Civic Intelligence

Justine & Leslie Bailey Charitable Trust

990PF • Fiscal year 2019 • EIN 84-6289135

Sep 01, 2018 to Aug 31, 2019 • Filed on May 05, 2020

Organization Profile
PO Box 1150Grand Junction, CO 81502-1150

(970) 245-5627

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

14th percentile

-33%

Higher net margin than 14% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

52nd percentile

$27,120

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

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

Source year 2019

Revenue Growth

Score unavailable

No value available

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

Source year 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,872,200

Down $209,945 (-10%) from 2015

Net Assets

$1,872,200

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin14th percentile

Revenue

Up

$150,513

Up $22,333 (+17%) from 2015

Expenses

Up

$199,875

Up $10,304 (+5.4%) from 2015

Net Income

Up

-$49,362

Up $12,029 (+20%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,294,423Liabilities 2011: $02011Assets 2012: $2,204,573Liabilities 2012: $02012Assets 2013: $2,202,805Liabilities 2013: $02013Assets 2014: $2,141,463Liabilities 2014: $02014Assets 2015: $2,082,145Liabilities 2015: $02015Assets 2019: $1,872,200Liabilities 2019: $0Net Assets 2019: $1,872,2002019Assets 2020: $2,204,509Liabilities 2020: $0Net Assets 2020: $2,204,5092020Assets 2021: $2,504,956Liabilities 2021: $0Net Assets 2021: $2,504,9562021Assets 2022: $2,693,912Liabilities 2022: $0Net Assets 2022: $2,693,9122022Assets 2023: $2,893,033Liabilities 2023: $0Net Assets 2023: $2,893,0332023Assets 2024: $2,887,493Liabilities 2024: $0Net Assets 2024: $2,887,4932024Assets 2025: $3,126,251Liabilities 2025: $0Net Assets 2025: $3,126,2512025

Highlighted filing

2019

Assets$1,872,200
Liabilities$0
Net Assets$1,872,200
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$600K$400K$200K$0-$200KRevenue 2011: $66,931Expenses 2011: $162,511Net Income 2011: -$95,5802011Revenue 2012: $85,326Expenses 2012: $171,595Net Income 2012: -$86,2692012Revenue 2013: $161,165Expenses 2013: $169,639Net Income 2013: -$8,4742013Revenue 2014: $118,859Expenses 2014: $181,338Net Income 2014: -$62,4792014Revenue 2015: $128,180Expenses 2015: $189,571Net Income 2015: -$61,3912015Revenue 2019: $150,513Expenses 2019: $199,875Net Income 2019: -$49,3622019Revenue 2020: $525,653Expenses 2020: $193,344Net Income 2020: $332,3092020Revenue 2021: $511,719Expenses 2021: $211,272Net Income 2021: $300,4472021Revenue 2022: $410,016Expenses 2022: $221,060Net Income 2022: $188,9562022Revenue 2023: $410,300Expenses 2023: $211,179Net Income 2023: $199,1212023Revenue 2024: $187,086Expenses 2024: $192,626Net Income 2024: -$5,5402024Revenue 2025: $434,111Expenses 2025: $195,353Net Income 2025: $238,7582025

Highlighted filing

2019

Revenue$150,513
Expenses$199,875
Net Income-$49,362
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
May 5, 2020
Return Version
2018v3.3
Compensation and Service Providers
Top Officer Pay52nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BOK FinancialTrustee-$27,120-$27,120
ALPINE BANK WEALTH MANAGEMENTTrustee-$5,679-$5,679
Filing and Contact Details

Filer

Filer Name
Justine & Leslie Bailey Charitable Trust
EIN
84-6289135
Phone
9702455627
Address
PO BOX 1150, GRAND JUNCTION, CO 81502-1150

Signing Officer

Name
Alpine Bank Wealth Management
Title
President
Signed
2020-05-05
Discuss with paid preparer
No

Preparer

Firm
Alpine Bank
Address
PO BOX 1150, GRAND JUNCTION, CO 81502-1150
Preparer
Daniel Vogel
Phone
9702455627
Raw XML Appendix357 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Menominee County Historical Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2National Park Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3World Wildlife Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4The Nature Conservancy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Rocky Mountain Conservancy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6American Red Cross
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7University of Colo Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02885 Sanford Ave SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 151
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21110 Vermont Ave NW STE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31250 24th Street NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt44245 North Fairfax Dr STE 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO Box 3100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6431 18th Street NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7Campus Box 347
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Grandville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Menominee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Arlington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Estes Park
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Washington
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Boulder
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MI
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd149858
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd220005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320037
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd422203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd580517
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd620006
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd780309
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0162054
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0155355
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0155355
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06554
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09050
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt025236
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt011938
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07470
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07470
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt068427
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015649
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06554
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09050
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt025236
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt011938
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0171004
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015649
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt075897
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt060248
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt024
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Oil and Gas Mineral Interest
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt024
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt034380
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Royalty Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Other Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0278
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1120
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0278
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1120
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Oil and Gas Royalty Income
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt05755
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt05755
TaxesSchedule/TaxesDetail/Amt0614
TaxesSchedule/TaxesDetail/Amt12760
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Taxes - Prior Year
TaxesSchedule/TaxesDetail/CategoryTxt1Excise Taxes - Curr Year
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Alpine Bank Wealth Management
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JUSTINE & LESLIE BAILEY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JUST
ReturnHeader/Filer/EIN0846289135
ReturnHeader/Filer/PhoneNum09702455627
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1150
ReturnHeader/Filer/USAddress/CityNm0GRAND JUNCTION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd0815021150
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId04B630975A5EBB00D33BCEC99D11A9C267B95632D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId04B630975A5EBB00D33BCEC99D11A9C267B95632D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt010.238.26.119
ReturnHeader/FilingSecurityInformation/IPDt02020-06-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm011:29:28
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ALPINE BANK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GRAND JUNCTION
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0815021150
ReturnHeader/PreparerPersonGrp/PhoneNum09702455627
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel Vogel
ReturnHeader/ReturnTs02020-05-05T17:46:18-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-09-01
ReturnHeader/TaxPeriodEndDt02019-08-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,872,200
Liabilities
$0
Net assets
$1,872,200
Revenue
$150,513
Expenses
$199,875
Net income
-$49,362
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.43$0.20$0.24
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.00$2.89$0.19$0.19$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.89$0.00$2.89$0.41$0.21$0.20
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.00$2.69$0.41$0.22$0.19
2021Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.51$0.21$0.30
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.20$0.00$2.20$0.53$0.19$0.33
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.15$0.20$0.05
2015Summary only. Only limited summary data is available for this year.$2.08$0.00$0.13$0.19$0.06
2014Summary only. Only limited summary data is available for this year.$2.14$0.00$0.12$0.18$0.06
2013Summary only. Only limited summary data is available for this year.$2.20$0.00$0.16$0.17$0.01
2012Summary only. Only limited summary data is available for this year.$2.20$0.00$0.09$0.17$0.09
2011Summary only. Only limited summary data is available for this year.$2.29$0.00$0.07$0.16$0.10