NEXTFIFTY INITIATIVE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- NEXTFIFTY INITIATIVE (EIN 26-2700185)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-01
- IRS object ID
- 201701219349300510
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-01T09:25:22-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 South Tejon Suite 800 | AddressLine1Txt |
| City | Colorado Springs | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 809039848 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 262700185 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Total Community Options Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NEXTFIFTY INITIATIVE | InCareOfNm |
| Business Name Control | TOTA | BusinessNameControlTxt |
| Phone | 3035471800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 387 Corona Street Suite 508 | AddressLine1Txt |
| City | Denver | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80218 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCO CHAYET | PersonNm |
| Person Title | Board Chair | PersonTitleTxt |
| Phone | 3035471800 | PhoneNum |
| Signature | 2017-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | David S Mason CPA | PreparerPersonNm |
| PTIN | P00137279 | PTIN |
| Phone | 7194714290 | PhoneNum |
| Preparation | 2017-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NextFifty Initiative | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Marco Chayet Board Chair | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 387 Corona St 508 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $215,678,898 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.NEXTFIFTYINITIATIVE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2008 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE INDEPENDENCE AND DIGNITY FOR THE AGING POPULATION BY ENCOURAGING AND SUPPORTING INNOVATIVE, AFFORDABLE, AND COORDINATED SERVICES AND INITIATIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 79 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $343,207 | PYContributionsGrantsAmt |
| CY Contributions Grants | $215,462,359 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $36,256 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$12,703 | PYOtherRevenueAmt |
| CY Other Revenue | -$14,689 | CYOtherRevenueAmt |
| PY Total Revenue | $330,504 | PYTotalRevenueAmt |
| CY Total Revenue | $215,483,926 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $326,062 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $508,071 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $419,275 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $445,851 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $347,028 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $396,601 | PYOtherExpensesAmt |
| CY Other Expenses | $722,015 | CYOtherExpensesAmt |
| PY Total Expenses | $1,141,938 | PYTotalExpensesAmt |
| CY Total Expenses | $1,675,937 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$811,434 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $213,807,989 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $85,101 | TotalAssetsBOYAmt |
| Total Assets EOY | $214,673,082 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $910,838 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,630,376 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$825,737 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $213,042,706 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | To promote independence and dignity for the aging population, to include the needs of low and moderate income persons, encompassing individuals with physical, cognitive, and/or behavioral disabilities, by encouraging and supporting innovative, affordable and coordinated services and initiatives. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $735,982 | ExpenseAmt |
| Grant | $508,071 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THROUGH 5/12/16, INNOVAGE FOUNDATION FOCUSED ON SECURING BROAD-BASED COMMUNITY SUPPORT FOR THE PROGRAMS AND SERVICES OF TOTAL COMMUNITY OPTIONS, INC. DBA INNOVAGE. THE FOUNDATION EDUCATED THE COMMUNITY AND OBTAINED FINANCIAL SUPPORT FROM A VARIETY OF FUNDING SOURCES TO INCLUDE INDIVIDUALS, CORPORATIONS, AND FOUNDATIONS. THE FOUNDATION'S OPERATIONS WERE FULLY SUBSIDIZED BY INNOVAGE, WHICH ENSURED THAT 100% OF ALL CONTRIBUTIONS WERE UTILIZED FOR PROGRAM SUPPORT AS DIRECTED BY THE DONOR. IN ADDITION TO DONOR CULTIVATION AND RECOGNITION, THE FOUNDATION WORKED COLLABORATIVELY WITHIN THE ORGANIZATION TO ENSURE THAT GIFTS WERE