Civic Intelligence

Partners in Routt County

990 • Fiscal year 2019 • EIN 84-1339921

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 27, 2020

PO Box 774325Steamboat Springs, CO 80477

(970) 879-6141

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.04x

Higher debt load relative to assets than 72% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

76th percentile

0.04x

Higher debt load relative to revenue than 76% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

51st percentile

3.8%

Higher net margin than 51% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

95th percentile

$61,800

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 15.5% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

53rd percentile

4.1%

Faster asset growth than 53% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

44th percentile

-2.7%

Faster revenue growth than 44% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$451,423

Up $17,638 (+4.1%) from 2018

Net Assets

Up

$434,188

Up $13,677 (+3.3%) from 2018

Liabilities

Up

$17,235

Up $3,961 (+30%) from 2018

Revenue

Down

$399,425

Down $10,928 (-2.7%) from 2018

Expenses

Down

$384,219

Down $25,060 (-6.1%) from 2018

Net Income

Up

$15,206

Up $14,132 (+1316%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2011: $519,872Liabilities 2011: $19,578Net Assets 2011: $500,2942011Assets 2012: $561,641Liabilities 2012: $21,510Net Assets 2012: $540,1312012Assets 2013: $575,131Liabilities 2013: $19,828Net Assets 2013: $555,3032013Assets 2014: $490,737Liabilities 2014: $21,215Net Assets 2014: $469,5222014Assets 2015: $436,242Liabilities 2015: $7,469Net Assets 2015: $428,7732015Assets 2016: $464,000Liabilities 2016: $4,662Net Assets 2016: $459,3382016Assets 2018: $433,785Liabilities 2018: $13,274Net Assets 2018: $420,5112018Assets 2019: $451,423Liabilities 2019: $17,235Net Assets 2019: $434,1882019Assets 2020: $470,281Liabilities 2020: $16,391Net Assets 2020: $453,8902020Assets 2021: $537,471Liabilities 2021: $16,140Net Assets 2021: $521,3312021Assets 2022: $830,458Liabilities 2022: $142,170Net Assets 2022: $688,2882022Assets 2023: $856,214Liabilities 2023: $106,826Net Assets 2023: $749,3882023Assets 2024: $945,584Liabilities 2024: $157,543Net Assets 2024: $788,0412024

Highlighted filing

2019

Assets$451,423
Liabilities$17,235
Net Assets$434,188

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $374,754Expenses 2011: $335,154Net Income 2011: $39,6002011Revenue 2012: $420,725Expenses 2012: $380,888Net Income 2012: $39,8372012Revenue 2013: $432,892Expenses 2013: $417,720Net Income 2013: $15,1722013Revenue 2014: $393,348Expenses 2014: $476,097Net Income 2014: -$82,7492014Revenue 2015: $456,539Expenses 2015: $491,485Net Income 2015: -$34,9462015Revenue 2016: $509,354Expenses 2016: $482,495Net Income 2016: $26,8592016Revenue 2018: $410,353Expenses 2018: $409,279Net Income 2018: $1,0742018Revenue 2019: $399,425Expenses 2019: $384,219Net Income 2019: $15,2062019Revenue 2020: $435,834Expenses 2020: $418,977Net Income 2020: $16,8572020Revenue 2021: $438,329Expenses 2021: $389,468Net Income 2021: $48,8612021Revenue 2022: $865,990Expenses 2022: $656,435Net Income 2022: $209,5552022Revenue 2023: $767,837Expenses 2023: $710,295Net Income 2023: $57,5422023Revenue 2024: $789,417Expenses 2024: $755,797Net Income 2024: $33,6202024

Highlighted filing

2019

Revenue$399,425
Expenses$384,219
Net Income$15,206
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 27, 2020
Return Version
2018v3.1
Gross Receipts
$426,648
Mission and Program Overview

Mission

We support youth through mentorship, empowerment, and trusted adult engagement so that they can face life's challenges and thrive

