ELEVATIONS FOUNDATION INC: Form 990, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
ELEVATIONS FOUNDATION INC (EIN 27-3484142)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-09-24
IRS object ID
202602679349300630
Schema version
2025v4.2
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

FieldValueIRS element (for citing)
Return2026-09-24T10:53:53-05:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY ADVISORY GROUP LPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1805 SW BROADWAY STE 1400AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97205ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN273484142EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ELEVATIONS FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlELEVBusinessNameControlTxt
Phone3034434672PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9004AddressLine1Txt
CityBOULDERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80301ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGYTIS TUMINASPersonNm
Person TitleCHAIRPersonTitleTxt
Phone3034434672PhoneNum
Signature2026-09-17SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHAD SCHRAUFNAGELPreparerPersonNm
PTINP00446922PTIN
Phone5032421447PhoneNum
Preparation2026-09-17PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1LOCAL CHANGE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerGYTIS TUMINASPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9004AddressLine1Txt
CityBOULDERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80301ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,003,587GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LOCALCHANGEFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2010FormationYr
Legal Domicile StateCOLegalDomicileStateCd
Activity Or MissionWE BRING PEOPLE AND RESOURCES TOGETHER TO STRENGTHEN OUR COMMUNITIES.ActivityOrMissionDesc
Voting Members Governing Body13VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee2TotalEmployeeCnt
Total Volunteers30TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$752,261PYContributionsGrantsAmt
CY Contributions Grants$902,671CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$25,438PYInvestmentIncomeAmt
CY Investment Income$42,843CYInvestmentIncomeAmt
PY Other Revenue$12,374PYOtherRevenueAmt
CY Other Revenue$6,000CYOtherRevenueAmt
PY Total Revenue$790,073PYTotalRevenueAmt
CY Total Revenue$951,514CYTotalRevenueAmt
PY Grants And Similar Paid$150,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$220,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$191,832PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$250,339CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$104,679CYTotalFundraisingExpenseAmt
PY Other Expenses$60,915PYOtherExpensesAmt
CY Other Expenses$66,132CYOtherExpensesAmt
PY Total Expenses$402,747PYTotalExpensesAmt
CY Total Expenses$536,471CYTotalExpensesAmt
PY Revenues Less Expenses$387,326PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$415,043CYRevenuesLessExpensesAmt
Total Assets BOY$2,426,722TotalAssetsBOYAmt
Total Assets EOY$3,211,125TotalAssetsEOYAmt
Total Liabilities BOY$21,002TotalLiabilitiesBOYAmt
Total Liabilities EOY$24,332TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,405,720NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,186,793NetAssetsOrFundBalancesEOYAmt
MissionWE BRING PEOPLE AND RESOURCES TOGETHER TO STRENGTHEN OUR COMMUNITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$177,434ExpenseAmt
Grant$120,000GrantAmt
Revenue$6,000RevenueAmt
DescFUNDING OF $120,000 IN SCHOLARSHIPS TO 24 DESERVING STUDENTS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$70,000ExpenseAmt
Grant$70,000GrantAmt
DescSUPPORT WAS GIVEN TO VARIOUS ORGANIZATIONS WHICH BENEFIT THE LOCAL COMMUNITY.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$30,000ExpenseAmt
Grant$30,000GrantAmt
DescFHLB AFFORDABLE HOUSING GRANT PROGRAMDesc
FieldValueIRS element (for citing)
Total Program Service Expenses$277,434TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee2EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members13GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JENNIFER HINDERLITERBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3034434672PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9004AddressLine1Txt
CityBOULDERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80301ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
GERRY AGNES
DIRECTOR1.0040.00Yes (X)$0$1,356,223$29,304
TAMMY TEITSCHEID
DIRECTOR1.0040.00Yes (X)$0$1,060,861$34,074
WENDY BESWICK
DIRECTOR1.0040.00Yes (X)$0$597,973$23,962
IAN BENNETT
DIRECTOR1.0040.00Yes (X)$0$375,185$34,892
GYTIS TUMINAS
VICE CHAIR1.0040.00Yes (X)$0$328,645$22,867Yes (X)
DENNIS PAUL
DIRECTOR1.0040.00Yes (X)$0$239,582$19,173
GARRY WOODS
DIRECTOR1.008.00Yes (X)$0$65,000$0
DON CHEYNE
TREASURER1.000.00Yes (X)$0$0$0Yes (X)
CHARLENE MOSER
CHAIR1.000.00Yes (X)$0$0$0Yes (X)
DAN MASLOWSKI
SECRETARY1.000.00Yes (X)$0$0$0Yes (X)
CHRISTINA DAVIES
DIRECTOR1.000.00Yes (X)$0$0$0
JENNIFER LEOSZ
DIRECTOR1.000.00Yes (X)$0$0$0
DARCY MOREL
DIRECTOR1.000.00Yes (X)$0$0$0
JENNIFER HINDERLITER
EXECUTIVE DIRECTOR40.000.00$163,660$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$163,660TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$4,023,469TotReportableCompRltdOrgAmt
Total Other Compensation$164,272TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$152,026FundraisingAmt
Related Organizations$599,733RelatedOrganizationsAmt
