COLORADO MESA UNIVERSITY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COLORADO MESA UNIVERSITY FOUNDATION (EIN 84-6037667)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-10-25
- IRS object ID
- 202532989349300603
- Schema version
- 2024v5.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-25T11:58:35-04:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 200488418 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLAIR AND ASSOC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 105 SE FRONTIER AVE STE A | AddressLine1Txt |
| City | CEDAREDGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 814134020 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 846037667 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLORADO MESA UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLO | BusinessNameControlTxt |
| Phone | 9702481987 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 NORTH 12TH STREET | AddressLine1Txt |
| City | GRAND JUNCITON | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFF TAETS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9702481987 | PhoneNum |
| Signature | 2025-10-22 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL D MILLER | PreparerPersonNm |
| PTIN | P00214387 | PTIN |
| Phone | 9708567550 | PhoneNum |
| Preparation | 2025-10-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFF TAETS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 N 12TH | AddressLine1Txt |
| City | GRAND JUNCTION | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,914,655 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | CO | LegalDomicileStateCd |
| Activity Or Mission | FINANCIAL ASSISTANCE TO COLORADO MESA UNIVERSITY FOUNDATION STUDENTS, AND ASSIST COLORADO MESA UNIVERSITY IN PROVIDING EDUCATION TO DESERVING INDIVIDUALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 19 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $14,238,547 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,773,490 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,328,766 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,833,918 | CYInvestmentIncomeAmt |
| PY Other Revenue | $313,359 | PYOtherRevenueAmt |
| CY Other Revenue | $800,242 | CYOtherRevenueAmt |
| PY Total Revenue | $15,880,672 | PYTotalRevenueAmt |
| CY Total Revenue | $16,407,650 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,320,661 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,087,515 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $1,806 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $304,949 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $786,602 | PYOtherExpensesAmt |
| CY Other Expenses | $775,525 | CYOtherExpensesAmt |
| PY Total Expenses | $10,107,263 | PYTotalExpensesAmt |
| CY Total Expenses | $11,864,846 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,773,409 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,542,804 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $69,672,668 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,891,420 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $129,412 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $59,750 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $69,543,256 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $78,831,670 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FINANCIAL ASSISTANCE TO COLORADO MESA UNIVERSITY FOUNDATION STUDENTS, AND ASSIST COLORADO MESA UNIVERSITY IN PROVIDING EDUCATION TO DESERVING INDIVIDUALS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,608,496 | ExpenseAmt |
| Grant | $1,608,496 | GrantAmt |
| Desc | COLORAO MESA UNIVERSITY BUILDING PROJECTS | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,422,741 | ExpenseAmt |
| Grant | $3,422,741 | GrantAmt |
| Desc | COLORADO MESA UNIVERSITY DEPARTMENTS & CLUB TRANSFERS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,245,063 | ExpenseAmt |
| Grant | $5,245,063 | GrantAmt |
| Desc | SCHOLARSHIPS TO STUDENTS | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,124,533 | ExpenseAmt |
| Grant | $811,215 | GrantAmt |
| Desc | OTHER SUPPORT | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,124,533 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $811,215 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $11,400,833 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 19 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLORADO MESA UNIV FND | BusinessNameLine1Txt |
| Business Name Line2 | COLORADO MESA UNIV FND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9702481987 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1450 N 2TH STREET | AddressLine1Txt |
| Address Line2 | 1450 N 12TH STREET | AddressLine2Txt |
| City | GRAND JUNCTION | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 81501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| JENNIFER AUBERT | |||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 |
| GUSSIE BOYD | |||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 |
| KEVIN BROOKS | |||||
| INVEST COMM | 0.50 | Yes (X) | $0 | $0 | $0 |
| KELIANNE CHAMBERLAIN | |||||
| VICE PRESIDE | 0.50 | Yes (X) | $0 | $0 | $0 |
| MARK GARDNER | |||||
| PAST PRESIDE | 0.50 | Yes (X) | $0 | $0 | $0 |
| WILL HAYS | |||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 |
| ANGELA HEGSTROM | |||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 |
| KASIA IWANICZKO-MACLEOD | |||||
| TRUSTEE LIAI | 0.50 | Yes (X) | $0 | $0 | $0 |
| DAVID PATTERSON | |||||
| BD GOV/INVES | 0.50 | Yes (X) | $0 | $0 | $0 |
| PHIL PE'A | |||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 |
| MICHELLE QUINN | |||||
| CMU LIAISON | 0.50 | Yes (X) | $0 | $0 | $0 |
| RAY RICKARD | |||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 |
| DAN RUBINSTEIN | |||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 |
