2019-11-14T12:39:15-06:00 2018-12-31 840930288 BROCK AND COMPANY CPAS PC 900 S MAIN STREET SUITE 200 LONGMONT CO 80501 990 2018-01-01 463894713 THE LONGMONT COMMUNITY FOUNDATION LONG 3036786555 636 COFFMAN STREET NO 203 LONGMONT CO 80501 ERIC HOZEMPA EXECUTIVE DIRECTOR 3036786555 2019-11-12 1 LEE P ACKERMAN P01224102 3037762160 104.153.159.90 2019-11-12 16:20:26 MS P 1B51F56F33F549267E398DF39BBF840C14E5BBB0 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2018 2020-04-17 16:48:07Z ERIC HOZEMPA 636 COFFMAN STREET NO 203 LONGMONT CO 80501 10799317 0 X WWW.LONGMONTFOUNDATION.ORG X 2013 CO IMPROVING LIFE IN THE ST. VRAIN VALLEY THROUGH PHILANTHROPY AND CHARITABLE LEADERSHIP 16 16 4 50 0 0 1368246 1957531 16196 17570 500631 650708 0 0 1885073 2625809 1118809 1005581 0 0 132139 130652 0 0 29759 185065 212217 1436013 1348450 449060 1277359 13130624 13111172 1062062 933802 12068562 12177370 IMPROVING LIFE IN THE ST. VRAIN VALLEY THROUGH PHILANTHROPY AND CHARITABLE LEADERSHIP 0 0 1218491 1005581 16580 THE LONGMONT COMMUNITY FOUNDATION WAS INCORPORATED IN 2013 TO IMPROVE LIFE IN THE ST. VRAIN VALLEY THROUGH PHILANTHROPY AND CHARITABLE LEADERSHIP. THE FOUNDATION RECEIVES GIFTS FROM INDIVIDUALS, FOUNDATIONS, AND ORGANIZATIONS AND PLACES THEM INTO INDIVIDUAL FUNDS THAT MATCH THE GIVING PRIORITIES OF THE DONORS. 1218491 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 1 0 0 0 0 0 0 0 0 1 5 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 KRISTIN M E KOVAL TRUSTEE 2.00 X 0 0 0 SUSAN SHIRLEY 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 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 78876 0 0 78876 0 0 0 0 0 0 0 1957531 271634 1957531 MANAGEMENT FEES 900099 15669 15669 1901 1901 17570 248591 248591 8575625 8172518 990 403107 -990 402117 -990 403107 2625809 16580 0 651698 977301 977301 28280 28280 78876 59157 7888 11831 24296 18222 2430 3644 4548 3411 455 682 14113 10585 1411 2117 8819 6614 882 1323 13500 13500 53761 53761 8937 8937 7260 4356 2904 1853 1297 371 185 35048 35048 38995 29246 3900 5849 4089 2862 818 409 600 600 1124 843 112 169 MISCELLANEOUS FEES 33952 20371 11883 1698 DUES AND SUBSCRIPTIONS 4817 4817 PROFESSIONAL DEVELOPMEN 3468 3468 TELEPHONE AND INTERNET 2849 712 285 1852 1964 1473 491 1348450 1218491 100200 29759 29791 810315 1160266 1312025 20358 2516 0 1590 11916103 10986316 2516 0 13130624 13111172 14571 9674 1047491 924128 1062062 933802 X 9752803 10213884 2315759 1963486 12068562 12177370 13130624 13111172 1277359 -1168551 0 X X 0 1 X 1 0 X 592999 1203555 4284092 1368246 1957531 9406423 592999 1203555 4284092 1368246 1957531 9406423 99327 811382 3677091 644782 1090040 6322622 0 99327 811382 3677091 644782 1090040 6322622 3083801 60462 110530 140008 197785 248591 757376 60462 110530 140008 197785 248591 757376 4048 12628 