2023-07-12T17:00:52-04:00 2022-12-31 KUNDINGER CORDER & MONTOYA PC 475 LINCOLN STREET SUITE 200 DENVER CO 80203 990 2022-01-01 834295300 BARTON INSTITUTE FOR COMMUNITY ACTION BART 7207104029 1114 W 7TH AVENUE SUITE 215 DENVER CO 80204 DAVID MILLER CEO AND SECRETARY 7207104029 2023-07-12 true DAVID MILLER 999009999 false KRISTIN CALDER P01720813 3035345953 2023-07-12 2022 2023-04-26 12:10:37Z DAVID MILLER 1114 W 7TH AVENUE SUITE 215 DENVER CO 80204 5956594 false X HTTPS://WWW.BARTONINSTITUTE.ORG/ X 2019 CO THE BARTON INSTITUTE WORKS WITH METRO DENVER COMMUNITY MEMBERS TO CREATE SAFE COMMUNITY SPACES WHERE PEOPLE CAN BUILD LIVES WITH MORE OPPORTUNITIES TO THRIVE. 8 8 46 50 0 15705785 5682483 0 470264 170693 146023 86156 16322072 5939332 1360722 18213618 0 1323730 684362 0 67151 1165564 394564 3850016 19292544 12472056 -13353212 34619921 15071754 4733243 229221 29886678 14842533 X THE BARTON INSTITUTE WORKS WITH METRO DENVER COMMUNITY MEMBERS TO CREATE SAFE COMMUNITY SPACES WHERE PEOPLE CAN BUILD LIVES WITH MORE OPPORTUNITIES TO THRIVE. false true 14769192 14580692 THROUGH 2021, LIFESPAN LOCAL WAS A DIVISION OF THE BARTON INSTITUTE. IN 2022, THE BARTON INSTITUTE BECAME A FISCAL SPONSOR FOR LIFESPAN LOCAL AND IN MID-2022, THE ORGANIZATION BECAME A SEPARATE 501C3. THE BARTON INSTITUTE GRANTED ALL OF THE ASSETS OF LIFESPAN LOCAL TO THE NEW ORGANIZATION. THE MISSION OF LIFESPAN LOCAL IS TO CULTIVATE COMMUNITY WELL-BEING THROUGH PARTNERSHIPS WITH LOCAL RESIDENTS AND COMMUNITY CHAMPIONS. THE LIFESPAN LOCAL APPROACH BUILDS ON THE SUCCESS OF THE DAHLIA CAMPUS FOR HEALTH AND WELL-BEING, LED BY DR. LYDIA PRADO. 1804258 1729803 COMMUN WORKS IN SOUTHWEST DENVER TO BUILD COMMUNITY RESILIENCE THROUGH RELATIONSHIPS AND PROGRAMS THAT CENTER COMMUNITY VOICE, CULTIVATE A SENSE OF BELONGING, AND REALIZE EQUITY. COMMUN ANSWERS THE CALL FOR COMMUNITY GATHERING SPACE, LOCAL FOOD ENTREPRENEURSHIP, AND HEALTH. THE BARTON INSTITUTE IS THE FISCAL SPONSOR FOR COMMUN. 1164821 1090366 THE VILLAGE INSTITUTE IS A LIVE/LEARN/WORK CENTER FOR SINGLE-MOTHER REFUGEE FAMILIES. THIS HOLISTIC MODEL BRINGS HOUSING, LANGUAGE LEARNING, CHILDCARE, JOB READINESS WORKSHOPS, AND MENTAL HEALTH SERVICES UNDER ONE ROOF. THE BARTON INSTITUTE IS THE FISCAL SPONSOR FOR THE VILLAGE INSTITUTE. 1015006 812757 THE COLORADO SAFE PARKING INITIATIVE IS A GRASSROOTS INITIATIVE TO ENCOURAGE SAFE, LEGAL PARKING LOCATIONS FOR INDIVIDUALS AND FAMILIES EXPERIENCING HOMELESSNESS WHO ARE LIVING IN THEIR VEHICLES IN COLORADO'S FRONT-RANGE COMMUNITIES. ADDITIONALLY, OTHER PROGRAM SERVICES CONSIST OF THE COLORADO VILLAGE COLLABORATIVE, THE COLORADO EVALUATION AND ACTION LAB. 1015006 812757 18753277 true true false false false false false false false true true true false false false false true false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false true X 85 0 true 46 true false false false false false false false false false false false false X 8 8 false false false false false false false true true false false true true true true true