Civic Intelligence

The Maxfund Inc.

990 • Fiscal year 2017 • EIN 84-1116882

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 14, 2018

720 W 10th AvenueDenver, CO 80204

(720) 266-6081

Siviq Scores

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

Liabilities / Assets

17th percentile

0.02x

Higher debt load relative to assets than 17% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

16th percentile

0.05x

Higher debt load relative to revenue than 16% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

84th percentile

31%

Higher net margin than 84% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

24th percentile

$106,000

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

77th percentile

15%

Faster asset growth than 77% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

86th percentile

44%

Faster revenue growth than 86% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$10,518,619

Up $1,354,716 (+15%) from 2016

Net Assets

Up

$10,335,170

Up $1,449,057 (+16%) from 2016

Liabilities

Down

$183,449

Down $94,341 (-34%) from 2016

Revenue

Up

$4,039,949

Up $1,233,211 (+44%) from 2016

Expenses

Down

$2,789,821

Down $338,221 (-11%) from 2016

Net Income

Up

$1,250,128

Up $1,571,432 (+489%) from 2016

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $6,135,290Liabilities 2011: $581Net Assets 2011: $6,134,7092011Assets 2012: $7,306,570Liabilities 2012: $466Net Assets 2012: $7,306,1042012Assets 2013: $8,727,800Liabilities 2013: $420Net Assets 2013: $8,727,3802013Assets 2014: $9,091,567Liabilities 2014: $282Net Assets 2014: $9,091,2852014Assets 2015: $9,201,384Liabilities 2015: $99,435Net Assets 2015: $9,101,9492015Assets 2016: $9,163,903Liabilities 2016: $277,790Net Assets 2016: $8,886,1132016Assets 2017: $10,518,619Liabilities 2017: $183,449Net Assets 2017: $10,335,1702017Assets 2018: $12,789,740Liabilities 2018: $156,922Net Assets 2018: $12,632,8182018Assets 2019: $13,591,669Liabilities 2019: $165,244Net Assets 2019: $13,426,4252019Assets 2020: $14,829,682Liabilities 2020: $367,375Net Assets 2020: $14,462,3072020Assets 2021: $14,304,665Liabilities 2021: $45,029Net Assets 2021: $14,259,6362021Assets 2022: $14,053,022Liabilities 2022: $88,479Net Assets 2022: $13,964,5432022Assets 2023: $13,315,543Liabilities 2023: $181,001Net Assets 2023: $13,134,5422023Assets 2024: $12,566,264Liabilities 2024: $520,269Net Assets 2024: $12,045,9952024

Highlighted filing

2017

Assets$10,518,619
Liabilities$183,449
Net Assets$10,335,170

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $4,098,526Expenses 2011: $1,979,108Net Income 2011: $2,119,4182011Expenses 2012: $1,994,7162012Revenue 2013: $3,730,147Expenses 2013: $2,308,871Net Income 2013: $1,421,2762013Revenue 2014: $3,087,507Expenses 2014: $2,723,602Net Income 2014: $363,9052014Revenue 2015: $3,069,616Expenses 2015: $2,972,110Net Income 2015: $97,5062015Revenue 2016: $2,806,738Expenses 2016: $3,128,042Net Income 2016: -$321,3042016Revenue 2017: $4,039,949Expenses 2017: $2,789,821Net Income 2017: $1,250,1282017Revenue 2018: $5,575,752Expenses 2018: $3,083,185Net Income 2018: $2,492,5672018Revenue 2019: $3,793,294Expenses 2019: $3,513,316Net Income 2019: $279,9782019Revenue 2020: $4,816,673Expenses 2020: $4,002,358Net Income 2020: $814,3152020Revenue 2021: $4,263,338Expenses 2021: $4,113,068Net Income 2021: $150,2702021Revenue 2022: $5,588,196Expenses 2022: $5,160,315Net Income 2022: $427,8812022Revenue 2023: $5,852,780Expenses 2023: $6,920,528Net Income 2023: -$1,067,7482023Revenue 2024: $7,160,085Expenses 2024: $8,553,176Net Income 2024: -$1,393,0912024

Highlighted filing

2017

Revenue$4,039,949
Expenses$2,789,821
Net Income$1,250,128
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 14, 2018
Return Version
2017v2.3
Gross Receipts
$4,111,034
Mission and Program Overview

Mission

To provide medical care for injured pets with no known owners and to find new homes for these animals once they have recovered.

