Aspenpointe Inc, Group Return in Colorado Spgs, Colorado (CO)

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Aspenpointe Inc, Group Return
Employer Identification Number (EIN)900528134
Name of OrganizationAspenpointe Inc
Secondary NameGroup Return
In Care of NameAspenpointe Inc
Address675 Southpointe Ct Ste 210, Colorado Spgs, CO 80906-3888
SubsectionCharitable Organization
Ruling Date03/2006
DeductibilityContributions are deductible
FoundationOrganizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above
OrganizationAssociation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$10,000,000 to $49,999,999
Income$50,000,000 to greater
Filing Requirement990 - Group return
Asset Amount$28,063,686
Amount of Income$59,009,325
Form 990 Revenue Amount$54,434,928
National Taxonomy of Exempt Entities (NTEE)Health - General and Rehabilitative: Community Health Systems


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Amount of income in 2014: $59,009,325 (it was $51,581,881 in 2013)
This organization: 

 $59,009,325
Other organizations performing similar types of work: 

 $58,371,666

Assets in 2014: $28,063,686 (it was $26,454,463 in 2013)
Aspenpointe Inc, Group Return: 

 $28,063,686
Other organizations performing similar types of work: 

 $115,495,398

Expenses in 2013: $49,742,544
This organization: 

 $49,742,544
Other organizations performing similar types of work: 

 $46,510,321

Income to expenses ratio in 2013: 1.2
This organization: 

 1.2
Other organizations performing similar types of work: 

 1.0

Grants share in income in 2013: 3.2%
This organization: 

 3.2%
Other organizations performing similar types of work: 

