Civic Intelligence

Tom Adjutant and Ariel Steele Foundation Inc.

990PF • Fiscal year 2021 • EIN 87-2866813

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 05, 2022

Organization Profile
240 South Monroe AvenueLoveland, CO 80537

(303) 827-5851

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

58th percentile

0.00x

Higher debt load relative to revenue than 58% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

98th percentile

100%

Higher net margin than 98% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

Score unavailable

No value available

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

Source year 2021

Revenue Growth

Score unavailable

No value available

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

Source year 2021

Balance Sheet
Liabilities / Assets58th percentile

Assets

$151,204

No earlier filing loaded for comparison.

Net Assets

$151,204

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin98th percentile

Revenue

$151,251

No earlier filing loaded for comparison.

Expenses

$47

No earlier filing loaded for comparison.

Net Income

$151,204

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$600K$400K$200K$0Assets 2021: $151,204Liabilities 2021: $1Net Assets 2021: $151,2042021Assets 2022: $199,516Liabilities 2022: $0Net Assets 2022: $199,5162022Assets 2023: $256,674Liabilities 2023: $0Net Assets 2023: $256,6742023Assets 2024: $451,999Liabilities 2024: $0Net Assets 2024: $451,9992024

Highlighted filing

2021

Assets$151,204
Liabilities$1
Net Assets$151,204
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300K$200K$100K$0Revenue 2021: $151,251Expenses 2021: $47Net Income 2021: $151,2042021Revenue 2022: $54,731Expenses 2022: $6,419Net Income 2022: $48,3122022Revenue 2023: $74,401Expenses 2023: $17,243Net Income 2023: $57,1582023Revenue 2024: $207,993Expenses 2024: $12,668Net Income 2024: $195,3252024

Highlighted filing

2021

Revenue$151,251
Expenses$47
Net Income$151,204
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 5, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ARIEL STEELEOfficer-$0--
THOMAS ADJUTANT JRSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Tom Adjutant and Ariel Steele
EIN
87-2866813
Phone
3038275851
Address
240 SOUTH MONROE AVENUE, LOVELAND, CO 80537

Signing Officer

Name
Ariel Steele
Title
Officer
Phone
3038275851
Signed
2022-10-05
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
5454 W 110TH STREET, OVERLAND PARK, KS 66211
Preparer
Zach Cox CPA
Phone
9133382727
Raw XML Appendix282 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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GeneralExplanationAttachment/GeneralExplanationGrp/IdentifierTxt0PENALTY WAIVER REQUEST
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0THIS LETTER IS AN ADVANCE REQUEST FOR LATE FILING PENALTY ABATEMENT FOR THE TOM ADJUTANT AND ARIEL STEELE FOUNDATION, INC.'S 2021 FORM 990-PF TAX RETURN.THE TAXPAYER RESPECTFULLY REQUESTS THAT ANY LATE FILING PENALTIES BE WAIVED REGARDING THE FILING OF THE ORGANIZATION'S 2021 TAX RETURN. IT WAS THE TAXPAYER'S BELIEF THAT A TAX RETURN WAS NOT DUE TO BE FILED UNTIL THE 2022 TAX YEAR AS A CONTRIBUTION WAS MADE TO THE ORGANIZATION ON 11/22/2021 AND NO DISTRIBUTIONS HAD TAKEN PLACE DURING THE 2021 TAX YEAR. UPON RECEIVING COUNSEL, IT WAS DETERMINED THAT A 2021 RETURN SHOULD BE FILED AND WE ARE SUBMITTING THAT RETURN NOW IMMEDIATELY AFTER THAT DISCOVERY WAS MADE. THE ORGANIZATION IS MADE UP OF ONLY TWO DIRECTORS, NEITHER OF WHICH ARE PAID AND THIS WAS A SIMPLE MISTAKE MADE.AS A CPA, I WILL TAKE CHARGE OF MAKING SURE THAT FUTURE TAX RETURNS, STARTING WITH THE 2022 TAX YEAR, ARE FILED IN A TIMELY MANNER. THEREFORE THE ORGANIZATION NOW HAS A SYSTEM IN PLACE TO MAKE SURE THAT THERE ARE NO LATE FILED TAX RETURNS GOING FORWARD.THEREFORE, FOR THE ABOVE REASONS, THE TAXPAYER RESPECTFULLY REQUESTS A WAIVER OF THE PENALTIES FOR THIS TAX RETURN.
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IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01317
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0THOMAS ADJUTANT JR ARIEL STEELE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0240 S MONROE AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0LOVELAND
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CO
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd080503
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0150000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt047
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt047
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ARIEL STEELE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03038275851
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TOM ADJUTANT AND ARIEL STEELE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0TOMA
ReturnHeader/Filer/EIN0872866813
ReturnHeader/Filer/PhoneNum03038275851
ReturnHeader/Filer/USAddress/AddressLine1Txt0240 SOUTH MONROE AVENUE
ReturnHeader/Filer/USAddress/CityNm0LOVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080537
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05454 W 110TH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OVERLAND PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd066211
ReturnHeader/PreparerPersonGrp/PhoneNum09133382727
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ZACH COX CPA
ReturnHeader/ReturnTs02022-10-09T06:08:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ARIEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEELE
ReturnHeader/TaxPeriodBeginDt02021-08-24
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$151,204
Liabilities
$1
Net assets
$151,204
Revenue
$151,251
Expenses
$47
Net income
$151,204
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$2.08$0.13$1.95
2023Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.74$0.17$0.57
2022Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.55$0.06$0.48
2021Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$1.51$0.00$1.51