Civic Intelligence

Serimus Operating Foundation

990PF • Fiscal year 2010 • EIN 84-1603231

Jan 01, 2010 to Dec 31, 2010 • Filed on Oct 24, 2011

201 Linden Street80524
Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

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

2010 filings • <$500k nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

99th percentile

$40,000

Higher top officer pay than 99% of similar nonprofits.

2010 filings • <$500k nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$50,973

No earlier filing loaded for comparison.

Net Assets

$50,973

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$194,539

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100K$50K$0-$50KAssets 2010: $50,973Liabilities 2010: $0Net Assets 2010: $50,9732010Assets 2011: $42,695Liabilities 2011: $213Net Assets 2011: $42,4822011Assets 2012: $253Liabilities 2012: $245Net Assets 2012: $82012Assets 2013: $65,393Liabilities 2013: $260Net Assets 2013: $65,1332013Assets 2014: $48,236Liabilities 2014: $0Net Assets 2014: $48,2362014Assets 2015: $31,995Liabilities 2015: $21,419Net Assets 2015: $10,5762015Assets 2016: $23,616Liabilities 2016: $13,909Net Assets 2016: $9,7072016Assets 2017: $76,345Liabilities 2017: -$14,033Net Assets 2017: $90,3782017Assets 2018: $64,050Liabilities 2018: $17,938Net Assets 2018: $46,1122018Assets 2019: $39,991Liabilities 2019: -$18,286Net Assets 2019: $58,2772019Assets 2020: $28,500Liabilities 2020: -$11,915Net Assets 2020: $40,4152020Assets 2021: $17,724Liabilities 2021: $1,349Net Assets 2021: $16,3752021Assets 2022: $18,077Liabilities 2022: $0Net Assets 2022: $18,0772022Assets 2023: $17,095Liabilities 2023: $5,423Net Assets 2023: $11,6722023Assets 2024: $19,026Liabilities 2024: $0Net Assets 2024: $19,0262024

Highlighted filing

2010

Assets$50,973
Liabilities$0
Net Assets$50,973

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $194,5392010Expenses 2011: $215,8142011Expenses 2012: $230,8382012Revenue 2013: $307,308Expenses 2013: $242,183Net Income 2013: $65,1252013Revenue 2014: $224,670Expenses 2014: $241,567Net Income 2014: -$16,8972014Revenue 2015: $253,990Expenses 2015: $291,650Net Income 2015: -$37,6602015Revenue 2016: $273,923Expenses 2016: $274,792Net Income 2016: -$8692016Revenue 2017: $371,972Expenses 2017: $291,301Net Income 2017: $80,6712017Revenue 2018: $188,210Expenses 2018: $232,471Net Income 2018: -$44,2612018Revenue 2019: $276,566Expenses 2019: $264,400Net Income 2019: $12,1662019Revenue 2020: $231,095Expenses 2020: $248,955Net Income 2020: -$17,8602020Revenue 2021: $243,858Expenses 2021: $267,898Net Income 2021: -$24,0402021Revenue 2022: $275,951Expenses 2022: $274,249Net Income 2022: $1,7022022Revenue 2023: $249,210Expenses 2023: $255,615Net Income 2023: -$6,4052023Revenue 2024: $264,078Expenses 2024: $256,724Net Income 2024: $7,3542024

Highlighted filing

2010

Revenue-
Expenses$194,539
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
Oct 24, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kirsten BumpSecretaryPT$40,000-$40,000
David E SchatzDirector-$0--
Adrienne E SchatzDirector-$0--
Douglas S SchatzVice President-$0--
Jill E SchatzPresident-$0--
Filing and Contact Details

