Civic Intelligence

Richard C Goldstein Private Foundation

990PF • Fiscal year 2020 • EIN 84-1204808

Jan 01, 2020 to Dec 31, 2020 • Filed on Dec 23, 2021

250 Steele Street No 375Denver, CO 80206

(303) 596-4283

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

1st percentile

-8230%

Higher net margin than 1% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

3rd percentile

-98%

Faster asset growth than 3% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$71,267

Down $2,807,951 (-98%) from 2019

Net Assets

$71,267

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$17,586

Down $16,232,139 (-100%) from 2019

Expenses

Down

$1,464,960

Down $1,716,437 (-54%) from 2019

Net Income

Down

-$1,447,374

Down $14,515,702 (-111%) from 2019

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2011: $26,223,390Liabilities 2011: $0Net Assets 2011: $26,223,3902011Assets 2012: $34,673,419Liabilities 2012: $02012Assets 2013: $38,711,369Liabilities 2013: $02013Assets 2014: $38,897,188Liabilities 2014: $02014Assets 2015: $39,570,830Liabilities 2015: $02015Assets 2017: $36,600,791Liabilities 2017: $0Net Assets 2017: $36,600,7912017Assets 2018: $38,478,191Liabilities 2018: $0Net Assets 2018: $38,478,1912018Assets 2019: $2,879,218Liabilities 2019: $02019Assets 2020: $71,267Liabilities 2020: $0Net Assets 2020: $71,2672020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2020

Assets$71,267
Liabilities$0
Net Assets$71,267

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $851,8892011Revenue 2012: $2,809,061Expenses 2012: $1,263,629Net Income 2012: $1,545,4322012Revenue 2013: $4,822,561Expenses 2013: $1,156,224Net Income 2013: $3,666,3372013Revenue 2014: $2,775,663Expenses 2014: $2,801,129Net Income 2014: -$25,4662014Revenue 2015: $4,329,334Expenses 2015: $3,345,250Net Income 2015: $984,0842015Revenue 2017: $541,045Expenses 2017: $3,139,637Net Income 2017: -$2,598,5922017Revenue 2018: $5,477,716Expenses 2018: $3,187,087Net Income 2018: $2,290,6292018Revenue 2019: $16,249,725Expenses 2019: $3,181,397Net Income 2019: $13,068,3282019Revenue 2020: $17,586Expenses 2020: $1,464,960Net Income 2020: -$1,447,3742020Revenue 2021: $11,750Expenses 2021: $271,044Net Income 2021: -$259,2942021

Highlighted filing

2020

Revenue$17,586
Expenses$1,464,960
Net Income-$1,447,374
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Dec 23, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeffrey GoldsteinPresident-$0--
Julie Ann GoldsteinSecretary-$0--
Leslie Karen GoldsteinTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Richard C Goldstein Private Foundation
EIN
84-1204808
Phone
3035964283
Address
250 Steele Street No 375, Denver, CO 80206

Signing Officer

Name
Jeffrey Goldstein
Title
President
Phone
3035964283
Signed
2021-12-23
Discuss with paid preparer
Yes

Preparer

Firm
McGaughey & Associates PC
Address
7000 East Belleview Ave Ste 250, Greenwood Village, CO 80111
Preparer
G Lance McGaughey
Phone
7207213405
Raw XML Appendix306 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.

Path#Value
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt0The Swaha Foundation
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt1The Micah Foundation
DissolutionStmt/DissolutionInformationGrp/BusinessName/BusinessNameLine1Txt2The Giving Well Foundation Inc
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt0729284
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt11012420
DissolutionStmt/DissolutionInformationGrp/DissolutionAmt21012419
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt0Cash totaling $729,284
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt1Cash totaling $1,012,420
DissolutionStmt/DissolutionInformationGrp/ShortExplanationTxt2Cash totaling $1,012,419
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt0PO Box 2214
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt1250 Steele St 375
DissolutionStmt/DissolutionInformationGrp/USAddress/AddressLine1Txt2250 Steele St 375
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01360577
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01431844
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IRS990PF/FMVAssetsEOYAmt071267
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IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0135605
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01612
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0105869
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jeffrey Goldstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Julie Ann Goldstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Leslie Karen Goldstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Treasurer
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Transfer to Successor Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Transfer to Successor Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Transfer to Successor Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0The Swaha Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Giving Well Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2250 Steele Street Ste 375
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Denver
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt05293
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LiquidationExplanationStmt/ExplanationTxt0Pursuant to a September 26, 2019 Unanimous Written Consent of the Board of Directors, a copy of which was attached to the Foundation's 2019 990-PF, the Foundation is dissolving and distributing all of its assets to three successor private foundations-- The Swaha Foundation, The Micah Foundation and Giving Well Foundation, Inc. (together, the "Successor Foundations"). By the end of 2019, the Foundation had distributed all but approximately $3,000,000 of its assets. In 2020, pursuant to a written grant agreement with each of the Successor Foundations, the Foundation transferred a total of $2,754,123 to the Successor Foundations as described in Statement 5. Each of the Successor Foundations will treat the assets transferred by the Foundation as endowment, and will make distributions to 501(c)(3) organizations for charitable purposes. After the Foundation receives tax refunds for which it is waiting, and after all liabilities and obligations of the Foundation are paid, satisfied and discharged, the Foundation will distribute its remaining assets and file a final 990-PF. Because the Foundation is distributing all of its assets to private foundations that are effectively controlled (within the meaning of the Treasury Regulations under Section 507 of the Code), directly or indirectly, by the same persons who effectively control the Foundation, the Successor Foundations will not be treated as newly-created organizations under Section 507 of the Code. As a result, the Successor Foundations are treated as though they are the Foundation for purposes of section 4942, and each Successor Foundation will be responsible for its proportionate share of the Foundation's undistributed income. At the end of 2019, the Foundation's undistributed income was $1,393,546, which the Successor Foundations distributed in 2020. At the end of 2020, the Foundation's undistributed income was $5,293; the Successor Foundations will distribute this amount in 2021.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01360577
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Transfer of assets to Successor Foundations
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt032000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt133390
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt26024
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Management / Agency Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Tax preparation
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2Legal Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt20
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jeffrey Goldstein
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum03035964283
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-12-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Richard C Goldstein Private Foundation
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0841204808
ReturnHeader/Filer/PhoneNum03035964283
ReturnHeader/Filer/USAddress/AddressLine1Txt0250 Steele Street No 375
ReturnHeader/Filer/USAddress/CityNm0Denver
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080206
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813098325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0McGaughey & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07000 East Belleview Ave Ste 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Greenwood Village
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080111
ReturnHeader/PreparerPersonGrp/PhoneNum07207213405
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0G Lance McGaughey
ReturnHeader/ReturnTs02021-12-23T12:00:35-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jeffrey
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Goldstein
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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