2026-07-31T17:10:46+00:00 2025-09-30 440160260 FORVIS MAZARS LLP 111 SOUTH TEJON SUITE 800 COLORADO SPRINGS CO 809039848 990 2024-10-01 237352287 CRAIG HOSPITAL FOUNDATION CRAI 3037898736 3425 S CLARKSON ST ENGLEWOOD CO 80113 SERENA BRUZGO PRESIDENT OF THE FOUNDATION 3037898736 2026-07-31 true true BRANDON SCHULZE P02051564 7194714290 2026-07-31 2024 2025-03-06 01:10:19Z SERENA BRUZGO 3425 S CLARKSON ST ENGLEWOOD CO 80113 31050492 false X WWW.CRAIGHOSPITAL.ORG X 1974 CO TO MANAGE THE CHARITABLE DEVELOPMENT PROCESS FOR CRAIG HOSPITAL; TO INCLUDE THE SOLICITATION, DISTRIBUTION, AND INVESTMENT OF DONATIONS IN SUPPORT OF THE HOSPITAL'S MISSION. 20 18 0 123 0 13956593 20264414 0 0 736346 2355016 -213679 -150962 14479260 22468468 9746393 10393487 0 0 0 0 0 0 17585 55294 128795 9801687 10522282 4677573 11946186 38642498 53286692 307351 1625586 38335147 51661106 CRAIG HOSPITAL FOUNDATION SUPPORTS CRAIG HOSPITAL IN ACHIEVING ITS GOALS THROUGH PHILANTHROPY BY RAISING FUNDS AND DEDICATING RESOURCES TO FURTHER ADVANCE THE NEEDS OF CRAIG HOSPITAL AND THE COMMUNITY IT SERVES. THE FOUNDATION SUPPORTS PATIENT ASSISTANCE, HOSPITAL PROGRAMS UNFUNDED BY INSURANCE, EQUIPMENT AND RESEARCH PROGRAMS RELATED TO SPINAL CORD AND BRAIN INJURIES. false false 6151249 6151249 0 HOSPITAL PROGRAM SUPPORT: INCLUDES PAYMENT TOWARDS NURSING AND PATIENT EDUCATION, RESEARCH, CAPITAL EQUIPMENT, THERAPEUTIC RECREATION PROGRAMS SUCH AS HORTICULTURE AND ADVENTURE PROGRAMS, AND NURSE ADVICE TELE-HEALTH SERVICES. 3296692 3296692 0 PATIENT ASSISTANCE PROGRAM: INCLUDES PAYMENT TOWARDS MOBILITY EQUIPMENT AND DURABLE MEDICAL EQUIPMENT, FINANCIAL ASSISTANCE RELATED TO SHELTER NEEDS SUCH AS HOME MODIFICATIONS, SCHOLARSHIPS TO PARTICIPATE IN FURTHERING EDUCATION GOALS, AND STIPENDS TO PARTICIPATE IN THERAPEUTIC RECREATION ACTIVITIES SUCH AS SCUBA DIVING, RAFTING, SKIING AND BIKING. 945546 945546 0 RESEARCH SUPPORT: INCLUDES FINANCIAL SUPPORT OF CLINICAL AND OTHER RESEARCH DIRECTED TOWARDS PATIENTS THAT SUSTAINED SPINAL CORD AND BRAIN INJURIES. 10393487 true true false false false false false false false true false false false false true false true true false false false false false false true false false true true true false false false false false false false false false false true false false false false true false false false false true 17 0 true 0 false false false false false true true false false false false false false X 20 18 true false true false true true false true true false false false true true true true true true false false false false CA FL GA AL