Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
VIA MOBILITY SERVICES
Employer identification number
84-0777296
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
5,647,326
11,003,511
1,322,664
3,283,928
3,536,156
24,793,585
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
5,647,326
11,003,511
1,322,664
3,283,928
3,536,156
24,793,585
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public support. Subtract line 5 from line 4.
24,793,585
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
5,647,326
11,003,511
1,322,664
3,283,928
3,536,156
24,793,585
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
68,278
21,793
46,972
80,566
89,435
307,044
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
25,100,629
12
Gross receipts from related activities, etc. (see instructions)
..................
12
7,828,093
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
98.780 %
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
98.700 %
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
VIA MOBILITY SERVICES
Employer identification number
84-0777296
Return Reference
Explanation
FORM 990, PART VI, SECTION B, LINE 11
THE ORGANIZATION'S EXECUTIVE DIRECTOR, DIRECTOR OF FINANCE, AUDIT COMMITTEE AND BOARD OF DIRECTORS REVIEW THE TAX RETURN PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C
IN JANUARY OF EACH YEAR, THE BOARD OF DIRECTORS AND SENIOR STAFF ARE REQUIRED TO REVIEW AND SIGN A NEW CONFLICT OF INTEREST DISCLOSURE STATEMENT.
FORM 990, PART VI, SECTION B, LINE 15
THE ORGANIZATION USES INFORMATION FROM CANPO AND MOUNTAIN STATES EMPLOYERS COUNCIL TO DETERMINE WAGE GRADE TABLES.
FORM 990, PART VI, SECTION C, LINE 19
THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART III, LINE 1
VIA MOBILITY SERVICES EIN 84-0777296 ATTACHMENT #1 FORM 990, VIAS MISSION IS TO PROMOTE INDEPENDENCE AND SELF-SUFFICIENCY FOR PEOPLE WITH LIMITED MOBILITY BY PROVIDING CARING, CUSTOMER-FOCUSED TRANSPORTATION OPTIONS. WE PROVIDE A VARIETY OF TRANSPORTATION AND MOBILITY OPTIONS THAT IMPROVE THE QUALITY OF LIFE FOR OLDER ADULTS, INDIVIDUALS WITH DISABILITIES, AND OTHERS WITH LIMITED MOBILITY. VIA MOBILITY SERVICES EXEMPT PURPOSE ALSO ENCOMPASSES OUR CONTRACT TRANSPORTATION SERVICES THAT REDUCE VEHICULAR TRAFFIC IN HIGH DENSITY AREAS AND ENHANCE LOCAL GOVERNMENTS' EFFORTS TO PROVIDE ACCESSIBLE, APPROPRIATE AND AVAILABLE TRANSPORTATION OPTIONS TO ALL MEMBERS OF THE COMMUNITY. FORM 990, PAGE 2, PART III.-. VIAS MISSION IS TO PROMOTE INDEPENDENCE AND SELF-SUFFICIENCY FOR PEOPLE WITH LIMITED MOBILITY BY PROVIDING CARING, CUSTOMER-FOCUSED TRANSPORTATION OPTIONS. WE PROVIDE A VARIETY OF TRANSPORTATION AND MOBILITY OPTIONS THAT IMPROVE THE QUALITY OF LIFE FOR SENIORS, INDIVIDUALS WITH DISABILITIES, AND OTHERS WITH LIMITED MOBILITY IN THE MANY COMMUNITIES WE SERVE. THE ORGANIZATIONAL BELIEFS THAT SUPPORT OUR MISSION AND PURPOSE ARE: WE BELIEVE ALL PEOPLE ARE ENTITLED TO LIVE AS INDEPENDENTLY AS POSSIBLE WITHIN THEIR LIFE CIRCUMSTANCES. WE BELIEVE FREEDOM OF MOVEMENT IS A BASIC HUMAN NEED IN OUR SOCIETY. WE BELIEVE EVERYBODY COUNTS REGARDLESS OF AGE, HEALTH, DISABILITY, INCOME OR ETHNICITY AND HAS A CONTRIBUTION TO MAKE TO THE COMMUNITY IN