2021-05-26T11:11:58-05:00 2020-12-31 841016028 ANDERSON & WHITNEY PC 5801 W 11TH ST STE 300 GREELEY CO 80634 990 2020-01-01 841315296 WELD COMMUNITY FOUNDATION WELD 9703049970 2425 35TH AVE STE 201 GREELEY CO 80634 RAND E MORGAN PRESIDENT/CEO 9703049970 2021-05-24 RAND E MORGAN 000009999 MELISSA BIGLER CPA P01711398 9703527990 2021-05-17 2020 2022-09-23 18:48:47Z 18304603 false X WWW.WELDCOMMUNITYFOUNDATION.ORG X 1995 CO DEDICATED TO BUILDING A COMMUNITY OF GIVERS WHO SUPPORT CHARITABLE INVESTMENTS. 18 18 5 68 0 1440307 760799 11007 4351 1263331 1051657 2725243 1127629 5439888 2944436 815372 1593758 0 358852 424762 0 132511 440753 487335 1614977 2505855 3824911 438581 32701944 36938797 1963605 2362006 30738339 34576791 X THE WELD COMMUNITY FOUNDATION PROMOTES PHILANTHROPY TO BUILD RESOURCES, DEVELOPS PARTNERSHIPS, AND PROVIDES LEADERSHIP THAT WILL BE OF LASTING BENEFIT TO OUR COMMUNITIES. false false 328710 328192 THE FOUNDATION ADMINISTERS A ROBUST SCHOLARSHIP PROGRAM MADE UP OF MULTIPLE SCHOLARSHIP FUNDS SERVING A VARIETY OF STUDENT TALENTS AND INTERESTS. IN 2020, THE FOUNDATION AWARDED 139 SCHOLARSHIPS. 251720 251720 THE LITTLER YOUTH FUND AWARDS GRANTS FOR THE BENEFIT OF YOUTH PROGRAMS/ PROJECTS IN WELD COUNTY, INCLUDING A GRANT CYCLE FOR MINI-GRANTS TO AID IN THE DEVELOPMENT OF EFFECTIVE TEACHING STRATEGIES AND PROJECTS BY WELD COUNTY TEACHERS. 204650 204650 THE WELD RECOVERS: COVID-19 RELIEF FUND WAS ESTABLISHED IN A PARTNERSHIP WITH UNITED WAY OF WELD COUNTY. IT PROVIDED FINANCIAL RESOURCES TO CHARITABLE ORGANIZATIONS IN WELD COUNTY INVOLVED IN SUPPORTING POPULATIONS AFFECTED BY THE COVID-19 OUTBREAK. 1157361 1157361 4351 THE FOUNDATION ADMINISTERS VARIOUS ENDOWMENTS AND CHARITABLE FUNDS EARMARKED FOR COMMUNITY GRANTS AND CHARITABLE PROGRAMS. 1157361 1157361 4351 1942441 true true false false false true false false false true true false false false true true true false false false false false false false true false false true true false false false false false false false false false true false false false true false false false false true 12 0 true 5 true false false false false false true true false false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true true false X X THE ORGANIZATION 9703049970 2425 35TH AVENUE SUITE 201 GREELEY CO 80634 REYES BARRIOS JR CHAIR 1.00 X X 0 0 0 DALE PRATT VICE CHAIR 1.00 X X 0 0 0 JULIE CONSTANCE 2ND VICE CHA 1.00 X X 0 0 0 MARCIA SIEBRING TREASURER 1.00 X X 0 0 0 KRISTI THOMAS SECRETARY 1.00 X X 0 0 0 DONNA LOYD DIRECTOR 1.00 X 0 0 0 THERESA HERTNEKY DIRECTOR 1.00 X 0 0 0 JEFF HERTZKE DIRECTOR 1.00 X 0 0 0 JULIANNE FRITZ DIRECTOR 1.00 X 0 0 0 ERIC BOEHNER DIRECTOR 1.00 X 0 0 0 ANITA MEIS DIRECTOR 1.00 X 0 0 0 SCOTT YOUNG DIRECTOR 1.00 X 0 0 0 TYLER NOTESTINE DIRECTOR 