Civic Intelligence

Humane Society of Boulder City Trust R79473006

EIN 84-6319127 • Denver, CO

1900 16th Street Suite 1200Denver, CO 80202
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

84th percentile

42%

Higher net margin than 84% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$3,954

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

183%

Faster revenue growth than 92% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,456,689

Up $148,553 (+11%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$1,456,689

No earlier filing loaded for comparison.

Revenue

Up

$106,138

Up $68,586 (+183%) from 2023

Expenses

Down

$61,632

Down $34,197 (-36%) from 2023

Net Income

Up

$44,506

Up $102,783 (+176%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $1,434,486Liabilities 2011: $0Net Assets 2011: $1,434,4862011Assets 2012: $1,413,168Liabilities 2012: $0Net Assets 2012: $1,413,1682012Assets 2013: $1,360,048Liabilities 2013: $02013Assets 2014: $1,346,861Liabilities 2014: $02014Assets 2015: $1,325,196Liabilities 2015: $02015Assets 2016: $1,288,940Liabilities 2016: $02016Assets 2019: $1,426,050Liabilities 2019: $0Net Assets 2019: $1,426,0502019Assets 2020: $1,357,188Liabilities 2020: $0Net Assets 2020: $1,357,1882020Assets 2021: $1,359,466Liabilities 2021: $12021Assets 2022: $1,362,005Liabilities 2022: $0Net Assets 2022: $1,362,0052022Assets 2023: $1,308,136Liabilities 2023: $12023Assets 2024: $1,456,689Liabilities 2024: $0Net Assets 2024: $1,456,6892024

Highlighted filing

2024

Assets$1,456,689
Liabilities$0
Net Assets$1,456,689

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$300K$200K$100K$0-$100KExpenses 2011: $93,5232011Expenses 2012: $87,2962012Revenue 2013: $38,274Expenses 2013: $91,397Net Income 2013: -$53,1232013Revenue 2014: $77,226Expenses 2014: $89,916Net Income 2014: -$12,6902014Revenue 2015: $69,298Expenses 2015: $90,886Net Income 2015: -$21,5882015Revenue 2016: $56,646Expenses 2016: $92,898Net Income 2016: -$36,2522016Revenue 2019: $237,904Expenses 2019: $97,180Net Income 2019: $140,7242019Revenue 2020: $33,414Expenses 2020: $102,278Net Income 2020: -$68,8642020Revenue 2021: $98,317Expenses 2021: $96,036Net Income 2021: $2,2812021Revenue 2022: $106,680Expenses 2022: $104,138Net Income 2022: $2,5422022Revenue 2023: $37,552Expenses 2023: $95,829Net Income 2023: -$58,2772023Revenue 2024: $106,138Expenses 2024: $61,632Net Income 2024: $44,5062024

Highlighted filing

2024

Revenue$106,138
Expenses$61,632
Net Income$44,506

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$3,954-$3,954
Filing and Contact Details

Filer

Filer Name
V Christensen Tr Fbo Bd Humane Soc
EIN
84-6319127
Phone
8004962583
Address
1900 16TH STREET SUITE 1200, DENVER, CO 80202

Signing Officer

Name
Mary Alred
Title
Trust Officer
Phone
8004962583
Signed
2025-05-08
Discuss with paid preparer
Yes

