ASPEN VALLEY FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ASPEN VALLEY FOUNDATION (EIN 84-0643721)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-03
- IRS object ID
- 201433079349300418
- Schema version
- 2013v3.0
- 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 L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-03T09:01:34-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 840803727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REESE HENRY & COMPANY INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 400 EAST MAIN STREET SUITE 2 | AddressLine1 |
| City | ASPEN | City |
| State | CO | State |
| ZIP Code | 81611 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840643721 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASPEN VALLEY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASPE | BusinessNameControlTxt |
| Phone | 9705441298 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1639 | AddressLine1 |
| City | ASPEN | City |
| State | CO | State |
| ZIP Code | 81612 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTIN MARSH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9705441298 | PhoneNum |
| Signature | 2014-10-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENISE JURGENS CPA | PreparerPersonNm |
| PTIN | P00087338 | PTIN |
| Phone | 9709253771 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | TOM GRIFFITHS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1639 | AddressLine1 |
| City | ASPEN | City |
| State | CO | State |
| ZIP Code | 81612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,812,392 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | PROVIDES FINANCIAL RESOURCES AND PHILANTHROPIC LEADERSHIP TO MEET RISING HEALTH AND HUMAN NEEDS IN THE ROARING FORK VALLEY FOR HEALTH CARE, HEALTH AND HUMAN SERVICE ORGANIZATIONS AND THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $764,229 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,388,629 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $133,114 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $75,031 | CYProgramServiceRevenueAmt |
| PY Investment Income | $358,316 | PYInvestmentIncomeAmt |
| CY Investment Income | $329,020 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$63,063 | PYOtherRevenueAmt |
| CY Other Revenue | -$47,815 | CYOtherRevenueAmt |
| PY Total Revenue | $1,192,596 | PYTotalRevenueAmt |
| CY Total Revenue | $2,744,865 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $977,654 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,695,782 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $765,004 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $573,279 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $33,456 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $35,956 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,937,901 | PYOtherExpensesAmt |
| CY Other Expenses | $463,944 | CYOtherExpensesAmt |
| PY Total Expenses | $3,680,559 | PYTotalExpensesAmt |
| CY Total Expenses | $2,766,461 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,487,963 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$21,596 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,085,423 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,534,562 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,837,170 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,429,266 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,248,253 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,105,296 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDES FINANCIAL RESOURCES AND PHILANTHROPIC LEADERSHIP TO MEET RISING HEALTH AND HUMAN NEEDS IN THE ROARING FORK VALLEY FOR HEALTH CARE, HEALTH AND HUMAN SERVICE ORGANIZATIONS AND THE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,421,712 | ExpenseAmt |
| Grant | $1,695,782 | GrantAmt |
| Revenue | $37,428 | RevenueAmt |
| Desc | TO COLLECT DONATIONS & MAKE GRANTS TO ASPEN VALLEY HOSPITAL & THE MEDICAL & HEALTH COMMUNITY FOR CAPITAL IMPROVEMENTS, EQUIPMENT PURCHASES, OPERATING NEEDS & EDUCATIONAL PROGRAMS THAT BENEFIT THE ROARING FORK VALLEY. | Desc |
| Total Program Service Expenses | $2,421,712 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 24 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9705441298 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1639 | AddressLine1 |
| City | ASPEN | City |
| State | CO | State |
| ZIP Code | 81612 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|
| AUTHUR FERGUSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BETTY WEISS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BLANCA O'LEARY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| CAVANAUGH O'LEARY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE WALLACE YUSEM | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| FONDA PATERSON | |||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JAMES T MORAN | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH L ZANIN | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LINDA VITTI HERBST | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK PURNELL MD | |||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SUE SMEDSTAD | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS W GRIFFITHS | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WILLIAM V HODGES | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KRIS MARSH | |||||||
| PRESIDENT & CEO | 40.00 | $171,822 | $0 | $13,763 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $171,822 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $13,763 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DESIGN WORKSHOP | |||||
| 1390 LAWRENCE ST STE 200 | DENVER | CO | 80204 | DESIGN SERVICES | $355,887 |
| CCY ARCHITECTS | |||||
| PO BOX 529 | BASALT | CO | 81621 | ARCHITECTURAL SERVICES | $238,633 |
| HOLLAND & HART LLP | |||||
| PO BOX 17283 | DENVER | CO | 80217 | LEGAL REPRESENTATION | $160,051 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $67,497 | GovernmentGrantsAmt |
| All Other Contributions | $2,321,132 | AllOtherContributionsAmt |
| Total Contributions | $2,388,629 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AVH LEASE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $75,031 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $75,031 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $75,031 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,165 | TotalRevenueColumnAmt |
