Civic Intelligence

Summit Middle Charter School Inc.

990 • Fiscal year 2018 • EIN 84-1562333

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 10, 2019

Organization ProfileWWW.BVSD.ORG/SCHOOLS/SUMMIT
4655 Hanover AvenueBoulder, CO 80305

(303) 499-9511

Siviq Scores

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

Liabilities / Assets

99th percentile

2.55x

Higher debt load relative to assets than 99% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

92nd percentile

3.40x

Higher debt load relative to revenue than 92% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

6th percentile

-52%

Higher net margin than 6% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

54th percentile

$130,394

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

16th percentile

-6.7%

Faster asset growth than 16% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

52nd percentile

4.6%

Faster revenue growth than 52% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$5,280,479

Down $381,146 (-6.7%) from 2017

Net Assets

Down

-$8,199,118

Down $2,355,517 (-40%) from 2017

Liabilities

Up

$13,479,597

Up $1,974,371 (+17%) from 2017

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin6th percentile

Revenue

Up

$3,959,851

Up $174,016 (+4.6%) from 2017

Expenses

Up

$6,010,612

Up $349,781 (+6.2%) from 2017

Net Income

Down

-$2,050,761

Down $175,765 (-9.4%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth16th percentile

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

$20M$10M$0-$10MAssets 2011: $755,342Liabilities 2011: $149,326Net Assets 2011: $606,0162011Assets 2012: $990,247Liabilities 2012: $151,447Net Assets 2012: $838,8002012Assets 2013: $1,213,431Liabilities 2013: $136,576Net Assets 2013: $1,076,8552013Assets 2014: $1,349,037Liabilities 2014: $151,873Net Assets 2014: $1,197,1642014Assets 2015: $1,933,676Liabilities 2015: $4,976,862Net Assets 2015: -$3,043,1862015Assets 2016: $1,949,296Liabilities 2016: $5,840,383Net Assets 2016: -$3,891,0872016Assets 2017: $5,661,625Liabilities 2017: $11,505,226Net Assets 2017: -$5,843,6012017Assets 2018: $5,280,479Liabilities 2018: $13,479,597Net Assets 2018: -$8,199,1182018Assets 2019: $3,996,308Liabilities 2019: $11,044,559Net Assets 2019: -$7,048,2512019Assets 2020: $2,975,980Liabilities 2020: $8,826,830Net Assets 2020: -$5,850,8502020Assets 2021: $4,571,181Liabilities 2021: $8,594,372Net Assets 2021: -$4,023,1912021Assets 2022: $4,087,455Liabilities 2022: $6,451,249Net Assets 2022: -$2,363,7942022Assets 2023: $4,516,904Liabilities 2023: $6,564,066Net Assets 2023: -$2,047,1622023Assets 2024: $5,685,089Liabilities 2024: $7,978,882Net Assets 2024: -$2,293,7932024

Highlighted filing

2018

Assets$5,280,479
Liabilities$13,479,597
Net Assets-$8,199,118
Open 2018 Filing

Operations Trend

Revenue Growth52nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $3,427,092Expenses 2011: $2,811,874Net Income 2011: $615,2182011Revenue 2012: $2,999,648Expenses 2012: $2,766,864Net Income 2012: $232,7842012Revenue 2013: $3,119,821Expenses 2013: $2,881,766Net Income 2013: $238,0552013Revenue 2014: $3,170,157Expenses 2014: $3,049,848Net Income 2014: $120,3092014Revenue 2015: $3,463,160Expenses 2015: $3,619,940Net Income 2015: -$156,7802015Revenue 2016: $3,603,862Expenses 2016: $4,451,763Net Income 2016: -$847,9012016Revenue 2017: $3,785,835Expenses 2017: $5,660,831Net Income 2017: -$1,874,9962017Revenue 2018: $3,959,851Expenses 2018: $6,010,612Net Income 2018: -$2,050,7612018Revenue 2019: $4,308,775Expenses 2019: $3,852,227Net Income 2019: $456,5482019Revenue 2020: $4,431,777Expenses 2020: $4,023,248Net Income 2020: $408,5292020Revenue 2021: $4,417,232Expenses 2021: $3,970,065Net Income 2021: $447,1672021Revenue 2022: $4,894,569Expenses 2022: $4,739,319Net Income 2022: $155,2502022Revenue 2023: $5,254,152Expenses 2023: $4,915,294Net Income 2023: $338,8582023Revenue 2024: $5,727,173Expenses 2024: $5,628,949Net Income 2024: $98,2242024

