2019-07-02T13:45:02-05:00 2018-12-31 841016028 ANDERSON & WHITNEY PC 5801 W 11TH ST STE 300 GREELEY CO 80634 990 2018-01-01 841315296 THE COMMUNITY FOUNDATION COMM 9703049970 2425 35TH AVE STE 201 GREELEY CO 80634 RAND E MORGAN PRESIDENT/CEO 9703049970 2019-05-19 MELISSA BIGLER CPA P01711398 9703527990 2019-06-20 64.88.174.3 2019-07-02 13:45:02 CD P 9BC71CF47E709982A886A5977FD37935E4E75BDE EC6F642B6CE97F058545CFCE030D6623D9EAFD2C 2018 2019-02-21 02:37:17Z SERVING GREELEY & WELD COUNTY RAND E MORGAN 16714613 false X WWW.CFSGWC.ORG X 1995 CO DEDICATED TO BUILDING A COMMUNITY OF GIVERS WHO SUPPORT CHARITABLE INVESTMENTS. 18 18 5 65 0 3474268 1515414 28379 16286 1085284 1077861 81810 3778966 4669741 6388527 964650 823449 0 286130 298290 0 105845 547744 463011 1798524 1584750 2871217 4803777 21881918 25354432 1702059 1706986 20179859 23647446 X THE COMMUNITY FOUNDATION SERVING GREELEY AND WELD COUNTY PROMOTES PHILANTHROPY TO BUILD RESOURCES, DEVELOPS PARTNERSHIPS, AND PROVIDES LEADERSHIP THAT WILL BE OF LASTING BENEFIT TO OUR COMMUNITIES. false false 240999 236250 THE FOUNDATION ADMINISTERS A ROBUST SCHOLARSHIP PROGRAM MADE UP OF MULTIPLE SCHOLARSHIP FUNDS SERVING A VARIETY OF STUDENT TALENTS AND INTERESTS. IN 2018, THE FOUNDATION AWARDED 115 SCHOLARSHIPS. 148226 148201 THE LITTLER YOUTH FUND AWARDS GRANTS FOR THE BENEFIT OF YOUTH PROGRAMS/ PROJECTS IN WELD COUNTY, INCLUDING A GRANT CYCLE FOR MINI-GRANTS TO AID IN THE DEVELOPMENT OF EFFECTIVE TEACHING STRATEGIES AND PROJECTS BY WELD COUNTY TEACHERS. 55305 55305 THE WOMEN'S FUND OF WELD COUNTY HAS CREATED AN ENDOWMENT DEDICATED TO IMPROVING THE LIVES OF WOMEN AND GIRLS. THEIR ENDOWMENT SUPPORTS PROGRAMS THAT ADDRESS UNMET NEEDS OF WOMEN AND GIRLS IN WELD COUNTY TO ENABLE THEM TO BECOME SELF-CONFIDENT, INDEPENDENT, CONTRIBUTING MEMBERS OF THE COMMUNITY. 736738 383693 16286 THE FOUNDATION ADMINISTERS VARIOUS ENDOWMENTS AND CHARITABLE FUNDS EARMARKED FOR COMMUNITY GRANTS AND CHARITABLE PROGRAMS. 736738 383693 16286 1181268 true true false false false true false false false true true false false false true true true false false false false false false false false false false true true false false false false false false false false false true false false false true false false false false true 14 0 true 5 true false false false false false true true false false false false false false false false X 18 18 false false false false false false false true true false false true true true true true true true true false X X THE ORGANIZATION 9703049970 2425 35TH AVENUE SUITE 201 GREELEY CO 80634 REYES BARRIOS JR VICE CHAIR 1.00 X X 0 0 0 LUCIE WISEHART CHAIR 1.00 X X 0 0 0 CHRISTINE RICHARDSON SECRETARY 1.00 X X 0 0 0 MARCIA SIEBRING TREASURER 1.00 X X 0 0 0 JULIE CONSTANCE DIRECTOR 1.00 X 0 0 0 BILL MUNNS DIRECTOR 1.00 X 0 0 0 NORA GARZA DIRECTOR 1.00 X 0 0 0 THERESA HERTNEKY DIRECTOR 1.00 X 0 0 0 MARIANN JOHNSTON DIRECTOR 1.00 X 0 0 0 DONNA LOYD DIRECTOR 1.00 X 0 0 0 TYLER