Civic Intelligence

Leadership Program of the Rockies

990 • Fiscal year 2017 • EIN 84-1623324

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

1777 S Harrison StreetDenver, CO 80210

(303) 488-0018

Siviq Scores

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

Liabilities / Assets

27th percentile

0.01x

Higher debt load relative to assets than 27% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

20th percentile

0.01x

Higher debt load relative to revenue than 20% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

73rd percentile

$110,500

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 9.6% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

93rd percentile

64%

Faster asset growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

79th percentile

30%

Faster revenue growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Assets

Up

$601,444

Up $234,988 (+64%) from 2016

Net Assets

Up

$594,174

Up $227,718 (+62%) from 2016

Liabilities

Up

$7,270

Up $7,270 from 2016

Revenue

Up

$1,156,356

Up $266,085 (+30%) from 2016

Expenses

Up

$942,061

Up $87,212 (+10%) from 2016

Net Income

Up

$214,295

Up $178,873 (+505%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $239,034Liabilities 2010: $0Net Assets 2010: $239,0342010Assets 2011: $515,691Liabilities 2011: $0Net Assets 2011: $515,6912011Assets 2012: $494,890Liabilities 2012: $0Net Assets 2012: $494,8902012Assets 2013: $475,597Liabilities 2013: $0Net Assets 2013: $475,5972013Assets 2014: $582,237Liabilities 2014: $0Net Assets 2014: $582,2372014Assets 2015: $331,034Liabilities 2015: $0Net Assets 2015: $331,0342015Assets 2016: $366,456Liabilities 2016: $0Net Assets 2016: $366,4562016Assets 2017: $601,444Liabilities 2017: $7,270Net Assets 2017: $594,1742017Assets 2018: $776,497Liabilities 2018: $4,523Net Assets 2018: $771,9742018Assets 2019: $1,334,176Liabilities 2019: $5,016Net Assets 2019: $1,329,1602019Assets 2020: $1,508,669Liabilities 2020: $0Net Assets 2020: $1,508,6692020Assets 2021: $1,654,840Liabilities 2021: $0Net Assets 2021: $1,654,8402021Assets 2022: $1,495,998Liabilities 2022: $0Net Assets 2022: $1,495,9982022Assets 2023: $1,478,028Liabilities 2023: $1,323Net Assets 2023: $1,476,7052023Assets 2024: $1,434,192Liabilities 2024: $10,553Net Assets 2024: $1,423,6392024

Highlighted filing

2017

Assets$601,444
Liabilities$7,270
Net Assets$594,174

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $416,8832010Expenses 2011: $622,5632011Expenses 2012: $838,3602012Revenue 2013: $727,635Expenses 2013: $749,821Net Income 2013: -$22,1862013Revenue 2014: $908,193Expenses 2014: $801,553Net Income 2014: $106,6402014Revenue 2015: $834,177Expenses 2015: $1,085,380Net Income 2015: -$251,2032015Revenue 2016: $890,271Expenses 2016: $854,849Net Income 2016: $35,4222016Revenue 2017: $1,156,356Expenses 2017: $942,061Net Income 2017: $214,2952017Revenue 2018: $1,122,767Expenses 2018: $940,689Net Income 2018: $182,0782018Revenue 2019: $1,813,435Expenses 2019: $1,253,100Net Income 2019: $560,3352019Revenue 2020: $1,805,862Expenses 2020: $1,626,353Net Income 2020: $179,5092020Revenue 2021: $2,231,317Expenses 2021: $2,072,516Net Income 2021: $158,8012021Revenue 2022: $1,762,180Expenses 2022: $1,909,285Net Income 2022: -$147,1052022Revenue 2023: $1,866,349Expenses 2023: $1,891,625Net Income 2023: -$25,2762023Revenue 2024: $1,793,415Expenses 2024: $1,847,270Net Income 2024: -$53,8552024

Highlighted filing

2017

Revenue$1,156,356
Expenses$942,061
Net Income$214,295
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.2
Gross Receipts
$1,156,356
Mission and Program Overview

