2024-11-15T18:12:44-06:00 2023-12-31 381357951 PLANTE & MORAN PLLC 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 990 2023-01-01 841440363 THE COLORADO FUND FOR PEOPLE WITH DISABILITIES INCORPORATED COLO 3037332867 1355 S COLORADO BLVD 920 DENVER CO 80222 MICHAEL CALABRESE CFO 3037332867 2024-11-15 1 1 RYAN C HARRIS P00645252 3037409400 2024-11-15 2023 2024-10-15 13:58:12Z MEGAN BRAND 1355 S COLORADO BLVD 920 DENVER CO 80222 2701349 0 X WWW.CFPDTRUST.ORG X 2015 CO TO SERVE AS TRUSTEE AND PROVIDE SERVICES FOR THE BENEFIT OF PEOPLE WITH DISABILITIES. 10 10 23 0 0 0 686256 881902 1700854 1819447 0 0 0 0 2387110 2701349 18710 14969 0 0 1807714 1928395 0 0 0 679979 654022 2506403 2597386 -119293 103963 623007 752271 471193 496494 151814 255777 TO SERVE AS TRUSTEE FOR THE MANAGEMENT, ADMINISTRATION, ALLOCATION, AND DISBURSEMENT OF FUNDS FOR THE BENEFIT OF DISABLED PERSONS. 0 0 1566550 14969 1819447 THE ORGANIZATION SERVES AS TRUSTEE OF VARIOUS KINDS OF SPECIAL NEEDS TRUSTS FOR DISABLED INDIVIDUALS. THIS ALLOWS THE DISABLED BENEFICIARIES TO CONTINUE TO RECEIVE SOCIAL SECURITY INCOME, MEDICAID, AND OTHER GOVERNMENT BENEFITS. THE ORGANIZATION PROVIDES MONEY MANAGEMENT SERVICES TO THE BENEFICIARIES AND HELPS ENHANCE THE BENEFICIARIES QUALITY OF LIFE BEYOND WHAT WOULD USUALLY BE POSSIBLE FOR THOSE RECEIVING PUBLIC BENEFITS. THE ORGANIZATION ALSO PROVIDES CONSERVATORSHIP SERVICES, CASE MANAGEMENT SERVICES, TRUST ADVISORY SERVICES, REPRESENTATIVE PAYEE SERVICES, MEDICARE SET-ASIDE SERVICES, AND SOCIAL ACTIVITIES FOR THE DISABLED BENEFICIARIES. 1566550 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 10 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X MICHAEL CALABRESE 3037332867 1355 S COLORADO BLVD 920 DENVER CO 80222 FRANK BAYSORE VICE-PRESIDENT 1.00 1.00 X X 0 0 0 STEPHANIE BRENNAN SECRETARY 1.00 1.00 X X 0 0 0 CHRISTOPHER STEHNO DIRECTOR 1.00 1.00 X 0 0 0 KENT OLSEN TREASURER 1.00 1.00 X X 0 0 0 LYNN MASON DIRECTOR 1.00 1.00 X 0 0 0 ARLENE BARRINGER PRESIDENT 1.00 1.00 X X 0 0 0 MARK GREENBERG DIRECTOR 1.00 1.00 X 0 0 0 JANE ALTMAN DIRECTOR 1.00 1.00 X 0 0 0 ERIC KELLY DIRECTOR 1.00 1.00 X 0 0 0 CHRISTOPHER BROCK DIRECTOR 1.00 1.00 X 0 0 0 MEGAN BRAND EXECUTIVE DIRECTOR 20.00 20.00 X 88280 88280 12470 DEBRA ALTHOFF CFO 20.00 20.00 X 62144 62144 18518 EMILY BRAGER COO 20.00 20.00 X 55269 55269 8508 205693 205693 39496 0 0 1 0 0 510000 99473 272429 881902 FEE INCOME 900099 1584692 1584692 MISSION SUPPORT CONTRA 900099 234755 234755 1819447 2701349 1819447 0 0 14969 14969 450882 302460 148422 1175058 690264 484794 44677 27253 17424 133247 80380 52867 124531 75964 48567 7068 4311 2757 63876 38964 24912 97148 76968 20180 1635 1635 43037 26255 16782 178008 108585 69423 88892 54224 34668 15438 9417 6021 19269 19269 929 929 72079 43968 28111 BANK FEES 24092 24092 PAYROLL SERVICE FEES 11074 6755 4319 WORKERS COMP 9530 5813 3717 MEMBERSHIP 9028 9028 12919 12919 2597386 1566550 1030836 0 342961 469237 269979 237358 27384 22739 5574 4645 4493 41031 623007 752271 222716 199245 95773 259665 150000 2704 37584 471193 496494 X 151814 255777 151814 255777 623007 752271 103963 0 X 0 1 X 1 0 X 579693 555982 522242 686256 881902 3226075 1612538 1617914 1760392 1700854 1819447 8511145 2192231 2173896 2282634 2387110 2701349 11737220 0 0 0 11737220 2192231 2173896 2282634 2387110 2701349 11737220 1.00000 1.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 27384 22739 4645 4645 RENT DEPOSITS 4493 RIGHT OF USE OPERAING LEASE ASSETS 36538 41031 CAPITAL LEASE LIABILITY 37584 37584 12097268 9395919 9395919 2701349 0 2701349 7210850 4613463 4613463 2597387 0 2597387 PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION REVENUES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 9,395,919. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 4,613,463. 1 LIVING EXPENSES 28 14969 PART I, LINE 2: IN MOST CASES, THE FUNDS ARE NOT GIVEN DIRECTLY TO THE INDIVIDUAL, BUT ARE PAID TO THE PERSON OR BUSINESS PROVIDING THE ASSISTANCE. THUS, THE ORGANIZATION IS ABLE TO ENSURE THE FUNDS ARE USED FOR THEIR INTENDED PURPOSE. 0 0 0 0 0 0 0 0 0 MEGAN BRAND EXECUTIVE DIRECTOR 88280 88280 0 0 0 0 2279 2279 3956 3956 94515 94515 0 0 PART V, LINE 2 THE EMPLOYEES OF THE ORGANIZATION ARE PAID THROUGH A COMMON PAYMASTER ARRANGEMENT WITH COLORADO FUND FOR PEOPLE WITH DISABILITIES TRUST, WHICH IS A RELATED ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CFO. AFTER THIS REVIEW, IT IS E-MAILED TO THE BOARD OF DIRECTORS PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS MUST COMPLETE AND SIGN A CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS THAT REQUIRES THE DISCLOSURE OF ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD USES INDUSTRY COMPENSATION REPORTS TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THE FINANCE COMMITTEE REVIEWS THE COMPENSATION REPORTS AND THEN MAKES A RECOMMENDATION TO THE BOARD OF DIRECTORS, WHO APPROVE THE COMPENSATION FOR THE EXECUTIVE DIRECTOR. THE ORGANIZATION MAINTAINS THE APPROPRIATE DOCUMENTATION OF THE PROCESS. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL INFORMATION AND POLICIES ARE AVAILABLE UPON REQUEST. COLORADO FUND FOR PEOPLE WITH DISABILITIES TRUST 1355 SOUTH COLORADO BLVD 920 DENVER CO 80222 846272143 FIDUCIARY SERVICES CO 501(C)(3) LINE 10 CFPD INC 1 0 0 1 0 1 0 0 0 0 0 0 1 0 1 1 0 0 0 1 COLORADO FUND FOR PEOPLE WITH DISABILITIES TRUST C 510000 CASH