2016-06-03T17:29:45-05:00 2015-12-31 010724563 ANTON COLLINS MITCHELL LLP 2015 CLUBHOUSE DRIVE SUITE 203 GREELEY CO 80634 990 2015-01-01 841315296 THE COMMUNITY FOUNDATION SERVING GREELEY & WELD COUNTY COMM 9703049970 2425 35TH AVENUE SUITE 201 GREELEY CO 80634 RAND E MORGAN PRESIDENT 9703049970 2016-05-25 1 RYAN M SANGER CPA P00694942 9703521700 2015 2016-09-27 15:27:22Z RAND E MORGAN 2425 35TH AVENUE SUITE 201 GREELEY CO 80634 2631117 0 X WWW.CFSGWC.ORG X 1995 CO DEDICATED TO BUILDING A COMMUNITY OF GIVERS WHO SUPPORT CHARITABLE INVESTMENTS 14 14 6 85 0 0 2484302 1355439 318434 353795 1002318 831286 12084 90597 3817138 2631117 667810 1224457 0 0 286205 248793 0 0 56980 1597761 916645 2551776 2389895 1265362 241222 18140785 17489056 1146561 1151581 16994224 16337475 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. 0 0 1802257 1224457 31052 THE FOUNDATION ADMINISTERS VARIOUS ENDOWMENTS AND CONTRIBUTIONS EARMARKED FOR SCHOLARSHIPS AND COMMUNITY GRANTS. 254491 0 322743 THE FOUNDATION ADMINISTERED THE HONOR FLIGHT NORTHERN COLORADO WHICH SUPPORTS LOCAL VETERANS BY HOSTING A TRIP TO WASHINGTON, D.C. 2056748 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 6 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X RAND E MORGAN 9703049970 2425 35TH AVENUE SUITE 201 GREELEY CO 80634 MIKE PAYNE DIRECTOR 1.00 X 0 0 0 HEIDI KLEPPER TREASURER 1.50 X X 0 0 0 TIM ULRICH PAST CHAIR 1.50 X X 0 0 0 JOHN ADAMS VICE CHAIRMAN 1.50 X X 0 0 0 MATT ANDERSON DIRECTOR 1.00 X 0 0 0 NORA GARZA DIRECTOR 1.00 X 0 0 0 BILL MEIER DIRECTOR 1.00 X 0 0 0 STEPHANIE MCCUNE DIRECTOR 1.00 X 0 0 0 CHRISTINE RICHARDSON SECRETARY 1.50 X X 0 0 0 ROB WALDO CHAIRMAN 1.50 X X 0 0 0 KAREN BURD DIRECTOR 1.00 X 0 0 0 ALLEN MCCONNELL DIRECTOR 1.00 X 0 0 0 DONNA LOYD DIRECTOR 1.00 X 0 0 0 LUCIE WISEHART DIRECTOR 1.00 X 0 0 0 JUDY KNAPP PRESIDENT/CEO THRU 02/01/15 40.00 X 18393 0 865 RAND E MORGAN PRESIDENT/CEO 02/01/15 TO PRESENT 40.00 X 81500 0 6667 99893 0 7532 0 0 0 0 0 1355439 16280 1355439 HONOR FLIGHT 900099 322743 322743 ADMINISTRATION FEES 900099 12153 12153 18899 18899 353795 448897 448897 90597 90597 382389 0 382389 382389 382389 2631117 353795 0 921883 1224457 1224457 107425 26856 53713 26856 107572 51251 44958 11363 16692 8528 7739 425 17104 6364 7822 2918 1538 1538 5942 5942 11916 11916 103397 103397 1443 1443 8973 8973 5892 5892 19626 19626 1166 1166 1114 1114 1709 1709 PROGRAM EXPENSE 731667 731667 DEVELOPMENT/EVENTS 12861 12861 DEVELOPMENT/MARKETING 2557 2557 FOUNDATION INITIATIVES 1683 1683 5161 5161 2389895 2056748 276167 56980 31983 48012 2343491 1882333 12562 15571 56645 56587 468 0 97960 39134 166535 58826 11691452 11209574 3794349 4174853 43300 43300 18140785 17489056 22493 10443 