Civic Intelligence

San Luis Valley Development Resources Group

990 • Fiscal year 2020 • EIN 84-0896112

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 07, 2021

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

40th percentile

0.09x

Higher debt load relative to assets than 40% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

66th percentile

0.40x

Higher debt load relative to revenue than 66% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$109,215

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 5.8% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

49th percentile

5.9%

Faster asset growth than 49% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

21st percentile

-18%

Faster revenue growth than 21% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$8,132,047

Up $449,733 (+5.9%) from 2019

Net Assets

Up

$7,391,852

Up $452,922 (+6.5%) from 2019

Liabilities

Down

$740,195

Down $3,189 (-0.4%) from 2019

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin79th percentile

Revenue

Down

$1,873,756

Down $398,492 (-18%) from 2019

Expenses

Down

$1,420,834

Down $346,512 (-20%) from 2019

Net Income

Down

$452,922

Down $51,980 (-10%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2020

Assets$8,132,047
Liabilities$740,195
Net Assets$7,391,852
Open 2020 Filing

Operations Trend

Revenue Growth21st 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

2020

Revenue$1,873,756
Expenses$1,420,834
Net Income$452,922
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 7, 2021
Return Version
2020v4.0
Gross Receipts
$1,873,756
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$6,461,376$6,462,079▲ $703
Savings and Temporary Cash Investments$482,098$802,299▲ $320,201
Cash and Non-Interest-Bearing Accounts$252,966$341,948▲ $88,982
Pledges and Grants Receivable$281,150$259,919▼ $21,231
Land, Buildings, and Equipment, Net$174,664$165,094▼ $9,570
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$7,682,314$8,132,047▲ $449,733
Other Assets Total$30,060$100,708▲ $70,648
Liabilities
Other Liabilities$726,890$697,537▼ $29,353
Accounts Payable and Accrued Expenses$16,494$42,658▲ $26,164
Total Liabilities$743,384$740,195▼ $3,189
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,048,940$5,526,622▲ $477,682
Net Assets With Donor Restrictions$1,889,990$1,865,230▼ $24,760
Total Net Assets Fund Balance$6,938,930$7,391,852▲ $452,922
Total Liabilities and Net Assets / Fund Balance$7,682,314$8,132,047▲ $449,733

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$69,322$74,551$143,873
Land$90,270-$90,270
Equipment$5,502$84,299$89,801
Other Land Buildings-$9,269$9,269
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kevin WilkinsExecutive DirectorFT$109,215$109,215
Anne JonesCFOFT$66,492$66,492

Board Members and Trustees

NameTitle
Mike YohnChairman
Larry ZaragozaVice Chairman
Jack WileyMember
John NoffskerMember
Karla ShriverMember
Ken AndersonMember
Kent CurtisMember
Lawrence PachecoMember
Michael CarsonMember
Ramona WeberMember
Ashley ValdezSec/ Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$1,073,581
Program Service Revenue
$748,618
Investment Income
$38,187
Other Revenue
$13,370
All Other Contributions
$13,400
Change in Net Assets
$452,922

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,873,756
Revenue Not Reported on Form 990
$823,077
Total Revenue per Audited Statements
$2,696,833
Total Revenue per Form 990
$1,873,756
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$864,121
Salaries, Compensation, and Employee Benefits$556,713
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$191,349$52,967-$244,316
Current Officers, Directors, Trustees, and Key Employees$95,404$80,303-$175,707
Other Employee Benefits$56,298$19,982-$76,280
Payroll Taxes$39,492$20,918-$60,410
Office Expenses$39,166$8,497-$47,663
Other Expenses$31,168$5,623-$31,168
All Other Expenses$9,618$13,743-$23,361
Occupancy$18,413--$18,413
Depreciation Depletion-$10,644-$10,644
Conferences and Meetings$5,920--$5,920
Insurance-$5,634-$5,634
Travel$5,379$9-$5,388
Fees for Services Legal$3,142--$3,142
Advertising$2,029--$2,029
Total Functional Expenses$1,162,448$258,386$0$1,420,834

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,166,139
Expenses per Audited Statements$1,420,834
Total Expenses per Form 990$1,420,834
Expenses Not Reported on Form 990$745,305
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$660,800
Other Liabilities$24,237
Deferred Revenue$12,500
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
2021-09-07
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
Co
Voting Board Members
11
Independent Board Members
11
Employees
9

Preparer

Firm
Wall Smith Bateman Inc
Address
3001 Adcock Cir, Alamosa, CO 81101
Preparer
Ronald Simmons
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 2017 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 $789852”

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

“Flow thru to other organization $712080”

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IRS990/OtherExpensesGrp/ProgramServicesAmt1169966
IRS990/OtherExpensesGrp/ProgramServicesAmt233960
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Filings

Displayed year

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

Open filing
Assets
$8,132,047
Liabilities
$740,195
Net assets
$7,391,852
Revenue
$1,873,756
Expenses
$1,420,834
Net income
$452,922
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