2012-06-27T12:42:18-05:00 2011-12-31 840869721 EHRHARDT KEEFE STEINER & HOTTMAN PC 7979 E TUFTS AVENUE SUITE 400 DENVER CO 802372843 990 2011-01-01 261597530 COLORADO LEGACY FOUNDATION COLO 3037366477 1660 LINCOLN ST DENVER CO 80203 HELAYNE JONES 3037366477 2012-06-21 1 CRAIG R CHOUN P00173718 3037409400 2011 2016-02-24 21:20:13Z HELAYNE JONES 1660 LINCOLN ST DENVER CO 80203 8030159 0 X WWW.COLEGACY.ORG X 2007 CO THE COLORADO LEGACY FOUNDATION IDENTIFIES PROMISING IDEAS AND SHARES WITH ALL COLORADO SCHOOLS. 15 15 30 15 0 0 3519590 7822697 0 0 8358 11887 0 107803 3527948 7942387 133017 1188001 0 0 544963 1482122 0 0 87936 556180 1674776 1234160 4344899 2293788 3597488 3120245 6771859 151690 205816 2968555 6566043 X SEE SCHEDULE O 0 0 2578585 816210 EDUCATOR EFFECTIVENESS: COLORADO LEGACY FOUNDATION (CLF) CONTINUED TO PROVIDE SUPPORT FOR THE COMPREHENSIVE PLNA TO ENHANCE EDUCATOR EFFECTIVENESS STATEWIDE THIS WORK INCLUDES THE SUCCESSFUL IMPLEMENTATION OF SB 191, SUPPORT FOR THE STATE COUNCIL ON EDUCATOR EFFECTIVENESS, DEVELOPMENT OF RECOGNITION AWARDS FOR SCHOOLS AND DISTRICTS TARGETED AT THE IDENTIFICATION OF BEST PRACTICES THE CLF CONTINUED TO WORK CLOSELY WITH THE COLORADO DEPARTMENT OF EDUCATION AND THE NEW TEACHER PROJECT ON A STATEWIDE IMPLEMENTATION PLAN. 821275 179291 HEALTH AND WELLNESS IN COLORADO SCHOOLS: THE ORGANIZATION CONTINUED ITS ONGOING WORK TO ENSURE ALL COLORADO SCHOOL DISTRICTS HAVE POLICIES THAT PROMOTE THE HEALTH AND WELLNESS OF STUDENTS AND THE CONNECTION BETWEEN HEALTH AND WELLNESS AND STUDENT ACHIEVEMENT. THE ONLINE BEST PRACTICES GUIDE WAS UPDATED, THE SECOND ANNUAL SUMMIT AND DISTRICT AWARD RECOGNITION WAS HELD IN NOVEMBER, 2010. THE PROGRAM EXPANDED TO INCLUDE BULLY PREVENTION CLF CONTINUED TO PROVIDE TECHNICAL ASSISTANCE AND INNOVATION GRANTS TO SCHOOL DISTRICTS. 159810 92500 LEGACY SCHOOLS PROGRAM: CLF, IN CONJUCTION WITH THE NATIONAL MATH AND SCIENCE INIATIVE, FORMED THE COLORADO LEGACY SCHOOLS ADVANCED PLACEMENT TRAINING AND INCENTIVE PROGRAM. THE GOALS OF THIS PROGRAM ARE TO INCREASE SIGNIFICANTLY THE NUMBER AND DIVERSITY OF STUDENTS TAKING AND PASSING MATH, SCIENCE AND ENGLISH ADVANCED PLACEMENT EXAMS IN HIGH SCHOOL AND PREPARE THEM FOR CAREERS IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATHEMATICS. PROGRAM ELEMENTS INCLUDE TEACHER TRAINING, CURRICULAR SUPPORT, FINANCIAL INCENTIVES AND PROGRAM MANAGEMENT FOR ADMINISTRATORS, LEADERS, TEACHERS, AND STUDENTS OF PARTICIPATING MIDDLE AND HIGH SCHOOLS. 295442 100000 EXPANDED LEARNING OPPORTUNITIES (ELO): AN INNOVATIVE TEACHING AND LEARNING PLATFORM DESIGNED TO IGNITE THE UNIQUE POTENTIAL OF EVERY STUDENT THROUGH THE CREATION AND DELIVERY OF DRAMATICALLY PERSONALIZED LEARNING EXPERIENCES, ELO IS A NEW INITIATIVE THAT SEEKS TO CREATE LEARNING EXPERIENCES FOR STUDENTS THAT ARE REFLECTIVE OF HOW TODAY'S STUDENTS LEARN AND EXTEND BEYOND THE EXPERTISE OF THE ADULT IN THE CLASSROOM. IT IS CLOSELY TIED TO AND BUILDS ON THE WORK OF THE ELO COMMISSION, WHICH FOCUSED ON FOSTERING COLLABORATION AND PARTNERSHIPS AMONG TEACHERS, SCHOOLS, AND COMMUNITY AND NATIONAL PARTNERS TO USE THE SCHOOL DAY SO THAT IT IS UNRESTRICTED BY WALLS, CLOCKS, CALENDARS OR TRADITION. 