Liabilities / Assets
38th percentile
Higher debt load relative to assets than 38% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.26x
Liabilities / Revenue
97th percentile
Higher debt load relative to revenue than 97% of similar nonprofits.
Net Margin
2nd percentile
Higher net margin than 2% of similar nonprofits.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
33rd percentile
Faster asset growth than 33% of similar nonprofits.
Revenue Growth
5th percentile
Faster revenue growth than 5% of similar nonprofits.
Balance Sheet
Assets
Down$286,232,429
Down $2,622,672 (-0.9%) from 2015
Net Assets
Up$212,321,289
Up $3,654,777 (+1.8%) from 2015
Liabilities
Down$73,911,140
Down $6,277,449 (-7.8%) from 2015
Revenue And Expenses
Revenue
Down$5,305,665
Down $3,761,320 (-41%) from 2015
Expenses
Down$10,871,370
Down $597,395 (-5.2%) from 2015
Net Income
Down-$5,565,705
Down $3,163,925 (-132%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2016 to Dec 31, 2016
- Signed
- Nov 14, 2017
- Return Version
- 2016v3.0
- Gross Receipts
- $5,305,665
Mission and Program Overview
Mission
See Schedule O.The purpose of the Foundation is to enhance the quality of life in the seven-county greater Denver community by identifying and supporting programs in the areas of aging, child and family development, education, health and Jewish life. The Foundation promotes strategic philanthropy by engaging with donors to help them make thoughtful decisions to achieve their philanthropic goals.
To enhance the quality of life in the greater Denver community using its leadership and resources.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $172,763,218 | $181,890,728 | ▲ $9,127,510 |
| Investments Other Securities | $120,287,614 | $114,151,338 | ▼ $6,136,276 |
| Investments Program Related | $500,000 | $500,000 | → $0 |
| Pledges and Grants Receivable | $1,000 | $1,000 | → $0 |
| Cash and Non-Interest-Bearing Accounts | $-4,696,731 | $-10,310,637 | ▼ $5,613,906 |
| Total Assets | $288,855,101 | $286,232,429 | ▼ $2,622,672 |
| Liabilities | |||
| Other Liabilities | $75,858,988 | $71,084,969 | ▼ $4,774,019 |
| Grants Payable | $4,329,601 | $2,824,171 | ▼ $1,505,430 |
| Accounts Payable and Accrued Expenses | - | $2,000 | - |
| Total Liabilities | $80,188,589 | $73,911,140 | ▼ $6,277,449 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $208,666,512 | $212,321,289 | ▲ $3,654,777 |
| Total Net Assets Fund Balance | $208,666,512 | $212,321,289 | ▲ $3,654,777 |
| Total Liabilities and Net Assets / Fund Balance | $288,855,101 | $286,232,429 | ▼ $2,622,672 |
Asset Categories
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Other Securities | $114,151,338 | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Sheila Bugdanowitz | President & CEO | PT | $224,101 | $17,933 | $242,034 |
| Elsa Holguin | Program Officer | FT | $150,913 | $17,772 | $168,685 |
| Lisa Farber Miller | Program Officer | FT | $141,062 | $18,082 | $159,144 |
| Mark Hockenberg | Controller | - | - | $135,199 | $135,199 |
| Anne Garcia | Treasurer, CFO & COO | PT | $117,965 | $13,766 | $131,731 |
| Therese Ellery | Program Officer | FT | $108,532 | $15,596 | $124,128 |
| Carlos Martinez | Exec Director Latino Cmty Fdn of CO | - | - | $119,976 | $119,976 |
Board Members and Trustees
| Name | Title |
|---|---|
| Jerrold L Glick | Chair |
| Brad Kornfeld | Trustee |
| Brian Wilkinson | Trustee |
| Jeannie Ritter | Trustee |
| Jennifer Atler Fischer | Trustee |
| Judy Altenberg | Trustee |
| Katherine Gold | Trustee |
| Kathy Neustadt | Trustee |
| Lisa Reckler Cohn | Trustee |
| Lisa Robinson | Trustee |
| Michael Touff | Trustee |
| Milroy A Alexander | Trustee |
| Monte Moses PhD | Trustee |
| Steven A Cohen | Trustee |
| William N Lindsay III | Trustee |
| Rob Klugman | Secretary |
Highest Paid Contractors
| Contractor | Services | Location | Compensation |
|---|---|---|---|
| JP Morgan Chase Bank | Investment Management | 370 17th Street Suite 3200, Denver, CO 80202 | $234,104 |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $252,891
