ELEVATIONS FOUNDATION INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ELEVATIONS FOUNDATION INC (EIN 27-3484142)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-25
- IRS object ID
- 202002389349300630
- Schema version
- 2019v5.1
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-25T12:13:59-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 805 SW BROADWAY STE 1200 | AddressLine1Txt |
| City | PORTLAND | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 97205 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 273484142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELEVATIONS FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ELEV | BusinessNameControlTxt |
| Phone | 3034434672 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9004 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80301 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARROLL BEACH | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3034434672 | PhoneNum |
| Signature | 2020-08-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WENDY CAMPOS | PreparerPersonNm |
| PTIN | P00448102 | PTIN |
| Phone | 5032421447 | PhoneNum |
| Preparation | 2020-08-20 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 104.255.16.238 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-20 | IPDt |
| IP Tm | 08:34:44 | IPTm |
| IP Timezone | MD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2402042C0C30ECEE0D60220AB551AAF14842886C | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 794856F77D80C61DE78743BDB3D2DAA753D74C24 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | AUDREY DEBARROS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9004 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $613,919 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://WWW.ELEVATIONSCU.COM/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | WE CREATE OPPORTUNITIES FOR A BETTER COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $268,660 | PYContributionsGrantsAmt |
| CY Contributions Grants | $579,638 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $15,839 | PYInvestmentIncomeAmt |
| CY Investment Income | $16,652 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$12,602 | PYOtherRevenueAmt |
| CY Other Revenue | -$15,111 | CYOtherRevenueAmt |
| PY Total Revenue | $271,897 | PYTotalRevenueAmt |
| CY Total Revenue | $581,179 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $173,810 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $150,865 | 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 | $79,161 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $44,708 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $35,041 | PYOtherExpensesAmt |
| CY Other Expenses | $58,035 | CYOtherExpensesAmt |
| PY Total Expenses | $208,851 | PYTotalExpensesAmt |
| CY Total Expenses | $288,061 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $63,046 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $293,118 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $807,335 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,209,862 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,526 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $20,329 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $799,809 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,189,533 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WE CREATE OPPORTUNITIES FOR A BETTER COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $92,515 | ExpenseAmt |
| Grant | $84,250 | GrantAmt |
| Desc | FUNDING OF $84,250 IN SCHOLARSHIPS TO 33 DESERVING STUDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $78,003 | ExpenseAmt |
| Grant | $66,615 | GrantAmt |
| Desc | SUPPORT WAS GIVEN TO VARIOUS ORGANIZATIONS WHICH BENEFIT THE LOCAL COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $170,518 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | 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 | Yes (1) | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARROLL BEACH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3034434672 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9004 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80301 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| DENNIS PAUL | |||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $172,123 | $14,179 | |
| ERIC JONES | |||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $39,697 | $1,877 | 6.00 |
| DON CHEYNE | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $37,824 | $0 | 8.00 |
| AUDREY DEBARROS | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GERRY AGNES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $964,616 | $553,506 | 40.00 | |
| PETE DUPRE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $397,099 | $140,539 | 40.00 | |
| TAMMY TAYLOR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $366,941 | $132,266 | 40.00 | |
| CARROLL BEACH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $38,809 | $0 | 6.00 | |
| CAROL KRISMANN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB BOSCOLA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANA HUTCHINSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHIL FERRANTE-ROSENBERRY | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $72,500 | $88,402 | $6,661 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $72,500 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,105,511 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $849,028 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $64,525 | FundraisingAmt |
| Related Organizations | $433,391 | RelatedOrganizationsAmt |
| All Other Contributions | $81,722 | AllOtherContributionsAmt |
| Total Contributions | $579,638 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,652 | TotalRevenueColumnAmt |
| Exclusion | $16,652 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $17,629 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $64,525 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $32,740 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,111 | TotalRevenueColumnAmt |
| Exclusion | -$15,111 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $581,179 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,541 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,615 | TotalAmt |
| Program Services | $66,615 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,250 | TotalAmt |
| Program Services | $84,250 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,161 | TotalAmt |
| Program Services | $15,833 | ProgramServicesAmt |
| Management And General | $31,664 | ManagementAndGeneralAmt |
| Fundraising | $31,664 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $747 | TotalAmt |
| Management And General | $747 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,988 | TotalAmt |
| Management And General | $4,988 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,262 | TotalAmt |
| Management And General | $6,262 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,291 | TotalAmt |
| Management And General | $1,291 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,781 | TotalAmt |
| Management And General | $10,781 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,795 | TotalAmt |
| Program Services | $359 | ProgramServicesAmt |
| Management And General | $718 | ManagementAndGeneralAmt |
| Fundraising | $718 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,613 | TotalAmt |
| Management And General | $2,613 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| GENERAL FUNDRAISING | $12,094 | $12,094 | |
| COMMUNITY OUTREACH | $7,958 | $7,958 | |
