2023-11-13T14:46:25-06:00 2022-12-31 FORVIS LLP 111 South Tejon Suite 800 Colorado Springs CO 809039848 990 2022-01-01 844867019 THE COMMUNITY FIRM % SAM GILMAN COMM 3032381200 1600 N DOWNING STREET Suite 600 DENVER CO 80218 Sam Gilman COFOUNDER/PRESIDENT 2028413180 2023-11-10 true Sam Gilman 999009999 true X Adam R Smith CPA P00958966 7194714290 2023-11-10 2 2022 2023-04-26 12:10:37Z X COMMUNITY ECONOMIC DEFENSE PROJECT Sam Gilman 1600 N DOWNING STREET STE 600 DENVER CO 80218 84503443 false X HTTPS://CEDPROJECT.ORG X 2020 CO THE COMMUNITY FIRM IS A NONPROFIT ESTABLISHED TO PROVIDE SOCIAL AND LEGAL SERVICES, PUBLIC BENEFITS, & POLICY CHANGE FOR & BY PARTNERING WITH LOW INCOME & WORKING PEOPLE. 7 2 146 5 0 18876738 84421354 2975 80482 123 1607 0 0 18879836 84503443 16425024 73769349 0 0 1689020 6863971 0 0 0 347824 1312937 18461868 81946257 417968 2557186 6715849 23651721 5977679 20356365 738170 3295356 X THE COMMUNITY FIRM DBA COMMUNITY ECONOMIC DEFENSE PROJECT (CEDP) IS A NOT-FOR-PROFIT ORGANIZATION ESTABLISHED TO PROVIDE SOCIAL SERVICES, PUBLIC BENEFITS, AND POLICY CHANGE. OUR MISSION IS TO PARTNER WITH LOW INCOME AND WORKING PEOPLE TO BUILD ECONOMIC AND RACIAL EQUITY. WE DO THIS BY PROVIDING EMERGENCY SERVICES, CONFRONTING ECONOMIC ABUSE, AND INVESTING IN COMMUNITY WEALTH. WE USE AN EVER-EVOLVING SET OF LEGAL, ECONOMIC AND ADVOCACY TOOLS TO CHALLENGE AND DISMANTLE UNJUST SYSTEMS, BUILDING QUICKLY TOWARDS A WORLD WHERE ALL PEOPLE HAVE WHAT THEY NEED TO LIVE AND THRIVE. true false 79537289 73769349 80482 INTEGRATED FINANCIAL ASSISTANCE AND HOUSEHOLD STABILITY SERVICES: The Organization offers a fund that provides emergency rental assistance to renters facing eviction or displacement. In partnership with state and local government emergency assistance programs, CEDP qualifies renters facing eviction and displacement for benefits, and it issues quick, accurate financial assistance checks. Its emergency rental assistance program is designed to move faster than the eviction timeline, with capabilities to qualify tenants for benefits and issue payments in less than 24 hours when needed to stabilize a household. - SEE SCHEDULE FOR CONTINUATION 950152 LEGAL AID: Through CED Law, the Organization offers legal assistance to renters facing eviction in the state of Colorado. Managed separately from the Financial Assistance and Household Stability Services Program, CED Law provides legal assistance to Coloradans facing eviction or struggling with consumer and housing debt burdens. Depending on client need, attorneys provide advice, limited assistance representation, or full-service legal representation. CED Law also manages legal aid clinics alongside community partners and in courthouses across the state. 236350 PUBLIC POLICY AND ORGANIZING: The Organization's clients have pushed the organization to amplify their experiences into policy change. The public policy and organizing function invests in storytelling and data to inform policy debates. CEDP also engages in advocacy on a limited basis on housing, consumer, economic, and civil legal issues that are directly related to its mission and clients' lived experience. civil legal issues that are directly related to its mission and clients' lived experience. 