Civic Intelligence

Montrose Community Foundation

990 • Fiscal year 2023 • EIN 84-1128761

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 15, 2024

Organization Profilewww.montrosecf.com
PO Box 3020Montrose, CO 81402

(970) 249-3900

Siviq Scores

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

Liabilities / Assets

61st percentile

0.22x

Higher debt load relative to assets than 61% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

81st percentile

0.81x

Higher debt load relative to revenue than 81% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

79th percentile

25%

Higher net margin than 79% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$24,115

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

62nd percentile

10%

Faster asset growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

25th percentile

-10%

Faster revenue growth than 25% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$6,380,253

Up $586,415 (+10%) from 2022

Net Assets

Up

$4,973,409

Up $556,971 (+13%) from 2022

Liabilities

Up

$1,406,844

Up $29,444 (+2.1%) from 2022

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin79th percentile

Revenue

Down

$1,731,907

Down $199,922 (-10%) from 2022

Expenses

Up

$1,298,391

Up $362,745 (+39%) from 2022

Net Income

Down

$433,516

Down $562,667 (-56%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,285,287Liabilities 2011: $8,785Net Assets 2011: $1,276,5022011Assets 2012: $1,428,463Liabilities 2012: $7,995Net Assets 2012: $1,420,4682012Assets 2013: $1,642,314Liabilities 2013: $4,208Net Assets 2013: $1,638,1062013Assets 2014: $2,453,879Liabilities 2014: $24,067Net Assets 2014: $2,429,8122014Assets 2015: $2,596,872Liabilities 2015: $22,260Net Assets 2015: $2,574,6122015Assets 2016: $3,269,632Liabilities 2016: $20,032Net Assets 2016: $3,249,6002016Assets 2017: $3,593,066Liabilities 2017: $681,469Net Assets 2017: $2,911,5972017Assets 2018: $4,103,934Liabilities 2018: $908,634Net Assets 2018: $3,195,3002018Assets 2019: $4,718,996Liabilities 2019: $1,074,615Net Assets 2019: $3,644,3812019Assets 2020: $4,660,122Liabilities 2020: $1,100,599Net Assets 2020: $3,559,5232020Assets 2021: $5,671,195Liabilities 2021: $1,548,520Net Assets 2021: $4,122,6752021Assets 2022: $5,793,838Liabilities 2022: $1,377,400Net Assets 2022: $4,416,4382022Assets 2023: $6,380,253Liabilities 2023: $1,406,844Net Assets 2023: $4,973,4092023Assets 2024: $7,225,786Liabilities 2024: $1,600,472Net Assets 2024: $5,625,3142024

Highlighted filing

2023

Assets$6,380,253
Liabilities$1,406,844
Net Assets$4,973,409
Open 2023 Filing

Operations Trend

Revenue Growth25th percentile

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

$3.0M$2.0M$1.0M$0Revenue 2011: $447,374Expenses 2011: $242,280Net Income 2011: $205,0942011Expenses 2012: $448,3262012Expenses 2013: $499,0822013Revenue 2014: $1,491,791Expenses 2014: $693,013Net Income 2014: $798,7782014Revenue 2015: $956,567Expenses 2015: $777,885Net Income 2015: $178,6822015Revenue 2016: $1,368,013Expenses 2016: $599,569Net Income 2016: $768,4442016Revenue 2017: $1,016,086Expenses 2017: $777,422Net Income 2017: $238,6642017Revenue 2018: $1,208,107Expenses 2018: $876,364Net Income 2018: $331,7432018Revenue 2019: $1,584,619Expenses 2019: $911,441Net Income 2019: $673,1782019Revenue 2020: $1,232,979Expenses 2020: $1,195,403Net Income 2020: $37,5762020Revenue 2021: $1,369,036Expenses 2021: $1,126,295Net Income 2021: $242,7412021Revenue 2022: $1,931,829Expenses 2022: $935,646Net Income 2022: $996,1832022Revenue 2023: $1,731,907Expenses 2023: $1,298,391Net Income 2023: $433,5162023Revenue 2024: $2,223,927Expenses 2024: $1,675,699Net Income 2024: $548,2282024

Highlighted filing

2023

Revenue$1,731,907
Expenses$1,298,391
Net Income$433,516
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 15, 2024
Return Version
2023v5.1
Gross Receipts
$3,292,902
Mission and Program Overview

Mission

The mission and purpose of the montrose community foundation is to:* seek and embrace innovative ideas.* connect charitable donors to community causes.* promote worthwhile community projects and partnerships.* grow and manage permanent endowment funds.* provide grants and other support to effective community organizations.* facilitate estate and legacy giving.