HI IL KS KY ME MA MI MN MS NV NH NJ NM NY NC ND OH OR PA RI SC TN UT VA AR WV WI X DANIEL J FRANK 3037898636 3425 S CLARKSON ST ENGLEWOOD CO 80113 EMILY ROBINSON SECRETARY/TREASURER (START 02/25) 2.0 0 X X 0 0 0 JANDEL ALLEN-DAVIS MD PRESIDENT/CEO CRAIG HOSPITAL 8.0 40.0 X X 0 880409 140697 MARIBETH YOUNGER CHAIR 4.0 2.0 X X 0 0 0 SERENA BRUZGO PRESIDENT OF FOUNDATION 40.0 0.0 X X 0 337732 122654 ALEX OKANO DIRECTOR 2.0 0 X 0 0 0 BRIAN GRAFF DIRECTOR 2.0 0 X 0 0 0 CHRISTINA CAULKINS DIRECTOR 2.0 0 X 0 0 0 DAN CAMPBELL DIRECTOR 2.0 0 X 0 0 0 DAN DYE DIRECTOR (TERM 02/25) 2.0 0 X 0 0 0 ELENA WUCHER DIRECTOR 2.0 0 X 0 0 0 JAKE VANDERSLICE DIRECTOR (TERM 07/25) 2.0 0 X 0 0 0 JASON ROMERO DIRECTOR (START 01/25) 2.0 0 X 0 0 0 JOHN ROBB PAST CHAIR (TERM 07/25) 2.0 0 X 0 0 0 KATY CORRIGAN DIRECTOR 2.0 0 X 0 0 0 KEVIN CANTY DIRECTOR (START 01/25) 2.0 0 X 0 0 0 LISA COHN SECRETARY/TREASURER (TERM 02/25) 2.0 0 X 0 0 0 MARK ELLER DIRECTOR (START 07/25) 2.0 0 X 0 0 0 MATT CROWE DIRECTOR 2.0 0 X 0 0 0 NATHAN VANDAS DIRECTOR (TERM 02/25) 2.0 0 X 0 0 0 PETE HOLST DIRECTOR 2.0 0 X 0 0 0 RYAN BEISER DIRECTOR 2.0 0 X 0 0 0 RYAN BERRY DIRECTOR 2.0 0 X 0 0 0 STEVE BAKER DIRECTOR 2.0 0 X 0 0 0 TERESA VANDEBOGART DIRECTOR (TERM 10/24) 2.0 0 X 0 0 0 TOM CORLEY DIRECTOR 2.0 0 X 0 0 0 WHITNEY SUNDERLAND DIRECTOR (START 07/25) 2.0 0 X 0 0 0 DANIEL FRANK CFO CRAIG HOSPITAL 3.0 40.0 X 0 390568 94997 ANNETTE MAINLAND DIR LEGACY & PRINCIPAL GIFTS 40.0 0.0 X 0 132908 32188 BECKY PLUNKETT SR. DIRECTOR OF DONOR ENGAGE & OPS 40.0 0.0 X 0 146358 22350 JAN SWANSON KELLEY DIRECTOR OF DEVELOPMENT 40.0 0.0 X 0 101279 17202 SHANNON LOWE SR. DIR. PHILANTHROPY & GIFTS 40.0 0.0 X 0 189348 32540 0 2178602 462628 5 false true false 0 798071 120000 19346343 927709 20264414 0 0 0 0 0 1328636 1328636 0 0 9294213 8267833 1026380 0 1026380 1026380 163229 798071 314191 -150962 -150962 0 0 0 0 0 22468468 0 0 2204054 7096795 7096795 3296692 3296692 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 74110 0 74110 0 0 0 0 0 0 0 0 0 940 0 0 940 0 0 0 0 0 0 0 0 0 0 0 0 10 0 0 10 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FINANCE CHARGES 16635 0 0 16635 PLEDGE ALLOWANCE 37100 0 37100 0 0 0 0 0 10522282 10393487 111210 17585 467754 392852 19127293 31399887 6745025 7448372 0 0 0 0 0 0 0 0 12302426 14045581 0 0 0 0 38642498 53286692 123798 390629 0 0 183553 1234957 307351 1625586 X 10681924 16368697 27653223 35292409 38335147 51661106 38642498 53286692 11946186 1379773 0 X false true true false X 9436593 11804099 16218604 13956593 20264414 71680303 0 0 9436593 