ADMINISTERED APPROPRIATELY AND IN ACCORDANCE WITH DONOR INTENT. AS OF 5/13/16, THE FOUNDATION IS NOW OPERATING UNDER A NEW MODEL, AS NEXTFIFTY INITIATIVE. NEXTFIFTY'S RENEWED PURPOSE IS TO PROMOTE INDEPENDENCE AND DIGNITY FOR THE AGING POPULATION, TO INCLUDE THE NEEDS OF LOW AND MODERATE INCOME PERSONS, ENCOMPASSING INDIVIDUALS WITH PHYSICAL, COGNITIVE, AND/OR BEHAVIORAL DISABILITIES, BY ENCOURAGING AND SUPPORTING INNOVATIVE, AFFORDABLE AND COORDINATED SERVICES AND INITIATIVES. NEXTFIFTY INITIATIVE IS NOW AN INDEPENDENT, COLORADO BASED, NONPROFIT ORGANIZATION, DEDICATED TO FUNDING MISSION-DRIVEN INITIATIVES THAT IMPROVE COMMUNITY SERVICES FOR THE ELDERLY POPULATION AND CAREGIVERS. THIS NEWLY FORMED FOUNDATION WILL SEEK, VET AND FUND GAME-CHANGING BREAKTHROUGHS TO IMPROVE AND SUSTAIN QUALITY OF LIFE FOR PEOPLE IN THE SECOND 50 YEARS OF THEIR LIFE VIA GRANTS AND FINANCIAL SUPPORT TO ORGANIZATIONS COMMITTED TO THE ELDERLY POPULATION AND THEIR CAREGIVERS. THE NEXTFIFTY INITIATIVE WILL PROVIDE STRINGENT MEASURES FOR ALL OUTCOMES, EDUCATE ABOUT PROVEN INITIATIVES AND ADVOCATE FOR TRANSFORMATIONAL CHANGE FOR ALL PEOPLE IN THEIR SECOND 50 YEARS. WE CONSIDER OURSELVES AN ENGINE FOR INNOVATION THAT TRANSFORMS AGING. OUR WORK WILL IMPACT LIFE FOR GENERATIONS TO COME. | Desc |
| Total Program Service Expenses | $735,982 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NEXTFIFTY INITIATIVE | PersonNm |
| Phone | 3035471800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 387 CORONA STREET SUITE 508 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80218 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| MARCO CHAYET | |||||||
| BOARD CHAIR | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JILL HIGHAM | |||||||
| CHAIR ELECT | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREG IBSEN | |||||||
| SECRETARY | 1.0 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PARRISH BOREN | |||||||
| TREASURER | 1.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MAUREEN HANRAHAN | |||||||
| BOARD MEMBER | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |
| JOIE GLENN | |||||||
| BOARD MEMBER | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |
| RANDY MCCALL | |||||||
| BOARD MEMBER | 1.0 | 4.0 | Yes (X) | $0 | $0 | $0 | |
| TIM OWEN | |||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |
| MALA ALVEY | |||||||
| Board Member through May 2016 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| STEVE TRAVERS | |||||||
| Board Member through May 2016 | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| WENDELL PRYOR | |||||||
| BOARD CHAIR through May 2016 | 1.0 | 4.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LESLIE KAROTKIN EXECUTIVE | |||||||
| DIRECTOR THROUGH DECEMBER 2015 | 40.0 | 0.0 | Yes (X) | $191,272 | $0 | $16,559 | |
| MAUREEN HEWITT | |||||||
| CEO THROUGH MAY 2016 | 1.0 | 39.0 | Yes (X) | $0 | $1,012,246 | $29,555 | |
| ANGELA OAKLEY | |||||||
| CFO THROUGH MAY 2016 | 1.0 | 39.0 | Yes (X) | $0 | $350,892 | $43,705 | |
| GINA DEBLASSIE | |||||||
| COO THROUGH MAY 2016 | 1.0 | 39.0 | Yes (X) | $0 | $434,066 | $18,627 | |
| VANESSA WALTON CHIEF | |||||||
| LEGAL COUNSEL THROUGH MAY 2016 | 1.0 | 39.0 | Yes (X) | $0 | $343,007 | $28,893 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $191,272 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,140,211 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $137,339 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,000 | FundraisingAmt |
| Related Organizations | $23,799,579 | RelatedOrganizationsAmt |
| All Other Contributions | $191,660,780 | AllOtherContributionsAmt |
| Noncash Contributions | $5,512,506 | NoncashContributionsAmt |
| Total Contributions | $215,462,359 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,400 | TotalRevenueColumnAmt |
| Exclusion | $89,400 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $53,145 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$53,144 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$53,144 | TotalRevenueColumnAmt |
| Exclusion | -$53,144 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $127,138 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,000 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $141,827 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$14,689 | TotalRevenueColumnAmt |
| Exclusion | -$14,689 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $215,483,926 | TotalRevenueColumnAmt |
| Exclusion | $21,567 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,411 | TotalAmt |
