Civic Intelligence

Cms Education Foundation

990 • Fiscal year 2023 • EIN 84-0941363

Oct 01, 2022 to Sep 30, 2023 • Filed on Aug 13, 2024

Organization ProfileWWW.CMS.ORG/ABOUT/EDUCATION-FOUNDATION
7351 E Lowry Blvd Ste 110Denver, CO 80230

(720) 859-1001

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

97th percentile

91%

Higher net margin than 97% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

96th percentile

229%

Faster asset growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

98th percentile

654%

Faster revenue growth than 98% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$411,750

Up $286,760 (+229%) from 2022

Net Assets

Up

$408,970

Up $298,980 (+272%) from 2022

Liabilities

Down

$2,780

Down $12,220 (-81%) from 2022

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin97th percentile

Revenue

Up

$326,759

Up $283,426 (+654%) from 2022

Expenses

Down

$30,225

Down $1,396 (-4.4%) from 2022

Net Income

Up

$296,534

Up $284,822 (+2432%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth96th percentile

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

$600K$400K$200K$0Assets 2010: $11,107Net Assets 2010: $11,1072010Assets 2011: $11,450Net Assets 2011: $11,4502011Assets 2012: $6,536Net Assets 2012: $6,5362012Assets 2013: $23,964Net Assets 2013: $23,9642013Assets 2014: $7,580Net Assets 2014: $7,5802014Assets 2015: $3,465Net Assets 2015: $3,4652015Assets 2016: $2,354Net Assets 2016: $2,3542016Assets 2017: $3,959Net Assets 2017: $3,9592017Assets 2018: $2,588Net Assets 2018: $2,5882018Assets 2019: $50,495Net Assets 2019: $50,4952019Assets 2020: $185,412Liabilities 2020: $50,000Net Assets 2020: $135,4122020Assets 2021: $142,136Net Assets 2021: $142,1362021Assets 2022: $124,990Liabilities 2022: $15,000Net Assets 2022: $109,9902022Assets 2023: $411,750Liabilities 2023: $2,780Net Assets 2023: $408,9702023Assets 2024: $478,849Liabilities 2024: $1,500Net Assets 2024: $477,3492024

Highlighted filing

2023

Assets$411,750
Liabilities$2,780
Net Assets$408,970
Open 2023 Filing

Operations Trend

Revenue Growth98th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2010: $38,805Expenses 2010: $31,000Net Income 2010: $7,8052010Revenue 2011: $30,343Expenses 2011: $30,000Net Income 2011: $3432011Revenue 2012: $34,216Expenses 2012: $39,130Net Income 2012: -$4,9142012Revenue 2013: $39,092Expenses 2013: $21,664Net Income 2013: $17,4282013Revenue 2014: $25,216Expenses 2014: $41,600Net Income 2014: -$16,3842014Revenue 2015: $32,485Expenses 2015: $36,600Net Income 2015: -$4,1152015Revenue 2016: $14,529Expenses 2016: $15,640Net Income 2016: -$1,1112016Revenue 2017: $23,230Expenses 2017: $21,625Net Income 2017: $1,6052017Revenue 2018: $24,759Expenses 2018: $26,130Net Income 2018: -$1,3712018Revenue 2019: $68,542Expenses 2019: $20,635Net Income 2019: $47,9072019Revenue 2020: $75,213Expenses 2020: $2,110Net Income 2020: $73,1032020Revenue 2021: $18,828Expenses 2021: $34,552Net Income 2021: -$15,7242021Revenue 2022: $43,333Expenses 2022: $31,621Net Income 2022: $11,7122022Revenue 2023: $326,759Expenses 2023: $30,225Net Income 2023: $296,5342023Revenue 2024: $43,299Expenses 2024: $32,171Net Income 2024: $11,1282024

Highlighted filing

2023

Revenue$326,759
Expenses$30,225
Net Income$296,534
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Aug 13, 2024
Return Version
2022v5.0
Gross Receipts
$354,148
Mission and Program Overview