true true true false X REBECCA ARNO BARTON INSTITUTE ACTION 7207104923 1114 W 7TH AVENUE SUITE 215 DENVER CO 80204 DAVID MILLER CEO AND SECR 55.00 X X 233091 0 18630 REBECCA ARNO COO AND TREA 55.00 X X 215720 0 29134 LAURA BARTON PRESIDENT 10.00 X X 0 0 0 ANGELA COBIAN MEMBER 1.00 X 0 0 0 TOM GOUGEON MEMBER 1.00 X 0 0 0 KENZO KAWANABE MEMBER 1.00 X 0 0 0 DEAN PRINA MEMBER 1.00 X 0 0 0 JAMES ROY MEMBER EFF. 1.00 X 0 0 0 CHRIS SMITH MEMBER EFF. 1.00 X 0 0 0 AMBER VALDEZ MEMBER 1.00 X 0 0 0 448811 47764 2 false true false 5682483 5682483 187955 187955 8673 8673 8673 8673 17262 -17262 -17262 -17262 OTHER INCOME 77483 77483 77483 5939332 256849 18213618 18213618 496576 371745 62244 62587 131943 77724 54219 9337 5282 4055 13461 7975 3886 1600 33045 23477 6621 2947 18000 18000 66626 66626 178676 178676 49330 43314 6016 7103 85 7001 17 17450 17450 18000 18000 1022 1022 OTHER EXPENSES 37132 10057 27075 COMMUNITY SUPPORT 1225 1225 19292544 18753277 472116 67151 13598962 931375 160490 50020 3766639 2009109 43641 1500 1978 6132 3066 3090613 3066 14001717 12032565 34619921 15071754 233243 229221 4500000 4733243 229221 X 3492229 321686 26394449 14520847 29886678 14842533 34619921 15071754 -13353212 -1690933 X X false true X true false X 11495727 5107757 15805785 5682483 38091752 11495727 5107757 15805785 5682483 38091752 7687618 30404134 43399 159002 144141 196628 543170 5722 140463 77483 223668 38858590 X PART II, LINE 10 223,668 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13205790 -1545838 -531985 11127967 11578971 1626819 13205790 8368102 2013581 1197288 11578971 8200000 168102 8368102 1.00000 true false 6132 3066 3066 3066 BENEFICIAL INTEREST IN ASSETS HELD B 12032565 F 12032565 4069723 -1690933 -1690933 5760656 178676 178676 5939332 19113868 19113868 178676 178676 19292544 SCHEDULE D, PAGE 4, PART XIII PART V, LINE 4: THE DISTRIBUTION POLICY ALLOWS FOR ANNUAL DISTRIBUTIONS OF 5% OF THE AVERAGE OF THE PREVIOUS TWELVE QUARTER'S FAIR MARKET VALUE OF THE DENVER FOUNDATION ENDOWMENT FUNDS, LESS ADMINISTRATIVE FEES AND EXPENSES. THE AVERAGE FAIR MARKET VALUE IS DETERMINED IN ACCORDANCE WITH THE DENVER FOUNDATION'S VALUATION POLICIES AND PROCEDURES. true ANTI-DEFAMATION LEAGUE 1120 LINCOLN ST DENVER CO 80203 131818723 501C3 25000 GENERAL OPS SUPPORT COLORADO SAFE PARKING INITIATIVE 1114 W 7TH AVENUE DENVER CO 80204 851324210 501C3 561257 FISCAL SPONSORSHIP COLORADO SAFE PARKING INITIATIVE 1114 W 7TH AVENUE DENVER CO 80204 851324210 501C3 75000 GENERAL OPS SUPPORT COLORADO VILLAGE COLLABORATIVE 3264 LARIMER ST UNIT D DENVER CO 80205 820741818 501C3 60000 TINY HOMES COLORADO YOUTH TENNIS FOUNDATION 3300 EAST BAYAUD AVE 201 DENVER CO 80209 840877046 501C3 10000 GENERAL OPS SUPPORT COMMUN 2370 KING STREET DENVER CO 80219 852018135 501C3 1729803 FISCAL SPONSORSHIP DENVER TENNIS PARK 1560 SOUTH FRANKLIN DENVER CO 80210 820620668 501C3 10000 GENERAL OPS SUPPORT LA CLINICA TEPEYAC 5075 LINCOLN ST DENVER CO 80216 841285505 501C3 10000 GENERAL OPS SUPPORT LIFESPAN LOCAL 4407 MORRISON