2022-10-26T10:40:40-05:00 2021-12-31 840930288 BROCK AND COMPANY CPAS PC 900 S MAIN STREET SUITE 200 LONGMONT CO 80501 990 2021-01-01 463894713 THE LONGMONT COMMUNITY FOUNDATION LONG 3036786555 600 KIMBARK STREET LONGMONT CO 80501 ERIC HOZEMPA EXECUTIVE DIRECTOR 3036786555 2022-09-26 1 ERIC HOZEMPA 999009999 KEVIN RICKMAN P01240896 3037762160 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X ERIC HOZEMPA 600 KIMBARK STREET LONGMONT CO 80501 6066763 0 X WWW.LONGMONTFOUNDATION.ORG X 2013 CO IMPROVING LIFE IN THE ST. VRAIN VALLEY THROUGH PHILANTHROPY AND CHARITABLE LEADERSHIP 16 16 3 85 0 0 2281559 2685091 72415 90523 123427 673743 27315 0 2504716 3449357 4349624 1484970 0 0 148589 181734 0 0 38339 166117 208576 4664330 1875280 -2159614 1574077 21004174 25533151 8482492 10418651 12521682 15114500 IMPROVING LIFE IN THE ST. VRAIN VALLEY THROUGH PHILANTHROPY AND CHARITABLE LEADERSHIP 0 0 1720893 1484970 90523 THE LONGMONT COMMUNITY FOUNDATION IMPROVES THE LIVES OF THOSE IN THE ST. VRAIN VALLEY THROUGH PHILANTHROPY AND CHARITABLE LEADERSHIP. ANNUALLY, THE FOUNDATION PROVIDES MORE THAN $1 MILLION IN GRANTS TO CHARITABLE ORGANIZATIONS AND OVER $75,000 IN SCHOLARSHIPS TO STUDENTS PURSUING TRADE/VOCATIONAL CAREERS OR TWO OR FOUR YEAR COLLEGE EDUCATIONS. EACH YEAR, THE LIVE & GIVE LONGMONT FUND (A PERMANENT SOURCE OF FUNDING TO THE COMMUNITY) PROVIDES SUPPORT TO NONPROFITS IN 7 KEY PROGRAM AREAS. THESE INCLUDE: EDUCATION, HUMAN SERVICES, HEALTH, ANIMALS, ARTS, CIVIC, AND ENVIRONMENT. 1720893 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 3 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 3036786555 600 KIMBARK STREET LONGMONT CO 80501 SUSAN SHIRLEY PRESIDENT 3.00 X X 0 0 0 MONICA BALDWIN VICE PRESIDENT 3.00 X X 0 0 0 SAM NAPP TREASURER 3.00 X X 0 0 0 DONALD ALSPAUGH SECRETARY 3.00 X X 0 0 0 DALE BERNARD PAST PRESIDENT 2.00 X 0 0 0 JOHN CALDWELL TRUSTEE 2.00 X 0 0 0 LYNNE HARKNESS TRUSTEE 2.00 X 0 0 0 LORNE JENKINS TRUSTEE 2.00 X 0 0 0 JAN KANEMOTO TRUSTEE 2.00 X 0 0 0 BRIAN LAARTZ TRUSTEE 2.00 X 0 0 0 SONIA MARRERO TRUSTEE 2.00 X 0 0 0 ELIBERTO MENDOZA TRUSTEE 2.00 X 0 0 0 STEVE NADING TRUSTEE 2.00 X 0 0 0 JAKE VAN KESSEL TRUSTEE 2.00 X 0 0 0 ROY WHITE TRUSTEE 2.00 X 0 0 0 MADELYN STRONG WOODLEY TRUSTEE 2.00 X 0 0 0 ERIC HOZEMPA EXECUTIVE DIRECTOR 40.00 X 109339 0 0 109339 0 0 1 0 0 0 0 2685091 2685091 MANAGEMENT FEES 523920 88035 88035 2488 2488 90523 446182 446182 2844967 2617406 227561 227561 227561 3449357 90523 0 673743 1407970 1407970 77000 77000 109339 82004 10934 16401 42162 31622 4216 6324 5580 4185 558 837 12578 9433 1258 1887 12075 9056 1208 1811 13500 13500 27044 27044 12112 12112 9254 5552 3702 329 230 66 33 27700 27700 44115 33086 4412 6617 3006 2104 601 301 1994 1496 199 