2022-11-15T13:30:14-06:00 2022-06-30 840741890 FORTNER BAYENS LEVKULICH & GARRISON 1580 LINCOLN STREET SUITE 700 DENVER CO 80203 990 2021-07-01 742554415 DENVER BAR FOUNDATION DENV 3038601115 1290 BROADWAY 1700 DENVER CO 80203 AMY LARSON EXECUTIVE DIRECTOR 3038601115 2022-11-15 1 AMY LARSON 999009999 DANIEL C DIBELLA CPA P01056176 3032966033 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z AMY LARSON 1290 BROADWAY SUITE 1700 DENVER CO 80203 274647 0 X N/A X 1989 CO THE BOARD OF TRUSTEES OF THE DENVER BAR ASSOCIATION ("THE ASSOCIATION") FOUNDED THE DENVER BAR FOUNDATION ("THE FOUNDATION"). THE FOUNDATION WAS FORMED FOR THE PURPOSE OF, BUT NOT LIMITED TO, FINANCIAL SUPPORT FOR THE ASSOCIATION'S METRO VOLUNTEER LAWYERS PROGRAM. THE METRO VOLUNTEER LAWYERS PROGRAM PROVIDES PRO-BONO CIVIL LEGAL SERVICES TO INDIVIDUALS WHO CANNOT OTHERWISE AFFORD THE SERVICES. THE FOUNDATION OBTAINS ITS PRIMARY SUPPORT THROUGH DONATIONS FROM ASSOCIATION MEMBERS, GRANTS AND CONTRIBUTIONS, AND FUNDRAISING EVENTS. 18 18 0 0 0 0 227296 156038 0 0 14 34 36617 27556 263927 183628 0 243709 0 0 0 0 0 0 0 193749 6882 193749 250591 70178 -66963 337176 282538 0 12325 337176 270213 X THE FOUNDATION WAS FORMED FOR THE PURPOSE OF, BUT NOT LIMITED TO, FINANCIAL SUPPORT FOR THE DENVER BAR ASSOCIATION'S METRO VOLUNTEER LAWYERS PROGRAM. THE METRO VOLUNTEER LAWYERS PROGRAM PROVIDES PRO-BONO CIVIL LEGAL SERVICES TO INDIVIDUALS WHO CANNOT OTHERWISE AFFORD THE SERVICES. 0 0 243709 243709 183594 THE FOUNDATION UNDERWRITES THE DENVER BAR ASSOCIATION'S METRO VOLUNTEER LAWYER PROGRAM WHICH PROVIDES VOLUNTEER CIVIL LEGAL SERVICES TO LOCAL, DENVER AREA RESIDENTS WHO CANNOT OTHERWISE AFFORD THE SERVICES. THE FOUNDATION OBTAINS ITS PRIMARY SUPPORT THROUGH DONATIONS FROM DENVER BAR ASSOCIATION MEMBERS, GRANTS AND CONTRIBUTIONS, AND FUNDRAISING EVENTS. 1000 DAVIS AWARD FUND - RECOGNITION AWARDS TO LAWYERS CHOSEN BY THE FOUNDATION WHO COMBINE EXCELLENCE AS A LAWYER WITH CREATIVE LEADERSHIP IN THE CIVIC, CULTURAL, EDUCATIONAL AND CHARITABLE ACTIVITIES OF THE COMMUNITY, PURSUANT TO A SPECIAL DONATION. 244709 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CO X DENVER BAR ASSOCIATION 3038601112 1290 BROADWAY STE 1700 DENVER CO 80203 RUCHI KAPOOR PRESIDENT 0.00 X X 0 0 0 NICOAL SPERRAZZA PRESIDENT-ELECT 0.00 X X 0 0 0 RICHARD MURRAY 1ST VICE PRESIDENT 0.00 X X 0 0 0 ANNIE MARTINEZ 2ND VICE PRESIDENT 0.00 X X 0 0 0 JAKE EISENSTEIN TRUSTEE 0.00 X 0 0 0 JAMES FOGG TRUSTEE 0.00 X 0 0 0 KLARALEE CHARLTON TREASURER 0.00 X X 0 0 0 CHRISTINE HERNANDEZ TRUSTEE 0.00 X 0 0 0 PATRICIA HO TRUSTEE 0.00 X 0 0 0 CHRISTOPHER JACKSON TRUSTEE 0.00 X 0 0 0 CHRISTINE KROUPA TRUSTEE 0.00 X 0 0 0 RUTH MACKEY TRUSTEE 0.00 X 0 0 0 WENDY WEIGLER TRUSTEE 0.00 X 0 0 0 JOSHUA WEISS TRUSTEE 0.00 X 0 0 0 SARAH MCEAHERN TRUSTEE 0.00 X 0 0 0 LAURENCE GENDELMAN TRUSTEE 0.00 X 0 0 0 DANAE WOODY TRUSTEE 0.00 X 