ROAD DENVER CO 80219 842003868 501C3 13681498 PROJECT SEPARATION LIFESPAN LOCAL 4407 MORRISON ROAD DENVER CO 80219 842003868 501C3 899194 FISCAL SPONSORSHIP LIFESPAN LOCAL 4407 MORRISON ROAD DENVER CO 80219 842003868 501C3 5248 PURCHASE BOX TRUCK VILLAGE INSTITUTE 1440 ELMIRA STREET AURORA CO 80010 863160394 501C3 1090366 FISCAL SPONSORSHIP WARM COOKIES OF THE REVOLUTION 576 GILPIN ST DENVER CO 80218 455150898 501C3 50000 GENERAL OPS SUPPORT 10 SCHEDULE I, PAGE 1, PART I, LINE 2 BARTON INSTITUTE GRANT SELECTION CRITERIA AND MONITORING CRITERIA: THE BARTON INSTITUTE RECEIVES FUNDS FROM THREE MAJOR SOURCES. GRANTS ARE AWARDED FROM THESE SOURCES DIFFERENTLY. 1.GRANTS TO FISCAL SPONSEES THE BARTON INSTITUTE SERVES AS A MODEL C FISCAL SPONSOR FOR ORGANIZATIONS. IN 2022, THE INSTITUTE SERVED AS THE FISCAL SPONSOR FOR FOUR ORGANIZATIONS. AS A MODEL C FISCAL SPONSOR, THE BARTON INSTITUTE RECEIVES ALL FUNDS THAT ARE DONATED TO THESE FISCAL SPONSEES AND THEN RE-GRANTS THEM TO THE FISCAL SPONSEES. THE BARTON INSTITUTE IS RESPONSIBLE FOR ENSURING THAT THE FUNDS ARE SPENT LEGALLY, PROPERLY, AND CONSISTENT WITH THE TERMS OF THE GIFTS. FOR THESE FUNDS, THE GRANT SELECTION CRITERIA ARE DETERMINED BY THE FUNDERS OF THE VARIOUS FISCAL SPONSEES. 2.BARTON INSTITUTE ENDOWMENT THE BARTON INSTITUTE HAS AN ENDOWMENT THAT LARGELY FUNDS THE OPERATIONS OF THE BARTON INSTITUTE. CURRENTLY, NONE OF THE MONEY FROM THE ENDOWMENT IS USED BY THE BARTON INSTITUTE FOR GRANTS. IT'S USED EXCLUSIVELY FOR INTERNAL OPERATIONS. 3.GIFTS FROM INDIVIDUAL DONORS THE BARTON INSTITUTE SOLICITS AND RECEIVES CONTRIBUTIONS FROM INDIVIDUAL DONORS. THE BARTON INSTITUTE AWARDS GRANTS FROM THESE FUNDS AFTER CONSULTING WITH THE DONORS. THE BULK OF THESE FUNDS GO TO FISCAL SPONSEES OF THE BARTON INSTITUTE AND TO ORGANIZATIONS THAT ARE DIRECTLY RELATED TO THE BARTON INSTITUTE'S MISSION. OCCASIONALLY, A DONOR WILL REQUEST THAT THE FUNDS BE RE-GRANTED TO OTHER ORGANIZATIONS. IN THESE CASES, THE BARTON INSTITUTE CONDUCTS DUE DILIGENCE TO DETERMINE THAT THE RECEIVING ORGANIZATION IS A 501(C)(3) ORGANIZATION IN GOOD STANDING WITH THE INTERNAL REVENUE SERVICE. MONITORING: THE BARTON INSTITUTE CAREFULLY MONITORS ALL GRANT DOLLARS IT AWARDS TO ENSURE THAT THE FUNDS ARE USED LEGALLY, PROPERLY, AND CONSISTENT WITH THE DONORS' INTENT. MOST GRANTS TO FISCAL SPONSEES COME FROM LARGE FOUNDATIONS AND GOVERNMENT AGENCIES. THESE ORGANIZATIONS OFTEN REQUIRE EXTENSIVE INTERIM AND FINAL REPORTS ITEMIZING HOW THE FUNDS WERE USED AND REQUIRING THAT THE FUNDS BE USED CONSISTENT WITH THE GRANT CONTRACT. THE BARTON INSTITUTE WORKS WITH ITS FISCAL SPONSEES TO ENSURE THESE REPORTS ARE TIMELY AND COMPLETE. X X X false false false false false false false false false DAVID MILLER CEO AND SECRETARY 233091 18140 490 251721 REBECCA ARNO COO AND TREASURER 215720 17544 11590 244854 FORM 990 SCHEDULE I, PART II, COLUMN (H) ALL GRANTS FOR "FISCAL SPONSORSHIP" ARE RELATED TO MODEL C FISCAL SPONSORSHIP AGREEMENTS. FORM 990, PAGE 2, PART III, LINE 3 AS OF JANUARY 1, 