11804099 16218604 13956593 20264414 71680303 10287178 61393126 314155 1040855 759714 956892 1328636 4400252 0 0 0 0 0 0 0 76080555 0 0.80695 0.78508 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13877622 486488 1243204 568766 15038548 11616542 222289 2407340 368549 13877622 8963169 1601976 1336099 284702 11616542 11242483 301709 -2308202 272821 8963169 9175879 431146 1889606 254148 11242483 0.16 0.84 0.0 false true true FEDERAL INCOME TAXES DUE TO AFFILIATE 1234957 1234957 28298360 1379773 4210038 314191 5904002 22394358 74110 0 74110 22468468 14972401 4210038 314191 4524229 10448172 74110 0 74110 10522282 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 V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS ENDOWMENT FUNDS SERVE A VARIETY OF PURPOSES INCLUDING SUPPORTING FORMER PATIENTS, PROVIDING EDUCATION TO EMPLOYEES, RESEARCH RELATED ACTIVITIES AND ENSURING EXCELLENCE OF CRAIG HOSPITAL. SCHEDULE D, PART XI, LINE 2(D) OTHER REVENUES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990 SPECIAL FUNDRAISING EVENT DIRECT EXPENSES - 314191 SCHEDULE D, PART XII, LINE 2(D) OTHER EXPENSES IN AUDITED FINANCIAL STATEMENTS NOT IN FORM 990 SPECIAL FUNDRAISING EVENT DIRECT EXPENSES - 314191 SANCTUARY GOLF 232503 166895 65608 0 0 61961 17500 3500 5167 PEDAL FOR POSSIBLE 227768 199336 28432 0 0 11487 742 1033 32467 3 501029 431840 69189 0 0 17075 67243 11000 85016 961300 798071 163229 0 0 90523 85485 15533 122650 314191 -150962 true CRAIG HOSPITAL 3425 S CLARKSON STREET ENGLEWOOD CO 80113 840404233 HOSPITAL 7096795 PROGRAM & RESEARCH SUPPORT 1 0 PATIENT ASSISTANCE - FINANCIAL ASSISTANCE 1431 1833278 PATIENT ASSISTANCE - MOBILITY AND DURABLE MEDICAL EQUIPMENT 781 1132876 PATIENT ASSISTANCE - ALUMNI SCHOLARSHIPS 428 330538 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING USE OF GRANT FUNDS PROFESSIONAL COUNSELING STAFF INCLUDING STAFF FROM CLINICAL CARE MANAGEMENT (DEPARTMENT OF CRAIG HOSPITAL) CAN INITIATE AN APPLICATION REQUEST ON BEHALF OF THE PATIENT. EACH REQUEST MUST BE APPROVED BY A DEPARTMENT DIRECTOR BEFORE ACCOUNTS PAYABLE PREPARES PAYMENT FOR THE NEED. FOUNDATION STAFF REVIEW EACH REQUEST TO ENSURE EXPENSES MEET DONOR-INTENT AND TO PLAN FOR FUTURE FUNDING NEEDS. FOR FUNDS MADE TO ORGANIZATIONS, THE RESEARCH DEPARTMENT PROVIDES A SUMMARY OF THEIR ACTIVITIES FOR THE YEAR FOR PRESENTATION, OR A REPORT IS PROVIDED TO THE CEO IN AN ANNUAL MEETING. THE FOUNDATION ALSO MAKES GRANTS DIRECTLY TO CRAIG HOSPITAL, A RELATED ORGANIZATION, AND THESE GRANTS ARE OVERSEEN AND MONITORED BY STAFF SHARED BETWEEN THE