Mission

To provide scholarships and donations for educational causes

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$107,355$392,492▲ $285,137
Savings and Temporary Cash Investments$17,635$19,258▲ $1,623
Total Assets$124,990$411,750▲ $286,760
Liabilities
Accounts Payable and Accrued Expenses$15,000$2,780▼ $12,220
Total Liabilities$15,000$2,780▼ $12,220
Net Assets / Fund Balance
Net Assets With Donor Restrictions$36,260$294,593▲ $258,333
Net Assets Without Donor Restrictions$73,730$114,377▲ $40,647
Total Net Assets Fund Balance$109,990$408,970▲ $298,980
Total Liabilities and Net Assets / Fund Balance$124,990$411,750▲ $286,760
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Hap Young MdChair
Dean HolzkampCOO
Dave DownsMember
David Ross Do FacepMember
Jack L Berry MdMember
Mark Deutchman MdMember
Mark Levine MdMember
Patrick Pevoto MdMember
William G Rainer Jr MdMember
Revenue and Support

Revenue Composition

Contributions and Grants
$322,247
Program Service Revenue
$0
Investment Income
$4,512
Other Revenue
$0
All Other Contributions
$12,000
Change in Net Assets
$296,534
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,000
Other Expenses$4,225
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,000--$25,000
Fees for Services Accounting-$2,780-$2,780
Fees for Service Investment Mgmnt Fees-$1,445-$1,445
Grants to Domestic Individuals$1,000--$1,000
Total Functional Expenses$26,000$4,225$0$30,225
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, Page 6, Part VI, Line 11B

“The 990 is provided to the board members by email.”

Form 990, Page 6, Part VI, Line 12C

“Each board member signs the written conflict of interest policy. It is operationalized by asking for potential conflicts at the start of every board meeting.”

Form 990, Page 6, Part VI, Line 19

“The organization provides upon request.”

Filing and Contact Details

Filer

Filer Name
Cms Education Foundation
EIN
84-0941363
Phone
7208591001
Address
7351 E LOWRY BLVD STE 110, DENVER, CO 80230

Signing Officer

Name
Dean Holzkamp
Title
COO
Phone
3037486113
Signed
2024-08-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dean Holzkamp
Formed
1983
Legal Domicile
Co
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
8

Preparer

Firm
Jds Professional Group
Address
10303 E DRY CREEK RD STE 400, ENGLEWOOD, CO 80112
Preparer
Lori B Bauer CPA
Phone
3037710123
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Net unrealized gains 2,446”