0 0 0 TYRONE GLOVER IMMEDIATE PAST-PRESIDENT 0.00 X 0 0 0 AMY LARSON EXECUTIVE DIRECTOR 2.00 38.00 X 0 240000 30395 DAN SWEETSER DEPUTY EXECUTIVE DIRECTOR 2.00 38.00 X 0 194768 24363 LORI KRUPSKE FINANCE DIRECTOR 2.00 38.00 X 0 125000 20894 0 559768 75652 0 0 1 0 0 83972 72066 156038 34 34 118575 83972 91019 27556 27556 183628 0 0 27590 243709 243709 3300 3300 2562 2562 RECOGNITION AWARD 1000 1000 MISCELLANEOUS EXPENSES 20 20 250591 244709 5882 0 145527 126876 152819 152852 9655 2810 29175 337176 282538 12325 0 12325 X 258440 239025 78736 31188 337176 270213 337176 282538 -66963 0 X X 0 1 X 1 0 X X 1 DENVER BAR ASSOCIATION 840389860 10 1 243709 0 1 243709 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 3B: THE FOUNDATION WAS CREATED BY THE TRUSTEES OF THE DENVER BAR ASSOCIATION (THE SUPPORTED ORGANIZATION), WHO WERE AWARE OF THE DENVER BAR ASSOCIATION'S 501(C)(6) STATUS AT THE TIME THE FOUNDATION WAS FORMED. THE ACCOUNTING FOR THE DENVER BAR FOUNDATION IS PERFORMED BY DENVER BAR ASSOCIATION PERSONNEL, WHO MONITOR THE DENVER BAR ASSOCIATION'S REVENUE LEVELS ON AN ANNUAL BASIS TO DETERMINE THAT PUBLIC SUPPORT EXCEEDS 1/3 OF TOTAL SUPPORT, AND DETERMINE THAT INVESTMENT INCOME (INTEREST AND DIVIDENDS, EXCLUDING UNREALIZED APPRECIATION/DEPRECIATION) AND UNRELATED BUSINESS TAXABLE INCOME IS LESS THAN 1/3 OF TOTAL SUPPORT. PART IV, SECTION A, LINE 3C: SPECIFIC ACCOUNTS HAVE BEEN ESTABLISHED AT THE DENVER BAR ASSOCIATION TO TRACK REVENUES AND EXPENSES RELATED TO THE METRO VOLUNTEER LAWYERS PROGRAM. THE ACCOUNTING PERSONNEL AT THE DENVER BAR ASSOCIATION (WHO ALSO PERFORM THE ACCOUNTING FOR THE DENVER BAR FOUNDATION) CODE EXPENESES TO THE DENVER BAR ASSOCIATION'S METRO VOLUNTEER LAWYERS PROGRAM ACCOUNTS. THE DENVER BAR ASSOCIATION'S OFFICERS AND BOARD OF TRUSTEES (WHO ARE ALSO THE FOUNDATION'S OFFICERS AND BOARD OF TRUSTEES) REVIEW EXPENSES RELATED TO THE METRO VOLUNTEER LAWYERS PROGRAM THROUGH VARIOUS FINANCIAL REPORTS, AND THE BOARD OF TRUSTEES AUTHORIZES TRANSFERS FROM THE FOUNDATION TO THE ASSOCIATION. THESE TRANSFERS ARE APPROVED AND MADE IN ARREARS OF THE ASSOCIATION INCURRING METRO VOLUNTEER LAWYERS EXPENSES, AND FUNDS ARE NOT TRANSFERRED IN ADVANCE OF EXPENSES EXPECTED TO BE INCURRED BY THE ASSOCIATION OR IN AMOUNTS GREATER THAN INCURRED BY THE ASSOCIATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 183628 0 183628 0 183628 250591 0 250591 0 250591 BARRISTERS BALL 202547 83972 118575 699 59045 20353 10922 202547 83972 118575 699 59045 20353 10922 91019 27556 1 DENVER BAR ASSOCIATION 1290 BROADWAY SUITE 1700 DENVER CO 80203 840389860 170(C)(2)(B) 243709 0 SUPPORT FOR METRO VOLUNTEER LAWYERS PROGRAM 1 PART I, LINE 2: SEE SCHEDULE O RESPONSES RELATED TO SCHEDULE A. X 1 1 X X X 0 0 0 0 0 0 0 0 0 AMY LARSON EXECUTIVE DIRECTOR 0 240000 0 0 0 0 0 0 0 30395 0 270395 0 0 DAN SWEETSER DEPUTY EXECUTIVE DIRECTOR 0 194768 0 0 0 0 0 