| LATISHA SAUNDERS | |||||
| SEC / TREAS | 0.50 | Yes (X) | $0 | $0 | $0 |
| JAY SEATON | |||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 |
| QUINT SHEAR | |||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 |
| JAMEE SIMONS | |||||
| EXEC COMM / | 0.50 | Yes (X) | $0 | $0 | $0 |
| JEFF TAETS | |||||
| PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 |
| CHRIS WEST | |||||
| INVEST COMM | 0.50 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $4,212,728 | GovernmentGrantsAmt |
| All Other Contributions | $8,560,762 | AllOtherContributionsAmt |
| Noncash Contributions | $312,512 | NoncashContributionsAmt |
| Total Contributions | $12,773,490 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,833,918 | TotalRevenueColumnAmt |
| Exclusion | $2,833,918 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $91,359 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $91,359 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $1,209,513 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $507,005 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $702,508 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC | Desc |
| Total Revenue Column | $6,375 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,375 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,375 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,407,650 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $97,734 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,833,918 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,842,452 | TotalAmt |
| Program Services | $5,842,452 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,245,063 | TotalAmt |
| Program Services | $5,245,063 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,806 | TotalAmt |
| Fundraising | $1,806 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,860 | TotalAmt |
| Management And General | $53,860 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,939 | TotalAmt |
| Program Services | $2,489 | ProgramServicesAmt |
| Management And General | $211 | ManagementAndGeneralAmt |
| Fundraising | $173,239 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,562 | TotalAmt |
| Program Services | $32,909 | ProgramServicesAmt |
| Management And General | $9,653 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,480 | TotalAmt |
| Management And General | $39,629 | ManagementAndGeneralAmt |
| Fundraising | $84,851 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,339 | TotalAmt |
| Management And General | $4,339 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,495 | TotalAmt |
| Program Services | $11,627 | ProgramServicesAmt |
| Management And General | $11,853 | ManagementAndGeneralAmt |
| Fundraising | $3,015 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,388 | TotalAmt |
| Program Services | $3,053 | ProgramServicesAmt |
| Management And General | $5,663 | ManagementAndGeneralAmt |
| Fundraising | $672 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $114,816 | TotalAmt |
| Program Services | $114,816 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,610 | TotalAmt |
| Program Services | $1,925 | ProgramServicesAmt |
| Management And General | $7,685 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBTS | $74,197 | $74,197 | ||
| WORKFORCE DEVELOPMENT | $59,968 | $56,348 | $2,750 | $870 |
| BANK FEES | $41,554 | $6,960 | $34,594 | |
| MISC | $20,926 | $9,872 | $6,754 | $4,300 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,391 | TotalAmt |
| Program Services | $6,082 | ProgramServicesAmt |
| Management And General | $9,707 | ManagementAndGeneralAmt |
| Fundraising | $1,602 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,864,846 | TotalAmt |
| Program Services | $11,400,833 | ProgramServicesAmt |
| Management And General | $159,064 | ManagementAndGeneralAmt |
| Fundraising | $304,949 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,809,124 | BOYAmt |
| EOY | $4,470,498 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,562 | BOYAmt |
| EOY | $214,884 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,178,863 | BOYAmt |
| EOY | $3,158,503 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,722 | BOYAmt |
| EOY | $3,825 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,723 | BOYAmt |
| EOY | $108,497 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,186,575 | BOYAmt |
| EOY | $1,071,759 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,677,099 | BOYAmt |
| EOY | $69,315,454 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $548,000 | BOYAmt |
| EOY | $548,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,672,668 | BOYAmt |
| EOY | $78,891,420 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,412 | BOYAmt |
| EOY | $59,750 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,412 | BOYAmt |
| EOY | $59,750 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,464,504 | BOYAmt |
| EOY | $1,748,636 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,078,752 | BOYAmt |
| EOY | $77,083,034 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,543,256 | BOYAmt |
| EOY | $78,831,670 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,672,668 | BOYAmt |
| EOY | $78,891,420 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $4,542,804 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,745,610 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,002,664 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,256,556 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,384,275 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,238,547 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,773,490 | CurrentTaxYearAmt |
| Total | $62,655,532 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,002,664 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,256,556 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,384,275 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,238,547 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,773,490 | CurrentTaxYearAmt |