- Program Service Revenue
- $0
- Investment Income
- $5,050,252
- Other Revenue
- $2,522
- All Other Contributions
- $3,913
- Change in Net Assets
- $-5,565,705
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $8,163,311 |
| Salaries, Compensation, and Employee Benefits | $1,881,626 |
| Other Expenses | $826,433 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $8,163,311 | - | - | $8,163,311 |
| Other Salaries and Wages | $973,465 | $210,367 | - | $1,183,832 |
| Current Officers, Directors, Trustees, and Key Employees | $307,347 | $66,418 | - | $373,765 |
| Fees for Service Investment Mgmnt Fees | - | $348,307 | - | $348,307 |
| Occupancy | $148,237 | $32,034 | - | $180,271 |
| Other Employee Benefits | $123,213 | $26,627 | - | $149,840 |
| Payroll Taxes | $81,191 | $17,546 | - | $98,737 |
| Fees for Services Other | $72,545 | $15,677 | - | $88,222 |
| Conferences and Meetings | $67,804 | $14,652 | - | $82,456 |
| Pension Plan Contributions | $62,044 | $13,408 | - | $75,452 |
| Office Expenses | $52,847 | $11,420 | - | $64,267 |
| Insurance | $20,761 | $4,486 | - | $25,247 |
| Fees for Services Accounting | - | $13,922 | - | $13,922 |
| Other Expenses | $-116,500 | $24,921 | - | $-116,500 |
| Total Functional Expenses | $10,071,585 | $799,785 | $0 | $10,871,370 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| Colorado Nonprofit Development Center | Denver, CO | 501(c)(3) | Boomer Leading Change, A+ Denver, Mile High Alliance, General Operating Support | $731,734 |
| Family Resource Center Association | Denver, CO | 501(c)(3) | General Operating Support | $353,000 |
| Colorado Health Institute | Denver, CO | 501(c)(3) | General Operating Support and Hot Issues In Healthcare Conference | $300,000 |
| Seniors' Resource Center | Denver, CO | 501(c)(3) | Serving Older Adults with VItal Programs | $230,250 |
| Colorado Consumer Health Initiative | Denver, CO | 501(c)(3) | General Operating Support | $220,666 |
| Colorado Department of Human Services - Colorado Commission on Aging | Denver, CO | 501(c)(3) | Senior Source | $215,000 |
| Jewish Family Service of Colorado | Denver, CO | 501(c)(3) | Senior Solutions Center | $210,460 |
| Children's Hospital Colorado Foundation | Aurora, CO | 501(c)(3) | First 1,000 Days Initiative, General Operating Support | $210,201 |
| Teach Plus | Boston, MA | 501(c)(3) | Colorado Teaching Policy Fellowship | $200,000 |
| Mental Health Colorado | Denver, CO | 501(c)(3) | Public Policy and Strategic Initiatives, Research and Advocacy for Child and Adolescent Mental Health | $185,275 |
| The Senior Hub | Federal Heights, CO | 501(c)(3) | Program support | $170,000 |
| Colorado Regional Health Information Organization | Denver, CO | 501(c)(3) | Behavioral Health Information Exchange Pilot Project | $163,875 |
| Empower Schools | Boston, MA | 501(c)(3) | Luminary Learning Network | $150,000 |
| Hillel of Colorado | Denver, CO | 501(c)(3) | Capacity building and Challenge Grant | $150,000 |
| Volunteers of America Colorado Branch | Denver, CO | 501(c)(3) | Program Support | $132,500 |
| OneTable | New York, NY | 501(c)(3) | OneTable Colorado | $115,000 |
| Early Milestones Colorado | Denver, CO | 501(c)(3) | General Operating Support | $103,500 |
| Mental Health Center of Denver | Denver, CO | 501(c)(3) | Dahlia Campus for Health and Well-Being, General Operating Support | $101,600 |
| Public Education & Business Coalition | Denver, CO | 501(c)(3) | A Partnership to Impact Teaching and Student Learning in Colorado | $100,070 |
| Honeymoon Israel | East Amherst, NY | 501(c)(3) | Colorado Program Support | $100,000 |
| Rocky Mountain Preparatory School | Denver, CO | 501(c)(3) | Support for charter and district schools to work in partnership to develop teaching fellowship programs. | $100,000 |
| STRIVE Preparatory Schools | Denver, CO | 501(c)(3) | General Operating Support | $99,800 |
| Judaism Your Way | Denver, CO | 501(c)(3) | Building Organizational Strength, General Operating Support | $99,750 |