Highlighted filing

2018

Revenue$3,959,851
Expenses$6,010,612
Net Income-$2,050,761
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 10, 2019
Return Version
2017v2.3
Gross Receipts
$3,959,851
Mission and Program Overview

Mission

Public education for mainstream learners in a middle school setting. The school is a no child left behind, blue ribbon school.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,288,793$1,476,348▲ $187,555
Land, Buildings, and Equipment, Net$77,518$122,575▲ $45,057
Pledges and Grants Receivable$17,145$800▼ $16,345
Total Assets$5,661,625$5,280,479▼ $381,146
Other Assets Total$4,278,169$3,680,756▼ $597,413
Liabilities
Other Liabilities$11,242,243$12,794,558▲ $1,552,315
Deferred Revenue$49,319$501,653▲ $452,334
Accounts Payable and Accrued Expenses$213,664$183,386▼ $30,278
Total Liabilities$11,505,226$13,479,597▲ $1,974,371
Net Assets / Fund Balance
Temporarily Rstr Net Assets$188,855$246,902▲ $58,047
Unrestricted Net Assets$-6,032,456$-8,446,020▼ $2,413,564
Total Net Assets Fund Balance$-5,843,601$-8,199,118▼ $2,355,517
Total Liabilities and Net Assets / Fund Balance$5,661,625$5,280,479▼ $381,146

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$122,575$6,604$129,179
Other Assets Org$17,786--
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Adam GalvinPrincipalFT$130,394$130,394

Board Members and Trustees

NameTitle
Michelle Moore HernandezChair
Debbie StewartMember
Jill OliverMember
Kevin HallMember
Nina LopezMember
Renee GarciaMember
Ross WehnerMember
Tony WibbelerSecretary
Ron WawrzynekTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Boulder Valley School DistrictOperational Sup6500 ARAPAHOE AVE, Boulder, CO 80301$831,736
Revenue and Support

Revenue Composition

Contributions and Grants
$3,959,851
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-2,050,761

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,959,851
Total Revenue per Audited Statements
$3,959,851
Total Revenue per Form 990
$3,959,851
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,010,612
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$612,126--$612,126
Other Expenses$309,901$2,377,306-$309,901
Depreciation Depletion$5,928--$5,928
Total Functional Expenses$3,633,306$2,377,306$0$6,010,612

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$6,010,612
Total Expenses per Audited Statements$6,010,612
Total Expenses per Form 990$6,010,612
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Net Pension Liabilities$12,154,427
Net Opeb Liability$277,556
Long Term Liability Loan Payable$160,000
Investment in Capital Assets$122,575
Current Liability Loan Payable$80,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
Yes
Backup withholding compliance
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, Page 6, Part VI, Line 6

“YES”

Form 990, Page 6, Part VI, Line 7A

“YES”

Form 990, Page 6, Part VI, Line 11B

“Reviewed and approved by board.”

Form 990, Page 6, Part VI, Line 18

“UPON REQUEST”

Form 990, Page 6, Part VI, Line 19

“Governing documents, conflict of interest policy and audited finacial statements are available on own website.”