Mission

See Attachment 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$365,399$600,387▲ $234,988
Rtn Earn Endowment Incm Other Fnds$366,456$594,174▲ $227,718
Land, Buildings, and Equipment, Net$1,057$1,057→ $0
Total Assets$366,456$601,444▲ $234,988
Liabilities
Unsecured Notes Loans Payable-$7,270-
Total Liabilities$0$7,270▲ $7,270
Net Assets / Fund Balance
Total Net Assets Fund Balance$366,456$594,174▲ $227,718
Total Liabilities and Net Assets / Fund Balance$366,456$601,444▲ $234,988

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,057-$1,057
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Shari WilliamsPresidentPT$110,500$110,500

Board Members and Trustees

NameTitle
Bob SchafferChairman
Alex CranbergBoard Member
Brian WatsonBoard Member
Charcie RussellBoard Member
Cheri CarstenBoard Member
Don GriffinBoard Member
Heidi GanahlBoard Member
Helen KriebleBoard Member
Jay ClearyBoard Member
Jeannie ReeserBoard Member
John HarpoleBoard Member
Mark HillmanBoard Member
Michael WilliamsBoard Member
William WoodBoard Member
Brian LewisBoard Member/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$550,850
Program Service Revenue
$605,506
Investment Income
$0
Other Revenue
$0
All Other Contributions
$544,553
Change in Net Assets
$214,295
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$811,561
Salaries, Compensation, and Employee Benefits$110,500
Professional Fundraising Fees$20,000
Total Fundraising Expense$20,000
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$335,525$14,654$0$350,179
Fees for Services Management$316,633$8,000$0$324,633
Current Officers, Directors, Trustees, and Key Employees$85,000$25,500$0$110,500
Travel$29,731$2,429$0$32,160
Fees for Services Accounting$24,000$0$0$24,000
Information Technology$22,897$0$0$22,897
Fees for Services Professional Fundraising--$20,000$20,000
Office Expenses$12,871$2,436$0$15,307
Occupancy$15,197$0$0$15,197
Other Expenses$12,348$121$0$12,469
Advertising$11,782$140$0$11,922
Insurance$2,122$20$0$2,142
Fees for Services Legal$655$0$0$655
Total Functional Expenses$868,761$53,300$20,000$942,061
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$20,000
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Shari WilliamsPresidentManagement ServicesNo$200,409
Bob FeeseConsultantCurriculm DevelopmentNo$47,204
Michael WilliamsDirectorProgram ServicesNo$5,690
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
Yes
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Leadership Program of the Rockies
EIN
84-1623324
Phone
3034880018
Address
1777 S Harrison Street, Denver, CO 80210

Signing Officer

Name
Shari Williams
Title
President
Phone
3034880018
Signed
2018-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shari Williams
Formed
2003
Legal Domicile
Co
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
20

Preparer

Firm
SWS Inc
Address
7000 Hawaii Kai Dr Apt 2908, Honolulu, HI 96825
Preparer
Brian C Lewis CPA
Phone
7202273357
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

Michael Williams is the brother of Shari Williams

Pt VI, Line 11B

990 is reviewed and approved by the President

Pt VI, Line 15A

Compensation is approved by the Compensation Committee composed of certain members from the Board of Directors

Pt VI, Line 15B

Compensation is approved by the Compensation Committee composed of certain members from the Board of Directors

Pt VI, Line 2

Bob Feese is the husband to Shari Williams and provides curriculm development services

