Civic Intelligence

Estes Park Institute Special Projects LLC

990 • Fiscal year 2019 • EIN 45-4975874

Oct 01, 2018 to Sep 30, 2019 • Filed on Mar 11, 2020

Organization ProfileWWW.ESTESPARK.ORG
PO Box 400Englewood, CO 80151

(303) 761-7709

Siviq Scores

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

Liabilities / Assets

65th percentile

0.01x

Higher debt load relative to assets than 65% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

18th percentile

-24%

Faster asset growth than 18% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

1st percentile

-100%

Faster revenue growth than 1% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$412,833

Down $132,836 (-24%) from 2018

Net Assets

Down

$407,833

Down $127,836 (-24%) from 2018

Liabilities

Down

$5,000

Down $5,000 (-50%) from 2018

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $20,007 (-100%) from 2018

Expenses

Up

$127,836

Up $47,625 (+59%) from 2018

Net Income

Down

-$127,836

Down $67,632 (-112%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$800K$600K$400K$200K$0-$200KAssets 2012: $21,971Liabilities 2012: $53,290Net Assets 2012: -$31,3192012Assets 2013: $335,484Liabilities 2013: $95,708Net Assets 2013: $239,7762013Assets 2014: $369,126Liabilities 2014: $0Net Assets 2014: $369,1262014Assets 2015: $426,095Liabilities 2015: $51,578Net Assets 2015: $374,5172015Assets 2016: $637,440Liabilities 2016: $18,360Net Assets 2016: $619,0802016Assets 2017: $605,813Liabilities 2017: $9,940Net Assets 2017: $595,8732017Assets 2018: $545,669Liabilities 2018: $10,000Net Assets 2018: $535,6692018Assets 2019: $412,833Liabilities 2019: $5,000Net Assets 2019: $407,8332019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2019

Assets$412,833
Liabilities$5,000
Net Assets$407,833
Open 2019 Filing

Operations Trend

Revenue Growth1st percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $65,000Expenses 2012: $96,319Net Income 2012: -$31,3192012Revenue 2013: $560,000Expenses 2013: $288,905Net Income 2013: $271,0952013Revenue 2014: $392,000Expenses 2014: $262,650Net Income 2014: $129,3502014Revenue 2015: $264,000Expenses 2015: $258,609Net Income 2015: $5,3912015Revenue 2016: $397,991Expenses 2016: $137,660Net Income 2016: $260,3312016Revenue 2017: $84,000Expenses 2017: $107,207Net Income 2017: -$23,2072017Revenue 2018: $20,007Expenses 2018: $80,211Net Income 2018: -$60,2042018Revenue 2019: $0Expenses 2019: $127,836Net Income 2019: -$127,8362019Revenue 2020: $0Expenses 2020: $22,387Net Income 2020: -$22,3872020

Highlighted filing

2019

Revenue$0
Expenses$127,836
Net Income-$127,836
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
Mar 11, 2020
Return Version
2018v3.1
Gross Receipts
$0
Mission and Program Overview

Mission

NONE

The purpose of the compass project and the llc created to house it is to advance the purposes of estes park institute to education physicians, trustees and hospital management in the new methods of organization, coordination of care, coordination of care and financing systems.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$537,669$412,833▼ $124,836
Accounts Receivable$8,000$0▼ $8,000
Total Assets$545,669$412,833▼ $132,836
Liabilities
Accounts Payable and Accrued Expenses$10,000$5,000▼ $5,000
Total Liabilities$10,000$5,000▼ $5,000
Net Assets / Fund Balance
Unrestricted Net Assets$535,669$407,833▼ $127,836
Total Net Assets Fund Balance$535,669$407,833▼ $127,836
Total Liabilities and Net Assets / Fund Balance$545,669$412,833▼ $132,836
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
John HortyChair and CEO
James KopfVice Chair
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-127,836

Audited Revenue Reconciliation

Revenue per Audited Statements
$0
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$0
Total Revenue per Form 990
$0
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$127,836
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
Fees for Services Other$60,000--$60,000
Advertising-$48,000-$48,000
Fees for Services Accounting-$2,656-$2,656
Other Expenses$12,000$1,180-$1,180
Total Functional Expenses$72,000$55,836$0$127,836

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$127,836
Total Expenses per Audited Statements$127,836
Total Expenses per Form 990$127,836
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Audit committee
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

“The form 990 is prepared by richey, may & co., llp. The initial review is performed by the vice president/accountant and the final review is performed by the board. Once the final review by board is complete, the vice president signs and mails the form 990.”