Filing and Contact Details

Filer

Filer Name
Summit Middle Charter School Inc
EIN
84-1562333
Phone
3034999511
Address
4655 HANOVER AVENUE, BOULDER, CO 80305

Signing Officer

Name
Ron Wawrzynek
Title
Treasurer
Phone
3034999511
Signed
2019-01-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michelle Moore Hernandez
Voting Board Members
9
Independent Board Members
9
Employees
37
Volunteers
250

Preparer

Firm
Boulder CPA Group
Address
1790 30TH STREET SUITE 418, BOULDER, CO 80301
Preparer
Carol Bailiff CPA
Phone
3034493060
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

“Services from district 138,586 0 0 general administration 135,637 0 0 student support services 120,135 0 0 central services 88,985 0 0 instructional support ser 78,972 0 0 business services 49,811 0 0 total 612,126 0 0”

Form 990, Part XI, Line 9

“Investment in capital assets -45,057 implementation gasb no. 75 -259,699 total -304,756”

Financial Statement Notes

Schedule D, Page 4, Part XIII

“Part x, line 1 the school participates in the school division trust fund (schdtf), a cost-sharing multiple-employer defined benefit pension fund administered by the public employees' retirement association of colorado ("pera"). The net pension liability, deferred outflows of resources and deferred inflows of resources related to pensions, pension expense, information about the fiduciary net position and additions to/deductions from the fiduciary net position of the schdtf have been determined using the economic resources measurement focus and the accrual basis of accounting. For this purpose, benefit payments (including refunds of employee contributions) are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value.”