| The Orthodox Union (East Coast) | New York, NY | 501(c)(3) | NCSY Denver Chapter | $90,000 |
| Denver Public Schools Foundation | Denver, CO | 501(c)(3) | McGlone Academy Student and Family Support Program, McAuliffe International Schools - Innovation Management | $85,230 |
| Parent Possible | Denver, CO | 501(c)(3) | Vroom in Colorado, General Operating Support | $80,000 |
| Colorado Digital Health | Denver, CO | 501(c)(3) | Digital Health Innovation for Underserved Communities | $75,000 |
| Kavod Senior Life | Denver, CO | 501(c)(3) | Building Capacity to Strengthen Kavod's Program Evaluation | $70,150 |
| Mapleton Public Schools | Denver, CO | 501(c)(3) | Academic Parent Teachers Teams, The Early Childhood Partnership of Adams County | $70,000 |
| Project Angel Heart | Denver, CO | 501(c)(3) | Program Support | $66,400 |
| Center for Teaching Quality | Carrboro, NC | 501(c)(3) | Luminary Network Teacher Advisory Council | $65,000 |
| Gay Lesbian Bisexual & Transgender Community | Denver, CO | 501(c)(3) | Capitol Hill Care Link - SAGE of the Rockies NORC, General Operating Support | $56,100 |
| The Center for African American Health | Denver, CO | 501(c)(3) | Home Visitation Planning Grant, General Operating Support | $55,050 |
| Teach for America | Denver, CO | 501(c)(3) | Colorado Diversity Initiative, General Operating Support | $51,250 |
| Colorado Center on Law and Policy | Denver, CO | 501(c)(3) | Skills2Compete Colorado Coalition, General Operating Support | $50,158 |
| Early Childhood Council Leadership Alliance | Wheat Ridge, CO | 501(c)(3) | General Operating Support | $50,000 |
| Generation Teach Inc | New York, NY | 501(c)(3) | Generation Teach Denver Program | $50,000 |
| Meals on Wheels of Boulder | Boulder, CO | 501(c)(3) | Program Support | $50,000 |
| Parent Teacher Home Visit Project | Sacramento, CA | 501(c)(3) | Colorado HUB Strategic Expansion | $50,000 |
| Together Colorado | Denver, CO | 501(c)(3) | Parent organizing, General Operating Support | $50,000 |
| University of Colorado Foundation | Denver, CO | 501(c)(3) | Center for Practice Engaged Education Research, Pregnancy and Parenting Partners Program | $49,800 |
| Rose Foundation | Denver, CO | 501(c)(3) | Case study on two schools (Kepner Beacon and the LLN), Article on Early Milestones, Advocacy Groups | $46,625 |
| Mile High Early Learning | Denver, CO | 501(c)(3) | Babies Ready for College, Strategic Planning | $45,430 |
| Colorado Agency for Jewish Education (CAJE) | Denver, CO | 501(c)(3) | CAJE Jewish Explorers, General Operating Support | $44,742 |
| Longmont Meals on Wheels | Longmont, CO | 501(c)(3) | Program Support | $42,015 |
| Dental Aid | Lafayette, CO | 501(c)(3) | Boulder Valley School District Tele-Dentistry | $41,230 |
| Warren Village | Denver, CO | 501(c)(3) | Warren Village Self-Sufficiency Program | $40,750 |
| Colorado Cross-Disability Coalition | Denver, CO | 501(c)(3) | A Chair at the Table Community Calendar Project Assessment and Retooling | $40,000 |
| Corporation for Supportive Housing | New York, NY | 501(c)(3) | Housing to Health Initiative | $40,000 |
| Colorado Department of Health Care Policy and Financing | Denver, CO | 501(c)(3) | Accountable Care Collaborative | $38,199 |
| Colorado Youth for a Change | Denver, CO | 501(c)(3) | Futures Academy, General Operating Support | $35,200 |
| Chalkbeat | New York, NY | 501(c)(3) | Chalkbeat Colorado, General Operating Support | $35,024 |
| Enterprise Community Partners | Denver, CO | 501(c)(3) | Housing to Health Initiative | $35,000 |
| TSNE MissionWorks | Boston, MA | 501(c)(3) | Tools of the Mind, Early Childhood Funders Collaborative | $35,000 |
| Grantmakers for Education | Portland, OR | 501(c)(3) | Annual Conference, Annual Dues | $34,000 |
| Invest in Kids | Denver, CO | 501(c)(3) | The Incredible Years, General Operating Support | $31,500 |
| Florence Crittenton Services of Colorado | Denver, CO | 501(c)(3) | Two-Generation Support for Teen Families | $30,200 |
| Qualistar Colorado | Denver, CO | 501(c)(3) | General Operating Support | $30,025 |
