FORT LEWIS COLLEGE FOUNDATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- FORT LEWIS COLLEGE FOUNDATION (EIN 23-7122114)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2025-08-01
- IRS object ID
- 202512139349300016
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-01T10:52:58-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 450250958 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EIDE BAILLY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2950 E HARMONY RD STE 290 | AddressLine1Txt |
| City | FORT COLLINS | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 805283429 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237122114 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FORT LEWIS COLLEGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FORT | BusinessNameControlTxt |
| Phone | 9703826941 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 RIM DRIVE | AddressLine1Txt |
| City | DURANGO | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL HEITZ | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9703826941 | PhoneNum |
| Signature | 2025-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KYLE FRITCH CPA | PreparerPersonNm |
| PTIN | P01313374 | PTIN |
| Phone | 9702238825 | PhoneNum |
| Preparation | 2025-07-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | STEVE SHORT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 RIM DRIVE | AddressLine1Txt |
| City | DURANGO | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,015,346 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FORTLEWIS.EDU/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | ENRICHING EDUCATIONAL AND CULTURAL OPPORTUNITIES AT FORT LEWIS COLLEGE THROUGH PHILANTHROPY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,183,497 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,706,089 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,163,180 | PYInvestmentIncomeAmt |
| CY Investment Income | $990,912 | CYInvestmentIncomeAmt |
| PY Other Revenue | $84,562 | PYOtherRevenueAmt |
| CY Other Revenue | $80,565 | CYOtherRevenueAmt |
| PY Total Revenue | $11,431,239 | PYTotalRevenueAmt |
| CY Total Revenue | $12,777,566 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,146,257 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,610,212 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $122,045 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $805,109 | PYOtherExpensesAmt |
| CY Other Expenses | $731,444 | CYOtherExpensesAmt |
| PY Total Expenses | $6,951,366 | PYTotalExpensesAmt |
| CY Total Expenses | $7,341,656 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,479,873 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,435,910 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,090,331 | TotalAssetsBOYAmt |
| Total Assets EOY | $47,004,740 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $287,428 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $299,023 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,802,903 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $46,705,717 | NetAssetsOrFundBalancesEOYAmt |
| Mission | ENRICHING EDUCATIONAL AND CULTURAL OPPORTUNITIES AT FORT LEWIS COLLEGE BY ENCOURAGING AND STEWARDING GIFTS FOR SCHOLARSHIPS, PROGRAMS, AND FACILITIES-WISE INVESTMENTS IN THE LEADERS OF TOMORROW. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,816,492 | ExpenseAmt |
| Grant | $6,610,212 | GrantAmt |
| Revenue | $47,937 | RevenueAmt |
| Desc | FUNDS ARE RAISED FOR THE BENEFIT OF THE STUDENTS, FACULTY, AND ADMINISTRATION OF FORT LEWIS COLLEGE. THE FOUNDATION RAISES RESOURCES THAT DIRECTLY FUEL OPPORTUNITIES FOR FORT LEWIS COLLEGE STUDENTS AND OUR COMMUNITY. THIS INCLUDES SUPPORT FOR STUDENTS THROUGH INCREASED SCHOLARSHIPS AND EXPERIENTIAL LEARNING FUNDING FOR INTERNSHIPS, FIELDWORK, TRAVEL, AND PROGRAMS LIKE FORT LEWIS ON THE WATER. THE FOUNDATION ALSO RAISES FUNDING AIMED AT SUPPORTING STUDENT SUCCESS THROUGH INNOVATIVE SUMMER BRIDGE PROGRAMS OFFERING ADDITIONAL ACADEMIC AND SOCIAL SUPPORT FOR STUDENTS. | Desc |
| Total Program Service Expenses | $6,816,492 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHERYL HEITZ | PersonNm |
| Phone | 9286999961 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 RIM DRIVE | AddressLine1Txt |
| City | DURANGO | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (37 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| STEVE SHORT | ||||||
| CHAIR | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAN KORMAN | ||||||
| SECRETARY | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOANN HARDS | ||||||
| TREASURER | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MIKE BURNS | ||||||
| SECRETARY (THRU 4/2023) | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| FAITH ROESSEL | ||||||
| IMMEDIATE PAST CHAIR | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOHN ANDERSON | ||||||
| DIRECTOR (THRU 1/2023) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINA ERTESZEK | ||||||
| DIRECTOR (THRU 10/2022) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE KAMBOURIS | ||||||
| DIRECTOR (THRU 1/2023) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KIM MARTIN | ||||||
| DIRECTOR (THRU 10/2022) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MEL OWEN | ||||||
