Civic Intelligence

Justine & Leslie Bailey Charitable Trust

990PF • Fiscal year 2020 • EIN 84-6289135

Sep 01, 2019 to Aug 31, 2020 • Filed on Feb 05, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

91st percentile

63%

Higher net margin than 91% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

56th percentile

$34,594

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

76th percentile

18%

Faster asset growth than 76% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

249%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$2,204,509

Up $332,309 (+18%) from 2019

Net Assets

Up

$2,204,509

Up $332,309 (+18%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin91st percentile

Revenue

Up

$525,653

Up $375,140 (+249%) from 2019

Expenses

Down

$193,344

Down $6,531 (-3.3%) from 2019

Net Income

Up

$332,309

Up $381,671 (+773%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

2020

Assets$2,204,509
Liabilities$0
Net Assets$2,204,509
Open 2020 Filing

Operations Trend

Revenue Growth96th percentile

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

2020

Revenue$525,653
Expenses$193,344
Net Income$332,309
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Feb 5, 2021
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$34,594-$34,594
Filing and Contact Details

Filer

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

Signing Officer

Name
Amanda Miller
Title
Vice President
Signed
2021-02-05
Discuss with paid preparer
Yes

Preparer

Firm
Alpine Bank
Address
PO BOX 1150, GRAND JUNCTION, CO 81502-1150
Preparer
Daniel Vogel
Phone
9702455627
Raw XML Appendix339 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/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2None
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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd049418
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/TotalGrantOrContriPdDurYrAmt0155355
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/AppliedToCurrentYearAmt0147693
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0147693
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015649
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06554
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09050
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025236
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt011938
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt011938
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt073549
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017060
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015649
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06554
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09050
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt025236
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0164753
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017060
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt085487
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt068427
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt024
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OIL AND GAS MINERAL INTERESTS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt024
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt034380
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MINERAL INTEREST INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02421
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02421
TaxesSchedule/TaxesDetail/Amt0495
TaxesSchedule/TaxesDetail/Amt11400
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0495
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0AMANDA MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAILEY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BAIL
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/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/PreparationDt02021-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Daniel Vogel
ReturnHeader/ReturnTs02021-02-05T19:01:58-00:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-09-01
ReturnHeader/TaxPeriodEndDt02020-08-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,204,509
Liabilities
$0
Net assets
$2,204,509
Revenue
$525,653
Expenses
$193,344
Net income
$332,309
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
2020Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.53$0.19$0.33
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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