2021-10-04T11:21:39-05:00 2020-12-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1200 PORTLAND OR 97205 990 2020-01-01 273484142 ELEVATIONS FOUNDATION INC ELEV 3034434672 PO BOX 9004 BOULDER CO 80301 CARROLL BEACH TREASURER 3034434672 2021-10-01 1 CARROLL BEACH 999009999 WENDY CAMPOS P00448102 5032421447 2021-10-01 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DENNIS PAUL PO BOX 9004 BOULDER CO 80301 903805 0 X HTTPS://WWW.ELEVATIONSCU.COM/FOUNDATION X 2010 CO WE CREATE OPPORTUNITIES FOR A BETTER COMMUNITY. 12 4 3 20 0 0 579638 864572 0 0 16652 24888 -15111 -1301 581179 888159 150865 332950 0 0 79161 187108 0 0 79171 58035 42704 288061 562762 293118 325397 1209862 1636556 20329 23728 1189533 1612828 WE CREATE OPPORTUNITIES FOR A BETTER COMMUNITY. 0 0 61458 39500 FUNDING OF $39,500 IN SCHOLARSHIPS TO 16 DESERVING STUDENTS. 315468 293450 SUPPORT WAS GIVEN TO VARIOUS ORGANIZATIONS WHICH BENEFIT THE LOCAL COMMUNITY. 376926 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X CARROLL BEACH 3034434672 PO BOX 9004 BOULDER CO 80301 DENNIS PAUL CHAIR 1.00 40.00 X X 0 206688 15984 AUDREY DEBARROS VICE CHAIR 1.00 X X 0 0 0 CARROLL BEACH TREASURER 1.00 6.00 X X 0 35000 0 ERIC JONES TREASURER (THROUGH MAY 2020) 1.00 6.00 X X 0 0 0 DIANA HUTCHINSON SECRETARY 1.00 X X 0 0 0 GERRY AGNES DIRECTOR 1.00 40.00 X 0 1034903 553619 PETE DUPRE DIRECTOR 1.00 40.00 X 0 617247 140859 TAMMY TAYLOR DIRECTOR 1.00 40.00 X 0 608391 132540 DON CHEYNE DIRECTOR 1.00 8.00 X 0 40000 0 CAROL KRISMANN DIRECTOR 1.00 X 0 0 0 BOB BOSCOLA DIRECTOR 1.00 X 0 0 0 GYTIS TUMINAS DIRECTOR 1.00 40.00 X 0 150109 12727 SARAH SCHUPP DIRECTOR 1.00 40.00 X 0 208359 9919 PHIL FERRANTE-ROSENBERRY EXECUTIVE DIRECTOR (THROUGH SEPT 2020) 40.00 X 131659 0 0 ERIC LENTZ EXECUTIVE DIRECTOR 40.00 X 9135 0 0 140794 2900697 865648 1 0 1 0 0 45713 457547 361312 864572 24888 24888 14345 45713 15646 -1301 -1301 888159 0 0 23587 293450 293450 39500 39500 140793 28159 56317 56317 32858 6572 13143 13143 13457 2691 5383 5383 2725 2725 5054 5054 9261 9261 6636 6636 12317 6332 5351 634 2729 2729 3982 222 66 3694 562762 376926 106665 79171 225344 207516 14833 21306 6617 7128 963068 1400606 1209862 1636556 7829 7478 12500 16250 20329 23728 X 211007 187229 978526 1425599 1189533 1612828 1209862 1636556 325397 97898 0 X 0 1 X 1 0 X 359418 487501 268660 579638 864572 2559789 359418 487501 268660 579638 864572 2559789 1523613 1036176 2778 7432 15839 16652 24888 67589 2627378 89650 0.39440 0.35910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 972726 350000 112847 21174 1414399 584276 300000 103782 15332 972726 640298 -46219 9803 584276 386623 258350 60310 64985 640298 183515 200000 11052 6126 1818 386623 1.00000 0 0 0 X PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT IS TO ACT AS AN INVESTMENT FUND FROM WHICH THE FOUNDATION MAKES PERIODIC WITHDRAWALS INTO ITS ANNUAL OPERATING BUDGET. PART X, LINE 2: THE FOUNDATION IS STATE AND FEDERALLY TAX-EXEMPT UNDER THE INTERNAL REVENUE CODE 501(C)(3), EXCEPT TO THE EXTENT OF UNRELATED BUSINESS INCOME. TAXES FROM THE FOUNDATION'S UNRELATED BUSINESS INCOME WOULD BE IMMATERIAL AND HAVE NOT BEEN RELECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. GOLF TOURNAMENT 43231 28886 14345 14345 946 BASKET AUCTION & PANCAKES 16827 16827 