Civic Intelligence

Stapleton 2040

990 • Fiscal year 2014 • EIN 26-0630189

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 10, 2015

9801 E Colfax AveAurora, CO 80010

(720) 216-0075

Siviq Scores

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

Liabilities / Assets

76th percentile

0.09x

Higher debt load relative to assets than 76% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

73rd percentile

17%

Higher net margin than 73% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

85th percentile

52%

Faster asset growth than 85% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Assets

Up

$120,909

Up $68,650 (+131%) from 2012

Net Assets

Up

$109,600

Up $58,020 (+112%) from 2012

Liabilities

Up

$11,309

Up $10,630 (+1566%) from 2012

Revenue

$363,351

No earlier filing loaded for comparison.

Expenses

Up

$302,237

Up $81,473 (+37%) from 2012

Net Income

$61,114

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2012: $52,259Liabilities 2012: $679Net Assets 2012: $51,5802012Assets 2014: $120,909Liabilities 2014: $11,309Net Assets 2014: $109,6002014Assets 2015: $125,008Liabilities 2015: $5,057Net Assets 2015: $119,9512015Assets 2016: $74,667Liabilities 2016: $1,970Net Assets 2016: $72,6972016Assets 2017: $78,775Liabilities 2017: $16,802Net Assets 2017: $61,9732017Assets 2018: $96,937Liabilities 2018: $23,569Net Assets 2018: $73,3682018Assets 2019: $75,229Liabilities 2019: $9,169Net Assets 2019: $66,0602019Assets 2020: $60,511Liabilities 2020: $10,950Net Assets 2020: $49,5612020Assets 2021: $65,124Liabilities 2021: $8,408Net Assets 2021: $56,7162021Assets 2022: $51,633Liabilities 2022: $8,015Net Assets 2022: $43,6182022Assets 2023: $20,118Liabilities 2023: $1,946Net Assets 2023: $18,1722023Assets 2024: $19,664Liabilities 2024: $1,821Net Assets 2024: $17,8432024

Highlighted filing

2014

Assets$120,909
Liabilities$11,309
Net Assets$109,600

Operations Trend

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

$400K$200K$0-$200KExpenses 2012: $220,7642012Revenue 2014: $363,351Expenses 2014: $302,237Net Income 2014: $61,1142014Revenue 2015: $354,153Expenses 2015: $343,600Net Income 2015: $10,5532015Revenue 2016: $216,333Expenses 2016: $263,609Net Income 2016: -$47,2762016Revenue 2017: $207,594Expenses 2017: $229,874Net Income 2017: -$22,2802017Revenue 2018: $293,207Expenses 2018: $281,812Net Income 2018: $11,3952018Revenue 2019: $215,207Expenses 2019: $216,914Net Income 2019: -$1,7072019Revenue 2020: $203,957Expenses 2020: $220,017Net Income 2020: -$16,0602020Revenue 2021: $260,234Expenses 2021: $254,861Net Income 2021: $5,3732021Revenue 2022: $96,613Expenses 2022: $109,711Net Income 2022: -$13,0982022Revenue 2023: $36,481Expenses 2023: $70,946Net Income 2023: -$34,4652023Revenue 2024: $10,283Expenses 2024: $12,994Net Income 2024: -$2,7112024

Highlighted filing

2014

Revenue$363,351
Expenses$302,237
Net Income$61,114
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 10, 2015
Return Version
2014v5.0
Gross Receipts
$363,351
Mission and Program Overview

Mission

2040 PHF Mission

2040 PHF Mission Improve the health, healthcare,and health equity of area residents and employees using collabortive community-based action principles in parthership with others by the year 2040

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$42,752$91,105▲ $48,353
Pledges and Grants Receivable$6,021$19,029▲ $13,008
Prepaid Expenses and Deferred Charges$1,000$8,239▲ $7,239
Land, Buildings, and Equipment, Net$1,675$2,536▲ $861
Total Assets$51,448$120,909▲ $69,461
Liabilities
Accounts Payable and Accrued Expenses$2,962$11,309▲ $8,347
Total Liabilities$2,962$11,309▲ $8,347
Net Assets / Fund Balance
Temporarily Rstr Net Assets$25,000$78,664▲ $53,664
Unrestricted Net Assets$23,486$30,936▲ $7,450
Total Net Assets Fund Balance$48,486$109,600▲ $61,114
Total Liabilities and Net Assets / Fund Balance$51,448$120,909▲ $69,461

