Civic Intelligence

Estes Park Institute

EIN 84-0683340 • 501(c)3 • Silverthorne, CO

Profile

NONE

PO Box 24039Silverthorne, CO 80497

www.estespark.org

Siviq Scores

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

Liabilities / Assets

67th percentile

0.01x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

79th percentile

0.06x

Higher debt load relative to revenue than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

33rd percentile

-8.1%

Higher net margin than 33% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

50th percentile

-1.7%

Faster asset growth than 50% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

99th percentile

1756%

Faster revenue growth than 99% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Assets

Down

$92,157

Down $1,630 (-1.7%) from 2024

Liabilities

Down

$1,000

Down $216 (-18%) from 2024

Net Assets

Down

$91,157

Down $1,414 (-1.5%) from 2024

Revenue

Up

$17,430

Up $16,491 (+1756%) from 2024

Expenses

Down

$18,844

Down $36,669 (-66%) from 2024

Net Income

Up

-$1,414

Up $53,160 (+97%) from 2024

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,903,587Liabilities 2011: $475,879Net Assets 2011: $1,427,7082011Assets 2012: $1,984,127Liabilities 2012: $629,558Net Assets 2012: $1,354,5692012Assets 2013: $2,474,630Liabilities 2013: $894,146Net Assets 2013: $1,580,4842013Assets 2014: $2,305,267Liabilities 2014: $732,004Net Assets 2014: $1,573,2632014Assets 2016: $2,214,525Liabilities 2016: $627,038Net Assets 2016: $1,587,4872016Assets 2017: $2,450,237Liabilities 2017: $735,773Net Assets 2017: $1,714,4642017Assets 2018: $1,980,397Liabilities 2018: $484,505Net Assets 2018: $1,495,8922018Assets 2019: $1,577,379Liabilities 2019: $724,221Net Assets 2019: $853,1582019Assets 2020: $1,150,853Liabilities 2020: $269,955Net Assets 2020: $880,8982020Assets 2021: $282,062Liabilities 2021: $7,295Net Assets 2021: $274,7672021Assets 2022: $369,593Liabilities 2022: $32Net Assets 2022: $369,5612022Assets 2023: $147,517Liabilities 2023: $372Net Assets 2023: $147,1452023Assets 2024: $93,787Liabilities 2024: $1,216Net Assets 2024: $92,5712024Assets 2025: $92,157Liabilities 2025: $1,000Net Assets 2025: $91,1572025

Highlighted filing

2025

Assets$92,157
Liabilities$1,000
Net Assets$91,157

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,120,343Expenses 2011: $1,979,292Net Income 2011: $141,0512011Revenue 2012: $1,802,882Expenses 2012: $2,051,757Net Income 2012: -$248,8752012Expenses 2013: $1,960,1742013Revenue 2014: $1,626,257Expenses 2014: $1,704,809Net Income 2014: -$78,5522014Revenue 2016: $1,936,537Expenses 2016: $2,083,426Net Income 2016: -$146,8892016Revenue 2017: $1,882,411Expenses 2017: $1,898,435Net Income 2017: -$16,0242017Revenue 2018: $2,045,748Expenses 2018: $2,052,063Net Income 2018: -$6,3152018Revenue 2019: $1,805,932Expenses 2019: $1,853,002Net Income 2019: -$47,0702019Revenue 2020: $990,355Expenses 2020: $1,348,061Net Income 2020: -$357,7062020Revenue 2021: -$2,871Expenses 2021: $603,260Net Income 2021: -$606,1312021Revenue 2022: $255,309Expenses 2022: $160,515Net Income 2022: $94,7942022Revenue 2023: $517Expenses 2023: $222,933Net Income 2023: -$222,4162023Revenue 2024: $939Expenses 2024: $55,513Net Income 2024: -$54,5742024Revenue 2025: $17,430Expenses 2025: $18,844Net Income 2025: -$1,4142025

Highlighted filing

2025

Revenue$17,430
Expenses$18,844
Net Income-$1,414

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.02$0.02$0.00
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.00$0.09$0.00$0.06$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.15$0.00$0.15$0.00$0.22$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.00$0.37$0.26$0.16$0.09
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.01$0.27$0.00$0.60$0.61
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.27$0.88$0.99$1.35$0.36
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.72$0.85$1.81$1.85$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.48$1.50$2.05$2.05$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.74$1.71$1.88$1.90$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.21$0.63$1.59$1.94$2.08$0.15
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.73$1.57$1.63$1.70$0.08
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.47$0.89$1.58$1.96
2012Summary only. Only limited summary data is available for this year.$1.98$0.63$1.35$1.80$2.05$0.25
2011Summary only. Only limited summary data is available for this year.$1.90$0.48$1.43$2.12$1.98$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 19, 2026
Return Version
2024v5.5
Gross Receipts
$17,430
Mission and Program Overview

Mission

NONE

To educate teams of physician leaders, board members and health care managers so that they can better serve their patients and all people in their local communities and can exercise leadership in the field.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$93,787$75,325▼ $18,462
Accounts Receivable$0$16,832▲ $16,832
Total Assets$93,787$92,157▼ $1,630
Liabilities
Accounts Payable and Accrued Expenses$1,216$1,000▼ $216
Total Liabilities$1,216$1,000▼ $216
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$92,571$91,157▼ $1,414
Total Net Assets Fund Balance$92,571$91,157▼ $1,414
Total Liabilities and Net Assets / Fund Balance$93,787$92,157▼ $1,630
Compensation and Service Providers

