Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 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 |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 906,740 | 628,948 | 698,575 | 1,078,177 | 888,141 | 4,200,581 |
| 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 | 906,740 | 628,948 | 698,575 | 1,078,177 | 888,141 | 4,200,581 |
| 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).. | 1,572,397 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 2,628,184 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 906,740 | 628,948 | 698,575 | 1,078,177 | 888,141 | 4,200,581 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 167 | 187 | 329 | 333 | 454 | 1,470 |
| 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.).. | 187,212 | 144,165 | 9,444 | 340,821 | ||
| 11 | Total support. Add lines 7 through 10 | 4,542,872 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (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) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (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) |
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| 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) |
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| 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): |
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| 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 0.015 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 0.035 | 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 | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2020 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2020 |
(iii) Distributable Amount for 2020 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2020 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2020: | ||||
| a From 2015....... | ||||
| b From 2016....... | ||||
| c From 2017....... | ||||
| d From 2018....... | ||||
| e From 2019....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2020 distributable amount | ||||
|
i
Carryover from 2015 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2020 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2020 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2021. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2016..... | ||||
| b Excess from 2017..... | ||||
| c Excess from 2018..... | ||||
| d Excess from 2019..... | ||||
| e Excess from 2020..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
|---|---|
| PART II, LINE 10 | OTHER INCOME 340,821 |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | - EXPANDED OCEF'S SUPPORTER LIST THROUGH DIGITAL ORGANIZING BY OVER 10,000 NEW SUPPORTERS, FOR A TOTAL OF 114,000 SUPPORTERS STATEWIDE. - ENGAGED 167 VOLUNTEERS TO WRITE POSTCARDS, SEND TEXTS, AND MAKE CALLS TO SUPPORT GET OUT THE VOTE EFFORTS DURING THE 2020 ELECTION. - THE ONE COLORADO CONNECTS PROGRAM CONTRIBUTED TO THE INCREDIBLE CIVIC ENGAGEMENT SEEN IN THE 2020 ELECTION. COLORADO SAW AN UNPRESENTED 85% OF VOTERS TURN OUT IN THE 2020 ELECTION, WITH COLORADANS SUBMITTING 400,000 MORE BALLOTS THAN IN THE 2016 ELECTION. EVEN MORE HISTORIC WAS THE 95% VOTER TURNOUT AMONG OCEF SUPPORTERS. - OCEF SUPPORTED EFFORTS TO ENCOURAGE COLORADO RESIDENTS TO FILL OUT THE 2020 CENSUS BY HOSTING THREE WEBINARS: ONE IN PARTNERSHIP WITH PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS, ONE IN PARTNERSHIP WITH COLORADO COUNTS CENSUS 2020, AND ONE INDEPENDENT TOWN HALL. DURING PHONE CALLS AND TEXT OUTREACH, OCEF VOLUNTEERS ASKED SUPPORTERS IF THEY COMPLETED THEIR CENSUS FORM AND PROVIDED INFORMATION ON HOW TO FILL OUT THE CENSUS FORM. - THE ORGANIZATION EDUCATED 15,260 PEOPLE ON HOW TO COMPLETE THE 2020 CENSUS, FAR EXCEEDING OCEF'S GOAL OF 10,000. - OCEF REGISTERED 12,392 PEOPLE TO VOTE, EXCEEDING ITS GOAL OF 10,000 AND CONNECTED WITH 21,088 OLDER ADULT SUPPORTERS THROUGH "ONE COLORADO CONNECTS," AN INITIATIVE INTENDED TO CHECK ON THE MENTAL HEALTH OUTCOMES OF SUPPORTERS DURING THE EARLY MONTHS OF THE COVID-19 PANDEMIC. - COORDINATED A COALITION TO DEVELOP THREE HEALTH-RELATED BUYER'S GUIDES ON TOPICS RELATED TO COMPREHENSIVE COVERAGE FOR TRANSGENDER COLORADANS, COVERAGE FOR HORMONE REPLACEMENT THERAPY, AND COVERAGE FOR HIV/AIDS PREVENTION AND TREATMENT