2016-02-09T18:28:24-06:00 2015-06-30 900981180 Duys & Campfield LLC 7535 E Hampden Avenue Suite 108 Denver CO 80231 990 2014-07-01 841328829 COMPASSION AND CHOICES COMP 3036391202 4155 E JEWELL AVE SUITE 200 DENVER CO 80222 MARCIA CAMPBELL CFO Chief Financial Officer 3036391202 2016-02-08 1 Pamela A Duys CPAABV MT P00229252 3037271040 2016-02-08 2014 2016-04-25 22:37:26Z X BARBARA COOMBS LEE 4155 E JEWELL AVE SUITE 200 Denver CO 80222 17311394 0 X WWW.compassionandCHOICES.ORG X 1995 CO To educate, support, and advocate for patient rights at the end of life. 15 15 84 0 0 0 17146376 12758539 0 0 849891 331307 0 0 17996267 13089846 0 0 0 0 5171844 6340629 0 0 1011783 5754619 8489212 10926463 14829841 7069804 -1739995 22142078 20079365 1329915 1214893 20812163 18864472 X Compassion and Choices improves care and expands choice at the end of life. We support, educate and advocate. 0 0 6034684 0 PROMOTE AWARENESS AND EDUCATION RELATING TO END-OF-LIFE CHOICES THROUGH OUR WEBSITE, QUARTERLY MAGAZINE, CONVENTIONS/ CONFERENCES, PAMPHLETS AND BROCHURES, BOOKS AND VIDEOS, AND BY SPEAKING AT PUBLIC EVENTS AND WRITING ARTICLES. 3329628 0 50000 Advocacy for individuals through creative legal and legislative initiatives to secure comprehensive and compassionate options at the end of life. We set national standards for end-of-life care and assert constitutional protection for aid in dying. 1117191 0 0 PROVIDE INDIVIDUALS WITH APPROPRIATE RESOURCES TO HELP THEM AND THEIR LOVED ONES MAINTAIN CONTROL OF THE FINAL CHAPTERS OF THEIR LIVES. 1542869 0 0 OPERATE A NATIONWIDE PROGRAM HELPING OUR SUPPORTERS ENSURE THAT THEIR ADVANCE HEALTHCARE DIRECTIVES ARE FOLLOWED AND THAT THEIR PAIN IS ADEQUATELY TREATED. 1542869 0 0 12024372 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 66 0 1 84 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AK AR CA CO CT DC FL GA HI IL ME MD MA MI MN MS ND NM NJ NY NH NC OH OK OR PA RI SC TN UT VA WA WI WV KS KY LA NV X X X Marcia Campbell 3036391202 4155 E Jewell Ave Ste 200 Denver CO 80222 IRENE WURTZEL BOARD MEMBER 3.00 X 0 0 0 CLAIRE JACOBUS VICE CHAIR 2.00 X X 0 0 0 JAREN DUCKER Treasurer 11.00 X X 0 0 0 KARen Pye SECRETARY 5.00 X X 0 0 0 DEBBI GIBBS BOARD MEMBER 2.00 X 0 0 0 CHARLIE HAMLIN BOARD MEMBER 1.00 X 0 0 0 NANCY HOYT BOARD CHAIR 14.00 X X 0 0 0 BETSY VAN DORN board member 1.00 X 0 0 0 TOM WHITE board member 1.00 X 0 0 0 IGNACIO CASTUERA BOARD MEMBER 1.00 X 0 0 0 DAVID COOK BOARD MEMBER 3.00 X 0 0 0 STEPHEN HUT BOARD MEMBER 1.00 X 0 0 0 SAMANTHA SANDLER BOARD MEMBER 2.00 X 0 0 0 SHARON SHAFFER BOARD MEMBER 1.00 X 0 0 0 NAN DALE BOARD MEMBER 1.00 X 0 0 0 BARBARA COOMBS LEE EX-OFFICIO MEMBER 40.00 X 228939 0 24775 FREDERICK MACINTYRE EX-OFFICIO MEMBER 40.00 X 117927 0 11094 MARCIA CAMPBELL EX-OFFICIO MEMBER 40.00 X 168760 0 21830 TRISH BERNSTEIN CHIEF OPERATING OFFICER 40.00 X 171923 0 20692 NICHOLAS SIMMONDS CHIEF EXTERNAL AFFAIRS OFFICER 40.00 X 88616 0 7046 KIMBERLY TAYLOR CHIEF PROGRAMS OFFICER 40.00 X 13846 0 604 GWEN FITZGERALD DIRECTOR OF COMMUNICATIONS 40.00 X 135780 0 7837 JOHN CROWLEY MEDIA RELATIONS DIRECTOR 40.00 X 123259 0 14858 1049050 0 108736 6 0 1 0 SALTER MITCHELL 117 S GADSDEN STREET TALLAHASSEE FL 32301 MARKETING CONSULTING 1140683 