State of the Nonprofit Regulatory Environment in COLORADO

1 Bifurcation of charitable regulatory body

Bifurcated Regulatory Structure

Regulatory Action: REQUIREMENT

YES: A regulation is defined in the state

CO Code § 6-16-104

REGULATORY BODY: Not Specific

STATUTE TEXT:

NOTES: Yes - CRS § 6-16-104

Registration Office

Regulatory Action: REQUIREMENT

A regulation is NOT defined in the state

BIFURCD-REGIOF-NS

REGULATORY BODY: Not Specific

NOTES: Colorado Secretary of State http://www.sos.state.co.us/pubs/charities/charitableHome.html

2 Notice, Filing or Review of Transactions

Sale of Assets

Regulatory Action: REQUIREMENT

A regulation is NOT defined in the state

REPORTS-ASSETS-AG

REGULATORY BODY: Attorney General

NOTES: No

REPORTS-ASSETS-OT

REGULATORY BODY: Other

NOTES: No

Mergers

Regulatory Action: REQUIREMENT

A regulation is NOT defined in the state

REPORTS-MERGER-AG

REGULATORY BODY: Attorney General

NOTES: No

CO Code § 7-131-103

REGULATORY BODY: Other

STATUTE TEXT: (1)After a plan of merger is approved, the surviving nonprofit corporation shall deliver to the secretary of state, for filing pursuant to part 3 of article 90 of this title, a statement of merger pursuant to section 7-90-203.7 . If the plan of merger provides for amendments to the articles of incorporation of the surviving nonprofit corporation, articles of amendment effecting the amendments shall be delivered to the secretary of state for filing pursuant to part 3 of article 90 of this title. (2)Deleted by Laws 2002, Ch. 333, ss146, eff. Oct. 1, 2002; Laws 2002, Ch. 338, ss144, eff. July 1, 2002. (3)Repealed by Laws 2006, Ch. 192, ss87, eff. July 1, 2006. (4)After a plan of conversion is approved, the converting nonprofit corporation shall deliver to the secretary of state, for filing pursuant to part 3 of article 90 of this title, a statement of conversion pursuant to section 7-90-201.7 .

NOTES: File with Sec. of State C.R.S.A. § 7-131-103

Certificate of Amendments

Regulatory Action: REQUIREMENT

A regulation is NOT defined in the state

REPORTS-AMMEND-AG

REGULATORY BODY: Attorney General

NOTES: No

CO Code § 7-130-105

REGULATORY BODY: Other

STATUTE TEXT: (1)A nonprofit corporation amending its articles of incorporation shall deliver to the secretary of state, for filing pursuant to part 3 of article 90 of this title, articles of amendment stating: (a)The domestic entity name of the nonprofit corporation; and (b)The text of each amendment adopted. (c) to (f)Deleted by Laws 2005, Ch. 275, ss24, eff. Oct. 1, 2005.

NOTES: Yes - Sec. of State C.R.S.A. § 7-130-105

Does the state require annual financial reporting by charitable organizations in addition to filing a copy of the 990 with the regulator (if filing 990 is required)?

