Civic Intelligence

Southern Colorado Community Foundation

EIN 84-1449305 • 501(c)3 • Pueblo, CO

Profile

Sccf is dedicated to helping citizens of southern colorado create enduring, yet flexiable charitable contributions that enhance the quality of life in their communities.

121 W City Center Drive Suite 240Pueblo, CO 81003

www.southerncoloradocommunityfoundation.org

Siviq Scores

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

Liabilities / Assets

31st percentile

0.07x

Higher debt load relative to assets than 31% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.52x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

22nd percentile

$159,500

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 2.8% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

146%

Faster revenue growth than 95% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$40,873,628

Up $6,113,386 (+18%) from 2023

Liabilities

Up

$2,985,994

Up $94,757 (+3.3%) from 2023

Net Assets

Up

$37,887,634

Up $6,018,629 (+19%) from 2023

Revenue

Up

$5,793,723

Up $3,434,185 (+146%) from 2023

Expenses

Up

$2,170,803

Up $641,596 (+42%) from 2023

Net Income

Up

$3,622,920

Up $2,792,589 (+336%) from 2023

Trend Graphs

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2011: $9,263,344Liabilities 2011: $51,847Net Assets 2011: $9,211,4972011Assets 2012: $9,677,397Liabilities 2012: $59,827Net Assets 2012: $9,617,5702012Assets 2013: $10,845,738Liabilities 2013: $24,276Net Assets 2013: $10,821,4622013Assets 2014: $10,899,099Liabilities 2014: $73,872Net Assets 2014: $10,825,2272014Assets 2015: $13,708,601Liabilities 2015: $187,894Net Assets 2015: $13,520,7072015Assets 2016: $12,124,746Liabilities 2016: $33,553Net Assets 2016: $12,091,1932016Assets 2017: $18,147,960Liabilities 2017: $1,314,836Net Assets 2017: $16,833,1242017Assets 2018: $18,858,358Liabilities 2018: $1,950,558Net Assets 2018: $16,907,8002018Assets 2019: $23,645,831Liabilities 2019: $2,649,613Net Assets 2019: $20,996,2182019Assets 2020: $28,696,226Liabilities 2020: $2,756,311Net Assets 2020: $25,939,9152020Assets 2021: $38,709,924Liabilities 2021: $4,128,509Net Assets 2021: $34,581,4152021Assets 2022: $31,344,799Liabilities 2022: $3,591,811Net Assets 2022: $27,752,9882022Assets 2023: $34,760,242Liabilities 2023: $2,891,237Net Assets 2023: $31,869,0052023Assets 2024: $40,873,628Liabilities 2024: $2,985,994Net Assets 2024: $37,887,6342024

Highlighted filing

2024

Assets$40,873,628
Liabilities$2,985,994
Net Assets$37,887,634

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2011: $300,3772011Expenses 2012: $804,8232012Revenue 2013: $930,482Expenses 2013: $735,571Net Income 2013: $194,9112013Revenue 2014: $1,102,071Expenses 2014: $1,070,074Net Income 2014: $31,9972014Revenue 2015: $4,213,793Expenses 2015: $851,648Net Income 2015: $3,362,1452015Revenue 2016: $781,227Expenses 2016: $2,529,435Net Income 2016: -$1,748,2082016Revenue 2017: $4,646,472Expenses 2017: $889,290Net Income 2017: $3,757,1822017Revenue 2018: $3,102,856Expenses 2018: $1,212,492Net Income 2018: $1,890,3642018Revenue 2019: $4,395,902Expenses 2019: $2,131,453Net Income 2019: $2,264,4492019Revenue 2020: $3,888,919Expenses 2020: $1,317,757Net Income 2020: $2,571,1622020Revenue 2021: $8,379,882Expenses 2021: $1,458,923Net Income 2021: $6,920,9592021Revenue 2022: $1,820,056Expenses 2022: $2,157,410Net Income 2022: -$337,3542022Revenue 2023: $2,359,538Expenses 2023: $1,529,207Net Income 2023: $830,3312023Revenue 2024: $5,793,723Expenses 2024: $2,170,803Net Income 2024: $3,622,9202024

