Civic Intelligence

Delta-Montrose Electric Association Charitable Tru

EIN 84-1517142 • 501(c)3 • Montrose, CO

Profile

The mission of the dmea charitable trust is the accumulated and disbursement of funds for charitable purposes in the service territory of the delta-montrose electric association.

PO Box 910Montrose, CO 81402

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

26th percentile

-16%

Higher net margin than 26% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

37th percentile

-12%

Faster asset growth than 37% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

42nd percentile

-8.2%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$66,638

Down $8,766 (-12%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$66,638

Down $8,766 (-12%) from 2022

Operations
Liabilities / Revenue61st percentileNet Margin26th percentile

Revenue

Down

$55,015

Down $4,901 (-8.2%) from 2022

Expenses

Up

$63,781

Up $11,611 (+22%) from 2022

Net Income

Down

-$8,766

Down $16,512 (-213%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth37th percentile

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

$80K$60K$40K$20K$0Assets 2011: $46,424Liabilities 2011: $0Net Assets 2011: $46,4242011Assets 2012: $48,537Liabilities 2012: $0Net Assets 2012: $48,5372012Assets 2013: $51,864Liabilities 2013: $0Net Assets 2013: $51,8642013Assets 2014: $55,223Liabilities 2014: $0Net Assets 2014: $55,2232014Assets 2015: $59,918Liabilities 2015: $0Net Assets 2015: $59,9182015Assets 2016: $49,792Liabilities 2016: $0Net Assets 2016: $49,7922016Assets 2017: $53,023Liabilities 2017: $0Net Assets 2017: $53,0232017Assets 2018: $47,194Liabilities 2018: $0Net Assets 2018: $47,1942018Assets 2019: $53,737Liabilities 2019: $0Net Assets 2019: $53,7372019Assets 2020: $59,971Liabilities 2020: $0Net Assets 2020: $59,9712020Assets 2021: $67,658Liabilities 2021: $0Net Assets 2021: $67,6582021Assets 2022: $75,404Liabilities 2022: $0Net Assets 2022: $75,4042022Assets 2023: $66,638Liabilities 2023: $0Net Assets 2023: $66,6382023

Highlighted filing

2023

Assets$66,638
Liabilities$0
Net Assets$66,638
Open 2023 Filing

Operations Trend

Revenue Growth42nd percentile

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

$100K$50K$0-$50KRevenue 2011: $80,189Expenses 2011: $75,130Net Income 2011: $5,0592011Revenue 2012: $76,502Expenses 2012: $74,389Net Income 2012: $2,1132012Revenue 2013: $66,067Expenses 2013: $62,740Net Income 2013: $3,3272013Revenue 2014: $61,570Expenses 2014: $58,211Net Income 2014: $3,3592014Revenue 2015: $60,736Expenses 2015: $56,041Net Income 2015: $4,6952015Revenue 2016: $60,065Expenses 2016: $70,191Net Income 2016: -$10,1262016Revenue 2017: $59,074Expenses 2017: $55,843Net Income 2017: $3,2312017Revenue 2018: $58,280Expenses 2018: $64,109Net Income 2018: -$5,8292018Revenue 2019: $64,529Expenses 2019: $57,986Net Income 2019: $6,5432019Revenue 2020: $66,000Expenses 2020: $59,766Net Income 2020: $6,2342020Revenue 2021: $64,360Expenses 2021: $56,673Net Income 2021: $7,6872021Revenue 2022: $59,916Expenses 2022: $52,170Net Income 2022: $7,7462022Revenue 2023: $55,015Expenses 2023: $63,781Net Income 2023: -$8,7662023

Highlighted filing

2023

Revenue$55,015
Expenses$63,781
Net Income-$8,766
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$66,638
Liabilities
$0
Net assets
$66,638
Revenue
$55,015
Expenses
$63,781
Net income
-$8,766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$66.6$0.00$66.6$55.0$63.8$8.77
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$75.4$0.00$75.4$59.9$52.2$7.75
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$67.7$0.00$67.7$64.4$56.7$7.69
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.0$0.00$60.0$66.0$59.8$6.23
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.7$0.00$53.7$64.5$58.0$6.54
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.2$0.00$47.2$58.3$64.1$5.83
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.0$0.00$53.0$59.1$55.8$3.23
2016Summary only. Only limited summary data is available for this year.$49.8$0.00$49.8$60.1$70.2$10.1
2015Summary only. Only limited summary data is available for this year.$59.9$0.00$59.9$60.7$56.0$4.70
2014Detailed filing. Detailed filing data is available for this year.$55.2$0.00$55.2$61.6$58.2$3.36
2013Summary only. Only limited summary data is available for this year.$51.9$0.00$51.9$66.1$62.7$3.33
2012Summary only. Only limited summary data is available for this year.$48.5$0.00$48.5$76.5$74.4$2.11
2011Summary only. Only limited summary data is available for this year.$46.4$0.00$46.4$80.2$75.1$5.06
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 20, 2021
Return Version
2020v4.1
Gross Receipts
$66,000
Mission and Program Overview

Mission

The mission of the dmea charitable trust is the accumulated and disbursement of funds for charitable purposes in the service territory of the delta-montrose electric association.

