Civic Intelligence

James Irwin Educational Foundation

990 • Fiscal year 2023 • EIN 88-0528985

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 15, 2024

Organization Profilewww.jamesirwin.org
5525 Astrozon BlvdColorado Springs, CO 80916

(719) 302-9001

Siviq Scores

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

Liabilities / Assets

96th percentile

1.09x

Higher debt load relative to assets than 96% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

98th percentile

19.00x

Higher debt load relative to revenue than 98% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

6th percentile

-50%

Higher net margin than 6% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

12th percentile

$94,474

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

89th percentile

40%

Faster asset growth than 89% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

26%

Faster revenue growth than 79% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets96th percentile

Assets

Up

$47,532,043

Up $13,693,702 (+40%) from 2022

Net Assets

Down

-$4,141,807

Down $1,368,631 (-49%) from 2022

Liabilities

Up

$51,673,850

Up $15,062,333 (+41%) from 2022

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin6th percentile

Revenue

Up

$2,719,419

Up $567,509 (+26%) from 2022

Expenses

Up

$4,088,050

Up $2,284,012 (+127%) from 2022

Net Income

Down

-$1,368,631

Down $1,716,503 (-493%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$60M$40M$20M$0-$20MAssets 2011: $18,968,351Liabilities 2011: $20,623,320Net Assets 2011: -$1,654,9692011Assets 2012: $18,573,042Liabilities 2012: $20,236,760Net Assets 2012: -$1,663,7182012Assets 2013: $17,847,791Liabilities 2013: $20,064,680Net Assets 2013: -$2,216,8892013Assets 2014: $17,903,036Liabilities 2014: $19,570,909Net Assets 2014: -$1,667,8732014Assets 2015: $17,470,293Liabilities 2015: $19,202,171Net Assets 2015: -$1,731,8782015Assets 2016: $47,052,926Liabilities 2016: $48,800,429Net Assets 2016: -$1,747,5032016Assets 2017: $51,290,497Liabilities 2017: $53,131,781Net Assets 2017: -$1,841,2842017Assets 2018: $24,304,352Liabilities 2018: $26,025,847Net Assets 2018: -$1,721,4952018Assets 2019: $23,605,850Liabilities 2019: $25,548,691Net Assets 2019: -$1,942,8412019Assets 2020: $21,477,675Liabilities 2020: $24,335,398Net Assets 2020: -$2,857,7232020Assets 2021: $20,760,929Liabilities 2021: $23,881,977Net Assets 2021: -$3,121,0482021Assets 2022: $33,838,341Liabilities 2022: $36,611,517Net Assets 2022: -$2,773,1762022Assets 2023: $47,532,043Liabilities 2023: $51,673,850Net Assets 2023: -$4,141,8072023Assets 2024: $45,995,918Liabilities 2024: $50,014,846Net Assets 2024: -$4,018,9282024Assets 2025: $44,908,614Liabilities 2025: $49,387,866Net Assets 2025: -$4,479,2522025

Highlighted filing

2023

Assets$47,532,043
Liabilities$51,673,850
Net Assets-$4,141,807
Open 2023 Filing

Operations Trend

Revenue Growth79th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $701Expenses 2011: $92,662Net Income 2011: -$91,9612011Expenses 2012: $70,9742012Revenue 2013: -$14,133Expenses 2013: $4,706Net Income 2013: -$18,8392013Revenue 2014: $559,016Expenses 2014: $10,000Net Income 2014: $549,0162014Revenue 2015: -$64,005Expenses 2015: $0Net Income 2015: -$64,0052015Revenue 2016: -$372,563Expenses 2016: $0Net Income 2016: -$372,5632016Revenue 2017: $1,760,340Expenses 2017: $1,854,121Net Income 2017: -$93,7812017Revenue 2018: $1,935,758Expenses 2018: $1,815,969Net Income 2018: $119,7892018Revenue 2019: $1,643,262Expenses 2019: $1,864,608Net Income 2019: -$221,3462019Revenue 2020: $1,300,241Expenses 2020: $2,215,123Net Income 2020: -$914,8822020Revenue 2021: $1,403,179Expenses 2021: $1,666,504Net Income 2021: -$263,3252021Revenue 2022: $2,151,910Expenses 2022: $1,804,038Net Income 2022: $347,8722022Revenue 2023: $2,719,419Expenses 2023: $4,088,050Net Income 2023: -$1,368,6312023Revenue 2024: $2,971,591Expenses 2024: $2,848,712Net Income 2024: $122,8792024Revenue 2025: $2,908,975Expenses 2025: $3,369,299Net Income 2025: -$460,3242025