To provide medical care for injured pets with no known owners, and to seek out new homes for these animals once they have recovered.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,089,857$4,951,486▼ $138,371
Investments in Publicly Traded Securities$3,190,911$3,257,584▲ $66,673
Cash and Non-Interest-Bearing Accounts$678,802$1,156,466▲ $477,664
Savings and Temporary Cash Investments$204,333$1,132,031▲ $927,698
Accounts Receivable-$21,052-
Total Assets$9,163,903$10,518,619▲ $1,354,716
Liabilities
Other Liabilities$177,312$141,220▼ $36,092
Accounts Payable and Accrued Expenses$100,478$42,229▼ $58,249
Total Liabilities$277,790$183,449▼ $94,341
Net Assets / Fund Balance
Unrestricted Net Assets$8,808,613$10,257,670▲ $1,449,057
Temporarily Rstr Net Assets$77,500$77,500→ $0
Total Net Assets Fund Balance$8,886,113$10,335,170▲ $1,449,057
Total Liabilities and Net Assets / Fund Balance$9,163,903$10,518,619▲ $1,354,716

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,211,704$970,688$5,182,392
Equipment$177,595$860,033$1,037,628
Land$562,187-$562,187
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Nanci SuroExecutive DiFT$106,000$106,000

Board Members and Trustees

NameTitle
Elizabeth GricePresident/tr
Barbara WellerMember
Jan EckhardtMember
Jordan BlakesleyMember
Kelly WellsMember
Tami TanoueSecretary
William Suro DvmVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,431,040
Program Service Revenue
$1,539,018
Investment Income
$98,353
Other Revenue
$-28,462
All Other Contributions
$2,301,867
Change in Net Assets
$1,250,128

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,039,949
Revenue Not Reported on Form 990
$198,929
Total Revenue per Audited Statements
$4,238,878
Total Revenue per Form 990
$4,039,949
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,424,009
Other Expenses$1,359,312
Total Fundraising Expense$90,569
Grants and Similar Amounts Paid$6,500
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$924,234$244,370$10,242$1,178,846
Depreciation Depletion$190,563$692-$191,255
Office Expenses$153,513-$11,957$165,470
Fees for Services Other$105,620$27,094-$132,714
Payroll Taxes$92,596$13,730$6,958$113,284
Current Officers, Directors, Trustees, and Key Employees$26,000$26,000$54,000$106,000
Occupancy$62,991--$62,991
Information Technology$30,836-$224$31,060
Insurance$29,030--$29,030
Advertising$20,221-$6,634$26,855
Other Employee Benefits-$25,879-$25,879
Fees for Services Accounting-$23,168-$23,168
Other Expenses$22,897$817-$22,897
All Other Expenses$12,954$3,012$437$16,403
Grants to Domestic Orgs$6,500--$6,500
Travel$5,205$15-$5,220
Fees for Services Legal$3,500--$3,500
Conferences and Meetings$540-$117$657
Total Functional Expenses$2,334,475$364,777$90,569$2,789,821

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,789,821
Total Expenses per Audited Statements$2,789,821
Total Expenses per Form 990$2,789,821
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Majestic Canine RescueYoder, CO501c3Temporary Pet Housin$6,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$71,085
Fundraising Gross Income$42,623
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$136,209$42,623$71,085$-28,462
Total Events$136,209$42,623$71,085$-28,462
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
William Suro DvmFounder/formerAnnuity/comp AgreemeNo$282,319
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Payable to Founder$116,659
Copier Lease Payable$24,561
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
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 2

William suro, vmd nanci suro vice pres exec dir cofounders and spouses

Form 990, Page 6, Part VI, Line 11B

Draft is circulated to all board members prior to approval and filing.

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

Board members are asked on a regular basis whether any potential conflicts exist. Board members are required to annually sign a form stating that no conflicts of interest currently exist.

Form 990, Page 6, Part VI, Line 15A

Compensation structure will be linked to an effective performance management system with individual growth and development as well as professional achievement goals. The goals will be accompanied by effective benchmarks for measuring success. The board will review marketplace adequacy of the structure and total package will be competitive with marketplace.

Form 990, Page 6, Part VI, Line 19

Certain governing and financial documents are made available upon request.

Filing and Contact Details

Filer

Filer Name
The Maxfund Inc
EIN
84-1116882
Phone
7202666081
Address
720 W 10TH AVENUE, DENVER, CO 80204

Signing Officer

Name
Nanci Suro
Title
Executive Director
Phone
7202666081
Signed
2018-08-14

Organization Details

Principal Officer
Elizabeth Grice
Formed
1990
Voting Board Members
6
Independent Board Members
6
Employees
79
Volunteers
640

Preparer

Firm
Taylor Roth and Company
Address
800 GRANT ST STE 205, DENVER, CO 80203-2944
Preparer
Ken Roth
Phone
3038308109
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

During the year, the organization received 20,515 hours of volunteer services estimated to be valued at 218,200.