Preparer

Firm
Ernst & Young US LLC
Address
1201 ELM STREET SUITE 1400, DALLAS, TX 75270
Preparer
Sudeep Satyal
Phone
2147561052
Raw XML Appendix381 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02750
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE (NON-ALLOC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02750
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt02750
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm092203J308 VANGUARD TTL INTL BN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14812C0100 JPM CORE BD FD - USD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2464287440 ISHARES 7-10 YEAR TR
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3464287432 ISHARES 20+ YEAR TRE
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm446429B267 ISHARES US TREASURY
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm574440Y884 PGIM HIGH YIELD-Q
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm683002G702 SIX CIRCLES GLOBAL B
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm783002G884 SIX CIRCLES CREDIT O
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm892206C771 VANGUARD MORTGAGE-BA
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm9921937835 VANGUARD TOTAL BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1092203J407 VANGUARD TOTAL INTL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm11COHEN & STEERS PFD SECS & INCO
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm12RBB FD INC OAKHURST INST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm13RBB FD INC OAKHURST INST
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm14ISHARES TR IBONDS 24 TRM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm15DODGE & COX INCOME FD INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm16OAKHURST FIXED INCOME C
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17OAKHURST SHORT DURATION HI YL
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt065285
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt180000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2298752
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt323342
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt072636
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt180194
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2294650
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt324307
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0147058
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1307910
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2160303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3112042
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt4175225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0143701
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1437514
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2205000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt3137879
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt4178735
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0464287465 ISHARES MSCI EAFE ET
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1315911750 FIDELITY 500 INDEX-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm246432F842 ISHARES CORE MSCI EA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm383002G306 SIX CIRCLES US UNCON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm483002G405 SIX CIRCLES INTL UNC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5315911727 FIDELITY INTL INDX-I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm646434G103 ISHARES CORE MSCI EM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm746641Q191 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm846641Q217 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm946641Q225 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1046641Q233 JPMORGAN BETABUILDER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11CAUSEWAY CAP MGMT TR INTL VAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12VANGUARD INDEX FDS S&P 500 ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13ISHARES TR RUS MID CAP E
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14ISHARES TR RUSSELL 2000
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15INVESCO EXCHANGE TRADED FD T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt048750
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0NUVEEN INVT FDS INC RLTEST SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt042419
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt031896
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt074242
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0106138
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0106138
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02750
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt074242
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt03954
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt03954
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt03954
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt039913
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt039913
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt031369
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt031896
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt044506
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0347301
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt074242
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt084511
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt014187
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt014187
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt014187
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0209
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0828
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt060804
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt021100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt061632
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0105611
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0106138
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt020891
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt021100
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt021719
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02023-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22023-05-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32024-04-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0597
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt12182
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2188462
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt381818
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt263537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-81
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt410650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt510650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt610650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt710650
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt069
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt263537
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-81
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0666
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt12249
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2251999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt381737
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc031.511 CAUSEWAY CAP MGMT TR INTL VAL INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1248.821 OAKHURST FIXED INCOME CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2497. VANGUARD INDEX FDS S&P 500 ETF SHS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc33422. ISHARES TR IBONDS 24 TRM TS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-09-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt074242
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt044506
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt08812
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01456689
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01403371
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01456689
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt080375
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt080375
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt080375
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt081550
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01175
IRS990PF/DistributableAmountGrp/TotalTaxAmt01175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt030
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01175
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01205
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt01655057
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01403371
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01456689
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt044418
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt038022
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt038022
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0466858
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0467379
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0471787
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0892095
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0902538
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01102829
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt048750
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt042419
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01403371
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01456689
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01655057
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01403371
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01456689
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01403371
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01456689
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01655835
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01655835
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt024838
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt081550
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01630997
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01655835
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0First Western Trust
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03954
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01900 16th Street
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Denver
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd080202
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt060804
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt060804
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt010 S DEARBORN IL1-0111
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHICAGO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060603
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JP MORGAN CHASE BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum08004962583
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt039913
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Humane Society of Boulder Valley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0Steve Metzger
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02323 55TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Boulder
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080301
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt039913
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/AppliedToCurrentYearAmt060804
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt080375
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt019571
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt061462
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt021429
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01369
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05270
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt08378
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt019571
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt078337
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt061462
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt016875
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt060804
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt078337
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt097908
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMNT MNGMNT FEES (NON-DED
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt014187
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt014187
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt014187
OtherIncreasesSchedule/OtherIncreasesDetail/Amt08812
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt0619
TaxesSchedule/TaxesDetail/Amt1193
TaxesSchedule/TaxesDetail/Amt216
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1193
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt216
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARY ALRED
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum08004962583
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0V CHRISTENSEN TR FBO BD HUMANE SOC
ReturnHeader/Filer/BusinessNameControlTxt0HUMA
ReturnHeader/Filer/EIN0846319127
ReturnHeader/Filer/PhoneNum08004962583
ReturnHeader/Filer/USAddress/AddressLine1Txt01900 16TH STREET SUITE 1200
ReturnHeader/Filer/USAddress/CityNm0DENVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080202
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01201 ELM STREET SUITE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DALLAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075270
ReturnHeader/PreparerPersonGrp/PhoneNum02147561052
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUDEEP SATYAL
ReturnHeader/ReturnTs02025-05-08T15:01:23-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. $1M-$5M nonprofits