Civic Intelligence

Oreg Foundation

990PF • Fiscal year 2024 • EIN 84-1513850

Jan 01, 2024 to Dec 31, 2024 • Filed on Jun 27, 2025

Organization Profile
P O Box 20587Boulder, CO 80308

(720) 565-4064

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

1st percentile

-443%

Higher net margin than 1% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$135,960

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 32.1% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

8th percentile

-16%

Faster asset growth than 8% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

55th percentile

13%

Faster revenue growth than 55% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$4,195,450

Down $813,643 (-16%) from 2023

Net Assets

Down

$4,195,450

Down $813,643 (-16%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin1st percentile

Revenue

Up

$423,001

Up $48,868 (+13%) from 2023

Expenses

Up

$2,298,759

Up $1,649,990 (+254%) from 2023

Net Income

Down

-$1,875,758

Down $1,601,122 (-583%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth8th percentile

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

$10M$5.0M$0Assets 2011: $8,746,682Liabilities 2011: $02011Assets 2012: $8,498,102Liabilities 2012: $02012Assets 2013: $8,071,612Liabilities 2013: $02013Assets 2014: $5,508,884Liabilities 2014: $02014Assets 2015: $5,283,878Liabilities 2015: $02015Assets 2019: $5,776,136Liabilities 2019: $02019Assets 2020: $5,449,723Liabilities 2020: $0Net Assets 2020: $5,449,7232020Assets 2021: $5,414,993Liabilities 2021: $0Net Assets 2021: $5,414,9932021Assets 2022: $5,283,729Liabilities 2022: $0Net Assets 2022: $5,283,7292022Assets 2023: $5,009,093Liabilities 2023: $0Net Assets 2023: $5,009,0932023Assets 2024: $4,195,450Liabilities 2024: $0Net Assets 2024: $4,195,4502024

Highlighted filing

2024

Assets$4,195,450
Liabilities$0
Net Assets$4,195,450
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

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

$5.0M$0-$5.0MRevenue 2011: $418,802Expenses 2011: $287,969Net Income 2011: $130,8332011Revenue 2012: $629,152Expenses 2012: $504,719Net Income 2012: $124,4332012Revenue 2013: $149,178Expenses 2013: $575,668Net Income 2013: -$426,4902013Revenue 2014: $534,590Expenses 2014: $4,323,660Net Income 2014: -$3,789,0702014Revenue 2015: $60,390Expenses 2015: $285,396Net Income 2015: -$225,0062015Revenue 2019: $109,081Expenses 2019: $151,688Net Income 2019: -$42,6072019Revenue 2020: $224,773Expenses 2020: $551,186Net Income 2020: -$326,4132020Revenue 2021: $432,207Expenses 2021: $466,937Net Income 2021: -$34,7302021Revenue 2022: $258,201Expenses 2022: $389,465Net Income 2022: -$131,2642022Revenue 2023: $374,133Expenses 2023: $648,769Net Income 2023: -$274,6362023Revenue 2024: $423,001Expenses 2024: $2,298,759Net Income 2024: -$1,875,7582024

Highlighted filing

2024

Revenue$423,001
Expenses$2,298,759
Net Income-$1,875,758
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 27, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JULIE SHAFFEREx Director & Sec'YFT$132,000$3,960$135,960
LINDSAY A WEAVER JRDirector /TreasPT$0--
Filing and Contact Details

Filer

Filer Name
Oreg Foundation
EIN
84-1513850
Phone
7205654064
Address
P O BOX 20587, BOULDER, CO 80308

Signing Officer

Name
Julie Shaffer
Title
EX Director / SEC'Y
Signed
2025-06-27
Discuss with paid preparer
Yes