Highlighted filing

2024

Revenue$5,793,723
Expenses$2,170,803
Net Income$3,622,920

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.9$2.99$37.9$5.79$2.17$3.62
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.8$2.89$31.9$2.36$1.53$0.83
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.3$3.59$27.8$1.82$2.16$0.34
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.7$4.13$34.6$8.38$1.46$6.92
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.7$2.76$25.9$3.89$1.32$2.57
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.6$2.65$21.0$4.40$2.13$2.26
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.9$1.95$16.9$3.10$1.21$1.89
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.1$1.31$16.8$4.65$0.89$3.76
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.1$0.03$12.1$0.78$2.53$1.75
2015Detailed filing. Detailed filing data is available for this year.$13.7$0.19$13.5$4.21$0.85$3.36
2014Detailed filing. Detailed filing data is available for this year.$10.9$0.07$10.8$1.10$1.07$0.03
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.8$0.02$10.8$0.93$0.74$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.68$0.06$9.62$0.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.26$0.05$9.21$0.30
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Mar 3, 2023
Return Version
2022v4.1
Gross Receipts
$3,396,043
Mission and Program Overview

Mission

Sccf is dedicated to helping citizens of southern colorado create enduring, yet flexible charitable contributions that enhance the quality of life in their communities.

Southern colorado community foundation enhances the quality of life and promotes philanthropy through leadership, resources and traditions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$34,177,378$27,455,697▼ $6,721,681
Savings and Temporary Cash Investments$1,386,267$1,251,051▼ $135,216
Land, Buildings, and Equipment, Net$61,593$46,705▼ $14,888
Pledges and Grants Receivable$18,800$40,815▲ $22,015
Prepaid Expenses and Deferred Charges$1,406$1,434▲ $28
Total Assets$38,768,528$31,344,799▼ $7,423,729
Other Assets Total$3,123,084$2,549,097▼ $573,987
Liabilities
Other Liabilities$4,183,792$3,580,198▼ $603,594
Accounts Payable and Accrued Expenses$3,321$11,613▲ $8,292
Total Liabilities$4,187,113$3,591,811▼ $595,302
Net Assets / Fund Balance
Net Assets With Donor Restrictions$30,949,274$24,794,315▼ $6,154,959
Net Assets Without Donor Restrictions$3,632,141$2,958,673▼ $673,468
Total Net Assets Fund Balance$34,581,415$27,752,988▼ $6,828,427
Total Liabilities and Net Assets / Fund Balance$38,768,528$31,344,799▼ $7,423,729

