Civic Intelligence

J Robert Young Foundation

990 • Fiscal year 2015 • EIN 84-1475080

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 04, 2016

PO Box 10000Glenwood Springs, CO 81602

(970) 384-3259

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

30th percentile

-3.7%

Higher net margin than 30% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

74th percentile

11%

Faster asset growth than 74% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

77th percentile

22%

Faster revenue growth than 77% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,533,549

Up $155,406 (+11%) from 2014

Net Assets

Up

$1,533,549

Up $155,406 (+11%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$58,740

Up $10,495 (+22%) from 2014

Expenses

Down

$60,900

Down $16,100 (-21%) from 2014

Net Income

Up

-$2,160

Up $26,595 (+92%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2008: $2,497,190Net Assets 2008: $2,497,1902008Assets 2010: $807,162Liabilities 2010: $0Net Assets 2010: $807,1622010Assets 2011: $847,568Liabilities 2011: $0Net Assets 2011: $847,5682011Assets 2012: $998,410Liabilities 2012: $0Net Assets 2012: $998,4102012Assets 2013: $1,248,388Liabilities 2013: $0Net Assets 2013: $1,248,3882013Assets 2014: $1,378,143Liabilities 2014: $0Net Assets 2014: $1,378,1432014Assets 2015: $1,533,549Liabilities 2015: $0Net Assets 2015: $1,533,5492015Assets 2016: $2,034,382Liabilities 2016: $0Net Assets 2016: $2,034,3822016Assets 2017: $2,368,653Liabilities 2017: $0Net Assets 2017: $2,368,6532017Assets 2018: $2,535,239Liabilities 2018: $0Net Assets 2018: $2,535,2392018Assets 2019: $2,829,681Liabilities 2019: $100,000Net Assets 2019: $2,729,6812019Assets 2020: $1,979,462Liabilities 2020: $0Net Assets 2020: $1,979,4622020Assets 2021: $2,311,000Liabilities 2021: $0Net Assets 2021: $2,311,0002021Assets 2022: $2,344,810Liabilities 2022: $0Net Assets 2022: $2,344,8102022Assets 2023: $2,086,289Liabilities 2023: $0Net Assets 2023: $2,086,2892023Assets 2024: $2,427,399Liabilities 2024: $0Net Assets 2024: $2,427,3992024

Highlighted filing

2015

Assets$1,533,549
Liabilities$0
Net Assets$1,533,549

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2008: $108,037Expenses 2008: $129,698Net Income 2008: -$21,6612008Expenses 2010: $101,8302010Expenses 2011: $58,0342011Expenses 2012: $46,9702012Revenue 2013: $40,375Expenses 2013: $68,115Net Income 2013: -$27,7402013Revenue 2014: $48,245Expenses 2014: $77,000Net Income 2014: -$28,7552014Revenue 2015: $58,740Expenses 2015: $60,900Net Income 2015: -$2,1602015Revenue 2016: $44,868Expenses 2016: $69,775Net Income 2016: -$24,9072016Revenue 2017: $89,727Expenses 2017: $85,120Net Income 2017: $4,6072017Revenue 2018: $50,765Expenses 2018: $90,510Net Income 2018: -$39,7452018Revenue 2019: $53,652Expenses 2019: $92,800Net Income 2019: -$39,1482019Revenue 2020: $238,942Expenses 2020: $208,020Net Income 2020: $30,9222020Revenue 2021: $120,122Expenses 2021: $105,835Net Income 2021: $14,2872021Revenue 2022: $50,763Expenses 2022: $59,253Net Income 2022: -$8,4902022Revenue 2023: $81,802Expenses 2023: $82,293Net Income 2023: -$4912023Revenue 2024: $81,403Expenses 2024: $84,333Net Income 2024: -$2,9302024

Highlighted filing

2015

Revenue$58,740
Expenses$60,900
Net Income-$2,160
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 4, 2016
Return Version
2015v2.1
Gross Receipts
$79,890
Mission and Program Overview

Mission

To benefit supported organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,337,500$1,473,915▲ $136,415
Savings and Temporary Cash Investments$40,643$54,872▲ $14,229
Other Notes and Loans Receivable, Net-$4,762-
Total Assets$1,378,143$1,533,549▲ $155,406
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$1,378,143$1,533,549▲ $155,406
Total Net Assets Fund Balance$1,378,143$1,533,549▲ $155,406
Total Liabilities and Net Assets / Fund Balance$1,378,143$1,533,549▲ $155,406

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,473,915--
Compensation and Service Providers

Board Members and Trustees

NameTitle
J Robert YoungPresident
Mariana Velasquez-schmahlSec/treas
Martha CochranVice Pres
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$58,740
Other Revenue
$0
Change in Net Assets
$-2,160
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$59,750
Other Expenses$1,150
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$59,750--$59,750
Fees for Services Accounting$0$1,150$0$1,150
Total Functional Expenses$59,750$1,150$0$60,900
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Aspen Community FoundationAspen, CO501(c)(3)Nonprofit Support$59,750
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
J Robert Young Foundation
EIN
84-1475080
Phone
9703843259
Address
PO BOX 10000, GLENWOOD SPRINGS, CO 81602

Signing Officer

Name
J Robert Young
Title
President
Phone
9703843259
Signed
2016-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Robert Young
Formed
1998
Legal Domicile
Co
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
6

Preparer

Firm
Theresa M Zelenka CPA Pc
Address
PO BOX 1607, GLENWOOD SPRINGS, CO 81602-1607
Preparer
Theresa M Zelenka
Phone
9709471710
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The 990 is distributed to the board for review prior to filing.

Pt VI, Line 19

AVAILABLE UPON REQUEST

Raw XML Appendix303 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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ReturnHeader/ReturnTs02016-11-04T13:52:44-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.08$0.08$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.09$0.00$2.09$0.08$0.08$0.00
2022Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.05$0.06$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.12$0.11$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.24$0.21$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.83$0.10$2.73$0.05$0.09$0.04
2018Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.05$0.09$0.04
2017Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.09$0.09$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.04$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.06$0.06$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.05$0.08$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.04$0.07$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.85$0.00$0.85$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.81$0.00$0.81$0.10
2008Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.50$2.50$0.11$0.13$0.02