| DIRECTOR (THRU 10/2022) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KEITH NEWBOLD | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GENE BRADLEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CANDICE CARSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TERRY BACON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD BALLANTINE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RAY BOUCHER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHUCK CARSON | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MITCH DYE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARCHELL FLETCHER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AL HARPER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC JONES | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DON MAPEL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JIM MOREHART | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DEBRA PARMENTER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JASON PORTZ | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ROGER PTOLEMY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SHANE SEIBEL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN WELLS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVE WEST | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| ASHLEY FRENCH | ||||||
| DIRECTOR (FROM 1/2023) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JANET MOSHER | ||||||
| DIRECTOR (FROM 1/2023) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DEB JACKSON-BLISS | ||||||
| DIRECTOR (FROM 1/2023) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LIZ PERRY | ||||||
| DIRECTOR (FROM 1/2023) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MELISSA MOUNT | ||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD KAUFMAN | ||||||
| FLC BOARD OF TRUSTEES REP | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JANET LOPEZ | ||||||
| FLC FACULTY REPRESENTATIVE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| TOM STRITIKUS | ||||||
| FLC PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FORT LEWIS COLLEGE | |||||
| 1000 RIM DR | DURANGO | CO | 81301 | FACILITIES, PERSONNEL AND SERVICES | $345,831 |
| CANYON LANDSCAPE LLC | |||||
| PO BOX 932 | DURANGO | CO | 81302 | BIOLOGY ROCK CREVICE GARDEN CONSTRUCTION | $190,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $11,893 | FundraisingAmt |
| All Other Contributions | $11,694,196 | AllOtherContributionsAmt |
| Noncash Contributions | $1,600,559 | NoncashContributionsAmt |
| Total Contributions | $11,706,089 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,095,695 | TotalRevenueColumnAmt |
| Exclusion | $1,095,695 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,907 | TotalRevenueColumnAmt |
| Exclusion | $4,907 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $38,400 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $38,400 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,400 | TotalRevenueColumnAmt |
| Exclusion | $38,400 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,132,361 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,237,144 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$104,783 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$104,783 | TotalRevenueColumnAmt |
| Exclusion | -$104,783 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $8,713 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $11,893 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $636 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,077 | TotalRevenueColumnAmt |
| Exclusion | $8,077 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $29,181 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,181 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $29,181 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,777,566 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,181 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,042,296 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,610,212 | TotalAmt |
| Program Services | $6,610,212 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,297 | TotalAmt |
| Program Services | $119,495 | ProgramServicesAmt |
| Management And General | $151,376 | ManagementAndGeneralAmt |
| Fundraising | $105,426 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,750 | TotalAmt |
| Program Services | $53,750 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,132 | TotalAmt |
| Management And General | $149,132 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,133 | TotalAmt |
| Management And General | $43,548 | ManagementAndGeneralAmt |
| Fundraising | $1,585 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,361 | TotalAmt |
| Management And General | $17,361 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,746 | TotalAmt |
| Management And General | $7,746 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| FOOD AND BEVERAGE | $42,995 | $27,961 | $15,034 | |
| BANK AND CREDIT CARD FE | $17,976 | $17,976 | ||
| LICENSES DUES & SUBSCRI | $14,663 | $14,663 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,391 | TotalAmt |
| Program Services | $5,074 | ProgramServicesAmt |
| Management And General | $1,317 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,341,656 | TotalAmt |