Raw XML Appendix378 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt015000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02780
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE SCHOLARSHIPS AND DONATIONS FOR EDUCATIONAL CAUSES
IRS990/AddressChangeInd0X
IRS990/AllOtherContributionsAmt012000
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/PersonNm0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum07208591001
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt07351 E LOWRY BLVD STE 110
IRS990/BooksInCareOfDetail/USAddress/CityNm0DENVER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd080230
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0322247
IRS990/CYGrantsAndSimilarPaidAmt026000
IRS990/CYInvestmentIncomeAmt04512
IRS990/CYOtherExpensesAmt04225
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0296534
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt030225
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0326759
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDE MEDICAL SCHOOL SCHOLARSHIPS AND SCIENCE FAIR DONATIONS FOR THE ADVANCEMENT OF EDUCATION
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt036260
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0294593
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt026000
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02780
IRS990/FeesForServicesAccountingGrp/TotalAmt02780
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01445
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01445
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0HAP YOUNG MD
IRS990/Form990PartVIISectionAGrp/PersonNm1JACK L BERRY MD
IRS990/Form990PartVIISectionAGrp/PersonNm2MARK DEUTCHMAN MD
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVE DOWNS
IRS990/Form990PartVIISectionAGrp/PersonNm4MARK LEVINE MD
IRS990/Form990PartVIISectionAGrp/PersonNm5PATRICK PEVOTO MD
IRS990/Form990PartVIISectionAGrp/PersonNm6WILLIAM G RAINER JR MD
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID ROSS DO FACEP
IRS990/Form990PartVIISectionAGrp/PersonNm8DEAN HOLZKAMP
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8COO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt01291
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt026000
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt025000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt025000
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt028680
IRS990/GrossReceiptsAmt0354148
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt08
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt03221
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03221
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0107355
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0392492
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt027389
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt05613
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE SCHOLARSHIPS AND DONATIONS FOR EDUCATIONAL CAUSES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0109990
IRS990/NetAssetsOrFundBalancesEOYAmt0408970
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01291
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01291
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt073730
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0114377
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt02446
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DEAN HOLZKAMP
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt026300
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt029200
IRS990/PYInvestmentIncomeAmt016983
IRS990/PYOtherExpensesAmt02421
IRS990/PYOtherRevenueAmt050
IRS990/PYRevenuesLessExpensesAmt011712
IRS990/PYTotalExpensesAmt031621
IRS990/PYTotalRevenueAmt043333
IRS990/ReconcilationRevenueExpnssAmt0296534
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt0304634
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt017635
IRS990/SavingsAndTempCashInvstGrp/EOYAmt019258
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0322247
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt026300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt016945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt074316
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt068530
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0508338
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03221
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02768
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01883
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0897
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt012
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt08781
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97400
IRS990ScheduleA/PublicSupportPY170Pct00.70820
IRS990ScheduleA/PublicSupportTotal170Amt0503680
IRS990ScheduleA/SubstantialContributorsTotAmt04658
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0322247
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt026300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt016945
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt074316
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt068530
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0508338
IRS990ScheduleA/TotalSupportAmt0517119
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS PROVIDED TO THE BOARD MEMBERS BY EMAIL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH BOARD MEMBER SIGNS THE WRITTEN CONFLICT OF INTEREST POLICY. IT IS OPERATIONALIZED BY ASKING FOR POTENTIAL CONFLICTS AT THE START OF EVERY BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION PROVIDES UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NET UNREALIZED GAINS 2,446
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0true
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0COLORADO MEDICAL SOCIETY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1COLORADO MEDICAL SOCIETY FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0840174440
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1841390157
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C6
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0MED ASSOC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt07351 LOWRY BLVD SUITE 110
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt17351 LOWRY BLVD SUITE 110
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0DENVER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1DENVER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd080230
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd180230
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0COLORADO MEDICAL SOCIETY FOUNDATION DISSOLVED DURING THE FISCAL YEAR AND DONATED THE REMAINDER OF THEIR FUNDS TO THIS ORGANIZATION.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE R
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0304634
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0CMS FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0124990
IRS990/TotalAssetsEOYAmt0411750
IRS990/TotalAssetsGrp/BOYAmt0124990
IRS990/TotalAssetsGrp/EOYAmt0411750
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0322247
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04225
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt026000
IRS990/TotalFunctionalExpensesGrp/TotalAmt030225
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015000
IRS990/TotalLiabilitiesEOYAmt02780
IRS990/TotalLiabilitiesGrp/BOYAmt015000
IRS990/TotalLiabilitiesGrp/EOYAmt02780
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0109990
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0408970
IRS990/TotalProgramServiceExpensesAmt026000
IRS990/TotalRevenueGrp/ExclusionAmt04512
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0326759
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0124990
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0411750
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07351 E LOWRY BLVD STE 110
IRS990/USAddress/CityNm0DENVER
IRS990/USAddress/StateAbbreviationCd0CO
IRS990/USAddress/ZIPCd080230
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0WWW.CMS.ORG/ABOUT/EDUCATION-FOUNDATION
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEAN HOLZKAMP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COO
ReturnHeader/BusinessOfficerGrp/PhoneNum03037486113
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CMS EDUCATION FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CMSE
ReturnHeader/Filer/EIN0840941363
ReturnHeader/Filer/PhoneNum07208591001
ReturnHeader/Filer/USAddress/AddressLine1Txt07351 E LOWRY BLVD STE 110
ReturnHeader/Filer/USAddress/CityNm0DENVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080230
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0208019714
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JDS PROFESSIONAL GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010303 E DRY CREEK RD STE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENGLEWOOD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd080112
ReturnHeader/PreparerPersonGrp/PhoneNum03037710123
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI B BAUER CPA
ReturnHeader/ReturnTs02024-08-14T15:23:17-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-10-01
ReturnHeader/TaxPeriodEndDt02023-09-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$411,750
Liabilities
$2,780
Net assets
$408,970
Revenue
$326,759
Expenses
$30,225
Net income
$296,534
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.79$0.02$4.77$0.43$0.32$0.11
2023Detailed filing. Detailed filing data is available for this year.$4.12$0.03$4.09$3.27$0.30$2.97
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.15$1.10$0.43$0.32$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.42$1.42$0.19$0.35$0.16
2020Detailed filing. Detailed filing data is available for this year.$1.85$0.50$1.35$0.75$0.02$0.73
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.50$0.69$0.21$0.48
2018Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.25$0.26$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.04$0.04$0.23$0.22$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.02$0.02$0.15$0.16$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.03$0.03$0.32$0.37$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.25$0.42$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.24$0.39$0.22$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.07$0.34$0.39$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.11$0.30$0.30$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.11$0.39$0.31$0.08