2025-03-19T16:40:05-04:00 2024-09-30 203746583 TAYLOR ROTH AND COMPANY 1580 LINCOLN ST STE 520 DENVER CO 802031517 990 2023-10-01 742363487 PREFERRED LENDING PARTNERS PREF 3038614100 575 UNION BLVD SUITE 202 LAKEWOOD CO 80228 BRIAN P DEVLIN EXECUTIVE DIR/VP 3038614100 2024-03-19 true true KEN ROTH P01389203 3038308109 2025-03-19 2023 2025-03-06 01:10:19Z BRIAN P DEVLIN 575 UNION BLVD SUITE 202 LAKEWOOD CO 80228 1281676 false X WWW.PREFERREDLENDINGPARTNERS.COM X 1984 CO PREFERRED LENDING PARTNERS WAS ORGANIZED FOR THE PURPOSE OF FURTHERING ECONOMIC DEVELOPMENT FOR THE STATE OF COLORADO BY PROMOTING AND ASSISTING THE GROWTH AND DEVELOPMENT OF NEW AND EXISTING BUSINESSES. 10 9 7 0 0 1045211 1262500 106384 19176 0 1151595 1281676 0 0 796256 860308 0 0 285662 313624 1081918 1173932 69677 107744 1254237 1523972 165366 327357 1088871 1196615 PREFERRED LENDING PARTNERS WAS ORGANIZED FOR THE PURPOSE OF FURTHERING ECONOMIC DEVELOPMENT FOR THE STATE OF COLORADO BY PROMOTING AND ASSISTING THE GROWTH AND DEVELOPMENT OF NEW AND EXISTING BUSINESSES. false false 959578 1262500 PREFERRED LENDING PARTNER'S LENDING PROGRAM HAS ASSISTED QUALIFIED BUSINESSES THROUGHOUT COLORADO AND ARIZONA WITH OBTAINING SMALL BUSINESS ADMINISTRATION LOANS BY WORKING WITH FINANCIAL INSTITUTIONS AND OTHER THIRD PARTY LENDERS TO SECURE LONG-TERM CAPITAL FOR BUSINESS EXPANSION AND ACQUISITION OF CAPITAL ASSETS. 959578 true false false false false false false false false false true false false true true false true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 0 0 7 true false false false false false false false false false false false false X 10 9 true false false false false false false true true false false true true true true true true true true false X BRIAN DEVLIN 3038614100 575 UNION BLVD SUITE 202 LAKEWOOD CO 80228 BRIAN P DEVLIN EXECUTIVE DI 40.00 X X 181921 0 18888 JULIENE WYNN DIRECTOR OF 40.00 X 109419 0 9404 DESTIN SIMMONS BUS. DEV. OF 40.00 X 141983 0 12441 SAM STOOKEY PRESIDENT 2.00 X X 0 0 0 STEVE FAJARDO SECRETARY/TR 2.00 X X 0 0 0 MARK MOLEN DIRECTOR 2.00 X 0 0 0 PATRICK HENRY DIRECTOR 2.00 X 0 0 0 BEN DORLAND DIRECTOR 2.00 X 0 0 0 BILL SCHNEIDER DIRECTOR 2.00 X 0 0 0 CARI S CLAYTON DIRECTOR 2.00 X 0 0 0 KENNETH ALLEN DIRECTOR 2.00 X 0 0 0 GARY GOMULINSKI DIRECTOR 2.00 X 0 0 0 433323 40733 3 false true false MONTHLY SERVICE FEES 522298 823957 823957 LOAN INTEREST 522298 235874 235874 LOAN ORIGINATION FEES 522298 202669 202669 1262500 19176 19176 1281676 1262500 19176 203603 171804 31799 540855 456482 84373 15702 13221 2481 48698 41003 7695 51450 43321 8129 24928 24928 19638 19638 720 612 108 15328 14638 690 31456 26405 5051 51887 43741 8146 63934 56262 7672 27562 23373 4189 6524 5500 1024 20084 16951 3133 DUES & SUBSCRIPTIONS 27081 22558 4523 SPONSORSHIP 16325 16325 MOVING 4501 3799 702 ALL OTHER 2169 2096 73 1487 1487 1173932 959578 214354 0 1050939 1287502 14714 1533 105745 118488 24007 4070 16102 10908 5194 58832 107185 1254237 1523972 52778 207972 112588 119385 165366 327357 X 1088871 1196615 1088871 1196615 1254237 1523972 107744 X false true X true false X 1007183 1524908 1341473 1045211 1262500 6181275 1007183 1524908 1341473 1045211 1262500 6181275 124218 149545 273763 124218 149545 273763 5907512 2577 484 735 106384 19176 129356 2577 484 735 106384 19176 129356 1009760 1525392 1342208 1151595 1281676 6310631 0.93610 0.92700 0.02000 0.02000 X 16102 10908 5194 5194 RIGHT OF USE ASSET - OPERATING 98379 RIGHT OF USE ASSET - FINANCE 8806 107185 OPERATING LEASE LIABILITY 104389 FINANCE LEASE LIABILITY 8806 REFUNDABLE DEPOSITS 6190 119385 1281676 1281676 1281676 1173932 1173932 1173932 X X false false false false false false false false false BRIAN P DEVLIN EXECUTIVE DIR/VP 181921 7685 11203 200809 DESTIN SIMMONS BUS. DEV. OFFICER 141983 4983 7458 154424 FORM 990, PAGE 6, PART VI, LINE 2 BRIAN DEVLIN CARI CLAYTON EXEC DIR BOARD MEMBER SPOUSAL FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS REVIEWED AND APPROVED BY BOARD MEMBERS AND THE EXECUTIVE DIRECTOR PRIOR TO FILING WITH THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C THE BOARD OF DIRECTORS DISCUSSES THE CONFLICT OF INTEREST POLICY AT LEAST ANNUALLY TO ENSURE COMPLIANCE. FORM 990, PAGE 6, PART VI, LINE 15A THE COMPENSATION FOR THE EXECUTIVE DIRECTOR WAS DETERMINED BY COMPARING THE COMPENSATION TO EMPLOYEES IN SIMILAR POSITIONS AT OTHER SIMILAR NOT-FOR- PROFIT ORRGANIZATIONS. THE BOARD OF DIRECTORS APPROVES THE COMPENSATION PACKAGE FOR THE EXECUTIVE DIRECTOR, ALONG WITH ALL OTHER EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION PACKAGES FOR ALL EMPLOYEES ARE DETERMINED BY COMPARING THE COMPENSATION TO EMPLOYEES IN SIMILAR POSITIONS AT OTHER SIMILAR NOT-FOR- PROFIT ORGANZATIONS. THE BOARD OF DIRECTORS APPROVES THE COMPENSATION PACKAGES FOR ALL EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING AND FINANCIAL DOCUMENTS ARE AVAILABLE UPON REQUEST.