Highlighted filing

2023

Revenue$2,719,419
Expenses$4,088,050
Net Income-$1,368,631
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 15, 2024
Return Version
2022v5.0
Gross Receipts
$2,719,419
Mission and Program Overview

Mission

To support James Irwin Charter High School, James Irwin Charter Middle School, James Irwin Charter Elementary School, James Irwin Charter Academy, Power Technical School, and James Irwin Charter Schools.

See Schedule O

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$32,700,829$40,751,643▲ $8,050,814
Savings and Temporary Cash Investments-$5,814,595-
Cash and Non-Interest-Bearing Accounts$207,794$149,930▼ $57,864
Total Assets$33,838,341$47,532,043▲ $13,693,702
Other Assets Total$929,718$815,875▼ $113,843
Liabilities
Mortgage Notes Payable Secured by Investment Property$7,386,521$49,181,137▲ $41,794,616
Accounts Payable and Accrued Expenses$135,177$1,774,935▲ $1,639,758
Other Liabilities$29,089,819$717,778▼ $28,372,041
Total Liabilities$36,611,517$51,673,850▲ $15,062,333
Net Assets / Fund Balance
Net Assets With Donor Restrictions$116,832$2,773,921▲ $2,657,089
Net Assets Without Donor Restrictions$-2,890,008$-6,915,728▼ $4,025,720
Total Net Assets Fund Balance$-2,773,176$-4,141,807▼ $1,368,631
Total Liabilities and Net Assets / Fund Balance$33,838,341$47,532,043▲ $13,693,702

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$14,499,786$7,879,364$22,379,150
Other Land Buildings$20,379,122-$20,379,122
Land$5,871,456-$5,871,456
Equipment$1,279$142,816$144,095
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleOtherTotal
Courtney KennedySecretary$94,474$94,474

Board Members and Trustees

NameTitle
Rudy GomezPresident
Jonathan BergVice President
Brad MillerDirector
Suz GrantDirector
Eileen JohnstonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,467,529
Investment Income
$192,891
Other Revenue
$58,999
Change in Net Assets
$-1,368,631
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,088,050
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest$2,148,876--$2,148,876
Depreciation Depletion$602,558--$602,558
Other Expenses$582--$582
Total Functional Expenses$4,088,050$0$0$4,088,050
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to James Irwin Charter Schools$717,778
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, line 11B

“Each board member reviews the 990 before it is filed.”

Form 990, Part VI, Section B, line 12C

“The board members annually sign conflict of interest statements, and these are reviewed.”

Form 990, Part VI, Section C, line 19

“The governing documents, financial statements, and 990 tax return are available upon request”

Filing and Contact Details

Filer

Filer Name
James Irwin Educational Foundation
EIN
88-0528985
Phone
7193029001
Address
5525 Astrozon Blvd, Colorado Springs, CO 80916

Signing Officer

Name
Courtney Kennedy
Title
Board Secretary
Phone
7193029001
Signed
2024-01-15
Discuss with paid preparer
No

Organization Details

Principal Officer
Courtney Kennedy
Formed
2004
Legal Domicile
Co
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Hoelting & Company Inc
Address
31 East Platte Avenue Suite 300, Colorado Springs, CO 80903
Preparer
Thomas G Sistare
Phone
7196301091
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 1:

“To provide buildings and grounds for James Irwin Charter High School, James Irwin Charter Middle School, James Irwin Charter Elementary School, James Irwin Charter Academy, Power Technical School, and James Irwin Charter Schools.”

Form 990, Part XII, Line 2C:

“The board of directors assumes responsibility for the oversigh of the audit and selection of an independent accountant. This procedure has not changed from prior years.”