| Program Services | $469,411 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,660 | TotalAmt |
| Program Services | $38,660 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $287,585 | TotalAmt |
| Program Services | $71,896 | ProgramServicesAmt |
| Management And General | $143,793 | ManagementAndGeneralAmt |
| Fundraising | $71,896 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,716 | TotalAmt |
| Program Services | $35,315 | ProgramServicesAmt |
| Management And General | $11,772 | ManagementAndGeneralAmt |
| Fundraising | $70,629 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,433 | TotalAmt |
| Program Services | $730 | ProgramServicesAmt |
| Management And General | $243 | ManagementAndGeneralAmt |
| Fundraising | $1,460 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,837 | TotalAmt |
| Program Services | $2,951 | ProgramServicesAmt |
| Management And General | $984 | ManagementAndGeneralAmt |
| Fundraising | $5,902 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,280 | TotalAmt |
| Program Services | $7,918 | ProgramServicesAmt |
| Management And General | $7,353 | ManagementAndGeneralAmt |
| Fundraising | $13,009 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,053 | TotalAmt |
| Management And General | $266,053 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,288 | TotalAmt |
| Program Services | $68,400 | ProgramServicesAmt |
| Management And General | $63,515 | ManagementAndGeneralAmt |
| Fundraising | $112,373 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,917 | TotalAmt |
| Program Services | $27,046 | ProgramServicesAmt |
| Management And General | $69,438 | ManagementAndGeneralAmt |
| Fundraising | $44,433 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,646 | TotalAmt |
| Program Services | $562 | ProgramServicesAmt |
| Management And General | $6,267 | ManagementAndGeneralAmt |
| Fundraising | $5,817 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,676 | TotalAmt |
| Program Services | $469 | ProgramServicesAmt |
| Management And General | $436 | ManagementAndGeneralAmt |
| Fundraising | $771 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,782 | TotalAmt |
| Program Services | $5,259 | ProgramServicesAmt |
| Management And General | $4,883 | ManagementAndGeneralAmt |
| Fundraising | $8,640 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,133 | TotalAmt |
| Program Services | $597 | ProgramServicesAmt |
| Management And General | $555 | ManagementAndGeneralAmt |
| Fundraising | $981 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $829 | TotalAmt |
| Program Services | $232 | ProgramServicesAmt |
| Management And General | $216 | ManagementAndGeneralAmt |
| Fundraising | $381 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,407 | TotalAmt |
| Program Services | $2,074 | ProgramServicesAmt |
| Management And General | $1,926 | ManagementAndGeneralAmt |
| Fundraising | $3,407 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES/FEES/SUBSCRIPTIONS | $9,524 | $2,667 | $2,476 | $4,381 |
| CLAIMS FUNDING | $6,409 | $1,795 | $1,666 | $2,948 |
| MISCELLANEOUS EXPENSES | $11,351 | $11,351 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,675,937 | TotalAmt |
| Program Services | $735,982 | ProgramServicesAmt |
| Management And General | $592,927 | ManagementAndGeneralAmt |
| Fundraising | $347,028 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$4,559 | BOYAmt |
| EOY | $5,598,176 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $185,562,267 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,075 | BOYAmt |
| EOY | $56,086 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $25,962 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,589 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,373 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $5,556,999 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $585 | BOYAmt |
| EOY | $17,895,181 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,101 | BOYAmt |
| EOY | $214,673,082 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,529 | BOYAmt |
| EOY | $1,522,217 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,768 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $749,541 | BOYAmt |
| EOY | $108,159 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $910,838 | BOYAmt |
| EOY | $1,630,376 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,251,917 | BOYAmt |
| EOY | $212,986,520 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $426,180 | BOYAmt |
| EOY | $56,186 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$825,737 | BOYAmt |
