Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 214,761 | 522,526 | 646,576 | 1,383,863 | ||
| 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 | 214,761 | 522,526 | 646,576 | 1,383,863 | ||
| 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. | 1,383,863 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 214,761 | 522,526 | 646,576 | 1,383,863 | ||
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 121 | 297 | 418 | |||
| 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 VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10. | 1,384,281 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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 VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
|||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
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| PART I LINE I: | COLORADO DISABILITY BENEFITS SUPPORT PROGRAM (COLORADO DBS) IS A NON-PROFIT 501(C)3 ORGANIZATION WITH THE FOLLOWING VISION, MISSION AND VALUE STATEMENTS: VISION: OUR VISION IS THAT PEOPLE WITH DISABILITIES, CHRONIC MEDICAL CONDITIONS/ILLNESSES, WILL LIVE, WORK AND PARTICIPATE AS RESPECTED AND VALUED MEMBERS OF THEIR LOCAL COMMUNITIES. MISSION: COLORADO DBS ASSISTS INDIVIDUALS WHO MAY OR MAY NOT SELF-IDENTIFY AS HAVING A DISABILITY, INCLUDING THOSE WITH CHRONIC CONDITIONS/ILLNESSES, TO SOLVE THE BENEFITS PUZZLE, BY ACQUIRING INCOME, HEALTH INSURANCE AND ACCESS TO OTHER BASIC NEEDS TO STABILIZE THEIR LIVES, HEALTH AND LIVING SITUATIONS. DBS VALUES: * COLORADO DBS WILL RESPECT AND BE INCLUSIVE OF INDIVIDUAL OPINIONS, DECISION-MAKING POWER, AND ULTIMATE CHOICES OF INDIVIDUALS WITH DISABILITIES * COLORADO DBS VALUES THE EXPERIENCES OF PERSONS WITH DISABILITIES AND THE PEER SUPPORT MODEL BY RECRUITING VOLUNTEERS AND HIRING QUALIFIED INDIVIDUALS WITH DISABILITIES FOR POSITIONS WHENEVER POSSIBLE * COLORADO DBS SERVES PEOPLE WITH ALL TYPES OF DISABILITIES AND PROVIDE SERVICES IN A PERSON-CENTERED MODEL * COLORADO DBS DEMONSTRATES INCLUSION OF PEOPLE FROM ALL CULTURES AND LANGUAGES, STRIVES TO MAKE THE ORGANIZATION CULTURALLY AND LINGUISTICALLY ACCESSIBLE, AND OPPOSES DISCRIMINATION ON ALL LEVELS. * COLORADO DBS EXPECTS TO GO THE EXTRA MILE TO PROVIDE QUALITY SERVICES. HOWEVER, WE WILL NOT PROMISE WHAT WE CANNOT DO. * COLORADO DBS BELIEVES THAT THE INFORMED AND EDUCATED CUSTOMER IS THE ONE WHO KNOWS WHAT IS BEST FOR HERSELF/HIMSELF. * COLORADO DBS RESPECTS THE CUSTOMER'S ABILITY TO DO FOR HER OR HIMSELF AND ENCOURAGE THE DEVELOPMENT OF THAT ABILITY. * COLORADO DBS KNOWS THAT SSA DISABILITY BENEFITS ARE NECESSARY TOOLS TO HELP PEOPLE WITH DISABILITIES STABILIZE THEIR LIVES. COSTS OF HELPING PEOPLE ARE HUMAN INVESTMENTS AND ARE BASED ON SOCIETAL VALUES * COLORADO DBS ENCOURAGES AND SUPPORTS WORK AS A GOAL; EITHER AS A SUPPLEMENT TO DISABILITY BENEFITS OR, AS HEALTH IMPROVES AND/OR TRAINING AND EQUIPMENT IS PROVIDED, WORKING ONE'S WAY OFF BENEFITS TO FINANCIAL INDEPENDENCE. IT IS THE CUSTOMER'S DECISION. ACCORDING TO A REPORT FUNDED BY THE COLORADO HEALTH FOUNDATION, THERE ARE AS MANY AS 80,000 ADULTS IN COLORADO WHO ARE ELIGIBLE FOR SOCIAL SECURITY ADMINISTRATION'S FEDERAL DISABILITY PROGRAMS; SUPPLEMENTAL SECURITY INCOME (SSI) AND SOCIAL SECURITY DISABILITY INSURANCE (SSDI), BUT ARE UNABLE TO ACCESS THEM DUE TO A MULTITUDE OF BARRIERS. SSI AND SSDI PROGRAMS ARE IMPORTANT TOOLS THAT CAN HELP INDIVIDUALS