2014-05-14T10:57:35-05:00 2013-12-31 010724563 ANTON COLLINS MITCHELL LLP 3545 WEST 12TH STREET SUITE 201 GREELEY CO 80634 990 2013-01-01 841315296 THE COMMUNITY FOUNDATION SERVING GREELEY & WELD COUNTY COMM 9703049970 2425 35TH AVENUE SUITE 201 GREELEY CO 80634 JUDY KNAPP PRESIDENT 9703049970 2014-05-14 1 RANDY WATKINS P00916517 3033521700 2013 2015-11-30 17:44:51Z X JUDY KNAPP 2425 35TH AVENUE SUITE 201 GREELEY CO 80634 3696954 0 X WWW.CFSGWC.ORG X 1995 CO 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. 14 14 4 57 0 0 1799473 2952601 0 31939 669831 703374 34341 9040 2503645 3696954 883585 1002823 0 0 187522 240253 0 0 63167 154788 798270 1225895 2041346 1277750 1655608 13394340 16599616 1003788 1189242 12390552 15410374 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 1407430 672804 10957 THE FOUNDATION ADMINISTERS VARIOUS ENDOWMENTS AND CONTRIBUTIONS EARMARKED FOR SCHOLARSHIPS AND COMMUNITY GRANTS. 330019 330019 20982 THE FOUNDATION ADMINISTERED THE HONOR FLIGHT NORTHERN COLORADO WHICH SUPPORTS LOCAL VETERANS BY HOSTING A TRIP TO WASHINGTON, D.C. 1737449 1 1 0 0 0 1 0 0 0 1 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 24 0 4 1 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 JUDY KNAPP 9703049970 2425 35TH AVENUE SUITE 201 GREELEY CO 80634 KAREN BURD PAST CHAIR 1.00 X X 0 0 0 MIKE PAYNE CHAIRMAN 1.00 X X 0 0 0 HEIDI KLEPPER SECRETARY/ASST TREASURER 1.00 X X 0 0 0 NICK BERRYMAN TREASURER 1.00 X X 0 0 0 TIM ULRICH VICE CHAIRMAN 1.00 X X 0 0 0 JOHN ADAMS DIRECTOR 1.00 X 0 0 0 MATT ANDERSON DIRECTOR 1.00 X 0 0 0 BETH BASHOR DIRECTOR 1.00 X 0 0 0 NORA GARZA DIRECTOR 1.00 X 0 0 0 LEE KORINS 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 DIRECTOR 1.00 X 0 0 0 ROB WALDO DIRECTOR 1.00 X 0 0 0 JUDY KNAPP PRESIDENT AND CEO 40.00 X 78494 0 3861 78494 0 3861 0 0 0 0 0 2952601 148520 2952601 ADMINISTRATION FEES 900099 10957 10957 20982 20982 31939 360708 360708 9040 9040 342666 0 342666 342666 342666 3696954 31939 0 712414 1002823 1002823 82355 24707 57648 119030 53419 18892 46719 23156 8972 10439 3745 15712 6068 6008 3636 10607 10607 1726 1726 13333 13333 81505 81505 2436 2436 7859 7859 5466 5466 15657 15657 841 841 4493 4493 245 245 PROGRAM EXPENSE 639734 639734 DONOR DEVELOPMENT 9067 9067 TELEPHONE 2716 2716 RELOCATION 2585 2585 2041346 1737449 240730 63167 11686 14552 2608497 2612604 15349 11027 28928 44849 22000 0 1762 748 90640 35716 54000 54924 8591522 11152893 2018796 2664719 41800 43300 13394340 16599616 7663 10704 53685 150425 942440 1028113 1003788 1189242 X 552327 1215534 2578660 4184969 9259565 10009871 12390552 15410374 13394340 16599616 X 1655608 1478387 -114173 X 0 1 X 1 0 X 697624 831119 1061847 1799473 2952601 7342664 697624 831119 1061847 1799473 2952601 7342664 7342664 305247 290674 303944 308234 369748 1577847 15753 26301 24578 31939 98571 9019082 0.81410 0.78800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 20 370372 79562 2354316 1 1 11266652 273067 1812004 349080 -23845 209557 12816931 9902734 1085076 888388 349035 2414 258097 11266652 9592178 373686 396921 314748 -29984 175287 9902734 8925082 205597 910580 288939 420 159722 9592178 7918580 180353 1388866 416458 660 145599 8925082 0.00000 0.78000 0.22000 0 0 53276 53276 37364 35716 1648 54924 POOLED ASSET ACCOUNT 2664719 F 2664719 AGENCY FUNDS 972359 ANNUITY OBLIGATION 55754 1028113 X 4945590 1478387 3634 -691 1481330 3464260 81505 151189 232694 3696954 1925767 3634 3634 1922133 81505 37708 119213 2041346 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 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: ACTUARIAL CHANGE IN ANNUITIES -691. PART XI, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUND INCOME 151,189. PART XII, LINE 4B - OTHER ADJUSTMENTS: AGENCY FUND EXPENSES 37,708. 