1.00 X 0 0 0 MARIA JOHNSTON DIRECTOR 1.00 X 0 0 0 DR MATTHEW MARTINEZ DIRECTOR 1.00 X 0 0 0 BILL MUNNS DIRECTOR 1.00 X 0 0 0 MARILYN SCHOCK DIRECTOR 1.00 X 0 0 0 MARCY SANGER DIRECTOR 1.00 X 0 0 0 RAND E MORGAN PRESIDENT/CE 40.00 X 105020 0 15980 105020 15980 1 false false false 760799 62336 760799 ADMINISTRATION FEES 900099 4351 4351 4351 639842 639842 1014969 1014969 15737969 15326154 411815 411815 411815 101309 34013 67296 OTHER INCOME 38972 38972 CHANGE CASH SURRENDER VALUE 6392 6392 45364 2944436 416166 1700175 1265566 1265566 328192 328192 120999 24200 60500 36299 227622 85117 102360 40145 21128 7726 10077 3325 26976 8767 13488 4721 28037 8893 13145 5999 8276 8276 19600 19600 136086 136086 2808 2808 13164 13164 25877 7345 18172 360 33519 6704 20111 6704 954 108 322 524 600 600 5556 5556 PROGRAM EXPENSE 178394 178394 DEVELOPMENT/EVENTS 25400 25400 IN-KIND DONATIONS 12198 12198 FOUNDATION INITIATIVES 8645 8645 16258 586 9446 6226 2505855 1942441 430903 132511 38265 92022 3871431 2572369 6735 3558 80014 83471 601 601 69173 55038 13079 14135 28468693 33949114 131626 136769 91500 86758 32701944 36938797 14023 18322 119869 136330 7000 19115 1822713 2188239 1963605 2362006 X 3306713 3602943 27431626 30973848 30738339 34576791 32701944 36938797 X 438581 3685745 -285874 X false true X true false X 1114169 3474268 1515414 1440307 828095 8372253 1114169 3474268 1515414 1440307 828095 8372253 1119653 7252600 481988 511336 4310486 3335795 1654811 10294416 12693 8830 8812 45364 75699 18742368 60023 0.38700 0.41160 X PART II, LINE 10 OTHER REVENUE 75,699 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30 234205 557963 4275409 true true 24856824 263124 4664406 -1044116 87845 -428155 28399493 18953063 508350 6368422 -646677 52605 -378939 24856824 15597572 653464 3479117 -637545 150293 -289838 18953063 14372309 609864 1507405 -636934 -2169 -252903 15597572 13504693 568546 1217012 -700722 24028 -241248 14372309 0.43900 0.56100 false false 4128 2872 1256 65045 52166 12879 14135 AGENCY FUNDS 2062271 LEASE LIABILITY 86152 ANNUITY OBLIGATIONS 39816 2188239 X 6172283 3685745 -6392 3679353 2492930 136086 315420 451506 2944436 2333831 2333831 136086 35938 172024 2505855 SCHEDULE D, PAGE 3, PART X THE FOUNDATION BELIEVES THAT IT HAS CONDUCTED ITS OPERATIONS IN ACCORDANCE WITH, AND HAS PROPERLY MAINTAINED, ITS TAX EXEMPT STATUS, AND THAT IT HAS TAKEN NO MATERIAL UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2017. SCHEDULE D, PAGE 4, PART XI, LINE 2D ACTUARIAL CHANGE IN ANNUITY OBLIGATIONS -6,392 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE NOT REPORTED IN FINANCIALS 315,420 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES NOT REPORTED IN FINANCIALS 35,938 THIRST LIVING W 53215 53215 12399 DECADENT DESSER 