Regulatory Action: REQUIREMENT

A regulation is NOT defined in the state

REPORTS-FINANC-NS

REGULATORY BODY: Not Specific

NOTES: Financial Statement or 990

3 Notice or Action for Dissolutions

Voluntary Dissolutions

Regulatory Action: REQUIREMENT

A regulation is NOT defined in the state

DISSOLV-VOLUNT-AG

REGULATORY BODY: Attorney General

NOTES: No

DISSOLV-VOLUNT-OT

REGULATORY BODY: Other

NOTES: Sec. of State Sec. 7-134-105; Court - if assets have not been disposed

Judicial Dissolutions

Regulatory Action: REQUIREMENT

YES: A regulation is defined in the state

CO Code § 7-134-301

REGULATORY BODY: Attorney General

STATUTE TEXT: (1)A nonprofit corporation may be dissolved in a proceeding by the attorney general if it is established that: (a)The nonprofit corporation obtained its articles of incorporation through fraud; or (b)The nonprofit corporation has continued to exceed or abuse the authority conferred upon it by law. (2)A nonprofit corporation may be dissolved in a proceeding by a director or member if it is established that: (a)The directors are deadlocked in the management of the corporate affairs, the members, if any, are unable to break the deadlock, and irreparable injury to the nonprofit corporation is threatened or being suffered; (b)The directors or those otherwise in control of the nonprofit corporation have acted, are acting, or will act in a manner that is illegal, oppressive, or fraudulent; (c)The members are deadlocked in voting power and have failed, for a period that includes at least two consecutive annual meeting dates, to elect successors to directors whose terms have expired or would have expired upon the election of their successors; or (d)The corporate assets are being misapplied or wasted. (3)A nonprofit corporation may be dissolved in a proceeding by a creditor if it is established that: (a)The creditor’s claim has been reduced to judgment, the execution on the judgment has been returned unsatisfied, and the nonprofit corporation is insolvent; or (b)The nonprofit corporation is insolvent and the nonprofit corporation has admitted in writing that the creditor’s claim is due and owing. (4)(a)If a nonprofit corporation has been dissolved by voluntary action taken under part 1 of this article: (I)The nonprofit corporation may bring a proceeding to wind up and liquidate its business and affairs under judicial supervision in accordance with section 7-134-105 ; and (II)The attorney general, a director, a member, or a creditor may bring a proceeding to wind up and liquidate the affairs of the nonprofit corporation under judicial supervision in accordance with section 7-134-105 , upon establishing the grounds set forth in subsections (1) to (3) of this section. (b)As used in sections 7-134-302 to 7-134-304 , a i proceeding to dissolve a nonprofit corporation i includes a proceeding brought under this subsection (4), and a idecree of dissolutioni includes an order of court entered in a proceeding under this subsection (4) that directs that the affairs of a nonprofit corporation shall be wound up and liquidated under judicial supervision.

NOTES: C.R.S.A. § 7-134-301

CO Code § 7-134-304

REGULATORY BODY: Other

STATUTE TEXT: (1)If after a hearing the court determines that one or more grounds for judicial dissolution described in section 7-134-301 exist, it may enter a decree dissolving the nonprofit corporation and stating the effective date of the dissolution, and the clerk of the court shall deliver a certified copy of the decree to the secretary of state for filing pursuant to part 3 of article 90 of this title. (2)After entering the decree of dissolution, the court shall direct the winding up and liquidation of the nonprofit corporation’s activities in accordance with section 7-134-105 and the giving of notice to claimants in accordance with sections 7-90-911 and 7-90-912 . (3)The court’s order or decision may be appealed as in other civil proceedings.

NOTES: Decree filed with Sec. of State C.R.S.A. § 7-134-304

Administrative Dissolutions

Regulatory Action: REQUIREMENT

A regulation is NOT defined in the state

DISSOLV-ADMINI-AG

REGULATORY BODY: Attorney General

DISSOLV-ADMINI-OT

REGULATORY BODY: Other

4 Notice, Oversight or Filing of Hospital Conversions

Has Statute

Regulatory Action: REQUIREMENT

YES: A regulation is defined in the state

CO Code § 6-19-101

REGULATORY BODY: Not Specific

STATUTE TEXT:

NOTES: C.R.S. §§ 6-19-101 to 407

Requires Notice or Oversight

Regulatory Action: REQUIREMENT

YES: A regulation is defined in the state

CO Code § 6-19-103

REGULATORY BODY: Attorney General

STATUTE TEXT:

NOTES: C.R.S. § 6-19-103

HOSPCON-OVERSI-OT

REGULATORY BODY: Other

NOTES: No

Requires Filing

Regulatory Action: REQUIREMENT

A regulation is NOT defined in the state

HOSPCON-FILING-OT

REGULATORY BODY: Other

NOTES: No

5 Audits

Requires Audit

Regulatory Action: REQUIREMENT

A regulation is NOT defined in the state

AUDITFI-AUDITS-NS

REGULATORY BODY: Not Specific

NOTES: No

Audit Threshold

Regulatory Action: REQUIREMENT

A regulation is NOT defined in the state

AUDITFI-THRESH-NS

REGULATORY BODY: Not Specific

6 Registration Law

Registration Law

Regulatory Action: EXEMPTION

YES: A regulation is defined in the state

CO Code § 6-16-101

REGULATORY BODY: Not Specific

STATUTE TEXT:

NOTES: C.R.S.A. § 6-16-101 et seq.