1 BOOK TRUST 789 SHERMAN STREET STE 300A DENVER CO 80203 204124164 501(C)(3) 6000 ENABLING STUDENTS THROUGH LITERACY IN GREELEY/EMPOWERING STUDENTS THROUGH LITERACY FIRST CONGREGATIONAL CHURCH 2101 16TH STREET GREELEY CO 80631 840419732 13500 CHARITABLE GREELEYWELD SENIOR FOUNDATION INC PO BOX 336325 GREELEY CO 80633 841181424 501(C)(3) 5797 CHARITABLE NCMC FOUNDATION 1801 16TH STREET GREELEY CO 80631 840718355 501(C)(3) 21352 CONTINUING EDUCATION FOR CRAIG NELSON/2013 ENDOWMENT/PARAMEDIC CONTINUING EDUCATION THE GREELEY TRANSITIONAL HOUSE INC 1206 10TH STREET GREELEY CO 80631 841045958 501(C)(3) 11500 OPERATING GRANT/PROFESSIONAL WOMEN'S CLOTHING PROGRAM/TEEN LIFE SKILLS UNITED WAY OF WELD COUNTY INC PO BOX 1944 GREELEY CO 80632 846011918 501(C)(3) 406683 CHARITABLE/FLOOD RELIEF/REALIZING INDEPENDENCE THROUGH EDUCATION/FAMILY FRIEND AND NEIGHBOR PROVIDERS ADVANCING SCHOOL OUTCOMES PROMISES FOR CHILDREN/COLLABORATION GRANT-CHAMPIONS PROGRAM/2013 ENDOWMENT DISTRIBUTION WELD COUNTY SCHOOL DISTRICT 6 1025 9TH AVENUE GREELEY CO 80631 846002058 163540 TEACHER MINI GRANT-WINOGRAD K-8-L. TELLEZ, JEFFERSON HIGH SCHOOL-C.SIGMAN/NORTHRIDGE HIGH SCHOOL-D. PATTERSON/IPAD PROJECT FOR MIDDLE & K-8 SCHOOLS/GREELEY WEST AVID PROGRAM/WINOGRAD AFTER-SCHOOL PROGRAM/POUDRE LEARNING CETNER/21ST CENTURY EDUCATIONAL GRANTS/BUSINESS PATHWAYS, CTE PROJECT/MIDDLE SCHOOL LEADERSHIP CONFERENCE/EXTREME SCIENCE PROJECT ARC OF WELD COUNTY 5312 WEST 9TH STREET DRIVE STE 150 GREELEY CO 80634 841222223 501(C)(3) 8000 COLLABORATION GRANT- PROJECT ILLUMINATION CATHOLIC CHARITIES NORTHERN WELD COUNTY OFFICE 1442 N 11TH AVENUE GREELEY CO 80631 840686679 501(C)(3) 6580 DISTRIBUTION FOR GUADALUPE COMMUNITY ASSISTANCE CENTER/THANKSGIVING NON EVENT BALL CHAMPION MINISTRIES INC DBA GROUNDWIRE PO BOX 1323 CASTLE ROCK CO 801041323 841341326 501(C)(3) 10000 COACHING CORPS, RECRUITMENT IMPROVEMENT, TRAINING AND ACCOUNTABILITY CITY OF GREELEY MUSEUM 714 8TH STREET GREELEY CO 80631 846000593 501(C)(3) 5169 KATE UNVEILED: THE WOMAN BEHIND THE LEGEND OF RATTLESNAKE KATE GREELEY WESLEYAN CHURCH 3600 22ND STREET GREELEY CO 80634 351148762 501(C)(3) 10000 DONATION TO GENERAL FUND HIGH PLAINS LIBRARY DISTRICT FOUNDATION 2650 W 29TH STREET GREELEY CO 80631 841600136 501(C)(3) 5000 SUMMER READING PROGRAM IOWA STATE UNIVERSITY FOUNDATION PO BOX 868 2505 ELWOOD DRIVE AMES IA 500100868 421143702 501(C)(3) 5250 CHARITABLE LIFEBRIDGE CHRISTIAN CHURCH 10345 UTE HWY LONGMONT CO 805049737 840463390 501(C)(3) 10000 JOHNSTOWN/MILLIKEN INTERFAITH ALLIANCE FLOOD RECOVERY GRANT FOR YOUTH NEEDS NORTH RANGE BEHAVIORAL HEALTH 1300 N 17TH AVENUE GREELEY CO 80631 840622660 501(C)(3) 5000 OPERATING SUPPORT FOR SESS ROCKY MOUNTAIN RYLA INC PO BOX 5073 GREENWOOD VILLAGE CO 801555073 743075465 501(C)(3) 7200 2013 RYLA AND YOUNG RYLA/ 2012 RYLA PROGRAM SOUTHERN COLORADO COMMUNITY FOUNDATION 121 WEST FIRST STREET SUITE 240 PUEBLO CO 81003 841449305 501(C)(3) 18873 BACA COUNTY COMMUNITY FOUNDATION DISTRIBUTION OF FUND BALANCE TOWN OF MILLIKEN PO BOX 290 MILLIKEN CO 80543 846000696 10000 SKATE PARK COVERED SHELTER CHALLENGE GRANT UNION COLONY CHILDREN'S MUSIC ACADEMY 2101 16TH STREET GREELEY CO 80631 841601352 501(C)(3) 8278 SPECIAL COMMUNITY ORCHESTRA/SPECIAL NEEDS MUSIC/MUSICAL CONNECTIONS PROJECT SUPPORT YOUTH AND FAMILY CONNECTIONS 2835 W 10TH STREET GREELEY CO 80634 331119333 501(C)(3) 9000 COLLABORATION GRANT- SYSTEM OF CARE PROGRAM/OPERATING GRANT 18 3 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 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 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. X 17328 FAIR MARKET VALUE X 4 131192 FAIR MARKET VALUE 0 0 0 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 DECEMBER 2013. 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 -691. AGENCY FUND REVENUE -113,482.