Civic Intelligence

Pueblo Stepup

990 • Fiscal year 2010 • EIN 84-1234295

Jul 01, 2009 to Jun 30, 2010 • Filed on Apr 11, 2011

1925 E Orman Ave81004
Siviq Scores

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

Liabilities / Assets

70th percentile

0.28x

Higher debt load relative to assets than 70% of similar nonprofits.

2010 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$696,195

No earlier filing loaded for comparison.

Net Assets

$500,039

No earlier filing loaded for comparison.

Liabilities

$196,156

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$626,780

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.0M$0-$1.0MAssets 2010: $696,195Liabilities 2010: $196,156Net Assets 2010: $500,0392010Assets 2011: $629,990Liabilities 2011: $163,908Net Assets 2011: $466,0822011Assets 2012: $874,938Liabilities 2012: $137,487Net Assets 2012: $737,4512012Assets 2013: $618,455Liabilities 2013: $170,538Net Assets 2013: $447,9172013Assets 2014: $509,270Liabilities 2014: $228,744Net Assets 2014: $280,5262014Assets 2015: $640,093Liabilities 2015: $479,944Net Assets 2015: $160,1492015Assets 2016: $599,588Liabilities 2016: $1,130,693Net Assets 2016: -$531,1052016Assets 2017: $691,755Liabilities 2017: $339,500Net Assets 2017: $352,2552017Assets 2018: $659,793Liabilities 2018: $398,383Net Assets 2018: $261,4102018Assets 2019: $961,009Liabilities 2019: $1,179,685Net Assets 2019: -$218,6762019Assets 2020: $1,311,109Liabilities 2020: $1,613,171Net Assets 2020: -$302,0622020

Highlighted filing

2010

Assets$696,195
Liabilities$196,156
Net Assets$500,039

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $626,7802010Expenses 2011: $715,7032011Expenses 2012: $648,9412012Revenue 2013: $609,437Expenses 2013: $898,971Net Income 2013: -$289,5342013Revenue 2014: $750,436Expenses 2014: $929,941Net Income 2014: -$179,5052014Revenue 2015: $668,170Expenses 2015: $785,389Net Income 2015: -$117,2192015Revenue 2016: $488,931Expenses 2016: $1,149,703Net Income 2016: -$660,7722016Revenue 2017: $2,110,644Expenses 2017: $2,010,141Net Income 2017: $100,5032017Revenue 2018: $1,756,880Expenses 2018: $1,925,623Net Income 2018: -$168,7432018Revenue 2019: $1,384,744Expenses 2019: $1,880,858Net Income 2019: -$496,1142019Revenue 2020: $1,089,108Expenses 2020: $1,156,838Net Income 2020: -$67,7302020

Highlighted filing

2010

Revenue-
Expenses$626,780
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2009 to Jun 30, 2010
Signed
Apr 11, 2011
Return Version
2009v1.7
Gross Receipts
$690,231
Mission and Program Overview

Mission

Pueblo stepup is a 501(c)(3) nonprofit organization in pueblo whose mission is to positively impact the health, well-being, and access to health care for pueblo's under served. (continued on schedule o)

