2020-08-25T12:13:59-05:00 2019-12-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1200 PORTLAND OR 97205 990 2019-01-01 273484142 ELEVATIONS FOUNDATION INC ELEV 3034434672 PO BOX 9004 BOULDER CO 80301 CARROLL BEACH TREASURER 3034434672 2020-08-20 1 WENDY CAMPOS P00448102 5032421447 2020-08-20 104.255.16.238 2020-08-20 08:34:44 MD P 2402042C0C30ECEE0D60220AB551AAF14842886C 794856F77D80C61DE78743BDB3D2DAA753D74C24 2019 2020-11-19 02:30:22Z AUDREY DEBARROS PO BOX 9004 BOULDER CO 80301 613919 0 X HTTPS://WWW.ELEVATIONSCU.COM/FOUNDATION X 2010 CO WE CREATE OPPORTUNITIES FOR A BETTER COMMUNITY. 11 11 1 25 0 0 268660 579638 0 0 15839 16652 -12602 -15111 271897 581179 173810 150865 0 0 0 79161 0 0 44708 35041 58035 208851 288061 63046 293118 807335 1209862 7526 20329 799809 1189533 WE CREATE OPPORTUNITIES FOR A BETTER COMMUNITY. 0 0 92515 84250 FUNDING OF $84,250 IN SCHOLARSHIPS TO 33 DESERVING STUDENTS. 78003 66615 SUPPORT WAS GIVEN TO VARIOUS ORGANIZATIONS WHICH BENEFIT THE LOCAL COMMUNITY. 170518 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 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 SECRETARY 1.00 X X 0 172123 14179 ERIC JONES TREASURER 1.00 6.00 X X 0 39697 1877 DON CHEYNE VICE CHAIR 1.00 8.00 X X 0 37824 0 AUDREY DEBARROS CHAIR 1.00 X X 0 0 0 GERRY AGNES DIRECTOR 1.00 40.00 X 0 964616 553506 PETE DUPRE DIRECTOR 1.00 40.00 X 0 397099 140539 TAMMY TAYLOR DIRECTOR 1.00 40.00 X 0 366941 132266 CARROLL BEACH DIRECTOR 1.00 6.00 X 0 38809 0 CAROL KRISMANN DIRECTOR 1.00 X 0 0 0 BOB BOSCOLA DIRECTOR 1.00 X 0 0 0 DIANA HUTCHINSON DIRECTOR 1.00 X 0 0 0 PHIL FERRANTE-ROSENBERRY EXECUTIVE DIRECTOR 40.00 X 72500 88402 6661 72500 2105511 849028 0 0 1 0 0 64525 433391 81722 579638 16652 16652 17629 64525 32740 -15111 -15111 581179 0 0 1541 66615 66615 84250 84250 79161 15833 31664 31664 747 747 4988 4988 6262 6262 1291 1291 10781 10781 1795 359 718 718 2613 2613 GENERAL FUNDRAISING 12094 12094 COMMUNITY OUTREACH 7958 7958 MEMBERSHIP 575 575 8931 3461 5238 232 288061 170518 72835 44708 214313 225344 14833 8747 6617 584275 963068 807335 1209862 7526 20329 7526 20329 X 197534 211007 602275 978526 799809 1189533 807335 1209862 X 293118 94106 2500 X 0 0 0 X 115405 359418 487501 268660 579638 1810622 115405 359418 487501 268660 579638 1810622 1143986 666636 3082 2778 7432 15839 16652 45783 1856405 75305 0.35910 0.38190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 584276 300000 103782 15332 972726 640298 -46219 9803 584276 386623 258350 60310 64985 640298 183515 200000 11052 6126 1818 386623 195339 -2914 7012 1898 183515 1.00000 0 0 0 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. GOLF TOURNAMENT 71815 54186 17629 18813 13572 BASKET AUCTION & PANCAKES 10339 10339 355 82154 64525 17629 18813 13927 32740 -15111 1 EDUCATIONAL SCHOLARSHIPS 33 84250 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 $66,615 IN 2019; HOWEVER, THERE WERE NO GRANTS OVER $5,000. X 0 1 0 0 0 0 0 0 0 DENNIS PAUL SECRETARY 0 158134 0 13989 0 0 0 6979 0 7200 0 186302 0 0 GERRY AGNES DIRECTOR 0 654803 0 309813 0 0 0 541507 0 11999 0 1518122 0 0 PETE DUPRE DIRECTOR 0 338830 0 58269 0 0 0 132940 0 7599 0 537638 0 0 TAMMY TAYLOR DIRECTOR 0 327066 0 39875 0 0 0 122795 0 9471 0 499207 0 0 PHIL FERRANTE-ROSENBERRY EXECUTIVE DIRECTOR 0 88402 72500 0 0 0 0 0 6661 0 79161 88402 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 2019, THE FOLLOWING BENEFITS WERE ACCRUED: GERRY AGNES: $1,925,244 PETE DUPRE: $294,205 TAMMY TAYLOR: $176,692 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. 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