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EATON SENIOR COMMUNITIES FOUNDATION: Form 990EZ, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
EATON SENIOR COMMUNITIES FOUNDATION (EIN 84-1280682)
Tax period
2019-10-01 to 2020-09-30
Filed
2021-03-15
IRS object ID
202120749349200242
Schema version
2019v5.2
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)
Return2021-03-15T15:30:52-05:00ReturnTs
Tax Period End2020-09-30TaxPeriodEndDt

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 Line17887 E BELLEVIEW AVE SUITE 700AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80111ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2019-10-01TaxPeriodBeginDt

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)
PersonDAVID SMARTPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone3039373000PhoneNum
Signature2021-03-01SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT E FABRY CPAPreparerPersonNm
PTINP00757821PTIN
Phone3037590089PhoneNum
Preparation2021-03-01PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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$192,846GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$168,224ContributionsGiftsGrantsEtcAmt
Investment Income$565InvestmentIncomeAmt
Cost Or Other Basis Expense Sale$802CostOrOtherBasisExpenseSaleAmt
Gain Or Loss From Sale Of Assets-$802GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$23,602FundraisingGrossIncomeAmt
Special Events Direct Expenses$5,823SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$17,779SpecialEventsNetIncomeLossAmt
Other Revenue Total$455OtherRevenueTotalAmt
Total Revenue$186,221TotalRevenueAmt
Grants And Similar Amounts Paid$124,987GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$25,939SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$3,500FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$12,987OtherExpensesTotalAmt
Total Expenses$167,413TotalExpensesAmt
Excess Or Deficit For Year$18,808ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$180,330NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$4,147OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$203,285NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$156,440BOYAmt
EOY$145,413EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$60,552BOYAmt
EOY$70,473EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$216,992BOYAmt
EOY$215,886EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$36,662BOYAmt
EOY$12,601EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$180,330BOYAmt
EOY$203,285EOYAmt
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$124,987GrantsAndAllocationsAmt
Program Service Expenses$147,087ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$147,087TotalProgramServiceExpensesAmt

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
JENNIFER VAGHER
BOARD MEMBER2.00$0$0$0
SHERI FILAK-TAYLOR
BOARD MEMBER2.00$0$0$0
ERIN O'BRIEN
BOARD MEMBER2.00$0$0$0
DAN KULLAS
BOARD MEMBER2.00$0$0$0
SHAE CLARK
BOARD MEMBER2.00$0$0$0
BEN BRYAN
BOARD MEMBER2.00$0$0$0
JOEY KELLUM
BOARD MEMBER2.00$0$0$0
DEBORAH WILCOX
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 Line1KATE WESTBusinessNameLine1Txt

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$79,554CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$98,999CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$89,895CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$90,523CurrentTaxYearMinus1YearAmt
Current Tax Year$168,224CurrentTaxYearAmt
Total$527,195TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$79,554CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$98,999CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$89,895CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$90,523CurrentTaxYearMinus1YearAmt
Current Tax Year$168,224CurrentTaxYearAmt
Total$527,195TotalAmt

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$527,195PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$860CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$937CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,087CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$480CurrentTaxYearMinus1YearAmt
Current Tax Year$565CurrentTaxYearAmt
Total$3,929TotalAmt

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$860CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$937CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,087CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$480CurrentTaxYearMinus1YearAmt
Current Tax Year$565CurrentTaxYearAmt
Total$3,929TotalAmt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$80,414CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$99,936CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$90,982CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$91,003CurrentTaxYearMinus1YearAmt
Current Tax Year$168,789CurrentTaxYearAmt
Total$531,124TotalAmt
FieldValueIRS element (for citing)
Public Support CY5090.99260PublicSupportCY509Pct
Public Support PY5090.99020PublicSupportPY509Pct
Investment Income CY0.00740InvestmentIncomeCYPct
Investment Income PY0.00980InvestmentIncomePYPct
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$47,153GrossReceiptsEvent1Amt
Charitable Contri Event1$23,551CharitableContriEvent1Amt
Gross Revenue Event1$23,602GrossRevenueEvent1Amt
Other Direct Expenses Event1$5,823OtherDirectExpensesEvent1Amt
Gross Receipts Total$47,153GrossReceiptsTotalAmt
Charitable Contributions Tot$23,551CharitableContributionsTotAmt
Gross Revenue Total Events$23,602GrossRevenueTotalEventsAmt
Oth Direct Expnss Total Events$5,823OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$5,823DirectExpenseSummaryEventsAmt
Net Income Summary$17,779NetIncomeSummaryAmt

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: 565.
FORM 990-EZ, PART I, LINE 8 - OTHER REVENUEDESCRIPTION: MISCELLANEOUS. AMOUNT: 455.
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: 99,575.
FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATESAFFILIATE NAME: EATON SENIOR COMMUNITIES. AFFILIATE ADDRESS: 333 SOUTH EATON LAKEWOOD, CO 80226. PURPOSE OF PAYMENT: GENERAL OPERATING. AMOUNT OF PAYMENT: 22,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 121,575.
FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAIDACTIVITY CLASSIFICATION: . GRANTEE NAME: OTHER CHARITABLE ORGANIZATIONS. AMOUNT GIVEN: 3,412.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: GENERAL. AMOUNT: 1,885. DESCRIPTION: MISCELLANEOUS. AMOUNT: 68. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 6,850. DESCRIPTION: FUNDRAISING COSTS. AMOUNT: 2,892. DESCRIPTION: BANK FEES. AMOUNT: 1,292. TOTAL TO FORM 990-EZ, LINE 16: 12,987.
FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETSDESCRIPTION: UNREALIZED GAINS/LOSSES. AMOUNT: 4,147.
FORM 990-EZ, PART II, LINE 24 - OTHER ASSETSDESCRIPTION: PLEDGES RECEIVABLE. BEG. OF YEAR AMOUNT: 9,762. END OF YEAR AMOUNT: 195. DESCRIPTION: GRANTS RECEIVABLE. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 15,600. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 1,768. END OF YEAR AMOUNT: 1,768. DESCRIPTION: ENDOWMENT FUND HELD BY CFF. BEG. OF YEAR AMOUNT: 49,022. END OF YEAR AMOUNT: 52,910.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 162. END OF YEAR AMOUNT: 1,199. DESCRIPTION: GRANTS PAYABLE. BEG. OF YEAR AMOUNT: 36,500. END OF YEAR AMOUNT: 0. DESCRIPTION: ACCOUNTS PAYABLE - RELATED PARTIES. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 11,402.

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