WHICH THEY LIVE. VIA WAS ESTABLISHED IN 1979 AS SPECIAL TRANSPORTATION FOR BOULDER COUNTY (DBA SPECIAL TRANSIT) WITH INITIAL FUNDING FROM THE BOULDER COUNTY COMMISSIONERS, TO COORDINATE AN EFFICIENT, COST-EFFECTIVE AND ACCESSIBLE TRANSPORTATION SYSTEM FOR OLDER ADULTS, PEOPLE WITH DISABILITIES AND LOW-INCOME INDIVIDUALS RESIDING IN THE COUNTY. VIA LINKS HUNDREDS OF INDIVIDUALS EVERY DAY TO MEDICAL APPOINTMENTS, TREATMENT CENTERS, MEAL SITES, SHELTERS, ADULT DAY CARE, EDUCATIONAL FACILITIES, AND JOBS. OUR CLIENTS INCLUDE OLDER ADULTS, MENTALLY AND PHYSICALLY CHALLENGED INDIVIDUALS, PERSONS WITH CHRONIC ILLNESSES, TEMPORARILY DISABLED INDIVIDUALS, CHILDREN IN CRISIS, AND INDIVIDUALS WHO ARE HOMELESS. VIA NOW PROVIDES ITS TRADITIONAL PARATRANSIT SERVICE IN FIVE COUNTIES IN COLORADO: ALL OF BOULDER COUNTY; ERIE IN RURAL WELD COUNTY; BRIGHTON IN ADAMS COUNTY; THE VERY RURAL TOWNS OF BENNETT, STRASBURG, DEER TRAIL, WATKINS, AND BYERS IN ADAMS AND ARAPAHOE COUNTIES; AND THE TOWN OF ESTES PARK IN LARIMER COUNTY. WHY VIA MOBILITY SERVICES (VIA) IS NEEDED: THE LINK TO OUR SOCIETY'S DISCRETE AND SPATIALLY-DISPERSED ACTIVITIES IS TRAVEL. ACCESS TO FRIENDS, FAMILIES, EMPLOYMENT, SHOPPING AND COMMERCE, HEALTH AND PERSONAL CARE, SOCIAL INTERACTION, EDUCATION AND CULTURAL ENRICHMENT, AND RELIGIOUS EXPRESSION-NEARLY ALL OF THE BENEFITS OF MODERN SOCIETY-DEPENDS ON OUR ABILITY TO TRANSPORT OURSELVES FROM ONE LOCATION TO ANOTHER. HIGH LEVELS OF MOBILITY MEAN HIGH LEVELS OF ACCESS, CHOICE, AND OPPORTUNITY, WHICH CAN LEAD TO SELF-FULFILLMENT, ENRICHMENT, AND INDEPENDENCE. LOW LEVELS OF MOBILITY CAN LEAD TO ISOLATION FROM FRIENDS, SERVICES AND AN INDIVIDUAL'S COMMUNITY. FOR MANY OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES, A LACK OF MOBILITY OPTIONS POSES ONE OF THE GREATEST CHALLENGES TO REMAINING INDEPENDENT. VIA USES SEVERAL PERFORMANCE MEASURES TO ASSESS EFFECTIVENESS AND EFFICIENCY OF SERVICE INCLUDING: 1. PROGRAM OUTCOMES MEASUREMENT EVALUATIONS (IMPACT OF MISSION) 2. COST PER TRIP 3. TRIPS PER HOUR 4. TRIPS BY COMMUNITY 5. TRIP PURPOSE 6. CLIENT DEMOGRAPHICS 7. NUMBER OF REVENUE HOURS 8. ON-TIME PERFORMANCE MEASURES 9. CALL-CENTER WAIT TIME 10. NUMBER OF PREVENTABLE ACCIDENTS PER 100,000 MILES TRAVELED FORM 990. VIAS PARATRANSIT PROGRAM IS A WHEELCHAIR-ACCESSIBLE, DOOR- THROUGH-DOOR, DRIVER-ASSISTED, DEMAND-RESPONSE SERVICE SERVING OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES. VIA PARATRANSIT PROVIDED 143,719 TRIPS AND SERVED 2,639 UNDUPLICATED INDIVIDUALS IN 2013. THE MOST RECENT PROGRAM OUTCOMES MEASUREMENT EVALUATION SHOWED THAT 94% OF OUR RIDERS AGREED OR STRONGLY AGREED VIA HELPS THEM TO BE MORE INDEPENDENT AND 95% AGREED OR STRONGLY AGREED THAT VIA HELPS THEM TO BE MORE SELF-SUFFICIENT. WITH A FLEET OF 41 MINI BUSES, HYBRID SEDANS AND VOLUNTEER DRIVER COLLABORATIONS, VIA ENSURES THAT INDEPENDENCE, ACCESS TO THE COMMUNITY AND SELF-SUFFICIENCY ARE WITHIN REACH FOR OUR TARGET POPULATIONS. VIA ALSO PROVIDES A TRAVEL TRAINING PROGRAM DESIGNED TO TEACH OLDER ADULTS AND PEOPLE WITH DISABILITIES HOW TO SAFELY AND CONFIDENTLY USE ACCESSIBLE PUBLIC TRANSPORTATION TO EXPAND THEIR INDEPENDENT TRAVEL OPTIONS. A TOTAL OF 