| EOY | $213,042,706 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,101 | BOYAmt |
| EOY | $214,673,082 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $213,807,989 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $60,454 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,310,487 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $797,972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $441,140 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $343,207 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,092,624 | CurrentTaxYearAmt |
| Total | $26,985,430 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,310,487 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $797,972 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $441,140 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $343,207 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,092,624 | CurrentTaxYearAmt |
| Total | $26,985,430 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $22,760,084 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,225,346 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,400 | CurrentTaxYearAmt |
| Total | $89,400 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1 | CurrentTaxYearMinus4YearsAmt |
| Total | $1 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $27,074,831 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $708,998 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.15606 | PublicSupportCY170Pct |
| Public Support PY170 | 0.74933 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests PY170 | Yes (X) | ThirtyThrPctSuprtTestsPY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II | FormAndLineReferenceDesc |
| Explanation | Explanation of Unusual Grants: Total Community Options Foundation, Inc., dba NextFifty Initiative ("NextFifty") was the recipient of the net proceeds of the sale of InnovAge to private equity firm, Welsh, Carson, Anderson & Stowe. The conversion of the non-profit InnovAge to a for-profit entity was approved by Colorado Attorney General Cynthia Coffman on March 25, 2016. In addition to the initial net proceeds of the sale, NextFifty may receive additional amounts in 2018, per the Attorney Generals conversion agreement. Due to the sale, NextFifty received a cash contribution of $191,369,735 from a single source. Since this amount is significantly larger than any other contribution historically received by the organization and is the result of a one-time sale transaction, the organization has disclosed the grant as an "unusual grant,therefore is not including it as a contribution for Schedule A, Part II purposes. The organization determined the grant to be unusual due to the following factors, as set out in IRS Treas. Reg. Section 1.509(a)-3(c)(4): the contribution was from a disinterested party and unexpected and unusual due the amount of the contribution; the organization carried out a program of public solicitation and attracted a significant base of public support prior to the receipt of the contribution; the organization met the 33 1/3% public support test in all prior years of existence (74.93% public support in 2014); the organization has a representative governing body; and the transferor has not imposed material restrictions or conditions upon the contribution. There were several other material contributions received during the 2015 tax year, that, due to the structuring of the transaction, are properly included as contributions for Part II purposes. As such, the organization no longer meets the 33 1/3% public support test. For 2015, public support is at 15.61%. Even with its significant historical public support, the organization has determined it should operate on a go-forward basis as a private foundation. As a result, NextFifty will file Form 990-PF for the 2016 tax year and thereafter. The organization is currently working to expand its mission and operations to further support Colorados senior population. Please refer to Attachment 2 on Schedule O for additional details regarding the mission and impactful programs of NextFifty Initiative. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $426,180 | BeginningYearBalanceAmt |
| Contributions | $280,145 | ContributionsAmt |
| Grants Or Scholarships | $504,842 | GrantsOrScholarshipsAmt |
| Other Expenditures | $145,297 | OtherExpendituresAmt |
| End Year Balance | $56,186 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $605,203 | BeginningYearBalanceAmt |
| Contributions | $476,176 | ContributionsAmt |