299 MISCELLANEOUS EXPENSES 45810 27486 16034 2290 PROFESSIONAL DEVELOPMEN 10339 10339 DUES AND SUBSCRIPTIONS 8294 8294 PRINTING AND POSTAGE 2711 2033 678 2368 592 237 1539 1875280 1720893 116048 38339 679359 1455171 15395 10483 2516 2516 20306904 24064981 21004174 25533151 9143 17083 74000 67500 8399349 10334068 8482492 10418651 X 6627061 8402761 5894621 6711739 12521682 15114500 21004174 25533151 1574077 1018741 0 X X 0 1 X 1 0 X 1368246 1957531 2400463 2281559 2685091 10692890 16196 17570 37800 72415 90523 234504 1384442 1975101 2438263 2353974 2775614 10927394 644782 1090040 658931 836267 688262 3918282 0 644782 1090040 658931 836267 688262 3918282 7009112 197785 248591 153106 299337 446182 1345001 197785 248591 153106 299337 446182 1345001 1582227 2223692 2591369 2653311 3221796 12272395 0.57110 0.49010 0.10960 0.09090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 135 2008104 1109987 10614773 1 1 6021860 503563 627638 340589 100733 6711739 5285903 641815 447514 272207 81165 6021860 3674090 1190178 812369 306546 84188 5285903 4139621 140584 -242032 281799 82284 3674090 3644771 150689 626198 188200 93837 4139621 0.02316 0.97684 0 0 0 ASSETS HELD FOR AGENCY FUNDS 10334068 10334068 X 4468098 1018741 1018741 3449357 0 3449357 1875280 0 1875280 0 1875280 PART X, LINE 2: FOR UNCERTAIN TAX POSITIONS, THE FOUNDATION USES A MORE-LIKELY-THAN-NOT RECOGNITION CRITERIA BEFORE AND SEPARATE FROM THE MEASUREMENT OF A TAX POSITION. THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. WITH RESPECT TO THE FOUNDATION, THIS WOULD PRIMARILY RELATE TO THE DETERMINATION OF UNRELATED BUSINESS TAXABLE INCOME, AND TO THE MAINTENANCE OF ITS TAX EXEMPT STATUS. MANAGEMENT HAS EVALUATED THE POLICIES AND PROCEDURES THAT HAVE BEEN IMPLEMENTED TO PROVIDE ASSURANCE THAT INCOME IS PROPERLY CHARACTERIZED AND ACTIVITIES THAT JEOPARDIZE ITS TAX EXEMPT STATUS ARE WITHIN LIMITS ESTABLISHED UNDER EXISTING TAX CODE AND REGULATIONS. MANAGEMENT HAS DETERMINED THE EFFECTS OF UNCERTAIN TAX POSITIONS ARE NOT MATERIAL TO THE FOUNDATION FOR RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS AND, ACCORDINGLY, NO INCOME TAX LIABILITY HAS BEEN RECORDED FOR UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. 1 AMERICAN RED CROSS - MILE HIGH CHAPTER 444 SHERMAN STREET DENVER CO 80203 530196605 10840 0 BOOK PROGRAM SUPPORT AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS PO BOX 96929 WASHINGTON DC 200906929 131623829 10000 0 BOOK PROGRAM SUPPORT A WAY FORWARD INC 600 TERRY STREET LONGMONT CO 80501 852676751 5092 0 BOOK PROGRAM SUPPORT A WOMAN'S WORK INC PO BOX 817 LONGMONT CO 80502 208078513 35483 0 BOOK PROGRAM SUPPORT BORN TO READ 1500 9TH AVENUE LONGMONT CO 80501 840477919 7185 0 BOOK PROGRAM SUPPORT BOULDER COUNTY