The mission of the delta-montrose electric association charitable trust is the accumulation and disbursement of funds for charitable purposes in the delta-montrose electric association service area.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$41,674$51,700▲ $10,026
Cash and Non-Interest-Bearing Accounts$12,063$8,271▼ $3,792
Total Assets$53,737$59,971▲ $6,234
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$53,737$59,971▲ $6,234
Total Net Assets Fund Balance$53,737$59,971▲ $6,234
Total Liabilities and Net Assets / Fund Balance$53,737$59,971▲ $6,234
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Gary MessanoChair
Diane ReddinVice-chair
Barbara BynumTrustee
Betsy MarstonTrustee
Delphine JadotTrustee
Janice GrahamTrustee
Norma MillerTrustee
Gordon RussellSecretary
John BroadbooksTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$65,974
Program Service Revenue
$0
Investment Income
$26
Other Revenue
$0
All Other Contributions
$65,974
Change in Net Assets
$6,234

Audited Revenue Reconciliation

Revenue per Audited Statements
$66,000
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$66,000
Total Revenue per Form 990
$66,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$53,178
Other Expenses$6,588
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$53,178--$53,178
Fees for Services Accounting-$6,500-$6,500
Fees for Services Other-$88-$88
Total Functional Expenses$53,178$6,588$0$59,766

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$59,766
Total Expenses per Audited Statements$59,766
Total Expenses per Form 990$59,766
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
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
No
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, Part VI, Section B, Line 11B

“The board members review form 990 prior to its submission to the irs.”

Form 990, Part VI, Section B, Line 12C

“The board of directors regularly monitor, review and enforce the conflict of interest policy.”

Form 990, Part VI, Section C, Line 19

“Governing documents, financial statements, donation data and form 990 are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Delta-montrose Electric Association
EIN
84-1517142
Phone
3039740721
Address
PO BOX 910, MONTROSE, CO 81402

Signing Officer

Name
John Broadbooks
Title
Treasurer
Phone
3039740721
Signed
2021-05-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Messano
Formed
1998
Legal Domicile
Co
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Donald R Moreland & Associates Pc
Address
1675 EAST NIAGARA ROAD, MONTROSE, CO 81401
Preparer
Donald R Moreland
Phone
9702493424
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.

Path#Value
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IRS990ScheduleD/TotalRevenuePerForm990Amt066000
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt066000
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt059766
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt053178
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0VARIOUS INDIVIDUALS OR ORGANIZATIONS FOR FOOD, SHELTER, CLOTHING, HEALTH NEED AND EDUCATION
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/NonCashAssistanceAmt00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0100
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD MEMBERS REVIEW FORM 990 PRIOR TO ITS SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS REGULARLY MONITOR, REVIEW AND ENFORCE THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, DONATION DATA AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt053737
IRS990/TotalAssetsEOYAmt059971
IRS990/TotalAssetsGrp/BOYAmt053737
IRS990/TotalAssetsGrp/EOYAmt059971
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt065974
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06588
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt053178
IRS990/TotalFunctionalExpensesGrp/TotalAmt059766
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt053737
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt059971
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt053178
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt026
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt066000
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt09
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt053737
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt059971
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 910
IRS990/USAddress/CityNm0MONTROSE
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd081402
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN BROADBOOKS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03039740721
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DELTA-MONTROSE ELECTRIC ASSOCIATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DELT
ReturnHeader/Filer/EIN0841517142
ReturnHeader/Filer/PhoneNum03039740721
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 910
ReturnHeader/Filer/USAddress/CityNm0MONTROSE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081402
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0841220192
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DONALD R MORELAND & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01675 EAST NIAGARA ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MONTROSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081401
ReturnHeader/PreparerPersonGrp/PhoneNum09702493424
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD R MORELAND
ReturnHeader/ReturnTs02021-05-24T09:09:50-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BROADBOOKS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits

Peabody, MA

View Organization

Common Tides

501(c)3 • NTEE C32

Revenue$55,600
Assets$12,623

Revenue vs current organization

About the same

Assets vs current organization

77% lower