NOTESTINE DIRECTOR 1.00 X 0 0 0 STEVEN SMITH DIRECTOR 1.00 X 0 0 0 KRISTI THOMAS DIRECTOR 1.00 X 0 0 0 TIM ULRICH DIRECTOR 1.00 X 0 0 0 DALE PRATT DIRECTOR 1.00 X 0 0 0 MARILYN SCHOCK DIRECTOR 1.00 X 0 0 0 DR MATT MARTINEZ DIRECTOR 1.00 X 0 0 0 JULIANNE FRITZ DIRECTOR 1.00 X 0 0 0 RAND E MORGAN PRESIDENT/CE 40.00 X 102752 0 13455 102752 13455 1 false false false 1515414 144378 1515414 ADMINISTRATION FEES 900099 16286 16286 16286 540350 540350 3770136 3770136 10863597 10326086 537511 537511 537511 CHANGE CASH SURRENDER VALUE 7544 7544 OTHER INCOME 1286 1286 8830 6388527 16286 4856827 587199 587199 236250 236250 109655 21931 54828 32896 142581 65870 53684 23027 8815 3746 4386 683 17158 7566 6552 3040 20081 7190 8538 4353 441 441 13500 13500 82867 82867 1590 1590 10825 10825 12222 4905 6897 420 20740 6222 11407 3111 1289 390 899 884 884 3423 3423 6839 6839 PROGRAM EXPENSE 200171 200171 CONTRACT LABOR 52365 11840 23683 16842 IN-KIND DONATIONS 26278 26278 DEVELOPMENT/EVENTS 16855 16855 12722 1710 7984 3028 1584750 1181268 297637 105845 41217 59481 3371276 5945768 26554 9376 52589 72162 50562 46234 4350 4328 16886159 19054097 116576 124120 1383197 85100 21881918 25354432 22238 47435 114255 105343 1565566 1554208 1702059 1706986 X 2921704 2820910 5617604 20826536 11640551 20179859 23647446 21881918 25354432 X 4803777 -1327980 -8210 X false true X true false X 2484302 1355439 1114169 3474268 1515414 9943592 2484302 1355439 1114169 3474268 1515414 9943592 1816889 8126703 410626 539494 481988 511336 4310486 6253930 1002318 12693 8830 1023841 17221363 44665 0.47190 0.55930 X PART II, LINE 10 OTHER REVENUE 1,023,841 25 672812 139652 3474580 true true 15597572 653464 3479117 -637545 150293 -289838 18953063 14372309 609864 1507405 -636934 -2169 -252903 15597572 13504693 568546 1217012 -700722 24028 -241248 14372309 13898611 530129 -96145 -563050 -27019 -237833 13504693 12816931 706538 1054825 -458926 11145 -231902 13898611 0.63800 0.36200 false false 4128 1221 2907 46434 45013 1421 4328 AGENCY FUNDS 1511880 ANNUITY OBLIGATIONS 42328 1554208 X 4937027 -1327980 -18282 -1346262 6283289 82868 22370 105238 6388527 1469440 1469440 82868 32442 115310 1584750 SCHEDULE D, PAGE 3, PART X THE FOUNDATION BELIEVES THAT IT HAS CONDUCTED ITS OPERATIONS IN ACCORDANCE WITH, AND HAS PROPERLY MAINTAINED, ITS TAX EXEMPT STATUS, AND THAT IT HAS TAKEN NO MATERIAL UNCERTAIN TAX POSITIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, AND LOCAL, OR NON-U.S. INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2013. SCHEDULE D, PAGE 4, PART XI, LINE 2D ACTUARIAL CHANGE IN ANNUITY OBLIGATIONS -18,282 SCHEDULE D, PAGE 4, PART XI, LINE 4B AGENCY FUND REVENUE NOT REPORTED IN FINANCIALS 22,370 SCHEDULE D, PAGE 4, PART XII, LINE 4B AGENCY FUND EXPENSES NOT REPORTED IN FINANCIALS 32,442 true WELD COUNTY SCHOOL DISTRICT SIX 1025 9TH AVE GREELEY CO 80631 846002058 501C 54969 PROGRAM, CHARITABLE UNITED WAY OF WELD COUNTY PO BOX 1944 GREELEY CO 80632 846011918 501C 40946 PROGRAM, CHARITABLE WELD FOOD BANK 1108 H STREET GREELEY CO 80631 742244826 501C 27087 PROGRAM, CHARITABLE CITY OF GREELEY 651 10TH AVE GREELEY CO 80631 846000593 25000 CHARITABLE NCMC FOUNDATION 1801 16TH ST GREELEY CO 80631 840718355 501C 24376 PROGRAM, CHARITABLE LIFE STORIES CHILD & FAMILY ADVOCAC 1640 25TH AVE GREELEY CO 80634 841469488 501C 21425 PROGRAM, CHARITABLE COLORADO MODEL RAILROAD MUSEUM 680 10TH STREET GREELEY CO 806314116 271369289 501C 19000 PROGRAM, CHARITABLE UNC FOUNDATION INC JUDY FARR CENTER UNC CAMPUS BOX 20 GREELEY CO 80639 846044833 501C 16192 PROGRAM CHAMPION MINISTRIES INC DBA GROUN PO BOX 1323 CASTLE ROCK CO 801041323 841341326 501C 15000 CHARITABLE SOCCER WITHOUT BORDERS 3001 8TH AVENUE SUITE 170 EVANS CO 80620 203786129 501C 13250 PROGRAM POUDRE LEARNING CENTER FOUNDATION I 8313 WEST F STREET GREELEY CO 806319394 810723214 501C 12564 PROGRAM, CHARITABLE LUTHERAN FAMILY SERVICES OF COLORAD 2032 LOWE STREET STE 200 FT COLLINS CO 80525 840775550 501C 12500 PROGRAM THE SUCCESS FOUNDATION SERVING GREE 1025 9TH AVE GREELEY CO 80631 273567674 501C 12000 PROGRAM, CHARITABLE CATHOLIC CHARITIES NORTHERN - WELD 1442 N 11TH AVE GREELEY CO 80631 840686679 501C 11700 PROGRAM, CHARITABLE GREELEYWELD SENIOR FOUNDATION INC PO BOX 336325 GREELEY CO 80633 841181424 501C 10965 PROGRAM GREELEY-WELD HABITAT FOR HUMANITY 104 N 16TH AVE GREELEY CO 80631 841091487 501C 10000 PROGRAM IMMIGRANT AND REFUGEE CENTER OF NOR 3001 8TH AVE STE 170 EVANS CO 80620 840857486 501C 10000 PROGRAM SALIDA DEL SOL ACADEMY FOUNDATION 111 E 26TH STREET GREELEY CO 80631 471101571 501C 10000 CHARITABLE SHARE OUR STRENGTH 1824 LINCOLN STREET DENVER CO 80203 521367538 501C 10000 CHARITABLE JUNIOR ACHIEVEMENT 295 E 29TH STREET SUITE 30 LOVELAND CO 80538 840430495 501C 9500 PROGRAM, CHARITABLE SENIOR RESOURCE SERVICES 800 8TH AVE SUITE 229 GREELEY CO 80631 204429783 501C 8474 PROGRAM, CHARITABLE YOUTH EMPOWERMENT GROUP 3620 W10TH ST STE B120 GREELEY CO 806341852 830812156 501C 8000 PROGRAM TRINITY EPISCOPAL CHURCH 3800 W 20TH STREET GREELEY CO 806343418 840462073 501C 7600 PROGRAM, CHARITABLE GENESIS PROJECT OF NORTHERN COLORAD PO BOX 200087 EVANS CO 80620 270028078 501C 7535 PROGRAM, CHARITABLE UCHEALTH NORTHERN COLORADO FOUNDATI 2315 E HARMONY ROAD SUITE 200 FORT COLLINS CO 805288620 741894581 501C 6475 PROGRAM, CHARITABLE CENTENNIAL BOCES 2020 CLUBHOUSE DR 230 GREELEY CO 80634 840599905 501C 6050 PROGRAM MIGRANT CHRISTMAS FIESTA 530 58TH AVE GREELEY CO 80634 820608541 501C 6000 CHARITABLE NORTH RANGE BEHAVIORAL HEALTH 1300 N 17TH AVE GREELEY CO 80631 840622660 501C 6000 PROGRAM, CHARITABLE LONGS PEAK COUNCIL INC BOY SCOUTS PO BOX 1166 GREELEY CO 806321166 221576300 501C 5500 PROGRAM, CHARITABLE THE DICTIONARY PROJECT PO BOX 1845 CHARLESTON SC 29402 571029802 501C 5040 PROGRAM EDUCATION SCHOLARSHIPS 115 236250 SCHEDULE I, PAGE 4, PART IV COMPETITIVE GRANTS - GRANTEES WHO RECEIVE GRANTS THROUGH THE COMMUNITY FOUNDATION'S COMPETITIVE GRANT CYCLES ARE REQUIRED TO COMPLETE A FINAL GRANT REPORT WITHIN 60 DAYS OF THE PROJECT COMPLETION, ALONG WITH A FINAL FINANCIAL REPORT OF HOW THE FUNDS ARE EXPENDED. SCHOLARSHIPS - VERIFICATION OF ENROLLMENT AT HIGHER EDUCATION INSTITUTIONS IS REQUIRED FOR EACH STUDENT RECEIVING A COMMUNITY FOUNDATION SCHOLARSHIP. DONOR-ADVISED FUND GRANTS - ORGANIZATIONS RECEIVING GRANTS FROM A DONOR-ADVISED FUND ARE GIVEN A FULL DESCRIPTION OF THE GRANT CONDITIONS AN RESTRICTIONS. IN ADDITION, THEY ARE PROVIDED WITH DISCLOSURE THAT BY ENDORSEMENT OF THE GRANT CHECK, THE ORGANIZATION AGREES TO ALL OF THE GRANT CONDITIONS AND RESTRICTIONS. X 1 118100 FAIR VALUE X GOODS & SERVICE 96 26278 ESTIMATED FAIR VALUE false true false FORM 990, PAGE 2, PART III, LINE 4D THE FOUNDATION ADMINISTERS VARIOUS ENDOWMENTS AND CHARITABLE FUNDS EARMARKED FOR COMMUNITY GRANTS AND CHARITABLE PROGRAMS. FORM 990, PAGE 6, PART VI, LINE 11B THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE FORM 990 BEFORE FILING. IN ADDITION, A COPY OF THE FORM 990 IS PROVIDED TO MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO ALL BOARD MEMBERS, STAFF, COMMITTEES, AND ANY OTHER VOLUNTEERS IN ANY DECISION-MAKING SESSION. MEMBERS SHALL DISCLOSE ANY POSSIBLE CONFLICTS BEFORE DISCUSSION BEGINS. IN ADDITION, STAFF, WHETHER PAID OR UNPAID, SHALL AVOID ANY CONFLICTS OF INTEREST WITH THE FOUNDATION. NO STAFF SHALL HAVE ANY INTEREST IN ANY ENTITY WHICH DOES BUSINESS WITH THE FOUNDATION WITHOUT THE PRIOR WRITTEN APPROVAL OF THE CHAIR OF THE BOARD. AFTER FULL DISCLOSURE, NO STAFF SHALL HOLD ANY POSITION WITH ANY NOT-FOR-PROFIT ORGANIZATION THAT MAY HAVE BEEN OR MAY BECOME A GRANTEE OF THE FOUNDATION OR WHICH MAY REASONABLY BE CONSIDERED TO COMPETE FOR FUNDING WITH OTHER NONPROFITS THAT ARE OR MAY BECOME GRANTEES. WITHOUT FULL DISCLOSURE AND PRIOR APPROVAL BY THE CHAIR OF THE BOARD, MEMBERS ARE REQUIRED AT THE BEGINNING OF EACH TERM, APPOINTMENT, OR EMPLOYMENT, TO COMPLETE AND FILE WITH THE FOUNDATION A CONFLICT OF INTEREST DISCLOSURE STATEMENT. THE CODE OF CONDUCT REQUIRES AN ANNUAL UPDATE OF THE CONFLICT OF INTEREST DISCLOSURE STATEMENT. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS' EXECUTIVE COMMITTEE EVALUATES THE PRESIDENT ANNUALLY AND DETERMINES COMPENSATION. THE FOUNDATION PARTICIPATES IN AN ANNUAL SALARY AND BENEFITS SURVEY WITH THE COUNCIL ON FOUNDATIONS. THE EXECUTIVE BOARD REVIEWED THE PRESIDENT'S SALARY IN OCTOBER 2018. FORM 990, PAGE 6, PART VI, LINE 15B THE BOARD OF DIRECTORS' EXECUTIVE COMMITTEE EVALUATES EMPLOYEES ANNUALLY AND DETERMINES COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE ON THE FOUNDATION WEBSITE AND GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 AGENCY FUND EXPENSES NOT IN FINANCIALS 32,442 ACTUARIAL CHANGE IN ANNUITIES -18,282 AGENCY FUND REVENUES NOT IN FINANCIALS -22,370 TOTAL -8,210 CFSGWC HOLDINGS LLC 2425 35TH AVENUE SUITE 201 GREELEY CO 80634 821281238 CO N/A