AIDS PROJECT (BCAP) 2118 14TH STREET BOULDER CO 80302 742442032 5750 0 BOOK PROGRAM SUPPORT BOULDER COUNTY SANCTUARY COALITION 5001 PENNSYLVANIA AVENUE BOULDER CO 80303 999999999 7000 0 BOOK PROGRAM SUPPORT BOULDER SHELTER FOR THE HOMELESS 4869 NORTH BROADWAY BOULDER CO 80304 841041149 7500 0 BOOK PROGRAM SUPPORT CAL-WOOD EDUCATION CENTER PO BOX 347 JAMESTOWN CO 80455 202472544 5600 0 BOOK PROGRAM SUPPORT CENTER FOR PEOPLE WITH DISABILTIES 1675 RANGE STREET BOULDER CO 80301 840732497 6900 0 BOOK PROGRAM SUPPORT COLORADO FRIENDSHIP 1067 S HOVER ST E-116 LONGMONT CO 80501 453547798 7008 0 BOOK PROGRAM SUPPORT COLORADO STATE UNIVERSITY FOUNDATION PO BOX 1870 FORT COLLINS CO 805221870 237098397 10500 0 BOOK PROGRAM SUPPORT COMMUNITY FOOD SHARE INC 650 SOUTH TAYLOR AVENUE LOUISVILLE CO 80027 742227731 19900 0 BOOK PROGRAM SUPPORT COMMUNITY FOUNDATION SERVING BOULDER COUNTY 1123 SPRUCE STREET BOULDER CO 80302 841171836 9250 0 BOOK PROGRAM SUPPORT CROSSROADS SCHOOL 402 KIMBARK STREET LONGMONT CO 80501 271518112 7750 0 BOOK PROGRAM SUPPORT DEVELOPMENTAL DISABILITIES CENTER DBA IMAGINE 1400 DIXON AVENUE LAFAYETTE CO 800262790 840526620 15750 0 BOOK PROGRAM SUPPORT DORDT COLLEGE 498 4TH AVE NE SIOUX CENTER IA 51250 420772559 13000 0 BOOK PROGRAM SUPPORT EARLY CHILDHOOD COUNCIL OF BOULDER COUNTY 1285 CENTAUR VILLAGE DR STE 200 LAFAYETTE CO 80026 841359734 7500 0 BOOK PROGRAM SUPPORT EAST COUNTY HOUSING OPPORTUNITY COALITION PO BOX 270313 LOUISVILLE CO 80027 861976728 50000 0 BOOK PROGRAM SUPPORT EL COMITE DE LONGMONTINC 455 KIMBARK STREET LONGMONT CO 80501 840867626 10250 0 BOOK PROGRAM SUPPORT EMERGENCY FAMILY ASSISTANCE ASSOCIATION 1575 YARMOUTH AVENUE BOULDER CO 80304 840454115 8645 0 BOOK PROGRAM SUPPORT EMMANUEL'S BREAD 5450 LINCOLN HIGHWAY CRESTLINE OH 44827 811347674 10000 0 BOOK PROGRAM SUPPORT ENTREPRENEURSHIP FOR ALL INC 175 CABOT STREET SUITE 100 LOWELL MA 01854 471858182 15000 0 BOOK PROGRAM SUPPORT EPIPHANY ANGLICAN FELLOWSHIP CHURCH 439 COFFMAN ST LONGMONT CO 80501 999999999 10000 0 BOOK PROGRAM SUPPORT ERIE UPLINK 77 ERIE VILLAGE SQUARE SUITE 280 ERIE CO 80516 452261184 10000 0 BOOK PROGRAM SUPPORT FIRST UNITED METHODIST CHURCH (HEART OF LONGMONT) 350 ELEVENTH AVENUE LONGMONT CO 80501 840444737 30000 0 BOOK PROGRAM SUPPORT FRIENDS OF THE LONGMONT MUSEUM 400 QUAIL ROAD LONGMONT CO 80501 841017335 6250 0 BOOK PROGRAM SUPPORT FRIENDS OF THE LONGMONT SENIOR CENTER INC 910 LONGS PEAK AVENUE LONGMONT CO 80502 840860782 8600 0 BOOK PROGRAM SUPPORT HABITAT FOR HUMANITY OF THE ST VRAIN VALLEY PO BOX 333 LONGMONT CO 80502 841092616 43268 0 BOOK PROGRAM SUPPORT HOPE - HOMELESS OUTREACH PROVIDING ENCOURAGEMENT PO BOX 756 LONGMONT CO 80502 711033219 12250 0 BOOK PROGRAM SUPPORT I HAVE A DREAM FOUNDATION