2025-11-17T11:33:57-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 8181 E TUFTS AVE SUITE 600 DENVER CO 80237 990 2024-01-01 841440363 THE COLORADO FUND FOR PEOPLE WITH DISABILITIES INCORPORATED COLO 3037332867 1355 S COLORADO BLVD 920 DENVER CO 80222 MICHAEL CALABRESE CFO 3037332867 2025-11-14 1 1 ALYSSA M KENT P01701477 3037409400 2025-11-11 2024 2025-03-06 01:10:19Z MEGAN BRAND 1355 S COLORADO BLVD 920 DENVER CO 80222 2539181 0 X WWW.CFPDTRUST.ORG X 1993 CO TO SERVE AS TRUSTEE AND PROVIDE SERVICES FOR THE BENEFIT OF PEOPLE WITH DISABILITIES. 10 10 27 10 0 0 881902 569512 1819447 1969669 0 0 0 0 2701349 2539181 14969 22547 0 0 1928395 1888882 0 0 0 654022 601093 2597386 2512522 103963 26659 752271 45459043 496494 45179044 255777 279999 TO SERVE AS TRUSTEE FOR THE MANAGEMENT, ADMINISTRATION, ALLOCATION, AND DISBURSEMENT OF FUNDS FOR THE BENEFIT OF DISABLED PERSONS. 0 0 1522335 22547 1969669 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. 1522335 1 0 0 1 0 0 0 0 1 0 1 0 0 0 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 14 0 1 27 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 JASON FOSTER DIRECTOR 1.00 1.00 X 0 0 0 MEGAN BRAND EXECUTIVE DIRECTOR 20.00 1.00 X 170450 0 13104 DEBRA ALTHOFF CFO - PART YEAR 20.00 1.00 X 96843 0 10953 EMILY BRAGER COO 20.00 1.00 X 133165 0 4906 SARAH CROWNOVER CHIEF TRUST OFFICER 40.00 1.00 X 97335 0 9555 MICHAEL CALABRESE CFO - PART YEAR 1.00 20.00 X 38985 0 0 536778 0 38518 2 0 1 0 0 511200 58312 569512 FEE INCOME 900099 1969669 1969669 1969669 2539181 1969669 0 0 22547 22547 575296 377800 197496 994730 580181 414549 42803 26110 16693 141304 85930 55374 134749 82197 52552 13141 13141 90420 50030 40390 15477 9441 6036 1851 1851 35278 21520 13758 165296 100831 64465 100588 61359 39229 16700 10187 6513 91475 55799 35676 CHARITABLE EXPENSES 20818 12699 8119 MISCELLANEOUS 17537 4406 13131 PAYROLL SERVICE FEES 13373 8157 5216 MEMBERSHIP 10177 10177 8962 8962 2512522 1522335 990187 0 469237 371909 5086694 237358 382660 27384 22739 4645 4645 39228069 41031 385066 752271 45459043 199245 187841 259665 290915 44314763 37584 385525 496494 45179044 X 255777 279999 255777 279999 752271 45459043 X 26659 -2437 X 0 1 X 1 0 X 555982 522242 686256 881902 569512 3215894 1617914 1760392 1700854 1819447 1969669 8868276 2173896 2282634 2387110 2701349 2539181 12084170 0 0 0 12084170 2173896 2282634 2387110 2701349 2539181 12084170 1.00000 1.00000 0.00000 X 2512522 2512522 275626 68907 0 0 275626 275626 413439 68907 68907 103361 0 1 X 27384 22739 4645 4645 CAPITAL LEASE LIABILITY 385525 385525 12776287 10237106 10237106 2539181 0 2539181 7797011 5284489 5284489 2512522 0 2512522 PART IV, LINE 2B: THE COLORADO FUND FOR PEOPLE WITH DISABILITIES ("CFPD") SERVES AS A TRUSTEE FOR THE MANAGEMENT, ADMINISTRATION, ALLOCATION, AND DISBURSEMENT OF FUNDS ENTRUSTED TO CFPD FOR THE BENEFIT OF DISABLED PERSONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION REVENUES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 10,237,106. PART XII, LINE 2D - OTHER ADJUSTMENTS: RELATED ORGANIZATION EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 5,284,489. 1 TECHNICAL ASSISTANCE 25 2547 REP PAYEE PROGRAM 175 20000 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 170450 0 0 0 0 0 5207 0 7897 0 183554 0 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 BOARD REVIEWS THE COMPENSATION REPORTS AND DETERMINES 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. FORM 990, PART XI, LINE 9: TRANSFER TO COLORADO FUND FOR PEOPLE WITH DISABILITIES TRUST -2,437. 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 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 COLORADO FUND FOR PEOPLE WITH DISABILITIES TRUST C 511200 CASH