| Grants Or Scholarships | $326,062 | GrantsOrScholarshipsAmt |
| Other Expenditures | $329,137 | OtherExpendituresAmt |
| End Year Balance | $426,180 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $506,145 | BeginningYearBalanceAmt |
| Contributions | $563,267 | ContributionsAmt |
| Grants Or Scholarships | $464,209 | GrantsOrScholarshipsAmt |
| End Year Balance | $605,203 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $901,067 | BeginningYearBalanceAmt |
| Contributions | $947,188 | ContributionsAmt |
| Grants Or Scholarships | $1,052,963 | GrantsOrScholarshipsAmt |
| Other Expenditures | $289,147 | OtherExpendituresAmt |
| End Year Balance | $506,145 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $479,612 | BeginningYearBalanceAmt |
| Contributions | $1,289,215 | ContributionsAmt |
| Grants Or Scholarships | $667,922 | GrantsOrScholarshipsAmt |
| Other Expenditures | $199,838 | OtherExpendituresAmt |
| End Year Balance | $901,067 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,962 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,589 | DepreciationAmt |
| Book Value | $4,373 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $4,373 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ESCROW-INDEMNITY AND TAXES | Desc |
| Book Value | $17,895,181 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $17,895,181 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $108,159 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $108,159 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $215,689,677 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $60,454 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $3,470 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $141,827 | OtherRevenueAmt |
| Revenue Not Reported | $205,751 | RevenueNotReportedAmt |
| Revenue Subtotal | $215,483,926 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $215,483,926 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,821,234 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $3,470 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $141,827 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $145,297 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,675,937 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,675,937 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | Describe the intended uses of the organization's endowment funds: THE ENDOWMENT FUNDS ARE UTILIZED TO SUPPORT THE PROGRAMS AND SERVICES OF INNOVAGE IN ACCORDANCE WITH DONOR INTENT. |
| Schedule D, Part X, Line 2 | UNCERTAIN TAX POSITIONS: Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements. |
| SCHEDULE D, PART XI, LINE 2D | REVENUE ON BOOKS, NOT ON RETURN: Special Event Expense Reclassed from Expense & Net Against Revenue 141,827 |
| SCHEDULE D, PART XII, LINE 2D | EXPENSE ON BOOKS, NOT ON RETURN: Special Event Expense Reclassed from Expense & Net Against Revenue 141,827 |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Moonlight Class | Event1Nm |
| Gross Receipts Event1 | $129,138 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $2,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $127,138 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $77,218 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $7,996 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $825 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $55,788 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $129,138 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $2,000 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $127,138 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $77,218 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $7,996 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $825 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $55,788 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $141,827 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$14,689 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| INNOVAGE HOME CARE | |||||||
| 8950 E LOWRY BLVD | DENVER | CO | 80230 | 237090107 | 501(C)(3) | $82,833 | OPERATION SUPPORT |
| INNOVAGE JOHNSON ADULT DAY PROGRAM INC | |||||||
| 3444 S EMERSON ST | DENVER | CO | 80113 | 263724459 | 501(C)(3) | $109,137 | OPERATION SUPPORT |
| INNOVAGE GREATER COLORADO PACE | |||||||
| 8950 E LOWRY BLVD | DENVER | CO | 80230 | 742555064 | 501(C)(3) | $192,523 | OPERATION SUPPORT |
| Foundation for the Carolinas | |||||||