| Exclusion | $89,165 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $37,625 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $75,581 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$37,956 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$37,956 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$37,956 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,211,212 | SecuritiesAmt |
| Other | $2,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,971,710 | SecuritiesAmt |
| Other | $1,647 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $239,502 | SecuritiesAmt |
| Other | $353 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $239,855 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $353 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $239,502 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $8,730 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $18,589 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,859 | TotalRevenueColumnAmt |
| Exclusion | -$9,859 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,744,865 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,428 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $318,808 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,616,826 | TotalAmt |
| Program Services | $1,616,826 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,956 | TotalAmt |
| Program Services | $78,956 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $464,802 | TotalAmt |
| Program Services | $323,859 | ProgramServicesAmt |
| Management And General | $140,943 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,449 | TotalAmt |
| Program Services | $17,941 | ProgramServicesAmt |
| Management And General | $7,508 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,323 | TotalAmt |
| Program Services | $30,404 | ProgramServicesAmt |
| Management And General | $11,919 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,705 | TotalAmt |
| Program Services | $28,362 | ProgramServicesAmt |
| Management And General | $12,343 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,057 | TotalAmt |
| Program Services | $116,057 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,453 | TotalAmt |
| Management And General | $8,453 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,456 | TotalAmt |
| Fundraising | $33,456 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,520 | TotalAmt |
| Management And General | $18,520 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,217 | TotalAmt |
| Program Services | $109,142 | ProgramServicesAmt |
| Management And General | $5,075 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,326 | TotalAmt |
| Program Services | $2,066 | ProgramServicesAmt |
| Management And General | $17,260 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,107 | TotalAmt |
| Program Services | $63,830 | ProgramServicesAmt |
| Management And General | $27,277 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,748 | TotalAmt |
| Program Services | $4,950 | ProgramServicesAmt |
| Management And General | $298 | ManagementAndGeneralAmt |
| Fundraising | $2,500 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,197 | TotalAmt |
| Management And General | $57,197 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,195 | TotalAmt |
| Program Services | $7,195 | ProgramServicesAmt |
| Management And General | $2,000 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| GERIATIC MEDICINE PROJE | $56,062 | $56,062 |
| VALLEY INFORMATION & AS | $12,696 | $12,696 |
| ORNITZ CANCER CHALLENGE | $5,000 | $5,000 |
| VALLEY AUTISM | $3,555 | $3,555 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$55,189 | TotalAmt |
| Program Services | -$55,189 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,766,461 | TotalAmt |
| Program Services | $2,421,712 | ProgramServicesAmt |
| Management And General | $308,793 | ManagementAndGeneralAmt |
| Fundraising | $35,956 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,127 | BOYAmt |
| EOY | $239,058 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,103 | BOYAmt |
| EOY | $25,853 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $900,000 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,850 | BOYAmt |
| EOY | $6,698 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,704,932 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $313,362 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,450,416 | BOYAmt |
| EOY | $1,391,570 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,263,905 | BOYAmt |
| EOY | $1,968,113 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,159,022 | BOYAmt |
| EOY | $1,903,270 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,085,423 | BOYAmt |
| EOY | $5,534,562 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,196 | BOYAmt |
| EOY | $118,038 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $166,275 | BOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $125,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,132,059 | BOYAmt |
| EOY | $1,108,081 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,382,640 | BOYAmt |
| EOY | $78,147 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,837,170 | BOYAmt |
| EOY | $1,429,266 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,578,513 | BOYAmt |
| EOY | $1,527,647 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,659,740 | BOYAmt |
| EOY | $2,567,649 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,000 | BOYAmt |
| EOY | $10,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,248,253 | BOYAmt |
| EOY | $4,105,296 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,085,423 | BOYAmt |
| EOY | $5,534,562 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$21,596 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$209,982 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$911,379 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | 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 | $1,925,605 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,702,029 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,122,189 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $764,229 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,388,629 | CurrentTaxYearAmt |
| Total | $9,902,681 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,968 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,304 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,304 | CurrentTaxYearMinus2YearsAmt |
| Total | $47,576 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,934,573 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,721,333 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,141,493 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $764,229 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,388,629 | CurrentTaxYearAmt |
