Civic Intelligence

Montrose Community Foundation

990 • Fiscal year 2014 • EIN 84-1128761

Jul 01, 2013 to Jun 30, 2014

Organization ProfileWWW.MONTROSECF.COM
Montrose, CO
Siviq Scores

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

Liabilities / Assets

24th percentile

0.01x

Higher debt load relative to assets than 24% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

23rd percentile

0.02x

Higher debt load relative to revenue than 23% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

92nd percentile

49%

Faster asset growth than 92% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

88th percentile

49%

Faster revenue growth than 88% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2011 to 2014

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$2,453,879

Up $811,565 (+49%) from 2013

Net Assets

Up

$2,429,812

Up $791,706 (+48%) from 2013

Liabilities

Up

$24,067

Up $19,859 (+472%) from 2013

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin92nd percentile

Revenue

$1,491,791

No earlier filing loaded for comparison.

Expenses

Up

$693,013

Up $193,931 (+39%) from 2013

Net Income

$798,778

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2014

Assets$2,453,879
Liabilities$24,067
Net Assets$2,429,812
Open 2014 Filing

Operations Trend

Revenue Growth88th 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

2014

Revenue$1,491,791
Expenses$693,013
Net Income$798,778
Open 2014 Filing
Filing Detail Status

This 2014 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2024)
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Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
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.

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$2,453,879
Liabilities
$24,067
Net assets
$2,429,812
Revenue
$1,491,791
Expenses
$693,013
Net income
$798,778
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