Civic Intelligence

Cms Education Foundation

990 • Fiscal year 2024 • EIN 84-0941363

Oct 01, 2023 to Sep 30, 2024 • Filed on Aug 01, 2025

Organization ProfileWWW.CMS.ORG/ABOUT/EDUCATION-FOUNDATION
7351 E Lowry Blvd Ste 110Denver, CO 80230

(720) 859-1001

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

75th percentile

0.03x

Higher debt load relative to revenue than 75% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

70th percentile

16%

Faster asset growth than 70% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

4th percentile

-87%

Faster revenue growth than 4% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$478,849

Up $67,099 (+16%) from 2023

Net Assets

Up

$477,349

Up $68,379 (+17%) from 2023

Liabilities

Down

$1,500

Down $1,280 (-46%) from 2023

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin79th percentile

Revenue

Down

$43,299

Down $283,460 (-87%) from 2023

Expenses

Up

$32,171

Up $1,946 (+6.4%) from 2023

Net Income

Down

$11,128

Down $285,406 (-96%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$600K$400K$200K$0Assets 2010: $11,107Net Assets 2010: $11,1072010Assets 2011: $11,450Net Assets 2011: $11,4502011Assets 2012: $6,536Net Assets 2012: $6,5362012Assets 2013: $23,964Net Assets 2013: $23,9642013Assets 2014: $7,580Net Assets 2014: $7,5802014Assets 2015: $3,465Net Assets 2015: $3,4652015Assets 2016: $2,354Net Assets 2016: $2,3542016Assets 2017: $3,959Net Assets 2017: $3,9592017Assets 2018: $2,588Net Assets 2018: $2,5882018Assets 2019: $50,495Net Assets 2019: $50,4952019Assets 2020: $185,412Liabilities 2020: $50,000Net Assets 2020: $135,4122020Assets 2021: $142,136Net Assets 2021: $142,1362021Assets 2022: $124,990Liabilities 2022: $15,000Net Assets 2022: $109,9902022Assets 2023: $411,750Liabilities 2023: $2,780Net Assets 2023: $408,9702023Assets 2024: $478,849Liabilities 2024: $1,500Net Assets 2024: $477,3492024

Highlighted filing

2024

Assets$478,849
Liabilities$1,500
Net Assets$477,349
Open 2024 Filing

Operations Trend

Revenue Growth4th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $38,805Expenses 2010: $31,000Net Income 2010: $7,8052010Revenue 2011: $30,343Expenses 2011: $30,000Net Income 2011: $3432011Revenue 2012: $34,216Expenses 2012: $39,130Net Income 2012: -$4,9142012Revenue 2013: $39,092Expenses 2013: $21,664Net Income 2013: $17,4282013Revenue 2014: $25,216Expenses 2014: $41,600Net Income 2014: -$16,3842014Revenue 2015: $32,485Expenses 2015: $36,600Net Income 2015: -$4,1152015Revenue 2016: $14,529Expenses 2016: $15,640Net Income 2016: -$1,1112016Revenue 2017: $23,230Expenses 2017: $21,625Net Income 2017: $1,6052017Revenue 2018: $24,759Expenses 2018: $26,130Net Income 2018: -$1,3712018Revenue 2019: $68,542Expenses 2019: $20,635Net Income 2019: $47,9072019Revenue 2020: $75,213Expenses 2020: $2,110Net Income 2020: $73,1032020Revenue 2021: $18,828Expenses 2021: $34,552Net Income 2021: -$15,7242021Revenue 2022: $43,333Expenses 2022: $31,621Net Income 2022: $11,7122022Revenue 2023: $326,759Expenses 2023: $30,225Net Income 2023: $296,5342023Revenue 2024: $43,299Expenses 2024: $32,171Net Income 2024: $11,1282024

Highlighted filing

2024

Revenue$43,299
Expenses$32,171
Net Income$11,128
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 1, 2025
Return Version
2023v6.0
Gross Receipts
$338,236
Mission and Program Overview