60325 116196 1063743 1024942 1146561 1151581 X 1325381 1365113 5082116 4483000 10586727 10489362 16994224 16337475 18140785 17489056 X 241222 -950919 52948 X X 1 X 0 1 0 X 1061847 1799473 2952601 2484302 1339159 9637382 1061847 1799473 2952601 2484302 1339159 9637382 9637382 303944 308234 703374 410626 539494 2265672 26301 24578 31939 1002318 1085136 12988190 0.74200 0.74960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22 327991 289306 2647204 1 1 13898611 530129 -96145 563050 27019 237833 13504693 12816931 706538 1054825 458926 11145 231902 13898611 11266652 273067 1812004 349080 23845 209557 12816931 9902734 1085076 888388 349035 2414 258097 11266652 9592178 373686 396921 314748 29984 175287 9902734 0.00000 0.78000 0.22000 0 0 53276 53276 44684 39134 5550 58826 POOLED ASSET ACCOUNT 4174853 F 4174853 AGENCY FUNDS 974829 ANNUITY OBLIGATION 50113 1024942 X 1587859 -950919 1552 -3723 -953090 2540949 103397 -13229 90168 2631117 2244608 1552 1552 2243056 103397 43442 146839 2389895 PART X, LINE 2: 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 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: ACTUARIAL CHANGE IN ANNUITIES -3,723. PART XI, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUND INVESTMENT INCOME -13,229. PART XII, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUND GRANTS 43,442. 1 A WOMAN'S PLACE PO BOX 71 GREELEY CO 80632 840811596 501(C)(3) 21270 CHARITABLE CONTRIBUTION AIMS COMMUNITY COLLEGE FOUNDATION 5401 W 20TH ST P O BOX 69 GREELEY CO 80632 840802870 501(C)(3) 6000 SCHOLARSHIP BOYS & GIRLS CLUBS OF WELD COUNTY PO BOX 812 GREELEY CO 80632 840529902 501(C)(3) 13000 CHARITABLE CONTRIBUTION CATHOLIC CHARITIES NORTHERN - WELD COUNTY OFFICE 1442 N 11TH AVE GREELEY CO 80631 840686679 501(C)(3) 17400 CHARITABLE CONTRIBUTION CENTENNIAL BOCES 2020 CLUBHOUSE DR 230 GREELEY CO 80634 840599905 501(C)(3) 6000 SCHOLARSHIP CENTENNIAL FOUNDATION PO BOX 337436 GREELEY CO 80633 841049601 501(C)(3) 15200 BUILDING RENOVATION CHAMPION MINISTRIES INC DBA GROUNDWIRE PO BOX 1323 CASTLE ROCK CO 801041323 841341326 501(C)(3) 12000 PROGRAM DEVELOPMENT COLORADO HUMANITIES 7935 E PRENTICE AVE STE 450 GREENWOOD VILLAGE CO 80111 840715097 501(C)(3) 5815 PROGRAM DEVELOPMENT EPISCOPAL RELIEF AND DEVELOPMENT PO BOX 7058 MERRIFIELD VA 221167058 731635264 501(C)(3) 7200 CHARITABLE CONTRIBUTION FIRST CONGREGATIONAL CHURCH OF GREELEY 2101 16TH ST GREELEY CO 80631 840419732 5800 PROGRAM DEVELOPMENT FIRST UNITED METHODIST CHURCH 306 PARK AVENUE FORT LUPTON CO 80621 840485022 501(C)(3) 8175 PROGRAM DEVELOPMENT GREELEY ROTARY FOUNDATION PO BOX 602 GREELEY CO 80632 462795220 501(C)(3) 6000 BUILDING RENOVATION GREELEY WELD SENIOR FOUNDATION INC PO BOX 336325 