7 Exemptions from Registering for Specific Organization Types

Religious Organizations

Regulatory Action: EXEMPTION

YES: A regulation is defined in the state

CO Code § 6-16-104(6)(a)

REGULATORY BODY: Not Specific

STATUTE TEXT:

NOTES: C.R.S.A. § 6-16-104(6)(a) (exemption from the requirement to register is for churches that are not required to file a 990 with the IRS (not all religious organizations))

Small organizations

Regulatory Action: EXEMPTION

YES: A regulation is defined in the state

CO Code § 6-16-104(6)(c)

REGULATORY BODY: Not Specific

STATUTE TEXT:

NOTES: C.R.S.A. § 6-16-104(6)(c) ($25k OR 10 contributors)

Educational Institutions

Regulatory Action: EXEMPTION

A regulation is NOT defined in the state

ORGTYPE-EDUCAT-NS

REGULATORY BODY: Not Specific

NOTES: NO

Governmental Organizations

Regulatory Action: EXEMPTION

A regulation is NOT defined in the state

ORGTYPE-GOVMNT-NS

REGULATORY BODY: Not Specific

NOTES: NO

Hospitals

Regulatory Action: EXEMPTION

A regulation is NOT defined in the state

ORGTYPE-HOSPIT-NS

REGULATORY BODY: Not Specific

NOTES: NO

Veterans organizations

Regulatory Action: EXEMPTION

A regulation is NOT defined in the state

ORGTYPE-VETERA-NS

REGULATORY BODY: Not Specific

NOTES: NO

Foundations

Regulatory Action: EXEMPTION

A regulation is NOT defined in the state

ORGTYPE-FNDYES-NS

REGULATORY BODY: Not Specific

NOTES: NO

Foundations that don’t solicit contributions

Regulatory Action: EXEMPTION

A regulation is NOT defined in the state

ORGTYPE-FNDNOS-NS

REGULATORY BODY: Not Specific

NOTES: NO

Charitable Trusts

Regulatory Action: EXEMPTION

A regulation is NOT defined in the state

ORGTYPE-CTRUST-NS

REGULATORY BODY: Not Specific

NOTES: NO

Parent-Teacher Organizations

Regulatory Action: EXEMPTION

A regulation is NOT defined in the state

ORGTYPE-PTOEDU-NS

REGULATORY BODY: Not Specific

NOTES: NO

Reports to congress

Regulatory Action: EXEMPTION

A regulation is NOT defined in the state

ORGTYPE-CONGRE-NS

REGULATORY BODY: Not Specific

NOTES: NO

Non-soliciting

Regulatory Action: EXEMPTION

YES: A regulation is defined in the state

CO Code § 6-16-104(6)(c)

REGULATORY BODY: Not Specific

STATUTE TEXT:

NOTES: C.R.S.A. § 6-16-104(6)(c)

Fraternal/ Membership

Regulatory Action: EXEMPTION

A regulation is NOT defined in the state

ORGTYPE-MEMFRA-NS

REGULATORY BODY: Not Specific

NOTES: NO

Political Orgs

Regulatory Action: EXEMPTION

YES: A regulation is defined in the state

CO Code § 6-16-104(6)(b)

REGULATORY BODY: Not Specific

STATUTE TEXT:

NOTES: C.R.S.A. § 6-16-104(6)(b)

Other

Regulatory Action: EXEMPTION

YES: A regulation is defined in the state

CO Code § 6-16-104(6)(d))

REGULATORY BODY: Not Specific

STATUTE TEXT:

NOTES: Specific beneficiaries (C.R.S.A. § 6-16-104(6)(d))

8 Defined remedies

Dissolution

Regulatory Action: REMEDY

YES: A regulation is defined in the state

CO Code § 7-134-301

REGULATORY BODY: Not Specific

STATUTE TEXT: (1)A nonprofit corporation may be dissolved in a proceeding by the attorney general if it is established that: (a)The nonprofit corporation obtained its articles of incorporation through fraud; or (b)The nonprofit corporation has continued to exceed or abuse the authority conferred upon it by law. (2)A nonprofit corporation may be dissolved in a proceeding by a director or member if it is established that: (a)The directors are deadlocked in the management of the corporate affairs, the members, if any, are unable to break the deadlock, and irreparable injury to the nonprofit corporation is threatened or being suffered; (b)The directors or those otherwise in control of the nonprofit corporation have acted, are acting, or will act in a manner that is illegal, oppressive, or fraudulent; (c)The members are deadlocked in voting power and have failed, for a period that includes at least two consecutive annual meeting dates, to elect successors to directors whose terms have expired or would have expired upon the election of their successors; or (d)The corporate assets are being misapplied or wasted. (3)A nonprofit corporation may be dissolved in a proceeding by a creditor if it is established that: (a)The creditor’s claim has been reduced to judgment, the execution on the judgment has been returned unsatisfied, and the nonprofit corporation is insolvent; or (b)The nonprofit corporation is insolvent and the nonprofit corporation has admitted in writing that the creditor’s claim is due and owing. (4)(a)If a nonprofit corporation has been dissolved by voluntary action taken under part 1 of this article: (I)The nonprofit corporation may bring a proceeding to wind up and liquidate its business and affairs under judicial supervision in accordance with section 7-134-105 ; and (II)The attorney general, a director, a member, or a creditor may bring a proceeding to wind up and liquidate the affairs of the nonprofit corporation under judicial supervision in accordance with section 7-134-105 , upon establishing the grounds set forth in subsections (1) to (3) of this section. (b)As used in sections 7-134-302 to 7-134-304 , a i proceeding to dissolve a nonprofit corporation i includes a proceeding brought under this subsection (4), and a idecree of dissolutioni includes an order of court entered in a proceeding under this subsection (4) that directs that the affairs of a nonprofit corporation shall be wound up and liquidated under judicial supervision.

