Civic Intelligence

Leadership Program of the Rockies

990 • Fiscal year 2018 • EIN 84-1623324

Jan 01, 2018 to Dec 31, 2018 • Filed on May 03, 2019

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

23rd percentile

0.01x

Higher debt load relative to assets than 23% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

74th percentile

16%

Higher net margin than 74% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

73rd percentile

$111,000

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 9.9% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

86th percentile

29%

Faster asset growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

32nd percentile

-2.9%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$776,497

Up $175,053 (+29%) from 2017

Net Assets

Up

$771,974

Up $177,800 (+30%) from 2017

Liabilities

Down

$4,523

Down $2,747 (-38%) from 2017

Revenue

Down

$1,122,767

Down $33,589 (-2.9%) from 2017

Expenses

Down

$940,689

Down $1,372 (-0.1%) from 2017

Net Income

Down

$182,078

Down $32,217 (-15%) from 2017

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

2018

Assets$776,497
Liabilities$4,523
Net Assets$771,974

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

2018

Revenue$1,122,767
Expenses$940,689
Net Income$182,078
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 3, 2019
Return Version
2018v3.1
Gross Receipts
$1,122,767
Mission and Program Overview

Mission

See Attachment 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$600,387$775,440▲ $175,053
Rtn Earn Endowment Incm Other Fnds$594,174$771,974▲ $177,800
Land, Buildings, and Equipment, Net$1,057$1,057→ $0
Accounts Receivable$0$0→ $0
Total Assets$601,444$776,497▲ $175,053
Liabilities
Accounts Payable and Accrued Expenses$7,270$4,523▼ $2,747
Total Liabilities$7,270$4,523▼ $2,747
Net Assets / Fund Balance
Total Net Assets Fund Balance$594,174$771,974▲ $177,800
Total Liabilities and Net Assets / Fund Balance$601,444$776,497▲ $175,053

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,057$0-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Shari WilliamsPresidentPT$111,000$111,000
Michael WilliamsBoard Member-$5,000$5,000

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
William WoodBoard Member
Brian LewisBoard Member/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$479,007
Program Service Revenue
$643,760
Investment Income
$0
Other Revenue
$0
All Other Contributions
$479,007
Change in Net Assets
$182,078
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$819,022
Salaries, Compensation, and Employee Benefits$111,000
Professional Fundraising Fees$10,667
Total Fundraising Expense$10,667
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$411,630$12,129$0$423,759
Fees for Services Management$249,555$33,100$0$282,655
Current Officers, Directors, Trustees, and Key Employees$111,000$0$0$111,000
Fees for Services Accounting$0$20,500$0$20,500
Information Technology$0$19,270$0$19,270
Occupancy$0$17,609$0$17,609
All Other Expenses$0$15,315$0$15,315
Advertising$0$14,205$0$14,205
Fees for Services Professional Fundraising--$10,667$10,667
Office Expenses$0$10,520$0$10,520
Fees for Services Other$0$8,365$0$8,365
Travel$0$4,839$0$4,839
Fees for Services Legal$0$1,906$0$1,906
Interest$0$79$0$79
Total Functional Expenses$772,185$157,837$10,667$940,689
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$10,667
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$111,000
Bob FeeseConsultantCurriculm DevelopmentNo$39,600
Michael WilliamsDirectorProgram ServicesNo$5,000
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
2019-05-03
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
322 Puuikena Dr, Honolulu, HI 96821
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/OfficeExpensesGrp/ManagementAndGeneralAmt010520
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt010520
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Shari Williams
IRS990/PriorPeriodAdjustmentsAmt0-4278
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611660
IRS990/ProgramServiceRevenueGrp/BusinessCd1611660
IRS990/ProgramServiceRevenueGrp/BusinessCd2611660
IRS990/ProgramServiceRevenueGrp/Desc0Core Program
IRS990/ProgramServiceRevenueGrp/Desc1Charter Oak
IRS990/ProgramServiceRevenueGrp/Desc2Annual Retreat
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0233578
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1100000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2308398
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0550850
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0811561
IRS990/PYProgramServiceRevenueAmt0605506
IRS990/PYRevenuesLessExpensesAmt0214295
IRS990/PYSalariesCompEmpBnftPaidAmt0110500
IRS990/PYTotalExpensesAmt0942061
IRS990/PYTotalProfFndrsngExpnsAmt020000
IRS990/PYTotalRevenueAmt01156356
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0182078
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0643760
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0594174
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0771974
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0479007
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0702400
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0523385
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0370657
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0460150
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt02535599
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0643760
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0453957
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0366886
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0463520
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0448049
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02376172
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt04911771
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt01122767
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01156357
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0890271
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0834177
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0908199
IRS990ScheduleA/Total509Grp/TotalAmt04911771
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt04911771
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01057
IRS990ScheduleD/EquipmentGrp/DepreciationAmt00
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt01057
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/TransactionAmt0111000

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
2018Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.77$1.12$0.94$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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