| Total | $9,950,257 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,721,280 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,228,977 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $237,113 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $392,467 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $365,211 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $106,029 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,165 | CurrentTaxYearAmt |
| Total | $1,189,985 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,140,242 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $340,747 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.37960 | PublicSupportCY170Pct |
| Public Support PY170 | 0.50430 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,000 | BeginningYearBalanceAmt |
| End Year Balance | $10,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,000 | BeginningYearBalanceAmt |
| End Year Balance | $10,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,000 | BeginningYearBalanceAmt |
| End Year Balance | $10,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,000 | BeginningYearBalanceAmt |
| End Year Balance | $10,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,000 | BeginningYearBalanceAmt |
| End Year Balance | $10,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $241,803 | OtherCostOrOtherBasisAmt |
| Book Value | $241,803 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,406,711 | OtherCostOrOtherBasisAmt |
| Depreciation | $281,178 | DepreciationAmt |
| Book Value | $1,125,533 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,418 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,184 | DepreciationAmt |
| Book Value | $24,234 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,000 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,391,570 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSIT | $3,686 |
| DEVELOPMENT PLANNING COSTS | $1,899,584 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,903,270 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE GIFT ANNUITY | $64,078 |
| PAYROLL LIABILITIES | $4,069 |
| SECURITY DEPOSIT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $78,147 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | TO PROVIDE FUNDING FOR GRANT MAKING. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| JUDY CLAUSON | ||||||||
| PO BOX 6968 | SNOWMASS VILLAGE | CO | 81615 | FUNDRAISING | 0 | $0 | $10,450 | -$10,450 |
| LATZ & WALL | ||||||||
| 101 S BKVD STE 205 | OAK PARK | IL | 60302 | FUNDRAISING | 0 | $0 | $16,722 | -$16,722 |
| LINDSAY PALARDY | ||||||||
| 195 CASCADE LN | ASPEN | CO | 81611 | FUNDRAISING | 0 | $0 | $5,609 | -$5,609 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $32,781 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$32,781 | TotalNetToOrganizationAmt |
| Licensed States | CO | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | FUNRDRAISERS ARE USED RATHER THAN IN-HOUSE DEVELOPMENT STAFF. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ASPEN HOMELESS SHELTER | |||||||
| 405 CASTLE CREEK RD STE 16 | ASPEN | CO | 81611 | 300566563 | 501(C)(3) | $168,729 | OPERATIONS |
| HOSPICE OF THE VALLEY | |||||||
| PO BOX 3768 | BASALT | CO | 81621 | 263651313 | 501(C)(3) | $1,000 | OPERATIONS |
| ASPEN HOPE CENTER | |||||||
| 303 ABC | ASPEN | CO | 81611 | 273703825 | 501(C)(3) | $425,398 | OPERATIONS |
| ASPEN VALLEY HOSPITAL | |||||||
| 0401 CASTLE CREEK RD | ASPEN | CO | 81611 | 840720309 | 501(C)(3) | $534,814 | OUTSTANDING GRANT OBLIGATIONS |
| ASPEN COMMUNITY FOUNDATION | |||||||
| 110 E HALLAM ST STE 126 | ASPEN | CO | 81611 | 840829226 | 501(C)(3) | $25,074 | DONOR ADVISED FUND PER GRANTOR REQUEST |
| LOUIS & HAROLD PRICE FOUNDATION | |||||||
| 1371 HECKLA DR STE B-1 | LOUISVILLE | CO | 80027 | 136121358 | 501(C)(3) | $461,811 | DONOR REQUEST TO MOVE FUNDS TO FOUNDATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (5 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| DENTAL ASSISTANCE | 81 | $9,303 |
| MEDICAL CARE ASSISTANCE | 171 | $12,393 |
| PHARMACEUTICAL ASSISTANCE | 15 | $1,381 |
| VISION ASSISTANCE | 81 | $11,778 |
| SCHOLASHIPS - PAID TO SCHOOLS - FOR MEDICAL PERSONNELL IN THE ROARING FORK VALLEY | 41 | $44,101 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTORS ARE ASKED TO PROVIDE THE FOUNDATION WITH ANNUAL REPORTS FOR OPERATING GRANTS. CAPITAL NEEDS GRANTS ARE PROVIDED AS REIMBURSEMENTS ONLY, OR PAID DIRECTLY TO THE VENDOR ON BEHALF OF THE GRANTOR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRIS MARSH | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $171,822 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $9,263 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $4,500 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $185,585 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES AN INDEPENDENT CONSULTANT WITH MOUNTAIN STATES EMPLOYER COUNCIL TO DETERMINE APPROPRIATE COMPENSATION RATES. ANNUAL BONUSES ARE GENERALLY CONTINGENT ON THAT YEAR'S PERFORMANCE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAVANAUGH O'LEARY | PersonNm |
| Loan Purpose | TO PAY DEBT FOR PROFESSIONAL SERVICES | LoanPurposeTxt |
| Loan To Organization | Yes (X) | LoanToOrganizationInd |
| Original Principal | $125,000 | OriginalPrincipalAmt |
| Balance Due | $125,000 | BalanceDueAmt |
| Default | 0 | DefaultInd |
| Board Or Committee Approval | Yes (1) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (1) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $125,000 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TWO MEMBERS OF THE BOARD ARE MARRIED. |
| FORM 990, PART VI, SECTION B, LINE 11 | DRAFT 990 PROVIDED TO TREASURER OF THE BOD |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS DISCUSS AT REGULAR BOARD MEETINGS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE ORGANIZATION UTILIZED A INDEPENDENT CONSULTANT WITH MOUNTAIN STATES EMPLOYER COUNCIL TO DETERMINE APPROPRIATE COMPENSATION RATES. ANNUAL BONUSES ARE GENERALLY CONTINGENT ON THAT YEARS PERFORMANCE. BONUSES ARE APPROVED BY THE EXECUTIVE COMMITTEE, WITH SUE SMEDSTAD SPEARHEADING THOSE DISCUSSIONS. THE PRESIDENT AND CEO IS THE ONLY OFFICER RECEIVING COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC BY CONTACTING THE FOUNDATION AT 970-544-1377 OR BY MAIL AT PO BOX 1639, ASPEN, CO 81612 |
| FORM 990, PART XI, LINE 9: | PLEDGE WRITE OFF -900,000. CHANGE IN VALUE OF SPLIT INTEREST -11,379. |