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EATON SENIOR COMMUNITIES FOUNDATION: Form 990EZ, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
EATON SENIOR COMMUNITIES FOUNDATION (EIN 84-1280682)
Tax period
2021-10-01 to 2022-09-30
Filed
2023-06-06
IRS object ID
202341579349200624
Schema version
2021v4.2
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)
Return2023-06-06T17:28:06-05:00ReturnTs
Tax Period End2022-09-30TaxPeriodEndDt

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 Begin2021-10-01TaxPeriodBeginDt

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
Signature2023-06-05SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonHOLLY SCHMIDTPreparerPersonNm
PTINP01867045PTIN
Phone3037590089PhoneNum
Preparation2023-06-05PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
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$173,721GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$140,175ContributionsGiftsGrantsEtcAmt
Investment Income$661InvestmentIncomeAmt
Sale Of Assets Gross$1,214SaleOfAssetsGrossAmt
Gain Or Loss From Sale Of Assets$1,214GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$31,262FundraisingGrossIncomeAmt
Special Events Direct Expenses$8,082SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$23,180SpecialEventsNetIncomeLossAmt
Other Revenue Total$409OtherRevenueTotalAmt
Total Revenue$165,639TotalRevenueAmt
Grants And Similar Amounts Paid$112,789GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$32,817SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$5,131FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$12,258OtherExpensesTotalAmt
Total Expenses$162,995TotalExpensesAmt
Excess Or Deficit For Year$2,644ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$170,162NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets-$11,329OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$161,477NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$112,010BOYAmt
EOY$124,129EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$61,192BOYAmt
EOY$42,529EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$173,202BOYAmt
EOY$166,658EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,040BOYAmt
EOY$5,181EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$170,162BOYAmt
EOY$161,477EOYAmt
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$112,789GrantsAndAllocationsAmt
Program Service Expenses$144,188ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$144,188TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SANDY BOWLIN
BOARD CHAIR2.00$0$0$0
RAND MORITZKY
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
KAREN LAMPREY
BOARD MEMBER2.00$0$0$0
JESSICA NICHOLS
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$89,895CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$90,523CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$168,224CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$108,952CurrentTaxYearMinus1YearAmt
Current Tax Year$140,175CurrentTaxYearAmt
Total$597,769TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$89,895CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$90,523CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$168,224CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$108,952CurrentTaxYearMinus1YearAmt
Current Tax Year$140,175CurrentTaxYearAmt
Total$597,769TotalAmt

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$597,769PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,087CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$480CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$565CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$513CurrentTaxYearMinus1YearAmt
Current Tax Year$661CurrentTaxYearAmt
Total$3,306TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,087CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$480CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$565CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$513CurrentTaxYearMinus1YearAmt
Current Tax Year$661CurrentTaxYearAmt
Total$3,306TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$90,982CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$91,003CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$168,789CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$109,465CurrentTaxYearMinus1YearAmt
Current Tax Year$140,836CurrentTaxYearAmt
Total$601,075TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99450PublicSupportCY509Pct
Public Support PY5090.99360PublicSupportPY509Pct
Investment Income CY0.00550InvestmentIncomeCYPct
Investment Income PY0.00640InvestmentIncomePYPct
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$53,369GrossReceiptsEvent1Amt
Charitable Contri Event1$22,107CharitableContriEvent1Amt
Gross Revenue Event1$31,262GrossRevenueEvent1Amt
Other Direct Expenses Event1$8,082OtherDirectExpensesEvent1Amt
Gross Receipts Total$53,369GrossReceiptsTotalAmt
Charitable Contributions Tot$22,107CharitableContributionsTotAmt
Gross Revenue Total Events$31,262GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$8,082OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$8,082DirectExpenseSummaryEventsAmt
Net Income Summary$23,180NetIncomeSummaryAmt

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: 661.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: MISCELLANEOUS. AMOUNT: 409.
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: 99,799.
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: 111,799.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: OTHER CHARITABLE ORGANIZATIONS. AMOUNT GIVEN: 990.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: GENERAL. AMOUNT: 1,784. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 8,427. DESCRIPTION: FUNDRAISING COSTS. AMOUNT: 1,118. DESCRIPTION: BANK FEES. AMOUNT: 929. TOTAL TO FORM 990-EZ, LINE 16: 12,258.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: UNREALIZED GAINS/LOSSES. AMOUNT: -11,329.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: PLEDGES RECEIVABLE. BEG. OF YEAR AMOUNT: 175. END OF YEAR AMOUNT: 926. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 1,589. END OF YEAR AMOUNT: 1,645. DESCRIPTION: ENDOWMENT FUND HELD BY CFF. BEG. OF YEAR AMOUNT: 59,428. END OF YEAR AMOUNT: 39,958.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 741. END OF YEAR AMOUNT: 1,426. DESCRIPTION: ACCOUNTS PAYABLE - RELATED PARTIES. BEG. OF YEAR AMOUNT: 2,299. END OF YEAR AMOUNT: 3,755.

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