OF BOULDER COUNTY 5390 MANHATTAN CIRCLE 200 BOULDER CO 80303 841150542 7148 0 BOOK PROGRAM SUPPORT INN BETWEEN OF LONGMONT 515 KIMBARK SUITE 107 LONGMONT CO 80501 841476894 34840 0 BOOK PROGRAM SUPPORT INTERCAMBIO UNITING COMMUNITIES 4735 WALNUT STREET SUITE B BOULDER CO 80301 200078381 8500 0 BOOK PROGRAM SUPPORT LIFEBRIDGE CHRISTIAN CHURCH 10345 UTE HIGHWAY LONGMONT CO 80501 840463390 26855 0 BOOK PROGRAM SUPPORT LONGMONT COMMUNITY JUSTICE PARTNERSHIP 528 MAIN STREET LONGMONT CO 80501 841291133 11650 0 BOOK PROGRAM SUPPORT LONGMONT MEALS ON WHEELS 910 LONGS PEAK AVENUE LONGMONT CO 80501 840590979 13900 0 BOOK PROGRAM SUPPORT LONGMONT SYMPHONY ORCHESTRA PO BOX 74 LONGMONT CO 80502 840611954 19305 0 BOOK PROGRAM SUPPORT LONGMONT THEATRE COMPANY PO BOX 573 LONGMONT CO 80502 841092371 6350 0 BOOK PROGRAM SUPPORT LONGMONT UNITED HOSPITAL FOUNDATION 1950 MOUNTAIN VIEW AVE LONGMONT CO 80501 840852084 14635 0 BOOK PROGRAM SUPPORT LONGS PEAK UNITED METHODIST CHURCH 1421 ELMHURST DRIVE LONGMONT CO 80503 840847320 6885 0 BOOK PROGRAM SUPPORT LPC SHARING THE NEXT LIGHT 1100 S SHERMAN ST LONGMONT CO 80501 999999999 19424 0 BOOK PROGRAM SUPPORT LUTHERAN FAMILY SERVICES ROCKY MOUNTAINS 363 S HARLAN ST STE 200 DENVER CO 80226 840775550 15000 0 BOOK PROGRAM SUPPORT MOUNTAIN STATES CHILDREN'S HOME 14780 N 107TH LONGMONT CO 80504 840516736 14950 0 BOOK PROGRAM SUPPORT OPEN DOOR ESL (CALVARY CHURCH) 2101 GAY STREET LONGMONT CO 80501 846039364 5935 0 BOOK PROGRAM SUPPORT OUTREACH UNITED RESOURCE CENTER INC 220 COLLYER STREET LONGMONT CO 805015508 742448346 123533 0 BOOK PROGRAM SUPPORT PHILANTHROPIECE FOUNDATION 6105 MONARCH RD LONGMONT CO 80503 841440983 7250 0 BOOK PROGRAM SUPPORT PUBLIC ACHIEVEMENT 1201 17TH ST BOULDER CO 80309 846049811 6000 0 BOOK PROGRAM SUPPORT RECOVERY CAFE LONGMONT 402 KIMBARK STREET LONGMONT CO 80501 832060567 14000 0 BOOK PROGRAM SUPPORT RED CLOUD INDIAN SCHOOL 100 MISSION DRIVE PINE RIDGE INDIAN RESE SD 57770 460275071 12000 0 BOOK PROGRAM SUPPORT RISE AGAINST SUICIDE (FORMERLY SECOND WIND FUND BOULDER COUNTY) PO BOX 846 LAFAYETTE CO 80026 273029987 15900 0 BOOK PROGRAM SUPPORT SAFE SHELTER OF ST VRAIN VALLEY PO BOX 231 LONGMONT CO 80502 840781353 11240 0 BOOK PROGRAM SUPPORT SPECIAL OLYMPICS 12450 E ARAPAHOE ROAD SUITE C CENTENNIAL CO 801125822 840713739 11000 0 BOOK PROGRAM SUPPORT ST JUDE CHILDREN'S RESEARCH HOSPITAL PO BOX 1893 MEMPHIS TN 381019950 620646012 14740 0 BOOK PROGRAM SUPPORT ST LUKE ORTHODOX CHRISTIAN CHURCH 722 AUSTIN AVE ERIE CO 80516 999999999 6250 0 BOOK PROGRAM SUPPORT ST VRAIN VALLEY SCHOOLS EDUCATION FOUNDATION PO BOX 2598 LONGMONT CO 80502 840979954 10750 0 BOOK PROGRAM SUPPORT THE PEARL GROUP INC PO BOX 1825 LONGMONT CO 80502 455530404 7600 0 BOOK PROGRAM