Community Foundation Whose Primary Purpose it to Support Local Non-Profit Organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,720,251$5,496,605▲ $776,354
Rtn Earn Endowment Incm Other Fnds$4,139,859$4,973,409▲ $833,550
Cash and Non-Interest-Bearing Accounts$828,982$883,648▲ $54,666
Total Assets$5,549,233$6,380,253▲ $831,020
Liabilities
Accounts Payable and Accrued Expenses$1,409,374$1,406,844▼ $2,530
Total Liabilities$1,409,374$1,406,844▼ $2,530
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,139,859$4,973,409▲ $833,550
Total Liabilities and Net Assets / Fund Balance$5,549,233$6,380,253▲ $831,020

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$3,767,526$229,721▲ $363,812$5,000$4,003,177
2022$3,747,194$79,873▲ $11,913-$3,767,526
2021$4,271,286$169,624▼ $475,380-$3,747,197
2020$3,396,095$248,064▲ $840,277-$4,271,286
2019$3,379,608$152,205▲ $57,406-$3,396,095
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Diane BridgesExecutive DirectorFT$24,115$24,115

Board Members and Trustees

NameTitle
Mark SmithBoard Chairman
Laird LandonFormer Chairman
Sarah AbbottVice Chair Secretary
David MizeDirector
Ian AthaDirector
Ross ValdezDirector
Steve BallDirector
Terry McCoigeDirector
Vin SinghDirector
Scott WittmanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,378,348
Program Service Revenue
$184,420
Investment Income
$151,448
Other Revenue
$17,691
All Other Contributions
$1,378,348
Change in Net Assets
$433,516

Noncash Contribution Practices

Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$957,890
Other Expenses$244,888
Salaries, Compensation, and Employee Benefits$95,613
Total Fundraising Expense$5,383
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$957,890--$957,890
Current Officers, Directors, Trustees, and Key Employees$42,114$14,038-$56,152
All Other Expenses$25,977$8,659$5,383$40,019
Comp Disqual Persons$24,311$8,103-$32,414
Fees for Services Accounting$21,359$7,120-$28,479
Occupancy$11,550--$11,550
Advertising$7,246$469-$7,715
Payroll Taxes$5,285$1,762-$7,047
Office Expenses$4,252$1,417-$5,669
Fees for Services Other-$5,503-$5,503
Insurance-$4,259-$4,259
Other Expenses$3,250$501-$3,250
Total Functional Expenses$1,207,067$85,941$5,383$1,298,391
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Colorado State UniversityFt Collins, CO-Scholarships$125,966
Colorado Mesa University FoundationGrand Junction, CO-Scholarships$84,617
Magic Circle Players TheaterMontrose, CO-Grant Funding for Improvements$61,465
Grand Canyon UniversityPhoenix, AZ-Scholarships$58,395
Iowa 4-H FoundationAmes, IA-Scholarships$50,000
Montana State UniversityBozeman, MT-Scholarships$40,094
Montrose Recreation DistrictMontrose, CO-Recreational Support and Programs$33,876
Pacific UniversityForest Grove, OR-Scholarships$33,628
University of DenverDenver, CO-Scholarships$26,903
Montrose Regional Library DistrictMontrose, CO-Grant for New Books$23,675
Arizona State UniversityTempe, AZ-Scholarships$15,000
Montrose Children's MuseumMontrose, CO-Youth Program Support$14,154
Colorado Mesa UniversityGrand Junction, CO-Scholarships$14,000
CASA of the 7th Judicial DistrictMontrose, CO-Program Support$13,000
Colorado Council of Professional ArchaeologistsDenver, CO-Scholarships$11,806
Crow Canyon Archaeological CenterCortez, CO-Scholarships$10,000
University of Wisconsin - StoutMenomonie, WI-Scholarships$7,668
Regis UniversityDenver, CO-Scholarships$7,387
Embry Riddle Aeronautical UniversityDaytona Beach, FL-Scholarships$7,000
University of Northern ColoradoGreeley, CO-Scholarships$5,750
The Evergreen State CollegeOlympia, WA-Scholarships$5,615
ABC Academic Boosters ClubMontrose, CO-Grants for Student Projects$5,532
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$72,437
Fundraising Direct Expenses$69,405
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bridges Concert on the Lawn$72,437$72,437$68,581$3,856
Baldridge Gala----
Total Events$72,437$72,437$68,581$3,856
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
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
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, Section B, Line 11B

