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EATON SENIOR COMMUNITIES FOUNDATION: Form 990EZ, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
EATON SENIOR COMMUNITIES FOUNDATION (EIN 84-1280682)
Tax period
2022-10-01 to 2023-09-30
Filed
2024-03-28
IRS object ID
202400889349200435
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-03-28T13:35:15-05:00ReturnTs
Tax Period End2023-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390758449PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WIPFLI LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12725 ROCKY MOUNTAIN AVE STE 400AddressLine1Txt
CityLOVELANDCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80538ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2022-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN841280682EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1EATON SENIOR COMMUNITIES FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEATOBusinessNameControlTxt
Phone3039373000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 SOUTH EATON STREETAddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80226ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDIANA DELGADOPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone3039373000PhoneNum
Signature2024-03-27SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDIANAPersonFirstNm
Person LastDELGADOPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHOLLY SCHMIDTPreparerPersonNm
PTINP01867045PTIN
Phone3037590089PhoneNum
Preparation2024-03-27PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Website AddressWWW.EATONSENIOR.ORGWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$100,261GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$22,809ContributionsGiftsGrantsEtcAmt
Investment Income$1,076InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$323CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets-$323GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$75,677FundraisingGrossIncomeAmt
Special Events Direct Expenses$15,673SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$60,004SpecialEventsNetIncomeLossAmt
Other Revenue Total$699OtherRevenueTotalAmt
Total Revenue$84,265TotalRevenueAmt
Grants And Similar Amounts Paid$94,615GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$33,097SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$9,436FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$6,927OtherExpensesTotalAmt
Total Expenses$144,075TotalExpensesAmt
Excess Or Deficit For Year-$59,810ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$161,477NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$3,323OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$104,990NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$124,129BOYAmt
EOY$62,943EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$42,529BOYAmt
EOY$45,381EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$166,658BOYAmt
EOY$108,324EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$5,181BOYAmt
EOY$3,334EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$161,477BOYAmt
EOY$104,990EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeELDERLY SUPPORT SERVICESPrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTO OBTAIN RESOURCES FOR EATON SENIOR COMMUNITIES AND AFFILIATED NONPROFIT ORGANIZATIONS IN ORDER TO PROVIDE THE ELDERLY WITH A NUMBER OF AFFORDABLE LIVING CHOICES AND TO SUPPORT A VARIETY OF SENIOR PROGRAMS AND ACTIVITIES THAT ENRICH THEIR LIVES.DescriptionProgramSrvcAccomTxt
Grants And Allocations$94,615GrantsAndAllocationsAmt
Program Service Expenses$119,279ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$119,279TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (9 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SANDY BOWLIN
BOARD CHAIR2.00$0$0$0
JESSICA NICHOLS
BOARD VICE CHAIR2.00$0$0$0
RICHARD WYSE
BOARD/SEC/TREASURER2.00$0$0$0
BEN BRYAN
BOARD MEMBER2.00$0$0$0
MARTIN HERZ
BOARD MEMBER2.00$0$0$0
JOEY KELLUM
BOARD MEMBER2.00$0$0$0
MARTINA KUHAR
BOARD MEMBER2.00$0$0$0
DAN KULLAS
BOARD MEMBER2.00$0$0$0
JENNIFER VAGHER
BOARD MEMBER2.00$0$0$0
FieldValueIRS element (for citing)
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DIANA DELGADOBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 SOUTH EATON STREETAddressLine1Txt
CityLAKEWOODCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80226ZIPCd
FieldValueIRS element (for citing)
Phone3039373000PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$90,523CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$168,224CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$108,952CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$140,175CurrentTaxYearMinus1YearAmt
Current Tax Year$29,080CurrentTaxYearAmt
Total$536,954TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$90,523CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$168,224CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$108,952CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$140,175CurrentTaxYearMinus1YearAmt
Current Tax Year$29,080CurrentTaxYearAmt
Total$536,954TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$536,954PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$480CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$565CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$513CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$661CurrentTaxYearMinus1YearAmt
Current Tax Year$1,076CurrentTaxYearAmt
Total$3,295TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$480CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$565CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$513CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$661CurrentTaxYearMinus1YearAmt
Current Tax Year$1,076CurrentTaxYearAmt
Total$3,295TotalAmt

Other Income509 OtherIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year$699CurrentTaxYearAmt
Total$699TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$91,003CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$168,789CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$109,465CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$140,836CurrentTaxYearMinus1YearAmt
Current Tax Year$30,855CurrentTaxYearAmt
Total$540,948TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99260PublicSupportCY509Pct
Public Support PY5090.99450PublicSupportPY509Pct
Investment Income CY0.00610InvestmentIncomeCYPct
Investment Income PY0.00550InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1EVENTSEvent1Nm
Gross Receipts Event1$81,948GrossReceiptsEvent1Amt
Charitable Contri Event1$6,271CharitableContriEvent1Amt
Gross Revenue Event1$75,677GrossRevenueEvent1Amt
Other Direct Expenses Event1$15,673OtherDirectExpensesEvent1Amt
Gross Receipts Total$81,948GrossReceiptsTotalAmt
Charitable Contributions Tot$6,271CharitableContributionsTotAmt
Gross Revenue Total Events$75,677GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$15,673OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$15,673DirectExpenseSummaryEventsAmt
Net Income Summary$60,004NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INVESTMENT EARNINGS. AMOUNT: 1,076.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: MISCELLANEOUS. AMOUNT: 699.
FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATESAFFILIATE NAME: THE RESIDENCES AT EATON SENIOR COMMUNITIES. AFFILIATE ADDRESS: 333 SOUTH EATON LAKEWOOD, CO 80226. PURPOSE OF PAYMENT: GENERAL OPERATING. AMOUNT OF PAYMENT: 74,794.
FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATESAFFILIATE NAME: EATON HEALTHY. AFFILIATE ADDRESS: 333 SOUTH EATON LAKEWOOD, CO 80226. PURPOSE OF PAYMENT: GENERAL OPERATING. AMOUNT OF PAYMENT: 12,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 86,794.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: DONATIONS TO OTHER CHARITABLE ORGANIZATIONS. AMOUNT GIVEN: 7,821.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: GENERAL. AMOUNT: 3,092. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 1,496. DESCRIPTION: FUNDRAISING COSTS. AMOUNT: 592. DESCRIPTION: BANK FEES. AMOUNT: 1,747. TOTAL TO FORM 990-EZ, LINE 16: 6,927.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: UNREALIZED GAINS/LOSSES. AMOUNT: 3,323.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: PLEDGES RECEIVABLE. BEG. OF YEAR AMOUNT: 926. END OF YEAR AMOUNT: 1,220. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 1,645. END OF YEAR AMOUNT: 631. DESCRIPTION: ENDOWMENT FUND HELD BY CFF. BEG. OF YEAR AMOUNT: 39,958. END OF YEAR AMOUNT: 43,530.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 1,426. END OF YEAR AMOUNT: 82. DESCRIPTION: ACCOUNTS PAYABLE - RELATED PARTIES. BEG. OF YEAR AMOUNT: 3,755. END OF YEAR AMOUNT: 3,252.

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