SUPPORT THE REENTRY INITIATIVE 402 KIMBARK ST LONGMONT CO 80501 813681963 45662 0 BOOK PROGRAM SUPPORT TLC LEARNING CENTER 611 KORTE PARKWAY LONGMONT CO 80501 840523717 13199 0 BOOK PROGRAM SUPPORT TRU COMMUNITY CARE 2594 TRAILRIDGE DR E LAFAYETTE CO 80026 840748577 5350 0 BOOK PROGRAM SUPPORT UCC CHURCH OF LONGMONT 1500 9TH AVE LONGMONT CO 80501 840477919 261883 0 BOOK PROGRAM SUPPORT UNIVERSITY OF COLORADO FOUNDATION 369 UCB CHAMPIONS CENTER BOULDER CO 80309 846049811 15000 0 BOOK PROGRAM SUPPORT VETERANS COMMUNITY PROJECT 8900 TROOST AVENUE KANSAS CITY MO 64131 474960735 53000 0 BOOK PROGRAM SUPPORT YMCA OF NORTHERN COLORADO 2800 DAGNY WAY LAFAYETTE CO 80026 840459944 6500 0 BOOK PROGRAM SUPPORT YWCA BOULDER COUNTY 2222 14TH STREET BOULDER CO 80302 840500276 9050 0 BOOK PROGRAM SUPPORT 64 0 SCHOLARSHIPS 30 77000 PART I, LINE 2: GRANT REPORTS ARE SUBMITTED TO THE FOUNDATION FOR REVIEW AS TO THE USE OF THE GRANT FUNDS AND TO ENSURE COMPLIANCE WITH THE TERMS OF ANY GRANT AGREEMENT. THE NONPROFIT'S INFORMATION IS OBTAINED FROM GUIDESTAR.ORG TO DETERMINE THEIR 501(C)(3) STATUS. IF THE NONPROFIT'S INFORMATION CANNOT BE FOUND ON GUIDESTAR, THE FOUNDATION REQUESTS THE IRS TAX NUMBER (EIN) VERIFIED BY A COPY OF THEIR 501(C)(3) TAX DETERMINATION LETTER. GRANTEES ARE REQUIRED TO SUBMIT A WRITTEN FINAL REPORT THAT IS REVIEWED BY THE FOUNDATION STAFF AND GRANTS COMMITTEE. GRANTEES THAT FAIL TO SUBMIT A FINAL REPORT ARE NOT ELIGIBLE TO REAPPLY FOR FUNDING UNTIL THE REPORT HAS BEEN SUBMITTED. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS PROVIDED TO MANAGEMENT AND THE TRUSTEES FOR THEIR REVIEW. ALL QUESTIONS AND COMMENTS ARE COMMUNICATED AND RESOLVED BY THE EXECUTIVE DIRECTOR PRIOR TO FINALIZING AND FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION PRESENTS THE POLICY TO ALL TRUSTEES ON AN ANNUAL BASIS AND MONITORS ANY CONFLICTS THROUGHOUT THE YEAR. TRUSTEES EXCUSE THEMSELVES FROM MEETINGS IF THERE IS A POTENTIAL CONFLICT AND THIS IS DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS RESEARCHED BY THE EXECUTIVE COMMITTEE ANNUALLY WITH THE USE OF SALARY SURVEYS. THE BOARD THEN APPROVES PROPOSED COMPENSATION DURING APPROVAL OF THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST RECEIVED AT ORGANIZATION'S OFFICE VIA POSTAL MAIL OR E-MAIL. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE OR UPON WRITTEN REQUEST RECEIVED AT ORGANIZATION'S OFFICE VIA POSTAL MAIL OR E-MAIL. FORM 990, PART XII, LINE 2C: THE LONGMONT COMMUNITY FOUNDATION HAS AN AUDIT COMMITTEE TO PROVIDE OVERSIGHT OF FINANCIAL REPORTING PROCESSES AND THE SELECTION OF AN INDEPENDENT EXTERNAL AUDITOR. AUDIT FIRMS ARE SELECTED THROUGH AN RFP PROCESS EVERY THREE YEARS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.