Civic Intelligence

Sorenson Family Foundation

990PF • Fiscal year 2016 • EIN 84-1375516

Jan 01, 2016 to Dec 31, 2016 • Filed on May 02, 2017

Organization Profile
603 Spruce StreetBoulder, CO 80302

(303) 440-9752

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

55th percentile

4.5%

Higher net margin than 55% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

78th percentile

14%

Faster asset growth than 78% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

20th percentile

-19%

Faster revenue growth than 20% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$508,736

Up $63,013 (+14%) from 2015

Net Assets

Up

$508,736

Up $63,013 (+14%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin55th percentile

Revenue

Down

$66,300

Down $15,488 (-19%) from 2015

Expenses

Up

$63,284

Up $5,094 (+8.8%) from 2015

Net Income

Down

$3,016

Down $20,582 (-87%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

$800K$600K$400K$200K$0Assets 2011: $497,704Liabilities 2011: $02011Assets 2012: $458,556Liabilities 2012: $02012Assets 2013: $446,859Liabilities 2013: $0Net Assets 2013: $446,8592013Assets 2014: $422,700Liabilities 2014: $0Net Assets 2014: $422,7002014Assets 2015: $445,723Liabilities 2015: $0Net Assets 2015: $445,7232015Assets 2016: $508,736Liabilities 2016: $0Net Assets 2016: $508,7362016Assets 2017: $535,055Liabilities 2017: $0Net Assets 2017: $535,0552017Assets 2018: $585,896Liabilities 2018: $0Net Assets 2018: $585,8962018Assets 2019: $572,733Liabilities 2019: $0Net Assets 2019: $572,7332019Assets 2020: $607,456Liabilities 2020: $0Net Assets 2020: $607,4562020Assets 2021: $676,936Liabilities 2021: $2,500Net Assets 2021: $674,4362021Assets 2022: $617,733Liabilities 2022: $1,500Net Assets 2022: $616,2332022Assets 2023: $634,122Liabilities 2023: $2,500Net Assets 2023: $631,6222023Assets 2024: $597,348Liabilities 2024: $0Net Assets 2024: $597,3482024

Highlighted filing

2016

Assets$508,736
Liabilities$0
Net Assets$508,736
Open 2016 Filing

Operations Trend

Revenue Growth20th percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $60,434Expenses 2011: $60,568Net Income 2011: -$1342011Revenue 2012: $16,802Expenses 2012: $51,037Net Income 2012: -$34,2352012Revenue 2013: $12,750Expenses 2013: $60,870Net Income 2013: -$48,1202013Revenue 2014: $23,021Expenses 2014: $65,160Net Income 2014: -$42,1392014Revenue 2015: $81,788Expenses 2015: $58,190Net Income 2015: $23,5982015Revenue 2016: $66,300Expenses 2016: $63,284Net Income 2016: $3,0162016Revenue 2017: $133,379Expenses 2017: $69,864Net Income 2017: $63,5152017Revenue 2018: $112,966Expenses 2018: $60,249Net Income 2018: $52,7172018Revenue 2019: $88,432Expenses 2019: $63,438Net Income 2019: $24,9942019Revenue 2020: $64,667Expenses 2020: $52,704Net Income 2020: $11,9632020Revenue 2021: $137,395Expenses 2021: $73,673Net Income 2021: $63,7222021Revenue 2022: $21,448Expenses 2022: $75,201Net Income 2022: -$53,7532022Revenue 2023: $75,993Expenses 2023: $81,489Net Income 2023: -$5,4962023Revenue 2024: $59,572Expenses 2024: $93,853Net Income 2024: -$34,2812024

Highlighted filing

2016

Revenue$66,300
Expenses$63,284
Net Income$3,016
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 2, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
RALPH Z SORENSONPres/Treas-$0--
CHARLOTTE SORENSONV.P./Sec'R-$0--
KRISTIN E SORENSON STARKDirector-$0--
ERIC R SORENSONDirector-$0--
KATRINA S SORENSON PETERSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sorenson Family Foundation
EIN
84-1375516
Phone
3034409752
Address
603 SPRUCE STREET, BOULDER, CO 80302

