Civic Intelligence

Bonfils-Stanton Foundation

990PF • Fiscal year 2020 • EIN 84-6029014

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 21, 2020

Organization Profile

View Organization Page

1033 Santa Fe DriveDenver, CO 80204

(303) 825-3774

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

20th percentile

0.03x

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

2020 filings • $50M-$100M nonprofits • Source year 2020

Net Margin

38th percentile

0.8%

Higher net margin than 38% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

57th percentile

$312,329

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2020 filings • $50M-$100M nonprofits • Source year 2020

Asset Growth

27th percentile

0.1%

Faster asset growth than 27% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

71st percentile

10%

Faster revenue growth than 71% of similar nonprofits.

2020 filings • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$69,743,457

Up $62,021 (+0.1%) from 2019

Net Assets

$69,601,795

No earlier filing loaded for comparison.

Liabilities

Up

$141,662

Up $21,882 (+18%) from 2019

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin38th percentile

Revenue

Up

$5,337,321

Up $489,083 (+10%) from 2019

Expenses

Up

$5,297,182

Up $1,631,719 (+45%) from 2019

Net Income

Down

$40,139

Down $1,142,636 (-97%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$80M$60M$40M$20M$0Assets 2012: $63,432,287Liabilities 2012: $158,2892012Assets 2013: $61,541,148Liabilities 2013: $195,995Net Assets 2013: $61,345,1532013Assets 2014: $60,920,618Liabilities 2014: $02014Assets 2015: $61,037,137Liabilities 2015: $16,7792015Assets 2016: $58,639,547Liabilities 2016: $52,5132016Assets 2019: $69,681,436Liabilities 2019: $119,7802019Assets 2020: $69,743,457Liabilities 2020: $141,662Net Assets 2020: $69,601,7952020Assets 2021: $69,328,946Liabilities 2021: $186,100Net Assets 2021: $69,142,8462021Assets 2022: $76,359,848Liabilities 2022: $160,514Net Assets 2022: $76,199,3342022Assets 2023: $72,417,964Liabilities 2023: $206,781Net Assets 2023: $72,211,1832023Assets 2024: $70,169,649Liabilities 2024: $248,884Net Assets 2024: $69,920,7652024Assets 2025: $68,422,266Liabilities 2025: $273,685Net Assets 2025: $68,148,5812025

Highlighted filing

2020

Assets$69,743,457
Liabilities$141,662
Net Assets$69,601,795
Open 2020 Filing

Operations Trend

Revenue Growth71st percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2012: $4,070,905Expenses 2012: $3,186,281Net Income 2012: $884,6242012Expenses 2013: $4,367,5192013Revenue 2014: $2,969,106Expenses 2014: $3,393,641Net Income 2014: -$424,5352014Revenue 2015: $3,921,170Expenses 2015: $3,821,430Net Income 2015: $99,7402015Revenue 2016: $1,592,239Expenses 2016: $4,025,563Net Income 2016: -$2,433,3242016Revenue 2019: $4,848,238Expenses 2019: $3,665,463Net Income 2019: $1,182,7752019Revenue 2020: $5,337,321Expenses 2020: $5,297,182Net Income 2020: $40,1392020Revenue 2021: $5,056,145Expenses 2021: $5,515,094Net Income 2021: -$458,9492021Revenue 2022: $12,197,449Expenses 2022: $5,140,961Net Income 2022: $7,056,4882022Revenue 2023: $1,322,333Expenses 2023: $5,310,484Net Income 2023: -$3,988,1512023Revenue 2024: $3,758,141Expenses 2024: $6,048,559Net Income 2024: -$2,290,4182024Revenue 2025: $5,482,841Expenses 2025: $7,255,025Net Income 2025: -$1,772,1842025

Highlighted filing

2020

Revenue$5,337,321
Expenses$5,297,182
Net Income$40,139
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 21, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary SteuerCEO/PresidentFT$249,357$62,972$312,329
Ann HovlandCFO/Treasurer/SecretaryPT$103,080$21,108$124,188
Harold R Logan JrChairman-$1,000-$1,000
Elaine D TorresTrustee-$1,000-$1,000
Melissa CheongTrustee-$1,000-$1,000
Kent A RiceTrustee-$1,000-$1,000
Deborah JordyTrustee-$750-$750
Nita Mosby Tyler PhDTrustee-$750-$750
Mike YankovichTrustee-$750-$750
Maruca SalazarTrustee-$250-$250
Elaine MarinerTrustee-$0--
Michael E BockTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Bonfils-Stanton Foundation
EIN
84-6029014
Phone
3038253774
Address
1033 Santa Fe Drive, Denver, CO 80204