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,536$4,001$6,537
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lorraine Dixon-jonesChair
Frank Degruy IiiVice President
Ann MacaulayBoard Member
Joseph SaseenBoard Member
Kathie SnellBoard Member
Larry GreenBoard member
Robert McgranaghanBoard Member
Tillman FarleyBoard Member
Francisco SubiadurSecretary
Greg TungTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$363,342
Program Service Revenue
$0
Investment Income
$9
Other Revenue
$0
All Other Contributions
$279,640
Change in Net Assets
$61,114

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table12$109,403Amt of compensation
Other Non Cash Contri Table12$7,200$30/hour
Other Non Cash Contri Table1$30Retail
Total Noncash Contributions25$116,633-

Audited Revenue Reconciliation

Revenue per Audited Statements
$363,351
Total Revenue per Audited Statements
$363,351
Total Revenue per Form 990
$363,351
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$207,226
Other Expenses$95,011
Total Fundraising Expense$25,878
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$133,632$36,686$22,295$192,613
Payroll Taxes$6,741$4,820$2,596$14,157
Occupancy$8,199$3,086$343$11,628
Fees for Services Accounting$6,326$2,857$317$9,500
Office Expenses$7,417$1,627$181$9,225
Other Expenses$2,602$0$0$2,602
Insurance$1,529$428$48$2,005
Travel$1,414$16$2$1,432
Depreciation Depletion$495$0$0$495
Other Employee Benefits$254$182$20$456
Fees for Services Other$227$0$0$227
Total Functional Expenses$220,125$56,234$25,878$302,237

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$302,237
Total Expenses per Audited Statements$302,237
Total Expenses per Form 990$302,237
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Stapleton 2040
EIN
26-0630189
Phone
7202160075
Address
9801 E Colfax Ave, Aurora, CO 80010

Signing Officer

Name
Lorraine Dixon-jones
Title
Chair of Board of Directors
Phone
7202160075
Signed
2015-08-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lorraine Dixon-jones
Formed
2007
Legal Domicile
Co
Voting Board Members
10
Independent Board Members
10
Employees
7
Volunteers
20

Preparer

Firm
Margaret B Green
Address
2942 XENIA ST, DENVER, CO 80238
Preparer
Margaret B Green
Phone
7202340706
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

We distribute the Form 990 to all board members for their approval after it is completed and reviewed by the executive director.

Pt VI, Line 12C

We monitor conflicts of interest annually by having all directors sign disclosure policy form regarding possible conflicts.

Pt VI, Line 15A

The board reviews and recommends salary amounts for the Executive Director.

Pt VI, Line 15B

The Executive Director reviews and recommends salary amounts for employees of the organization to the board's compensation committee.

Form 990, Part III, Line 4D

Additional research and community programs 144554. 0. 183610.

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IRS990/ProgSrvcAccomActy2Grp/Desc0TRAINING AND EDUCATION: 2040 PFH PLAYS A ROLE IN TRAINING AND EDUCATION ON COMMUNITY ENGAGEMENT AND CBPR. THE VARIOUS WAYS WE DO SO INCLUDE FACILITATING COMMUNITY IMMERSION PROGRAMS FOR CU FAMILY MEDICINE RESIDENTS AND FOR MEDICAL STUDENTS INVOLVED IN MENTORED SCHOLARLY ACTIVIES (MSA PROJECTS). MEDICAL STUDENTS HAVE BEEN INVOLVED IN ACTIVE CBPR PROJECTS: COMMUNITY AND STUDENTS AGAINST HEALTHCARE RACISM (CSTAHR), DATA MAPPING, OR TEEN OBESITY AND REFUGEE HEALTH.
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IRS990/ProgSrvcAccomActy3Grp/Desc0RESEARCH AND PROGRAMS: 2040 IS ACTIVELY INVOLVED IN DEVELOPING AND EXECUTING A NUMBER OF COMMUNITY BASED PROJECTS TO IMPROVE HEALTH IN PARTNERSHIP WITH THE COMMUNITY. CURRENT WORK WITH DENVER HEALTH FOCUSES ON A PROGRAM CALLED KICKIT TO HELP TEENAGERS STOP SMOKING.
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt032219
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Additional research and community programs
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0141129
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IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0In-kind salary
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1In-kind volunteer
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc2office supplies
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0Amt of compensation
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt1$30/hour
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt2Retail
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0We distribute the Form 990 to all board members for their approval after it is completed and reviewed by the executive director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1We monitor conflicts of interest annually by having all directors sign disclosure policy form regarding possible conflicts.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The board reviews and recommends salary amounts for the Executive Director.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The Executive Director reviews and recommends salary amounts for employees of the organization to the board's compensation committee.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ADDITIONAL RESEARCH AND COMMUNITY PROGRAMS 144554. 0. 183610.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part III, Line 4d
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02962
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IRS990/TotalOtherProgSrvcExpenseAmt0144554
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IRS990/TotalVolunteersCnt020
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