355 60058 45713 14345 14345 1301 15646 -1301 1 UNITED WAY OF LARIMER 525 W OAK STREET STE 101 FORT COLLINS CO 80521 846031503 501(C)(3) 107975 COVID-19 ASSISTANCE COMMUNITY FOUNDATION OF BOULDER COUNTY 1123 SPRUCE STREET BOULDER CO 80302 841171836 501(C)(3) 81250 COVID-19 ASSISTANCE UC HEALTH NORTHERN COLORADO FOUNDATION 2315 E HARMONY RD SUITE 200 FORT COLLINS CO 80528 741894581 501(C)(3) 12500 COVID-19 ASSISTANCE BROOMFIELD COMMUNITY FOUNDATION 26 GARDEN CENTER SUITE 2 BROOMFIELD CO 80020 841246756 501(C)(3) 12500 COVID-19 ASSISTANCE WESTMINSTER LEGACY FOUNDATION 4800 W 92ND AVE WESTMINSTER CO 80031 841576476 501(C)(3) 12500 COVID-19 ASSISTANCE COMMUNITY FOUNDATION OF NORTHERN COLORADO 4745 WHEATON DR FORT COLLINS CO 80525 840699243 501(C)(3) 12500 COVID-19 ASSISTANCE BOULDER COMMUNITY HEALTH FOUNDATION PO BOX 19320 BOULDER CO 80308 840772664 501(C)(3) 12500 COVID-19 ASSISTANCE LONGMONT COMMUNITY FOUNDATION 636 COFFMAN ST STE 203 LONGMONT CO 80501 463894713 501(C)(3) 6250 COVID-19 ASSISTANCE RISE AGAINST SUICIDE 603 S PUBLIC RD LAFAYETTE CO 80026 273029987 501(C)(3) 6000 GENERAL OPERATIONS 9 0 EDUCATIONAL SCHOLARSHIPS 16 39500 PART I, LINE 2: ALL GRANTS REQUIRE A WRITTEN APPLICATION. ORGANIZATIONS RECEIVING GRANTS ARE REVIEWED AND RESEARCHED BY THE BOARD OF DIRECTORS. INFORMATION REVIEWED INCLUDES FINANCIAL STATEMENTS AND PRIOR FORM 990 FILINGS. THE FOUNDATION GAVE GRANTS TO ORGANIZATIONS TOTALING $30,000 IN 2020. X 0 1 0 0 0 0 0 0 0 GERRY AGNES DIRECTOR 0 698908 0 335995 0 0 0 541707 0 11912 0 1588522 0 0 PETE DUPRE DIRECTOR 0 360626 0 256621 0 0 0 133140 0 7719 0 758106 0 0 TAMMY TAYLOR DIRECTOR 0 352847 0 255544 0 0 0 122995 0 9545 0 740931 0 0 DENNIS PAUL CHAIR 0 163503 0 43185 0 0 0 8333 0 7651 0 222672 0 0 SARAH SCHUPP DIRECTOR 0 175200 0 33159 0 0 0 8342 0 1577 0 218278 0 0 GYTIS TUMINAS DIRECTOR 0 124184 0 25925 0 0 0 6122 0 6605 0 162836 0 0 PART I, LINE 4B ELEVATIONS CREDIT UNION, A RELATED ORGANIZATION TO ELEVATIONS FOUNDATION INC, HAS ENTERED INTO 457(F) DEFERRED COMPENSATION AGREEMENTS WITH CERTAIN SENIOR EXECUTIVES OF THE CREDIT UNION. DURING 2020, THE FOLLOWING BENEFITS WERE ACCRUED: GERRY AGNES: $2,455,551 PETE DUPRE: $415,945 TAMMY TAYLOR: $288,287 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY A CPA FIRM. PRIOR TO FILING, THE FORM 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS. AFTER REVIEW AND APPROVAL BY THE BOARD TREASURER, THE FORM 990 IS THEN FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD OF DIRECTORS REVIEWS THE CONFLICT OF INTEREST POLICY. EACH DIRECTOR THEN SIGNS A CODE OF CONDUCT/CONFLICT OF INTEREST DISCLOSURE STATING THAT THEY UNDERSTAND THE POLICIES AND WILL REPORT ANY POTENTIAL CONFLICTS OR VIOLATIONS TO THE CHAIR OF THE BOARD. ANYONE WITH A CONFLICT OF INTEREST DOES NOT PARTICIPATE IN ANY DELIBERATIONS OR VOTE ON THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE ELEVATIONS CREDIT UNION PEOPLE DEPARTMENT PERFORMED A COMPENSATION COMPARABILITY DATA STUDY FOR THE FOUNDATION'S EXECUTIVE DIRECTOR POSITION FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ELEVATIONS CREDIT UNION PO BOX 9004 BOULDER CO 80301 840459116 PROMOTE THRIFT AND PROVIDE LOWER COST CREDIT TO MEMBERS OF THE CREDIT CO 501(C)(14) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0