| Program Services | $6,816,492 | ProgramServicesAmt |
| Management And General | $403,119 | ManagementAndGeneralAmt |
| Fundraising | $122,045 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $676,791 | BOYAmt |
| EOY | $1,112,078 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,583,413 | BOYAmt |
| EOY | $5,318,246 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $994,400 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $327,677 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $684,084 | BOYAmt |
| EOY | $666,723 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,259,137 | BOYAmt |
| EOY | $36,724,883 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,495,637 | BOYAmt |
| EOY | $2,573,494 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,391,269 | BOYAmt |
| EOY | $609,316 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,090,331 | BOYAmt |
| EOY | $47,004,740 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,248 | BOYAmt |
| EOY | $336 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,180 | BOYAmt |
| EOY | $298,687 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $287,428 | BOYAmt |
| EOY | $299,023 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,712,922 | BOYAmt |
| EOY | $3,966,456 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,089,981 | BOYAmt |
| EOY | $42,739,261 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,802,903 | BOYAmt |
| EOY | $46,705,717 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,090,331 | BOYAmt |
| EOY | $47,004,740 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,435,910 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,454,312 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $12,592 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,554,670 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,764,498 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,058,789 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,183,497 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,706,089 | CurrentTaxYearAmt |
| Total | $34,267,543 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,554,670 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,764,498 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,058,789 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,183,497 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,706,089 | CurrentTaxYearAmt |
| Total | $34,267,543 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,808,852 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,458,691 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $786,737 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $727,432 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $728,499 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $870,031 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,137,949 | CurrentTaxYearAmt |
| Total | $4,250,648 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,053 | CurrentTaxYearAmt |
| Total | $1,053 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,577 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $94,634 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,826 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $29,181 | CurrentTaxYearAmt |
| Total | $219,523 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $38,738,767 | TotalSupportAmt |
| Public Support CY170 | 0.63140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.68340 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2018 AMOUNT: $ 72,577. 2019 AMOUNT: $ 94,634. 2020 AMOUNT: $ 13,826. 2021 AMOUNT: $ 9,305. 2022 AMOUNT: $ 29,181. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $53,750 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $53,750 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION PAID A LOBBYING FIRM TO PROVIDE LEGISLATIVE, REGULATORY TRACKING, ADVOCACY AND LOBBYING SERVICES TO THE COLLEGE. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $325 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,972,805 | BeginningYearBalanceAmt |
| Contributions | $1,725,016 | ContributionsAmt |
| Investment Earnings Or Losses | $1,425,109 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,320,499 | GrantsOrScholarshipsAmt |
| Other Expenditures | $589,140 | OtherExpendituresAmt |
| End Year Balance | $16,213,291 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,950,222 | BeginningYearBalanceAmt |
| Contributions | $1,798,983 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,219,660 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $556,740 | GrantsOrScholarshipsAmt |
| End Year Balance | $15,972,805 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,773,503 | BeginningYearBalanceAmt |
| Contributions | $746,353 | ContributionsAmt |
| Investment Earnings Or Losses | $2,828,903 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $398,537 | GrantsOrScholarshipsAmt |
| End Year Balance | $15,950,222 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,219,169 | BeginningYearBalanceAmt |
| Contributions | $365,184 | ContributionsAmt |
| Investment Earnings Or Losses | -$212,470 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $598,380 | GrantsOrScholarshipsAmt |
| End Year Balance | $12,773,503 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,339,249 | BeginningYearBalanceAmt |