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$44,090-$44,090
Equipment$1,184$8,818$10,002
Land$1,431-$1,431
Other Assets Org$2,549,097--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$2,876,043-▼ $372,694$286,793$2,192,900
2021$2,611,550$50,000▲ $317,176$75,983$2,876,043
2020$866,989$1,702,302▲ $123,254$68,695$2,611,550
2019$759,969$1,500▲ $113,864$1,011$866,989
2018$878,562-▼ $28,583$81,929$759,969
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jeffrey ShawPresident
Bruno DeroseDirector
Donna MaesDirector
Gigi DennisDirector
Jane L RawlingsDirector
Joe BowerDirector
Keith SwerdfegerDirector
Mark SwansonDirector
Michael BaxterDirector
Michael TillDirector
Patsy CresswellDirector
Paulette StuartDirector
Ken WestSecretary
Barbara DuffTreasurer
Dan DeroseVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$770,834
Program Service Revenue
$64,375
Investment Income
$942,165
Other Revenue
$42,682
All Other Contributions
$770,834
Change in Net Assets
$-337,354
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,292,487
Other Expenses$694,768
Salaries, Compensation, and Employee Benefits$170,155
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,292,487--$1,292,487
Current Officers, Directors, Trustees, and Key Employees-$137,500-$137,500
Fees for Service Investment Mgmnt Fees-$120,017-$120,017
Fees for Services Accounting-$35,900-$35,900
Fees for Services Management-$22,782-$22,782
Other Salaries and Wages-$21,512-$21,512
Occupancy-$16,903-$16,903
Payroll Taxes-$11,143-$11,143
Insurance-$3,719-$3,719
Office Expenses-$3,188-$3,188
All Other Expenses-$2,236-$2,236
Other Expenses$482,232$2,033-$2,033
Depreciation Depletion-$374-$374
Total Functional Expenses$1,774,719$382,691$0$2,157,410
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Rosemount MuseumPueblo, CO501c3Educational Purposes$300,315
Csu Pueblo FoundationPueblo, CO501c3Educational Purposes$128,811
Ywca of PuebloPueblo, CO501c3Educational Purposes$100,433
Sangre De Cristo Arts & ConferencePueblo, CO501c3Educational Purposes$100,160
Pueblo Symphony AssociationPueblo, CO501c3Educational Purposes$94,437
Pueblo Community College FoundationPueblo, CO501c3Educational Purposes$73,070
Praise Assembly of GodPueblo, CO501c3Educational Purposes$52,500
Summit Healing IncLittleton, CO501c3Educational Purposes$50,000
Texas Baptist Men IncDallas, TX501c3Educational Purposes$50,000
Trees PleasePueblo, CO510c3Educational Purposes$30,000
Broadway Theatre League of PuebloPueblo, CO501c3Educational Purposes$28,543
A Caring Pregnancy CenterPueblo, CO501c3Educational Purposes$27,500
United Way of Pueblo CountyPueblo, CO501c3Educational Purposes$22,836
Pueblo City County Library DistrictPueblo, CO501cEducational Purposes$20,890
The Fellowship of ChristianColorado Springs, CO501c3Educational Purposes$20,000
Ascension Episcopal ChurchPueblo, CO501c3Educational Purposes$14,890
Impossible PlayersPueblo, CO501c3Educational Purposes$14,890
Parkview Hospital FoundationPueblo, CO501c3Educational Purposes$14,890
Center for American ValuesPueblo, CO501c3Educational Purposes$14,123
Deep River Mission IncRockaway, NJ501c3Educational Purposes$12,000
Care & Share Food Banks for SoutherColorado Springs, CO501c3Educational Purposes$11,500
Pueblo Municipal BandPueblo, CO501c3Educational Purposes$10,612
Greater Pueblo Sports Hall of FamePueblo, CO501c3Educational Purposes$10,000
Los PobresAvondale, CO501c3Educational Purposes$10,000
Song of PuebloPueblo, CO501c3Educational Purposes$10,000
The Media Center IncPueblo, CO501c3Educational Purposes$10,000
General Council of the AssembliesSpringfield, MO501c3Educational Purposes$9,800
Community Resource CenterDenver, CO501c3Educational Programs$8,500
St John Neumann Catholic SchoolPueblo, CO501c3Educational Purposes$7,287
Casa of PuebloPueblo, CO501c3Educational Purposes$6,000
La Puente Home IncAlamosa, CO501c3Educational Purposes$6,000
PosadaPueblo, CO501c3Educational Purposes$6,000
County of Pueblo School DistrictPueblo, CO501c3Educational Purposes$5,500
Pueblo Rescue MissionPueblo, CO501c3Educational Purposes$5,500
Pueblo Zoological SocietyPueblo, CO501c3Educational Purposes$5,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$64,746
Fundraising Direct Expenses$22,169
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Eve$64,746$64,746$22,169$42,577
Total Events$64,746$64,746$22,169$42,577
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Accounts$3,536,108
Lease Payable$44,090
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with 35% controlled entity
No
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
Yes
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, Page 6, Part VI, Line 11B

Copy of form 990 was emailed to each board member for the review and approval prior to the return being filed.

Form 990, Page 6, Part VI, Line 12C

Outside cpa firm that performs accounting monitors any potential conflict of interest on an on-going basis

Form 990, Page 6, Part VI, Line 15A

Compensation of executive director is discussed with finance committee members. Amount is arrived at as part of budget that it presented to the entire board. Majority of board must approve budget.

Form 990, Page 6, Part VI, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are made available to the public at the organization's office upon request.

Filing and Contact Details

Filer

Filer Name
Southern Colorado Community Foundat
EIN
84-1449305
Phone
7195466667
Address
121 W CITY CENTER DRIVE SUITE 240, PUEBLO, CO 81003

Signing Officer

Name
Jeff Osterman
Title
Executive Director
Phone
7195466677
Signed
2023-03-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeffrey Shaw
Formed
1998
Legal Domicile
Co
Voting Board Members
16
Independent Board Members
16
Employees
2
Volunteers
25

Preparer

Firm
Mgpm Pc
Address
503 N MAIN ST STE 740, PUEBLO, CO 81003
Preparer
Ronald L Goodrich
Phone
7195430516
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The endowments are to be used to generate investment earnings which will be distributed according to the donor's wishes at the time the endowments were established.

Raw XML AppendixShowing 400 of 818 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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IRS990/ActivityOrMissionDesc0SOUTHERN COLORADO COMMUNITY FOUNDATION ENHANCES THE QUALITY OF LIFE AND PROMOTES PHILANTHROPY THROUGH LEADERSHIP, RESOURCES AND TRADITIONS.
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