Civic Intelligence

Stapleton 2040

990 • Fiscal year 2017 • EIN 26-0630189

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

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

83rd percentile

0.21x

Higher debt load relative to assets than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

81st percentile

0.08x

Higher debt load relative to revenue than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

23rd percentile

-11%

Higher net margin than 23% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

56th percentile

5.5%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

41st percentile

-4.0%

Faster revenue growth than 41% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$78,775

Up $4,108 (+5.5%) from 2016

Net Assets

Down

$61,973

Down $10,724 (-15%) from 2016

Liabilities

Up

$16,802

Up $14,832 (+753%) from 2016

Revenue

Down

$207,594

Down $8,739 (-4.0%) from 2016

Expenses

Down

$229,874

Down $33,735 (-13%) from 2016

Net Income

Up

-$22,280

Up $24,996 (+53%) from 2016

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

2017

Assets$78,775
Liabilities$16,802
Net Assets$61,973

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

2017

Revenue$207,594
Expenses$229,874
Net Income-$22,280
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Gross Receipts
$207,594
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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$65,012$55,393▼ $9,619
Land, Buildings, and Equipment, Net$794$10,908▲ $10,114
Pledges and Grants Receivable$6,517$9,142▲ $2,625
Prepaid Expenses and Deferred Charges$2,344$3,332▲ $988
Total Assets$74,667$78,775▲ $4,108
Liabilities
Other Liabilities$989$15,161▲ $14,172
Accounts Payable and Accrued Expenses$981$1,641▲ $660
Total Liabilities$1,970$16,802▲ $14,832
Net Assets / Fund Balance
Unrestricted Net Assets$46,450$42,355▼ $4,095
Temporarily Rstr Net Assets$26,247$19,618▼ $6,629
Total Net Assets Fund Balance$72,697$61,973▼ $10,724
Total Liabilities and Net Assets / Fund Balance$74,667$78,775▲ $4,108

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$10,908$779-
Equipment-$6,537-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lorraine Dixon-jonesChair
Frank DegruyVice President
Alyson ShupeBoard Member
Drew SayerBoard Member
Kathie SnellBoard Member
Matthew NaltyBoard Member
Robert McgranaghanBoard Member
Rocio PereiraBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$207,584
Program Service Revenue
$0
Investment Income
$10
Other Revenue
$0
All Other Contributions
$182,936
Change in Net Assets
$-22,280

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 Table2$105,281Salaries pd by UC
Other Non Cash Contri Table1$7,200Hourly equivalent
Total Noncash Contributions3$112,481-

Audited Revenue Reconciliation

Revenue per Audited Statements
$207,594
Total Revenue per Audited Statements
$207,594
Total Revenue per Form 990
$207,594
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$164,237
Other Expenses$65,637
Total Fundraising Expense$8,634
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$56,618$36,810$7,980$101,408
Other Salaries and Wages$50,431$0$0$50,431
Payroll Taxes$8,726$3,018$654$12,398
Occupancy$8,281$4,079$0$12,360
Office Expenses$5,534$2,726$0$8,260
Fees for Services Accounting$0$7,456$0$7,456
Conferences and Meetings$5,019$0$0$5,019
Insurance$2,186$1,077$0$3,263
Depreciation Depletion$1,054$519$0$1,573
Other Expenses$395$0$0$395
Interest$155$76$0$231
All Other Expenses$0$41$0$41
Travel$34$0$0$34
Total Functional Expenses$160,574$60,666$8,634$229,874

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$229,874
Total Expenses per Audited Statements$229,874
Total Expenses per Form 990$229,874
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
Capital Lease Obligation$11,207
Payroll Accruals$3,954
Payroll tax liability-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Doing Business As
2040 Partners for Health

Signing Officer

Name
Frank Degruy
Title
Interim Chair of Board of Directors
Phone
7202160075
Signed
2018-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank Degruy
Formed
2007
Legal Domicile
Co
Voting Board Members
8
Independent Board Members
8
Employees
2
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 36582. 0. 0.

Raw XML AppendixShowing 400 of 439 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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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 HEALTHY SLEEP AND OTHER BCT PROGRAMS PROMOTE WELLNESS IN THE COMMUNITY.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt057735
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt076649
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Other Research Associated Programs
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt036582
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0216302
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt031
IRS990/PYOtherExpensesAmt068414
IRS990/PYRevenuesLessExpensesAmt0-47276
IRS990/PYSalariesCompEmpBnftPaidAmt0195195
IRS990/PYTotalExpensesAmt0263609
IRS990/PYTotalRevenueAmt0216333
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-22280
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt037010
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0207584
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0215450
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0352745
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0309687
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0226574
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01312040
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt031
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt044
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt099
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt01312040
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0207584
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0215450
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0352745
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0309687
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0226574
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01312040
IRS990ScheduleA/TotalSupportAmt01312139
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06537
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt06537
IRS990ScheduleD/ExpensesSubtotalAmt0229874
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt010908
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0779
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt011687
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03954
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt111207
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll Accruals
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Capital Lease Obligation
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Payroll tax liability
IRS990ScheduleD/RevenueSubtotalAmt0207594
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010908
IRS990ScheduleD/TotalExpensesPerForm990Amt0229874
IRS990ScheduleD/TotalLiabilityAmt015161
IRS990ScheduleD/TotalRevenuePerForm990Amt0207594
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0207594
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0229874
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt12
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0In-kind services
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc1In-kind services
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0Hourly equivalent
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt1Salaries pd by UC
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd1X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt07200
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt1105281
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 36582. 0. 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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt026247
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt019618
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt074667
IRS990/TotalAssetsEOYAmt078775
IRS990/TotalAssetsGrp/BOYAmt074667
IRS990/TotalAssetsGrp/EOYAmt078775
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0207584
IRS990/TotalEmployeeCnt02
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt08634
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt060666
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0160574
IRS990/TotalFunctionalExpensesGrp/TotalAmt0229874
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01970
IRS990/TotalLiabilitiesEOYAmt016802
IRS990/TotalLiabilitiesGrp/BOYAmt01970
IRS990/TotalLiabilitiesGrp/EOYAmt016802
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt072697
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt061973
IRS990/TotalOtherProgSrvcExpenseAmt036582
IRS990/TotalProgramServiceExpensesAmt0160574
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0207594
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt074667
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt078775
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt034
IRS990/TravelGrp/TotalAmt034
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt046450
IRS990/UnrestrictedNetAssetsGrp/EOYAmt042355
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09801 E Colfax Ave
IRS990/USAddress/CityNm0Aurora
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080010

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