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EATON SENIOR COMMUNITIES FOUNDATION: Form 990EZ, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
EATON SENIOR COMMUNITIES FOUNDATION (EIN 84-1280682)
Tax period
2023-10-01 to 2024-09-30
Filed
2025-08-11
IRS object ID
202522239349200902
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-08-11T09:39:08-05:00ReturnTs
Tax Period End2024-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN450250958PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Eide Bailly LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14585 Coleman St Ste 200AddressLine1Txt
CityBismarckCityNm
State AbbreviationNDStateAbbreviationCd
ZIP58503ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2023-10-01TaxPeriodBeginDt

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 StAddressLine1Txt
CityLakewoodCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80226ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDiana DelgadoPersonNm
Person TitlePresident/CEOPersonTitleTxt
Phone3039373000PhoneNum
Signature2025-08-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLisa Chaffee CPAPreparerPersonNm
PTINP00193453PTIN
Phone7012551091PhoneNum
Preparation2025-08-04PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Website Addresswww.eatonsenior.orgWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$101,802GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Contributions Gifts Grants Etc$66,552ContributionsGiftsGrantsEtcAmt
Investment Income$4,013InvestmentIncomeAmt
Sale Of Assets Gross$105SaleOfAssetsGrossAmt
Gain Or Loss From Sale Of Assets$105GainOrLossFromSaleOfAssetsAmt
Fundraising Gross Income$30,630FundraisingGrossIncomeAmt
Special Events Direct Expenses$10,709SpecialEventsDirectExpensesAmt
Special Events Net Income Loss$19,921SpecialEventsNetIncomeLossAmt
Other Revenue Total$502OtherRevenueTotalAmt
Total Revenue$91,093TotalRevenueAmt
Grants And Similar Amounts Paid$34,268GrantsAndSimilarAmountsPaidAmt
Salaries Other Comp Empl Bnft$24,631SalariesOtherCompEmplBnftAmt
Fees And Other Pymt To Ind Cntrct$21,736FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$3,951OtherExpensesTotalAmt
Total Expenses$84,586TotalExpensesAmt
Excess Or Deficit For Year$6,507ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY$104,990NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$4,789OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY$116,286NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$62,943BOYAmt
EOY$64,162EOYAmt

Other Assets Total Detail OtherAssetsTotalDetail

FieldValueIRS element (for citing)
BOY$45,381BOYAmt
EOY$52,135EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$108,324BOYAmt
EOY$116,297EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,334BOYAmt
EOY$11EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY$104,990BOYAmt
EOY$116,286EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeThe mission of Eaton Senior Communities Foundation is to obtain the resources for Eaton Senior Communities to provide seniors with a variety of affordable living choices and to support programs and activities that enrich their lives.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomEaton Senior Communities Foundation provided support to The Residences at Eaton Senior Communities and Roger Williams Manor II to support 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$34,268GrantsAndAllocationsAmt
Program Service Expenses$51,510ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$51,510TotalProgramServiceExpensesAmt

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Sandy Bowlin
Chair0.10$0$0$0
Jessica Nichols
Vice Chair0.10$0$0$0
Richard Wyse
Secretary/Treasurer0.10$0$0$0
Dan Kullas
Director0.10$0$0$0
Jennifer Vagher
Director0.10$0$0$0
Ben Bryan
Director0.10$0$0$0
Martin Herz
Director (Through March)0.10$0$0$0
Joey Kellum
Director0.10$0$0$0
Martina Kuhar
Director0.10$0$0$0
Michael Gilbert
Director0.10$0$0$0
Diana Delgado
President/CEO1.50$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldCOStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Diana DelgadoBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1333 South Eaton StAddressLine1Txt
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)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$168,224CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$108,952CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$140,175CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,809CurrentTaxYearMinus1YearAmt
Current Tax Year$66,552CurrentTaxYearAmt
Total$506,712TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$168,224CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$108,952CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$140,175CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$22,809CurrentTaxYearMinus1YearAmt
Current Tax Year$66,552CurrentTaxYearAmt
Total$506,712TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$89,260SubstantialContributorsTotAmt
Public Support Total170$417,452PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$565CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$513CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$661CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,076CurrentTaxYearMinus1YearAmt
Current Tax Year$4,118CurrentTaxYearAmt
Total$6,933TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,779CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$23,449CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,180CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$60,004CurrentTaxYearMinus1YearAmt
Current Tax Year$19,921CurrentTaxYearAmt
Total$144,333TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$455CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$180CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$409CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$699CurrentTaxYearMinus1YearAmt
Current Tax Year$502CurrentTaxYearAmt
Total$2,245TotalAmt
FieldValueIRS element (for citing)
Total Support$660,223TotalSupportAmt
Public Support CY1700.63230PublicSupportCY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support PY5090.99260PublicSupportPY509Pct
Investment Income PY0.00610InvestmentIncomePYPct