| 220 N Tryon St | Charlotte | NC | 28202 | 566047886 | 501(c)(3) | $82,665 | Operation Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Employee and community assistance fund | GrantTypeTxt |
| Recipient | 94 | RecipientCnt |
| Cash Grant | $38,660 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING USE OF GRANT FUNDS: AN APPLICATION FOR ASSISTANCE IS COMPLETED AND SUBMITTED TO A COMMITTEE THAT REVIEWS AND AUTHORIZES THE AMOUNT OF FUNDS TO BE DISTRIBUTED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LESLIE KAROTKIN EXECUTIVE | ||||||||||||||
| DIRECTOR THROUGH DECEMBER 2015 | $130,067 | $0 | $34,450 | $0 | $26,755 | $0 | $7,063 | $0 | $9,496 | $0 | $207,831 | $0 | $0 | $0 |
| MAUREEN HEWITT | ||||||||||||||
| CEO THROUGH MAY 2016 | $0 | $599,991 | $0 | $238,000 | $0 | $174,255 | $0 | $4,812 | $0 | $24,743 | $0 | $1,041,801 | $0 | $0 |
| ANGELA OAKLEY | ||||||||||||||
| CFO THROUGH MAY 2016 | $0 | $259,907 | $0 | $78,864 | $0 | $12,121 | $0 | $10,277 | $0 | $33,428 | $0 | $394,597 | $0 | $0 |
| GINA DEBLASSIE | ||||||||||||||
| COO THROUGH MAY 2016 | $0 | $278,548 | $0 | $83,634 | $0 | $71,884 | $0 | $7,156 | $0 | $11,471 | $0 | $452,693 | $0 | $0 |
| VANESSA WALTON CHIEF | ||||||||||||||
| LEGAL COUNSEL THROUGH MAY 2016 | $0 | $227,102 | $0 | $69,960 | $0 | $45,945 | $0 | $6,925 | $0 | $21,968 | $0 | $371,900 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, line 4b | 457(f) plan: THE ORGANIZATION ESTABLISHED A 457(F) PLAN ON DECEMBER 1, 2013. BENEFITS OF THE PLAN WILL BE PAID IN A LUMP SUM AMOUNT ON THE DEFERRED VESTING DATE OF JANUARY 1, 2016. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE PLAN AND RECEIVED A DESIGNATED CREDIT WHICH IS INCLUDED IN DEFERRED COMPENSATION ON SCHEDULE J, PART II, COLUMN C AND ON FORM 990, PART VII, COLUMN F. - MAUREEN HEWITT: $0 - LESLIE KAROTKIN: $3,271 - ANGELA OAKLEY: $4,977 - GINA DEBLASSIE: $3,250 - VANESSA WALTON: $1,625 |
| Schedule J, Part I, Line 7 | NON-FIXED PAYMENTS: THE INCENTIVE COMPENSATION PLAN IS BASED ON THE PERFORMANCE OF THE INDIVIDUAL AND THE ORGANIZATION. THE MAXIMUM PERCENTAGE BONUS AN INDIVIDUAL CAN ACHIEVE IS BASED ON THE INDIVIDUAL'S POSITION LEVEL IN THE ORGANIZATION. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp |
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,507,401 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market Value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Mobility Chair | 1 | $2,500 | Market Value |
| Yes (X) | Gift Cards | 3 | $305 | Market Value |
| Yes (X) | Musical Keyboard | 1 | $300 | Market Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Column (b) | FormAndLineReferenceDesc |
| Explanation | Number of Contributions: The number of contributions reported is the number of contributions received, not the number of items contributed. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | Process to Review the Form 990: THE 990 IS PREPARED BY A THIRD PARTY PREPARER AND AN INITIAL REVIEW IS CONDUCTED BY INNOVAGE, A FORMER RELATED ORGANIZATION WITH WHOM THE ORGANIZATION NOW HAS A MANAGEMENT AGREEMENT. A SECONDARY REVIEW IS CONDUCTED BY THE AUDIT COMMITTEE AND THE FINAL VERSION OF THE 990 IS MADE AVAILABLE TO THE ENTIRE BOARD PRIOR TO FILING THE RETURN WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | Process for Monitoring Compliance with Conflict of Interest Policy: THE COMPLIANCE DEPARTMENT OF INNOVAGE, A FORMER RELATED ORGANIZATION WITH WHOM THE ORGANIZATION NOW HAS A MANAGEMENT AGREEMENT, MAINTAINS A MASTER CONFLICT OF INTEREST SPREADSHEET THAT IS UPDATED ANNUALLY. THE COMPLIANCE OFFICER ROUTINELY REVIEWS THE SPREADSHEET TO MONITOR POTENTIAL CONFLICTS THAT HAVE BEEN IDENTIFIED. THE COMPLIANCE OFFICER WORKS CLOSELY WITH THE BOARD APPOINTED AUDIT COMMITTEE TO MONITOR AND ADDRESS POTENTIAL CONFLICTS AND TO ENSURE THE CONFLICT OF INTEREST POLICY FOR BOARD MEMBERS IS FOLLOWED. ANNUAL COMPLIANCE EDUCATION IS PROVIDED TO STAFF. THE COMPLIANCE OFFICER MONITORS POTENTIAL CONFLICTS THAT HAVE BEEN IDENTIFIED BY KEY EMPLOYEES. AT BOARD MEETINGS, THE BOARD CHAIR ASKS ITS MEMBERS IF THERE ARE ANY CONFLICTS OF INTEREST. IF A CONFLICT IS IDENTIFIED, THE BOARD MEMBER IS RECUSED FROM VOTING AND MAY NOT PARTICIPATE IN THE DECISION MAKING PROCESS REGARDING THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15A & 15B | Describe process for determining compensation: ARTHUR J. GALLAGHER & CO., AN EXTERNAL COMPENSATION CONSULTANT, CONDUCTED A FULL REVIEW OF EXECUTIVE SALARIES AND OTHER OFFICER SALARIES. THE STUDY WAS BASED ON COMPARABILITY DATA BASED ON ORGANIZATION MISSION, TAX STATUS, SCOPE (BUDGET, STAFF SIZE), PROGRAM