Raw XML Appendix398 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0135177
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01774935
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0See Schedule O
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0The Organization
IRS990/BooksInCareOfDetail/PhoneNum07193029001
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05525 Astrozon Blvd
IRS990/BooksInCareOfDetail/USAddress/CityNm0Colorado Springs
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd080916
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0207794
IRS990/CashNonInterestBearingGrp/EOYAmt0149930
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0192891
IRS990/CYOtherExpensesAmt04088050
IRS990/CYOtherRevenueAmt058999
IRS990/CYProgramServiceRevenueAmt02467529
IRS990/CYRevenuesLessExpensesAmt0-1368631
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt04088050
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02719419
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0602558
IRS990/DepreciationDepletionGrp/TotalAmt0602558
IRS990/Desc0Provide school buildings and grounds for James Irwin Charter High School, James Irwin Charter Middle School, James Irwin Charter Elementary School, James Irwin Charter Academy, Power Technical School.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0116832
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02773921
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt04088050
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt118456
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0Rudy Gomez
IRS990/Form990PartVIISectionAGrp/PersonNm1Courtney Kennedy
IRS990/Form990PartVIISectionAGrp/PersonNm2Jonathan Berg
IRS990/Form990PartVIISectionAGrp/PersonNm3Eileen Johnston
IRS990/Form990PartVIISectionAGrp/PersonNm4Brad Miller
IRS990/Form990PartVIISectionAGrp/PersonNm5Suz Grant
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt176018
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02719419
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt05
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InterestGrp/ProgramServicesAmt02148876
IRS990/InterestGrp/TotalAmt02148876
IRS990/InvestmentIncomeGrp/ExclusionAmt0192891
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0192891
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08022180
IRS990/LandBldgEquipBasisNetGrp/BOYAmt032700829
IRS990/LandBldgEquipBasisNetGrp/EOYAmt040751643
IRS990/LandBldgEquipCostOrOtherBssAmt048773823
IRS990/LegalDomicileStateCd0CO
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To provide buildings and grounds for James Irwin Charter High School, James Irwin Charter Middle School, James Irwin Charter Elementary School, James Irwin Charter Academy, Power Technical School, and James Irwin Charter Schools.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt07386521
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt049181137
IRS990/NetAssetsOrFundBalancesBOYAmt0-2773176
IRS990/NetAssetsOrFundBalancesEOYAmt0-4141807
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-2890008
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-6915728
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0929718
IRS990/OtherAssetsTotalGrp/EOYAmt0815875
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Closing Costs
IRS990/OtherExpensesGrp/Desc1Facilities Construction
IRS990/OtherExpensesGrp/Desc2Miscellaneous Expense
IRS990/OtherExpensesGrp/Desc3Purchased Services
IRS990/OtherExpensesGrp/ProgramServicesAmt0689198
IRS990/OtherExpensesGrp/ProgramServicesAmt1644561
IRS990/OtherExpensesGrp/ProgramServicesAmt22275
IRS990/OtherExpensesGrp/ProgramServicesAmt3582
IRS990/OtherExpensesGrp/TotalAmt0689198
IRS990/OtherExpensesGrp/TotalAmt1644561
IRS990/OtherExpensesGrp/TotalAmt22275
IRS990/OtherExpensesGrp/TotalAmt3582
IRS990/OtherLiabilitiesGrp/BOYAmt029089819
IRS990/OtherLiabilitiesGrp/EOYAmt0717778
IRS990/OtherRevenueMiscGrp/BusinessCd0611110
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous Revenue
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt058999
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt058999
IRS990/OtherRevenueTotalAmt058999
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Courtney Kennedy
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531120
IRS990/ProgramServiceRevenueGrp/Desc0Rental Income - Affili
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02467529
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02467529
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06
IRS990/PYOtherExpensesAmt01804038
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02151904
IRS990/PYRevenuesLessExpensesAmt0347872
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01804038
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02151910
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-1368631
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02526528
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05814595
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The James Irwin Charter Schools (JICS) is not listed as supported organizations in the foundation governing documents because this entity was formed subsequent to the establishment of the Foundation. JICS is a Charter School Network that consists of five James Irwin schools that utilize facilities provided by the foundation. The schools listed as supported organizations in the Foundation governing documents merged into JICS effective July, 2017.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Part IV Section A Line 1:
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0455047698
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt04088050
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0James Irwin Charter Schools
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt04088050
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt014499786
IRS990ScheduleD/BuildingsGrp/DepreciationAmt07879364
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt022379150
IRS990ScheduleD/EquipmentGrp/BookValueAmt01279
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0142816
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0144095
IRS990ScheduleD/LandGrp/BookValueAmt05871456
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt05871456