Filing and Contact Details

Filer

EIN
84-1234295
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IRS990/MissionDescription0Pueblo StepUp is a 501 (c)(3) nonprofit organization in Pueblo whose mission is to positively impact the health, well-being, wellness and access to healthcare for Pueblo's underserved. We provide access to health and wellness services for at-risk members of our community, including the low-income, uninsured or underinsured populations of Pueblo. StepUp is the result of a merger of two health and wellness agencies serving low-income, medically underserved populations: Pueblo SET for Well Being and Pueblo Coalition for the Medically Underserved. StepUp offers programs that promote wellness and chronic disease prevention primarily to seniors, pregnant women and children. Pueblo StepUp enrolls eligible children into the child health plan plus and Medicaid in cooperation with the local Pueblo city school district. OUR AGENCY ASSISTS CHP+ AND MEDICAID CLIENTS IN OBTAINING MEDICAL PROVIDERS AND RECEIVING ACCESS TO SERVICES AND PRESCRIPTION MEDICATIONS. WITH THE EXCEPTION OF OUR FITNESS CLASSE
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0The intended use of the endowment funds is to build these funds so that eventually any interest income could assist the agency in paying its administrative overhead, instead of relying on funding from its parent and sister organizations. The principal will not be spent unless the agency would need the funds to continue operating. Funds would be used on an emergency basis only.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1Direct Fundraising Expense included in Book Income $4,911
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2Direct Fundraising Expenses Reclassed to Part VIII, Line 8 $4,911
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3Pueblo StepUp's financial information is included in the consolidated audited financial statements of Catholic Health Initiatives (CHI), a related organization. CHI's FIN 48 footnote for the year ended June 30, 2010 reads as follows: CHI is a tax-exempt Colorado corporation and has been granted an exemption from federal income tax under Section 501(c)(3) of the Internal Revenue Code. CHI owns certain taxable subsidiaries and engages in certain activities that are unrelated to its exempt purpose and therefore subject to income tax. Management annually reviews its tax positions and has determined that there are no material uncertain tax positions that require recognition in the consolidated financial statements.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0SCH. D, PART V, Q. 4
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1SCH. D, PART XII
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2SCH. D, PART XIII
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier3Form 990, Sch. D, Part XIV
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IRS990ScheduleJ/Form990ScheduleJPartIII/Explanation0Compensation for the top management official of Pueblo StepUp was established and paid by a related organization, centura health corporation (CHC). OUTSIDE CONSULTANTS ARE ENGAGED TO PROVIDE RECOMMENDATIONS TO CHC'S COMPENSATION COMMITTEE REGARDING THE COMPENSATION OF FACILITY CEOS. THE CONSULTANT'S RECOMMENDATIONS ARE THEN PRESENTED TO, reviewed by, AND APPROVED BY THE COMPENSATION COMMITTEE.
IRS990ScheduleJ/Form990ScheduleJPartIII/Identifier0Schedule J, Part I, Q. 3
IRS990ScheduleJ/Form990ScheduleJPartIII/ReturnReference0METHODS USED TO ESTABLISH EXECUTIVE DIRECTOR COMPENSATION
IRS990ScheduleJ/Form990ScheduleJPartII/NamePerson0Cindy Lau
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IRS990ScheduleO/GeneralExplanation/Explanation0I. Introduction: A. Market Based Organization Mission and Vision Pueblo StepUp is a 501 (c)(3) nonprofit organization in Pueblo whose mission is to positively impact the health, well-being and access to healthcare for Pueblo's underserved. We provide access to health and wellness services for at-risk members of our community, including the low-income, uninsured or underinsured populations of Pueblo. StepUp is the result of a merger of two health and wellness agencies serving low-income, medically underserved populations: Pueblo SET for Well Being and Pueblo Coalition for the Medically Underserved. StepUp offers programs that promote wellness and chronic disease prevention primarily to seniors, pregnant women and children. Pueblo StepUp enrolls eligible children into Child Health Plan Plus and Medicaid in partnership with both of Pueblo's school districts. Our agency assists CHP+ and Medicaid clients in obtaining medical providers and receiving access to services and prescription