OFFERINGS, LOCATIONS, AND TALENT POOL FOR EXECUTIVE ATTRACTION/RETENTION. SOURCES INCLUDED INDEPENDENT COMPENSATION SURVEYS, 990 DATA AND SEC FILINGS, AND ACTUAL WRITTEN OFFERS. ALL ELEMENTS OF TOTAL COMPENSATION WERE CONSIDERED IN DETERMINING REASONABLENESS. ARTHUR J. GALLAGHER & CO. SUBMITTED SALARY RECOMMENDATIONS THAT WERE SUBMITTED TO THE FULL BOARD OF DIRECTORS FOR FINAL APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | Governing Documents Available to the Public: NextFity Initiative MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Form 990, Part VI, Section A, Line 4 | Changes in organizational documents: In 2016, the Foundation added the d/b/a "NextFifty Initiative" to its articles of incorporation and broadened its purpose to no longer limit it to support of Innovage programs, but to now support the community through multiple programs. Innovage also no longer controls the Foundation. The number of directors was also increased from 8 to at least 12, but not more than 19. Going forward board members, Innovage no longer controls the appointment of board members and the board shall always include at least one member representing the frail elderly community and at least one member representing the disability community. Officers were changed to include a: Chair, Chair elect, past chair, secretary, and treasurer. Officers will not be compensated for their services. Committees now include a governance committee and a finance/audit committee, as well as advisory committees deemed necessary. |
| Form 990, Part VI, Section A, Line 6 | CLASSES OF MEMBERS OR STOCKHOLDERS: PRIOR TO 5/12/2016, FOR 990 PURPOSES, TOTAL COMMUNITY OPTIONS, INC. DBA INNOVAGE, A RELATED ENTITY, WAS A MEMBER OF INNOVAGE FOUNDATION. INNOVAGE APPOINTED BOARD MEMBERS FOR THE ORGANIZATION. |
| Form 990, Part VI, Section A, Line 7a | MEMBERS OR STOCKHOLDERS WHO CAN ELECT MEMBERS OF THE GOVERNING BODY: PRIOR TO 5/12/2016, INNOVAGE APPROVED AND COULD REMOVE BOARD APPOINTMENTS. |
| Form 990, Part VI, Section A, Line 7b | DECISIONS OF GOVERNING BODY SUBJECT TO APPROVAL BY MEMBERS OR STOCKHOLDERS: PRIOR TO 5/12/2016, INNOVAGE APPROVED STRATEGIC BUSINESS PLANS AND BUDGETS. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSULTING TOTAL FEES:225841 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONTRACT SERVICES TOTAL FEES:18447 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| INNOVAGE (TCO) | ||||||||||
| 8950 E LOWRY BLVD | DENVER | CO | 80230 | 371547962 | HOLDING CO. | CO | 501(C)(3) | LN11 TYPE 2 | NA | false |
| INNOVAGE GREATER COLORADO PACE (TLC) | ||||||||||
| 8950 E LOWRY BLVD | DENVER | CO | 80230 | 742555064 | PACE PROGRAM | CO | 501(C)(3) | LINE 9 | INNOVAGE | false |
| JOHNSON ADULT DAY PROGRAM INC | ||||||||||
| 3444 S EMERSON ST | DENVER | CO | 80113 | 263724459 | ADULT DAY CTR | CO | 501(C)(3) | LINE 9 | nextfifty | Yes (true) |
| INNOVAGE HOME CARE (SENIORS) | ||||||||||
| 8950 E LOWRY BLVD | DENVER | CO | 80230 | 237090107 | HOMECARE | CO | 501(C)(3) | LINE 7 | INNOVAGE | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| PINEWOOD LODGE LLLP | |||||||
| 200 E IRONTON | AURORA | CO | 80012 | 200450308 | SR. AFFOR. HO | CO | TLC INC |
| SNR HOUS THORNTON | |||||||
| 8950 E LOWRY | DENVER | CO | 80230 | 461633657 | sr. housing | CO | INNOVAGE |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|
| CONTINENTAL COMMUNITY HOUSING INC (CCH) | |||||||||
| 8950 E LOWRY BLVD | DENVER | CO | 80230 | 264520899 | SR. HOUSING | CO | TLC INC | C CORPORATION | |
| Innovage Insurance Ltd | |||||||||
| 8950 E Lowry Blvd | Denver | CO | 80230 | Insurance Cap | innovage | C Corporation | IM | ||
| INNOVAGE HOME CARE NORTH | |||||||||
| 8950 E LOWRY BLVD | DENVER | CO | 80230 | 454337380 | HOME CARE | CO | SENIORS INC | C CORPORATION | |
| INNOVAGE HOME CARE ASPEN | |||||||||
| 8950 E LOWRY BLVD | DENVER | CO | 80230 | 464903874 | HOME CARE | CO | SENIORS INC | C CORPORATION | |
| INNOVATIVE CARE MANAGEMENT | |||||||||
| 8950 E LOWRY BLVD | DENVER | CO | 80230 | 471312154 | CASE MANAGEME | CO | INNOVAGE | C CORPORATION | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| innovative care management | ||
| a | $1 | interco amount |
| INNOVAGE HOME CARE INC | ||
| b | $82,833 | interco amount |
| johnson adult day program inc | ||
| b | $109,137 | interco amount |
| innovage greater colorado pace | ||
| b | $192,523 | interco amount |
| innovage greater colorado pace | ||
| c | $5,230,907 | interco amount |
| johnson adult day program inc | ||
| E | $108,159 | interco amount |