Civic Intelligence

The Edward F Calesa Foundation

EIN 84-1179370 • Carbondale, CO

218 East Valley Road 104-295Carbondale, CO 81623
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

100th percentile

4041%

Higher net margin than 100% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

91st percentile

$116,394

Higher top officer pay than 91% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Asset Growth

10th percentile

-23%

Faster asset growth than 10% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Down

$996,688

Down $305,620 (-23%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$996,688

Down $305,620 (-23%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$5,955

Down $56,658 (-112%) from 2023

Expenses

Up

$234,696

Up $9,481 (+4.2%) from 2023

Net Income

Down

-$240,651

Down $66,139 (-38%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2012: $323,083Liabilities 2012: $02012Assets 2013: $349,645Liabilities 2013: $1Net Assets 2013: $349,6452013Assets 2014: $418,099Liabilities 2014: $1Net Assets 2014: $418,0992014Assets 2015: $2,830,652Liabilities 2015: $1Net Assets 2015: $2,830,6522015Assets 2016: $2,723,217Liabilities 2016: $0Net Assets 2016: $2,723,2172016Assets 2017: $2,483,609Liabilities 2017: $0Net Assets 2017: $2,483,6092017Assets 2018: $2,057,733Liabilities 2018: $0Net Assets 2018: $2,057,7332018Assets 2019: $4,058,486Liabilities 2019: $1Net Assets 2019: $4,058,4862019Assets 2020: $1,950,772Liabilities 2020: $60,000Net Assets 2020: $1,890,7722020Assets 2021: $2,455,734Liabilities 2021: $1Net Assets 2021: $2,455,7342021Assets 2022: $1,562,943Liabilities 2022: $1Net Assets 2022: $1,562,9432022Assets 2023: $1,302,308Liabilities 2023: $0Net Assets 2023: $1,302,3082023Assets 2024: $996,688Liabilities 2024: $0Net Assets 2024: $996,6882024

Highlighted filing

2024

Assets$996,688
Liabilities$0
Net Assets$996,688
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $47,567Expenses 2012: $65,018Net Income 2012: -$17,4512012Revenue 2013: $37,181Expenses 2013: $10,619Net Income 2013: $26,5622013Revenue 2014: $116,199Expenses 2014: $47,745Net Income 2014: $68,4542014Revenue 2015: $2,936,349Expenses 2015: $761,902Net Income 2015: $2,174,4472015Revenue 2016: $100,746Expenses 2016: $239,033Net Income 2016: -$138,2872016Revenue 2017: $94,257Expenses 2017: $333,865Net Income 2017: -$239,6082017Revenue 2018: $55,231Expenses 2018: $482,190Net Income 2018: -$426,9592018Revenue 2019: $38,493Expenses 2019: $514,478Net Income 2019: -$475,9852019Revenue 2020: $221,446Expenses 2020: $280,789Net Income 2020: -$59,3432020Revenue 2021: $58,280Expenses 2021: $488,661Net Income 2021: -$430,3812021Revenue 2022: $22,394Expenses 2022: $422,085Net Income 2022: -$399,6912022Revenue 2023: $50,703Expenses 2023: $225,215Net Income 2023: -$174,5122023Revenue 2024: -$5,955Expenses 2024: $234,696Net Income 2024: -$240,6512024

Highlighted filing

2024

Revenue-$5,955
Expenses$234,696
Net Income-$240,651
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$996,688
Liabilities
$0
Net assets
$996,688
Revenue
-$5,955
Expenses
$234,696
Net income
-$240,651
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.01$0.23$0.24
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.05$0.23$0.17
2022Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.02$0.42$0.40
2021Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.06$0.49$0.43
2020Detailed filing. Detailed filing data is available for this year.$1.95$0.06$1.89$0.22$0.28$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.04$0.51$0.48
2018Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.06$0.48$0.43
2017Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.09$0.33$0.24
2016Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.10$0.24$0.14
2015Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$2.94$0.76$2.17
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.12$0.05$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.04$0.01$0.03
2012Summary only. Only limited summary data is available for this year.$0.32$0.00$0.05$0.07$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 10, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
EDWARD CALESADirectorPT$116,394-$116,394
SANDRA CALESAExecutive AssistantPT$81,250-$81,250
Filing and Contact Details

Filer

Filer Name
The Edward F Calesa Foundation
EIN
84-1179370
Phone
7142356585
Address
218 EAST VALLEY ROAD 104-295, CARBONDALE, CO 81623

Signing Officer

Name
Edward F Calesa
Title
Director
Phone
7142356585
Signed
2025-10-10
Discuss with paid preparer
Yes

Preparer

Firm
Bpm Llp
Address
3800 KILROY AIRPORT WAY SUITE 250, LONG BEACH, CA 90806-6865
Preparer
Anthony J Gales
Phone
5624203100
Raw XML Appendix364 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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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RYAN KEYS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0218 EAST VALLEY ROAD 104-295
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CARBONDALE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd081623
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07143482241
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0SOLICITS GRANT APPLICATIONS FROM SUITABLE ORGANIZATIONS, REVIEWS THESE PROPOSALS, AND DECIDE ON THE YEAR'S FUNDING AND TRACKS THE PROGRESS OF EACH PROJECT
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt05775
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN FOUNDATION FOR SUICIDE PREVENTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FOCUSEDKIDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0218 E VALLEY ROAD 104 295
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1140 RIVER OAKS LN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CARBONDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BASALT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd081623
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd181621
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0300
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt05775
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018397
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt012622
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt028611
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt098791
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0175334
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt012622
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0290114
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt028611
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt098791
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0162712
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05775
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0290114
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0302736
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt064969
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0PAYROLL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2DUE & SUBSCRIPTIONS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3FOREIGN TAX WITHHELD
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01197
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2645
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0399
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1-30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01596
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1-31
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2645
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt322
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP PASSTHROUGH INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-11334
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt037
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt16351
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt221
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt037
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt16351
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt221
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt014837
TaxesSchedule/TaxesDetail/CategoryTxt0PAYROLL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0EDWARD F CALESA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07142356585
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE EDWARD F CALESA FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0EDWA
ReturnHeader/Filer/EIN0841179370
ReturnHeader/Filer/PhoneNum07142356585
ReturnHeader/Filer/USAddress/AddressLine1Txt0218 EAST VALLEY ROAD 104-295
ReturnHeader/Filer/USAddress/CityNm0CARBONDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081623
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814234542
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BPM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03800 KILROY AIRPORT WAY SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LONG BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0908066865
ReturnHeader/PreparerPersonGrp/PhoneNum05624203100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY J GALES
ReturnHeader/ReturnTs02025-10-13T15:06:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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