Civic Intelligence

Aspen Valley Medical Foundation

EIN 84-0643721 • 501(c)3 • Aspen, CO

Profile

Provides financial resources and philanthropic leadership to meet rising health and human needs in the roaring fork valley for health care, health and human service organizations and the community.

504 Midland Park PlaceAspen, CO 81611

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2016

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

3rd percentile

-978%

Higher net margin than 3% of similar nonprofits.

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

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

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

Asset Growth

9th percentile

-100%

Faster asset growth than 9% of similar nonprofits.

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

Revenue Growth

5th percentile

-96%

Faster revenue growth than 5% of similar nonprofits.

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

Assets

Down

$0

Down $13,182 (-100%) from 2015

Liabilities

Down

$0

Down $11,317 (-100%) from 2015

Net Assets

Down

$0

Down $1,865 (-100%) from 2015

Revenue

Down

$1,302

Down $32,700 (-96%) from 2015

Expenses

Down

$14,032

Down $20,523 (-59%) from 2015

Net Income

Down

-$12,730

Down $12,177 (-2202%) from 2015

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0-$5.0MAssets 2010: $11,228,403Liabilities 2010: $2,669,668Net Assets 2010: $8,558,7352010Assets 2011: $10,296,426Liabilities 2011: $2,465,797Net Assets 2011: $7,830,6292011Assets 2012: $8,085,423Liabilities 2012: $2,837,170Net Assets 2012: $5,248,2532012Assets 2013: $5,534,562Liabilities 2013: $1,429,266Net Assets 2013: $4,105,2962013Assets 2014: $33,088Liabilities 2014: $70,594Net Assets 2014: -$37,5062014Assets 2015: $13,182Liabilities 2015: $11,317Net Assets 2015: $1,8652015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$5.0M$0-$5.0MExpenses 2010: $2,791,2912010Revenue 2011: $2,955,641Expenses 2011: $2,751,616Net Income 2011: $204,0252011Revenue 2012: $1,192,596Expenses 2012: $3,680,559Net Income 2012: -$2,487,9632012Revenue 2013: $2,744,865Expenses 2013: $2,766,461Net Income 2013: -$21,5962013Revenue 2014: $47,205Expenses 2014: $4,225,232Net Income 2014: -$4,178,0272014Revenue 2015: $34,002Expenses 2015: $34,555Net Income 2015: -$5532015Revenue 2016: $1,302Expenses 2016: $14,032Net Income 2016: -$12,7302016

Highlighted filing

2016

Revenue$1,302
Expenses$14,032
Net Income-$12,730

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 28, 2016
Signed
Jan 16, 2017
Return Version
2015v3.0
Gross Receipts
$1,302
Mission and Program Overview

Mission

Provides financial resources and philanthropic leadership to meet rising health and human needs in the roaring fork valley for health care, health and human service organizations and the community.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION CEASED OPERATIONS AS OF 12/28/16. $2,184 REMAINED AT CESSATION. THIS WAS DONATED TO NONPROFIT ORGANIZATIONS.$2,184$2,184
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAVANAUGH O'LEARYChair/Pres/Sec-$0--
TOM GRIFFITHSVice Chair/Vice Pres/Treas-$0--
Filing and Contact Details

Filer

Filer Name
Aspen Valley Foundation
EIN
84-0643721
Phone
9709259420
Address
504 MIDLAND PARK PLACE, ASPEN, CO 81611

Signing Officer

Name
Tom Griffiths
Title
Treasurer
Phone
9705441298
Signed
2017-01-16
Discuss with paid preparer
Yes

Preparer

Firm
Reese Henry & Company Inc
Address
400 East Main St Suite 2, Aspen, CO 81611
Preparer
Denise Jurgens CPA
Phone
9709253771
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 4 - Other Investment Income

Description: INTEREST INCOME. Amount: 1.

Form 990-EZ, Part I, Line 8 - Other Revenue

Description: LEGAL RETAINER REFUND. Amount: 1,301.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: CASH. Grantee Name: MOUNTAIN RESCUE ASPEN, INC.. Grantee Address: 37925 HWY 82 ASPEN, CO 81611. Grantee Relationship: NONE. Property Description: CASH. Date of Gift: 12/28/16. Amount Given: 728.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: CASH. Grantee Name: THE THRIFT SHOP. Grantee Address: PO BOX 126 ASPEN, CO 81612. Grantee Relationship: NONE. Property Description: CASH. Date of Gift: 12/28/16. Amount Given: 728.

Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid

Activity Classification: CASH. Grantee Name: ASPEN YOUTH CENTER. Grantee Address: PO BOX 8266 ASPEN, CO 81612. Grantee Relationship: NONE. Property Description: CASH. Date of Gift: 12/28/16. Amount Given: 728. Total included on Form 990-EZ, line 10: 2,184.

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: BANK FEES. Amount: 175. Description: INSURANCE. Amount: 5,544. Total to Form 990-EZ, line 16: 5,719.

Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets

Description: PRIOR YEAR ACCRUAL ADJUSTMENTS. Amount: 10,865.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 11,317. End of Year Amount: 0. Description: ANNUITY PAYMENTS DUE. Beg. of Year Amount: 0. End of Year Amount: 0.

Raw XML Appendix204 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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IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt02184
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IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt034000
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IRS990ScheduleA/PublicSupportCY170Pct00.35070
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IRS990ScheduleA/SubstantialContributorsTotAmt03304184
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt034000
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt05415598
IRS990ScheduleA/TotalSupportAmt06020413
IRS990ScheduleN/AssetsDistributedInd01
IRS990ScheduleN/AttorneyGeneralNotifiedInd01
IRS990ScheduleN/BondsOutstandingInd00
IRS990ScheduleN/DirectorOfSuccessor2Ind00
IRS990ScheduleN/DirectorOfSuccessorInd00
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc1CASH
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc2CASH
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0MOUNTAIN RESCUE ASPEN INC
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt1THE THRIFT SHOP
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt2ASPEN YOUTH CENTER
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02016-12-28
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IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0CASH
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IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt037925 HIGHWAY 82
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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0ARTICLES OF DISSOLUTION WERE FILED WITH THE COLORADO SECRETARY OF STATE ON DECEMBER 23, 2015. THE ORGANIZATION WORKED TO PAY OFF ITS DEBTS IN 2016. THE ORGANIZATION DISTRIBUTED ALL REMAINING FUNDS TO NONPROFIT ORGANIZATIONS ON DECEMBER 28, 2016.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE N
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: INTEREST INCOME. Amount: 1.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: LEGAL RETAINER REFUND. Amount: 1,301.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Activity Classification: CASH. Grantee Name: MOUNTAIN RESCUE ASPEN, INC.. Grantee Address: 37925 HWY 82 ASPEN, CO 81611. Grantee Relationship: NONE. Property Description: CASH. Date of Gift: 12/28/16. Amount Given: 728.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Activity Classification: CASH. Grantee Name: THE THRIFT SHOP. Grantee Address: PO BOX 126 ASPEN, CO 81612. Grantee Relationship: NONE. Property Description: CASH. Date of Gift: 12/28/16. Amount Given: 728.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Activity Classification: CASH. Grantee Name: ASPEN YOUTH CENTER. Grantee Address: PO BOX 8266 ASPEN, CO 81612. Grantee Relationship: NONE. Property Description: CASH. Date of Gift: 12/28/16. Amount Given: 728. Total included on Form 990-EZ, line 10: 2,184.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Description: BANK FEES. Amount: 175. Description: INSURANCE. Amount: 5,544. Total to Form 990-EZ, line 16: 5,719.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Description: PRIOR YEAR ACCRUAL ADJUSTMENTS. Amount: 10,865.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Description: ACCOUNTS PAYABLE. Beg. of Year Amount: 11,317. End of Year Amount: 0. Description: ANNUITY PAYMENTS DUE. Beg. of Year Amount: 0. End of Year Amount: 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 4 - Other Investment Income
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 8 - Other Revenue
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts Paid
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 20 - Other Changes in Net Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part II, Line 26 - Other Liabilities
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Tom Griffiths
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum09705441298
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-01-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASPEN VALLEY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ASPE
ReturnHeader/Filer/EIN0840643721
ReturnHeader/Filer/PhoneNum09709259420
ReturnHeader/Filer/USAddress/AddressLine1Txt0504 MIDLAND PARK PLACE
ReturnHeader/Filer/USAddress/CityNm0ASPEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd081611
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0840803727
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Reese Henry & Company Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 East Main St Suite 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Aspen
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd081611
ReturnHeader/PreparerPersonGrp/PhoneNum09709253771
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Denise Jurgens CPA
ReturnHeader/ReturnTs02017-01-16T00:00:00-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-28
ReturnHeader/TaxYr02015

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