Signing Officer

Name
Ann Hovland
Title
Chief Financial Officer/Treasurer
Phone
3038253774
Signed
2020-10-21
Discuss with paid preparer
Yes

Preparer

Firm
Kundinger Corder & Engle PC
Address
475 Lincoln Street Suite 200, Denver, CO 80203
Preparer
Laurie Anderson
Phone
3035345953
Raw XML AppendixShowing 400 of 2,318 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-118506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-22201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-267032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt62526191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7460576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt83000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt9141186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt10-102324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1141220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1255121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1358516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt14124586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15102547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16-17332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0312361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1198827
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2596501
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-118506
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-22201
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-267032
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt62526191
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7460576
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt83000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt9141186
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-102324
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1141220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1255121
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1358516
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14124586
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15102547
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt16-17332
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd9P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd10P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd11P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd12P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd13P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd14P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd15P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd16P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Davidson Kempner
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Incline Global
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2Indus Asia
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Longleaf
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4Pimco
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5Sanderson
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6Vanguard Dividend Growth Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Wellington Trust Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Edgewood Growth Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9Farallon
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10GQG Partners Emerging Markets Equity Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11Highclere
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12Legg Mason
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13Lexington Middle Market Investors III
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14Newport Asia
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15Och Ziff Overseas Fund
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16Less UBTI gain reported on 990T
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04093237
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt040139
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt069601795
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt069561656
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt069601795
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt03979276
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03977887
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt03979276
IRS990PF/DistributableAmountGrp/IncomeTaxAmt0256
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt04030024
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt01389
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt051881
IRS990PF/DistributableAmountGrp/TotalTaxAmt052137
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0894
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt052775
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt051881
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0894
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt051881
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt051881
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt052775
IRS990PF/FMVAssetsEOYAmt082660886
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt03453
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0200
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0293
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0293
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt04628018
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05076874
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05381081
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt018982165
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt019466255
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt025778496
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0630492
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt01439872
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0601246
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0809380
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0809380
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0138067
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0182338
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0182338
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt043563366
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt042285978
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt048586959
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0116327
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0141662
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblAmt01000000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblBOYAmt01000000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt01000000
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYFMVAmt01000000
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt069561656
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt069601795
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0768374
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0922339
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0922339
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt069681436
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt069743457
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt082660886
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0119780
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0141662
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt069681436
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt069743457
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt069561656
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt069601795
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt081827892
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt01027520
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt080800372
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01227418
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt04030024
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt080600474
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt081827892
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt024.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/AverageHrsPerWkDevotedToPosRt140.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt081142
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/CompensationAmt178927
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt017411
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/EmployeeBenefitsAmt117899
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0Gina Ferrari
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm1Monique M Loseke
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0Director, Grants Pro
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt1Executive Assistant
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt01033 Santa Fe Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt11033 Santa Fe Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0Denver
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm1Denver
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd1CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd080204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/ZIPCd180204
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0Monticello Associates
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt075000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt0Asset Management
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt01800 Larimer Street Suite 2100

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$69,743,457
Liabilities
$141,662
Net assets
$69,601,795
Revenue
$5,337,321
Expenses
$5,297,182
Net income
$40,139
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$68.4$0.27$68.1$5.48$7.26$1.77
2024Detailed filing. Detailed filing data is available for this year.$70.2$0.25$69.9$3.76$6.05$2.29
2023Detailed filing. Detailed filing data is available for this year.$72.4$0.21$72.2$1.32$5.31$3.99
2022Detailed filing. Detailed filing data is available for this year.$76.4$0.16$76.2$12.2$5.14$7.06
2021Detailed filing. Detailed filing data is available for this year.$69.3$0.19$69.1$5.06$5.52$0.46
2020Detailed filing. Detailed filing data is available for this year.$69.7$0.14$69.6$5.34$5.30$0.04
2019Summary only. Only limited summary data is available for this year.$69.7$0.12$4.85$3.67$1.18
2016Summary only. Only limited summary data is available for this year.$58.6$0.05$1.59$4.03$2.43
2015Summary only. Only limited summary data is available for this year.$61.0$0.02$3.92$3.82$0.10
2014Summary only. Only limited summary data is available for this year.$60.9$0.00$2.97$3.39$0.42
2013Detailed filing. Detailed filing data is available for this year.$61.5$0.20$61.3$4.37
2012Summary only. Only limited summary data is available for this year.$63.4$0.16$4.07$3.19$0.88