0 0 24363 0 219131 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE JOINT MANAGEMENT COMMITTEE OF THE DENVER BAR ASSOCIATION, COLORADO BAR ASSOCIATION AND CONTINUING LEGAL EDUCATION (D.B.A. CBA/CLE), WHICH INCLUDES DENVER BAR ASSOCIATION OFFICERS. THEY REVIEW PERFORMANCE, COMPARE THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE TO OTHERS IN SIMILAR POSITIONS IN THE INDUSTRY AND DECIDE ANNUALLY THE CURRENT YEAR'S COMPENSATION PACKAGE. THIS IS DOCUMENTED BY LETTER TO THE EXECUTIVE DIRECTOR. ALL OTHER KEY EMPLOYEES' SALARIES ARE DETERMINED BY THE EXECUTIVE DIRECTOR AND DEPUTY EXECUTIVE DIRECTOR. NO COMPENSATION IS PAID BY OR ALLOCATED TO THE DENVER BAR FOUNDATION. FORM 990, PART VI, SECTION A, LINE 2 THE TRUSTEES ARE LAWYERS AND MANY HAVE BUSINESS RELATIONSHIPS WITH OTHER LAWYERS OR LAW FIRMS AND SOME HAVE FMAILY MEMBERS IN THE LEGAL PROFESSION. THE POSSIBILITY OF FAMILY OR BUSINESS RELATIONSHIPS EXISTS FOR OUR TRUSTEES AND IS NOT DISCLOSED UNLESS IT RISES TO THE LEVEL OF A CONFLICT OF INTEREST AS OUTLINED IN OUR POLICY. THE TRUSTEES AND OFFICERS OF THE FOUNDATION ARE THE SAME AS THOSE OF THE DENVER BAR ASSOCIATION, AND THE POLICIES RESIDE AT THE DENVER BAR ASSOCIATION LEVEL. FORM 990, PART VI, SECTION B, LINE 11B THE TAX FORM 990 IS SUBMITTED TO THE BOARD OF TRUSTEES FOR THEIR COMMENTS, AND IT IS REVIEWED BY THE EXECUTIVE DIRECTOR, DEPUTY EXECUTIVE DIRECTOR AND FINANCE DIRECTOR BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY REQUIRES ONGOING DISCLOSURE WHEN A CONFLICT ARISES. COMPLIANCE IS SELF REPORTING, TRUSTEES ARE REMINDED ANNUALLY OF THE OBLIGATION TO REPORT CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED BY THE JOINT MANAGEMENT COMMITTEE OF THE COLORADO AND DENVER BAR ASSOCIATIONS, WHICH INCLUDES DENVER BAR ASSOCIATION OFFICERS. THEY REVIEW PERFORMANCE, COMPARE THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE TO OTHERS IN SIMILAR POSITIONS IN THE INDUSTRY AND DECIDE ANNUALLY THE CURRENT YEAR'S COMPENSATION PACKAGE. THIS IS DOCUMENTED BY LETTER TO THE EXECUTIVE DIRECTOR. ALL OTHER KEY EMPLOYEES' SALARIES ARE DETERMINED BY THE EXECUTIVE DIRECTOR AND DEPUTY EXECUTIVE DIRECTOR. NO COMPENSATION IS PAID BY OR ALLOCATED TO THE DENVER BAR FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, MINUTES OF TRUSTEES' MEETINGS, POLICIES, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE AT THE FOUNDATION'S OFFICE UPON REQUEST. FORM 990, PART XII, LINE 2C: THERE IS NO CHANGE IN PROCESS. DENVER BAR ASSOCIATION 1290 BROADWAY SUITE 1700 DENVER CO 80203 840389860 TO PROMOTE JUSTICE, ITS ADMINISTRATION, AND ITS AVAILABILITY TO ALL SOCIETY CO 501(C)6 0 WATERMAN FUND 1290 BROADWAY SUITE 1700 DENVER CO 80203 846037750 TO PROVIDE FINANCIAL ASSISTANCE TO COLORADO LAWYERS WHO ARE AGED OR INFIRM CO 501(C)3 TYPE I 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 0 0 DENVER BAR ASSOCIATION B 243709 CASH