| Contributions | $550,892 | ContributionsAmt |
| Investment Earnings Or Losses | $936,424 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $607,396 | GrantsOrScholarshipsAmt |
| End Year Balance | $13,219,169 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.07320 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.87450 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05230 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $300,000 | OtherCostOrOtherBasisAmt |
| Book Value | $300,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $694,400 | OtherCostOrOtherBasisAmt |
| Depreciation | $327,677 | DepreciationAmt |
| Book Value | $366,723 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $666,723 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| PREFERRED STOCK | $32,777 | F |
| PRIVATE EQUITY FUNDS | $2,540,717 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,573,494 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO FORT LEWIS COLLEGE | Desc |
| Amt | $298,687 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $298,687 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,095,974 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,454,312 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $13,228 | OtherRevenueAmt |
| Revenue Not Reported | $3,467,540 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,628,434 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $149,132 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $149,132 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,777,566 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,193,160 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $636 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $636 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,192,524 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $149,132 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $149,132 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,341,656 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | GIFT IN KIND DONATIONS ARE TRANSFERRED TO THE COLLEGE FOR USE BY THE DEPARTMENT. |
| PART V, LINE 4: | THE FOUNDATION'S ENDOWMENTS CONSISTS OF APPROXIMATELY 151 INDIVIDUAL DONOR-RESTRICTED FUNDS ESTABLISHED BY DONORS TO PROVIDE ANNUAL FUNDING FOR STUDENT SCHOLARSHIPS, FINANCE SPECIAL PROJECTS OF THE COLLEGE, AND SUPPLEMENTAL OPERATING BUDGET. |
| PART X, LINE 2: | THE FOUNDATION IS ORGANIZED AS COLORADO NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE IRS AS EXEMPT FROM FEDERAL INCOME TAXES UNDER IRC SECTION 501(A) AS ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(3), QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION, AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION. THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE FOUNDATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THEIR EXEMPT PURPOSES. THE FOUNDATION FILES AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS TO REPORT ITS UNRELATED BUSINESS TAXABLE INCOME. MANAGEMENT BELIEVES THAT THE FOUNDATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. THE FOUNDATION'S FORMS 990, 990-T AND OTHER INCOME TAX FILINGS REQUIRED BY STATE, LOCAL, OR NON-U.S. TAX AUTHORITIES ARE NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS BEFORE 2020. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST 12,592. SPECIAL EVENT EXPENSES NET WITH REVENUE ON FORM 990 636. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES NET WITH REVENUE ON FORM 990 636. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $950,561 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $950,561 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $950,561 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| SCHEDULE F, PART IV: | THE FOUNDATION REVIEWS ITS DIRECT AND INDIRECT INVESTMENTS DURING THE TAX PERIOD FOR DETERMINING REQUIRED FOREIGN FILINGS. THE FOUNDATION MAKES DIRECT AND INDIRECT TRANSFERS TO FOREIGN CORPORATIONS. THE FOUNDATION WOULD FILE FORM 926 IF THE TRANSFERS MET THE REQUIREMENTS FOR FILING. THE FOUNDATION'S TRANSFERS TO FOREIGN CORPORATIONS REQUIRED FILING FORM 926 FOR THE PERIOD ENDED JUNE 30, 2023. THE FOUNDATION HAS OWNERSHIP INTERESTS IN FOREIGN CORPORATIONS. THE FOUNDATION WOULD FILE FORM 5471 IF THE OWNERSHIP MET THE REQUIREMENTS FOR FILING. THE FOUNDATION'S OWNERSHIP IN FOREIGN CORPORATIONS DID NOT REQUIRE FILING FORM 5471. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | KDUR AUCTION | Event1Nm |
| Gross Receipts Event1 | $15,030 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $7,160 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $7,870 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $200 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $54 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $382 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $15,030 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $7,160 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $7,870 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $200 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $54 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $382 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $636 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $7,234 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FORT LEWIS COLLEGE | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 RIM DR | AddressLine1Txt |
