2020-11-04T12:33:37-06:00 2019-12-31 840930288 BROCK AND COMPANY CPAS PC 900 S MAIN STREET SUITE 200 LONGMONT CO 80501 990 2019-01-01 463894713 THE LONGMONT COMMUNITY FOUNDATION LONG 3036786555 636 COFFMAN STREET NO 203 LONGMONT CO 80501 ERIC HOZEMPA EXECUTIVE DIRECTOR 3036786555 2020-10-27 1 KEVIN RICKMAN P01240896 3037762160 104.153.159.90 2020-10-27 15:52:43 MD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2019 2021-01-29 14:40:06Z ERIC HOZEMPA 636 COFFMAN STREET NO 203 LONGMONT CO 80501 26287081 0 X WWW.LONGMONTFOUNDATION.ORG X 2013 CO IMPROVING LIFE IN THE ST. VRAIN VALLEY THROUGH PHILANTHROPY AND CHARITABLE LEADERSHIP 15 15 3 55 0 0 1957531 2400463 17570 37800 650708 1403128 0 0 2625809 3841391 1005581 3055837 0 0 130652 139886 0 0 30718 212217 193314 1348450 3389037 1277359 452354 13111172 18985253 933802 5601704 12177370 13383549 IMPROVING LIFE IN THE ST. VRAIN VALLEY THROUGH PHILANTHROPY AND CHARITABLE LEADERSHIP 0 0 3270962 3055837 37800 THE LONGMONT COMMUNITY FOUNDATION IMPROVES THE LIVES OF THOSE IN THE ST. VRAIN VALLEY THROUGH PHILANTHROPY AND CHARITABLE LEADERSHIP. ANNUALLY, THE FOUNDATION PROVIDES MORE THAN $1 MILLION IN GRANTS TO CHARITABLE ORGANIZATIONS AND OVER $130,000 IN SCHOLARSHIPS TO STUDENTS PURSUING TRADE/VOCATIONAL CAREERS OR TWO OR FOUR YEAR COLLEGE EDUCATIONS. EACH YEAR, THE LIVE & GIVE LONGMONT FUND (A PERMANENT SOURCE OF FUNDING TO THE COMMUNITY) PROVIDES SUPPORT TO NONPROFITS IN 7 KEY PROGRAM AREAS. THESE INCLUDE: EDUCATION, HUMAN SERVICES, HEALTH, ANIMALS, ARTS, CIVIC, AND ENVIRONMENT. 3270962 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 3 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X THE ORGANIZATION 3036786555 636 COFFMAN STREET NO 203 LONGMONT CO 80501 DALE BERNARD PRESIDENT 3.00 X X 0 0 0 MONICA BALDWIN VICE PRESIDENT 3.00 X X 0 0 0 SAM NAPP TREASURER 3.00 X X 0 0 0 DONALD ALSPAUGH SECRETARY 3.00 X X 0 0 0 MATT ZAVALA IMMEDIATE PAST PRESIDENT 2.00 X 0 0 0 JOHN CALDWELL TRUSTEE 2.00 X 0 0 0 VIRGINIA DUTKIN TRUSTEE 2.00 X 0 0 0 LYNNE HARKNESS TRUSTEE 2.00 X 0 0 0 JAN KANEMOTO TRUSTEE 2.00 X 0 0 0 BRIAN LAARTZ TRUSTEE 2.00 X 0 0 0 SONIA MARRERO TRUSTEE 2.00 X 0 0 0 ELIBERTO MENDOZA TRUSTEE 2.00 X 0 0 0 SUSAN SHIRLEY TRUSTEE 2.00 X 0 0 0 JAKE VAN KESSEL TRUSTEE 2.00 X 0 0 0 ROY WHITE TRUSTEE 2.00 X 0 0 0 ERIC HOZEMPA EXECUTIVE DIRECTOR 40.00 X 86183 0 0 86183 0 0 0 0 0 0 0 2400463 2400463 MANAGEMENT FEES 900099 35185 35185 2615 2615 37800 153106 153106 23695712 22445690 1250022 1250022 1250022 3841391 37800 0 1403128 2925715 2925715 130122 130122 86183 64637 8618 12928 28839 21630 2884 4325 4013 3010 401 602 11392 8543 1140 1709 9459 7094 946 1419 162 162 11500 11500 50209 50209 9212 9212 7379 4427 2952 815 571 162 82 20326 20326 40357 30268 4035 6054 2856 1999 571 286 1919 1439 192 288 MISCELLANEOUS EXPENSES 32305 19384 11307 1614 PROFESSIONAL DEVELOPMEN 6948 6948 DUES AND SUBSCRIPTIONS 5327 5327 TELEPHONE AND INTERNET 2171 543 217 1411 1828 1371 457 3389037 3270962 87357 30718 810315 241713 1312025 20129 2000 2516 7320 10986316 18714091 13111172 18985253 7272 7333 2402 55000 924128 5539371 933802 5601704 X 8523349 8125095 3654021 5258454 12177370 13383549 13111172 18985253 452354 753825 0 X X 0 1 X 1 0 X 1203555 2216203 1368246 1957531 2400463 9145998 12628 16279 16196 17570 37800 100473 1216183 2232482 1384442 1975101 2438263 9246471 811382 1609202 644782 1090040 658931 4814337 0 811382 1609202 644782 1090040 658931 4814337 4432134 110530 140008 197785 248591 153106 850020 110530 140008 197785 248591 153106 850020 1326713 2372490 1582227 2223692 2591369 10096491 0.43900 0.08420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 131 832648 805146 7952643 1 1 3674090 1190178 812369 306546 84188 5285903 4139621 140584 -242032 281799 82284 3674090 3644771 150689 626198 188200 93837 4139621 3686964 31783 189669 189990 73655 3644771 3936180 100879 -57961 216587 75547 3686964 0.00520 0.99480 0 0 0 ASSETS HELD FOR AGENCY FUNDS 5539371 5539371 X 4595216 753825 753825 3841391 0 3841391 3389037 0 3389037 0 3389037 PART X, LINE 2: FOR UNCERTAIN TAX POSITIONS, THE FOUNDATION USES A MORE-LIKELY-THAN-NOT RECOGNITION CRITERIA BEFORE AND SEPARATE FROM THE MEASUREMENT OF A TAX POSITION. THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT EFFECTS OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT, BASED ON THE TECHNICAL MERITS, THAT THE POSITION WILL BE SUSTAINED UPON EXAMINATION. WITH RESPECT TO THE FOUNDATION, THIS WOULD PRIMARILY RELATE TO THE DETERMINATION OF UNRELATED BUSINESS TAXABLE INCOME, AND TO THE MAINTENANCE OF ITS TAX EXEMPT STATUS. MANAGEMENT HAS EVALUATED THE POLICIES AND PROCEDURES THAT HAVE BEEN IMPLEMENTED TO PROVIDE ASSURANCE THAT INCOME IS PROPERLY CHARACTERIZED AND ACTIVITIES THAT JEOPARDIZE ITS TAX EXEMPT STATUS ARE WITHIN LIMITS ESTABLISHED UNDER EXISTING TAX CODE AND REGULATIONS. MANAGEMENT HAS DETERMINED THE EFFECTS OF UNCERTAIN TAX POSITIONS ARE NOT MATERIAL TO THE FOUNDATION FOR RECOGNITION OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS AND, ACCORDINGLY, NO INCOME TAX LIABILITY HAS BEEN RECORDED FOR UNCERTAIN INCOME TAX POSITIONS IN THE ACCOMPANYING FINANCIAL STATEMENTS. 1 ALIGN SCIENCES 420 21ST AVE SUITE 100 LONGMONT CO 80501 832454272 25000 BOOK PROGRAM SUPPORT AMERICAN RED CROSS - MILE HIGH CHAPTER 444 SHERMAN STREET DENVER CO 80203 530196605 501(C)(3) 20000 BOOK PROGRAM SUPPORT A WOMAN'S WORK INC PO BOX 817 LONGMONT CO 80502 208078513 501(C)(3) 14926 BOOK PROGRAM SUPPORT BLUE SKY BRIDGE (CHILD AND FAMILY ADVOCACY PROGRAM) PO BOX 19122 BOULDER CO 80308 841305384 501(C)(3) 6000 BOOK PROGRAM SUPPORT BORN TO READ CO FIRST CONGREGATIONAL UNITED CHURCH OF CHRIST 1500 9TH AVENUE LONGMONT CO 80501 840477919 501(C)(3) 5966 BOOK PROGRAM SUPPORT BOULDER VALLEY UNITARIAN UNIVERSALIST FELLOWSHIP 1251 CERES DR LAFAYETTE CO 80026 742422895 501(C)(3) 1679810 BOOK PROGRAM SUPPORT CALMING KIDS 4750 QUAIL CREEK LN BOULDER CO 80301 510425033 501(C)(3) 7500 BOOK PROGRAM SUPPORT COLORADO STATE UNIVERSITY 103 ADMINISTRATION ANNEX FORT COLLINS CO 80523 846000545 501(C)(3) 16500 BOOK PROGRAM SUPPORT CULTIVATE BOULDER COUNTY RSVP BOARD INC 6325 GUNPARK DR 8 BOULDER CO 80301 840769724 501(C)(3) 5900 BOOK PROGRAM SUPPORT DORDT COLLEGE 498 4TH AVE NE SIOUX CENTER IL 51250 420772559 501(C)(3) 10000 BOOK PROGRAM SUPPORT YMCA 950 LASHLEY STREET LONGMONT CO 80504 841129504 501(C)(3) 7500 BOOK PROGRAM SUPPORT EL COMITE DE LONGMONT INC 455 KIMBARK STREET LONGMONT CO 80501 840867626 501(C)(3) 6000 BOOK PROGRAM SUPPORT EMMANUEL'S BREAD 5450 LINCOLN HIGHWAY CRESTLINE OH 44827 811347674 501(C)(3) 15000 BOOK PROGRAM SUPPORT ENTREPRENEURSHIP FOR ALL INC 175 CABOT STREET SUITE 100 WANNALANCIT MILL LOWELL MA 01854 471858182 501(C)(3) 10000 BOOK PROGRAM SUPPORT FIREHOUSE ARTS CENTER 667 FOURTH AVENUE LONGMONT CO 80501 742380475 501(C)(3) 5283 BOOK PROGRAM SUPPORT FRIENDS OF THE LONGMONT MUSEUM 400 QUAIL ROAD LONGMONT CO 80501 841017335 501(C)(3) 5500 BOOK PROGRAM SUPPORT GEORGETOWN UNIVERSITY 2115 WISCONSIN AVENUE NW SUITE 500 WASHINGTON DC 20007 530196603 501(C)(3) 25000 BOOK PROGRAM SUPPORT HOLY FAMILY HIGH SCHOOL 5195 WEST 144TH AVENUE BROOMFIELD CO 80023 841490222 501(C)(3) 15000 BOOK PROGRAM SUPPORT HOPE - HOMELESS OUTREACH PROVIDING ENCOURAGEMENT PO BOX 756 LONGMONT CO 80502 711033219 501(C)(3) 8393 BOOK PROGRAM SUPPORT I HAVE A DREAM FOUNDATION OF BOULDER COUNTY 5390 MANHATTAN CIRCLE 200 BOULDER CO 80303 841150542 501(C)(3) 6550 BOOK PROGRAM SUPPORT IMAGINE FOUNDATION - DEVELOPMENT DISABILITY CENTER 1400 DIXON AVENUE LAFAYETTE CO 80026 840526620 501(C)(3) 7500 BOOK PROGRAM SUPPORT INN BETWEEN OF LONGMONT THE 515 KIMBARK SUITE 107 LONGMONT CO 80501 841476894 501(C)(3) 15000 BOOK PROGRAM SUPPORT INTERCAMBIO DE COMUNIDADES 4735 WALNUT STREET SUITE B BOULDER CO 80301 200078381 501(C)(3) 10452 BOOK PROGRAM SUPPORT INTERNATIONAL DIVING INSTITUTE 2340 AVENUE F NORTH CHARLESTON SC 29405 582282183 501(C)(3) 7000 BOOK PROGRAM SUPPORT JUNIOR ACHIEVEMENT - ROCKY MOUNTAIN INC 1445 MARKET STREET SUITE 200 DENVER CO 80202 840430495 501(C)(3) 5216 BOOK PROGRAM SUPPORT KATHERINE AND CHARLES HOVER GREEN HOUSES INC 1425 BELMONT DRIVE LONGMONT CO 80503 811408810 501(C)(3) 14736 BOOK PROGRAM SUPPORT LIFEBRIDGE CHRISTIAN CHURCH 10345 UTE HIGHWAY LONGMONT CO 80501 840463390 501(C)(3) 21000 BOOK PROGRAM SUPPORT LONGMONT COMMUNITY JUSTICE PARTNERSHIP 528 MAIN STREET LONGMONT CO 80501 841291133 501(C)(3) 11474 BOOK PROGRAM SUPPORT LONGMONT FOOD RESCUE 708 BLUEGRASS DR LONGMONT CO 80503 814920478 501(C)(3) 8500 BOOK PROGRAM SUPPORT LONGMONT HUMANE SOCIETY 9595 NELSON ROAD LONGMONT CO 80501 840645455 501(C)(3) 6400 BOOK PROGRAM SUPPORT LONGMONT MEALS ON WHEELS INC 910 LONGS PEAK AVENUE LONGMONT CO 80501 840590979 501(C)(3) 11600 BOOK PROGRAM SUPPORT LONGMONT SYMPHONY ORCHESTRA PO BOX 74 LONGMONT CO 80502 840611954 501(C)(3) 6500 BOOK PROGRAM SUPPORT LONGMONT UNITED HOSPITAL 1950 W MOUNTAIN VIEW AVENUE LONGMONT CO 80501 840460697 501(C)(3) 103800 BOOK PROGRAM SUPPORT LONGMONT UNITED HOSPITAL FOUNDATION 1950 MOUNTAIN VIEW AVE LONGMONT CO 80501 840852084 501(C)(3) 154344 BOOK PROGRAM SUPPORT LONGS PEAK HOSPITAL FOUNDATION 1750 E KEN PRATT BLVD LONGMONT OH 80504 821613059 501(C)(3) 7500 BOOK PROGRAM SUPPORT LONGS PEAK UNITED METHODIST CHURCH 1421 ELMHURST DRIVE LONGMONT CO 80503 840847320 501(C)(3) 11135 BOOK PROGRAM SUPPORT MAYO CLINIC 13400 EAST SHEA BLVD SCOTTSDALE AZ 85259 860800150 501(C)(3) 6500 BOOK PROGRAM SUPPORT MOUNTAIN STATES CHILDREN'S HOME 14780 N 107TH LONGMONT CO 80504 840516736 501(C)(3) 15250 BOOK PROGRAM SUPPORT THE OUR CENTER 220 COLLYER STREET LONGMONT CO 80501 742448346 501(C)(3) 77890 BOOK PROGRAM SUPPORT PONDERINGS LLC 1170 IMPALA TRAIL BAILEY CO 80421 743032676 6000 BOOK PROGRAM SUPPORT RED CLOUD INDIAN SCHOOL 100 MISSION DRIVE PINE RIDGE INDIAN RESE SD 57770 460275071 501(C)(3) 12000 BOOK PROGRAM SUPPORT SAFE SHELTER OF ST VRAIN VALLEY PO BOX 231 LONGMONT CO 80502 840781353 501(C)(3) 24750 BOOK PROGRAM SUPPORT SEEDS OF HOPE OF NORTHERN COLORADO INC 31300 SOUTH STEELE STREET DENVER CO 80210 821844617 501(C)(3) 20000 BOOK PROGRAM SUPPORT SKYLINE HIGH SCHOOL 600 E MOUNTAIN VIEW AVE LONGMONT CO 80501 846014380 501(C)(3) 10859 BOOK PROGRAM SUPPORT ST STEPHEN'S EPISCOPAL CHURCH 1303 S BROSS LANE LONGMONT CO 80501 846038220 501(C)(3) 8100 BOOK PROGRAM SUPPORT THE BAHAMAS RED CROSS SOCIETY 430 17TH ST NW WASHINGTON DC 20006 530196605 501(C)(3) 10000 BOOK PROGRAM SUPPORT TLC LEARNING CENTER 611 KORTE PARKWAY LONGMONT CO 80501 840523717 501(C)(3) 11199 BOOK PROGRAM SUPPORT UCC CHURCH OF LONGMONT 1500 9TH AVE LONGMONT CO 80501 840477919 501(C)(3) 277697 BOOK PROGRAM SUPPORT UNIVERSITY OF COLORADO FOUNDATION 369 UCB BOULDER CO 80309 846049811 501(C)(3) 25000 BOOK PROGRAM SUPPORT UNIVERSITY OF NORTHERN COLORADO CARTER HALL 1005 CAMPUS BOX 33 GREELEY CO 80639 846000546 501(C)(3) 8300 BOOK PROGRAM SUPPORT UNIVERSITY OF WYOMING 1000 E UNIVERSITY AVE LARAMIE CO 82071 836000331 501(C)(3) 15000 BOOK PROGRAM SUPPORT VISIT LONGMONT 512 4TH STREET SUITE 103 LONGMONT CO 805015510 262608100 501(C)(3) 77500 BOOK PROGRAM SUPPORT WILD PLUM CENTER FOR YOUNG CHILDREN AND FAMILIES 82 21ST AVE SUITE B LONGMONT CO 80501 474709774 501(C)(3) 7141 BOOK PROGRAM SUPPORT 51 SCHOLARSHIPS 36 130122 PART I, LINE 2: GRANT REPORTS ARE SUBMITTED TO THE FOUNDATION FOR REVIEW AS TO THE USE OF THE GRANT FUNDS AND TO ENSURE COMPLIANCE WITH THE TERMS OF ANY GRANT AGREEMENT. THE NONPROFIT'S INFORMATION IS OBTAINED FROM GUIDESTAR.ORG TO DETERMINE THEIR 501(C)(3) STATUS. IF THE NONPROFIT'S INFORMATION CANNOT BE FOUND ON GUIDESTAR, THE FOUNDATION REQUESTS THE IRS TAX NUMBER (EIN) VERIFIED BY A COPY OF THEIR 501(C)(3) TAX DETERMINATION LETTER. GRANTEES ARE REQUIRED TO SUBMIT A WRITTEN FINAL REPORT THAT IS REVIEWED BY THE FOUNDATION STAFF AND GRANTS COMMITTEE. GRANTEES THAT FAIL TO SUBMIT A FINAL REPORT ARE NOT ELIGIBLE TO REAPPLY FOR FUNDING UNTIL THE REPORT HAS BEEN SUBMITTED. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT OF THE FORM 990 IS PROVIDED TO MANAGEMENT AND THE TRUSTEES FOR THEIR REVIEW. ALL QUESTIONS AND COMMENTS ARE COMMUNICATED AND RESOLVED BY THE EXECUTIVE DIRECTOR PRIOR TO FINALIZING AND FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION PRESENTS THE POLICY TO ALL TRUSTEES ON AN ANNUAL BASIS AND MONITORS ANY CONFLICTS THROUGHOUT THE YEAR. TRUSTEES EXCUSE THEMSELVES FROM MEETINGS IF THERE IS A POTENTIAL CONFLICT AND THIS IS DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS RESEARCHED BY THE EXECUTIVE COMMITTEE ANNUALLY WITH THE USE OF SALARY SURVEYS. THE BOARD THEN APPROVES PROPOSED COMPENSATION DURING APPROVAL OF THE ANNUAL BUDGET. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON WRITTEN REQUEST RECEIVED AT ORGANIZATION'S OFFICE VIA POSTAL MAIL OR E-MAIL. AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE OR UPON WRITTEN REQUEST RECEIVED AT ORGANIZATION'S OFFICE VIA POSTAL MAIL OR E-MAIL. FORM 990, PART XII, LINE 2C: THE LONGMONT COMMUNITY FOUNDATION HAS AN AUDIT COMMITTEE TO PROVIDE OVERSIGHT OF FINANCIAL REPORTING PROCESSES AND THE SELECTION OF AN INDEPENDENT EXTERNAL AUDITOR. AUDIT FIRMS ARE SELECTED THROUGH AN RFP PROCESS EVERY THREE YEARS. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.