Civic Intelligence

El Pomar Foundation

990PF • Fiscal year 2023 • EIN 84-6002373

Jan 01, 2023 to Dec 31, 2023 • Filed on Jun 14, 2024

Organization Profile

View Organization Page

10 Lake CircleColorado Springs, CO 80906

(719) 633-7733

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

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

2023 filings • $250M-$1B nonprofits • Source year 2023

Liabilities / Revenue

6th percentile

0.00x

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

2023 filings • $250M-$1B nonprofits • Source year 2023

Net Margin

16th percentile

-17%

Higher net margin than 16% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Source year 2023

Top Officer Pay

44th percentile

$511,556

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2023 filings • $250M-$1B nonprofits • Source year 2023

Asset Growth

24th percentile

-0.9%

Faster asset growth than 24% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Annualized from 2022 to 2023

Revenue Growth

28th percentile

-4.2%

Faster revenue growth than 28% of similar nonprofits.

2023 filings • $250M-$1B nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets6th percentile

Assets

Down

$446,140,929

Down $4,015,888 (-0.9%) from 2022

Net Assets

Down

$446,140,929

Down $4,015,888 (-0.9%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin16th percentile

Revenue

Down

$23,158,969

Down $1,010,307 (-4.2%) from 2022

Expenses

Up

$27,174,857

Up $721,138 (+2.7%) from 2022

Net Income

Down

-$4,015,888

Down $1,731,445 (-76%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$600M$400M$200M$0Assets 2011: $440,617,362Liabilities 2011: $18,871,1652011Assets 2012: $466,943,435Liabilities 2012: $20,619,5162012Assets 2013: $536,447,424Liabilities 2013: $17,812,3002013Assets 2014: $554,073,479Liabilities 2014: $30,323,9422014Assets 2015: $525,453,715Liabilities 2015: $22,160,2582015Assets 2019: $416,580,741Liabilities 2019: $133,8152019Assets 2020: $412,552,064Liabilities 2020: $0Net Assets 2020: $412,552,0642020Assets 2021: $452,441,260Liabilities 2021: $0Net Assets 2021: $452,441,2602021Assets 2022: $450,156,817Liabilities 2022: $0Net Assets 2022: $450,156,8172022Assets 2023: $446,140,929Liabilities 2023: $0Net Assets 2023: $446,140,9292023Assets 2024: $447,556,831Liabilities 2024: $0Net Assets 2024: $447,556,8312024

Highlighted filing

2023

Assets$446,140,929
Liabilities$0
Net Assets$446,140,929
Open 2023 Filing

Operations Trend

Revenue Growth28th percentile

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

$100M$50M$0-$50MRevenue 2011: $20,913,871Expenses 2011: $21,664,143Net Income 2011: -$750,2722011Revenue 2012: $23,070,402Expenses 2012: $23,438,019Net Income 2012: -$367,6172012Revenue 2013: $36,186,387Expenses 2013: $20,713,894Net Income 2013: $15,472,4932013Revenue 2014: $41,507,627Expenses 2014: $35,238,257Net Income 2014: $6,269,3702014Revenue 2015: $36,804,723Expenses 2015: $18,530,346Net Income 2015: $18,274,3772015Revenue 2019: $30,948,000Expenses 2019: $40,040,764Net Income 2019: -$9,092,7642019Revenue 2020: $23,829,579Expenses 2020: $27,724,441Net Income 2020: -$3,894,8622020Revenue 2021: $71,471,160Expenses 2021: $31,581,964Net Income 2021: $39,889,1962021Revenue 2022: $24,169,276Expenses 2022: $26,453,719Net Income 2022: -$2,284,4432022Revenue 2023: $23,158,969Expenses 2023: $27,174,857Net Income 2023: -$4,015,8882023Revenue 2024: $33,613,889Expenses 2024: $32,197,989Net Income 2024: $1,415,9002024

Highlighted filing

2023

Revenue$23,158,969
Expenses$27,174,857
Net Income-$4,015,888
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jun 14, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KYLE H HYBLPres & CEOFT$432,863$78,693$511,556
R THAYER TUTT JRCIO, VchairFT$407,633$66,094$473,727
MATTHEW J CARPENTERCOO, SecFT$302,440$71,567$374,007
ELAINE MARTINEZCFO, TreasFT$249,630$63,057$312,687
MAUREEN LAWRENCESVP, GencounFT$232,148$54,047$286,195
WILLIAM J HYBLChairmanFT$159,273$41,964$201,237
NICOLE MAGICVP HrFT$115,271$25,490$140,761
DAVID J PALENCHARVice ChairPT$70,125-$70,125
NECHIE HALLTrusteePT$54,000-$54,000
ANDREA ARAGONTrusteePT$47,000-$47,000
ERIK ESTRADATrusteePT$33,667-$33,667
WILLIAM R WARDTrusteePT$33,000-$33,000
MIKE EDMONDSTrusteePT$27,667-$27,667
AMY HUMBLETrusteePT$24,000-$24,000
EMILY ROBINSONTrusteePT$24,000-$24,000
JUDITH BELLTrusteePT$20,500-$20,500
COLONEL GAIL COLVINTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
El Pomar Foundation
EIN
84-6002373
Phone
7196337733
Address
10 LAKE CIRCLE, COLORADO SPRINGS, CO 80906