PRESCRIPTIONS. - PUBLISHED THE TRANSGENDER BUYER'S GUIDE, WHICH HIGHLIGHED THAT FOR THE THIRD TIME, ALL CARRIERS HAVE REMOVED THER EXCLUSIONS RELATED TO TRANSGENDER HEALTH CARE AND ALL CARRIERS PROVIDE COMPREHENSIVE COVERAGE FOR TRANSGENDER-RELATED CARE. - COORDINATED THE STATEWIDE LGBTQ HEALTH COALTION TO ELEVATE ISSUES IMPACTING COLORADANS IN AREAS OF HEALTH AND HEALTHCARE. - OCEF HOSTED ITS GSA REGIONAL LEADERSHIP SUMMIT VIRTUALLY, COMBINING ITS FIVE REGIONAL SUMMITS INTO ONE VIRTUAL EVENT TO CREATE MORE OPPORTUNITIES FOR NETWORKING. OCEF ENGAGED 240 ATTENDEES IN ITS 2021 GSA SUMMIT, WITH HIGHER ATTENDANCE THAN USUAL DUE TO THE EVENT'S VIRTUAL FORMAT. - OCEF EDUCATED COMMUNITY MEMBERS AND HEALTHCARE PROFESSIONALS ABOUT HEALTHCARE RIGHTS AND OUTCOMES IDENTIFIED IN ITS CLOSING THE GAP REPORT THROUGH TRAININGS DURING ITS "WHAT THE LGBTQ HEALTH?" STATEWIDE TOUR. OCEF MADE THREE STATEWIDE VIRTUAL STOPS IN MARCH AND APRIL AND SIX VIRTUAL REGIONAL STOPS IN AUGUST, SEPTEMBER, AND OCTOBER. OCEF EDUCATED AND TRAINED 202 PARTICIPANTS WHO REGISTERED THROUGH ZOOM AND MANY MORE THROUGH FACEBOOK LIVE, FOCUSING ON LGBTQ HEALTH OUTCOMES, RIGHTS, AND ACCESS TO HEALTH CARE. - OCEF ENGAGED 253 PARTICIPANTS IN ITS TITLE VII SCOTUS DECISION VIRTUAL TOWN HALL, A VERY WELL ATTENDED RALLY CELEBRATING THE SUPREME COURT'S DECISION TO AFFIRM THAT TITLE VII OF THE CIVIC RIGHTS ACT OF 1964 PROHIBITS DISCRIMINATION BASED ON AN INDIVIDUAL'S SEXUAL ORIENTATION AND TRANSGENDER STATUS. - ACROSS ALL OF THESE SUCCESSES, OCEF SHIFTED ITS PROGRAMMING TO BE MORE INCLUSIVE FOR LGBTQ COLORADANS ACROSS THE STATE, AS ANYONE COULD BE A PARTICIPANT REGARDLESS OF GEOGRAPHY BY PROVIDING VIRTUAL ENGAGEMENT OPPORTUNITIES. - OCEF IS EXCITED TO WELCOME NADINE BRIDGES AS ITS NEW EXECUTIVE DIRECTOR. NADINE HAS DEDICATED HERSELF TO WORKING WITH AND ADVOCATING FOR COMMUNITIES WHO HAVE BEEN IMPEDED AND OPPRESSED OVER THE PAST 20 YEARS. - OCEF WILL BEGIN ITS STRATEGIC PLANNING PROCESS IN LATE 2021, LOOKING AT THE ORGANIZATION'S DIRECTION FOR THE NEXT THREE TO FIVE YEARS. OCEF ANTICIPATES CENTERING BIPOC, IMMIGRANT, AND RURAL COMMUNITIES IN ITS STRATEGY AND DIRECTION. - HOSTED A VIRTUAL ALLY AWARDS IN THE SUMMER OF 2020 DUE TO THE COVID-19 PANDEMIC, WHICH WAS ATTENDED BY OVER 150 VIRTUAL ATTENDEES. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE EXECUTIVE DIRECTOR (ED) AND EXTERNAL ACCOUNTANT ARE RESPONSIBLE FOR PREPARING THE SCHEDULES AND INFORMATION TO COMPLETE THE FORM 990 FILING. BOTH REVIEW INITIAL DRAFTS AND ADDRESS QUESTIONS AND COMMENTS WITH THE PREPARER. THE BOARD TREASURER HAS OVERSIGHT OF THIS PROCESS. WHEN THE ED AND EXTERNAL ACCOUNTANT ARE SATISFIED WITH THE DRAFTS, THE ED PROVIDES COPIES TO THE FULL BOARD FOR THEIR REVIEW. COMMENTS, IF ANY, ARE ADDRESSED AND RESOLVED. THE ED THEN FILES THE COMPLETED RETURN WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE AGENCY MAINTAINS A BOARD RESOURCE MANUAL WITH ALL POLICIES AND PROCEDURES. EACH BOARD MEMBER HAS ACCESS TO THE MANUAL AND THE ORIENTATION TO FULLY EXPLAIN THE ROLES AND RESPONSIBILITIES OF EACH MEMBER. THE EXECUTIVE DIRECTOR AND BOARD EXECUTIVE COMMITTEE WORK TOGETHER TO ENSURE COMPLIANCE WITH THE CONFLICTS OF INTEREST POLICY. THE AGENCY'S EXECUTIVE COMMITTEE WORKS TO ENSURE COMPLIANCE WITH BOARD POLICIES. THE BOARD COMPLETES A CONFLICT OF INTEREST DISCLOSURE ANNUALLY. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE AGENCY EXECUTIVE DIRECTOR AND SUPPORT STAFF WORK TOGETHER TO SECURE NON PROFIT SALARY SURVEY INFORMATION FROM A VARIETY OF NON PROFIT SOURCES. THIS INFORMATION ALONG WITH OTHER NON PROFIT SECTOR TRENDS AND COMPARABLE AGENCY DATA IS USED TO DEVELOP A SALARY RANGE FOR EXECUTIVE, MANAGEMENT, AND STAFF SALARIES. THIS INFORMATION, ALONG WITH THE AGENCY'S SALARY HISTORY FORM THE BASIS FOR COMPENSATION ARRANGEMENTS AND UPDATES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE AGENCY COMPLIES WITH ALL REQUIRED FILINGS AND DISCLOSURES IN A TIMELY MANNER. THE AGENCY ALSO MAKES AVAILABLE ITS PUBLIC DOCUMENTS TO ANY INTERESTED PARTY WHO MAKES A WRITTEN REQUEST. THESE REQUESTS ARE GENERALLY ANSWERED WITHIN TEN BUSINESS DAYS OF RECEIPT. THE AGENCY DOES NOT PUBLISH ITS INTERNAL FINANCIAL DOCUMENTS. |
| Software ID: | |
| Software Version: |