PRODUCTION SOLUTIONS 1953 GALLOWS RD SUITE 600 VIENNA VA 22182 DIRECT MARKETING 783496 RISING TIDE INTERACTIVE 1250 H STREET NW SUITE 400 WASHINGTON DC 20005 DIGITAL ADVERTISING CONSULTING 311914 Eidolon Communications 15 Maiden Lane Suite 1401 New York NY 10038 Direct Mail 245300 LIMITED TO LINDBERG 1612 K STREET NW SUITE 400 WASHINGTON DC 20006 POLICY & RESEARCH CONSULTING 145132 11 3143631 9614908 12758539 354434 354434 3953121 3976248 -23127 -23127 -23127 245300 3143631 245300 0 13089846 0 0 331307 788011 606162 181849 4272195 2955044 888988 428163 127743 89901 27033 10809 747864 526322 158262 63280 404816 284896 85667 34253 43792 37700 6092 416642 416267 375 299225 246783 52442 396790 252178 120990 23622 626159 501937 83758 40464 121629 120059 1570 6690 2457 4233 115094 84365 30729 98182 85754 12428 OUTSIDE SERVICES 3962110 3897954 64156 0 Development Costs 1098514 687322 0 411192 Operational Expenses 445377 386115 59262 0 Magazines 282797 282797 0 0 576211 560359 15852 14829841 12024372 1793686 1011783 984235 1036392 566888 1448130 2567927 2621000 82868 147429 516814 315666 261781 201148 12347651 14190441 3014 15764 5327714 419061 22142078 20079365 856199 709828 473716 505065 1329915 1214893 X 20687163 18864472 125000 0 20812163 18864472 22142078 20079365 X -1739995 -207696 498019 -498019 X X 0 1 X 1 0 X 7132595 13660880 9960067 17146376 12758539 60658457 7132595 13660880 9960067 17146376 12758539 60658457 87135 92600 52145 161702 114854 508436 0 87135 92600 52145 161702 114854 508436 60150021 89568 104660 197672 294222 354434 1040556 89568 104660 197672 294222 354434 1040556 7222163 13765540 10157739 17440598 13112973 61699013 0.97490 0.97740 0.01690 0.01380 X PART III SECTION B LINE 12(e) THE ORGANIZATION HOLDS INVESTMENTS IN MARKETABLE SECURITIES WITH A FAIR MARKET VALUE OF $14,190,441 AS OF JUNE 30, 2015. THE ORGANIZATION'S INVESTMENT POLICY PROVIDES THAT MARKETABLE SECURITIES MAY BE LIQUIDATED AS NEEDED FOR OPERATING FUNDS, PAYMENTS TO ANNUITANTS, OR TO FUND OTHER PURPOSES SUCH AS ENDOWMENTS. DURING THE TAX YEAR ENDED JUNE 30, 2015, THE ORGANIZATION LIQUIDATED MARKETABLE SECURITIES WITH A TAX COST BASIS OF $3,976,248 RECEIVING TOTAL SALES PROCEEDS OF $3,953,121. THESE LIQUIDATIONS RESULTED IN A CAPITAL LOSS OF $23,127. PURSUANT TO THE REPORTING REQUIREMENTS OF FORM 990 SCHEDULE A, THE ORGANIZATION OMITTED THIS CAPITAL LOSS FROM PART III SECTION B LINE 12(E). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 18430 596762 615192 13202866 13818058 840903 210226 0 0 507752 511782 649763 840903 2510200 3765300 11000 387252 525315 615192 1538759 126938 127946 162441 210226 627551 941327 51092 134031 18430 203553 60070 5690 54380 456744 309976 146768 201148 GIFT ANNUITY PAYMENTS PAYABLE 490348 CAPITAL LEASE OBLIGATION 14717 505065 X 13380169 -207696 498019 290323 13089846 0 13089846 15327859 498019 -1 498018 14829841 0 14829841 Part X, Line 2: The Organizations adopted the provisions of Topic 740 on July 1, 2009. The adoption of Topic 740 did not result in a material modification of the overall financial statements of the Organizations as of and for the year ended June 30, 2010. As the Organizations are qualified as nonprofit Organizations under the Internal