Signing Officer

Name
Ralph Soresnson
Title
President
Phone
3034409752
Signed
2017-05-02
Discuss with paid preparer
Yes

Preparer

Firm
France & France Cpas LLC
Address
3050 BROADWAY ST 206, BOULDER, CO 80304
Preparer
Pam France
Phone
3034496330
Raw XML AppendixShowing 400 of 771 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01475
AllOthProgRltdInvestmentsSch/AllOtherProgramRelatedInvstGrp/Desc0NONE
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0PART VII-A LINE 10
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0603 SPRUCE ST BOULDER, CO 80302 CONTRIBUTED CASH $2,015 CONTRIBUTED STOCK $49,410
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0IVY SCIENCE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1IVY SCIENCE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2ADT CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3DELL TECHNOLOGIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4EMC CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5EATON VANCE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6JOHNSON CONTROLS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7IVY ASSET STRATEGY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8EATON VANCE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9ADIENT PLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10ALCATEL LUCENT
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11EATON VANCE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-05-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-09-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-09-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-09-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-02-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-02-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-11-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0107803
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-159
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt03016
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0406
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt060403
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0509142
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0445723
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0508736
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt023130
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt023130
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt023130
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt025510
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02380
IRS990PF/DistributableAmountGrp/TotalTaxAmt02380
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0344
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02380
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt0344
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02380
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02380
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0344
IRS990PF/FMVAssetsEOYAmt0549406
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0445723
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0508736
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt014142
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt022864
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt022864
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0176604
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0175956
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0172869
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0254577
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0309572
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0353329
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt0400
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt0344
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt0344
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0445723
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0508736
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0549406
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0445723
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0508736
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0445723
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0508736
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0517975
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0517975
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt07770
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt025510
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0510205
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0517975
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RALPH Z SORENSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CHARLOTTE SORENSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KRISTIN E SORENSON STARK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ERIC R SORENSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4KATRINA S SORENSON PETERSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES/TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1V.P./SEC'R
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0603 SPRUCE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1603 SPRUCE ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21000 OLD ALBANY POST RD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt32850 6TH STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt470 PENNSYLVANIA GULCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOULDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOULDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2GARRISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3BOULDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4NEDERLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd080302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd180302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd210524
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd380304
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd480466
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt020521
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt021711
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt047500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt057083
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.040221
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.000000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.084508
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.116597
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01190
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0510205
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0523298
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0569429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0603498
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0562079
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0489576
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.201105
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0RALPH Z SORENSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0603 SPRUCE STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BOULDER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080302
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03034406955
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$508,736
Liabilities
$0
Net assets
$508,736
Revenue
$66,300
Expenses
$63,284
Net income
$3,016
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.60$0.94$0.34
2023Detailed filing. Detailed filing data is available for this year.$6.34$0.03$6.32$0.76$0.81$0.05
2022Detailed filing. Detailed filing data is available for this year.$6.18$0.02$6.16$0.21$0.75$0.54
2021Detailed filing. Detailed filing data is available for this year.$6.77$0.03$6.74$1.37$0.74$0.64
2020Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.65$0.53$0.12
2019Detailed filing. Detailed filing data is available for this year.$5.73$0.00$5.73$0.88$0.63$0.25
2018Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$1.13$0.60$0.53
2017Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$1.33$0.70$0.64
2016Detailed filing. Detailed filing data is available for this year.$5.09$0.00$5.09$0.66$0.63$0.03
2015Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$0.82$0.58$0.24
2014Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.23$0.65$0.42
2013Detailed filing. Detailed filing data is available for this year.$4.47$0.00$4.47$0.13$0.61$0.48
2012Summary only. Only limited summary data is available for this year.$4.59$0.00$0.17$0.51$0.34
2011Summary only. Only limited summary data is available for this year.$4.98$0.00$0.60$0.61$0.00