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt020379122
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt020379122
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0717778
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Due to James Irwin Charter Schools
IRS990ScheduleD/TotalBookValueLandBuildingsAmt040751643
IRS990ScheduleD/TotalLiabilityAmt0717778
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0To provide buildings and grounds for James Irwin Charter High School, James Irwin Charter Middle School, James Irwin Charter Elementary School, James Irwin Charter Academy, Power Technical School, and James Irwin Charter Schools.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each board member reviews the 990 before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board members annually sign conflict of interest statements, and these are reviewed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The governing documents, financial statements, and 990 tax return are available upon request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The board of directors assumes responsibility for the oversigh of the audit and selection of an independent accountant. This procedure has not changed from prior years.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part I, Line 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 2c:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0James Irwin Charter Schools
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0455047698
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Educational Services
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt05525 Astrozon Blvd
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Colorado Springs
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd080916
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd01
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt02467529
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0Fair Market Value
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0James Irwin Charter School
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0J
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt033838341
IRS990/TotalAssetsEOYAmt047532043
IRS990/TotalAssetsGrp/BOYAmt033838341
IRS990/TotalAssetsGrp/EOYAmt047532043
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04088050
IRS990/TotalFunctionalExpensesGrp/TotalAmt04088050
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt036611517
IRS990/TotalLiabilitiesEOYAmt051673850
IRS990/TotalLiabilitiesGrp/BOYAmt036611517
IRS990/TotalLiabilitiesGrp/EOYAmt051673850
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-2773176
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-4141807
IRS990/TotalOtherCompensationAmt018456
IRS990/TotalProgramServiceExpensesAmt04088050
IRS990/TotalProgramServiceRevenueAmt02467529
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0192891
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02526528
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02719419
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt033838341
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt047532043
IRS990/TotReportableCompRltdOrgAmt076018
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt05525 Astrozon Blvd
IRS990/USAddress/CityNm0Colorado Springs
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080916
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.jamesirwin.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd00
ReturnHeader/BusinessOfficerGrp/PersonNm0Courtney Kennedy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Board Secretary
ReturnHeader/BusinessOfficerGrp/PhoneNum07193029001
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0James Irwin Educational Foundation
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0880528985
ReturnHeader/Filer/PhoneNum07193029001
ReturnHeader/Filer/USAddress/AddressLine1Txt05525 Astrozon Blvd
ReturnHeader/Filer/USAddress/CityNm0Colorado Springs
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080916
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0300514455
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hoelting & Company Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt031 East Platte Avenue Suite 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Colorado Springs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080903
ReturnHeader/PreparerPersonGrp/PhoneNum07196301091
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Thomas G Sistare
ReturnHeader/ReturnTs02024-01-15T10:40:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Courtney
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Kennedy
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,532,043
Liabilities
$51,673,850
Net assets
-$4,141,807
Revenue
$2,719,419
Expenses
$4,088,050
Net income
-$1,368,631
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.9$49.4$4.48$2.91$3.37$0.46
2024Detailed filing. Detailed filing data is available for this year.$46.0$50.0$4.02$2.97$2.85$0.12
2023Detailed filing. Detailed filing data is available for this year.$47.5$51.7$4.14$2.72$4.09$1.37
2022Detailed filing. Detailed filing data is available for this year.$33.8$36.6$2.77$2.15$1.80$0.35
2021Detailed filing. Detailed filing data is available for this year.$20.8$23.9$3.12$1.40$1.67$0.26
2020Detailed filing. Detailed filing data is available for this year.$21.5$24.3$2.86$1.30$2.22$0.91
2019Detailed filing. Detailed filing data is available for this year.$23.6$25.5$1.94$1.64$1.86$0.22
2018Detailed filing. Detailed filing data is available for this year.$24.3$26.0$1.72$1.94$1.82$0.12
2017Detailed filing. Detailed filing data is available for this year.$51.3$53.1$1.84$1.76$1.85$0.09
2016Detailed filing. Detailed filing data is available for this year.$47.1$48.8$1.75$0.37$0.00$0.37
2015Detailed filing. Detailed filing data is available for this year.$17.5$19.2$1.73$0.06$0.00$0.06
2014Detailed filing. Detailed filing data is available for this year.$17.9$19.6$1.67$0.56$0.01$0.55
2013Summary only. Only limited summary data is available for this year.$17.8$20.1$2.22$0.01$0.00$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.6$20.2$1.66$0.07
2011Summary only. Only limited summary data is available for this year.$19.0$20.6$1.65$0.00$0.09$0.09