Mission

To provide scholarships and donations for educational causes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$392,492$475,591▲ $83,099
Savings and Temporary Cash Investments$19,258$3,258▼ $16,000
Total Assets$411,750$478,849▲ $67,099
Liabilities
Accounts Payable and Accrued Expenses$2,780$1,500▼ $1,280
Total Liabilities$2,780$1,500▼ $1,280
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$114,377$441,089▲ $326,712
Net Assets With Donor Restrictions$294,593$36,260▼ $258,333
Total Net Assets Fund Balance$408,970$477,349▲ $68,379
Total Liabilities and Net Assets / Fund Balance$411,750$478,849▲ $67,099
Compensation and Service Providers
Top Officer Pay79th percentile

Board Members and Trustees

NameTitle
Hap Young MdChair
Dean HolzkampCOO
Dave DownsMember
David Ross Do FacepMember
Jack L Berry MdMember
Mark Deutchman MdMember
Mark Levine MdMember
Patrick Pevoto MdMember
William G Rainer Jr MdMember
Revenue and Support

Revenue Composition

Contributions and Grants
$13,562
Program Service Revenue
$0
Investment Income
$29,737
Other Revenue
$0
All Other Contributions
$11,500
Change in Net Assets
$11,128

Audited Revenue Reconciliation

Revenue per Audited Statements
$43,299
Revenue Not Reported on Form 990
$57,251
Total Revenue per Audited Statements
$100,550
Total Revenue per Form 990
$43,299
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,300
Other Expenses$6,871
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,000--$25,000
Fees for Service Investment Mgmnt Fees-$3,871-$3,871
Fees for Services Accounting-$3,000-$3,000
Grants to Domestic Individuals$300--$300
Total Functional Expenses$25,300$6,871$0$32,171

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$32,171
Total Expenses per Audited Statements$32,171
Total Expenses per Form 990$32,171
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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, Page 6, Part VI, Line 11B

“The 990 is provided to the board members by email.”

Form 990, Page 6, Part VI, Line 12C

“Each board member signs the written conflict of interest policy. It is operationalized by asking for potential conflicts at the start of every board meeting.”

Form 990, Page 6, Part VI, Line 19

“The organization provides upon request.”

Filing and Contact Details

Filer

Filer Name
Cms Education Foundation
EIN
84-0941363
Phone
7208591001
Address
7351 E LOWRY BLVD STE 110, DENVER, CO 80230

Signing Officer

Name
Dean Holzkamp
Title
COO
Phone
3037486113
Signed
2025-08-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dean Holzkamp
Formed
1983
Legal Domicile
Co
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Jds Professional Group
Address
10303 E DRY CREEK RD STE 400, ENGLEWOOD, CO 80112
Preparer
Lori B Bauer CPA
Phone
3037710123
Raw XML Appendix370 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION PROVIDES UPON REQUEST.
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MED ASSOC
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
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IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0WWW.CMS.ORG/ABOUT/EDUCATION-FOUNDATION
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEAN HOLZKAMP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COO
ReturnHeader/BusinessOfficerGrp/PhoneNum03037486113
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CMS EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CMSE
ReturnHeader/Filer/EIN0840941363
ReturnHeader/Filer/PhoneNum07208591001
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208019714
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JDS PROFESSIONAL GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010303 E DRY CREEK RD STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENGLEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080112
ReturnHeader/PreparerPersonGrp/PhoneNum03037710123
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI B BAUER CPA
ReturnHeader/ReturnTs02025-08-04T15:50:59-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$478,849
Liabilities
$1,500
Net assets
$477,349
Revenue
$43,299
Expenses
$32,171
Net income
$11,128
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.79$0.02$4.77$0.43$0.32$0.11
2023Detailed filing. Detailed filing data is available for this year.$4.12$0.03$4.09$3.27$0.30$2.97
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.15$1.10$0.43$0.32$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.42$1.42$0.19$0.35$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.85$0.50$1.35$0.75$0.02$0.73
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.69$0.21$0.48
2018Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.25$0.26$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.23$0.22$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.15$0.16$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.32$0.37$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.25$0.42$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.24$0.39$0.22$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.07$0.34$0.39$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.11$0.30$0.30$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.11$0.39$0.31$0.08
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • <$500k nonprofits