NOTES: C.R.S.A. § 7-134-301

Removal of Board Members

Regulatory Action: REMEDY

YES: A regulation is defined in the state

CO Code § 24-31-101

REGULATORY BODY: Not Specific

STATUTE TEXT:

NOTES: Colo. Rev. Stat. Ann. § 24-31-101; Colo. Rev. Stat. Ann. § 15-1-1001

CO Code § 15-1-1001

REGULATORY BODY: Not Specific

STATUTE TEXT:

NOTES: Colo. Rev. Stat. Ann. § 24-31-101; Colo. Rev. Stat. Ann. § 15-1-1001

9 Oversight of professional fundraisers

Does the state require registration by commercial fundraisers?

Regulatory Action: REQUIREMENT

YES: A regulation is defined in the state

FNDRAZE-COMREG-NS

REGULATORY BODY: Not Specific

NOTES: C.R.S. 6-16-104.3

Does the state require registration by fundraising counsel?

Regulatory Action: REQUIREMENT

A regulation is NOT defined in the state

FNDRAZE-COUNSL-NS

REGULATORY BODY: Not Specific

NOTES: Only requires registration if org has custody of the contributions. C.R.S. 6-16-104.3

Does the state oversee commercial-coventuring (e.g. by requiring that the co-venture be registered or by requiring that the charitable organization files the co-venture contract)?

Regulatory Action: REQUIREMENT

YES: A regulation is defined in the state

FNDRAZE-VENTUR-NS

REGULATORY BODY: Not Specific

NOTES: Disclosure requirements apply where ” a commercial coventurer reasonably expects that more than one-half of all proceeds of a solicitation campaign will be derived from transactions within the state of Colorado.” C.R.S. 6-16-110

Does the state require the fundraisers to provide notice to the regulator before any solicitation campaign (in addition to annual registration and/or filing the contract)?

Regulatory Action: REQUIREMENT

YES: A regulation is defined in the state

FNDRAZE-NOTICE-NS

REGULATORY BODY: Not Specific

NOTES: Paid solicitors must file contract for each campaign 15 days before the start of each campaign: C.R.S. 6-16-104.6

Does the state require specified disclosures to donors?

Regulatory Action: REQUIREMENT

YES: A regulation is defined in the state

FNDRAZE-DDONOR-NS

REGULATORY BODY: Not Specific

NOTES: C.R.S. 6-16-105

Does the state require a copy of any contract between a charitable organization and a commercial fundraiser or fundraising counsel be filed with the regulator?

Regulatory Action: REQUIREMENT

A regulation is NOT defined in the state

FNDRAZE-CNTRCT-NS

REGULATORY BODY: Not Specific

NOTES: At the request of the Secretary of State: C.R.S. 6-16-104.3

Does the state require annual financial reporting by commercial fundraisers?

Regulatory Action: REQUIREMENT

YES: A regulation is defined in the state

FNDRAZE-ANNUAL-NS

REGULATORY BODY: Not Specific

NOTES: “Within ninety days after a solicitation campaign has been concluded, and on the anniversary of the commencement of a solicitation campaign lasting more than one year, the professional fundraising consultant shall provide to the charitable organization a financial report of the campaign, including gross proceeds and an itemization of all expenses or disbursements for any purpose. The report shall be signed by the professional fundraising consultant or, if the professional fundraising consultant is not an individual, by an authorized officer or agent of the professional fundraising consultant, who shall certify that the financial report is true and complete to the best of the person’s knowledge. The professional fundraising consultant shall provide a copy of the report to the secretary of state upon request.” C.R.S. 6-16-104.3 (9)

Does the state require bonding of professional fundraisers?

Regulatory Action: REQUIREMENT

YES: A regulation is defined in the state

FNDRAZE-BONDNG-NS

REGULATORY BODY: Not Specific

NOTES: Yes: before any paid solicitor registered, must file with SoS evidence of a savings account, deposit, or certificate of deposit OR a bond in the amount of $15k; Colo. Rev. Stat. Ann. 6-16-104.6