39266 80763057 true true false true false false false false false false true false false false false false true false false false false false false false false false false false true true false false false false false false false false false false false false false false false false true 2171 0 false 146 true false false false false false false false false false false false false X 7 2 true false true false false false false true true false false true true true true true true true true false X SAM GILMAN 2028413180 1600 N DOWNING STREET STE 600 DENVER CO 80218 Zachary Neumann Executive Director/CEO 40.0 0.0 X X 142904 0 8428 Sam Gilman Co-Founder/President 40.0 0.0 X X 128441 0 10762 MELISSA MEJIA HEAD OF STATE LOCAL POLICY 40.0 0.0 X 101463 0 16430 Martha Lanaghen COO (05/22-09/22) 40.0 0.0 X 88734 0 2686 Burt Nadler Director (Beg 09/22) 40.0 0.0 X 13631 0 836 Carey Degenaro Board Secretary 40.0 0.0 X X 10930 0 1141 Jennifer Lopez Board Chair 2.0 0.0 X X 0 0 0 Marco Dorado Board Treasurer 0.5 0.0 X X 0 0 0 Victoria Suarez-Palomo Director 0.5 0.0 X 0 0 0 Terrell Curtis Director (END 07/22) 0.5 0.0 X 0 0 0 486103 0 40283 3 false true false THE COMMUNITY INVESTMENT ALLIANCE 24 HERMOSA CIRCLE DURANGO CO 81301 HOUSING PLANNING SVC 138139 ALTRUISTIC ADVISORS PO BOX 6060 PLYMOUTH MI 48170 ACCOUNTING 115007 2 82644220 1777134 0 84421354 IMPACT DEVELOPMENT 561000 80482 80482 80482 1607 1607 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 84503443 80482 1607 0 73769349 73769349 0 0 408493 408493 28999 28999 5430914 4836588 594326 152160 133081 19079 294852 294852 548553 495008 53545 0 78469 34631 43838 74553 7235 67318 93098 93098 0 0 351406 259166 92240 0 9068 6762 2306 328098 315462 12636 0 17081 14311 2770 27577 1231 26346 0 0 64800 64800 0 5107 5107 10665 9942 723 RECRUITING 8165 7758 407 BAD DEBT 122709 122709 EQUIPMENT AND REPAIRS 121264 47091 74173 OTHER 877 877 0 81946257 80763057 1183200 0 0 7599173 3766310 10055831 2904744 5730134 0 0 0 0 0 0 0 0 0 0 15270 249404 24611 7432 22286 17179 0 0 0 0 0 0 0 0 7239 0 6715849 23651721 102208 386420 0 0 2053812 16969945 0 0 0 0 0 0 3000000 3000000 0 0 821659 0 5977679 20356365 X 597161 3107896 141009 187460 738170 3295356 6715849 23651721 2557186 X false true X true true true X 0 0 336441 18876738 84377468 103590647 0 0 0 0 336441 18876738 84377468 103590647 0 103590647 2 123 1607 1732 0 0 103592379 83457 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 93098 false false 93098 false PART II-B, Line 1, LOBBYING ACTIVITIES: ON A DE MINIMIS BASIS, THE COMMUNITY FIRM LOBBIED THE COLORADO STATE LEGISLATURE TO PASS POLICIES ASSOCIATED WITH ITS MISSION TO SERVE TENANTS AND LOW-INCOME PEOPLE IN COLORADO. LOBBYING CONSISTED OF DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, AND A LEGISLATIVE BODY. THE COMMUNITY FIRM EMPLOYED AN OUTSIDE LOBBYIST. 24611 7432 17179 17179 84524357 20914 20914 84503443 84503443 81967171 20914 20914 81946257 81946257 PART X, LINE 2: THE ORGANIZATION HAS BEEN ORGANIZED AS A COLORADO NONPROFIT COPORATION AND HAS BEEN RECOGNIZED BY THE IRS AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(A) AS ORGANIZATIONS DESCRIBED IN IRC SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION, AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION. THE ORGANIZATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE ORGANIZATION ARE SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. THE ORGANIZATION DETERMINED THAT IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAS NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE ORGANIZATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALITES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALITES ARE INCURRED. true Rental Assistance 8505 73769349 PART I, Line 2: FOR GRANTS TO INDIVIDUALS, THE ORGANIZATION ENSURES THAT THESE GRANTS ARE SPENT ACCORDING TO THEIR