Civic Intelligence

Stapleton 2040

990 • Fiscal year 2016 • EIN 26-0630189

Jan 01, 2016 to Dec 31, 2016 • Filed on May 04, 2017

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

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

63rd percentile

0.01x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

15th percentile

-22%

Higher net margin than 15% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

11th percentile

-40%

Faster asset growth than 11% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

13th percentile

-39%

Faster revenue growth than 13% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$74,667

Down $50,341 (-40%) from 2015

Net Assets

Down

$72,697

Down $47,254 (-39%) from 2015

Liabilities

Down

$1,970

Down $3,087 (-61%) from 2015

Revenue

Down

$216,333

Down $137,820 (-39%) from 2015

Expenses

Down

$263,609

Down $79,991 (-23%) from 2015

Net Income

Down

-$47,276

Down $57,829 (-548%) from 2015

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

2016

Assets$74,667
Liabilities$1,970
Net Assets$72,697

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

2016

Revenue$216,333
Expenses$263,609
Net Income-$47,276
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 4, 2017
Return Version
2016v3.0
Gross Receipts
$216,333
Mission and Program Overview

Mission

2040 PHF Mission Improve the health, healthcare,and health equity of area residents and employees using collabortive community-based action principles

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$105,456$65,012▼ $40,444
Pledges and Grants Receivable$12,040$6,517▼ $5,523
Prepaid Expenses and Deferred Charges$5,885$2,344▼ $3,541
Land, Buildings, and Equipment, Net$1,627$794▼ $833
Total Assets$125,008$74,667▼ $50,341
Liabilities
Other Liabilities-$989-
Accounts Payable and Accrued Expenses$5,035$981▼ $4,054
Total Liabilities$5,035$1,970▼ $3,065
Net Assets / Fund Balance
Unrestricted Net Assets$59,879$46,450▼ $13,429
Temporarily Rstr Net Assets$60,094$26,247▼ $33,847
Total Net Assets Fund Balance$119,973$72,697▼ $47,276
Total Liabilities and Net Assets / Fund Balance$125,008$74,667▼ $50,341

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$794$5,743-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lorraine Dixon-jonesChair
Frank DegruyVice President
Joseph SaseenBoard Member
Kathie SnellBoard Member
Larry GreenBoard Member
Robert McgranaghanBoard Member
Rocio PereiraBoard Member
Tillman FarleyBoard Member
Greg TungTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$216,302
Program Service Revenue
$0
Investment Income
$31
Other Revenue
$0
All Other Contributions
$149,780
Change in Net Assets
$-47,276

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 Amount
Other Non Cash Contri Table2$97,787
Total Noncash Contributions2$97,787
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$195,195
Other Expenses$68,414
Total Fundraising Expense$22,002
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$59,001$22,693$9,077$90,771
Other Salaries and Wages$64,116$17,208$6,883$88,207
Payroll Taxes$10,541$4,054$1,622$16,217
Occupancy$9,137$3,514$1,406$14,057
Office Expenses$5,733$2,205$882$8,820
Fees for Services Accounting$4,994$1,921$768$7,683
Insurance$2,825$1,086$435$4,346
Information Technology$1,374$529$211$2,114
Depreciation Depletion$542$208$83$833
All Other Expenses$201$449$32$682
Other Expenses$0$409$0$409
Conferences and Meetings$142$54$22$218
Fees for Services Legal$6$3$1$10
Total Functional Expenses$187,063$54,544$22,002$263,609
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
Federal Income taxes$735
CO Payroll taxes$168
Other$86
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
2017-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lorraine Dixon-jones
Formed
2007
Legal Domicile
Co
Voting Board Members
9
Independent Board Members
9
Employees
5
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

Other Research Associated Programs 44393. 0. 81707.

Form 990, Part IX, Line 24E

Board of Directors 297. 193. 74. 30.

Form 990, Part IX, Line 24E

Prof Development 13. 8. 3. 2.

Form 990, Part IX, Line 24E

Misc expenses 372. 0. 372. 0.

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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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt039543
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt021162
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 HEALTHY SLEEP AND OTHER BCT PROGRAMS PROMOTE WELLNESS IN THE COMMUNITY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt034210
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt047706
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Other Research Associated Programs
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt044393
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt081707
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0352745
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt044
IRS990/PYOtherExpensesAmt0120606
IRS990/PYOtherRevenueAmt01364
IRS990/PYRevenuesLessExpensesAmt010553
IRS990/PYSalariesCompEmpBnftPaidAmt0222994
IRS990/PYTotalExpensesAmt0343600
IRS990/PYTotalRevenueAmt0354153
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-47276
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt064201
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0215450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0352745
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0309687
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0226574
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0220486
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01324942
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt031
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt016
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0105
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt01324942
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0215450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0352745
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0309687
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0226574
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0220486
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01324942
IRS990ScheduleA/TotalSupportAmt01325047
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0794
IRS990ScheduleD/EquipmentGrp/DepreciationAmt05743
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt06537
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0735
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1168
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt286
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal Income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CO Payroll taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Other
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0794
IRS990ScheduleD/TotalLiabilityAmt0989
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt02
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0InKind Salaries
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt097787
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
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/ExplanationTxt4Other Research Associated Programs 44393. 0. 81707.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Board of Directors 297. 193. 74. 30.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Prof Development 13. 8. 3. 2.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Misc expenses 372. 0. 372. 0.
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt060094
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt026247
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0125008
IRS990/TotalAssetsEOYAmt074667
IRS990/TotalAssetsGrp/BOYAmt0125008
IRS990/TotalAssetsGrp/EOYAmt074667
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0216302
IRS990/TotalEmployeeCnt05
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt022002
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt054544
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0187063
IRS990/TotalFunctionalExpensesGrp/TotalAmt0263609
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt05035
IRS990/TotalLiabilitiesEOYAmt01970
IRS990/TotalLiabilitiesGrp/BOYAmt05035
IRS990/TotalLiabilitiesGrp/EOYAmt01970
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0119973
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt072697
IRS990/TotalOtherProgSrvcExpenseAmt044393
IRS990/TotalOtherProgSrvcRevenueAmt081707
IRS990/TotalProgramServiceExpensesAmt0187063
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt031
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0216333
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0125008
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt074667
IRS990/TransactionWithControlEntInd0false

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