| Bright By Three | Denver, CO | 501(c)(3) | Impacting At-Risk Families | $30,000 |
| Colorado Disability Benefits Support Program | Denver, CO | 501(c)(3) | Capacity Building and Sustainability Project | $30,000 |
| Colorado Gerontological Society | Denver, CO | 501(c)(3) | Medicare/Medicaid Benefits Counseling | $30,000 |
| Denver Asset Building Coalition | Denver, CO | 501(c)(3) | General Operating Support | $30,000 |
| 101010 | Denver, CO | 501(c)(3) | Health Innovation | $25,000 |
| El Centro Humanitario Para Los Trabajadores | Denver, CO | 501(c)(3) | Women's Workforce Development and Employment Program | $25,000 |
| Hunger Free Colorado | Denver, CO | 501(c)(3) | Older Adult Nutrition | $25,000 |
| The Aspen Institute | Aspen, CO | 501(c)(3) | Ascend | $25,000 |
| Padres & Jovenes Unidos | Denver, CO | 501(c)(3) | Transforming Innovation Schools through Parent Engagement in SW Denver | $24,626 |
| The Colorado Prevention Center | Aurora, CO | 501(c)(3) | Community health sustainability | $23,000 |
| TLC Meals on Wheels | Centennial, CO | 501(c)(3) | Program Support | $20,250 |
| Mi Casa Resource Center | Denver, CO | 501(c)(3) | General Operating Support | $20,100 |
| Policy Matters LLC | Westminster, CO | 501(c)(3) | State-level legislative monitoring services | $20,001 |
| Boulder County CareConnect | Boulder, CO | 501(c)(3) | Safety Net Services and Community Outreach Programs | $20,000 |
| Catholic Charities | Denver, CO | 501(c)(3) | Senior Services | $20,000 |
| Center for Work Education and Employment | Denver, CO | 501(c)(3) | Quality Employment Project | $20,000 |
| Colorado Criminal Justice Reform Coalition | Denver, CO | 501(c)(3) | Take Care Health Matters Program | $20,000 |
| Denver Early Childhood Council | Denver, CO | 501(c)(3) | General Operating Support | $20,000 |
| Family Tree | Wheat Ridge, CO | 501(c)(3) | Housing and Family Stabilization Program | $20,000 |
| Jeffco Public Schools | Golden, CO | 501(c)(3) | Jeffco HIPPY | $20,000 |
| WorkLife Partnership | Denver, CO | - | WorkLife Partnership General Operating Support | $20,000 |
| Early Childhood Council of Boulder County | Lafayette, CO | 501(c)(3) | General Operating Support | $16,000 |
| The Denver Foundation | Denver, CO | 501(c)(3) | Make Your Mark, General Operating Support | $15,365 |
| University of Denver | Denver, CO | 501(c)(3) | Knoebel Institute for Healthy Aging | $15,100 |
| Adams County Youth Initiative | Thornton, CO | 501(c)(3) | Building A Culture of Continuous Improvement | $15,000 |
| America Achieves | New York, NY | 501(c)(3) | Colorado Educator Voice Fellowship Program | $15,000 |
| Colorado BioScience Institute | Denver, CO | 501(c)(3) | Research Experience for Teachers (RET) | $15,000 |
| Council for a Strong America | Washington, DC | 501(c)(3) | General Operating Support | $15,000 |
| Mpowered | Denver, CO | 501(c)(3) | Financial Coaching for low income families | $15,000 |
| TLC Learning Center | Longmont, CO | 501(c)(3) | Mental Health Training and Capacity Building | $15,000 |
| YWCA Boulder County | Boulder, CO | - | Children's Alley and Parenting Services Program | $15,000 |
| Anti-Defamation League Mountain States Region | Denver, CO | 501(c)(3) | General Operating Support | $12,830 |
| Children's Haven Child Care Center | Lakewood, CO | 501(c)(3) | Creative Curriculum | $10,600 |
| Metropolitan State University of Denver Foundation | Denver, CO | 501(c)(3) | Family Literacy Program | $10,500 |
| Clayton Early Learning | Denver, CO | 501(c)(3) | Alliance for Early Success, General Operating Support | $10,150 |
| Colorado Immigrant Rights Coalition | Denver, CO | 501(c)(3) | General Operating Support | $10,100 |
| American Civil Liberties Union of Colorado | Denver, CO | 501(c)(3) | General Operating Support | $10,050 |
| Broomfield Early Childhood Council | Broomfield, CO | 501(c)(3) | General Operating Support | $10,000 |
| Child Learning Center University of Colorado | Boulder, CO | 501(c)(3) | Child Learning Center | $10,000 |