GREELEY CO 80633 841181424 501(C)(3) 12661 DISCRETIONARY GRANTS JUNIOR ACHIEVEMENT 1600 NORTH COLLEGE AVENUE FORT COLLINS CO 80524 841267604 501(C)(3) 7000 PROGRAM DEVELOPMENT NCMC FOUNDATION 1801 16TH ST GREELEY CO 80631 840718355 501(C)(3) 23185 SCHOLARSHIP NORTH RANGE BEHAVIORAL HEALTH LLC 1300 N 17TH AVE GREELEY CO 80631 840622660 501(C)(3) 6000 GEN/OPER SUPPORT ROCKY MOUNTAIN RYLA PO BOX 3093 EVERGREEN CO 804373093 743075465 501(C)(3) 8006 CHARITABLE CONTRIBUTION SALIDA DEL SOL ACADEMY FOUNDATION 111 E 26TH STREET GREELEY CO 80634 471101571 501(C)(3) 50000 CHARITABLE CONTRIBUTION SOCCER WITHOUT BORDERS 1100 8TH AVENUE GREELEY CO 80631 203786129 501(C)(3) 10000 PROGRAM DEVELOPMENT THE ROTARY FOUNDATION 14280 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 363245072 501(C)(3) 6000 CHARITABLE CONTRIBUTION THE SUCCESS FOUNDATION SERVING GREELEY AND EVANS SCHOOLS 1025 9TH AVE GREELEY CO 80631 273567674 501(C)(3) 62116 GEN/OPER SUPPORT TRINITY EPISCOPAL CHURCH 3800 W 20TH STREET GREELEY CO 806343418 840462073 501(C)(3) 12000 GEN/OPER SUPPORT UNC FOUNDATION INCJUDY FARR CENTER UNC CAMPUS BOX 20 GREELEY CO 80639 846044833 501(C)(3) 22550 SCHOLARSHIP UNION COLONY CHILDREN'S MUSIC ACADEMY 2101 16TH ST GREELEY CO 80631 841601352 501(C)(3) 7925 PROGRAM DEVELOPMENT UNITED WAY OF WELD COUNTY INC PO BOX 1944 GREELEY CO 80632 846011918 501(C)(3) 396597 CHARITABLE CONTRIBUTION WELD COUNTY SCHOOL DISTRICT SIX 1025 9TH AVE GREELEY CO 80631 846002058 170(C)(1) 124833 PROGRAM DEVELOPMENT WELD FOOD BANK 1108 H STREET GREELEY CO 80631 742244826 501(C)(3) 22846 PROGRAM DEVELOPMENT PART I, LINE 2: 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 TEH PROJECT COMPLETION, ALONG WITH A FINAL FINANCIAL REPORT OF HOW THE FUNDS ARE EXPENDED. SCHOLARSHIPS: VERFICATION 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 MUST AGREE TO THE TERMS OF THE GRANT. A SIGNED GRANT AGREEMENT MUST BE RETURNED TO THE FOUNDATION BEFORE THE GRANT IS DISTRIBUTED TO THE GRANTEE. FORM 990, PART VI, SECTION B, LINE 11 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, PART VI, SECTION B, 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, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS' EXECUTIVE COMMITTEE EVALUATES THE PRESIDENT AND KEY EMPLOYEES 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 NOVEMBER, 2015. FORM 990, PART VI, SECTION C, 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: ACTUARIAL CHANGE IN ANNUITIES -3,723. INVESTMENT EARNINGS OF AGENCY FUNDS 13,229. AGENCY FUND GRANTS 43,442. FORM 990 PART XII LINE 2C THERE WERE NO CHANGES IN THE MANNER IN WHICH THE ORGANIZATION OVERSEES THE SELECTION OF THE INDEPENDENT ACCOUNTANT AND THE AUDIT OF ITS FINANCIAL STATEMENTS.