16279 16196 17570 66721 657509 1326713 4440379 1582227 2223692 10230520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 137 1055353 795267 8875874 1 1 2242028 8069 -130122 113385 43101 1963489 2075102 16643 305809 113151 42375 2242028 2103149 13484 108195 108743 40983 2075102 2258875 52969 -33192 132124 43379 2103149 2307889 107053 32119 123948 2258875 1.00000 0 0 0 ASSETS HELD FOR AGENCY FUNDS 924128 924128 X 2626799 0 2626799 -990 -990 2625809 2517991 1169541 1169541 1348450 0 1348450 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. ALL INCOME TAX YEARS ARE OPEN FOR EXAMINATION. THE 2014 TAX YEAR IS THE INITIAL TAX YEAR FOR THE FOUNDATION. ADDITIONALLY, PENALTIES AND INTEREST MAY BE ASSESSED ON INCOME TAXES THAT ARE DELINQUENT. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF SOFTWARE -990. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED LOSS ON INVESTMENTS 1,168,551. LOSS ON DISPOSAL OF SOFTWARE 990. 1 UNIVERSITY OF COLORADO FOUNDATION 369 UCB BOULDER CO 80309 846049811 501(C)(3) 25000 BOOK PROGRAM SUPPORT ABLE TO SAIL 275 CAYWOOD CT LONGMONT CO 80504 474013234 501(C)(3) 9100 BOOK PROGRAM SUPPORT CROSSROADS SCHOOL 402 KIMBARAK ST LONGMONT CO 80501 271518112 501(C)(3) 6845 BOOK PROGRAM SUPPORT ST VRAIN HISTORICAL SOCIETY PO BOX 705 LONGMONT CO 80502 237122160 501(C)(3) 39350 BOOK PROGRAM SUPPORT TENNYSON CENTER FOR CHILDREN AT COLORADO CHRISTIAN HOME 2950 TENNYSON STREET DENVER CO 80212 611458290 501(C)(3) 25000 BOOK PROGRAM SUPPORT MOUNTAIN STATES CHILDREN'S HOME 14780 N 107TH AVE LONGMONT CO 80504 840516736 501(C)(3) 17170 BOOK PROGRAM SUPPORT COLORADO STATE UNIVERSITY 103 ADMINISTRATION ANNEX FORT COLLINS CO 80523 846000545 501(C)(3) 7250 BOOK PROGRAM SUPPORT LONGMONT COMMUNISTY JUSTICE PARTNERSHIP (DBA TEACHING PEACE) 528 MAIN STREET LONGMONT CO 80501 841291133 501(C)(3) 12950 BOOK PROGRAM SUPPORT OUR CENTER 220 COLLYER STREET LONGMONT CO 80501 742448346 501(C)(3) 76182 BOOK PROGRAM SUPPORT REACH OUT AND READ COLORADO 1660 S ALBION ST SUITE 905 DENVER CO 80222 861172160 501(C)(3) 7500 BOOK PROGRAM SUPPORT NATURE HEALS 746 8TH AVE LONGMONT CO 80501 814028612 501(C)(3) 7500 BOOK PROGRAM SUPPORT FIRST CONGREGATIONAL UNITED CHURCH OF CHRISTS 1500 9TH AVENUE LONGMONT CO 80501 840477919 501(C)(3) 10030 BOOK PROGRAM SUPPORT HOPE - HOMELESS OUTREACH PROVIDING ENCOURAGEMENT PO BOX 222 LONGMONT CO 80502 711033219 501(C)(3) 8950 BOOK PROGRAM SUPPORT CENTRAL ELEMENTARY SCHOOL 1020 4TH AVENUE LONGMONT CO 80501 7500 BOOK PROGRAM SUPPORT OUR CHILDREN'S TRUST PO BOX 5181 EUGENE OR 97405 273094382 501(C)(3) 7587 BOOK PROGRAM SUPPORT BOULDER COUNTY FAIR LIVESTOCK SHOW AND RODEO 9595 NELSON ROAD LONGMONT CO 80501 841496078 501(C)(3) 6250 BOOK PROGRAM SUPPORT FIRST UNITED METHODIST CHURCH 350 11TH AVENUE LONGMONT CO 80501 840444737 501(C)(3) 