Preparer

Firm
Nielsen & Company PC CPAs
Address
4840 Lee Cir, Boulder, CO 80303
Preparer
Patricia M Nielsen CPA
Phone
3035791511
Raw XML AppendixShowing 400 of 640 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/AccountingFeesDetail/CategoryTxt0BOOKKEEPING FEES
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1TAX AND ACCOUNTING ADVICE-NIELSEN & CO
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CashDeemedCharitableExplnStmt/ShortExplanationTxt0THERE WAS A LARGER AMOUNT OF CASH HELD THAN USUAL BECAUSE OF A LARGE SALE OF LAND IN OCTOMBER 2024.
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ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt1INVESTMENT ADVICE FOR MERRILL LYNCH ACCOUNT
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ContractorCompensationExpln/ContractorCompExplnGrp/ExplanationTxt3INVESTMENT ADVICE FOR UBS ACCOUNTS.
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1040215
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1160323
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12172918
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1353819
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1434202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1582602
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1688095
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01487
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1120869
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3121547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt432046
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt51040
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt61411
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt72161
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83600000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt943688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1065532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11179864
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1257289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1335903
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1486005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1591498
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd17P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ST UBS A/C #..1245 SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1LT UBS A/C #..1245 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2UBS RECONCILE UBS A/C #.1245
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3ML CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4ST ML - A/C # ..2163 SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5LT ML - A/C # ..2163 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6ML RECONCILE MERRILL LYNCH TO BOOKS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7ML ML - A/C # ..2163 SUPPL SHORTTERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8ML ML - A/C # ..2163 SUPPL LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9LOT 2A 9.84 ACRES +IMPROVEMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10200 TSLA DONATE ML - A/C # ..2163 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11300 TSLA DONATE ML - A/C # ..2163 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12400 TSLA DONATE ML - A/C # ..2163 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13200 TSLA DONATE UBS A/C #..1245 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14100 TSLA DONATE UBS A/C #..1245 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15200 TSLA DONATE UBS A/C #..1245 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16200 TSLA DONATE UBS A/C #..1245 LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17RECONCILE BOOKS TO MERRILL LYNCH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-10-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-12-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-11-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-11-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142024-12-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152024-12-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0355958
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt07074
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-1875758
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt010658
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01072773
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04206108
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05009093
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt04195450
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt098848
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt098848
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt098848
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0103101
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt04253
IRS990PF/DistributableAmountGrp/TotalTaxAmt04253
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt04253
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0147
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt04253
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt04253
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04400
IRS990PF/FMVAssetsEOYAmt04372351
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05009093
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt04195450
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt010002
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt06063
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt06063
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0276303
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01566269
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01743170
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt09572
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt09572
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt04571494
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt01801
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01800
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01800
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt05406
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt04400
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt04400
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0144087
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02616918
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02616918
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05009093
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt04195450
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt04372351
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05009093
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt04195450
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05009093
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt04195450
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02093416
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0866708
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01224482
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt031401
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt02226
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0103101
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02062015
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02093416
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0MERRILL LYNCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1NIELSEN & COMPANY PC CPAs & CONSULTANTS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2JESSIE ROTHMAN-CHURCH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3UBS BUSINESS SERVICES ACCOUNT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt02211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt15775
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt21566
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt33520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT ADVISOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1ACCOUNTING & TAX FEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2BOOKKEEPING SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3INVESTMENT ADVISOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0BANK OF AMERICA CORP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt14840 LEE CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt26542 FAIRWAYS DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt3555 CALIFORNIA ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0BOULDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1BOULDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2LONGMONT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd080302
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd180303
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd280503
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd394104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt1132000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt03960
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LINDSAY A WEAVER JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JULIE SHAFFER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director /TREAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1EX DIR & SEC'Y
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0P O BOX 20587
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1P O BOX 20587
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BOULDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BOULDER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0803080587
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd1803080587
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt076883
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02185459
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02262342

Document Assets

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,195,450
Liabilities
$0
Net assets
$4,195,450
Revenue
$423,001
Expenses
$2,298,759
Net income
-$1,875,758
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.42$2.30$1.88
2023Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.37$0.65$0.27
2022Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.26$0.39$0.13
2021Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.43$0.47$0.03
2020Detailed filing. Detailed filing data is available for this year.$5.45$0.00$5.45$0.22$0.55$0.33
2019Summary only. Only limited summary data is available for this year.$5.78$0.00$0.11$0.15$0.04
2015Summary only. Only limited summary data is available for this year.$5.28$0.00$0.06$0.29$0.23
2014Summary only. Only limited summary data is available for this year.$5.51$0.00$0.53$4.32$3.79
2013Summary only. Only limited summary data is available for this year.$8.07$0.00$0.15$0.58$0.43
2012Summary only. Only limited summary data is available for this year.$8.50$0.00$0.63$0.50$0.12
2011Summary only. Only limited summary data is available for this year.$8.75$0.00$0.42$0.29$0.13