 0.0%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?NoNo
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?NoNo
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNo
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?YesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?NoNo
Did the organization obtain separate, independent audited financial statements for the tax year?NoNo
Was the organization included in consolidated, independent audited financial statements for the tax year?YesYes
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?NoNo
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?YesYes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?YesYes
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNo
Did the organization receive more than $25,000 in non-cash contributions?YesYes
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?YesYes
Was the organization related to any tax-exempt or taxable entity?YesYes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?YesYes
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 109600
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?NoNo
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return00
Did the organization file all required federal employment tax returns?NoNo
Did the organization have unrelated business gross income of $1,000 or more during the year?NoYesYes
Has it filed a Form 990-T for this year?YesYes
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?YesYes
Did the organization notify the donor of the value of the goods or services provided?YesYes
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$0$0
Total reportable compensation from related organizations$2,262,999$2,300,375
Total estimated amount of other compensation from the organization and related organizations$270,598$287,787
Total number of individuals who received more than $100,000 of reportable compensation from the organization00
Total number of independent contractors who received more than $100,000 of compensation from the organization125
Statement of Revenue
201120122013
Total revenue$45,217,399$50,739,106$51,581,881
Contributions, Gifts, Grants and Other Similar Amounts$934,112$843,306$1,646,019
Program Service Revenue$43,220,094$48,679,748$47,342,520
900099$44,832,502$43,702,719
900099$1,912,840$1,705,062
Vocational Rehabilitation Services $341,705$1,112,425
Vocational Rehabilitation Services $594,536$739,109
900099$998,165$83,205
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$131,102$137,052$156,014
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$830,931$963,426$1,143,890
Gross rents (Real / Personal)$2,571,751 / $0$3,217,828 / $0$3,671,493 / $0
Less: rental expenses (Real / Personal)$1,740,820 / $0$2,254,402 / $0$2,527,603 / $0
Rental income or (loss) (Real / Personal)$830,931 / $0$963,426 / $0$1,143,890 / $0
Net gain/loss from sales of assets other than inventory$101,160$115,574$1,293,438
Gross amount from sales of assets other than inventory (Securities / Other)$1,141,628 / $0$1,817,076 / $5,743$2,405,648 / $1,750,000
Less: cost or other basis and sales expenses (Securities / Other)$1,019,788 / $20,680$1,707,245 / $0$2,115,987 / $746,223
Gain or (loss) (Securities / Other)$121,840 / $-20,680$109,831 / $5,743$289,661 / $1,003,777
Net income/loss from fundraising events$0$0$0
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$0$0$0
Miscellaneous Revenue$0$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$43,966,293$49,248,236$49,742,544
Grants and other assistance to domestic organizations and domestic governments$2,020$100
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$1,408,433$2,778,126$2,687,880
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$19,998,709$20,283,326$21,891,071
Pension plan accruals and contributions$624,275$627,114
Other employee benefits$3,448,365$4,331,536
Payroll taxes$1,642,280$1,613,393$1,679,798
Fees for services (non-employees)
Management$67,159$235,328
Legal$21,398$20,463
Accounting$154,000$112,217
Lobbying$25,000$24,718
Professional fundraising services$183,892$0$0
Investment management fees$0$0
Other$15,070,647$12,236,308
Advertising and promotion$244,299$188,336
Office expenses$1,247,426$1,496,699
Information technology$894,264$1,101,453
Royalties$0$0
Occupancy$225,120$413,563
Travel$392,159$482,233
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$325,244$321,257
Interest$29,335$10,053
Payments to affiliates$0$0
Depreciation, depletion, and amortization$1,421,667$1,498,335
Insurance$289,195$336,351
Other expenses$90,624$47,237
Other expenses$1,194$494
Balance Sheet
201120122013
Total assets$23,631,188$25,542,751$26,454,463
Cash - non-interest-bearing$2,850,470$3,382,265
Savings and temporary cash investments$1,508,326$1,396,887
Pledges and grants receivable, net$0$0
Accounts receivable, net$2,493,875$1,884,613
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$0$0
Prepaid expenses and deferred charges$176,619$415,456
Land, buildings, and equipment: cost or other basis$14,132,894$14,643,489
Investments - publicly traded securities$4,168,677$4,540,195
Investments - other securities$0$0
Investments - program-related$57,000$57,000
Intangible assets$0$0
Other assets$154,890$134,558
Total liabilities$11,789,469$12,417,790$11,484,439
Accounts payable and accrued expenses$2,153,982$2,035,223
Grants payable$0$0
Deferred revenue$857,664$842,163
Tax-exempt bond liabilities$7,360,000$6,840,000$6,305,000
Escrow or custodial account liability$0$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$150,000$2,381,275$2,136,377