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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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IRS990/OtherExpensesGrp/Desc3MERCHANT FEES
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IRS990/OtherExpensesGrp/ProgramServicesAmt0385552
IRS990/OtherExpensesGrp/ProgramServicesAmt1224031
IRS990/OtherExpensesGrp/ProgramServicesAmt237692
IRS990/OtherExpensesGrp/ProgramServicesAmt322897
IRS990/OtherExpensesGrp/TotalAmt0385552
IRS990/OtherExpensesGrp/TotalAmt1224031
IRS990/OtherExpensesGrp/TotalAmt238509
IRS990/OtherExpensesGrp/TotalAmt322897
IRS990/OtherLiabilitiesGrp/BOYAmt0177312
IRS990/OtherLiabilitiesGrp/EOYAmt0141220
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt010242
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0244370
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0924234
IRS990/OtherSalariesAndWagesGrp/TotalAmt01178846
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt06958
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013730
IRS990/PayrollTaxesGrp/ProgramServicesAmt092596
IRS990/PayrollTaxesGrp/TotalAmt0113284
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ELIZABETH GRICE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0VETERINARY SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1ADOPTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01415669
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1123349
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01415669
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1123349
IRS990/ProgSrvcAccomActy2Grp/Desc0VETERINARY CLINIC: TAKES CARE OF MEDICAL/SURGICAL NEEDS AT THE SHELTER, DOES ALL OF OUR SPAYS AND NEUTERS, AND IS OPEN TO THE PUBLIC TO PROVIDE LOW-COST ANIMAL CARE. THIS BENEFITS OUR COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01077499
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01415669
IRS990/ProgSrvcAccomActy3Grp/Desc0OUTREACH PROGRAM: MAXFUND ADMINISTERS A COMMUNITY-WIDE, AND STATE-WIDE SPAY/NEUTER PROGRAM FOR LOW-INCOME PET OWNERS, TRAVELING THE STATE OF COLORADO TO RURAL AREAS TO ADMINISTER SPAY/NEUTER, VACCINATIONS, AND OTHER MINOR SERVICES AT NO CHARGE TO PEOPLE WHO CANNOT AFFORD SERVICES.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt092465
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01535612
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0101548
IRS990/PYOtherExpensesAmt01346343
IRS990/PYOtherRevenueAmt023899
IRS990/PYProgramServiceRevenueAmt01145679
IRS990/PYRevenuesLessExpensesAmt0-321304
IRS990/PYSalariesCompEmpBnftPaidAmt01781699
IRS990/PYTotalExpensesAmt03128042
IRS990/PYTotalRevenueAmt02806738
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01250128
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0123349
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0204333
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01132031
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER 27,899
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02283281
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01535612
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01729497
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02877966
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02632623
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011058979
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt098353
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0101548
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt071165
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt071617
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt058718
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0401401
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04044109
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01996
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01833
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02561
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt014309
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt07200
IRS990ScheduleA/OtherIncome170Grp/TotalAmt027899
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.88930
IRS990ScheduleA/PublicSupportPY170Pct00.97560
IRS990ScheduleA/PublicSupportTotal170Amt010216015
IRS990ScheduleA/SubstantialContributorsTotAmt0842964
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02283281
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01535612
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01729497
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02877966
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02632623
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011058979
IRS990ScheduleA/TotalSupportAmt011488279
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt04211704
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0970688
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05182392
IRS990ScheduleD/EquipmentGrp/BookValueAmt0177595
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0860033
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01037628
IRS990ScheduleD/ExpensesSubtotalAmt02789821
IRS990ScheduleD/LandGrp/BookValueAmt0562187
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0562187
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0198929
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0116659
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt124561