24644 24644 8112 1 23450 23450 13502 101309 101309 34013 34013 67296 true 60 RIDE 800 8TH AVE SUITE 229 GREELEY CO 80631 204429783 10590 PROGRAM, CHARITABLE A WOMAN'S PLACE INC PO BOX 71 GREELEY CO 80632 840811596 21972 PROGRAM, CHARITABLE AFRICAN CHRISTIAN COLLEGE PO BOX 70033 ALBUQUERQUE NM 87197 260412537 12000 CHARITABLE ASSISTANCE LEAGUE OF GREELEY 1706 9TH ST GREELEY CO 80631 237083124 7709 PROGRAM BOOK TRUST 789 SHERMAN ST SUITE 300A DENVER CO 80203 204124164 10000 PROGRAM BOYS & GIRLS CLUBS OF WELD COUNTY PO BOX 812 GREELEY CO 80632 840529902 12887 PROGRAM, CHARITABLE CATHOLIC CHARITIES NORTHERN - WELD 1442 N 11TH AVE GREELEY CO 80631 840686679 18366 PROGRAM, CHARITABLE CENTENNIAL BOCES 2020 CLUBHOUSE DR 230 GREELEY CO 80634 840599905 9000 PROGRAM CHAMPION MINISTRIES INC DBA GROUN PO BOX 1323 CASTLE ROCK CO 801041323 841341326 20000 PROGRAM COLORADO HUMANITIES STE 450 7935 E PRENTICE AVE DENVER CO 80111 840715097 5100 PROGRAM, CHARITABLE COLORADO MODEL RAILROAD MUSEUM 680 10TH STREET GREELEY CO 806314116 271369289 14800 PROGRAM, CHARITABLE FIDELITY CHARITABLE 200 SEAPORT BLVD MZ NCW4B BOSTON MA 02210 110303001 92983 PROGRAM FIRST CONGREGATIONAL CHURCH OF GREE 2101 16TH ST GREELEY CO 80631 840419732 13456 PROGRAM, CHARITABLE FOOD BANK FOR LARIMER COUNTY 5706 WRIGHT DRIVE LOVELAND CO 80538 742336171 10000 PROGRAM FOUNDATIONS CHURCH 1380 N DENVER AVENUE LOVELAND CO 80537 453595436 10000 PROGRAM GENERATIONS CHURCH 3600 W 22ND ST GREELEY CO 80634 351148762 25000 PROGRAM, CHARITABLE GREELEY FAMILY HOUSE 1206 10TH ST GREELEY CO 80631 841045958 8160 PROGRAM, CHARITABLE GREELEY PHILHARMONIC ORCHESTRA ASSO SUITE 230 801 8TH STREET GREELEY CO 80631 846031376 25107 PROGRAM, CHARITABLE GREELEYWELD SENIOR FOUNDATION INC PO BOX 336325 GREELEY CO 80633 841181424 11625 CHARITABLE GREELEY-WELD HABITAT FOR HUMANITY 104 NORTH 16TH AVENUE GREELEY CO 80631 841091487 13668 PROGRAM, CHARITABLE IMMIGRANT AND REFUGEE CENTER OF NOR 3001 8TH AVE STE 170 EVANS CO 80620 840857486 16918 PROGRAM, CHARITABLE JUNIOR ACHIEVEMENT-ROCKY MOUNTAIN SUITE 30 295 E 29TH STREET LOVELAND CO 80538 840430495 12500 PROGRAM LIFE STORIES CHILD & FAMILY ADVOCAC 1640 25TH AVE GREELEY CO 80634 841469488 20123 PROGRAM LONGS PEAK COUNCIL INC BOY SCOUTS PO BOX 1166 GREELEY CO 806321166 840253710 34572 PROGRAM, CHARITABLE LUTHERAN FAMILY SERVICES OF COLORAD 2032 LOWE STREET STE 200 FT COLLINS CO 80525 840775550 10000 PROGRAM MEALS ON WHEELS OF GREELEY INC 2131 9TH STREET GREELEY CO 80631 840673693 18167 PROGRAM, CHARITABLE NCMC FOUNDATION 815 8TH AVENUE GREELEY CO 80631 840718355 20989 PROGRAM, CHARITABLE NORTH RANGE BEHAVIORAL HEALTH 1300 N 17TH AVE GREELEY CO 80631 840622660 16049 PROGRAM NORTHERN COLORADO YOUTH FOR CHRIST 134 11TH AVE GREELEY CO 80631 237332916 