| Children's Outreach Project | Denver, CO | 501(c)(3) | Professional Development and quality improvement | $10,000 |
| Colorado Latino Leadership Advocacy & Research | Denver, CO | 501(c)(3) | General Operating Support | $10,000 |
| Denver Public Library Friends Foundation | Denver, CO | 501(c)(3) | Read Aloud | $10,000 |
| Developmental Pathways | Englewood, CO | 501(c)(3) | NICU Task Force | $10,000 |
| Early Excellence Program of Denver | Denver, CO | 501(c)(3) | Professional Development | $10,000 |
| Families First | Denver, CO | 501(c)(3) | Parents As Teachers Program | $10,000 |
| Family Star | Denver, CO | 501(c)(3) | Professional Development | $10,000 |
| Friends of the Haven | Denver, CO | 501(c)(3) | Professional Development | $10,000 |
| Growing Home | Westminster, CO | 501(c)(3) | Early Childhood Initiatives | $10,000 |
| Hope Center | Denver, CO | 501(c)(3) | Early Childhood Education Program | $10,000 |
| Hope Street Group | Washington, DC | 501(c)(3) | National Teacher Fellowship Program | $10,000 |
| Jefferson Center for Mental Health | Wheat Ridge, CO | 501(c)(3) | Early Intervention Services | $10,000 |
| Laradon | Denver, CO | 501(c)(3) | Family, Infant and Toddler (FIT) Program | $10,000 |
| OUR Center | Longmont, CO | 501(c)(3) | Early Childhood Development and Professional Development | $10,000 |
| Red Rocks Community College Foundation | Lakewood, CO | 501(c)(3) | ECE Workforce Diversification Project | $10,000 |
| Spring Institute for Intercultural Learning | Denver, CO | 501(c)(3) | General Operating Support | $10,000 |
| The Center Trauma & Resilience | Denver, CO | 501(c)(3) | Elder Program | $10,000 |
| Work Options for Women | Denver, CO | 501(c)(3) | Work Options for Women Culinary Job Skills Training Program | $10,000 |
| Council on Foundations | Arlington, VA | 501(c)(3) | Membership Dues | $9,600 |
| Center for People with Disabilities | Denver, CO | 501(c)(3) | Beyond Vision Program | $9,500 |
| Grantmakers in Aging | Arlington, VA | 501(c)(3) | Capacity building for "Reframing Aging", Membership Dues | $8,700 |
| Continuing Legal Education in Colorado | Denver, CO | 501(c)(3) | Senior Law Day Handbook 2016 | $8,000 |
| Reach Out and Read Colorado | Denver, CO | 501(c)(3) | General Operating Support | $8,000 |
| Ability Connection Colorado | Denver, CO | 501(c)(3) | Social Emotional Systems | $7,750 |
| Sewall Child Development Center | Denver, CO | 501(c)(3) | Early childhood professional development | $7,500 |
| Steadman Group LLC | Denver, CO | 501(c)(3) | Technical Assistance and Coordination | $6,000 |
| The Gathering Place | Denver, CO | 501(c)(3) | The Denver Women's Collaborative | $5,659 |
| Colorado Association of Funders | Denver, CO | 501(c)(3) | General Operating Support, Membership Dues | $5,523 |
| Rocky Mountain Jewish Historical Society and Beck Archives | Denver, CO | 501(c)(3) | General Operating Support | $5,150 |
| Bal Swan Children's Center | Broomfield, CO | 501(c)(3) | Connect4Learning Curriculum | $5,000 |
| Children First of the Rockies | Longmont, CO | 501(c)(3) | Parent Education Programs | $5,000 |
| Coal Creek Meals on Wheels | Lafayette, CO | 501(c)(3) | Program Support | $5,000 |
| Denver Children's Advocacy Center | Denver, CO | 501(c)(3) | Head Start Onsite Mental Health Services | $5,000 |
| Jewish Federations of North America | New York, NY | 501(c)(3) | Annual Membership Dues | $5,000 |
| New Horizons Preschool | Boulder, CO | 501(c)(3) | Parent Outreach Program | $5,000 |
| There With Care | Boulder, CO | 501(c)(3) | General Operating Support | $5,000 |
International Summary
- Offices
- 0
- Employees
- 0
- Spending
- $51,706,353
International Compliance
- Activity in boycott countries
- No
- Foreign corporation ownership
- Yes
- Foreign partnership interest
- Yes
- Interest in foreign trust
- No
- Passive foreign investment company interest
- Yes
- Transfers to foreign corporations
- Yes
International Activities
| Region | Activity | Services | Offices | Employees | Spending |
|---|---|---|---|---|---|