Building resilient youth in Routt County by creating and supporting meaningful mentoring relationships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$206,924$122,710▼ $84,214
Investments in Publicly Traded Securities$116,301$120,002▲ $3,701
Cash and Non-Interest-Bearing Accounts$70,760$99,500▲ $28,740
Accounts Receivable$21,700$63,726▲ $42,026
Land, Buildings, and Equipment, Net$10,785$8,308▼ $2,477
Prepaid Expenses and Deferred Charges$7,315$2,177▼ $5,138
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$433,785$451,423▲ $17,638
Other Assets Total-$35,000-
Liabilities
Accounts Payable and Accrued Expenses$13,274$17,235▲ $3,961
Total Liabilities$13,274$17,235▲ $3,961
Net Assets / Fund Balance
Unrestricted Net Assets$420,511$434,188▲ $13,677
Total Net Assets Fund Balance$420,511$434,188▲ $13,677
Total Liabilities and Net Assets / Fund Balance$433,785$451,423▲ $17,638

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,308$17,976-
Leasehold Improvements-$2,765-
Other Assets Org$35,000--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Michelle PetixExecutive DirectorFT$61,800$61,800

Board Members and Trustees

NameTitle
Jane ToothakerPast President
Tom KrabacherPresident
Erica GallagherDirector
Evan HermanDirector
John VanderbloemenDirector
Judy ZetzmanDirector
Michelle NalderDirector
Paige BrooksteinDirector
Rob MaccarthyDirector
Steve HofmanDirector
Lee CoxSecretary
Amy DicksonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$387,194
Program Service Revenue
$0
Investment Income
$6,019
Other Revenue
$6,212
All Other Contributions
$124,030
Change in Net Assets
$15,206

Audited Revenue Reconciliation

Revenue per Audited Statements
$399,425
Revenue Not Reported on Form 990
$21,271
Total Revenue per Audited Statements
$420,696
Total Revenue per Form 990
$399,425
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$274,555
Other Expenses$109,664
Total Fundraising Expense$49,086
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$148,120$9,500$17,217$174,837
Current Officers, Directors, Trustees, and Key Employees$24,857$17,613$19,330$61,800
Occupancy$31,792$3,442$5,101$40,335
Payroll Taxes$16,160$1,036$1,878$19,074
Other Employee Benefits$15,964$1,024$1,856$18,844
Fees for Services Other-$9,327-$9,327
Insurance$5,251$3,197$842$9,290
Office Expenses$5,477$736$1,090$7,303
Fees for Services Accounting-$5,625-$5,625
Advertising$3,739--$3,739
Depreciation Depletion$1,953$211$313$2,477
Travel$2,196--$2,196
Other Expenses$457$49$73$579
Total Functional Expenses$282,784$52,349$49,086$384,219

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$407,019
Expenses per Audited Statements$384,219
Total Expenses per Form 990$384,219
Expenses Not Reported on Form 990$22,800
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$13,421
Fundraising Gross Income$13,421
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Steamboat Honey Stinger Race$23,980---
Amazing Event$21,255$9,288$9,288$0
Total Events$70,096$13,421$13,421-
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
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, Line 11B: Form 990 Review Process

Form 990 is emailed to board for review before filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Board members are required to disclose any conflict of interest.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Partners in Routt County
EIN
84-1339921
Phone
9708796141
Address
PO BOX 774325, STEAMBOAT SPRINGS, CO 80477

Signing Officer

Name
Michelle Petix
Title
Executive Director
Signed
2020-02-27
Discuss with paid preparer
Yes

Organization Details

Formed
1996
Legal Domicile
Co
Voting Board Members
12
Independent Board Members
12
Employees
20
Volunteers
90

