2024-10-30T14:06:54-05:00 2023-12-31 STOCKMAN KAST RYAN & CO LLP 102 N CASCADE AVENUE SUITE 400 COLORADO SPRINGS CO 80903 990 2023-01-01 203640104 Peak Vista Community Health Ctrs Foundation % PEAK VISTA CHC PEAK 7193446188 3205 North Academy Blvd Suite 130 Colorado Springs CO 80917 ROBERT BOOK CHAIRPERSON 7193446188 2024-05-15 true true DOREEN B MERZ P00841439 7196301186 2024-07-30 2023 2024-10-15 13:58:12Z ROBERT BOOK 3205 N Academy Blvd STE 130 CO SPGS CO 80917 38986 false X N/A X 2006 CO TO SUSTAIN EXCEPTIONAL HEALTHCARE FOR PEOPLE FACING ACCESS BARRIERS. 3 3 0 3 0 6681 0 0 0 42064 38986 0 0 48745 38986 6681 0 0 0 0 0 0 0 0 16358 15876 23039 15876 25706 23110 1823487 2134425 7115 7115 1816372 2127310 The Foundation is organized and shall operate in accordance with the Colorado Revised Nonprofit Corporation Act to sustain exceptional health care for people facing access barriers in the Pikes Peak and East Central Colorado regions... CONTINUED ON SCHEDULE O. false false 0 0 0 Solicited and held funds for the benefit of Peak Vista Community Health Centers to sustain exceptional health care for people facing access barriers. 0 true false false false false false false false false true 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 false false false false false false false false false false false false true 0 0 0 false false false false false false false false false false false false X 3 3 false false true false false true true true true false false true true true true true true false false false CO X X PEAK VISTA CHC 7193446188 3205 NORTH ACADEMY BLVD SUITE 130 CO SPRINGS CO 80917 X Robert Bob L Book Board Chairperson 1.0 0.0 X X 0 0 0 Santiago Bob Duran Board Member at Large 1.0 0.0 X 0 0 0 Peter Speiser Board Treasurer 1.0 0.0 X X 0 0 0 0 0 0 0 false false false 0 0 0 38986 38986 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 38986 38986 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 15876 15876 0 0 0 0 0 0 0 0 0 0 0 0 0 15876 0 15876 0 50407 50618 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1773080 2083807 0 0 0 0 0 0 0 0 1823487 2134425 7115 7115 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 7115 7115 X 67863 67863 1748509 2059447 1816372 2127310 1823487 2134425 23110 287828 X X false true X false false X 108 12621 10919 6681 0 30329 0 0 108 12621 10919 6681 0 30329 6018 24311 23708 39251 49232 42064 38986 193241 0 1000 1000 224570 0.10826 0.18828 X Schedule A, Part II, section C, Line 14 SCHEDULE A, PART II, FACTS AND CIRCUMSTANCES TEST ================================================= FACTS AND CIRCUMSTANCES TEST THE ORGANIZATION MEETS THE TEN PERCENT-OF-SUPPORT LIMITATION AND ATTRACTION OF PUBLIC SUPPORT TESTS AS DESCRIBED IN REGULATION 1.170A-9(F)(3). TEN PERCENT: SCHEDULE A PART II SECTION C LINE 14 DISPLAYS A PUBLIC SUPPORT PERCENTAGE ABOVE THE REQUIRED 10 PERCENT LIMITATION. ATTRACTION OF PUBLIC SUPPORT: THE ORGANIZATION STARTED DEVELOPING A STRATEGIC PLAN FOR FUNDRAISING AND CREATING SUSTAINABLE SUPPORT FOR THE PEAK VISTA COMMUNITY HEALTH CENTERS, AS FAR BACK AS 2018. THE ORGANIZATION WAS COORDINATING WITH THE HEALTH CARE CENTERS ON FUNDRAISING EFFORTS WHEN THE COVID 19 PANDEMIC STARTED. DURING 2020 AND UNTIL JUST RECENTLY, AS OF NOVEMBER 2023, THE EFFORTS OF THE INDIVIDUALS SERVING ON THE FOUNDATION, WITH ONE SERVING JOINTLY ON THE PEAK VISTA COMMUNITY HEALTH CENTERS BOARD, HAVE BEEN EXCLUSIVELY FOCUSED ON PROVIDING HEALTHCARE TO THE COMMUNITY AND KEEPING THE HEALTH CENTERS VIABLE. AS OF 2023, THE FOUNDATION HAS ENGAGED WITH THE HEALTH CENTERS WHICH EMPLOYED A FUNDRAISING DIRECTOR TO ASSIST WITH JOINT FUNDRAISING EFFORTS. ADDITIONALLY, THE FOUNDATION HAS RECENTLY (IN 2023) UPDATED ITS BYLAWS AND ARTICLES OF INCORPORATION TO BRING IN A BROADER AND MORE ENGAGED BOARD OF DIRECTORS, AND TO PURPOSELY ENGAGE WITH A BROADER BASE OF DONORS. THE MAJORITY OF THE BOARD IS INDEPENDENT AND THERE ARE NO DISCLOSEABLE FAMILY OR BUSINESS RELATIONS AMONG MEMBERS IMPAIRING INDEPENDENCE. 