| Total | $62,655,532 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,575,912 | SubstantialContributorsTotAmt |
| Public Support Total170 | $49,079,620 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,731,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,818,777 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $940,517 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,451,540 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,925,277 | CurrentTaxYearAmt |
| Total | $13,867,467 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $156,110 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus1 Year | $1,082 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,375 | CurrentTaxYearAmt |
| Total | $163,567 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $76,686,566 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,446,792 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64000 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 10 | FUND RAISERS 163,567 |
| SUPPLEMENTAL INFORMATION | FUND RAISERS |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,770,524 | BeginningYearBalanceAmt |
| Contributions | $5,022,861 | ContributionsAmt |
| Investment Earnings Or Losses | $7,579,528 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,388,790 | GrantsOrScholarshipsAmt |
| End Year Balance | $69,984,123 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,600,457 | BeginningYearBalanceAmt |
| Contributions | $5,367,573 | ContributionsAmt |
| Investment Earnings Or Losses | $7,043,319 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,240,825 | GrantsOrScholarshipsAmt |
| End Year Balance | $59,770,524 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $42,109,580 | BeginningYearBalanceAmt |
| Contributions | $4,285,785 | ContributionsAmt |
| Investment Earnings Or Losses | $4,767,212 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,562,120 | GrantsOrScholarshipsAmt |
| End Year Balance | $49,600,457 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,369,041 | BeginningYearBalanceAmt |
| Contributions | $1,282,645 | ContributionsAmt |
| Investment Earnings Or Losses | -$6,899,986 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,642,120 | GrantsOrScholarshipsAmt |
| End Year Balance | $42,109,580 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,213,187 | BeginningYearBalanceAmt |
| Contributions | $2,899,138 | ContributionsAmt |
| Investment Earnings Or Losses | $10,485,321 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,228,605 | GrantsOrScholarshipsAmt |
| End Year Balance | $49,369,041 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02130 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.94460 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.03410 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Invst Program Related Org InvstProgramRelatedOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMERCE TRUST INVESTMENT - PASSIVE | $34,423,996 | F |
| COMMERCE TRUST INVESTMENT - ACTIVE | $34,126,277 | F |
| MISC STOCK CERTIFICATES | $711,018 | F |
| JANUS | $54,162 | F |
| COMMERCE TRUST - GIFT ACCOUNT | $1 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $69,315,454 | TotalBookValueProgramRltdAmt |
| Total Rev Etc Audited Fincl Stmt | $16,407,650 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $16,407,650 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $16,407,650 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,864,846 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $11,864,846 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $11,864,846 | TotalExpensesPerForm990Amt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | FUND RAISER | Event1Nm |
| Gross Receipts Event1 | $1,209,513 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $1,209,513 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $507,005 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $1,209,513 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $1,209,513 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $507,005 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $507,005 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $702,508 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|---|---|---|
| COLORADO MESA UNIVERSITY | |||||||
| 1100 NORTH AVE | GRAND JUNCTION | CO | 81501 | 846001656 | $1,608,496 | SUPPORT UNIVERSITY | |
| COLORADO MESA UNIVERSITY | |||||||
| 1100 NORTH AVE | GRAND JUNCTION | CO | 81501 | 846001656 | $3,422,741 | ||
| COLORADO MESA UNIVERSITY | |||||||
| 1100 NIRTH AVE | GRAND JUNCTION | CO | 81501 | 846001656 | $498,703 | $312,512 | |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | STUDENT SCHOLARSHIPS | GrantTypeTxt |
| Cash Grant | $5,245,063 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 4, PART IV | FormAndLineReferenceDesc |
| Explanation | PART 1 LINE 2 GRANT FUNDS ARE USED BY COLORADO MESA UNIVERSITY OR COLORADO MESA UNIVERSITY STUDENTS. COLORADO MESA UNIVERSITY IS IN COLORADO SO ALL GRANTS ARE USED IN THE USA. | ExplanationTxt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $312,512 | NoncashContributionsRptF990Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | OTHER SUPPORT |
| FORM 990, PAGE 6, PART VI | DIFFERENCE BETWEEN TOTAL BOARD MEMBERS AND INDEPENDENT ARE 5 BOARD MEMBERS ARE NON-VOTING |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE EXECUTIVE DIRECTOR,CFO, AND A BOARD MEMBER REVIEW THE 990. |
| FORM 990, PAGE 6, PART VI, LINE 15A | EXECUTIVE DIRECTOR IS PAID BY CMU. THE FOUNDATION HAS NO EMPLOYEES |
| FORM 990, PAGE 6, PART VI, LINE 19 | UPON REQUEST, THE DOCUMENTS ARE MADE AVAILABLE IN A REASONABE AMOUNT OF TIME. |
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