Unsecured notes and loans payable to unrelated third parties$0$0$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$184,869$165,676
Total net assets or fund balances$11,841,719$13,124,961$14,970,024
Unrestricted net assets$13,048,151$14,893,214
Temporarily restricted net assets$0$0
Permanently restricted net assets$76,810$76,810
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % 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
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Section 509(a)(2) (for 2009 - 2013)
2009 - 2013 Total
Public support$195,083,095
Subtotal$233,181,575
Gifts, grants, contributions, and membership fees received$5,459,721
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$227,721,854
Gross receipts from activities that are not an unrelated trade or business under section 513$0
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Less$38,098,480
Amounts received from disqualified persons$0
Amounts received from other than disqualified persons that exceed the greater of $5,000 or 1% of the total support$38,098,480
Total support$247,919,487
Public support$233,181,575
Subtotal$14,737,912
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$14,737,912
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975$0
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Catholic Health Initiatives198 Inverness Dr W, Englewood, CO 80112-5202CO1946-03$1,639,118,386
2Healthone, The Colorado Health Foundation501 S Cherry St Ste 1100, Glendale, CO 80246-1330CO1991-02$304,865,074
3Centura Health Corporation3025 S Parker Road Suite 510, Aurora, CO 80014-2911CO1996-07$220,906,832
4Aspenpointe Inc, Aspenpointe Health Services220 Ruskin Dr, Colorado Spgs, CO 80910-2522CO2006-03$20,164,580
5St Vincents Health System Inc4205 Belfort Rd Ste 4015, Jacksonville, FL 32216-3623FL1946-03$66,865,460
6Health Quest Medical Practice P C1351 Route 55 Ste 200, Lagrangeville, NY 12540-5128NY2011-03$60,477,199
7Aspenpointe Inc, Group Return675 Southpointe Ct Ste 210, Colorado Spgs, CO 80906-3888CO2006-03$59,009,325
8Aspenpointe Inc675 Southpointe Ct Ste 210, Colorado Spgs, CO 80906-3888CO2006-03$44,015,971
9Mercy Hospital Cassville645 Maryville Centre Dr Ste 100, Saint Louis, MO 63141-5846MO1946-03$20,740,287
10Mount Nittany Health System1800 E Park Ave, State College, PA 16803-6709PA2012-06$11,322,798
11Atenas Community Health Center Achc IncPO BOX 455, Manatiinternational2014-11$9,883,196
12Triad Health Systems Inc, Triad Medical ClinicPO BOX 845, Warsaw, KY 41095-0845KY2008-01$2,034,457
13Aspenpointe IncPO BOX 15318, Colorado Spgs, CO 80935-5318CO2005-03$2,027,827
14Advanced Primary Care Physicians501 Bath Rd, Bristol, PA 19007-3101PA2012-02$694,036
15Aspenpointe Inc, Aspenpointe Youth Directions220 Ruskin Dr, Colorado Spgs, CO 80910-2522CO2006-03$452,260
16Aspenpointe Inc, Aspenpointe Employment220 Ruskin Dr, Colorado Spgs, CO 80910-2522CO2006-03$0
17Aspenpointe Inc, Aspenpointe Enterprises220 Ruskin Dr, Colorado Spgs, CO 80910-2522CO2006-03$0
18Pikes Peak Integrated Solutions Inc, Pikes Peak Mental Health Ctr System2864 S Circle Dr Ste 620, Colorado Spgs, CO 80906-4119CO2006-03$0
19Pikes Peak Integrated Solutions Inc, Pikes Peak Mental Health Medicaid220 Ruskin Dr, Colorado Spgs, CO 80910CO2006-03$0
20Pikes Peak Integrated Solutions Inc, Procare Llc220 Ruskin Dr, Colorado Spgs, CO 80910CO2006-03$0
Number of organizations performing similar types of work
Alaska1
Alabama5
Arizona8
California23
Colorado15
Connecticut6
Florida22
Georgia16
Hawaii2
Iowa3
Illinois19
Indiana7
Kansas2
Kentucky6
Louisiana3
Massachusetts15
Maryland13
Maine3
Michigan15
Minnesota9
Missouri12
Mississippi2
Montana1
North Carolina7
North Dakota1
Nebraska7
New Hampshire3
New Jersey8
New Mexico1
Nevada2
New York12
Ohio26
Oklahoma6
Oregon2
Pennsylvania32
Rhode Island4
South Carolina7
Tennessee10
Texas20
Utah1
Virginia10
Vermont3
Washington4
Wisconsin6
West Virginia6
International2
Total388
All affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
SubordinateAspenpointe Inc, Aspenpointe Health Services220 Ruskin Dr, Colorado Spgs, CO 80910-2522CO2006-03$20,164,580
CentralAspenpointe Inc675 Southpointe Ct Ste 210, Colorado Spgs, CO 80906-3888CO2006-03$44,015,971
SubordinateAspenpointe Inc, Group Return675 Southpointe Ct Ste 210, Colorado Spgs, CO 80906-3888CO2006-03$59,009,325
SubordinateAspenpointe IncPO BOX 15318, Colorado Spgs, CO 80935-5318CO2005-03$2,027,827
SubordinateAspenpointe Inc, Aspenpointe Youth Directions220 Ruskin Dr, Colorado Spgs, CO 80910-2522CO2006-03$452,260
SubordinateAspenpointe Inc, Aspenpointe Enterprises220 Ruskin Dr, Colorado Spgs, CO 80910-2522CO2006-03$0
SubordinateAspenpointe Inc, Aspenpointe Employment220 Ruskin Dr, Colorado Spgs, CO 80910-2522CO2006-03$0
SubordinateAspenpointe Inc, Aspenpointe Foundation220 Ruskin Dr, Colorado Spgs, CO 80910CO2006-03$0
SubordinateAspenpointe Inc, Aspenpointe Properties675 Southpointe Ct Ste 210, Colorado Spgs, CO 80906-3888CO2006-03$0
SubordinateAspenpointe Inc, Aspenpointe Health Network220 Ruskin Dr, Colorado Spgs, CO 80910CO$0
SubordinatePikes Peak Integrated Solutions Inc, Pikes Peak Mental Health Medicaid220 Ruskin Dr, Colorado Spgs, CO 80910CO2006-03$0
SubordinatePikes Peak Integrated Solutions Inc, Procare Llc220 Ruskin Dr, Colorado Spgs, CO 80910CO2006-03$0
SubordinatePikes Peak Integrated Solutions Inc, Pikes Peak Mental Health Ctr System2864 S Circle Dr Ste 620, Colorado Spgs, CO 80906-4119CO2006-03$0
Number of affiliated organizations
Colorado13
Total13

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