Civic Intelligence

Griswold Don L Charitable Foundation Trust

EIN 84-1404534 • Wheat Ridge, CO

PO Box 285Wheat Ridge, CO 80034
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2018

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2018

Net Margin

7th percentile

-247%

Higher net margin than 7% of similar nonprofits.

<$500k nonprofits • Source year 2018

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2018

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2018

Revenue Growth

93rd percentile

146%

Faster revenue growth than 93% of similar nonprofits.

<$500k nonprofits • Annualized from 2015 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $84,384 (-100%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

$0

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue66th percentileNet Margin7th percentile

Revenue

Up

$8,763

Up $8,173 (+1385%) from 2015

Expenses

Down

$30,405

Down $4,961 (-14%) from 2015

Net Income

Up

-$21,642

Up $13,134 (+38%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

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

$300K$200K$100K$0Assets 2011: $252,955Liabilities 2011: $02011Assets 2012: $204,933Liabilities 2012: $0Net Assets 2012: $204,9332012Assets 2013: $144,059Liabilities 2013: $02013Assets 2014: $119,310Liabilities 2014: $02014Assets 2015: $84,384Liabilities 2015: $02015Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2018

Assets$0
Liabilities$0
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue Growth93rd percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $13,614Expenses 2011: $44,667Net Income 2011: -$31,0532011Expenses 2012: $72,9772012Revenue 2013: $6,900Expenses 2013: $67,524Net Income 2013: -$60,6242013Revenue 2014: $16,074Expenses 2014: $40,701Net Income 2014: -$24,6272014Revenue 2015: $590Expenses 2015: $35,366Net Income 2015: -$34,7762015Revenue 2018: $8,763Expenses 2018: $30,405Net Income 2018: -$21,6422018

Highlighted filing

2018

Revenue$8,763
Expenses$30,405
Net Income-$21,642
Open 2018 Filing

Filings

Most recent year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$8,763
Expenses
$30,405
Net income
-$21,642
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.09$0.30$0.22
2015Summary only. Only limited summary data is available for this year.$0.84$0.00$0.01$0.35$0.35
2014Summary only. Only limited summary data is available for this year.$1.19$0.00$0.16$0.41$0.25
2013Summary only. Only limited summary data is available for this year.$1.44$0.00$0.07$0.68$0.61
2012Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.73
2011Summary only. Only limited summary data is available for this year.$2.53$0.00$0.14$0.45$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 16, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James DS RothneyTrustee-$0--
David Scott M RothneyTrustee-$0--
Rebecca E RothneyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Griswold Don L
EIN
84-1404534
Phone
3037103252
Address
PO Box 285, Wheat Ridge, CO 80034

Signing Officer

Name
James DS Rothney
Title
Trustee
Signed
2019-10-16
Discuss with paid preparer
Yes

Preparer

Firm
Samuel J Owen Pc
Address
350 INDIANA STREET SUITE 150, GOLDEN, CO 80401-5095
Preparer
Melanie J Stickler
Phone
3032710222
Raw XML Appendix347 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Full Circle of Lake Cnty Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Saint George Community Meals
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2National Mining Hall of Fame
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3St Vincent Hospital
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Healy House Museum Dexter Cabin
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Lake County Public Library
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Lake County Civic Center Associatio
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Advocates of Lake County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 622
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 243
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2120 W 9th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3822 W 4th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4912 Harrison Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51115 Harrison Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO Box 962
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7PO Box 325
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Leadville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Leadville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Leadville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Leadville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Leadville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Leadville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Leadville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Leadville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080461
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd180461
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280461
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd380461
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd480461
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd580461
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd680461
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd780461
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01153
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01153
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt025409
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt027729
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt025591
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt028121
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt056147
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt056147
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0133897
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt027047
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt025409
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt027729
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt025591
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt028121
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt027047
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0190044
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0162997
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt01890
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Samuel J. Owen, P.C. 7/9/18
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01890
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01890
LiquidationExplanationStmt/ExplanationTxt0The Charitable Foundation Trust has exhausted its distributable assets to the extent it is uneconomical to maintain. The remaining asset is a Fidelity Government Case Reserves Fund (FDRXX)valued at $5,740.38 on December 31, 2018. Approximately $2,700 will remain after final administration costs and fees are paid. All remaining monies,after payment of the 2018 tax owed and final costs and administration expenses, will be distributed to a 501(c)(3) foundation which is within the class of trust beneficiaries,the Tabor Opera House Preservation Foundation, Leadville, Colorado, for its general support.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03000
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12740
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Estimated taxes, fees and costs to terminate trust
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Final Charitable Distribution
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt0315
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0315
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0315
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James DS Rothney
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Griswold Don L
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Charitable Foundation Trust
ReturnHeader/Filer/BusinessNameControlTxt0GRIS
ReturnHeader/Filer/EIN0841404534
ReturnHeader/Filer/PhoneNum03037103252
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 285
ReturnHeader/Filer/USAddress/CityNm0Wheat Ridge
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080034
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840717116
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SAMUEL J OWEN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0350 INDIANA STREET SUITE 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GOLDEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0804015095
ReturnHeader/PreparerPersonGrp/PhoneNum03032710222
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Melanie J Stickler
ReturnHeader/ReturnTs02019-10-16T10:33:52-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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