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)
Event1Spring FundraiserEvent1Nm
Gross Receipts Event1$44,570GrossReceiptsEvent1Amt
Charitable Contri Event1$13,940CharitableContriEvent1Amt
Gross Revenue Event1$30,630GrossRevenueEvent1Amt
Rent Facility Costs Event1$3,918RentFacilityCostsEvent1Amt
Food And Beverage Event1$4,132FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$2,659OtherDirectExpensesEvent1Amt
Gross Receipts Total$44,570GrossReceiptsTotalAmt
Charitable Contributions Tot$13,940CharitableContributionsTotAmt
Gross Revenue Total Events$30,630GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$3,918RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$4,132FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$2,659OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$10,709DirectExpenseSummaryEventsAmt
Net Income Summary$19,921NetIncomeSummaryAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990-EZ, Part I, Line 4 - Other Investment IncomeDescription: Endowment income. Amount: 3,761. Description: Interest income. Amount: 252. Total Included on Form 990-EZ, line 4: 4,013.
Form 990-EZ, Part I, Line 8 - Other RevenueDescription: Miscellaneous. Amount: 502.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts PaidActivity Classification: Program Services. Grantee Name: The Residences at Eaton Senior Communities. Grantee Address: 333 South Eaton St. Lakewood, CO 80226. Amount Given: 18,178.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts PaidActivity Classification: Food Truck Program. Grantee Name: Eaton Healthy. Grantee Address: 333 South Eaton St. Lakewood, CO 80226. Amount Given: 14,640.
Form 990-EZ, Part I, Line 10 - Grants and Similar Amounts PaidActivity Classification: Resident Assistance. Grantee Name: Recipients less than $5,000. Amount Given: 1,450. Total included on Form 990-EZ, line 10: 34,268.
Form 990-EZ, Part I, Line 16 - Other ExpensesDescription: Supplies. Amount: 720. Description: Administrative . Amount: 3,231. Total to Form 990-EZ, line 16: 3,951.
Form 990-EZ, Part I, Line 20 - Other Changes in Net AssetsDescription: Unrealized Gain/Loss on Endowment . Amount: 4,789.
Form 990-EZ, Part II, Line 24 - Other AssetsDescription: Promises to give receivable. Beg. of Year Amount: 1,220. End of Year Amount: 0. Description: Prepaid insurance. Beg. of Year Amount: 631. End of Year Amount: 51. Description: Beneficial interest in assets held by community foundation. Beg. of Year Amount: 43,530. End of Year Amount: 51,679. Description: Inventories. Beg. of Year Amount: 0. End of Year Amount: 405.
Form 990-EZ, Part II, Line 26 - Other LiabilitiesDescription: Accounts Payable and Accrued Expenses. Beg. of Year Amount: 82. End of Year Amount: 11. Description: Accounts Payable - Related Parties. Beg. of Year Amount: 3,252. End of Year Amount: 0.
Form 990-EZ, Part V, Line 34, Changes to Organizing Documents:The Articles of Incorporation were amended to incorporate the following significant changes: - The minimum number of Directors was reduced from 12 to 8. - Directors may not vote on issues on which they are financially interested. The Bylaws were amended with the following significant change: - The number of voting directors was change from twelve (12) - sixteen (16) members to eight (8) - sixteen(16) members.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationThe organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.DeclarationDesc

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