RECOVER, STOP AND PREVENT HOMELESSNESS, ESTABLISH A PATHWAY INTO THE WORKFORCE, AND INCREASE SELF-SUFFICIENCY. WITHOUT THESE PROGRAM SUPPORTS, INDIVIDUALS ARE AT INCREASED RISK FOR HOMELESSNESS AND RECOVERY IS INVARIABLY DELAYED. HERE ARE SOME IMPORTANT FACTS ABOUT COLORADO DBS: * COLORADO DBS WAS ESTABLISHED TO ASSIST ELIGIBLE INDIVIDUALS TO APPLY FOR SSA'S FEDERAL DISABILITY PROGRAMS AND MEDICAID RELATED SERVICES. * COLORADO DBS PROVIDES DIRECT INDIVIDUAL AND GROUP SSI/SSDI APPLICATION ASSISTANCE SERVICES. * COLORADO DBS DELIVERS STATEWIDE TRAINING AND TECHNICAL ASSISTANCE SERVICES VIA FACE TO FACE AND WEBINAR FORMATS TO INDIVIDUALS, FAMILIES, AND ORGANIZATIONS THAT PROVIDE SSI/SSDI APPLICATION ASSISTANCE. * COLORADO DBS SERVES AS THE STATE LEAD FOR THE SOAR (SSI/SSDI OUTREACH, ACCESS AND RECOVERY) INTERVENTION. * COLORADO DBS SEEKS TO ENSURE THESE SERVICES ARE AVAILABLE THROUGHOUT THE STATE TO INDIVIDUALS THAT NEED THIS SSI/SSDI APPLICATION ASSISTANCE. * COLORADO DBS SEEKS TO EXPAND SERVICES TO PROVIDE CHILD SSI APPLICATION ASSISTANCE. * COLORADO DBS BELIEVES WE CAN EXPAND OUR CAPACITY TO DELIVER SERVICES BY BUILDING A VOLUNTEER WORKFORCE. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE EXECUTIVE DIRECTOR (ED) AND A BOARD OFFICER, AS AVAILABLE, HAVE A MEETING WITH THE EXTERNAL CONSULTANT TO REVIEW THE FORM 990 AND ITS REQUIRED ATTACHMENTS AND SCHEDULES. DURING THIS MEETING, A REVIEW OF ALL FINANCIAL AND NARRATIVE INFORMATION IS UNDERTAKEN TO MAKE SURE ALL REPORTS AND SCHEDULES REFLECT THE ACTUAL OPERATING RESULTS OF THE AGENCY FOR THE MOST RECENTLY COMPLETED FISCAL YEAR. AFTER THIS PROCESS, THE ED PROVIDES A SUMMARY PRESENTATION OF THE FORM 990 AT THE AGENCY'S NEXT BOARD MEETING. THE DRAFT FORM OF THE 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE. THE FORM 990 AND ACCOMPANYING SCHEDULES ARE THEN PROVIDED TO THE ENTIRE BOARD WITH A PERIOD FOR PROVIDING COMMENTS, EDITS OR CORRECTIONS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE EXECUTIVE DIRECTOR AND THE BOARD DEVELOPMENT/GOVERNANCE COMMITTEE(BDGC) REVIEWS THE ANNUAL CONFLICT OF INTEREST FOR POTENTIAL CONFLICTS. THE FORMS ARE COMPLETED AND SIGNED BY DIRECTORS AND OFFICERS. IF THE BDGC WERE TO IDENTIFY A CONFLICT OF INTEREST DURING THE ANNUAL REVIEW, THE COMMITTEE WOULD ENSURE THAT THE TRUSTEE OR OFFICER WAS NOT ALLOWED TO PARTICIPANT IN ANY RELATED VOTE AND RELATED TRANSACTIONS WERE SUBJECT TO COMPETITIVE BIDDING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION'S EXECUTIVE COMMITTEE (EC) WHICH SERVES AS THE COMPENSATION COMMITTEE, USES COMPARABLE SALARY SURVEY INFORMATION FROM A VARIETY OF NONPROFIT ORGANIZATIONS AS WELL AS NONPROFIT SECTOR TRENDS AND OTHER NONPROFIT COMPENSATION DATA TO ANNUALLY DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR. THIS INFORMATION IS ALSO USED TO DEVELOP SALARY RANGES FOR KEY STAFF. IN ADDITION, THE PERFORMANCE OF THE EXECUTIVE DIRECTOR IS EVALUATED BY THE EC, AND THE EXECUTIVE DIRECTOR CONDUCTS PERFORMANCE EVALUATIONS FOR KEY STAFF WHICH ARE SHARED WITH THE EC AND ARE USED TO DETERMINE COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND THE FORM 990 ARE AVAILABLE UPON REQUEST. REQUESTS RECEIVED IN WRITING ARE GENERALLY ANSWERED WITHIN TEN BUSINESS DAYS OF RECEIPT. THE AGENCY DOES NOT MAKE ITS INTERNAL FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. |
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