Civic Intelligence

Eaton Senior Communities Foundation

990EZ • Fiscal year 2018 • EIN 84-1280682

Oct 01, 2017 to Sep 30, 2018 • Filed on Nov 20, 2018

333 South Eaton StreetLakewood, CO 80226

(303) 937-3000

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

56th percentile

6.1%

Higher net margin than 56% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

51st percentile

1.7%

Faster asset growth than 51% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

46th percentile

-1.5%

Faster revenue growth than 46% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Up

$160,857

Up $2,764 (+1.7%) from 2017

Net Assets

Up

$160,486

Up $3,194 (+2.0%) from 2017

Liabilities

Down

$371

Down $430 (-54%) from 2017

Revenue

Down

$133,730

Down $2,031 (-1.5%) from 2017

Expenses

Down

$125,522

Down $21,852 (-15%) from 2017

Net Income

Up

$8,208

Up $19,821 (+171%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $114,637Liabilities 2011: $4012011Assets 2012: $103,542Liabilities 2012: $6692012Assets 2013: $107,404Liabilities 2013: $1,1882013Assets 2014: $134,817Liabilities 2014: $1,817Net Assets 2014: $133,0002014Assets 2015: $139,590Liabilities 2015: $81Net Assets 2015: $139,5092015Assets 2016: $166,107Liabilities 2016: $214Net Assets 2016: $165,8932016Assets 2017: $158,093Liabilities 2017: $801Net Assets 2017: $157,2922017Assets 2018: $160,857Liabilities 2018: $371Net Assets 2018: $160,4862018Assets 2019: $216,992Liabilities 2019: $36,662Net Assets 2019: $180,3302019Assets 2020: $215,886Liabilities 2020: $12,601Net Assets 2020: $203,2852020Assets 2021: $173,202Liabilities 2021: $3,040Net Assets 2021: $170,1622021Assets 2022: $166,658Liabilities 2022: $5,181Net Assets 2022: $161,4772022Assets 2023: $108,324Liabilities 2023: $3,334Net Assets 2023: $104,9902023Assets 2024: $116,297Liabilities 2024: $11Net Assets 2024: $116,2862024

Highlighted filing

2018

Assets$160,857
Liabilities$371
Net Assets$160,486

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $107,928Expenses 2011: $102,058Net Income 2011: $5,8702011Revenue 2012: $97,356Expenses 2012: $112,811Net Income 2012: -$15,4552012Revenue 2013: $110,172Expenses 2013: $110,071Net Income 2013: $1012013Revenue 2014: $96,489Expenses 2014: $70,594Net Income 2014: $25,8952014Revenue 2015: $95,942Expenses 2015: $85,103Net Income 2015: $10,8392015Revenue 2016: $119,397Expenses 2016: $95,618Net Income 2016: $23,7792016Revenue 2017: $135,761Expenses 2017: $147,374Net Income 2017: -$11,6132017Revenue 2018: $133,730Expenses 2018: $125,522Net Income 2018: $8,2082018Revenue 2019: $123,921Expenses 2019: $104,779Net Income 2019: $19,1422019Revenue 2020: $186,221Expenses 2020: $167,413Net Income 2020: $18,8082020Revenue 2021: $140,422Expenses 2021: $173,605Net Income 2021: -$33,1832021Revenue 2022: $165,639Expenses 2022: $162,995Net Income 2022: $2,6442022Revenue 2023: $84,265Expenses 2023: $144,075Net Income 2023: -$59,8102023Revenue 2024: $91,093Expenses 2024: $84,586Net Income 2024: $6,5072024

Highlighted filing

2018

Revenue$133,730
Expenses$125,522
Net Income$8,208
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Nov 20, 2018
Return Version
2017v2.3
Gross Receipts
$145,351
Mission and Program Overview

Mission

ELDERLY SUPPORT SERVICES

Program Services

DescriptionGrantsExpenses
TO OBTAIN THE RESOURCES FOR EATON SENIOR COMMUNITIES AND AFFILIATED NONPROFIT ORGANIZATIONS IN ORDER TO PROVIDE THE ELDERLY WITH A NUMBER OF AFFORDABLE LIVING CHOICES AND TO SUPPORT A VARIETY OF SENIOR PROGRAMS AND ACTIVITIES THAT ENRICH THEIR LIVES.$77,280$100,767
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SANDY BOWLINBoard Chair-$0--
RAND MORITZKYBoard Vice C-$0--
RICHARD WYSEBoard Sec/Tr-$0--
JENNIFER VAGHERBoard Member-$0--
SHERI FILAK-TAYLORBoard Member-$0--
ERIN O'BRIENBoard Member-$0--
SANDRA REYNOLDSBoard Member-$0--
BILL BRUMMETTBoard Member-$0--
DAN KULLASBoard Member-$0--
SHAE CLARKBoard Member-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Dinner$58,551$47,551$11,621$35,930
Total Events$58,551$47,551$11,621$35,930
Filing and Contact Details

