2022-09-14T15:56:39-05:00 2021-12-31 390758449 Wipfli LLP 14143 Denver W Pkwy 450 Lakewood CO 80401 990 2021-01-01 840777296 Via Mobility Services VIAM 3034472848 2855 N 63rd Street Boulder CO 803012959 Frank Bruno Bill Patterson CEO/Director of Finance 3034472848 2022-09-14 1 Frank Bruno Bill Patterson 999009999 Leanna Velotta EA P01775411 3039881900 2022-09-14 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z Frank Bruno Bill Patter 2855 N 63rd Street Boulder CO 803012959 27585654 0 X www.viacolorado.org X 1979 CO See Attachment #1 15 15 407 14 0 0 7168816 10146948 14952539 14328671 441808 432035 0 2678000 22563163 27585654 0 0 0 0 14486165 16355653 0 0 427369 5562440 6974350 20048605 23330003 2514558 4255651 26249521 28462915 4497005 2247329 21752516 26215586 X See Attachment #1 (Schedule O) 0 0 6830196 6547783 Mission Services: See Attachment #1 (Schedule O) 6351169 7764362 Access-a-Ride: See Attachment #1. (Schedule O) 3374110 3015767 Hop Transportation: See Attachment #1 (Schedule O) 3104165 6205196 FlexRide, Mobility Program, Contract Services and all other programs: The total revenue of $6,205,196 includes $516,508 of direct program revenue for the Mobility Program, $2,728,374 is earned income revenue of FlexRide, and $735,890 is earned income of Contract Services. The remainder of $2,224,424 is comprised of funds designated for the purchase of capital assets for mission services. 3104165 6205196 19659640 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 407 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X The Organization 3034472848 2855 N 63rd Street Boulder CO 803012959 Cris Aboussie President 2.00 X X 0 0 0 Dale Abood Board Member 2.00 X 0 0 0 Tasia Maxwell Board Member 2.00 X 0 0 0 Kady Haisley Board Member 2.00 X 0 0 0 George Gerstle Vice President 2.00 X X 0 0 0 Brian Lindoerfer Treasurer 2.00 X X 0 0 0 Debbie Noel Board Member 2.00 X 0 0 0 Joseph Sleeper Board Member 2.00 X 0 0 0 Bruce Warren Secretary 2.00 X X 0 0 0 Sam Black Board Member 2.00 X 0 0 0 Susana Perez Board Member 2.00 X 0 0 0 Laura Zavala Board Member 2.00 X 0 0 0 Stephanie Knight Board Member 2.00 X 0 0 0 Jenn Anderson Board Member 2.00 X 0 0 0 Tex Elam Board Member 2.00 X 0 0 0 Mary Hillard Board Member 2.00 X 0 0 0 Bill Patterson CFO 40.00 X 167171 0 0 Frank Bruno CEO 45.00 X 237875 0 840 405046 0 840 2 0 1 0 0 10135156 11792 9840 10146948 Transportation 480000 14178558 14178558 Rider Fares 480000 150113 150113 14328671 119034 119034 313001 0 313001 313001 313001 PPP Loan Forgiven 900099 2678000 2678000 2678000 27585654 17006671 0 432035 405886 238715 167171 13051327 11646167 1119607 285553 169705 137983 26447 5275 1771499 1485530 248308 37661 957236 852704 83402 21130 376496 376496 82028 82028 338266 161057 161057 16152 308531 250517 58014 37273 17965 17965 1343 1736919 1661795 75124 1172803 954565 218238 Vehicle and Facility Ma 1733345 1598023 135322 Fuel and Oil 460382 460382 Miscellaneous 236599 176344 60255 Utilities 217160 18991 198169 274548 175246 99302 23330003 19659640 3242994 427369 4911303 1559070 2969218 3789768 595057 677997 27098721 14057276 12086600 13041445 5681093 9297385 6250 97250 26249521 28462915 4320521 2128766 162547 108476 13937 10087 4497005 2247329 X 21751915 26152702 601 62884 21752516 26215586 26249521 28462915 4255651 207419 0 X 0 1 X 1 1 1 X 5826804 4170933 4269081 7188565 10146948 31602331 5826804 4170933 4269081 7188565 10146948 31602331 31602331 90421 98701 123208 104817 119034 536181 32138512 0.98330 0.98090 X 2016790 550436 2567226 1790639 226151 2016790 1529960 260679 1790639 1628665 2372 -101077 1529960 1411842 17728 199095 1628665 1 0 2501137 2501137 9172935 2674862 6498073 2379894 2259574 120320 13044755 9122840 3921915 13041445 Publicly Traded Securities 9297385 F 9297385 Gift Annuity Payments Due 10087 10087 27793073 207419 207419 27585654 0 27585654 23330003 0 23330003 0 23330003 1 X X X 0 0 0 0 0 0 0 0 0 Frank Bruno CEO 237875 0 0 0 0 0 0 0 840 0 238715 0 0 0 Bill Patterson CFO 167171 0 0 0 0 0 0 0 0 0 167171 0 0 0 Form 990, Part VI, Section B, line 11b The Organization's CEO, CFO, Audit Committee and Board of Directors review the tax return prior to filing. Form 990, Part VI, Section B, line 12c In January of each year, the Board of Directors and senior staff are required to review and sign a new Conflict of Interest Disclosure Statement. Form 990, Part VI, Section B, line 15 The Organization uses information from CANPO and Employer's Council to determine wage grade tables. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request. Federal Elections Section 1.263(a)-1(f) De Minimis Safe Harbor Election For the Year Ending December 31, 2021. Via Mobility Services is making the de minimis safe harbor election under Reg. Sec. 1.263(a)-1(f). Form 990, Part III, Line 1 Via Mobility Services EIN 84-0777296 Attachment #1 Form 990, Via's mission is to promote independence and self-sufficiency for people with limited mobility by providing caring, customer-focused transportation options. Via provides a variety of transportation and mobility options that improve the quality of life for older adults, individuals with disabilities, and others with limited mobility. Via's exempt purpose also encompasses contract transportation services that reduce vehicular traffic in high density areas and enhance local governments' efforts to provide accessible and available transportation options to all members of the community. Form 990, Page 2, Part III.