504,902
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.4$2.26$9.12$1.27$1.41$0.14
2023Detailed filing. Detailed filing data is available for this year.$11.6$2.38$9.26$2.12$2.05$0.07
2022Detailed filing. Detailed filing data is available for this year.$11.2$2.06$9.18$4.15$3.60$0.55
2021Detailed filing. Detailed filing data is available for this year.$9.46$0.82$8.64$2.61$1.37$1.24
2020Detailed filing. Detailed filing data is available for this year.$8.13$0.74$7.39$1.87$1.42$0.45
2019Detailed filing. Detailed filing data is available for this year.$7.68$0.74$6.94$2.27$1.77$0.50
2018Detailed filing. Detailed filing data is available for this year.$7.27$0.83$6.43$1.01$0.59$0.42
2017Detailed filing. Detailed filing data is available for this year.$7.50$1.49$6.02$0.77$0.67$0.10
2016Detailed filing. Detailed filing data is available for this year.$7.39$1.47$5.92$0.72$0.86$0.14
2015Detailed filing. Detailed filing data is available for this year.$7.50$1.45$6.06$1.24$0.76$0.47
2014Detailed filing. Detailed filing data is available for this year.$6.07$0.48$5.58$1.99$0.77$1.22
2013Detailed filing. Detailed filing data is available for this year.$4.87$0.51$4.36$0.97$1.02$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.84$0.43$4.41$1.05
2011Summary only. Only limited summary data is available for this year.$4.76$0.33$4.43$0.94$0.88$0.06