Civic Intelligence

Colorado Medical Society Foundation

EIN 84-1390157 • 501(c)3 • Denver, CO

Profile

To administer and financially manage programs that seek to improve access to health care and health services with the potential to improve the health of coloradans.

7351 Lowry Blvd Suite 110Denver, CO 80230

www.cms.org/ABOUT/FOUNDATION

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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

2nd percentile

-2704%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

20th percentile

-45%

Faster revenue growth than 20% of similar nonprofits.

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

Assets

Down

$0

Down $273,827 (-100%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $273,827 (-100%) from 2022

Revenue

Down

$11,062

Down $8,992 (-45%) from 2022

Expenses

Up

$310,215

Up $305,840 (+6991%) from 2022

Net Income

Down

-$299,153

Down $314,832 (-2008%) from 2022

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $493,959Liabilities 2010: $0Net Assets 2010: $493,9592010Assets 2011: $495,892Liabilities 2011: $39,873Net Assets 2011: $456,0192011Assets 2012: $307,212Net Assets 2012: $307,2122012Assets 2013: $828,714Liabilities 2013: $0Net Assets 2013: $828,7142013Assets 2014: $964,056Liabilities 2014: $0Net Assets 2014: $964,0562014Assets 2015: $506,078Liabilities 2015: $0Net Assets 2015: $506,0782015Assets 2016: $270,771Liabilities 2016: $0Net Assets 2016: $270,7712016Assets 2017: $394,097Liabilities 2017: $0Net Assets 2017: $394,0972017Assets 2018: $357,257Net Assets 2018: $357,2572018Assets 2019: $336,455Liabilities 2019: $59,166Net Assets 2019: $277,2892019Assets 2020: $292,696Net Assets 2020: $292,6962020Assets 2021: $330,778Net Assets 2021: $330,7782021Assets 2022: $273,827Net Assets 2022: $273,8272022Assets 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities-
Net Assets$0

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $646,9012010Expenses 2011: $753,9982011Revenue 2012: $9,502Expenses 2012: $168,419Net Income 2012: -$158,9172012Expenses 2013: $79,4382013Revenue 2014: $839,008Expenses 2014: $710,898Net Income 2014: $128,1102014Revenue 2015: $389,491Expenses 2015: $847,469Net Income 2015: -$457,9782015Revenue 2016: $90,007Expenses 2016: $339,637Net Income 2016: -$249,6302016Revenue 2017: $163,330Expenses 2017: $50,839Net Income 2017: $112,4912017Revenue 2018: $10,837Expenses 2018: $49,659Net Income 2018: -$38,8222018Revenue 2019: $11,600Expenses 2019: $100,535Net Income 2019: -$88,9352019Revenue 2020: $18,036Expenses 2020: $9,316Net Income 2020: $8,7202020Revenue 2021: $18,981Expenses 2021: $3,397Net Income 2021: $15,5842021Revenue 2022: $20,054Expenses 2022: $4,375Net Income 2022: $15,6792022Revenue 2023: $11,062Expenses 2023: $310,215Net Income 2023: -$299,1532023

Highlighted filing

2023

Revenue$11,062
Expenses$310,215
Net Income-$299,153

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.11$3.10$2.99
2022Detailed filing. Detailed filing data is available for this year.$2.74$2.74$0.20$0.04$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$3.31$0.19$0.03$0.16
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$2.93$0.18$0.09$0.09
2019Detailed filing. Detailed filing data is available for this year.$3.36$0.59$2.77$0.12$1.01$0.89
2018Detailed filing. Detailed filing data is available for this year.$3.57$3.57$0.11$0.50$0.39
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.94$0.00$3.94$1.63$0.51$1.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.71$0.00$2.71$0.90$3.40$2.50
2015Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$3.89$8.47$4.58
2014Detailed filing. Detailed filing data is available for this year.$9.64$0.00$9.64$8.39$7.11$1.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.29$0.00$8.29$0.79
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$3.07$0.10$1.68$1.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.96$0.40$4.56$7.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.94$0.00$4.94$6.47
Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Oct 1, 2021 to Sep 30, 2022
Signed
Aug 15, 2023
Return Version
2021v4.0
Gross Receipts
$123,811
Mission and Program Overview

Mission

To administer and financially manage programs that seek to improve access to health care and health services with the potential to improve the health of coloradans.