| MEMBERSHIP | $575 | $575 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,931 | TotalAmt |
| Program Services | $3,461 | ProgramServicesAmt |
| Management And General | $5,238 | ManagementAndGeneralAmt |
| Fundraising | $232 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,061 | TotalAmt |
| Program Services | $170,518 | ProgramServicesAmt |
| Management And General | $72,835 | ManagementAndGeneralAmt |
| Fundraising | $44,708 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,313 | BOYAmt |
| EOY | $225,344 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $14,833 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,747 | BOYAmt |
| EOY | $6,617 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $584,275 | BOYAmt |
| EOY | $963,068 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $807,335 | BOYAmt |
| EOY | $1,209,862 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,526 | BOYAmt |
| EOY | $20,329 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,526 | BOYAmt |
| EOY | $20,329 | 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 | $197,534 | BOYAmt |
| EOY | $211,007 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $602,275 | BOYAmt |
| EOY | $978,526 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $799,809 | BOYAmt |
| EOY | $1,189,533 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $807,335 | BOYAmt |
| EOY | $1,209,862 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $293,118 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $94,106 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,500 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | 0 | FSAuditedInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $115,405 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $359,418 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $487,501 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $268,660 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $579,638 | CurrentTaxYearAmt |
| Total | $1,810,622 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $115,405 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $359,418 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $487,501 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $268,660 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $579,638 | CurrentTaxYearAmt |
| Total | $1,810,622 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,143,986 | SubstantialContributorsTotAmt |
| Public Support Total170 | $666,636 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,082 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,778 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,432 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,839 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,652 | CurrentTaxYearAmt |
| Total | $45,783 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,856,405 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $75,305 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.35910 | PublicSupportCY170Pct |
| Public Support PY170 | 0.38190 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $584,276 | BeginningYearBalanceAmt |
| Contributions | $300,000 | ContributionsAmt |
| Investment Earnings Or Losses | $103,782 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,332 | OtherExpendituresAmt |
| End Year Balance | $972,726 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $640,298 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$46,219 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,803 | OtherExpendituresAmt |
| End Year Balance | $584,276 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $386,623 | BeginningYearBalanceAmt |
| Contributions | $258,350 | ContributionsAmt |
| Investment Earnings Or Losses | $60,310 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $64,985 | OtherExpendituresAmt |
| End Year Balance | $640,298 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $183,515 | BeginningYearBalanceAmt |
| Contributions | $200,000 | ContributionsAmt |
| Investment Earnings Or Losses | $11,052 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,126 | OtherExpendituresAmt |
| Administrative Expenses | $1,818 | AdministrativeExpensesAmt |
| End Year Balance | $386,623 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $195,339 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$2,914 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,012 | OtherExpendituresAmt |
| Administrative Expenses | $1,898 | AdministrativeExpensesAmt |
| End Year Balance | $183,515 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THE PURPOSE OF THE ENDOWMENT IS TO ACT AS AN INVESTMENT FUND FROM WHICH THE FOUNDATION MAKES PERIODIC WITHDRAWALS INTO ITS ANNUAL OPERATING BUDGET. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $71,815 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $54,186 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $17,629 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $18,813 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $13,572 | OtherDirectExpensesEvent1Amt |
| Event2 | BASKET AUCTION & PANCAKES | Event2Nm |
| Gross Receipts Event2 | $10,339 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $10,339 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $355 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $82,154 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $64,525 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $17,629 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $18,813 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,927 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $32,740 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$15,111 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATIONAL SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 33 | RecipientCnt |
| Cash Grant | $84,250 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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 $66,615 IN 2019; HOWEVER, THERE WERE NO GRANTS OVER $5,000. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DENNIS PAUL | ||||||||||||||
| SECRETARY | $0 | $158,134 | $0 | $13,989 | $0 | $0 | $0 | $6,979 | $0 | $7,200 | $0 | $186,302 | $0 | $0 |
| GERRY AGNES | ||||||||||||||
| DIRECTOR | $0 | $654,803 | $0 | $309,813 | $0 | $0 | $0 | $541,507 | $0 | $11,999 | $0 | $1,518,122 | $0 | $0 |
| PETE DUPRE | ||||||||||||||
| DIRECTOR | $0 | $338,830 | $0 | $58,269 | $0 | $0 | $0 | $132,940 | $0 | $7,599 | $0 | $537,638 | $0 | $0 |
| TAMMY TAYLOR | ||||||||||||||
| DIRECTOR | $0 | $327,066 | $0 | $39,875 | $0 | $0 | $0 | $122,795 | $0 | $9,471 | $0 | $499,207 | $0 | $0 |
| PHIL FERRANTE-ROSENBERRY | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $88,402 | $72,500 | $0 | $0 | $0 | $0 | $0 | $6,661 | $0 | $79,161 | $88,402 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4B | FormAndLineReferenceDesc |
| Explanation | 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 2019, THE FOLLOWING BENEFITS WERE ACCRUED: GERRY AGNES: $1,925,244 PETE DUPRE: $294,205 TAMMY TAYLOR: $176,692 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| FORM 990, PART XI, LINE 9: | SCHOLARSHIP GRANT RETURNS 2,500. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELEVATIONS CREDIT UNION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 9004 | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 840459116 | EIN |
| Primary Activities | PROMOTE THRIFT AND PROVIDE LOWER COST CREDIT TO MEMBERS OF THE CREDIT | PrimaryActivitiesTxt |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(14) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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