| City | DURANGO | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 846000556 | RecipientEIN |
| IRC Section | STATE OF COLORADO | IRCSectionDesc |
| Cash Grant | $6,610,212 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | FUNDING FOR STUDENT SCHOLARSHIPS AND GENERAL SUPPORT. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | FOR FUNDS GIVEN TO FORT LEWIS COLLEGE, WHO IS AN AFFILIATED PUBLIC LIBERAL ARTS COLLEGE, NO FURTHER FOLLOW-UP IS DEEMED NECESSARY. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $325 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,285 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,245 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $351,545 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $86,490 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | VALUATION | MethodOfDeterminingRevenuesTxt |
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,122,219 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | VARIOUS AUCTION ITEMS | 53 | $15,030 | SELLING PRICE |
| Yes (X) | STEINWAY MODEL B PIANO | 1 | $12,500 | APPRAISAL |
| Yes (X) | COWS | 1 | $5,071 | APPRAISAL |
| Yes (X) | CLASSICAL AND JAZZ CD RECORDINGS | 1 | $3,750 | SELLING PRICE |
| Yes (X) | ART GIFT CERTIFICATE | 1 | $100 | COST |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION IS REPORTING THE TOTAL NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE PURPOSE OF THE EXECUTIVE COMMITTEE IS TO EXERCISE POWERS OF THE BOARD OF DIRECTORS ONLY AS TO MATTERS THAT ARISE AND MUST BE DEALT WITH BETWEEN REGULARLY SCHEDULED MEETINGS OF THE BOARD OF DIRECTORS WHEN IT IS NOT FEASIBLE OR NECESSARY TO CONVENE A SPECIAL MEETING. THE EXECUTIVE COMMITTEE MAY ALSO SERVE IN AN INFORMAL ADVISORY ROLE TO THE COLLEGE PRESIDENT. THE EXECUTIVE COMMITTEE WILL CONSIST OF THE OFFICERS OF THE FOUNDATION (CHAIR, VICE-CHAIR, SECRETARY AND TREASURER) AND THREE OTHER DIRECTORS, ONE OF WHOM SHALL BE THE IMMEDIATE PAST-CHAIR OF THE FOUNDATION IF AVAILABLE AND WILLING TO SERVE. ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE INVOLVING EXERCISE OF THE POWERS OF THE BOARD OF DIRECTORS SHALL BE REPORTED PROMPTLY AND RATIFIED AT THE NEXT MEETING FOLLOWING SUCH ACTION. |
| FORM 990, PART VI, SECTION A, LINE 2 | TERRY BACON AND DEBRA PARMENTER HAVE A FAMILY RELATIONSHIP |
| FORM 990, PART VI, SECTION A, LINE 3 | FORT LEWIS COLLEGE FOUNDATION ENTERED INTO A "MEMORANDUM OF UNDERSTANDING" (MOU) WITH FORT LEWIS COLLEGE, AN AFFILIATED ORGANIZATION, TO PROVIDE FACILITIES, PERSONNEL, AND SERVICES, WHICH INCLUDES CHIEF EXECUTIVE OFFICER SERVICES. COMPENSATION PAID FOR THESE SERVICES TO FORT LEWIS COLLEGE DURING FISCAL YEAR ENDED JUNE 30, 2023, WAS $376,297. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE TREASURER, CHIEF EXECUTIVE OFFICER, AND CHIEF FINANCIAL OFFICER WILL REVIEW THE FORM 990 INFORMATIONAL RETURN PRIOR TO FILING. THE BOARD IS GIVEN THE OPPORTUNITY BUT IS NOT REQUIRED TO REVIEW THE FORM 990 BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY FORMS ARE COLLECTED EACH YEAR AND REVIEWED BY THE EXECUTIVE COMMITTEE TO ENSURE THAT THERE ARE NO CONFLICTS OF INTEREST WITH ANY FOUNDATION BOARD MEMBER. IF THERE IS A CONFLICT OF INTEREST THE BOARD MEMBER WILL EITHER RESIGN OR WILL NOT VOTE ON ANY MEASURE THAT INVOLVES THE CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION PAID TO THE CHIEF EXECUTIVE OFFICER IS PAID FOR BY FORT LEWIS COLLEGE, AN AFFILIATED ORGANIZATION. FORT LEWIS COLLEGE HAS POLICIES AND PROCEDURES IN PLACE THAT ARE ISSUED TO EVALUATE AND ESTABLISH COMPENSATION AMOUNTS FOR THE CHIEF EXECUTIVE OFFICER. THE FORT LEWIS COLLEGE PRESIDENT CONFERS WITH THE FOUNDATION BOARD REGARDING THE EVALUATION OF THE CHIEF EXECUTIVE OFFICER. THE FOUNDATION REIMBURSES THE COLLEGE FOR A PORTION OF THE COMPENSATION PAID TO THE CHIEF EXECUTIVE OFFICER FOR THE SERVICES PROVIDED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST BY THE PUBLIC. |
| FORM 990, PART VII, SECTION A | THE FOLLOWING MEMBERS SERVE THE BOARD AS REPRESENTATIVES OF THE COLLEGE IN A NON-VOTING CAPACITY: FLC BOARD OF TRUSTEES REPRESENTATIVE, FLC FACULTY REPRESENTATIVE AND FLC PRESIDENT. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST HELD BY OTHERS 12,592. |
| AMENDMENTS TO FORM 990: | THE FOLLOWING PARTS AND SCHEDULES OF THE ORIGINALLY FILED 2022 FORM 990 WERE AMENDED AS FOLLOWS: FORM 990, PART I, LINE 7A - UPDATED THE NUMBER BASED ON CHANGES MADE TO THE AMENDED RETURN. FORM 990, PART IV, LINE 14B - CHANGED TO YES AND PRODUCED SCHEDULE F. FORM 990, PART V, LINES 3A & 3B - CHANGED TO NO BASED ON UPDATES MADE TO THE AMENDED RETURNS. FORM 990, PART VIII, LINE 3, COLUMNS (C) AND (D) - UPDATED NUMBERS BASED OFF CHANGES MADE TO AMENDED RETURN. SCHEDULE F, PART I - PRODUCED AND UPDATED SCHEDULE F INFORMATION BASED ON CHANGES MADE TO THE AMENDED RETURN. SCHEDULE F, PART IV, LINE 1 AND 3 - MARKED YES. SCHEDULE F, PART V - ADDED A NARRATIVE TO ADDRESS SCHEDULE F, PART IV INFORMATION. FORM 926 - FORM 926 PREPARED BASED ON CHANGES MADE TO THE AMENDED RETURN. |
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