2022, LIFESPAN LOCAL, A WHOLLY OWNED SUBSIDIARY OF THE INSTITUTE, ENTERED INTO A MODEL C FISCAL SPONSORSHIP WITH THE INSTITUTE, ESSENTIALLY BECOMING A GRANTEE OF THE INSTITUTE. AT SUCH TIME, ALL ASSETS AND LIABILITIES RELATED TO LIFESPAN LOCAL WERE TRANSFERRED FROM THE INSTITUTE AND PROJECT SEPARATION DISBURSEMENTS WERE RECORDED ON THE INSTITUTE'S STATEMENT OF ACTIVITIES. EFFECTIVE JULY 1, 2022, LIFESPAN LOCAL FORMALLY TERMINATED THE FISCAL SPONSORSHIP AND SEPARATED FROM THE INSTITUTE AND ANY REMAINING NET ASSETS WERE TRANSFERRED AND A GRANT EXPENSE WAS RECORDED ON THE INSTITUTE'S STATEMENT OF ACTIVITIES. THE FOLLOWING ASSETS WERE TRANSFERRED: 2,477,049 FIXED ASSETS & CIP, NET OF ACCUMULATED DEPRECIATION 12,103,642 NET ASSETS WHEN THESE ASSETS WERE TRANSFERRED, THE INSTITUTE RECOGNIZED GRANT EXPENSE OF 14,580,691. FORM 990, PAGE 2, PART III, LINE 4D THE COLORADO SAFE PARKING INITIATIVE IS A GRASSROOTS INITIATIVE TO ENCOURAGE SAFE, LEGAL PARKING LOCATIONS FOR INDIVIDUALS AND FAMILIES EXPERIENCING HOMELESSNESS WHO ARE LIVING IN THEIR VEHICLES IN COLORADO'S FRONT-RANGE COMMUNITIES. ADDITIONALLY, OTHER PROGRAM SERVICES CONSIST OF THE COLORADO VILLAGE COLLABORATIVE, THE COLORADO EVALUATION AND ACTION LAB. FORM 990, PART V LINE 2A THE BARTON INSTITUTE HAS 4 EMPLOYEES, WHILE THE OTHER 42 W-2S WERE ISSUED ON BEHALF OF FISCAL SPONSEES. FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS PROVIDED TO THE BOARD OF DIRECTORS AFTER PREPARATION BY THE OUTSIDE AUDITING FIRM. THE BOARD OF DIRECTORS REVIEWS THE 990, ASKS QUESTIONS ABOUT THE 990, AND APPROVES IT FOR SUBMISSION PRIOR TO ITS SUBMISSION TO THE IRS. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY APPROVED BY THE BOARD OF DIRECTORS. EACH YEAR, ALL MEMBERS OF THE BOARD OF DIRECTORS AND STAFF FILL OUT A CONFLICT OF INTEREST QUESTIONNAIRE AND SUBMIT THIS TO THE CEO. THE CEO SHALL DISCLOSE ANY CONFLICTS OF INTEREST REPORTED TO HIM OR HER UNDER THE POLICY TO THE BOARD OF DIRECTORS. THE BOARD EVALUATES THE DISCLOSURES TO DETERMINE WHETHER THEY INVOLVE ACTUAL CONFLICTS OF INTEREST AND MAY ATTEMPT TO DEVELOP ALTERNATIVES TO REMOVE THE CONFLICT FROM THE SITUATION. FORM 990, PAGE 6, PART VI, LINE 15A THE CEO AND THE BOARD PRESIDENT REVIEW THE COMPENSATION OF ALL EMPLOYEES WITH THE BOARD OF DIRECTORS. THE CEO PROVIDES DOCUMENTATION FROM SURVEYS OF SIMILAR SALARIES OBTAINED FROM THE COLORADO ASSOCIATION OF FUNDERS, THE UNIVERSITY OF DENVER, THE COLORADO NONPROFIT ASSOCIATION, AND THE COUNCIL ON FOUNDATIONS. ALL SALARIES ARE DETERMINED IN CONNECTION WITH THOSE OF ORGANIZATIONS OF SIMILAR SIZE, COMPLEXITY, AND AREAS OF RESPONSIBILITY. FORM 990, PAGE 6, PART VI, LINE 15B THE CEO REVIEWS ALL SALARIES WITH THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 19 THE BARTON INSTITUTE OFFERS TO MAKE ALL GOVERNANCE DOCUMENTS INCLUDING THE IRS FORM 990 AVAILABLE UPON REQUEST. THIS OFFER IS IN PLACE ON THE ORGANIZATION'S WEBSITE. FORM 990, PAGE 12, PART XII, LINE 2C THE AUDIT REVIEW PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.