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY PAYABLE TO FOUNDER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1COPIER LEASE PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0198929
IRS990ScheduleD/RevenueSubtotalAmt04039949
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04951486
IRS990ScheduleD/TotalExpensesPerForm990Amt02789821
IRS990ScheduleD/TotalLiabilityAmt0141220
IRS990ScheduleD/TotalRevenuePerForm990Amt04039949
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04238878
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02789821
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt093586
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt093586
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt071085
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPECIAL EVENTS
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0136209
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0136209
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt042623
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt042623
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-28462
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt071085
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt071085
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt06500
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TEMPORARY PET HOUSIN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MAJESTIC CANINE RESCUE
IRS990ScheduleI/RecipientTable/RecipientEIN0451276754
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 92
IRS990ScheduleI/RecipientTable/USAddress/CityNm0YODER
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CO
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd080864
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0WILLIAM SURO DVM
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0FOUNDER/FORMER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0282319
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0ANNUITY/COMP AGREEME
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0IN 2016, THE ORGANIZATION ENTERED INTO A COMPENSATION AGREEMENT WITH A FOUNDER AND FORMER VICE PRESIDENT OF THE ORGANIZATION. TAXES ON THE ESTIMATED TOTAL PRESENT VALUE OF 285,500 WERE PAID UP FRONT AND BI-MONTHLY PAYMENTS OF 1,215 WILL CONTINUE UNTIL NEITHER HE NOR HIS SPOUSE SURVIVES. IN THE EVENT THAT THE FOUNDER PREDECEASES HIS SPOUSE, THE AMOUNT PAYABLE TO THE FOUNDER SHALL BE PAID TO HIS SPOUSE FOR HER LIFETIME. ON AN ANNUAL BASIS, THE ORGANIZATION REVALUES THE DISTRIBUTION LIABILITY BASED ON ACTUARIAL ASSUMPTIONS. THE PRESENT VALUE OF THE ESTIMATED FUTURE PAYMENTS IS CALCULATED USING A DISCOUNT RATE OF 5% AND APPLICABLE MORTALITY TABLES. IN ADDITION TO THE COMPENSATION AGREEMENT, THE ORGANIZATION WILL CONTINUE TO PAY ALL PREMIUMS ASSOCIATED WITH THE FOUNDER'S LIFE INSURANCE POLICY.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DURING THE YEAR, THE ORGANIZATION RECEIVED 20,515 HOURS OF VOLUNTEER SERVICES ESTIMATED TO BE VALUED AT 218,200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1WILLIAM SURO, VMD NANCI SURO VICE PRES EXEC DIR COFOUNDERS AND SPOUSES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DRAFT IS CIRCULATED TO ALL BOARD MEMBERS PRIOR TO APPROVAL AND FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD MEMBERS ARE ASKED ON A REGULAR BASIS WHETHER ANY POTENTIAL CONFLICTS EXIST. BOARD MEMBERS ARE REQUIRED TO ANNUALLY SIGN A FORM STATING THAT NO CONFLICTS OF INTEREST CURRENTLY EXIST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COMPENSATION STRUCTURE WILL BE LINKED TO AN EFFECTIVE PERFORMANCE MANAGEMENT SYSTEM WITH INDIVIDUAL GROWTH AND DEVELOPMENT AS WELL AS PROFESSIONAL ACHIEVEMENT GOALS. THE GOALS WILL BE ACCOMPANIED BY EFFECTIVE BENCHMARKS FOR MEASURING SUCCESS. THE BOARD WILL REVIEW MARKETPLACE ADEQUACY OF THE STRUCTURE AND TOTAL PACKAGE WILL BE COMPETITIVE WITH MARKETPLACE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CERTAIN GOVERNING AND FINANCIAL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt077500
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt077500
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt09163903
IRS990/TotalAssetsEOYAmt010518619
IRS990/TotalAssetsGrp/BOYAmt09163903
IRS990/TotalAssetsGrp/EOYAmt010518619

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$0.52$12.0$7.16$8.55$1.39
2023Summary only. Only limited summary data is available for this year.$13.3$0.18$13.1$5.85$6.92$1.07
2022Summary only. Only limited summary data is available for this year.$14.1$0.09$14.0$5.59$5.16$0.43
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$0.05$14.3$4.26$4.11$0.15
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.8$0.37$14.5$4.82$4.00$0.81
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.17$13.4$3.79$3.51$0.28
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.8$0.16$12.6$5.58$3.08$2.49
2017Detailed filing. Detailed filing data is available for this year.$10.5$0.18$10.3$4.04$2.79$1.25
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.16$0.28$8.89$2.81$3.13$0.32
2015Detailed filing. Detailed filing data is available for this year.$9.20$0.10$9.10$3.07$2.97$0.10
2014Detailed filing. Detailed filing data is available for this year.$9.09$0.00$9.09$3.09$2.72$0.36
2013Detailed filing. Detailed filing data is available for this year.$8.73$0.00$8.73$3.73$2.31$1.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.31$0.00$7.31$1.99
2011Summary only. Only limited summary data is available for this year.$6.14$0.00$6.13$4.10$1.98$2.12