1512587 310937 1823524 1967093 -454506 1512587 1774215 192878 1967093 1546354 227861 1774215 1276608 1281 268465 1546354 0.03720 0.61410 0.34870 false false 0 0 X 326814 287828 287828 38986 38986 15876 15876 15876 SCHEDULE D, PART V, LINE 4 Endowment funds are used to support the operations of Peak Vista Community Health Center. SCHEDULE D, PART X, LINE 2 Both Peak Vista and the Foundation are exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code and qualify for the charitable contribution deduction. The organization believes that it does not have any uncertain tax positions that are material to the financial statements. FORM 990, PART III, LINE 1 by seeking, cultivating, and accepting unrestricted and restricted gifts and other charitable grants, donations, and contributions and thereafter investing and disbursing the same for the benefit of Peak Vista Community Health Centers, a Colorado nonprofit corporation ("PVCHC") and such community health clinics and other healthcare facilities located in the Pikes Peak and East Central Colorado regions that are owned and operated or controlled by PVCHC. FORM 990, PART V, LINE 2A; PART VII, SECTION A, LINE 5 Number of employees reported on for W-3. The Foundation does not have any employees. Development staff time is provided without charge, from the related organization, peak vista community health center. fundraising efforts of staff are focused on fundraising for both organizations. FORM 990, PART VI, SECTION A, LINE 4 The changes made to the foundation's bylaws in 2023 include the following: (1) THE NUMBER OF BOARD TRUSTEES WAS INCREASED TO A MINIMUM OF FIVE, UP TO A MAXIMUM OF 15, AND (2) THE NUMBER OF VOTING TRUSTEES APPOINTED BY THE PEAK VISTA COMMUNITY HEALTH CENTERS (PVCHC) WAS DECREASED TO TWO FROM THREE BOARD MEMBERS.(3) PVCHC'S CEO WILL SERVE AS A NON-VOTING MEMBER ON THE FILING ORGANIZATION'S BOARD.(4) A TRUSTEE'S TERM CAN BE EXTENDED FOR AN ADDITIONAL YEAR BY A MAJORITY VOTE, (5) An APPOINTED PVCHC TRUSTEE MAY BE REMOVED AT ANY TIME BY THE PVCHC'S BOARD OF DIRECTORS, (6) TRUSTEES MAY ACT BY PROXY, and (7) PVCHC's CEO AND PVCHC's position of Foundation executive director, ARE NO LONGER designated OFFICERS of the filing organization. FORM 990, PART VI, SECTION A, LINE 7A PER THE ORGANIZATION'S BYLAWS, UP TO TWO DIRECTORS WILL BE APPOINTED BY THE PEAK VISTA COMMUNITY HEALTH CENTER'S (PVCHC) BOARD OF DIRECTORS. THE DIRECTORS NOT APPOINTED BY PVCHC, ARE ELECTED BY THE ORGANIZATION'S CURRENTLY SERVING BOARD OF DIRECTORS. PVCHC MAY REMOVE AND REPLACE THEIR REPRESENTATIVE TRUSTEE AT ANY TIME. Form 990, Part VI, section A , line 7b GOVERNING DOCUMENTS CHANGES (ARTICLES OF INCORPORATION AND BYLAWS) OF THE FILING ORGANIZATION MUST BE APPROVED BY THE PEAK VISTA COMMUNITY HEALTH CENTER'S (PVCHC) BOARD. FORM 990, PART VI, SECTION A, LINE 11B A PDF COPY OF THE 990 RETURN IS DISTRIBUTED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE, ANNUALLY, ANY INTEREST THAT COULD GIVE RISE TO CONFLICT. THIS IS SPELLED OUT IN A CONFLICT-OF-INTEREST POLICY THAT IS REGULARLY AND CONSISTENTLY MONITORED. FORM 990, PART VI, SECTION C, LINE 19 General information about the organization is posted on the organization's website and the organization will provide in a timely manner, copies of all governing documents including its conflict-of-interest policy, when requested in writing or in person. Form 990, Part XII, line 2 c THE ORGANIZATION IS INCLUDED IN A CONSOLIDATED AUDIT WITH PEAK VISTA COMMUNITY HEALTH CENTERS (PVCHC). PVCHC HAS AN AUDIT COMMITTEE THAT ASSUMES RESPONSIBILITY FOR SELECTING THE INDEPENDENT AUDITOR FOR THE FINANCIAL STATEMENT AUDIT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.