Civic Intelligence

Abundance Foundation Inc

EIN 85-1448497 • 501(c)3 • Fort Collins, CO

Profile

Provide substance abuse treatment and sober-living alternate lifestyle programs for clients as well as sober-living housing for low-income individuals.

3331 Sun Disk CourtFort Collins, CO 80526
Siviq Scores

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

Liabilities / Assets

82nd percentile

0.48x

Higher debt load relative to assets than 82% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

63rd percentile

0.17x

Higher debt load relative to revenue than 63% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

71st percentile

18%

Higher net margin than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

65th percentile

$96,845

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 6.9% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

99th percentile

732%

Faster asset growth than 99% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

94th percentile

160%

Faster revenue growth than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$493,992

Up $434,642 (+732%) from 2023

Liabilities

Up

$234,782

Up $179,625 (+326%) from 2023

Net Assets

Up

$259,210

Up $255,017 (+6082%) from 2023

Revenue

Up

$1,409,774

Up $868,445 (+160%) from 2023

Expenses

Up

$1,154,757

Up $617,743 (+115%) from 2023

Net Income

Up

$255,017

Up $250,702 (+5810%) from 2023

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2022: $22,993Liabilities 2022: $13,323Net Assets 2022: $9,6702022Assets 2023: $59,350Liabilities 2023: $55,157Net Assets 2023: $4,1932023Assets 2024: $493,992Liabilities 2024: $234,782Net Assets 2024: $259,2102024

Highlighted filing

2024

Assets$493,992
Liabilities$234,782
Net Assets$259,210

Operations Trend

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

$1.5M$1.0M$500K$0Revenue 2022: $427,425Expenses 2022: $417,755Net Income 2022: $9,6702022Revenue 2023: $541,329Expenses 2023: $537,014Net Income 2023: $4,3152023Revenue 2024: $1,409,774Expenses 2024: $1,154,757Net Income 2024: $255,0172024

Highlighted filing

2024

Revenue$1,409,774
Expenses$1,154,757
Net Income$255,017

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 25, 2025
Return Version
2024v5.1
Gross Receipts
$1,409,774
Mission and Program Overview

Mission

Provide substance abuse treatment and sober-living alternate lifestyle programs for clients as well as sober-living housing for low-income individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$59,351$420,152▲ $360,801
Rtn Earn Endowment Incm Other Fnds$4,193$259,210▲ $255,017
Savings and Temporary Cash Investments$0$50,000▲ $50,000
Receivables From Officers Etc$0$20,000▲ $20,000
Prepaid Expenses and Deferred Charges$0$1,835▲ $1,835
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$59,351$493,992▲ $434,641
Other Assets Total$0$2,005▲ $2,005
Liabilities
Deferred Revenue$25,000$217,083▲ $192,083
Other Liabilities$30,158$17,699▼ $12,459
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$55,158$234,782▲ $179,624
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,193$259,210▲ $255,017
Total Liabilities and Net Assets / Fund Balance$59,351$493,992▲ $434,641
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Brian BauerExecutive DirectorFT$86,538$10,307$96,845
Elizabeth ZetterquistBoard Member at Large-Recovery CoachFT$76,539$3,499$80,038
Amber BerryOperations ManagerFT$52,404-$52,404
Elizabeth FortneyBoard Treasurer-BookkeeperPT$5,724-$5,724

Board Members and Trustees

NameTitle
Matthew FugateBoard Member at Large
Revenue and Support

Revenue Composition

Contributions and Grants
$437,186
Program Service Revenue
$972,109
Investment Income
$479
Other Revenue
$0
All Other Contributions
$68,269
Change in Net Assets
$255,017
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$653,346
Other Expenses$357,319
Grants and Similar Amounts Paid$120,839
Professional Fundraising Fees$23,253
Total Fundraising Expense$23,253

