Civic Intelligence

Griswold Don L Charitable Foundation Trust

990PF • Fiscal year 2018 • EIN 84-1404534

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 16, 2019

PO Box 285Wheat Ridge, CO 80034

(303) 710-3252

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

4th percentile

-247%

Higher net margin than 4% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2015 to 2018

Revenue Growth

95th percentile

146%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2015 to 2018

Assets

Down

$0

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

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

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

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

2018

Assets$0
Liabilities$0
Net Assets$0

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

2018

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

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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0James DS Rothney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1David Scott M Rothney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Rebecca E Rothney
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO Box 285
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17604 The Point
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6General Support Grant
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7General Support Grant
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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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