Preparer

Firm
Thpk
Address
PO BOX 773027, STEAMBOAT SPRINGS, CO 80477-3027
Preparer
Allison Kusy
Phone
9708791787
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IRS990/Desc0Partners in Routt County serves over 600 youth annually through our Community Based, School Based and Peer Mentoring Programs. At risk youth are matched one to one with caring adult volunteers who act as their mentor, friend and advocate. Additionally Partners provides after school and in school programming, group recreational activities, and life skills trainings.
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IRS990/Form990PartVIISectionAGrp/TitleTxt12Executive Dir.
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IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt02657
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02657
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0116301
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0120002
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt020741
IRS990/LandBldgEquipBasisNetGrp/BOYAmt010785
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08308
IRS990/LandBldgEquipCostOrOtherBssAmt029049
IRS990/LegalDomicileStateCd0CO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt013802
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Building resilient youth in Routt County by creating and supporting meaningful mentoring relationships.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0420511
IRS990/NetAssetsOrFundBalancesEOYAmt0434188
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt03362
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03362
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1529
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt05101
IRS990/OccupancyGrp/ManagementAndGeneralAmt03442
IRS990/OccupancyGrp/ProgramServicesAmt031792
IRS990/OccupancyGrp/TotalAmt040335
IRS990/OfficeExpensesGrp/FundraisingAmt01090
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0736
IRS990/OfficeExpensesGrp/ProgramServicesAmt05477
IRS990/OfficeExpensesGrp/TotalAmt07303
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt035000
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01856
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01024
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt015964
IRS990/OtherEmployeeBenefitsGrp/TotalAmt018844
IRS990/OtherExpensesGrp/Desc0PARTNERSHIP PROGRAMS
IRS990/OtherExpensesGrp/Desc1TRAINING
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc3DUES
IRS990/OtherExpensesGrp/FundraisingAmt01386
IRS990/OtherExpensesGrp/FundraisingAmt173
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0589
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt149
IRS990/OtherExpensesGrp/ProgramServicesAmt020182
IRS990/OtherExpensesGrp/ProgramServicesAmt15205
IRS990/OtherExpensesGrp/ProgramServicesAmt21431
IRS990/OtherExpensesGrp/ProgramServicesAmt3457
IRS990/OtherExpensesGrp/TotalAmt020182
IRS990/OtherExpensesGrp/TotalAmt15205
IRS990/OtherExpensesGrp/TotalAmt23406
IRS990/OtherExpensesGrp/TotalAmt3579
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt06212
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt06212
IRS990/OtherRevenueTotalAmt06212
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt017217
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt09500
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0148120
IRS990/OtherSalariesAndWagesGrp/TotalAmt0174837
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01878
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01036
IRS990/PayrollTaxesGrp/ProgramServicesAmt016160
IRS990/PayrollTaxesGrp/TotalAmt019074
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07315
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02177
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0402203
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04430
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0145433
IRS990/PYOtherRevenueAmt03720
IRS990/PYRevenuesLessExpensesAmt01074
IRS990/PYSalariesCompEmpBnftPaidAmt0263846
IRS990/PYTotalExpensesAmt0409279
IRS990/PYTotalRevenueAmt0410353
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt015206
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0206924
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0122710
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION CHANGED IT'S FISCAL YEAR WHICH RESULTED IN A SHORT YEAR PERIOD FOR THE 2016 TAX YEAR. THE 2016 SHORT YEAR TAX RETURN REPORTS THE ACTIVITY FROM 1/1/17 TO 6/30/17.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part I: Additional Information
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0387194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0402203
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0247990
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0496404
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0443212
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01977003
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02657
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0952
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01180
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03395
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03028
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011212
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt06212
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03720
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt09555
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt010299
IRS990ScheduleA/OtherIncome170Grp/TotalAmt029786
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94880
IRS990ScheduleA/PublicSupportPY170Pct00.96200
IRS990ScheduleA/PublicSupportTotal170Amt01914613
IRS990ScheduleA/SubstantialContributorsTotAmt062390
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0387194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0402203
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0247990
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0496404
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0443212
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01977003
IRS990ScheduleA/TotalSupportAmt02018001

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