Civic Intelligence

Griswold Don L Charitable Foundation Trust

990PF • Fiscal year 2012 • EIN 84-1404534

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 25, 2013

PO Box 28580034
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

94th percentile

$3,967

Higher top officer pay than 94% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

19th percentile

-19%

Faster asset growth than 19% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$204,933

Down $48,022 (-19%) from 2011

Net Assets

$204,933

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$72,977

Up $28,310 (+63%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2012

Assets$204,933
Liabilities$0
Net Assets$204,933

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue-
Expenses$72,977
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 25, 2013
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wells Fargo Bank NATrustee-$3,967-$3,967
Rebecca E RothneyTrustee-$0--
David Scott M RothneyTrustee-$0--
James DS RothneyTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-General Support Grant501(c)(3)Leadville, CO, US$20,000
Paid Grant-General Support Grant501(c)(3)Leadville, CO, US$12,600
Paid Grant-General Support Grant501(c)(3)Leadville, CO, US$11,350
Paid Grant-General Support Grant501(c)(3)Leadville, CO, US$10,000
Paid Grant-General Support Grant501(c)(3)Leadville, CO, US$7,000
Filing and Contact Details

Filer

EIN
84-1404534
Raw XML Appendix337 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/AccountingFees/Amount0600
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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
IRS990PF/AddressChange0X
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition04.00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Wells Fargo Bank NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1Rebecca E Rothney
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2David Scott M Rothney
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3James DS Rothney
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10PO Box 53456 MAC S4101-22G
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine117604 The Point
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine127604 The Point
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Phoenix
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3Wheat Ridge
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10James DS Rothney
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0National Mining Hall of Fame
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1Lake Cnty Civic Center Associ
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2Saint George Community Meals
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3Lake County Public Library
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4Full Circle of Lake Cnty Inc
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2026070
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IRS990PF/UndistributedIncome/RemainingDistriFromCorpus051906
IRS990PF/UndistributedIncome/TotalCorpus0185239
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0133333
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/AdjustedNetIncome00
LegalFeesSchedule/LegalFees/Amount07032
LegalFeesSchedule/LegalFees/Category0Samuel J. Owen, P.C.
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps0654
LegalFeesSchedule/LegalFees/NetInvestmentIncome03800
OtherDecreasesSchedule/OtherDecreases/Amount091
OtherDecreasesSchedule/OtherDecreases/Description0Misc. adjustment due to rounding
OtherExpensesSchedule/OtherExpenses/Description0Other Nonalloc Exp 2%
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01
OtherIncreasesSchedule/OtherIncreases/Amount098
OtherIncreasesSchedule/OtherIncreases/Amount1513
OtherIncreasesSchedule/OtherIncreases/Amount2308
OtherIncreasesSchedule/OtherIncreases/Amount3130
OtherIncreasesSchedule/OtherIncreases/Description0Nondividend Distribution
OtherIncreasesSchedule/OtherIncreases/Description1Nondividend Dist/Return of Capital
OtherIncreasesSchedule/OtherIncreases/Description2Mutual Fund and CTF Income Addition
OtherIncreasesSchedule/OtherIncreases/Description3Fed. Tax Refund
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0313
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0CoBIz Investment Management Fees
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome0313
TaxesSchedule/Taxes/Amount085
TaxesSchedule/Taxes/Amount129
TaxesSchedule/Taxes/Category0Foreign Tax Withheld - Wells Fargo Stmt
TaxesSchedule/Taxes/Category1Foreign Tax Paid - Co-Biz 1099
TaxesSchedule/Taxes/NetInvestmentIncome085
TaxesSchedule/Taxes/NetInvestmentIncome129
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0841404534
ReturnHeader/Filer/Name/BusinessNameLine10Griswold Don L
ReturnHeader/Filer/Name/BusinessNameLine20Charitable Foundation Trust
ReturnHeader/Filer/NameControl0GRIS
ReturnHeader/Filer/Phone03037103252
ReturnHeader/Filer/USAddress/AddressLine10PO Box 285
ReturnHeader/Filer/USAddress/City0Wheat Ridge
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode080034
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-04-25
ReturnHeader/Officer/Name0James DS Rothney
ReturnHeader/Officer/Title0Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10SAMUEL J OWEN PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10350 INDIANA STREET SUITE 150
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0GOLDEN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0804015095
ReturnHeader/Preparer/Name0Melanie J Stickler
ReturnHeader/Preparer/Phone03032710222
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-25T16:47:41-07:00

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