medications. With the exception of our fitness classes and our chronic disease self-management classes, all programs are free to clients. Fees for the above named programs are nominal and scholarships or payment programs are available to assist those people who cannot afford them. Pueblo StepUp's board of directors is comprised of independent representatives from diverse segments of the Pueblo community. B. Community Benefit Approach Pueblo StepUp's approach to providing community benefit focuses on connecting people to available medical, wellness and prevention resources. Pueblo County is a blue collar community with a high rate of poverty, large senior population and high teenage pregnancy rates. Our population has a high incidence of diabetes, asthma and heart disease. We go the extra mile to "round up" resources for people in need. Our target population is Pueblo County's medically underserved of all ages. Pueblo StepUp collaborates with St. Mary Corwin Medical Center, Parkview Medical Center, Pueblo City School District, District 70 School District, Pueblo Area Agency on Aging, Adult Resources for Care and Help, Pueblo Community Health Center, Southern Colorado Family Medicine, Catholic Charities, Senior Resource Development Agency, AARP, Pueblo Department of Social Services, Pueblo City/County Health Department and many other nonprofits and physician and dental offices. C. Financial Assistance Policies and Programs Pueblo StepUp educates the public regarding government and other programs for low-income persons. We do not charge a fee to assist clients in enrolling in programs for which they are eligible. II. Quantitative Description of Community Benefit: Estimated Number of People Served Benefits for the Poor: Wellness clinics 1,036 Children's Medicaid Case Management 5,105 Tai Chi & Arthritis Foundation Exercise 194 Chronic Disease Self Management Program 5 Assist Clients to Apply for Governmental Healthcare Programs 850 Assistance with rent rebate program 184 Total Benefits for the Poor 7,374 Total Benefits for the Community 7,374 StepUp supplied 3,603 total contact visits to the 1419 local seniors that we served. III. Qualitative Description of Community Benefit: A. Community Outreach for the Poor Senior Programs for Pueblo County low-income seniors: Pueblo StepUp provided monthly wellness clinic services at 6 locations to 1036 seniors who had a total of 1854 clinic visits. Many of these clients would not access preventive healthcare without these clinics. We taught Tai Chi and Arthritis Foundation exercises to 194 clients who attended a total of 1543 visits. These clients often experience increased mobility and a decrease in pain as a result of these classes. 184 senior clients were assisted in applying for rent rebates who would not otherwise access this program. 5 seniors took our Healthier Living Colorado, an evidence-based chronic disease self-management workshop, taught by StepUp Staff. Children's Programs for Pueblo County low-income ch
IRS990ScheduleO/GeneralExplanation/Explanation1The Executive Committee shall consist of only directors of the Corporation and shall be composed of the Chairperson of the Board, the Vice Chairperson of the Board, the President and Executive Director, and the Secretary. Each individual appointed to the Executive Committee shall serve for a term of one (1) year or until his or her successor is duly appointed by the Board of Directors. Any vacancy of an appointed Executive Committee membership may be filled for the unexpired portion of the term in the manner that the original committee member was appointed. Except as provided by law, the Executive Committee shall have and may exercise such powers as may be delegated to it by the Board of Directors. Additionally, the Executive Committee shall have and may exercise such powers to transact routine business of the Corporation in the interim period between regularly scheduled meetings of the Board of Directors, provided that such actions taken shall be consistent with and not conflict with any actions or policies of the Board of Directors or of the Corporate Member, with these Bylaws, or with applicable law. All actions taken by the Executive Committee shall be promptly reported to the Board of Directors at the next regular or annual meeting of the Board of Directors. The Executive Committee shall meet at such times as shall be determined by the Chairperson. The Executive Committee shall keep regular minutes of its proceedings and report the same to the Board of Directors at each regular meeting of the Board.
IRS990ScheduleO/GeneralExplanation/Explanation2The sole member of the Corporation shall be Catholic Health Initiatives, a Colorado nonprofit corporation (the "Corporate Member").