Program Services

DescriptionGrantsExpenses
THE FOUNDATION DID NOT FUND ANY PROGRAMS NOR MAKE ANY GRANTS FOR THE FISCAL YEAR ENDING 9/30/2022.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GARY VANDERARK MDChair-$0--
JACK L BERRY MDDirector-$0--
STEPHEN BOUCHERDirector-$0--
DENISE DENTONDirector-$0--
MARK DEUTCHMAN MDDirector-$0--
DENNIS J O'MALLEYDirector-$0--
EDIE SONNDirector-$0--
DEAN HOLZKAMPCOO-$0--
Filing and Contact Details

Filer

Filer Name
Colorado Medical Society Foundation
EIN
84-1390157
Phone
7208591001
Address
7351 LOWRY BLVD SUITE 110, DENVER, CO 80230

Signing Officer

Name
Dean Holzkamp
Title
COO
Phone
7208591001
Signed
2023-08-15
Discuss with paid preparer
Yes

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-ez, Part I, Line 20

Unrealized losses -72,630

Form 990-ez, Part III

To administer and financially manage programs that seek to improve access to health care and health services with the potential to improve the health of coloradans.

Raw XML Appendix163 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum07208586316
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt07351 LOWRY BLVD SUITE 110
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0DENVER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd080230
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0330778
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0273827
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02010
IRS990EZ/CostOrOtherBasisExpenseSaleAmt0103757
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015679
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04375
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0330778
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0273827
IRS990EZ/GainOrLossFromSaleOfAssetsAmt07781
IRS990EZ/GrossReceiptsAmt0123811
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt010263
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0330778
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0273827
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0330778
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0273827
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0GARY VANDERARK MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JACK L BERRY MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2STEPHEN BOUCHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3DENISE DENTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MARK DEUTCHMAN MD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DENNIS J O'MALLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6EDIE SONN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DEAN HOLZKAMP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7COO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-72630
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO ADMINISTER AND FINANCIALLY MANAGE PROGRAMS THAT SEEK TO IMPROVE ACCESS TO HEALTH CARE AND HEALTH SERVICES WITH THE POTENTIAL TO IMPROVE THE HEALTH OF COLORADANS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE FOUNDATION DID NOT FUND ANY PROGRAMS NOR MAKE ANY GRANTS FOR THE FISCAL YEAR ENDING 9/30/2022.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt0111538
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CO
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt04375
IRS990EZ/TotalRevenueAmt020054
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CMS.ORG/ABOUT/FOUNDATION
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION IS PLANNING ON CONSOLIDATING WITH COLORADO MEDICAL SOCIETY EDUCATION FOUNDATION WITH THE INTENTION OF CONSOLIDATING RESOURCES AND FACILITATING FUNDRAISING EFFORTS. FUNDRAISING EFFORTS FOR BOTH FOUNDATIONS TOOK A HIT DURING THE PANDEMIC, AND WE EXPECT THE COMBINED FOUNDATION TO BE ABLE TO MORE EFFICIENTLY SEEK NEW SOURCES OF FUNDING. DISCUSSIONS ARE IN PLACE WITH THE CMS TRUST, THE COCHEMS TRUST AND COMPONENT SOCIETY FOUNDATIONS TO SEEK NEW SOURCES OF FUNDING.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPLEMENTAL INFORMATION
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt02010
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01450
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0825
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01925
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03385
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt09595
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt010263
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt07903
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt08004
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt09675
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07452
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt043297
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt010263
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt07903
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt08004
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt09675
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07452
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt043297
IRS990ScheduleA/InvestmentIncomeCYPct00.82000
IRS990ScheduleA/InvestmentIncomePYPct00.22000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.18140
IRS990ScheduleA/PublicSupportPY509Pct00.78280
IRS990ScheduleA/PublicSupportTotal509Amt09595
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt02010
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt01450
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0825
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01925
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt03385
IRS990ScheduleA/Total509Grp/TotalAmt09595
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012273
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt09353
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08829
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt011600
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt010837
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt052892
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0UNREALIZED LOSSES -72,630
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TO ADMINISTER AND FINANCIALLY MANAGE PROGRAMS THAT SEEK TO IMPROVE ACCESS TO HEALTH CARE AND HEALTH SERVICES WITH THE POTENTIAL TO IMPROVE THE HEALTH OF COLORADANS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DEAN HOLZKAMP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COO
ReturnHeader/BusinessOfficerGrp/PhoneNum07208591001
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COLORADO MEDICAL SOCIETY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0COLO
ReturnHeader/Filer/EIN0841390157
ReturnHeader/Filer/PhoneNum07208591001
ReturnHeader/Filer/USAddress/AddressLine1Txt07351 LOWRY BLVD SUITE 110
ReturnHeader/Filer/USAddress/CityNm0DENVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CO
ReturnHeader/Filer/USAddress/ZIPCd080230
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/PreparationDt02023-08-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LORI B BAUER CPA
ReturnHeader/ReturnTs02023-08-15T13:12:43-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DEAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOLZKAMP
ReturnHeader/TaxPeriodBeginDt02021-10-01
ReturnHeader/TaxPeriodEndDt02022-09-30
ReturnHeader/TaxYr02021

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No mirrored PDF or thumbnail assets are attached yet.