Filer

Filer Name
Eaton Senior Communities Foundation
EIN
84-1280682
Phone
3039373000
Address
333 SOUTH EATON STREET, LAKEWOOD, CO 80226

Signing Officer

Name
David Smart
Title
Executive Director
Phone
3039373000
Signed
2018-11-20
Discuss with paid preparer
Yes

Preparer

Firm
Wipfli Llp
Address
7887 E BELLEVIEW AVE STE 700, ENGLEWOOD, CO 80111-6021
Preparer
Robert E Fabry CPA
Phone
3037590089
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

Miscellaneous 309 total 309

Form 990-ez, Part I, Line 10

Class of activity: low income housing name: the residences at esc address: 333 south eaton st. Lakewood, co 80226 cash contribution: 27,293 class of activity: low income housing name: the summit at esc address: 333 south eaton st. Lakewood, co 80226 cash contribution: 46,917

Form 990-ez, Part I, Line 16

Expenses investment expenses 471 program expenses 10,029 fundraising costs 5,175 bank fees 938 general support costs 1,441 miscellaneous 72 total 18,126

Form 990-ez, Part I, Line 20

UNREALIZED LOSSES -5,014

Form 990-ez, Part II, Line 24

Pledges receivable 11,799 13,311 grants receivable 0 10,000 prepaid expenses and deferred charges 0 1,890 endowment fund held by cff 45,784 47,870 total 57,583 73,071

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 801 371

Form 990-ez, Part III, Line 28

To obtain the resources for eaton senior communities and affiliated nonprofit organizations in order to provide the elderly with a number of affordable living choices and to support a variety of senior programs and activities that enrich their lives.

Raw XML Appendix208 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0MISCELLANEOUS 309 TOTAL 309
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASS OF ACTIVITY: LOW INCOME HOUSING NAME: THE RESIDENCES AT ESC ADDRESS: 333 SOUTH EATON ST. LAKEWOOD, CO 80226 CASH CONTRIBUTION: 27,293 CLASS OF ACTIVITY: LOW INCOME HOUSING NAME: THE SUMMIT AT ESC ADDRESS: 333 SOUTH EATON ST. LAKEWOOD, CO 80226 CASH CONTRIBUTION: 46,917
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXPENSES INVESTMENT EXPENSES 471 PROGRAM EXPENSES 10,029 FUNDRAISING COSTS 5,175 BANK FEES 938 GENERAL SUPPORT COSTS 1,441 MISCELLANEOUS 72 TOTAL 18,126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED LOSSES -5,014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PLEDGES RECEIVABLE 11,799 13,311 GRANTS RECEIVABLE 0 10,000 PREPAID EXPENSES AND DEFERRED CHARGES 0 1,890 ENDOWMENT FUND HELD BY CFF 45,784 47,870 TOTAL 57,583 73,071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACCOUNTS PAYABLE AND ACCRUED EXPENSES 801 371
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TO OBTAIN THE RESOURCES FOR EATON SENIOR COMMUNITIES AND AFFILIATED NONPROFIT ORGANIZATIONS IN ORDER TO PROVIDE THE ELDERLY WITH A NUMBER OF AFFORDABLE LIVING CHOICES AND TO SUPPORT A VARIETY OF SENIOR PROGRAMS AND ACTIVITIES THAT ENRICH THEIR LIVES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 28
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ReturnHeader/ReturnTs02018-11-21T09:18:31-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.91$0.85$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.03$1.05$0.84$1.44$0.60
2022Detailed filing. Detailed filing data is available for this year.$1.67$0.05$1.61$1.66$1.63$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.73$0.03$1.70$1.40$1.74$0.33
2020Detailed filing. Detailed filing data is available for this year.$2.16$0.13$2.03$1.86$1.67$0.19
2019Detailed filing. Detailed filing data is available for this year.$2.17$0.37$1.80$1.24$1.05$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.60$1.34$1.26$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.58$0.01$1.57$1.36$1.47$0.12
2016Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$1.19$0.96$0.24
2015Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.96$0.85$0.11
2014Detailed filing. Detailed filing data is available for this year.$1.35$0.02$1.33$0.96$0.71$0.26
2013Summary only. Only limited summary data is available for this year.$1.07$0.01$1.10$1.10$0.00
2012Summary only. Only limited summary data is available for this year.$1.04$0.01$0.97$1.13$0.15
2011Summary only. Only limited summary data is available for this year.$1.15$0.00$1.08$1.02$0.06