295442 100000 3855112 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 54 0 1 30 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X MICHAEL MCBRIDE 3037366477 1660 LINCOLN SUITE 1680 DENVER CO 80203 DR STEPHEN SHOGAN 1.00 X X 0 0 0 MARLA WILLIAMS 1.00 X X 0 0 0 KAREN LEFEVER 1.00 X X 0 0 0 SANDRA SMYSER 1.00 X X 0 0 0 ELAINE GANTZ BERMAN 1.00 X 0 0 0 DONNA LYNNE 1.00 X 0 0 0 BARBARA O'BRIEN 1.00 X 0 0 0 GARY YOURTZ 1.00 X 0 0 0 GEORGE SPARKS 1.00 X 0 0 0 ADELE PHELAN 1.00 X 0 0 0 GREGORY ANDERSON 1.00 X 0 0 0 JOSEPH GARCIA 1.00 X 0 0 0 MONICA SKOK 1.00 X 0 0 0 MATTHEW SMITH 1.00 X 0 0 0 JAY HELMAN 1.00 X 0 0 0 HELAYNE JONES 40.00 X 150000 0 2978 MICHAEL MCBRIDE 40.00 X 63930 0 4795 NINA LOPEZ 40.00 X 106415 0 7981 320345 0 15754 2 0 1 0 THE NEW TEACHER PROJECT 186 JORALEMON ST BROOKLYN NY 11201 CONSULTING AND RESEARCH SERVICES 201275 SCHOOLHOUSE COMMUNICATIONS 12854 W HARVARD AVE LAKEWOOD CO 80228 COMMUNICATIONS SUPPORT 136048 RMC HEALTH 7525 W 10TH AVE LAKEWOOD CO 80214 CONTENT EXPERTISE - HEALTH & WELLNESS 135000 JEAN WILLIAMS 10158 BLUFFMONT LANE LONE TREE CO 80124 CONSULTING SERVICES 101109 4 18810 7803887 7822697 11887 11887 193085 18810 87772 105313 105313 MISCELLANEOUS REVENUE 900099 2490 2490 2490 7942387 0 0 119690 1188001 1188001 221703 120240 92182 9281 1069492 873346 140578 55568 33674 14933 18457 284 49987 21951 27647 389 107266 71095 31360 4811 145 30 115 2422 502 1920 8958 1855 7103 1155766 1129455 18181 8130 41671 41671 58236 49783 7564 889 32435 24958 5849 1628 76053 58521 13714 3818 111282 96509 14480 293 143498 137702 5496 300 14581 11220 2629 732 3041 3041 PARKING 12249 7132 3757 1360 MISCELLANEOUS EXPENSES 9170 2363 6354 453 PROFESSIONAL DEVELOPMEN 5269 3845 1424 4344899 3855112 401851 87936 2790739 6358294 150000 111500 4049 15000 43252 33054 159396 19159 24737 140237 103649 106116 3819 7658 3120245 6771859 64838 103250 75585 2500 11267 100066 151690 205816 X 158631 248468 2809924 6317575 2968555 6566043 3120245 6771859 3597488 0 X 0 1 1 X 0 X 556576 768807 3519595 7822697 12667675 556576 768807 3519595 7822697 12667675 7878817 4788858 37 2280 8358 11887 22562 104 2490 2594 12692831 451878 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8348 1475 6873 89061 11834 77227 61987 5850 56137 140237 ACCRUED LIABILITIES 100066 100066 7942387 4344899 3597488 3597488 7942387 0 7942387 0 7942387 4344899 0 4344899 0 4344899 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION APPLIES A MORE-LIKELY-THAN-NOT MEASUREMENT METHODOLOGY TO REFLECT THE FINANCIAL STATEMENT IMPACT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AFTER EVALUATING THE TAX POSITIONS TAKEN, NONE ARE CONSIDERED TO BE UNCERTAIN; THEREFORE, NO AMOUNTS HAVE BEEN RECOGNIZED AS OF DECEMBER 31, 2011 AND 2010. IF INCURRED, INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS WOULD BE RECORDED IN THE PERIOD ASSESSED AS MISCELLANEOUS ADMINISTRATIVE EXPENSE. NO INTEREST OR PENALTIES HAVE BEEN ASSESSED AS OF DECEMBER 31, 2011 AND 2010. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION INCLUDE 2008 THROUGH 2011. LUNCHEON 211895 18810 193085 7625 24014 56133 211895 18810 193085 7625 24014 56133 87772 105313 1 ADAMS 12 FIVE STAR SCHOOLS 1500 EAST 128TH AVENUE THORNTON CO 80241 846000822 25000 SEE SCH. I, PART IV ADAMS COUNTY SCHOOL DISTRICT 14 5291 EAST 60TH AVE COMMERCE CITY CO 80022 846000823 10000 SEE SCH. I, PART IV ADAMS-ARAPAHOE 28J SCHOOL DISTRICT 15701 EAST FIRST AVE SUITE 106 AURORA CO 80011 846000870 10000 SEE SCH. I, PART IV AURORA PUBLIC SCHOOLS 15701 EAST FIRST AVE SUITE 106 AURORA CO 80011 846000870 25000 SEE SCH. I, PART IV BETHUNE SCHOOL DISTRICT R-5 145 WEST 3RD AVE BETHUNE CO 80805 846001382 10000 SEE SCH. I, PART IV BOULDER VALLEY SCHOOL DISTRICT 6500 ARAPAHOE ROAD BOULDER CO 80303 846014683 35000 SEE SCH. I, PART IV BUFFALO SCHOOL DISTRICT RE-4J 315 LEE STREET MERINO CO 80741 846013385 10000 SEE SCH. I, PART IV CAMPO SCHOOL DISTRICT RE-6 480 MAPLE STREET CAMPO CO 81029 846013868 10000 SEE SCH. I, PART IV CENTENNIAL HIGH SCHOOL -PCSD 315 WEST 11TH STREET PUEBLO CO 81003 846001882 11100 SEE SCH. I, PART IV CENTENNIAL SCHOOL DISTRICT 14664 HIGHWAY 159 SAN LUIS CO 81152 840518168 20000 SEE SCH. I, PART IV CENTER CONSOLIDATED SCHOOL DISTRICT 550 SYLVESTER AVE CENTER CO 81125 846001943 5000 SEE SCH. I, PART IV CHERRY CREEK SCHOOLS 4850 SOUTH YOSEMITE ST GREENWOOD VILLAGE CO 80111 846000864 5000 SEE SCH. I, PART IV COLORADO DEPARTMENT OF EDUCATION 201 EAST COLFAX AVE DENVER CO 80203 840644739 161500 SEE SCH. I, PART IV COLORADO LEAGUE OF CHARTER SCHOOLS 725 S BROADWAY SUITE 7 DENVER CO 80209 841288512 5000 SEE SCH. I, PART IV COLORADO SPRINGS SCHOOL DISTRICT 11 1115 N EL PASO STREET COLORADO SPRINGS CO 81503 846001179 10000 SEE SCH. I, PART IV COLUMBINE HIGH SCHOOL 1829 DENVER WEST DRIVE BLDG 27 GOLDEN CO 80401 846002817 17700 SEE SCH. I, PART IV DENVER PUBLIC SCHOOLS 900 GRANT STREET DENVER CO 80203 846001099 130000 SEE SCH. I, PART IV DURANGO SCHOOL DISTRICT 9R 201 EAST 12TH STREET DURANGO CO 81301 846012500 10000 SEE SCH. I, PART IV EAGLE COUNTY SCHOOL DISTRICT PO BOX 740 EAGLE CO 81631 846012253 150000 SEE SCH. I, PART IV EAST GRAND SCHOOL DISTRICT PO BOX 125 GRANBY CO 80446 846011425 10000 SEE SCH. I, PART IV ELIZABETH C-1 SCHOOL DISTRICT 634 DALE COURT ELIZABETH CO 80107 846001145 10000 SEE SCH. I, PART IV FRUITA MONUMENT HIGH SCHOOL - MCVSD 2115 GRAND AVENUE GRAND JUNCTION CO 81501 846002839 23200 SEE SCH. I, PART IV GRAND JUNCTION HIGH SCHOOL - MCVSD 2115 GRAND AVENUE GRAND JUNCTION CO 81501 846002839 19600 SEE SCH. I, PART IV IDALIA SCHOOL DISTRICT RJ-3 26845 COUNTY ROAD 92 