IRS990ScheduleO/GeneralExplanation/Explanation3THE SOLE MEMBER HAS THE POWER TO APPOINT, REPLACE OR REMOVE THE MEMBERS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/GeneralExplanation/Explanation4The organization's corporate member is CHI - COLORADO. Pursuant to Section 5.4 of the organization's bylaws, both CHI - COLORADO and Catholic Health Initiatives ("CHI") (CHI - COLORADO's sole corporate member) have reserved powers as outlined in the CHI governance matrix. Pursuant to the governance matrix the following rights are held by the CHI - COLORADO Board: - Approve members of the ORGANIZATION'S board - Amendment of the corporate documents of THE ORGANIZATION - Approve removal of a member of the governing body of THE ORGANIZATION - Adoption of long range and strategic plans for THE ORGANIZATION The following rights are reserved to the CHI Board directly or through powers delegated to the CHI Chief Executive Officer: - Substantial change in the mission or philosophy of the organization - Removal of a member of the governing body of the organization - Approval of issuance of debt by the organization - Approval of participation of the organization in a joint venture - Approval of formation of a new corporation by the organization - Approval of a merger involving the organization - Approval of the sale of all or substantially all of the assets of the organization - To require the transfer of assets by the organization to CHI to accomplish CHI's goals and objectives, and to satisfy CHI debts. Pursuant to Section 5.5.2 of the organization's bylaws, CHI - COLORADO or CHI may, in exercise of their approval powers, grant or withhold approval in whole or in part, or may, in its complete discretion, after consultation with the Board and its President and the Chief Executive Officer of the organization, recommend such other or different actions as it deems appropriate.
IRS990ScheduleO/GeneralExplanation/Explanation5THE PREPARED 990 IS FORWARDED BY E-MAIL FROM THE EXECUTIVE DIRECTOR TO MEMBERS OF THE FINANCE COMMITTEE, WHICH IS CHAIRED BY THE TREASURER OF THE BOARD OF DIRECTORS. ANY CHANGES OR QUESTIONS WILL BE SUBMITTED TO THE ENTIRE FINANCE COMMITTEE. THE DIRECTOR WILL THEN CONFIRM WITH THE TAX DEPARTMENT WHETHER THE COMMITTEE HAS ACCEPTED THE 990 AS PREPARED OR IF CHANGES ARE REQUIREd. AFTER APPROVAL, The tax department files the return with the appropriate federal agencies, making any non-substantive changes necessary to effect e-filing. Any such changes are not re-submitted.
IRS990ScheduleO/GeneralExplanation/Explanation6Members of the board are required to complete a questionnaire annually documenting potential conflicts of interest. At the beginning of each board meeting, members with a potential conflict are required to disclose the conflict. The board as a whole then determines whether the member should recuse themselves from all discussions concerning the pending matter or abstain from voting on the matter.
IRS990ScheduleO/GeneralExplanation/Explanation7During the year ended 6/30/10, no officer, directors, or trustees were paid by the organization. All executive compensation was paid by CHI - Colorado ("CHIC"), a related organization, whose compensation policy is set by Centura Health Corporation, a sponsoring organization. Outside consultants are engaged to provide recommendations to Centura's Compensation Committee regarding the compensation of facility CEOs and Centura Senior Executives. The consultant's recommendations are then presented to and approved by the Compensation Committee. Centura's Human Resources department performs analyses of the market to determine compensation ranges for the remainder of Centura associates which are reviewed and approved by Centura's Senior Leadership.
IRS990ScheduleO/GeneralExplanation/Explanation8The organization's governing documents are available on the Colorado Secretary of State's website. The conflict of interest policy and the financial statements are available to the public upon request.
IRS990ScheduleO/GeneralExplanation/Explanation9Compensation reported on the 990, Part VII was paid to these individuals by related organizations in exchange for the fulfillment of their duties as full-time 60 hours per week employees.
IRS990ScheduleO/GeneralExplanation/Identifier0FORM 990, PART III, LINE 4A
IRS990ScheduleO/GeneralExplanation/Identifier1FORM 990, PART VI, Q. 1A
IRS990ScheduleO/GeneralExplanation/Identifier2FORM 990, PART VI, Q. 6
IRS990ScheduleO/GeneralExplanation/Identifier3Form 990, Part VI, Q. 7A
IRS990ScheduleO/GeneralExplanation/Identifier4FORM 990, PART VI, Q. 7B

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