TWO ORGANIZATIONS. false true false false false false false false false JANDEL ALLEN-DAVIS MD PRESIDENT/CEO CRAIG HOSPITAL 0 626949 0 191394 0 62066 0 116800 0 23897 0 1021106 0 0 SERENA BRUZGO PRESIDENT OF FOUNDATION 0 269205 0 62338 0 6189 0 76800 0 45854 0 460386 0 0 DANIEL FRANK CFO CRAIG HOSPITAL 0 310880 0 68132 0 11556 0 76688 0 18309 0 485565 0 0 SHANNON LOWE SR. DIR. PHILANTHROPY & GIFTS 0 158485 0 30145 0 718 0 7794 0 24746 0 221888 0 0 ANNETTE MAINLAND DIR LEGACY & PRINCIPAL GIFTS 0 131014 0 1489 0 405 0 5993 0 26195 0 165096 0 0 BECKY PLUNKETT SR. DIRECTOR OF DONOR ENGAGE & OPS 0 127953 0 17735 0 670 0 10656 0 11694 0 168708 0 0 SCHEDULE J, PART I, LINE 3 ARRANGEMENT USED TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION THE OFFICERS AND HIGHEST COMPENSATED EMPLOYEES OF CRAIG HOSPITAL FOUNDATION ARE COMPENSATED BY CRAIG HOSPITAL, A RELATED ORGANIZATION. THE EXECUTIVE COMMITTEE OF CRAIG HOSPITAL COMMISSIONS AN INDEPENDENT COMPENSATION CONSULTING FIRM EVERY 2-3 YEARS TO CONDUCT A STUDY OF COMPENSATION OF THE KEY LEADERSHIP POSITIONS WITHIN THE HOSPITAL UTILIZING DATA FROM BOTH LOCAL AND NATIONAL HOSPITALS. THIS DATA IS THEN USED BY THE EXECUTIVE COMMITTEE WHEN IT APPROVED THE COMPENSATION OF THE PRESIDENT/CEO AND OTHER TOP MANAGEMENT POSITIONS WITHIN THE HOSPITAL. ALL OF THE DETAILS OF THE DELIBERATION AND DECISION-MAKING PROCESS ARE DOCUMENTED IN THE EXECUTIVE COMMITTEE MEETING MINUTES. SCHEDULE J, PART I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN CRAIG HOSPITAL OFFICERS PARTICIPATE IN A NON-QUALIFIED 457F RETIREMENT PLAN. DURING THE YEAR, THE FOLLOWING AMOUNTS WERE FUNDED BY CRAIG HOSPITAL: JANDEL ALLEN-DAVIS $80,000, DANIEL FRANK $40,000, SERENA BRUZGO $40,000. 87 10065 MARKET VALUE 19 917644 MARKET VALUE 0 false true true SCHEDULE M, PART I, LINE 32B THIRD PARTIES USED TO SOLICIT, PROCESS, OR SELL NONCASH CONTRIBUTIONS USE A THIRD PARTY TO LIQUIDATE ALL PUBLICLY-HELD STOCK DONATIONS. SCHEDULE M, PART I EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONS SECURITIES - PUBLICLY TRADED - AMOUNT REPORTED IN COLUMN (B) IS THE NUMBER OF INDIVIDUAL DONORS THAT CONTRIBUTED. ART - WORKS OF ART - AMOUNT REPORTED IN COLUMN (B) IS THE NUMBER OF ITEMS CONTRIBUTED. FORM 990, PART VI, LINE 2 FAMILY/BUSINESS RELATIONSHIPS AMONGST INTERESTED PERSONS JANDEL ALLEN-DAVIS M.D. IS THE CURRENT CEO OF CRAIG HOSPITAL, DANIEL J FRANK IS THE CURRENT CFO/VP FINANCE OF CRAIG HOSPITAL. CRAIG HOSPITAL IS A RELATED ORGANIZATION. - BUSINESS RELATIONSHIP FORM 990, PART VI, LINE 4 SIGNIFICANT CHANGES TO ORGANIZATIONAL