| Central America & the Caribbean | Investments | - | 0 | 0 | $50,535,823 |
| Middle East and North Africa - Algeria, Bahrain, Djibouti, Egypt, | Investments | - | 0 | 0 | $1,170,375 |
| Europe | Investments | - | 0 | 0 | $155 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- Yes
- Subject to proxy tax
- No
Debt and Bond Financing
Other Reported Liabilities
| Liability | Amount |
|---|---|
| Investment Held for Rose Community Foundation | $71,084,969 |
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
- Yes
- Other officer compensation reviewed
- No
- Conflict-of-interest policy
- Yes
- Audited financial statements prepared
- Yes
- Key decisions subject to board approval
- Yes
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Section A, line 6
“The sole member of Rose Foundation is Rose Community Foundation. Rose Community Foundation has the power to elect all members of the governing board of Rose Foundation. Furthermore, Rose Community Foundation must approve many of the significant decisions of Rose Foundation and, upon dissolution of Rose Foundation, all remaining assets are transferred to Rose Community Foundation.”
Form 990, Part VI, Section A, line 7A
“Rose Community Foundation elects, or re-elects, all trustees of Rose Foundation at an annual meeting.”
Form 990, Part VI, Section A, line 7B
“Any of the following actions taken by the board of trustees of Rose Foundation require prior approval of Rose Community Foundation: election or removal of trustees; election or removal of the corporation's president and CEO; amendment of the articles of incorporation; amendment of the bylaws; approval of capital and operating budgets; borrowing money or making any material financial commitment not contemplated by the annual capital or operating budget; disposition of all, or substantially all, of the assets of the corporation or any merger of the corporation into or with another corporation; organization or creation of a subsidiary profit or nonprofit corporation and any amendments to its articles of incorporation or bylaws; and policies or commitments designed to coordinate the activities of the corporation with other entities.”
Form 990, Part VI, Section B, line 11B
“The Foundation's Form 990 is prepared by an independent CPA firm and the Foundation conducts a thorough review of the return prior to being filed with the IRS. The CFO and staff perform a detail review of all amounts and disclosures in the return and then present an overview of the return to the President and CEO and the Audit Committee. The return will be amended if any changes are deemed necessary as a result of this process.”
Form 990, Part VI, Section B, line 12C
“A detailed, written description of each conflict of interest and the procedures followed to clear the conflict are provided annually to the Audit Committee for review. On an annual basis, the Audit Committee makes a report to the Board of Trustees with respect to all then current and material actual or potential conflicts of interest known to them and of any actions that have been taken or that they recommend be taken to ensure compliance with this policy.”
Form 990, Part VI, Section B, line 15A
“On an annual basis, the Chief Financial & Operating Officer and Audit Committee meet to discuss the compensation and performance of the Foundation's President and CEO. During this meeting, the Chair of the Board of Trustees presents his/her assessment of the President and CEO's performance as compared to the goals and objectives that were established at the beginning of the year. Based on the conclusions of this assessment, along with comparative salary info on both a local and national level from both formal and informal surveys, the Audit Committee recommends a salary level to be taken to the Board of Trustees for approval.”
Form 990, Part VI, Section C, line 19
“The Foundation's Conflict of Interest Policy, Form 990, and financial statements are available upon request as well as posted on the Foundation's website at www.rcfdenver.org.”