Filer

EIN
84-1603231
Raw XML Appendix339 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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DepreciationSchedule/Depreciation/DescriptionOfProperty0Computer
DepreciationSchedule/Depreciation/PriorYearsDepreciation02031
DepreciationSchedule/Depreciation/Rate00.1368
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount04
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment036
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IRS990PF/ExemptPF0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances038204
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities00
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0580
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets0441
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn01903
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets038065
IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0Kirsten Bump
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1David E Schatz
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2Adrienne E Schatz
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3Douglas S Schatz
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4Jill E Schatz
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Secretary
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2Director
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title3Vice President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title4President
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10201 Linden Street
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11927 Crescent H Road
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine12421 Laporte
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine13927 E Cresent H Road
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine14927 E Cresent H Rd
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Fort Collins
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City3Wilson
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IRS990PF/PrivateOperatingFoundations/DateOfRuling02003-07-02
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/CurrentYear04
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Total0688
IRS990PF/PrivateOperatingFoundations/LessorAdjNetIncmMinInvstReturn/Year20125
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear103.24304
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IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10Kirsten Bump
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber09702243214
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10201 Linden Street
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0Fort Collins
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CO
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IRS990PF/StatementsRegardingActivities/ForeignBank0false
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IRS990PF/StatementsRegardingActivities/Form990TFiled0false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0true
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0true
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0CO
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
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IRS990PF/SummaryOfDirectCharitableActy/Description10Amadeus: Provide economically disadvantaged children the opportunity to study music and piano privately as well as providing access to instruments. This program reached approximately 170 children and youth in 2010.
IRS990PF/SummaryOfDirectCharitableActy/Description20Early Music: Early music and rhythm development is offered to children from birth to 5 years. Approximately 690 children participated in 2010.
IRS990PF/SummaryOfDirectCharitableActy/Description30Boundless: Provide lessons of any kind to children whose families cannot afford the expense. Approximately 60-70 children served in 2010.
IRS990PF/SummaryOfDirectCharitableActy/Expenses109914
IRS990PF/SummaryOfDirectCharitableActy/Expenses207033
IRS990PF/SummaryOfDirectCharitableActy/Expenses302169
IRS990PF/SupplementaryInformation/ContributingManager0Douglas S Schatz
IRS990PF/SupplementaryInformation/ContributingManager1Jill E Schatz
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990ScheduleB/ContributorInfo/AggregateContributions08250
IRS990ScheduleB/ContributorInfo/AggregateContributions118514
IRS990ScheduleB/ContributorInfo/AggregateContributions266500
IRS990ScheduleB/ContributorInfo/AggregateContributions3175000
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine102407 LaPorte Avenue
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine11262 E Mountain
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine124745 Wheaton Drive
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine13201 Linden Street
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0Fort Collins
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City1Fort Collins
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City2Fort Collins
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City3Fort Collins
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0CO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State1CO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State2CO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State3CO
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode080521
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode180524
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode280525
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode380524
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual0Poudre School District
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual1Bohemian Foundation
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual2Schatz Family Fund - N CO Comm Fnd
IRS990ScheduleB/ContributorInfo/ContributorNameIndividual3Serimus Foundation
IRS990ScheduleB/ContributorInfo/ContributorNumber04
IRS990ScheduleB/ContributorInfo/ContributorNumber13
IRS990ScheduleB/ContributorInfo/ContributorNumber22
IRS990ScheduleB/ContributorInfo/ContributorNumber31
IRS990ScheduleB/ContributorInfo/PersonContributionType0X
IRS990ScheduleB/ContributorInfo/PersonContributionType1X
IRS990ScheduleB/ContributorInfo/PersonContributionType2X
IRS990ScheduleB/ContributorInfo/PersonContributionType3X
IRS990ScheduleB/GeneralRule0X
IRS990ScheduleB/Organization501c3ExemptPF0X
LandEtcSchedule2/LandEtc/AccumulatedDepreciation02453
LandEtcSchedule2/LandEtc/BookValue0635
LandEtcSchedule2/LandEtc/CategoryOrItem0Machinery and Equipment
LandEtcSchedule2/LandEtc/CostOrOtherBasis03088
LandEtcSchedule2/LandEtc/EOYFMV0635
OtherExpensesSchedule/OtherExpenses/Description0Musikgarten/Early Music
OtherExpensesSchedule/OtherExpenses/Description1Grant Making Expense
OtherExpensesSchedule/OtherExpenses/Description2Boundless
OtherExpensesSchedule/OtherExpenses/Description3Amadeus
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps07033
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps12169
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps29914
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks056661
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1109
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks217472
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks379875
SubstantialContributorsSch/SubstantialContributor/PersonName0Schatz Family Fund - N CO Comm Fnd
SubstantialContributorsSch/SubstantialContributor/PersonName1Serimus Foundation
SubstantialContributorsSch/SubstantialContributor/PersonName2Bohemian Foundation
SubstantialContributorsSch/SubstantialContributor/PersonName3Poudre School District
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine104745 Wheaton Drive
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine11201 Linden Street
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine12262 East Mountain Avenue
SubstantialContributorsSch/SubstantialContributor/USAddress/AddressLine132407 Laporte Avenue
SubstantialContributorsSch/SubstantialContributor/USAddress/City0Fort Collins
SubstantialContributorsSch/SubstantialContributor/USAddress/City1Fort Collins
SubstantialContributorsSch/SubstantialContributor/USAddress/City2Fort Collins
SubstantialContributorsSch/SubstantialContributor/USAddress/City3Fort Collins
SubstantialContributorsSch/SubstantialContributor/USAddress/State0CO
SubstantialContributorsSch/SubstantialContributor/USAddress/State1CO
SubstantialContributorsSch/SubstantialContributor/USAddress/State2CO
SubstantialContributorsSch/SubstantialContributor/USAddress/State3CO
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode080525
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode180524
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode280524
SubstantialContributorsSch/SubstantialContributor/USAddress/ZIPCode380524
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0841603231
ReturnHeader/Filer/Name/BusinessNameLine10Serimus Operating Foundation
ReturnHeader/Filer/NameControl0SERI
ReturnHeader/Filer/Phone09702243214
ReturnHeader/Filer/USAddress/AddressLine10201 Linden Street
ReturnHeader/Filer/USAddress/City0Fort Collins
ReturnHeader/Filer/USAddress/State0CO
ReturnHeader/Filer/USAddress/ZIPCode080524
ReturnHeader/Officer/DateSigned02011-10-24
ReturnHeader/Officer/Name0Jill E Schatz
ReturnHeader/Officer/Title0President
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DUNN HENRITZE & DIEHL LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10148 REMINGTON ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0FORT COLLINS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0805242834
ReturnHeader/Preparer/Name0Barbie Thelen
ReturnHeader/Preparer/Phone09703724163
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02010-01-01
ReturnHeader/TaxPeriodEndDate02010-12-31
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-10-24T14:09:17-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$2.64$2.57$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.17$0.05$0.12$2.49$2.56$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.18$0.00$0.18$2.76$2.74$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.18$0.01$0.16$2.44$2.68$0.24
2020Detailed filing. Detailed filing data is available for this year.$0.29$0.12$0.40$2.31$2.49$0.18
2019Detailed filing. Detailed filing data is available for this year.$0.40$0.18$0.58$2.77$2.64$0.12
2018Detailed filing. Detailed filing data is available for this year.$0.64$0.18$0.46$1.88$2.32$0.44
2017Detailed filing. Detailed filing data is available for this year.$0.76$0.14$0.90$3.72$2.91$0.81
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.14$0.10$2.74$2.75$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.32$0.21$0.11$2.54$2.92$0.38
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$2.25$2.42$0.17
2013Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$3.07$2.42$0.65
2012Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.31
2011Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.42$2.16
2010Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$1.95