INTENDED PURPOSES BY CONDUCTING ELIGIBILITY CHECKS AND REVIEWS. FOR GRANTS TO ORGANIZATIONS, THE COMMUNITY FIRM IS IN REGULAR CONTACT WITH THE ASSOCIATED ORGANIZATIONS AND THROUGH THEIR JOINT ACTIVITIES MONITORS THE RELEVANT GRANTS. X X X false false false false false false false false Zachary Neumann Executive Director/CEO 142904 3841 4587 151332 FORM 990, PART III, LINE 2 DISASTER RELIEF: IN LATE 2022, CEDP LAUNCHED A DISASTER RESPONSE PROGRAM. THIS EFFORT LEVERAGES TECHNOLOGY AND PROGRAMS, DEVELOPED TO RESPOND TO THE COVID-19 PANDEMIC, TO SUPPORT COLORADO RESIDENTS AFFECTED BY NATURAL DISASTERS, INCLUDING FIRES AND FLOODS. THIS PROGRAM WORKS IN PARTNERSHIP WITH LOCAL GOVERNMENTS AND OTHER NON-PROFIT AGENCIES TO ENSURE THAT RESIDENTS CAN ACCESS RELIEF AND RECOVERY FUNDS. FORM 990, PART III, LINE 4A INTEGRATED FINANCIAL ASSISTANCE AND HOUSEHOLD STABILITY SERVICES CONTINUED: Since July 2022, CEDP has also managed the State of Colorado's emergency intake system for renters facing displacement. This intake system answers tenant calls about the rental assistance program, features intake agents at courthouses across the state, and coordinates among service providers. Through this program, CEDP makes referrals to its own eviction prevention and homelessness diversion programs, and coordinates service delivery with other service providers across the state for household stability services and other needed benefits and services. services and other needed benefits and services. EXPENSES $79,537,289 INCLUDING GRANTS OF $0. REVENUE $80,482 FORM 990, PART III, LINE 4D DISASTER RELIEF: In late 2022, CEDP launched a disaster response program. This effort leverages technology and programs, developed to respond to the COVID-19 pandemic, to support Colorado residents affected by natural disasters including fires and floods. This program works in partnership with local governments and other non-profit agencies to ensure that residents can access relief and recovery funds. EXPENSES $39,266 INCLUDING GRANTS OF $0. REVENUE $0 FORM 990, PART VI, SECTION A, LINE 2 EXECUTIVE DIRECTOR ZACHARY NEUMANN AND VICTORIA SUAREZ-PALOMO HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE INFORMATION FOR THE 990 IS GATHERED AND ENTERED BY ACCOUNTING LEADERSHIP, MAINLY THE CONTROLLER AND CFO. THEY UTILIZE THE SOFTWARE RELEVANT TO THE INFORMATION BEING REQUESTED (I.E. ACCOUNTING SOFTWARE, PAYROLL SOFTWARE) AS WELL AS VERIFYING INFORMATION AGAINST THE APPROVED SCHEDULES AND AUDITED FINANCIALS. AFTER THE INFORMATION IS INPUTTED, A DRAFT REPORT IS GENERATED AND SENT TO THE CEO AND PRESIDENT FOR REVIEW AND APPROVAL. ONCE APPROVED, THE INFORMATION IS PRESENTED TO THE BOD FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12 THE CONFLICT POLICY REQUIRES ANNUAL DISCLOSURE OF ANY CONFLICTS AND TIGHT FINANCIAL CONTROLS. NO ONE HAS COMPLETE CONTROL OF A TRANSACTION OR OF THE CONTRACTING PROCESS. RELATED PARTIES MUST RECUSE THEMSELVES FROM DELIBERATION ON THESE ISSUES. FORM 990, PART VI, SECTION B, LINE 15A & 15B THE COMMUNITY FIRM CONDUCTED A SALARY STUDY FOR EACH POSITION IN THE ORGANIZATION. THE SALARY STUDY REVIEWED THE COMPENSATION OF SIMILALRY SITUATED ROLES AT OTHER NON-PROFITS. THE RESULTS OF THAT SALARY STUDY WERE PRESENTED TO MANAGEMENT AND THE BOARD. IN 2022, THE BOARD APPROVED COMPENSATION AND DEFERRED COMPENSATION FOR ORGANIZATIONAL LEADERSHIP. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 IS PUBLICALLY AVAILABLE. THE AUDIT IS AVAILABLE THROUGH SAC. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE UPON REQUEST.