Filing and Contact Details
Filer
- Filer Name
- Rose Foundation
- EIN
- 84-0418124
- Phone
- 3033987400
- Address
- 600 South Cherry Street No 1200, Denver, CO 80246
Signing Officer
- Name
- Anne Garcia
- Title
- CFO and COO
- Phone
- 3033987400
- Signed
- 2017-11-14
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Anne Garcia
- Formed
- 1995
- Legal Domicile
- Co
- Voting Board Members
- 16
- Independent Board Members
- 16
- Employees
- 0
- Volunteers
- 100
Preparer
- Firm
- Eks&h Lllp
- Address
- 8181 E Tufts Avenue Suite 600, Denver, CO 80237-2579
- Preparer
- Dori J Eggett
- Phone
- 3037409400
Supplemental Narrative
Additional Explanations
Form 990, Part XI, line 9:
“Other Changes in Net Assets 850.”
Financial Statement Notes
Part X, Line 2:
“The Foundation, including its non-profit supporting organizations, applies a more-likely-than-not measurement methodology to reflect the combined financial statement impact of uncertain tax positions taken or expected to be taken in a tax return. After evaluating the tax positions taken, none are considered to be uncertain; therefore, no amounts have been recognized as of December 31, 2016 and 2015. If incurred, interest and penalties associated with tax positions are recorded in the period assessed as other operating expense. No interest or penalties have been assessed as of December 31, 2016 and 2015.”
Raw XML AppendixShowing 400 of 1,956 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.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 2000 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | To enhance the quality of life in the greater Denver community using its leadership and resources. |
| IRS990/AllOtherContributionsAmt | 0 | 3913 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | Anne Garcia |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 3033987400 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 600 South Cherry Street 1200 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Denver |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CO |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 80246 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | -4696731 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | -10310637 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 1 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 66418 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 307347 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 373765 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 14652 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 67804 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 82456 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 1 |
| IRS990/ContractorCompensationGrp/CompensationAmt | 0 | 234104 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt | 0 | 370 17th Street Suite 3200 |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm | 0 | Denver |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd | 0 | CO |
| IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd | 0 | 80202 |
| IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt | 0 | JP Morgan Chase Bank |
| IRS990/ContractorCompensationGrp/ServicesDesc | 0 | Investment Management |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 252891 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 8163311 |
| IRS990/CYInvestmentIncomeAmt | 0 | 5050252 |
| IRS990/CYOtherExpensesAmt | 0 | 826433 |
| IRS990/CYOtherRevenueAmt | 0 | 2522 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -5565705 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 1881626 |
| IRS990/CYTotalExpensesAmt | 0 | 10871370 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 5305665 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 1 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | Rose Foundation (EIN #84-0418124), a supporting organization of Rose Community Foundation, makes grants in five primary issue areas within the seven-county Denver community. See Schedule O. A total of $7,555,000 in unrestricted funds was awarded in 2016 as follows: AGING- $1,619,000 to support services for older adults, including transportation, direct services, and end-of-life care; CHILD & FAMILY DEVELOPMENT- $1,490,000 to support early childhood development and education, family self-sufficiency and related public policy efforts; EDUCATION- $1,493,000 to improve K-12 teacher quality and support systemic changes aimed at closing education achievement gaps; HEALTH- $1,998,000 to support access to care, cost-effectiveness in health care, health policy initiatives and primary prevention: JEWISH LIFE- $955,000 to help strengthen connections between individuals and the Jewish community, promote Jewish growth and learning, strengthen organizations and develop leaders. (For informational purposes only- activity is not included in the Rose Community Foundation Form 990). |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 1 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 10071585 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 13922 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 13922 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 15677 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 72545 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 88222 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 348307 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 348307 |
| IRS990/ForeignActivitiesInd | 0 | 1 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 14 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 15 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 16 | 16.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 17 | 16.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 18 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 19 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 20 | 39.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 21 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 22 | 39.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 24.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 24.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 18 | 39.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 19 | 39.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 20 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 21 | 39.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 22 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 25469 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 17 | 19551 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 18 | 17772 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 19 | 18082 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 20 | 15040 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 21 | 15596 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 22 | 14882 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Jerrold L Glick |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Rob Klugman |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Milroy A Alexander |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Judy Altenberg |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Jennifer Atler Fischer |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Steven A Cohen |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | Lisa Reckler Cohn |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Katherine Gold |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | William N Lindsay III |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Brad Kornfeld |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Monte Moses PhD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | Kathy Neustadt |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | Jeannie Ritter |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | Lisa Robinson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | Michael Touff |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | Brian Wilkinson |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | Sheila Bugdanowitz |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | Anne Garcia |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | Elsa Holguin |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 19 | Lisa Farber Miller |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 20 | Mark Hockenberg |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 21 | Therese Ellery |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 22 | Carlos Martinez |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 224101 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 17 | 117965 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 18 | 150913 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 19 | 141062 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 21 | 108532 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 22 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 94179 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 17 | 49575 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 20 | 120159 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 21 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 22 | 105094 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | Chair |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Secretary |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | Trustee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | President & CEO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | Treasurer, CFO & COO |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | Program Officer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 19 | Program Officer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 20 | Controller |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 21 | Program Officer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 22 | Exec Dir Latino Cmty Fdn of CO |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/Form990TFiledInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1995 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 1775760 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 16 |
| IRS990/GrantAmt | 0 | 8163311 |
| IRS990/GrantsPayableGrp/BOYAmt | 0 | 4329601 |
| IRS990/GrantsPayableGrp/EOYAmt | 0 | 2824171 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 8163311 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 8163311 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 1775760 |
| IRS990/GrossReceiptsAmt | 0 | 5305665 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 16 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 5 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 4486 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 20761 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 25247 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 3597414 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 3274492 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | -322922 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 120287614 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 114151338 |
| IRS990/InvestmentsProgramRelatedGrp/BOYAmt | 0 | 500000 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 500000 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 172763218 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 181890728 |
| IRS990/IRPDocumentCnt | 0 | 8 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CO |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 0 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 1 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 1 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | See Schedule O.The purpose of the Foundation is to enhance the quality of life in the seven-county greater Denver community by identifying and supporting programs in the areas of aging, child and family development, education, health and Jewish life. The Foundation promotes strategic philanthropy by engaging with donors to help them make thoughtful decisions to achieve their philanthropic goals. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 208666512 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 212321289 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 1714401 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 1775760 |
| IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt | 0 | 61359 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | -312838 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 9219632 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/ManagementAndGeneralAmt | 0 | 32034 |
| IRS990/OccupancyGrp/ProgramServicesAmt | 0 | 148237 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 180271 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 11420 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 52847 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 64267 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 850 |
| IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt | 0 | 26627 |
| IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt | 0 | 123213 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 149840 |
| IRS990/OtherExpensesGrp/Desc | 0 | Communications expense |
| IRS990/OtherExpensesGrp/Desc | 1 | Grants Refunded |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 24921 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 115320 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | -116500 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 140241 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | -116500 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 75858988 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 71084969 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | Other Income |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 2000 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 2000 |
| IRS990/OtherRevenueTotalAmt | 0 | 2000 |
| IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt | 0 | 210367 |
| IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt | 0 | 973465 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 1183832 |
| IRS990/OwnWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 17546 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 81191 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 98737 |
| IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt | 0 | 13408 |
| IRS990/PensionPlanContributionsGrp/ProgramServicesAmt | 0 | 62044 |
| IRS990/PensionPlanContributionsGrp/TotalAmt | 0 | 75452 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 1000 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 1000 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | Anne Garcia |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgSrvcAccomActy2Grp/Desc | 0 | Rose Community Foundation (EN #84-0920862), an organization supported by Rose Foundation, had key program achievements in 2016 in three areas. DONOR DEVELOPMENT: Donors and aligned funders contributed $6,797,000 to the Foundation, eight new advised funds were established and 12 new planned gifts were made. FUND DISTRIBUTIONS: Donor's recommended grants totaled $2,734,000 to a broad range of community interests. ENDOWMENT SERVICES: The Foundation received $2,696,000 in contributions for new and existing permanent endowment and designated funds for local nonprofit organizations. The Foundation paid out $5,532,000 to local nonprofit organizations who have established permanent endowments and designated funds at the Foundation. |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 46032 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 9211045 |
| IRS990/PYInvestmentIncomeAmt | 0 | 9019846 |
| IRS990/PYOtherExpensesAmt | 0 | 507558 |
| IRS990/PYOtherRevenueAmt | 0 | 1107 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 0 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -2401780 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 1750162 |
| IRS990/PYTotalExpensesAmt | 0 | 11468765 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 9066985 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -5565705 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 1 |
| IRS990/RelatedOrganizationsAmt | 0 | 248978 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $286,232,429
- Liabilities
- $73,911,140
- Net assets
- $212,321,289
- Revenue
- $5,305,665
- Expenses
- $10,871,370
- Net income
- -$5,565,705