Raw XML Appendix376 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/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt0122575
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06604
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0129179
IRS990ScheduleD/ExpensesSubtotalAmt06010612
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt03662970
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt117786
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEFERRED OUTFLOWS OF RESOURCES
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DEFERRED OUTFLOW -OPEB RELATED ITEMS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012154427
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1277556
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2160000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3122575
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt480000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0NET PENSION LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1NET OPEB LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2LONG TERM LIABILITY LOAN PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3INVESTMENT IN CAPITAL ASSETS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc4CURRENT LIABILITY LOAN PAYABLE
IRS990ScheduleD/RevenueSubtotalAmt03959851
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PART X, LINE 1 THE SCHOOL PARTICIPATES IN THE SCHOOL DIVISION TRUST FUND (SCHDTF), A COST-SHARING MULTIPLE-EMPLOYER DEFINED BENEFIT PENSION FUND ADMINISTERED BY THE PUBLIC EMPLOYEES' RETIREMENT ASSOCIATION OF COLORADO ("PERA"). THE NET PENSION LIABILITY, DEFERRED OUTFLOWS OF RESOURCES AND DEFERRED INFLOWS OF RESOURCES RELATED TO PENSIONS, PENSION EXPENSE, INFORMATION ABOUT THE FIDUCIARY NET POSITION AND ADDITIONS TO/DEDUCTIONS FROM THE FIDUCIARY NET POSITION OF THE SCHDTF HAVE BEEN DETERMINED USING THE ECONOMIC RESOURCES MEASUREMENT FOCUS AND THE ACCRUAL BASIS OF ACCOUNTING. FOR THIS PURPOSE, BENEFIT PAYMENTS (INCLUDING REFUNDS OF EMPLOYEE CONTRIBUTIONS) ARE RECOGNIZED WHEN DUE AND PAYABLE IN ACCORDANCE WITH THE BENEFIT TERMS. INVESTMENTS ARE REPORTED AT FAIR VALUE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XIII
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0122575
IRS990ScheduleD/TotalBookValueOtherAssetsAmt03680756
IRS990ScheduleD/TotalExpensesPerForm990Amt06010612
IRS990ScheduleD/TotalLiabilityAmt012794558
IRS990ScheduleD/TotalRevenuePerForm990Amt03959851
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03959851
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt06010612
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THROUGH THE SCHOOLS WEBSITE.
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt1PUBLIC CHARTER SCHOOL. THIS PAGE IS NOT APPLICABLE PER ADVICE FROM US TREASURY.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, LINE 3
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE E, LINE 5
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0YES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEWED AND APPROVED BY BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINACIAL STATEMENTS ARE AVAILABLE ON OWN WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SERVICES FROM DISTRICT 138,586 0 0 GENERAL ADMINISTRATION 135,637 0 0 STUDENT SUPPORT SERVICES 120,135 0 0 CENTRAL SERVICES 88,985 0 0 INSTRUCTIONAL SUPPORT SER 78,972 0 0 BUSINESS SERVICES 49,811 0 0 TOTAL 612,126 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INVESTMENT IN CAPITAL ASSETS -45,057 IMPLEMENTATION GASB NO. 75 -259,699 TOTAL -304,756
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 24E
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0188855
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0246902
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05661625
IRS990/TotalAssetsEOYAmt05280479
IRS990/TotalAssetsGrp/BOYAmt05661625
IRS990/TotalAssetsGrp/EOYAmt05280479
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt03959851
IRS990/TotalEmployeeCnt037
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02377306
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt03633306
IRS990/TotalFunctionalExpensesGrp/TotalAmt06010612
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt011505226
IRS990/TotalLiabilitiesEOYAmt013479597
IRS990/TotalLiabilitiesGrp/BOYAmt011505226
IRS990/TotalLiabilitiesGrp/EOYAmt013479597
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-5843601
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-8199118
IRS990/TotalProgramServiceExpensesAmt03633306
IRS990/TotalReportableCompFromOrgAmt0130394
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03959851
IRS990/TotalVolunteersCnt0250
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05661625
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05280479
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-6032456
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-8446020
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0HTTP://WWW.BVSD.ORG/SCHOOLS/SUMMIT
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RON WAWRZYNEK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03034999511
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUMMIT MIDDLE CHARTER SCHOOL INC
ReturnHeader/Filer/BusinessNameControlTxt0SUMM
ReturnHeader/Filer/EIN0841562333
ReturnHeader/Filer/PhoneNum03034999511
ReturnHeader/Filer/USAddress/AddressLine1Txt04655 HANOVER AVENUE
ReturnHeader/Filer/USAddress/CityNm0BOULDER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080305
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A0E7C335539D0BF5F6BE775BA49698678C10BDC4
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A0E7C335539D0BF5F6BE775BA49698678C10BDC4
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt023.24.148.93
ReturnHeader/FilingSecurityInformation/IPDt02019-01-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:06:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0831352780
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOULDER CPA GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01790 30TH STREET SUITE 418
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOULDER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080301
ReturnHeader/PreparerPersonGrp/PhoneNum03034493060
ReturnHeader/PreparerPersonGrp/PreparationDt02019-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROL BAILIFF CPA
ReturnHeader/ReturnTs02019-01-15T13:06:27-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,280,479
Liabilities
$13,479,597
Net assets
-$8,199,118
Revenue
$3,959,851
Expenses
$6,010,612
Net income
-$2,050,761
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.69$7.98$2.29$5.73$5.63$0.10
2023Detailed filing. Detailed filing data is available for this year.$4.52$6.56$2.05$5.25$4.92$0.34
2022Detailed filing. Detailed filing data is available for this year.$4.09$6.45$2.36$4.89$4.74$0.16
2021Detailed filing. Detailed filing data is available for this year.$4.57$8.59$4.02$4.42$3.97$0.45
2020Detailed filing. Detailed filing data is available for this year.$2.98$8.83$5.85$4.43$4.02$0.41
2019Detailed filing. Detailed filing data is available for this year.$4.00$11.0$7.05$4.31$3.85$0.46
2018Detailed filing. Detailed filing data is available for this year.$5.28$13.5$8.20$3.96$6.01$2.05
2017Summary only. Only limited summary data is available for this year.$5.66$11.5$5.84$3.79$5.66$1.87
2016Summary only. Only limited summary data is available for this year.$1.95$5.84$3.89$3.60$4.45$0.85
2015Summary only. Only limited summary data is available for this year.$1.93$4.98$3.04$3.46$3.62$0.16
2014Summary only. Only limited summary data is available for this year.$1.35$0.15$1.20$3.17$3.05$0.12
2013Summary only. Only limited summary data is available for this year.$1.21$0.14$1.08$3.12$2.88$0.24
2012Summary only. Only limited summary data is available for this year.$0.99$0.15$0.84$3.00$2.77$0.23
2011Summary only. Only limited summary data is available for this year.$0.76$0.15$0.61$3.43$2.81$0.62