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

“The organization monitors the speakers to make sure they abide by the conflict of interest policy they sign beforehand.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request.”

Form 990, Part VII Contact Addresses for Officers, Directors, Etc

“John horty - 4614 fifth avenue, pittsburgh, pa 15213. James kopf - 2544 nw britt rd., stuart, fl 34994.”

Filing and Contact Details

Filer

Filer Name
Estes Park Institute Special Projects L
EIN
45-4975874
Phone
3037617709
Address
PO BOX 400, ENGLEWOOD, CO 80151

Signing Officer

Name
Kelly Klocke
Title
Vice President
Phone
3037617709
Signed
2020-03-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Klocke
Formed
2012
Legal Domicile
Co
Voting Board Members
2
Independent Board Members
2
Employees
0
Volunteers
0

Preparer

Firm
Richey May & Co Llp
Address
9605 S KINGSTON CT SUITE 200, ENGLEWOOD, CO 80112
Preparer
Jenny Trask
Phone
3037216131
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting fees: program service expenses 60,000. Management and general expenses 0. Fundraising expenses 0. Total expenses 60,000.”

Raw XML Appendix342 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/ActivityOrMissionDesc0THE PURPOSE OF THE COMPASS PROJECT AND THE LLC CREATED TO HOUSE IT IS TO ADVANCE THE PURPOSES OF ESTES PARK INSTITUTE TO EDUCATION PHYSICIANS, TRUSTEES AND HOSPITAL MANAGEMENT IN THE NEW METHODS OF ORGANIZATION, COORDINATION OF CARE, COORDINATION OF CARE AND FINANCING SYSTEMS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY RICHEY, MAY & CO., LLP. THE INITIAL REVIEW IS PERFORMED BY THE VICE PRESIDENT/ACCOUNTANT AND THE FINAL REVIEW IS PERFORMED BY THE BOARD. ONCE THE FINAL REVIEW BY BOARD IS COMPLETE, THE VICE PRESIDENT SIGNS AND MAILS THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MONITORS THE SPEAKERS TO MAKE SURE THEY ABIDE BY THE CONFLICT OF INTEREST POLICY THEY SIGN BEFOREHAND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3JOHN HORTY - 4614 FIFTH AVENUE, PITTSBURGH, PA 15213. JAMES KOPF - 2544 NW BRITT RD., STUART, FL 34994.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSULTING FEES: PROGRAM SERVICE EXPENSES 60,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 60,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VII CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
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IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0545669
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0412833
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/UnrelatedBusIncmOverLimitInd00
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ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY KLOCKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03037617709
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESTES PARK INSTITUTE SPECIAL PROJECTS L
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ReturnHeader/Filer/PhoneNum03037617709
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ReturnHeader/FilingSecurityInformation/IPDt02020-03-11
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ReturnHeader/FilingSecurityInformation/IPTm012:34:06
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0710911208
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RICHEY MAY & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09605 S KINGSTON CT SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENGLEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080112
ReturnHeader/PreparerPersonGrp/PhoneNum03037216131
ReturnHeader/PreparerPersonGrp/PreparationDt02020-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNY TRASK
ReturnHeader/ReturnTs02020-03-11T12:47:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-10-01
ReturnHeader/TaxPeriodEndDt02019-09-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$412,833
Liabilities
$5,000
Net assets
$407,833
Revenue
$0
Expenses
$127,836
Net income
-$127,836
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.22$0.22
2019Detailed filing. Detailed filing data is available for this year.$4.13$0.05$4.08$0.00$1.28$1.28
2018Detailed filing. Detailed filing data is available for this year.$5.46$0.10$5.36$0.20$0.80$0.60
2017Detailed filing. Detailed filing data is available for this year.$6.06$0.10$5.96$0.84$1.07$0.23
2016Detailed filing. Detailed filing data is available for this year.$6.37$0.18$6.19$3.98$1.38$2.60
2015Summary only. Only limited summary data is available for this year.$4.26$0.52$3.75$2.64$2.59$0.05
2014Summary only. Only limited summary data is available for this year.$3.69$0.00$3.69$3.92$2.63$1.29
2013Summary only. Only limited summary data is available for this year.$3.35$0.96$2.40$5.60$2.89$2.71
2012Summary only. Only limited summary data is available for this year.$0.22$0.53$0.31$0.65$0.96$0.31