55 PEOPLE WERE SERVED IN 2013 IN THE COMPREHENSIVE INDIVIDUAL TRAVEL TRAINING PROGRAM AND EVALUATIONS INDICATE THAT SUCCESSFUL TRAINEES TAKE AN AVERAGE OF 24 TRIPS PER MONTH ON PUBLIC TRANSIT. VIA ACTS AS A TRAVEL NAVIGATOR AND HELPS ALL NEW CLIENTS TO CONNECT TO THE MANY TRANSPORTATION OPTIONS THAT EXIST IN THEIR COMMUNITIES. DURING 2013, 1,583 NEW CLIENTS WERE CONTACTED AND 585 HAD INDIVIDUAL TRAVEL PLANS DEVELOPED. THESE TRANSPORTATION AND MOBILITY PROGRAMS ARE FUNDED BY MULTIPLE SOURCES INCLUDING GOVERNMENT GRANTS, UNITED WAYS, FOUNDATIONS, BUSINESSES AND INDIVIDUALS. FORM 990, PAGE 2. PART III: QUESTION 4B. UNDER CONTRACT AGREEMENT WITH THE REGIONAL TRANSPORTATION DISTRICT (RTD) SINCE 1996, VIA OPERATES ACCESS-A-RIDE, A PARATRANSIT PROGRAM FOR INDIVIDUALS WITH DISABILITIES THAT PREVENT THEM FROM USING GENERAL PUBLIC FIXED ROUTE TRANSIT. AS THE REGIONAL PUBLICLY FUNDED FIXED ROUTE TRANSIT OPERATOR, RTD IS MANDATED BY THE AMERICANS WITH DISABILITIES ACT (ADA) TO FUND ACCESSIBLE, DEMAND-RESPONSIVE, PARATRANSIT SERVICES FOR ELIGIBLE INDIVIDUALS. VIA IS ONE OF FOUR PROVIDERS OF ACCESS-A-RIDE WHICH OPERATES THROUGHOUT RTD'S EIGHT COUNTY METRO-DENVER SERVICE AREA. IN 2013, VIAS ACCESS-A-RIDE PROGRAM PROVIDED 98,111 TRIPS. FORM 990. PAGE 2, PART III: QUESTION 4C. UNDER CONTRACT AGREEMENT WITH THE CITY OF BOULDER AND THE UNIVERSITY OF COLORADO-BOULDER, VIA OPERATES THE HOP, AN INNOVATIVE, HIGH FREQUENCY CIRCULATOR SHUTTLE THAT CONNECTS THE MAJOR RETAIL, BUSINESS AND EDUCATIONAL CENTERS IN THE CONGESTED CORE OF THE CITY. OPERATING ON 7-TO-10 MINUTE FREQUENCIES, SEVEN DAYS/WEEK, COMMUTERS, STUDENTS, DOWNTOWN WORKERS, VISITORS, SENIORS AND PEOPLE WITH DISABILITIES ARE ALL WELL SERVED BY THE HOP. THE LATE NIGHT HOP SERVICE (OPERATING BETWEEN 10 P.M. AND 3 A.M., THURSDAY-SATURDAY DURING THE ACADEMIC YEAR) ENSURES SAFE TRANSIT FOR STUDENTS AND LATE-NIGHT WORKERS IN THIS COLLEGE TOWN. USING SMALLER (28-32 FOOT-LONG), CLEANER FUEL-BURNING BUSES, THE HOP HELPS REDUCE POLLUTION, IMPROVES AIR QUALITY, MITIGATES TRAFFIC AND SUPPORTS THE LOCAL ECONOMY BY INCREASING ACCESSIBILITY TO THE MAIN AREAS OF THE CITY. THE HOP PROVIDED 882,270 TRIPS IN 2013. THE HOP REMAINS A MODEL FOR COST-EFFECTIVE, CUSTOMER-FRIENDLY, COMMUNITY-BASED TRANSIT IN THE AREA. FORM 990, PAGE 2, PART III: QUESTION 4D. UNDER CONTRACT AGREEMENT WITH THE REGIONAL TRANSPORTATION DISTRICT (RTD), VIA OPERATES EIGHT CALL-N-RIDE TRANSPORTATION SERVICES IN THE COMMUNITIES OF LONGMONT, BROOMFIELD, INTERLOCKEN/WESTMOOR, LOUISVILLE, FEDERAL HEIGHTS, BRIGHTON, SOUTH THORNTON, AND NORTH THORNTON. CALL-N-RIDE IS A HYBRID DEMAND RESPONSIVE SERVICE ESTABLISHED IN 2000 TO SERVE RESIDENTS LIVING IN SPECIFIC COMMUNITIES WHERE FIXED ROUTES ARE GENERALLY NOT COST EFFECTIVE. DRIVERS TAKE RIDE REQUESTS DIRECTLY FROM A PASSENGER AND ARRANGE THEIR OWN DRIVING SCHEDULES ON A DAILY BASIS. DESIGNED TO CONNECT PEOPLE TO THE RTD PARK-N-RIDES DURING PEAK HOURS OF COMMUTER TRAVEL, THE SERVICE IS OPEN TO ANYONE LIVING OR WORKING WITHIN THE DEFINED GEOGRAPHIC AREA FOR GENERAL TRANSPORTATION PURPOSES. VIAS CALL-N-RIDE PROGRAM PROVIDED 134,288 TRIPS IN 2013.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.