DIVERSUS HEALTH INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- DIVERSUS HEALTH INC (EIN 42-1600485)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-12
- IRS object ID
- 201121329349302847
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T14:17:15-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 South Tejon Suite 800 | AddressLine1 |
| City | Colorado Springs | City |
| State | CO | State |
| ZIP Code | 809039848 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 421600485 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aspenpointe Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ASPE | NameControl |
| Phone | 7195726150 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 Ruskin Drive | AddressLine1 |
| City | Colorado Springs | City |
| State | CO | State |
| ZIP Code | 809102522 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Lloyd K Light | Name |
| Title | CFO | Title |
| Date Signed | 2011-05-16 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Rita F Worster CPA | Name |
| Phone | 7194714290 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Doing Business As DoingBusinessAs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FKA Pikes Peak Integrated Solutions | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Morris Roth | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 Ruskin Drive | AddressLine1 |
| City | Colorado Springs | City |
| State | CO | State |
| ZIP Code | 80910 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 27780111 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.aspenpointe.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2003 | YearFormation |
| State Legal Domicile | CO | StateLegalDomicile |
| Activity Or Mission Description | We create opportunities and provide behavioral health solutions for individuals and communities. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 609 | TotalNbrEmployees |
| Total Nbr Volunteers | 22 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 60186 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 22435 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 27195915 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 27592669 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 24846 | InvestmentIncomePriorYear |
| Investment Income Current Year | 17236 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -2109 | OtherRevenuePriorYear |
| Other Revenue Current Year | 110095 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 27278838 | TotalRevenuePriorYear |
| Total Revenue Current Year | 27742435 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 764 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4536702 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4595824 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 22059585 | OtherExpensePriorYear |
| Other Expenses Current Year | 22984055 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 26596287 | TotalExpensesPriorYear |
| Total Expenses Current Year | 27580643 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 682551 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 161792 | RevenuesLessExpensesCY |
| Total Assets BOY | 14117761 | TotalAssetsBOY |
| Total Assets EOY | 13667483 | TotalAssetsEOY |
| Total Liabilities BOY | 2470006 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2321615 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 11647755 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 11345868 | NetAssetsOrFundBalancesEOY |
| Mission Description | We create opportunities and provide behavioral health solutions for individuals and communities. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 20698115 | Expense |
| Grants | 764 | Grants |
| Revenue | 27702561 | Revenue |
| Description | Behavioral Health Services | Description |
| Total Program Service Expense | 20698115 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 35 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 609 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ASPENPOINTE INC | NamePerson |
| Telephone Number | 7195726100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 525 CASCADE | AddressLine1 |
| City | Colorado Springs | City |
| State | CO | State |
| ZIP Code | 80906 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (33 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| BONNIE MARTINEZ | ||||||||
| CHAIR | 1.0 | X | X | 0 | 0 | 0 | ||
| DR CAROLENA STEEN | ||||||||
| VICE CHAIR | 1.0 | X | X | 0 | 0 | 0 | ||
| CATHY SKILES | ||||||||
| TREASURER | 1.0 | X | X | 0 | 0 | 0 | ||
| DR BILL CROUCH | ||||||||
| SECRETARY | 1.0 | X | X | 0 | 0 | 0 | ||
| DAVID LORD | ||||||||
| PAST CHAIR | 1.0 | X | X | 0 | 0 | 0 | ||
| BONNIE ANGOTTI | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| SUE AUTRY | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| CAMILLE BLAKELY | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| DENNY CRIPPS | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| DR RANDY DEPRY | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| DR LARRY DEWELL | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| CHARLES EMMER | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| STEVE EVERSON | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| DEBBIE HARTLEY | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| FLETCHER HOWARD | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| STACY LUTZ-DAVIDSON | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| JOHN MCCAA | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| PHYLLIS MCCOY | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| LAURA MCGUIRE | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| DICK SULLIVAN | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| DIANE WENGLER | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | ||||
| GARY WHITLOCK | ||||||||
| DIRECTOR | 1.0 | X | 0 | 0 | 0 | |||
| MORRIS ROTH | ||||||||
| CEO AND PRESIDENT | 40.0 | X | 761980 | 0 | 71675 | |||
| PAUL SEXTON | ||||||||
| COO, BUSINESS | 40.0 | X | 190439 | 0 | 18498 | |||
| KELLY PHILLIPS-HENRY | ||||||||
| COO, CLINICAL | 40.0 | X | 191988 | 0 | 16220 | |||
| KEVIN LIGHT | ||||||||
| CFO | 40.0 | X | 166587 | 0 | 20420 | |||
| FREDERICK MICHEL | ||||||||
| CMO | 40.0 | 245539 | 0 | 31402 | X | |||
| BILL LANDSBERG | ||||||||
| GENERAL COUNSEL | 40.0 | 174193 | 0 | 25582 | X | |||
| RICHARD MACK | ||||||||
| SR. VP, HUMAN RESOURCES | 40.0 | 142503 | 0 | 32334 | X | |||
| JOSEPH MICHAELS | ||||||||
| VP, MARKETING | 40.0 | 133230 | 0 | 25817 | X | |||
| MARY ZESIEWICZ | ||||||||
| PSYCHIATRIST | 40.0 | 298079 | 0 | 17636 | X | |||
| DAVID SCOLA | ||||||||
| PSYCHIATRIST | 40.0 | 146843 | 0 | 22723 | X | |||
| MARTIN KRON | ||||||||
| PSYCHIATRIST | 40.0 | 189223 | 0 | 25528 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2640604 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 307835 | TotalOtherCompensation |
| Number Individuals GT100 K | 16 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| BKD LLP | |||||
| 111 S TEJON STEET STE 800 | COLORADO SPRINGS | CO | 80903 | ACCOUNTING SERVICES | 195817 |
| BROWNSTEIN HYATT FARBER | |||||
| 410 17TH ST 2200 | DENVER | CO | 80202 | LEGAL | 153783 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 15000 | FundraisingEvents |
| All Other Contributions | 7435 | AllOtherContributions |
| Total Contributions | 22435 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PATIENT SERVICE REVENUE | 900099 | 20994677 | 20994677 |
| MANAGING PARTNER OVERHEAD | 900099 | 6584827 | 6584827 |
| GAIN ON INVESTMENT IN EQUITY INVESTEE | 900099 | 13165 | 13165 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 27592669 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16859 | TotalRevenueColumn |
| Exclusion | $16,859 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 946 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 569 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 377 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 377 | TotalRevenueColumn |
| Exclusion | $377 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 37310 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 15000 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 37107 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 203 | TotalRevenueColumn |
| Exclusion | $203 | ExclusionAmount |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 109892 | TotalRevenueColumn |
| Related Or Exempt Function Income | 109892 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 109892 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27742435 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27702561 | RelatedOrExemptFunctionIncome |
| Exclusion | $17,439 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 764 | Total |
| Program Services | 764 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 824996 | Total |
| Management And General | 824996 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2751048 | Total |
| Management And General | 2751048 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115033 | Total |
| Management And General | 115033 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 674687 | Total |
| Management And General | 674687 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230060 | Total |
| Management And General | 230060 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158234 | Total |
| Management And General | 158234 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 165000 | Total |
| Management And General | 165000 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10000 | Total |
| Management And General | 10000 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20906163 | Total |
| Program Services | 20697351 | ProgramServices |
| Management And General | 208812 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10854 | Total |
| Management And General | 10854 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220719 | Total |
| Management And General | 220719 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 336973 | Total |
| Management And General | 336973 | ManagementAndGeneral |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 388534 | Total |
| Management And General | 388534 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39984 | Total |
| Management And General | 39984 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158213 | Total |
| Management And General | 158213 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 539251 | Total |
| Management And General | 539251 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50130 | Total |
| Management And General | 50130 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27580643 | Total |
| Program Services | 20698115 | ProgramServices |
| Management And General | 6882528 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 597131 | BOY |
| EOY | 4372526 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6096237 | BOY |
| EOY | 2252968 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 391 | BOY |
| EOY | 2008 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1906 | BOY |
| EOY | 3932 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 534495 | BOY |
| EOY | 521252 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3270655 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2206833 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1482694 | BOY |
| EOY | 1063822 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 221700 | BOY |
| EOY | 599402 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4406323 | BOY |
| EOY | 4835019 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 776884 | BOY |
| EOY | 16554 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14117761 | BOY |
| EOY | 13667483 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2030499 | BOY |
| EOY | 1708687 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46112 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 393395 | BOY |
| EOY | 612928 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2470006 | BOY |
| EOY | 2321615 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11647755 | BOY |
| EOY | 11345868 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11647755 | BOY |
| EOY | 11345868 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14117761 | BOY |
| EOY | 13667483 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1811428 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1167817 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1841201 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 60186 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22435 | CurrentTaxYear |
| Total | 4903067 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 37229332 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 39843984 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 40235682 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27193806 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27702561 | CurrentTaxYear |
| Total | 172205365 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 82400 | CurrentTaxYearMinus4Years |
| Current Tax Year | 37310 | CurrentTaxYear |
| Total | 119710 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 39123160 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 41011801 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 42076883 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27253992 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27762306 | CurrentTaxYear |
| Total | 177228142 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7235137 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8021175 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7175860 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 22432172 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7235137 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8021175 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7175860 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 0 | CurrentTaxYearMinus1Year |
| Current Tax Year | 0 | CurrentTaxYear |
| Total | 22432172 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 154795970 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2205721 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2297181 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2413738 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 28648 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16859 | CurrentTaxYear |
| Total | 6962147 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2205721 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2297181 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2413738 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 28648 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16859 | CurrentTaxYear |
| Total | 6962147 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 41328881 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 43308982 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 44490621 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27282640 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27779165 | CurrentTaxYear |
| Total | 184190289 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.84041 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.83094 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03780 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04011 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $10,000 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 10000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Lobby Expenditures | Identifier |
| Return Reference | Schedule C, Part II-B, Line 1G | ReturnReference |
| Explanation | ASPENPOINTE PAYS A LOBBYIST TO MONITOR PENDING LEGISLATION AND TO SCHEDULE MEETINGS WITH POLITICIANS FOR ASPENPOINTE TO PRESENT THEIR VIEW AND TO ADVISE ASPENPOINTE AS NEEDED. THE AMOUNT LISTED ABOVE IS ASPENPOINTE'S PORTION OF THE TOTAL LOBBYING FEES PAID TO THE LOBBYIST. THE REMAINING PORTION OF THE FEES PAID TO THE LOBBYIST IS DISCLOSED ON ITS GROUP RETURN. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Land | Land | |
| Buildings | Buildings |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 929136 | OtherCostOrOtherBasis |
| Depreciation | 357058 | Depreciation |
| Book Value | 572078 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1840402 | OtherCostOrOtherBasis |
| Depreciation | 1504691 | Depreciation |
| Book Value | 335711 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 501117 | OtherCostOrOtherBasis |
| Depreciation | 345084 | Depreciation |
| Book Value | 156033 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1063822 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENT IN AFFILIATES | 1413384 | F |
| ASPENPOINTE FOUNDATION | 3421635 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 4835019 | TotalOfBookValueProgramRelated |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED COMPENSATION | Description |
| Amount | $612,928 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 612928 | TotalOfAmounts |
| Total Revenue | 27742435 | TotalRevenue |
| Total Expenses | 27580643 | TotalExpenses |
| Excess Or Deficit For Year | 161792 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -715 | NetUnrealizedGLOnInvestments |
| Other | -$462,964 | OtherAmount |
| Total Adjustments | -463679 | TotalAdjustments |
| Excess Or Deficit Per FS | -301887 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 27966430 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -715 | NetUnrealizedGainsInvestments |
| Other Revenues | 274143 | OtherRevenues |
| Revenue Not Rptd F990 | 273428 | RevenueNotRptdF990 |
| Revenue Subtotal | 27693002 | RevenueSubtotal |
| Other Revenues Not Included | 49433 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 49433 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 27742435 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 28268317 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 737107 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 737107 | ExpensesNotRptdF990 |
| Expenses Subtotal | 27531210 | ExpensesSubtotal |
| Other Expenses Not Included | 49433 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 49433 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 27580643 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part XII, Line 2d | Other Revenue on Books, Not on Return | Change in the Interest of AspenPointe Foundation 237,036 Special Event Expenses Netted Against Income 37,107 Total 274,143 |
| Part XI, Line 8 | Other Reconciling Items to Net Assets | Change in the Interest of AspenPointe Foundation 237,036 Transfer to Affiliate (700,000) Total (462,964) |
| Part XII, Line 4b | Other Revenue on Return, Not on Books | Other Expenses Grouped with Other Revenue on Audit 49,433 |
| Part XIII, Line 4b | Other Expense on Return, Not on Books | Other Expenses Grouped with Other Revenue on Audit 49,433 |
| Part XIII, Line 2d | Other Expense on Books, Not on Return | Special Event Expenses Netted Against Income 37,107 Transfer to Affiliate 700,000 Total 737,107 |
| Part X, Line 2 | Uncertain Tax Position | 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 G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | Heroes-mntl hlt | NameOfEvent1 |
| Gross Receipts Event1 | 52310 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 15000 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 37310 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 783 | NonCashPrizesEvent1 |
| Food And Beverage Event1 | 14562 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 12500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 9262 | OtherDirectExpensesEvent1 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 52310 | GrossReceiptsTotal |
| Charitable Contributions Total | 15000 | CharitableContributionsTotal |
| Gross Revenue Total Events | 37310 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 783 | NonCashPrizesTotalEvents |
| Food And Beverage Total Events | 14562 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 12500 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 9262 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 37107 | DirectExpenseSummaryEvents |
| Net Income Summary | 203 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MORRIS ROTH | |||||||||||||
| 247671 | 0 | 25000 | 0 | 489309 | 0 | 55800 | 0 | 15875 | 0 | 833655 | 0 | 95000 | 0 |
| PAUL SEXTON | |||||||||||||
| 154300 | 0 | 15000 | 0 | 21139 | 0 | 15269 | 0 | 3229 | 0 | 208937 | 0 | 0 | 0 |
| KELLY PHILLIPS-HENRY | |||||||||||||
| 155769 | 0 | 15000 | 0 | 21219 | 0 | 15269 | 0 | 951 | 0 | 208208 | 0 | 0 | 0 |
| KEVIN LIGHT | |||||||||||||
| 131796 | 0 | 12000 | 0 | 22792 | 0 | 13522 | 0 | 6898 | 0 | 187007 | 0 | 0 | 0 |
| FREDERICK MICHEL | |||||||||||||
| 217194 | 0 | 10000 | 0 | 18345 | 0 | 10845 | 0 | 20557 | 0 | 276941 | 0 | 0 | 0 |
| BILL LANDSBERG | |||||||||||||
| 130966 | 0 | 25000 | 0 | 18227 | 0 | 7700 | 0 | 17882 | 0 | 199775 | 0 | 0 | 0 |
| RICHARD MACK | |||||||||||||
| 112299 | 0 | 12000 | 0 | 18204 | 0 | 11333 | 0 | 21001 | 0 | 174837 | 0 | 0 | 0 |
| JOSEPH MICHAELS | |||||||||||||
| 110107 | 0 | 5000 | 0 | 18124 | 0 | 7875 | 0 | 17942 | 0 | 159047 | 0 | 0 | 0 |
| MARY ZESIEWICZ | |||||||||||||
| 296579 | 0 | 1500 | 0 | 0 | 0 | 9672 | 0 | 7964 | 0 | 315715 | 0 | 0 | 0 |
| DAVID SCOLA | |||||||||||||
| 146843 | 0 | 0 | 0 | 0 | 0 | 6130 | 0 | 16593 | 0 | 169566 | 0 | 0 | 0 |
| MARTIN KRON | |||||||||||||
| 189223 | 0 | 0 | 0 | 0 | 0 | 7728 | 0 | 17800 | 0 | 214751 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Schedule J, Part 1, Question 7 | Description of Non-Fixed Payments | A Performance Award program was approved based on the financial performance of the company at the end of the fiscal years 2009 and 2010. Recommendations for awards were based upon a number of target success factors including productivity, contribution, services customers/clients and leadership (for managers). Dollar amounts of individual awards were determined by the department V.P. |
| Schedule J, Part 1, Question 4B | Non-Qualified Plans | At the end of 2009, $468,320 of Morris Roth's 457(f) plan vested. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 990 Review Process | Part VI, Question 11A | The form 990 return is prepared by a third party and goes through a detailed review by the controller and CFO of the organization. Once reviewed, the return is then presented to the Audit committee of the board where they conduct a secondary review and recommend the filing of the 990 to the board of directors. Once approval is made, a final copy of the 990 is sent to the board via e-mail and the 990 is filed with the IRS. |
| Describe how conflict of interest policy is monitored & enforced | Part VI, Question 12c | The organization has a comprehensive corporate compliance program which covers staff and directors. Compliance is monitored through internal audits of billing, medical charting, accounting, and the compliance program itself. The organization educates staff on compliance on an ongoing basis and conducts an annual on-line questionnaire to confirm staff understanding of the program. The program utilizes a hotline for reporting of suspected compliance issues. The hotline is run by a third party vender and offers anonymity to the reporter. The staff is educated on the hotline's use and access on an ongoing basis and this knowledge is an important part of the annual staff questionnaire. Designated personnel working in areas affecting compliance report to the board of directors' compliance committee on a quarterly basis. The committee reports directly to the board. The committee or the board may make determinations of whether or not an actual conflict of interest exists. The individual with the conflict cannot participate in the decision making process and is not permitted to vote on the proposed transaction creating the conflict. The committee or the board may investigate any suspected failures to report a conflict and may take appropriate disciplinary action or corrective action. |
| Describe process for determining CEO compensation | Part VI, Question 15a | In June 2010, the Vice President of Human Resources and the Compensation Committee of the Board of Directors reviewed the 2010 salary survey data from Economic Research Institute (ERI), Mental Health Corporations of America (MHCA), Mountain States Employers Council (MSEC), and 990's other similar organizations. This information was then presented to the full Board by the Board Chair, along with annual compensation recommendations for the CEO. These discussions were held in executive session, so they were not recorded in the Board minutes. |
| Describe process for determining compensation | Part VI, Question 15b | In June 2010, the Vice President of Human Resources and the Compensation Committee of the Board of Directors reviewed the 2010 salary survey data from Economic Research Institute (ERI), Mental Health Corporations of America (MHCA), Mountain States Employers Council (MSEC), and Cejka Search. This information was then presented to the full Board by the Board Chair, along with annual compensation recommendations for the other officers and key employees. These discussions were held in executive session, so they were not recorded in the Board minutes. |
| Describe how documents are made available to the public | Part VI, Question 19 | The organization's financial statements, conflict of interest policy, and governing documents are made available to the public upon request. |
| Significant changes to the organizing documents | Part VI, Question 4 | Subsequent to the year end, Pikes Peak Integrated Solutions Inc. legally changed its name to Aspenpointe Inc. Name change documents were filed with the IRS subsequent to year end. |
| Morris Roth's Compensation | Part VII | Morris L. Roth's total compensation for Fiscal Year 2009-10 (reported in AspenPointe's 2009 IRS 990 form) includes a lump sum distribution of $468,319.89 from his 457(f) tax-deferred savings plan that was established and overseen by the AspenPointe board of directors. This amount, which was taxable income upon receipt, was accrued over a period of eight years. 457(f) accounts are utilized by many non-profit organizations and government entities to attract and retain top talent, and specifically to incentivize senior executives to meet their contractual terms of employment. This distribution was automatically triggered in accordance with the 457(f) agreement when Mr. Roth turned 65, a term established by the board of directors in 2001 when the plan was initiated. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aspenpointe Medicaid LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 Ruskin Drive | AddressLine1 |
| City | Colorado Springs | City |
| State | CO | State |
| ZIP Code | 80910 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202578024 | EIN |
| Primary Activities | Mental Health | PrimaryActivities |
| Legal Domicile State | CO | LegalDomicileState |
| Total Income | 21107272 | TotalIncome |
| EOY Assets | 2297715 | EOYAssets |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
Form990 Schedule R Part II Form990ScheduleRPartII (9 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| ASPENPOINTE Behavioral HEALTH SERVICES | |||||||||
| 220 RUSKIN DRIVE | COLORADO SPRINGS | CO | 80910 | 840602716 | BEHAV. HEALTH | CO | 501(c)(3) | LINE 9 | NA |
| ASPENPOINTE EMPLOYMENT | |||||||||
| 220 RUSKIN DRIVE | COLORADO SPRINGS | CO | 80910 | 841191609 | VOCATION | CO | 501(c)(3) | LINE 9 | NA |
| ASPENPOINTE ENTERPRISES | |||||||||
| 220 RUSKIN DRIVE | COLORADO SPRINGS | CO | 80910 | 320098858 | VOCATION | CO | 501(c)(3) | LINE 9 | NA |
| ASPENPOINTE YOUTH DIRECTIONS | |||||||||
| 220 RUSKIN DRIVE | COLORADO SPRINGS | CO | 80910 | 840681414 | JUSTICE PRGM | CO | 501(c)(3) | LINE 9 | NA |
| ASPENPOINTE HEALTH NETWORK | |||||||||
| 220 RUSKIN DRIVE | COLORADO SPRINGS | CO | 80910 | 204048014 | SERVICE CONT | CO | 501(c)(3) | LINE 9 | NA |
| ASPENPOINTE FOUNDATION | |||||||||
| 220 RUSKIN DRIVE | COLORADO SPRINGS | CO | 80910 | 840893577 | FUNDRAISING | CO | 501(c)(3) | LINE 9 | NA |
| ASPENPOINTE PROPERTIES | |||||||||
| 220 RUSKIN DRIVE | COLORADO SPRINGS | CO | 80910 | 841119153 | LOW INC HOUSE | CO | 501(c)(3) | LINE 11 | NA |
| ASPENPOINTE PROPERTIES | |||||||||
| 220 RUSKIN DRIVE | COLORADO SPRINGS | CO | 80910 | 200470475 | LOW INC HOUSE | CO | 501(c)(3) | LINE 11 | NA |
| ASPENPOINTE TELECARE LLC | |||||||||
| 220 RUSKIN DRIVE | COLORADO SPRINGS | CO | 80910 | 202788182 | HLTHCARE MGM | CO | 501(c)(3) | LINE 9 | Cnnct Care |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aspenpointe Builder | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 Ruskin | AddressLine1 |
| City | Co Sprngs | City |
| State | CO | State |
| ZIP Code | 80910 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261579796 | EIN |
| Primary Activity | Construction | PrimaryActivity |
| Legal Domicile State | CO | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | N/A | PredominantIncomeType |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Aspenpointe Management Inc | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 Ruskin Dr | AddressLine1 |
| City | Colorado Springs | City |
| State | CO | State |
| ZIP Code | 80910 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841116981 | EIN |
| Primary Activity | Mgmt Services | PrimaryActivity |
| Legal Domicile State | CO | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C Corp | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (17 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| ASPENPOINTE PROPERTIES | |
| J | 249107 |
| ASPENPOINTE Behavioral HEALTH SERVICES | |
| B | 700000 |
| ASPENPOINTE Behavioral HEALTH SERVICES | |
| L | 20634342 |
| ASPENPOINTE Behavioral HEALTH SERVICES | |
| K & P | 4637066 |
| ASPENPOINTE PROPERTIES | |
| K & P | 229336 |
| ASPENPOINTE PROPERTIES | |
| K & P | 203531 |
| ASPENPOINTE HEALTH NETWORK | |
| K & P | 359326 |
| ASPENPOINTE Employment | |
| K & P | 112913 |
| ASPENPOINTE Enterprises | |
| K & P | 968738 |
| ASPENPOINTE YOUTH DIRECTIONS | |
| K & P | 53565 |
| ASPENPOINTE Behavioral HEALTH SERVICES | |
| N | 16830812 |
| ASPENPOINTE Employment | |
| N | 390997 |
| ASPENPOINTE Enterprises | |
| N | 2937187 |
| ASPENPOINTE YOUTH DIRECTIONS | |
| N | 239089 |
| ASPENPOINTE HEALTH NETWORK | |
| N | 1321025 |
| ASPENPOINTE PROPERTIES | |
| N | 53109 |
| ASPENPOINTE BUILDERS | |
| N | 257558 |