Signing Officer

Name
Elaine Martinez
Title
CFO, Treas
Signed
2024-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Kundinger Corder & Montoya Pc
Address
475 LINCOLN STREET SUITE 200, DENVER, CO 80203
Preparer
Maria Montoya
Phone
3035345953
Raw XML AppendixShowing 400 of 965 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt1FORVIS
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS MANAGED BY EL POMAR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1IR&M SHORT DIVERSIFIED INC.
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2FOREIGN BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt028003782
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt134453949
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt21044586
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt034935633
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt146836303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt257682105
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt350967305
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt426059196
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt514144702
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0EQUITIES MANAGED BY EL POMAR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MONARCH PARTNERS
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InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt05336535
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InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt057595
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09832083
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-4015888
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt028800
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt028800
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0177450
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0177450
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt010855359
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt017553297
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt028800
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt0280151
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt036832
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt0316983
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt02946349
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt056851
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt03003200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0511406
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt055635
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0567031
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0-1121448
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0-957414
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0183064
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01200781
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01383845
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt01915308
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt0164359
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt02079667
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt015501
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt01232
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt016733
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0320000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt024386027
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01928170
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt027174857
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt019481467
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt023158969
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt08107517
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01928170
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt010915775
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0144901
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt013418
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0158319
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt010742032
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-4015888
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0446140929
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0450156817
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0446140929
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt029692498
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt029673070
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt029692498
IRS990PF/DistributableAmountGrp/IncomeTaxAmt022572
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt029939633
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt019428
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0243991
IRS990PF/DistributableAmountGrp/TotalTaxAmt0266563
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0150930
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt036
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0394885
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0243991
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0150930
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0243991
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0243991
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0394921
IRS990PF/FMVAssetsEOYAmt0678285974
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0810222
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0353518
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0353518
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt067431942
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt063519444
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt063902302
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0255141226
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0251124107
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0394754327
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt057843
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt011459765
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt030322304
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt057843
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt057843
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt045000
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt016305255
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt018862539
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt052581857
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0450156817
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0446140929
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0295000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0295000
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0295000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt075676638
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt077214206
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0131703134
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt016902642
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt029377737
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt029377737
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0450156817
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0446140929
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0678285974
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0450156817
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0446140929
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0450156817
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0446140929
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt017536049
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt05336535
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt05273099
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0607911334
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt015894105
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0550572229
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt09118670
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt041445000
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt029939633
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0598792664
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0607911334
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt240.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt340.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt440.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt0132104
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt1120305
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt2118307
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt3114758
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt4118527
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt043743
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt151182
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt237990
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt341512
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt436822
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0JOAN SHIELDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1MICHAEL BUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm2STELLA HODGKINS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm3DAVID MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm4CONNIE RICKARD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0SVP LEADERSH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1VP OF HISTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt2SVP OUTREACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt3VP IT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt4ASST. CONTRO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt010 LAKE CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt110 LAKE CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt210 LAKE CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt310 LAKE CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt410 LAKE CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0COLORADO SPRINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1COLORADO SPRINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm2COLORADO SPRINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm3COLORADO SPRINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm4COLORADO SPRINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd2CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd3CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd4CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd080906
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd180906
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd280906
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd380906
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd480906
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0LOOMIS SAYLES & COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1MONARCH PARTNERS ASSET MANAGEMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt2NORRIS PENROSE EVENT CENTER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt3EARNEST PARTNERS LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt4CAPFINANCIAL PARTNERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0489491
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt1181011
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt2174304
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt3123869
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt4116767
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0INVESTMENT MGR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1INVESTMENT MGR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt2CATERING SVCS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt3INVESTMENT MGR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt4INVESTMENT ADV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt0PO BOX 7247-6804
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt177 SLEEPER STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt21045 LOWER GOLD CAMP ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt31180 PEACHTREE STREET NE STE 2300
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt4PO BOX 896952
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0PHILADELPHIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1BOSTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm2COLORADO SPRINGS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm3ATLANTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm4CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd0PA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1MA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd2CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd3GA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd4NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd019170
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd102110
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd280905
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/ZIPCd330309

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$446,140,929
Liabilities
$0
Net assets
$446,140,929
Revenue
$23,158,969
Expenses
$27,174,857
Net income
-$4,015,888
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$448$0.00$448$33.6$32.2$1.42
2023Detailed filing. Detailed filing data is available for this year.$446$0.00$446$23.2$27.2$4.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$450$0.00$450$24.2$26.5$2.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$452$0.00$452$71.5$31.6$39.9
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$413$0.00$413$23.8$27.7$3.89
2019Summary only. Only limited summary data is available for this year.$417$0.13$30.9$40.0$9.09
2015Summary only. Only limited summary data is available for this year.$525$22.2$36.8$18.5$18.3
2014Summary only. Only limited summary data is available for this year.$554$30.3$41.5$35.2$6.27
2013Summary only. Only limited summary data is available for this year.$536$17.8$36.2$20.7$15.5
2012Summary only. Only limited summary data is available for this year.$467$20.6$23.1$23.4$0.37
2011Summary only. Only limited summary data is available for this year.$441$18.9$20.9$21.7$0.75