IDALIA CO 80735 841579345 10000 SEE SCH. I, PART IV JAMES IRWIN CHARTER HIGH SCHOOL 5525 ASTROZON BLVD COLORADO SPRINGS CO 80916 841531085 9000 SEE SCH. I, PART IV MANITOU SPRINGS SCHOOL DISTRICT # 14 405 EL MONTE PLACE MANITOU SPRINGS CO 80829 846001181 10000 SEE SCH. I, PART IV MONTE VISTA SCHOOL C-8 345 E PROSPECT AVE MONTE VISTA CO 81144 846001901 5291 SEE SCH. I, PART IV NORTHGLENN HIGH SCHOOL 1500 EAST 138TH AVENUE THORNTON CO 80241 846000822 10200 SEE SCH. I, PART IV POUDRE SCHOOL DISTRICT 2407 LAPORTE AVENUE FORT COLLINS CO 80521 846013733 5000 SEE SCH. I, PART IV SAN JUAN BOCES 201 EAST 12TH STREET DURANGO CO 81301 840603542 200000 SEE SCH. I, PART IV SANGRE DE CRISTO SCHOOL DISTRICT 8751 LANE 7 MOSCA CO 81146 846012005 10000 SEE SCH. I, PART IV THOMPSON SCHOOL DISTRICT 2890 N MONROE AVE LOVELAND CO 80538 846013346 203710 SEE SCH. I, PART IV 33 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: PROCEDURES TO MONITOR THE USE OF GRANTS AWARDED TO SCHOOL DISTRICTS INCLUDE CONTRACTUAL AGREEMENTS BETWEEN THE FOUNDATION AND THE SCHOOL DISTRICT OUTLINING THE PURPOSE OF THE GRANT, THE APPROVED AND PROHIBITED USES FOR EXPENDITURE OF FUNDING AND THE REQUIREMENT FOR YEAR END FINANCIAL STATEMENTS SIGNED BY DISTRICT SUPERINTENDANTS. SCHEDULE I, PART II, COLUMN (H) THE PURPOSE OF THESE GRANTS WAS TO AWARD FUNDS TO COLORADO SCHOOL DISTRICTS PROPOSING TO ADDRESS BEST PRACTICES IN STUDENT AND/OR EMPLOYEE HEALTH AND WELLNESS. THE GRANTS WERE AWARDED THROUGH A COMPETITIVE REQUEST FOR PROPOSALS COMPLETED BY COLORADO SCHOOL DISTRICTS. PROPOSED STRATEGIES ADDRESSED NUTRITION, HEALTH EDUCATION, WORKPLACE WELLNESS, HEALTH SERVICE AND/OR PHYSICAL ACTIVITY. SCHOOL DISTRICTS AWARDED THE GRANT FUNDING WERE ASKED TO DEMONSTRATE ADVANCES IN POLICY AND PRACTICE TO POSITIVELY IMPACT HEALTH AND WELLNESS. X X X 0 0 0 0 0 0 0 0 0 HELAYNE JONES 150000 0 0 0 0 0 938 0 2040 0 152978 0 0 0 ORGANIZATION MISSION STATEMENT FORM 990, PART III, LINE 1 THE COLORADO LEGACY FOUNDATION CONVENES EDUCATORS, POLICYMAKERS, AND COMMUNITY LEADERS TO IMPROVE SCHOOLS OUT APPROACH IS TO IDENTIFY PROMISING IDEAS, INVEST IN THOSE INNOVATIVE IDEAS, EVALUATE RESULTS AND SHARE SUCCESSFUL BEST PRACTICES WITH ALL COLORADO SCHOOL DISTRICTS AND SCHOOLS. FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY MANAGEMENT AND PRESENTED TO BOTH THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND THE BOARD OF DIRECTORS ARE REQUIRED TO READ, UNDERSTAND, AND SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, AND REPORT PROMPTLY ANY SUCH INTEREST THAT ARISES IN THE INDIVIDUAL'S CONDUCT OF THE ORGANIZATION'S BUSINESS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL EVALUATION AND REVIEW OF THE PRESIDENT/CEO'S PERFORMANCE AND SETS COMPENSATION USING COMPARABITY DATA FROM SALARY SURVEYS. THE ORGANIZATION MAINTAINS THE APPROPRIATE DOCUMENTATION OF THE COMPENSATION SETTING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST.