FOUNDATION FOR EDUCATIONAL EXCELLENCE: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FOUNDATION FOR EDUCATIONAL EXCELLENCE (EIN 84-1396597)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201713199349101666
- Schema version
- 2016v3.0
- 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-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T10:59:06-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8390 E CRESCENT PARKWAY SUITE 500 | AddressLine1Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 841396597 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR EDUCATIONAL EXCELLENCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOUN | BusinessNameControlTxt |
| Phone | 3034868965 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4908 TOWER ROAD NO 108 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80249 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ERIC MONTOYA | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3034868965 | PhoneNum |
| Signature | 2017-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY ROBERTS | PreparerPersonNm |
| PTIN | P01311685 | PTIN |
| Phone | 3037795710 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-13 | IPDt |
| IP Tm | 20:54:30 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3E979F80BB8F399C9CB7D5D916B34B85DDD844F4 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 35F41C2094D8AAB3CDBE7DEDC6079AAEAA2AE035 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $238,657 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $578,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $263 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $263 | InterestOnSavNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $21,850 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $21,850 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $444 | NetRentalIncomeOrLossAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $27,500 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $27,500 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $627,613 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $22,113 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $27,500 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $98,472 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $21,079 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $72,469 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $5,932 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $1,270 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $4,366 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $11,689 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $10,520 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $720 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,480 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,850 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,208 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,218 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $1,545 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $5,312 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $10,825 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $2,976 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Trav Conf Meeting Rev And Expnss | $10,244 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $10,244 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,333 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,609 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $3,606 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $11,247 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $206,763 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,305 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $27,500 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $132,846 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $250,570 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $250,570 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $457,333 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,305 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $27,500 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $383,416 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $170,280 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $63,768 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $220,609 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $220,609 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $16,300 | AcctRcvblAmt |
| Acct Rcvbl EOY | $16,300 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $16,300 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $1,049 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,748 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,748 | PrepaidExpensesEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $113,111 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $113,111 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $64,817 | TotalAssetsBOYAmt |
| Total Assets EOY | $238,657 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $238,657 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $4,541 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $8,777 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $11,500 | DeferredRevenueBOYAmt |
| Total Liabilities BOY | $16,041 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,777 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $48,776 | UnrestrictedBOYAmt |
| Unrestricted EOY | $229,880 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,776 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $229,880 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,817 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $238,657 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,776 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $170,280 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,824 | OtherIncreasesAmt |
| Subtotal | $229,880 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $229,880 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $277,939 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $39,835 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 6.977256 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $357,181 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $81,512 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 4.381944 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $622,502 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $218,480 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 2.849240 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,780,451 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $265,558 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 18.001533 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $517,688 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $324,184 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 1.596896 | DistributionYr5Rt |
| Total Distribution | 33.806869 | TotalDistributionRt |
| Average Distribution | 6.761374 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $107,712 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $728,281 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $728,281 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $383,416 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $219 | AppliedToEsTaxAmt |
| Total Payments And Credits | $219 | TotalPaymentsAndCreditsAmt |
| Overpayment | $219 | OverpaymentAmt |
| Applied To ES Tax | $219 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BUILDINGGREATCOMMUNITIES.COM | WebsiteAddressTxt |
| Individual With Books | ERIC MONTOYA | IndividualWithBooksNm |
| Phone | 3034868965 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4908 TOWER ROAD | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80249 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PATRICK HAMILL | ||||||||
| 4908 TOWER ROAD | DENVER | CO | 80249 | CHAIR | 1.00 | $0 | $0 | $0 |
| AMY SCHWARTZ | ||||||||
| 4908 TOWER ROAD | DENVER | CO | 80249 | EXECUTIVE DIRECTOR | 40.00 | $98,472 | $0 | $0 |
| KRISTINA WEATHERBEE | ||||||||
| 4908 TOWER ROAD | DENVER | CO | 80249 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ERIC MONTOYA | ||||||||
| 4908 TOWER ROAD | DENVER | CO | 80249 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| TERESA FANTON | ||||||||
| 4908 TOWER ROAD | DENVER | CO | 80249 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ROBYN MCVICKER | ||||||||
| 4908 TOWER ROAD | DENVER | CO | 80249 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | EDUCATIONAL CONSULTING ON IMPROVING EDUCATION IN THE FRONT RANGE AREA OF COLORADO. | Description1Txt |
| Expenses1 | $42,394 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $107,604 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,748 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $109,352 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $109,352 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,640 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $107,712 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,386 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,386 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $5,386 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,386 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,386 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $383,416 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $383,416 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $383,416 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,386 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $502,283 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,767,295 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $611,912 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $353,105 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $275,947 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $6,510,542 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $383,416 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,386 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $378,030 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,888,572 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $502,283 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,386,289 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,767,295 | ExcessFromYear4Amt |
| Excess From Year3 | $611,912 | ExcessFromYear3Amt |
| Excess From Year2 | $353,105 | ExcessFromYear2Amt |
| Excess From Year1 | $275,947 | ExcessFromYear1Amt |
| Excess From Current Year | $378,030 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ERIC MONTOYA | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4908 TOWER ROAD | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80249 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3034868500 | RecipientPhoneNum |
| Form And Info And Materials | NO REQUIRED FORMAT, FOUNDATION PROVIDES GENERAL GUIDELINES | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | QUARTERLY | SubmissionDeadlinesTxt |
| Restrictions On Awards | GREATER DENVER METROPOLITAN AREA COMMUNITIES RELATING TO EDUCATIONAL NEEDS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| UNIVERSITY OF COLORADO DENVER | ||||||
| CAMPUS BOX 142 | DENVER | CO | 802173364 | GOV | EDUCATIONAL PURPOSES | $1,200 |
| BOYS & GIRLS CLUBS OF METRO DENVER | ||||||
| 2017 W 9TH AVENUE | DENVER | CO | 80204 | PC | EDUCATIONAL PURPOSES | $1,500 |
| MARTIN LUTHER KING JR EARLY COLLEGE | ||||||
| 19535 E 46TH AVE | DENVER | CO | 80249 | GOV | EDUCATIONAL PURPOSES | $2,500 |
| COLORADO CHILDRENS CAMPAIGN | ||||||
| 1580 LINCOLN STREET | DENVER | CO | 80203 | PC | EDUCATIONAL PURPOSES | $1,000 |
| COLORADO OPEN GOLF FOUNDATION | ||||||
| 20309 E 48TH AVENUE | DENVER | CO | 80249 | PC | EDUCATIONAL PURPOSES | $5,000 |
| DENVER SCHOOL OF SCIENCE & TECHNOLOGY | ||||||
| 2000 VALENTIA ST | DENVER | CO | 80238 | GOV | EDUCATIONAL PURPOSES | $10,000 |
| STRIVE PREPARATORY SCHOOLS | ||||||
| 2480 W 26TH AVE B-360 | DENVER | CO | 80211 | GOV | EDUCATIONAL PURPOSES | $30,650 |
| TEACH FOR AMERICA COLORADO | ||||||
| 1391 SPEER BLVD SUITE 710 | DENVER | CO | 80204 | GOV | EDUCATIONAL PURPOSES | $1,000 |
| KIPP COLORADO SCHOOLS | ||||||
| 375 S TEJON ST | DENVER | CO | 80223 | GOV | EDUCATIONAL PURPOSES | $1,500 |
| ERIE HIGH SCHOOL | ||||||
| 3180 COUNTY ROAD 5 | ERIE | CO | 80516 | GOV | EDUCATIONAL PURPOSES | $10,000 |
| INVEST IN KIDS | ||||||
| 1775 SHERMAN STREET STE 2075 | DENVER | CO | 80203 | PC | EDUCATIONAL PURPOSES | $1,500 |
| UNIVERSITY OF COLORADO | ||||||
| 483 UBC | BOULDER | CO | 80309 | GOV | EDUCATIONAL PURPOSES | $500 |
| A COLORADO | ||||||
| 1390 LAWRENCE ST SUITE 200 | DENVER | CO | 80204 | PC | EDUCATIONAL PURPOSES | $8,500 |
| JUNIOR ACHIEVEMENT-ROCKY MOUNTAIN INC | ||||||
| 1445 MARKET ST SUITE 200 | DENVER | CO | 80202 | PC | EDUCATIONAL PURPOSES | $5,000 |
| QUALISTAR COLORADO | ||||||
| 3607 MARTIN LUTHER KING JR BLVD | DENVER | CO | 80205 | GOV | EDUCATIONAL PURPOSES | $5,000 |
| FAMILIES FORWARD RESOURCE CENTER | ||||||
| POBOX 39941 | DENVER | CO | 80239 | GOV | EDUCATIONAL PURPOSES | $1,200 |
| CHILDRENS LITERACY CENTER | ||||||
| 2928 STRAUS LANE 100 | COLORADO SPRINGS | CO | 80907 | GOV | EDUCATIONAL PURPOSES | $11,000 |
| DENVER PUBLIC SCHOOLS | ||||||
| 1860 LINCOLN ST | DENVER | CO | 80203 | GOV | EDUCATIONAL PURPOSES | $30,000 |
| YOUNG AMERICANS BANK | ||||||
| 3550 E 1ST AVE | DENVER | CO | 80206 | GOV | EDUCATIONAL PURPOSES | $2,500 |
| COLORADO SPRINGS SCHOOL | ||||||
| 1110 CHAPEL HILLS | COLORADO SPRINGS | CO | 80920 | GOV | EDUCATIONAL PURPOSES | $1,020 |
| TOWN CENTER (PROMISE CENTER) | ||||||
| 4908 TOWER RD | DENVER | CO | 80249 | GOV | EDUCATIONAL PURPOSES | $120,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $250,570 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATIONAL CONSULTING PROGRAM | Desc |
| Related Or Exempt Function Incm | $27,500 | RelatedOrExemptFunctionIncmAmt |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $263 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $444 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $707 | ExclusionAmt |
| Related Or Exempt Function Incm | $27,500 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,207 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 1B | EDUCATIONAL CONSULTING ON IMPROVING EDUCATION IN THE FRONT RANGE AREA |
| 1B | OF COLORADO. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OAKWOOD HOMES | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4908 TOWER ROAD | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80249 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $578,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $7,200 | Amt |
| Net Investment Income | $720 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,480 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| FURNITURE,FIXTURES & EQUIPMENT | 2006-06-01 | $8,918 | $8,918 | SL | 5.000000000000 | $0 | $0 | $0 |
| FURNITURE,FIXTURES & EQUIPMENT | 2012-12-27 | $104,193 | $66,304 | 200DB | 7.000000000000 | $10,825 | $0 | $14,885 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $11,689 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $10,520 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $1,786 | $179 | $0 | $1,340 |
| OFFICE EXPENSE | $6,218 | $0 | $0 | $4,637 |
| RESEARCH | $7,000 | $0 | $0 | $7,000 |
| OTHER EXPENSES | $1,510 | $0 | $0 | $1,133 |
| EQUIPMENT LEASE | $1,830 | $0 | $0 | $1,373 |
| SPECIAL EVENTS | $5,559 | $0 | $3,606 | $0 |
| Z PLACE OPERATING EXPENSES | $18,430 | $18,430 | $0 | $0 |
| BEGINNING ACCOUNTS PAYABLE | $0 | $0 | $0 | $4,541 |
| ENDING ACCOUNTS PAYABLE | $0 | $0 | $0 | -$8,777 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUCATIONAL CONSULTING PROGRAM | Desc |
| Revenue And Expenses Per Books | $27,500 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $27,500 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DEPRECIATION DIFFERENCES | Desc |
| Amt | $10,824 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING & OTHER FEES | CategoryTxt |
| Amt | $12,850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $12,208 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PAYROLL TAXES | CategoryTxt |
| Amt | $7,218 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,545 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,312 | DisbursementsCharitablePrpsAmt |
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