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$352,882$0$0$352,882
Current Officers, Directors, Trustees, and Key Employees$124,374$96,830$0$221,204
Grants to Domestic Individuals$117,187--$117,187
Payroll Taxes$0$59,072$0$59,072
Conferences and Meetings$0$41,930$0$41,930
Fees for Services Management$36,991$0$0$36,991
Fees for Services Other$24,493$11,163$0$35,656
Fees for Services Professional Fundraising--$23,253$23,253
Other Employee Benefits$0$20,188$0$20,188
Advertising$0$15,397$0$15,397
Other Expenses$0$13,003$0$13,003
Travel$0$12,794$0$12,794
All Other Expenses$0$7,204$0$7,204
Insurance$0$5,701$0$5,701
Grants to Domestic Orgs$0--$3,652
Information Technology$0$2,787$0$2,787
Office Expenses$0$2,439$0$2,439
Fees for Services Accounting$0$575$0$575
Total Functional Expenses$811,348$316,504$23,253$1,154,757
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$23,253
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Officers, Directors, Trustees, and Key Employees$0$20,000▲ $20,000
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Employer contributed taxes$52,926
State income taxes$27,512
Payroll liabilities beginning balance$6,620
Divvy credit card balance$5,819
Payroll tax payments$-194,351
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
Compensation from other sources disclosed
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Line 4

Description of Duties for Board of Directors: Board Member at Large = voting member that oversees the functions of the organization reviews and approves budgets meets monthly to review financial reporting presented by Treasurer; Treasurer = reports financial activities to the board presents budgets to review questions financial activity and holds organization accountable for financial activity; Executive Director = oversees board manages direction of the organization manages the employees makes crucial decisions for the organization when needed spearheads growth opportunities and does research on how to better grow the organization and serve clients more efficiently.

Part VI, Line 11A

Reviewing with Board Members at meeting on 7 23 2025. A board packet containing this filing plus the Statement of Activity and Statement of Financial Position used to file the 990 is delivered to each before the meeting was conducted for individual review as well. That way they could bring their questions to the meeting for the group review. A brief tour of the 990 was conducted as well as a more in-depth review of the financial statements used to file the 990.

Filing and Contact Details

Filer

Filer Name
Abundance Foundation Inc
EIN
85-1448497
In Care Of
% Brian Bauer
Phone
7202555458
Address
3331 Sun Disk Court, Fort Collins, CO 80526

Signing Officer

Name
Elizabeth Fortney
Title
Board Treasurer
Signed
2025-07-25

Organization Details

Formed
2021
Legal Domicile
Co
Voting Board Members
3
Independent Board Members
2
Employees
14
Volunteers
0
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt00
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt00
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02439
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt02439
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt02005
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt020188
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt020188
IRS990/OtherExpensesGrp/Desc0Other Recovery and Incentives Programs Expenses
IRS990/OtherExpensesGrp/Desc1Consulting Services
IRS990/OtherExpensesGrp/Desc2Other Payroll Expenses
IRS990/OtherExpensesGrp/Desc3Other Administrative Expenses
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IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt123676
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23745
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt313003
IRS990/OtherExpensesGrp/ProgramServicesAmt0155421
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IRS990/OtherExpensesGrp/TotalAmt0155421
IRS990/OtherExpensesGrp/TotalAmt123676
IRS990/OtherExpensesGrp/TotalAmt23745
IRS990/OtherExpensesGrp/TotalAmt313003
IRS990/OtherLiabilitiesGrp/BOYAmt030158
IRS990/OtherLiabilitiesGrp/EOYAmt017699
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IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0352882
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IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt059072
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IRS990/PayrollTaxesGrp/TotalAmt059072
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
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IRS990/PensionPlanContributionsGrp/FundraisingAmt00
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01835
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Brian Bauer
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IRS990/ProgramServiceRevenueGrp/BusinessCd0623220
IRS990/ProgramServiceRevenueGrp/Desc0Medicaid Reimbursements
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
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IRS990/ProgramServiceRevenueGrp/ExclusionAmt40
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0972109
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt20
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt40
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0972109
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt10
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt30
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt40

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