Civic Intelligence

Fulcrum Foundation

990PF • Fiscal year 2017 • EIN 84-1547584

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

Organization Profile
10901 WEST TOLLER DRIVE Suite 206Littleton, CO 80127

(720) 880-5672

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

95th percentile

72%

Higher net margin than 95% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

53rd percentile

3.2%

Faster asset growth than 53% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Revenue Growth

6th percentile

-48%

Faster revenue growth than 6% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,830,594

Up $112,988 (+6.6%) from 2015

Net Assets

$1,830,594

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin95th percentile

Revenue

Down

$109,529

Down $292,660 (-73%) from 2015

Expenses

Down

$30,160

Down $6,929 (-19%) from 2015

Net Income

Down

$79,369

Down $285,731 (-78%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,430,678Liabilities 2011: $02011Assets 2012: $1,393,633Liabilities 2012: $02012Assets 2013: $1,317,313Liabilities 2013: $02013Assets 2014: $1,350,592Liabilities 2014: $02014Assets 2015: $1,717,606Liabilities 2015: $02015Assets 2017: $1,830,594Liabilities 2017: $0Net Assets 2017: $1,830,5942017Assets 2018: $1,902,106Liabilities 2018: $0Net Assets 2018: $1,902,1062018Assets 2019: $1,927,789Liabilities 2019: $0Net Assets 2019: $1,927,7892019Assets 2020: $1,862,073Liabilities 2020: $0Net Assets 2020: $1,862,0732020Assets 2021: $2,046,893Liabilities 2021: $0Net Assets 2021: $2,046,8932021Assets 2022: $1,975,929Liabilities 2022: $0Net Assets 2022: $1,975,9292022Assets 2023: $1,917,677Liabilities 2023: $0Net Assets 2023: $1,917,6772023Assets 2024: $2,051,429Liabilities 2024: $0Net Assets 2024: $2,051,4292024

Highlighted filing

2017

Assets$1,830,594
Liabilities$0
Net Assets$1,830,594
Open 2017 Filing

Operations Trend

Revenue Growth6th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $62,922Expenses 2011: $95,190Net Income 2011: -$32,2682011Revenue 2012: $160,049Expenses 2012: $201,414Net Income 2012: -$41,3652012Revenue 2013: $94,433Expenses 2013: $155,472Net Income 2013: -$61,0392013Revenue 2014: $182,464Expenses 2014: $153,278Net Income 2014: $29,1862014Revenue 2015: $402,189Expenses 2015: $37,089Net Income 2015: $365,1002015Revenue 2017: $109,529Expenses 2017: $30,160Net Income 2017: $79,3692017Revenue 2018: $101,185Expenses 2018: $29,673Net Income 2018: $71,5122018Revenue 2019: $114,331Expenses 2019: $88,648Net Income 2019: $25,6832019Revenue 2020: $67,588Expenses 2020: $133,304Net Income 2020: -$65,7162020Revenue 2021: $312,719Expenses 2021: $127,899Net Income 2021: $184,8202021Revenue 2022: $83,610Expenses 2022: $154,574Net Income 2022: -$70,9642022Revenue 2023: $79,512Expenses 2023: $137,764Net Income 2023: -$58,2522023Revenue 2024: $277,963Expenses 2024: $144,211Net Income 2024: $133,7522024

Highlighted filing

2017

Revenue$109,529
Expenses$30,160
Net Income$79,369
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN C HALSTEDTDirector / Pres / TreasPT$0--
Filing and Contact Details

Filer

Filer Name
Fulcrum Foundation
EIN
84-1547584
In Care Of
% KARIN PALAZZO
Phone
7208805672
Address
10901 WEST TOLLER DRIVE Suite 206, LITTLETON, CO 80127

Signing Officer

Name
Steven C Halstedt
Title
Director
Phone
3126420006
Signed
2018-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Topel Forman LLC
Address
500 NORTH MICHIGAN AVE SUITE 1700, CHICAGO, IL 60611
Preparer
Maggie Thomason
Phone
3126420006
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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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LITTLETON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd080127
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0KARIN PALAZZO
IRS990PF/StatementsRegardingActyGrp/PhoneNum07208805672
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0FULCRUMFDN.COM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NON-SPECIFIC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0STEVEN C HALSTEDT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03034057517
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt010901 W TOLLER DRIVE 206
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0LITTLETON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd080127
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PREFERENCE FOR NON-PROFIT ORGANIZATIONS LOCATED IN COLORADO THAT ENABLE DISADVANTAGED YOUNG PEOPLE TO ACCESS OPPORTUNITIES FOR GROWTH, SELF-DEVELOPMENT AND SUCCESS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0STEVEN C HALSTEDT
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/AppliedToCurrentYearAmt011080
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt088863
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt077783
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt041686
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt047478
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt025027
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt077783
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt036408
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt036408
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02013
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011080
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt036408
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0114191
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04398
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FUND BALANCE ADJ DUE TO CAPITAL TRANS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05995
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05995
TaxesSchedule/TaxesDetail/Amt01346
TaxesSchedule/TaxesDetail/Amt1659
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01346
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1659
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN C HALSTEDT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03126420006
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FULCRUM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0FULC
ReturnHeader/Filer/EIN0841547584
ReturnHeader/Filer/InCareOfNm0% KARIN PALAZZO
ReturnHeader/Filer/PhoneNum07208805672
ReturnHeader/Filer/USAddress/AddressLine1Txt010901 WEST TOLLER DRIVE Suite 206
ReturnHeader/Filer/USAddress/CityNm0LITTLETON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080127
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId038EC74C4A9104B42CA558262456F9A3739DA905E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId037BBFB94723532512CA0C5EB1445457D55C24DB5
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId036207920181935000008
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02018-07-12
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0168.93.161.34
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TOPEL FORMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 NORTH MICHIGAN AVE SUITE 1700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060611
ReturnHeader/PreparerPersonGrp/PhoneNum03126420006
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Maggie Thomason
ReturnHeader/ReturnTs02018-07-12T12:18:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,830,594
Liabilities
$0
Net assets
$1,830,594
Revenue
$109,529
Expenses
$30,160
Net income
$79,369
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.28$0.14$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$0.08$0.14$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.08$0.15$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.31$0.13$0.18
2020Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.07$0.13$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$0.11$0.09$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.90$0.00$1.90$0.10$0.03$0.07
2017Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.11$0.03$0.08
2015Summary only. Only limited summary data is available for this year.$1.72$0.00$0.40$0.04$0.37
2014Summary only. Only limited summary data is available for this year.$1.35$0.00$0.18$0.15$0.03
2013Summary only. Only limited summary data is available for this year.$1.32$0.00$0.09$0.16$0.06
2012Summary only. Only limited summary data is available for this year.$1.39$0.00$0.16$0.20$0.04
2011Summary only. Only limited summary data is available for this year.$1.43$0.00$0.06$0.10$0.03