15250 PROGRAM, CHARITABLE OUR SAVIOR'S LUTHERAN CHURCH 1800 21ST AVE GREELEY CO 80631 840437962 28500 PROGRAM, CHARITABLE PARTNERS 530 S COLLEGE AVE UNIT 1 FORT COLLINS CO 80524 742486211 12500 PROGRAM POUDRE LEARNING CENTER FOUNDATION I 8313 WEST F STREET GREELEY CO 806319394 810723214 22612 PROGRAM, CHARITABLE SALIDA DEL SOL ACADEMY 111 E 26TH STREET GREELEY CO 80631 471101571 10000 PROGRAM SEXUAL ASSAULT VICTIM ADVOCACY CENT 4812 S COLLEGE AVE FORT COLLINS CO 805253723 383675536 10000 PROGRAM SOCCER WITHOUT BORDERS 3001 8TH AVENUE SUITE 170 EVANS CO 80620 203786129 11600 PROGRAM THE DICTIONARY PROJECT PO BOX 1845 CHARLESTON SC 29402 571029802 5472 PROGRAM THE GREELEY DREAM TEAM INC SUITE 336 1025 9TH AVENUE GREELEY CO 806314039 841070282 15746 PROGRAM, CHARITABLE THE SALVATION ARMY 1119 6TH STREET GREELEY CO 80631 941156347 17829 CHARITABLE THE SUCCESS FOUNDATION SERVING GREE 1025 9TH AVE GREELEY CO 80631 273567674 11316 PROGRAM, CHARITABLE THE WILD ANIMAL SANCTUARY 1946 COUNTY ROAD 53 KEENESBURG CO 80643 841351483 6806 CHARITABLE TRINITY EPISCOPAL CHURCH 3800 W 20TH STREET GREELEY CO 806343418 840462073 8400 PROGRAM, CHARITABLE UCHEALTH NORTHERN COLORADO FOUNDATI 2315 E HARMONY ROAD SUITE 200 FORT COLLINS CO 805288620 741894581 6820 PROGRAM, CHARITABLE UNC FOUNDATION INC UNC CAMPUS BOX 20 JUDY FARR CENTER GREELEY CO 80639 846044833 41906 PROGRAM, CHARITABLE UNITED WAY OF WELD COUNTY PO BOX 1944 GREELEY CO 80632 846011918 274669 PROGRAM, CHARITABLE WELD FOOD BANK 1108 H STREET GREELEY CO 80631 742244826 56310 PROGRAM, CHARITABLE WEST GREELEY CONSERVATION DISTRICT 4302 W 9TH ST RD GREELEY CO 80634 846006214 8026 PROGRAM WESTVIEW CHURCH OF CHRIST 4151 W 20TH STREET GREELEY CO 80634 840710087 35000 CHARITABLE YMCA OF NORTHERN COLORADO 2800 DAGNY WAY LAFAYETTE CO 80026 840459944 10000 PROGRAM YOUTH & FAMILY CONNECTIONS 2835 W 10TH ST GREELEY CO 80634 331119333 10339 CHARITABLE YOUTH EMPOWERMENT GROUP 3620 W10TH ST STE B120 GREELEY CO 806341852 830812156 10000 PROGRAM 50 EDUCATION SCHOLARSHIPS 139 328192 SCHEDULE I, PAGE 4, PART IV COMPETITIVE GRANTS - GRANTEES WHO RECEIVE GRANTS THROUGH THE COMMUNITY FOUNDATION'S COMPETITIVE GRANT CYCLES ARE REQUIRED TO COMPLETE A FINAL GRANT REPORT WITHIN 60 DAYS OF THE PROJECT COMPLETION, ALONG WITH A FINAL FINANCIAL REPORT OF HOW THE FUNDS ARE EXPENDED. SCHOLARSHIPS - VERIFICATION OF ENROLLMENT AT HIGHER EDUCATION INSTITUTIONS IS REQUIRED FOR EACH STUDENT RECEIVING A COMMUNITY FOUNDATION SCHOLARSHIP. DONOR-ADVISED FUND GRANTS - ORGANIZATIONS RECEIVING GRANTS FROM A DONOR-ADVISED FUND ARE GIVEN A FULL DESCRIPTION OF THE GRANT CONDITIONS AN RESTRICTIONS. IN ADDITION, THEY ARE PROVIDED WITH DISCLOSURE THAT BY ENDORSEMENT OF THE GRANT CHECK, THE ORGANIZATION AGREES TO ALL OF THE GRANT