Board Members and Trustees

NameTitle
Steven TringaleCEO / Board Chair
Della LinBoard Member
Gary KaplanBoard Member
Leanne CarlsonBoard Member
John TiscorniaBoard Secretary
Stuart AltmanBoard Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$17,430
Other Revenue
$0
Change in Net Assets
$-1,414
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,844
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-$18,844-$18,844
Total Functional Expenses$0$18,844$0$18,844
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
Business relationship with 35% controlled entity
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
No
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 rm advisory llc. The initial review is performed by the vice president/accountant and the final review is performed by the ceo. Once the final review by ceo 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 tiscornia - 7683 se 27th street #313, mercer island, wa 98040. Leanne carlson - kaiser institute, po box 339, brighton, co 80601. Della lin - 893 kaohe place, honolulu, hi 96825. Gary kaplan - virginia mason team medicine, po box 900, seattle, wa 98011. Stuart altman - 11 bakers hill road, weston, ma 02493. Steven tringale - tringale health strategies, llc, 529 main street ste 604, charlestown, ma 02129.

Filing and Contact Details

Filer

Filer Name
Estes Park Institute
EIN
84-0683340
Phone
3037617709
Address
PO BOX 24039, SILVERTHORNE, CO 80497
Doing Business As
Estes Park Institute

Signing Officer

Name
Kelly Klocke
Title
Vice President
Phone
3037617709
Signed
2026-01-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kelly Klocke
Formed
1974
Legal Domicile
Co
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Rm Advisory LLC
Address
9780 S MERIDIAN BLVD SUITE 500, ENGLEWOOD, CO 80112
Preparer
Jenny Trask
Phone
3037216131
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Consulting fees - accu-keep business services, inc.: program service expenses 0. Management and general expenses 12,000. Fundraising expenses 0. Total expenses 12,000. Data base maintenance: program service expenses 0. Management and general expenses 198. Fundraising expenses 0. Total expenses 198. General office expenses: program service expenses 0. Management and general expenses 6,646. Fundraising expenses 0. Total expenses 6,646.

Raw XML Appendix313 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01216
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01000
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt016832
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO EDUCATE TEAMS OF PHYSICIAN LEADERS, BOARD MEMBERS AND HEALTH CARE MANAGERS SO THAT THEY CAN BETTER SERVE THEIR PATIENTS AND ALL PEOPLE IN THEIR LOCAL COMMUNITIES AND CAN EXERCISE LEADERSHIP IN THE FIELD.
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IRS990/BooksInCareOfDetail/USAddress/CityNm0SILVERTHORNE
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IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt018844
IRS990/FeesForServicesOtherGrp/TotalAmt018844
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IRS990/Form990PartVIISectionAGrp/PersonNm4STUART ALTMAN
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CEO / BOARD CHAIR
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IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt017430
IRS990/GroupReturnForAffiliatesInd00
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IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY RM ADVISORY LLC. THE INITIAL REVIEW IS PERFORMED BY THE VICE PRESIDENT/ACCOUNTANT AND THE FINAL REVIEW IS PERFORMED BY THE CEO. ONCE THE FINAL REVIEW BY CEO 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 TISCORNIA - 7683 SE 27TH STREET #313, MERCER ISLAND, WA 98040. LEANNE CARLSON - KAISER INSTITUTE, PO BOX 339, BRIGHTON, CO 80601. DELLA LIN - 893 KAOHE PLACE, HONOLULU, HI 96825. GARY KAPLAN - VIRGINIA MASON TEAM MEDICINE, PO BOX 900, SEATTLE, WA 98011. STUART ALTMAN - 11 BAKERS HILL ROAD, WESTON, MA 02493. STEVEN TRINGALE - TRINGALE HEALTH STRATEGIES, LLC, 529 MAIN STREET STE 604, CHARLESTOWN, MA 02129.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CONSULTING FEES - ACCU-KEEP BUSINESS SERVICES, INC.: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 12,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,000. DATA BASE MAINTENANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 198. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 198. GENERAL OFFICE EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,646. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,646.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
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
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt093787
IRS990/TotalAssetsEOYAmt092157
IRS990/TotalAssetsGrp/BOYAmt093787
IRS990/TotalAssetsGrp/EOYAmt092157
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018844
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt018844
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01216
IRS990/TotalLiabilitiesEOYAmt01000
IRS990/TotalLiabilitiesGrp/BOYAmt01216
IRS990/TotalLiabilitiesGrp/EOYAmt01000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt092571
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt091157
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt017430
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt017430
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt093787
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt092157
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 24039
IRS990/USAddress/CityNm0SILVERTHORNE
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080497
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.ESTESPARK.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KELLY KLOCKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03037617709
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ESTES PARK INSTITUTE
ReturnHeader/Filer/BusinessNameControlTxt0ESTE
ReturnHeader/Filer/EIN0840683340
ReturnHeader/Filer/PhoneNum03037617709
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 24039
ReturnHeader/Filer/USAddress/CityNm0SILVERTHORNE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080497
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0332394145
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RM ADVISORY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09780 S MERIDIAN BLVD SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENGLEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080112
ReturnHeader/PreparerPersonGrp/PhoneNum03037216131
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JENNY TRASK
ReturnHeader/ReturnTs02026-01-19T12:51:26-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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