Revenue Code, any income tax position would be primarily related to unrelated business activities outside the core mission of the Organizations. Based on prior examinations of contractual arrangements of the Organizations and correspondence received from the Internal Revenue Service, management believes there to be no potential income tax positions that would result in tax liability for unrelated business income of the Organizations. Management will continue to evaluate any future contractual arrangements with respect to potential income tax positions under this guidance. Part XII, Line 2d - Other Adjustments: Rounding -1. X X X X 1 EIDELON 15 MAIDEN LANE STE 1401 NEW YORK NY 10038 MAIL, INTERNET AND EMAIL SOLICITATION 0 3388931 245300 3143631 3388931 245300 3143631 AK AL AR CA CO CT DC FL GA HI IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NY NV OH OK OR PA RI SC TN UT VA WA WI WV DIRECT MAIL 3388931 3143631 245300 245300 3388931 3143631 245300 245300 245300 0 X X 0 0 0 0 0 0 0 0 0 BARBARA COOMBS LEE EX-OFFICIO MEMBER 228939 0 0 0 0 0 11127 0 13648 0 253714 0 0 0 MARCIA CAMPBELL EX-OFFICIO MEMBER 168760 0 0 0 0 0 8200 0 13630 0 190590 0 0 0 TRISH BERNSTEIN CHIEF OPERATING OFFICER 171923 0 0 0 0 0 8318 0 12374 0 192615 0 0 0 X 48 315864 AVG HIGH/LOW SHARE PRICE 0 0 0 Form 990, Part VI, Section B, line 11 The Organization's Chief Financial Officer transmits a draft of the Organization's Form 990 to the Audit Committee for review by each member of the Committee. Any comments are circulated to the entire Committee and changes to the Form 990 are made appropriately. Once the final version of the Form 990 is approved by the Audit Committee, the Form 990 is provided to all board members prior to filing with the IRS. Form 990, Part VI, Section B, line 12c The Organization's conflict of interest policy is self-monitored by the individual board members. Form 990, Part VI, Section B, line 15 The Organization's Board of Directors determines the Executive Director's and all other officers' salary by looking at comparable data and by researching with outside sources. The Executive Director determines the Chief Financial Officer's salary by doing market research. This same market research process is followed for all Chief positions: Chief Operating Officer, Chief External Affairs Officer, and Chief Programs Officer. Form 990, Part VI, Section C, line 19 The Organization's financial statements, governing documents, Form 1023 and Form 990 are available upon request and on the organization's website. Form 990, Part XI, line 9: DONATED SERVICES EXPENSE -498,019. FORM 990, PART XII, LINE 2C THE AUDIT/FINANCE COMMITTEE IS RESPONSIBLE FOR THE SELECTION OF THE INDEPENDENT AUDITOR AND THE AUDIT OF THE ORGANIZATIONS' FINANCIAL STATEMENTS. THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR PROCESS OF SELECTION. COMPASSION AND CHOICES ACTION NETWORK FKA END-OF-LIFE CHOICES 4155 E JEWELL AVE SUITE 200 DENVER CO 80222 841328830 To educate, support, and advocate for patient rights at the end of life. CO 501(c)(4) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 Compassion and Choices Action Network N 12353 Office Space allocation compassion and Choices Action Network O 49563 Time Cards