CONDITIONS AND RESTRICTIONS. X 1 50138 FAIR VALUE X GOODS & SERVICE 42 12198 ESTIMATED FAIR VALUE false true false FORM 990, PAGE 2, PART III, LINE 4D THE FOUNDATION ADMINISTERS VARIOUS ENDOWMENTS AND CHARITABLE FUNDS EARMARKED FOR COMMUNITY GRANTS AND CHARITABLE PROGRAMS. FORM 990, PAGE 6, PART VI, LINE 11B THE TREASURER WHEN SERVING AS THE FINANCE COMMITTEE CHAIR, RECEIVES AND REVIEWS THE FORM 990, INCLUDING A DETAILED SCHEDULE B. THE FINANCE COMMITTEE OF THE WELD COMMUNITY FOUNDATION REVIEWS THE FORM 990 (WITHOUT A DETAILED SCHEDULE B) BEFORE FILING; IN ADDITION, A COPY OF THE FORM 990 (WITHOUT A DETAILED SCHEDULE B) IS PROVIDED TO MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING. THE FOUNDATION'S POLICY ON DONOR CONFIDENTIALITY PERMITS DISCLOSURE OF DONOR RECORDS INCLUDING SCHEDULE B, TO THE FOUNDATION'S BOARD OF DIRECTORS BY A MAJORITY VOTE OF THE BOARD OR EXECUTIVE COMMITTEE. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL BOARD MEMBERS, STAFF, COMMITTEES, AND ANY OTHER VOLUNTEERS IN ANY DECISION-MAKING SESSION. MEMBERS SHALL DISCLOSE ANY POSSIBLE CONFLICTS BEFORE DISCUSSION BEGINS. IN ADDITION, STAFF, WHETHER PAID OR UNPAID, SHALL AVOID ANY CONFLICTS OF INTEREST WITH THE FOUNDATION. NO STAFF SHALL HAVE ANY INTEREST IN ANY ENTITY WHICH DOES BUSINESS WITH THE FOUNDATION WITHOUT THE PRIOR WRITTEN APPROVAL OF THE CHAIR OF THE BOARD. AFTER FULL DISCLOSURE, NO STAFF SHALL HOLD ANY POSITION WITH ANY NOT-FOR-PROFIT ORGANIZATION THAT MAY HAVE BEEN OR MAY BECOME A GRANTEE OF THE FOUNDATION OR WHICH MAY REASONABLY BE CONSIDERED TO COMPETE FOR FUNDING WITH OTHER NONPROFITS THAT ARE OR MAY BECOME GRANTEES. WITHOUT FULL DISCLOSURE AND PRIOR APPROVAL BY THE CHAIR OF THE BOARD, MEMBERS ARE REQUIRED AT THE BEGINNING OF EACH TERM, APPOINTMENT, OR EMPLOYMENT, TO COMPLETE AND FILE WITH THE FOUNDATION A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE CODE OF CONDUCT REQUIRES AN ANNUAL UPDATE OF THE CONFLICT OF INTEREST DISCLOSURE STATEMENT. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS' EXECUTIVE COMMITTEE EVALUATES THE PRESIDENT ANNUALLY AND DETERMINES COMPENSATION. THE FOUNDATION PARTICIPATES IN AN ANNUAL SALARY AND BENEFITS SURVEY WITH THE COUNCIL ON FOUNDATIONS. THE EXECUTIVE BOARD REVIEWED THE PRESIDENT'S SALARY IN DECEMBER 2019. FORM 990, PAGE 6, PART VI, LINE 15B THE BOARD OF DIRECTORS' EXECUTIVE COMMITTEE EVALUATES EMPLOYEES ANNUALLY AND DETERMINES COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION WEBSITE AND GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 AGENCY FUND EXPENSES NOT IN FINANCIALS 35,938 ACTUARIAL CHANGE IN ANNUITIES -6,392 AGENCY FUND REVENUES NOT IN FINANCIALS -315,420 TOTAL -285,874 CFSGWC HOLDINGS LLC 2425 35TH AVENUE SUITE 201 GREELEY CO 80634 821281238 CO N/A