DOCUMENTS DURING THE YEAR, THE ORGANIZATION ADOPTED AMENDED AND RESTATED ARTICLES OF INCORPORATION. THE AMENDMENTS UPDATED AND MODERNIZED CERTAIN GOVERNANCE AND ADMINISTRATIVE PROVISIONS, INCLUDING REGISTERED AGENT INFORMATION, AND EXPANDED LANGUAGE RELATED TO THE ORGANIZATION'S POWERS, RESTRICTIONS, AND COMPLIANCE WITH SECTION 501(C)(3) REQUIREMENTS. THE AMENDMENTS ALSO REVISED THE DISSOLUTION PROVISION TO PROVIDE ADDITIONAL FLEXIBILITY IN THE DISTRIBUTION OF ASSETS TO QUALIFIED TAX-EXEMPT ORGANIZATIONS OR GOVERNMENTAL ENTITIES, CONSISTENT WITH APPLICABLE LAW. THESE CHANGES DID NOT RESULT IN A MATERIAL CHANGE TO THE ORGANIZATION'S CHARITABLE PURPOSES OR OPERATIONS. FORM 990, PART VI, LINE 6 CLASSES OF MEMBERS OR STOCKHOLDERS CRAIG HOSPITAL IS A MEMBER OF THE FOUNDATION. FORM 990, PART VI, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY THE FOUNDATION IS GOVERNED BY A VOLUNTEER BOARD OF DIRECTORS (THE BOARD). THE HOSPITAL'S BOARD OF DIRECTORS MAY APPOINT UP TO 11 DIRECTORS TO THE FOUNDATION'S BOARD. THE FOUNDATION'S BYLAWS STIPULATE THAT THE HOSPITAL'S APPOINTED DIRECTORS MUST CONSTITUTE A MAJORITY OF THE FOUNDATION'S BOARD. THE FOUNDATION'S PRESIDENT AND THE PRESIDENT OF CRAIG HOSPITAL SERVE AS DIRECTORS WITH FULL VOTING RIGHTS. FORM 990, PART VI, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY PRIOR TO FILING, THE FORM 990 AND RELATED SCHEDULES ARE PRESENTED, REVIEWED AND APPROVED BY THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. COPIES ARE AVAILABLE FOR ALL MEMBERS OF THE FULL BOARD ALONG WITH A REPORT FROM THE SUB-COMMITTEE. FORM 990, PART VI, LINE 12C CONFLICT OF INTEREST POLICY ALL MEMBERS OF THE BOARD OF DIRECTORS, EXECUTIVE AND SENIOR TEAM MANAGEMENT COMPLETE A DUALITY OF INTEREST FORM ANNUALLY AND ANY DISCLOSURES ARE SHARED WITH MEMBERS OF THE BOARD OF DIRECTORS AT A REGULAR MEETING. ANY POTENTIAL CONFLICTS ARE COMMUNICATED AND THE INDIVIDUAL WITH A CONFLICT ABSTAINS THEMSELVES FROM VOTING ON DECISIONS OR CONDUCTING TRANSACTIONS THAT WOULD CAUSE A CONFLICT. FORM 990, PART VI, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC ALL DOCUMENTS DESCRIBED ARE PROVIDED UPON REQUEST. IN ADDITION, PARTS OF OR SIMILAR DOCUMENTS CAN BE FOUND ON THE SECRETARY OF STATE'S WEBSITE. CRAIG HOSPITAL 3425 S CLARKSON ST ENGLEWOOD CO 80113 840404233 HOSPITAL CO 501(C)(3) 3 NA false ADAPTIVE EQUIPMENT COMPANY 3425 S CLARKSON ST ENGLEWOOD CO 80113 841280869 INACTIVE CO NA C CORPORATION 0 0 1 false false true true false true false false false false false false true true true true true false false false