“A Draft of Form 990 Was Given to the Board of Directors for Review Before Filing of The Form with the IRS”

Form 990, Part VI, Section B, Line 12C

“The Excutive Committee Continually Monitors and Enforces the Compliance with the Conflict of Interest Policy”

Form 990, Part VI, Section B, Line 15

“The Determination of Compensation Must First Go Through the Executive Committee and then is Approved by the Board of Directors”

Form 990, Part VI, Section C, Line 19

“The Organizations Governing Documents, Conflict of Interest Policies, and Financial Statements are Available to the Public Upon Request”

Filing and Contact Details

Filer

Filer Name
Montrose Community Foundation
EIN
84-1128761
Phone
9702493900
Address
PO Box 3020, Montrose, CO 81402

Signing Officer

Name
Diane Bridges
Title
Executive Director
Phone
9702493900
Signed
2024-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diane Bridges
Formed
1989
Legal Domicile
Co
Voting Board Members
11
Independent Board Members
11
Employees
3

Preparer

Firm
Buckendorf Haynes CPAs LLC
Address
1519 E Main Street Suite B, Montrose, CO 81401
Preparer
Eric B Haynes CPA
Phone
9702520621
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1

“Description of Organization Mission Grow and Manage Permanent Endowment Funds Provide Grants and Other Support to Effective Community Organizations Facilitate Estate and Giving Legacy”

Financial Statement Notes

V 4

“Endowment Funds are Held for the Benefit of Local Non-Profit Organizations.”

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IRS990/PoliticalCampaignActyInd0false
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IRS990/ProgramServiceRevenueGrp/Desc1Donor Advised Admin Fee
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IRS990/ReconcilationRevenueExpnssAmt0433516
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
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IRS990/RoyaltiesGrp/TotalAmt00
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0312289
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0882329
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05127669
IRS990ScheduleA/TotalSupportAmt05786237
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990/ScheduleBRequiredInd0true
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IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt03767526
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0229721
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt04003177
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0300059
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0363812
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt05000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt021584
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt03747194
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt079873
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt03767526
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt049870
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,380,253
Liabilities
$1,406,844
Net assets
$4,973,409
Revenue
$1,731,907
Expenses
$1,298,391
Net income
$433,516
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.23$1.60$5.63$2.22$1.68$0.55
2023Detailed filing. Detailed filing data is available for this year.$6.38$1.41$4.97$1.73$1.30$0.43
2022Detailed filing. Detailed filing data is available for this year.$5.79$1.38$4.42$1.93$0.94$1.00
2021Detailed filing. Detailed filing data is available for this year.$5.67$1.55$4.12$1.37$1.13$0.24
2020Detailed filing. Detailed filing data is available for this year.$4.66$1.10$3.56$1.23$1.20$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.72$1.07$3.64$1.58$0.91$0.67
2018Detailed filing. Detailed filing data is available for this year.$4.10$0.91$3.20$1.21$0.88$0.33
2017Detailed filing. Detailed filing data is available for this year.$3.59$0.68$2.91$1.02$0.78$0.24
2016Detailed filing. Detailed filing data is available for this year.$3.27$0.02$3.25$1.37$0.60$0.77
2015Detailed filing. Detailed filing data is available for this year.$2.60$0.02$2.57$0.96$0.78$0.18
2014Summary only. Only limited summary data is available for this year.$2.45$0.02$2.43$1.49$0.69$0.80
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.00$1.64$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.01$1.42$0.45
2011Summary only. Only limited summary data is available for this year.$1.29$0.01$1.28$0.45$0.24$0.21