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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SHARI WILLIAMS
IRS990/PriorPeriodAdjustmentsAmt013423
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611660
IRS990/ProgramServiceRevenueGrp/BusinessCd1611660
IRS990/ProgramServiceRevenueGrp/BusinessCd2611660
IRS990/ProgramServiceRevenueGrp/Desc0Core Program
IRS990/ProgramServiceRevenueGrp/Desc1Core Plus
IRS990/ProgramServiceRevenueGrp/Desc2Annual Retreat
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0243342
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt116015
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2346149
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0356859
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0747450
IRS990/PYProgramServiceRevenueAmt0533412
IRS990/PYRevenuesLessExpensesAmt035422
IRS990/PYSalariesCompEmpBnftPaidAmt0101500
IRS990/PYTotalExpensesAmt0854849
IRS990/PYTotalProfFndrsngExpnsAmt05899
IRS990/PYTotalRevenueAmt0890271
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0214295
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0605506
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0366456
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0594174
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0702400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0523385
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0370657
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0460150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0330325
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02386917
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0453957
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0366886
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0463520
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0448049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0397310
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02129722
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt04516639
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01156357
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0890271
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0834177
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0908199
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0727635
IRS990ScheduleA/Total509Grp/TotalAmt04516639
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04516639
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01057
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01057
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01057
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0SHARI WILLIAMS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1MICHAEL WILLIAMS
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2BOB FEESE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0President
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1Director
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2Consultant
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt0200409
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt15690
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt247204
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0Management Services
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1Program Services
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2Curriculm Development
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0SHARI WILLIAMS CONSULTING PROVIDES EXECUTIVE AND ADMINISTRATIVE SERVICES FOR LPR. SHARI WILLIAMS IS THE PRESIDENT OF SHARI WILLIAMS CONSULTING, PROVIDESEXECUTIVE MANAGEMENT FOR LPR AND MANAGES THE STAFF THAT PROVIDES SERVICES TO LPR. SHARI DOES NOT RECEIVE ANY COMPENSATION FOR HER SERVICE ON THE BOARD.
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt1MICHAEL WILLIAMS DIRECTS THE DEFENDERS OF CAPITALISMSEGMENT WITHIN LPR AND PROVIDES TRAINING, MENTORINGAND AWARDS TO LPR PARTICIPANTS. IN ADDITION, MICHAELPROVIDES CURRICULM DEVELOPMENT SERVICES FOR LPR.MICHAEL DOES NOT RECEIVE COMPENSATION FOR HISSERVICES AS A DIRECTOR FOR LPR.
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt2BOB FEESE HAS PROVIDED SERVICES TO PRODUCE IMPROVEDAND NEW CURRICULM MATERIALS & MODULES FOR FACILITATORTRAINING, OUTREACH PROGRAMS, THE DEFENDERS OFCONSTITUTION AND THE DEFENDERS OF CAPITALIZM TOOLS.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV(1)
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc1Part IV(2)
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc2Part IV(3)
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Michael Williams is the brother of Shari Williams
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1990 is reviewed and approved by the President
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation is approved by the Compensation Committee composed of certain members from the Board of Directors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Compensation is approved by the Compensation Committee composed of certain members from the Board of Directors
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Bob Feese is the husband to Shari Williams and provides curriculm development services
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 2
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CO
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0366456
IRS990/TotalAssetsEOYAmt0601444
IRS990/TotalAssetsGrp/BOYAmt0366456
IRS990/TotalAssetsGrp/EOYAmt0601444
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0550850
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt020000
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt053300
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0868761
IRS990/TotalFunctionalExpensesGrp/TotalAmt0942061
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt07270
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt07270
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0366456
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0594174
IRS990/TotalProgramServiceExpensesAmt0868761
IRS990/TotalProgramServiceRevenueAmt0605506
IRS990/TotalReportableCompFromOrgAmt0110500
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0605506
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01156356
IRS990/TotalVolunteersCnt020

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.01$1.42$1.79$1.85$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$1.87$1.89$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.00$1.50$1.76$1.91$0.15
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.65$0.00$1.65$2.23$2.07$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.51$0.00$1.51$1.81$1.63$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.33$0.01$1.33$1.81$1.25$0.56
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.77$1.12$0.94$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.01$0.59$1.16$0.94$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.89$0.85$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$0.83$1.09$0.25
2014Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.91$0.80$0.11
2013Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.73$0.75$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$0.84
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.00$0.52$0.62
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.42