8000 BOOK PROGRAM SUPPORT COMMISSION TO EVERY NATION PO BOX 291307 KERRVILLE TX 78029 742730294 501(C)(3) 5750 BOOK PROGRAM SUPPORT ALTERNATIVES FOR YOUTH 11172 HURON ST NORTHGLENN CO 80234 841012293 501(C)(3) 8050 BOOK PROGRAM SUPPORT ATTENTION INC 1443 SPRUCE STREET BOULDER CO 80302 840571145 501(C)(3) 8300 BOOK PROGRAM SUPPORT SAFE SHELTER OF ST VRAIN VALLEY PO BOX 231 LONGMONT CO 80502 840781353 501(C)(3) 7300 BOOK PROGRAM SUPPORT CALVARY BIBLE EVANGELICAL FREE CHURCH 3245 KALMIA AVENUE BOULDER CO 80301 846039364 501(C)(3) 8500 BOOK PROGRAM SUPPORT TLC LEARNING CENTER 611 KORTE PARKWAY LONGMONT CO 80501 840523717 501(C)(3) 6933 BOOK PROGRAM SUPPORT YMCA OF NORTHERN COLORADO 2800 DAGNY WAY LAFAYETTE CO 80026 840459944 501(C)(3) 6700 BOOK PROGRAM SUPPORT THE INN BETWEEN OF LONGMONT INC 250 KIMBARK ST LONGMONT CO 80501 841476894 501(C)(3) 10015 BOOK PROGRAM SUPPORT SEEDS OF HOPE CHARIABLE TRUST 3801 E FLORIDA AVENUE NO 909 DENVER CO 80210 841437053 501(C)(3) 10000 BOOK PROGRAM SUPPORT I HAVE A DREAM FOUNDATION OF BOULDER COUNTY 5390 MANHATTAN CIRCLE 200 BOULDER CO 80303 841150542 501(C)(3) 9200 BOOK PROGRAM SUPPORT A WOMAN'S WORK INC PO BOX 817 LONGMONT CO 80502 208078513 501(C)(3) 18233 BOOK PROGRAM SUPPORT LIFEBRIDGE CHRISTIAN CHURCH 10345 UTE HIGHWAY LONGMONT CO 80501 840463390 501(C)(3) 15500 BOOK PROGRAM SUPPORT AMERICAN RED CROSS 444 SHERMAN STREET DENVER CO 80203 530196605 501(C)(3) 15000 BOOK PROGRAM SUPPORT RED CLOUD INDIAN SCHOOL 100 MISSION DRIVE PINE RIDGE SD 57770 460275071 501(C)(3) 12000 BOOK PROGRAM SUPPORT SKYLINE HIGH SCHOOL 600 E MOUNTAIN VIEW AVENUE LONGMONT CO 80504 846014380 501(C)(3) 11510 BOOK PROGRAM SUPPORT LONGMONT MEALS ON WHEELS 910 LONGS PEAK AVENUE LONGMONT CO 80501 840590979 501(C)(3) 11300 BOOK PROGRAM SUPPORT LONGS PEAK UNITED METHODIST CHURCH 1421 ELMHURST DR LONGMONT CO 80503 840847320 501(C)(3) 11136 BOOK PROGRAM SUPPORT EMMANUEL'S BREAD 5450 LINCOLN HWY CRESTLINE OH 44827 811347674 501(C)(3) 11000 BOOK PROGRAM SUPPORT INTERCAMBIO DE COMUNIDADES 4735 WALNUT STREET SUITE B BOULDER CO 80301 200078381 501(C)(3) 10960 BOOK PROGRAM SUPPORT COMMUNITY FOOD SHARE INC 650 S TAYLOR AVENUE LOUISVILLE CO 80027 742227731 501(C)(3) 5150 BOOK PROGRAM SUPPORT JUNIOR ACHIEVEMENT - ROCKY MOUNTAIN INC 1445 MARKET STREET SUITE 200 DENVER CO 80202 840430495 501(C)(3) 6000 BOOK PROGRAM SUPPORT UCC CHURCH OF LONGMONT 1509 9TH AVENUE LONGMONT CO 80501 840477919 501(C)(3) 216147 BOOK PROGRAM SUPPORT HABITAT FOR HUMANITY OF ST VRAIN VALLEY PO BOX 333 LONGMONT CO 80502 841092616 501(C)(3) 7650 BOOK PROGRAM SUPPORTPROGRAM SUPPORT 40 SCHOLARSHIPS 27 28280 CASH 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. X 13 271634 FMV 0 0 0 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. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.