-. Via was established in 1979 as Special Transportation for Boulder County (dba Special Transit) with initial funding from the Boulder County Commissioners, to coordinate an efficient, cost-effective and accessible transportation system for older adults, people with disabilities and low-income individuals residing in the county. Via links hundreds of individuals every day to medical appointments, treatment centers, meal sites, shelters, adult day care, educational facilities, and jobs. Our clients include older adults, mentally and physically challenged individuals, persons with chronic illnesses, temporarily disabled individuals, children in crisis, and individuals who are homeless. The organization officially changed its name from Special Transit to Via Mobility Services on 1/1/2012. Via Mobility Services (Via) is a vital community resource: The link to our society's discrete and spatially-dispersed activities is travel. Access to friends, families, employment, shopping and commerce, health and personal care, social interaction, education and cultural enrichment, - and religious expression--nearly all of the benefits of modern society--depend on our ability to transport ourselves from one location to another. High levels of mobility mean high levels of access, choice, and opportunity, which can lead to self-fulfillment, enrichment, independence, and even good health. Low levels of mobility can lead to isolation from friends and lack of access to the community as well as to critical services, food and health care. For many older adults and individuals with disabilities, a lack of mobility options poses one of the greatest challenges to remaining independent. Form 990. Via provides traditional paratransit service in eight counties. This service is a wheelchair-accessible, door-through-door, driver-assisted, demand-response service, serving older adults and individuals with disabilities. Via Paratransit provided over 135,000 trips and served more than 3,500 unduplicated individuals in 2021. Via also provides a travel training program to teach older adults and people with disabilities how to safely and confidently use public transportation to expand their independent travel options. A total of 109 people were served in 2021 in the comprehensive individual travel training program and evaluations indicate that successful trainees take an average of 15 trips per month on public transit. Via also acts as a travel navigator and helps all new clients to connect to the many transportation options that exist in their communities. During 2021, 6,850 new callers contacted Via for assistance and 3,621 had individual travel plans developed. These transportation and mobility programs are funded by multiple sources including government grants, United Ways, foundations, businesses and individuals. Via uses several performance measures to evaluate effectiveness and efficiency of service including: cost per trip, trips by community and by purpose, client demographics, call center wait time, number of preventable accidents per 100,000 miles traveled and more. The most recent program outcomes measurement evaluation showed that 97% of our riders agreed or strongly agreed Via helps them to be more independent and more self-sufficient. Form 990, Page 2. Part III: Question 4b. Under contract agreement with the Regional Transportation District (RTD) since 1996, Via operates Access-a-Ride, a paratransit program for individuals with disabilities that prevent them from using general public fixed route transit. As the regional publicly funded fixed route transit operator, RTD is mandated by the Americans with Disabilities Act (ADA) to fund complementary paratransit services for eligible individuals. In 2021, Via's Access-a-Ride program provided 110,119 trips. Form 990. Page 2, Part III: Question 4c. Under contract agreement with the City of Boulder and the University of Colorado-Boulder, Via operates the HOP, a high frequency circulator shuttle that connects the major retail, business and educational centers in the congested core of the city. Operating on short frequencies, seven days/week, commuters, students, downtown workers, visitors, seniors and people with disabilities are all well served by the HOP. Using electric buses, the HOP helps reduce pollution, improves air quality, mitigates traffic and supports the local economy by increasing accessibility to the main areas of the city. The HOP provided 248,370 trips in 2021. Form 990, Page 2, Part III: Question 4d. Under contract agreement with the Regional Transportation District (RTD), Via operates FlexRide transportation services in ten metro Denver-Area Communities. FlexRide is a hybrid demand responsive service operating in specific communities where fixed routes are generally not cost effective. Drivers take ride requests directly from a passenger. Designed to connect people to the RTD Park-n-Rides during peak hours of commuter travel, the service is open to anyone living or working within the defined geographic area. Via's FlexRide program provided 86,879 trips in 2021.