All Other Contributions$150,912AllOtherContributionsAmt
Total Contributions$902,671TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$42,843TotalRevenueColumnAmt
Exclusion$42,843ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$52,073FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$152,026ContriRptFundraisingEventAmt
Fundraising Direct Expenses$52,073FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescGRANTS REFUNDDesc
Business900099BusinessCd
Total Revenue Column$6,000TotalRevenueColumnAmt
Related Or Exempt Func Income$6,000RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$6,000OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$951,514TotalRevenueColumnAmt
Related Or Exempt Func Income$6,000RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$42,843ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$70,000TotalAmt
Program Services$70,000ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$150,000TotalAmt
Program Services$150,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$169,067TotalAmt
Program Services$33,813ProgramServicesAmt
Management And General$67,627ManagementAndGeneralAmt
Fundraising$67,627FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$64,405TotalAmt
Program Services$12,881ProgramServicesAmt
Management And General$25,762ManagementAndGeneralAmt
Fundraising$25,762FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$16,867TotalAmt
Program Services$3,373ProgramServicesAmt
Management And General$6,747ManagementAndGeneralAmt
Fundraising$6,747FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$7,000TotalAmt
Management And General$7,000ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$8,386TotalAmt
Management And General$8,386ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$21,851TotalAmt
Management And General$21,851ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$616TotalAmt
Management And General$616ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,683TotalAmt
Management And General$3,683ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$16,453TotalAmt
Program Services$7,367ProgramServicesAmt
Management And General$4,543ManagementAndGeneralAmt
Fundraising$4,543FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,390TotalAmt
Management And General$3,390ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescPROGRAM EVENTSDesc
Total$2,997TotalAmt
Management And General$2,997ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,756TotalAmt
Management And General$1,756ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$536,471TotalAmt
Program Services$277,434ProgramServicesAmt
Management And General$154,358ManagementAndGeneralAmt
Fundraising$104,679FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$132,530BOYAmt
EOY$65,887EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$117,556BOYAmt
EOY$124,577EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$31,500EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$11,123BOYAmt
EOY$8,112EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,165,513BOYAmt
EOY$2,981,049EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,426,722BOYAmt
EOY$3,211,125EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$21,002BOYAmt
EOY$24,332EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$21,002BOYAmt
EOY$24,332EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$236,707BOYAmt
EOY$205,744EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,169,013BOYAmt
EOY$2,981,049EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,405,720BOYAmt
EOY$3,186,793EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,426,722BOYAmt
EOY$3,211,125EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$415,043ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$366,030NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,331,582CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,163,189CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$631,556CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$752,261CurrentTaxYearMinus1YearAmt
Current Tax Year$902,671CurrentTaxYearAmt
Total$4,781,259TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,331,582CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,163,189CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$631,556CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$752,261CurrentTaxYearMinus1YearAmt
Current Tax Year$902,671CurrentTaxYearAmt
Total$4,781,259TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,720,089SubstantialContributorsTotAmt
Public Support Total170$3,061,170PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$66,570CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$37,062CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$23,509CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$25,438CurrentTaxYearMinus1YearAmt
Current Tax Year$42,843CurrentTaxYearAmt
Total$195,422TotalAmt
FieldValueIRS element (for citing)
Total Support$4,976,681TotalSupportAmt
Gross Receipts Rltd Activities$220,581GrossReceiptsRltdActivitiesAmt
Public Support CY1700.61510PublicSupportCY170Pct
Public Support PY1700.64260PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,165,514BeginningYearBalanceAmt
Contributions$500,000ContributionsAmt
Investment Earnings Or Losses$333,664InvestmentEarningsOrLossesAmt
Other Expenditures$18,129OtherExpendituresAmt
End Year Balance$2,981,049EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,664,969BeginningYearBalanceAmt
Contributions$400,000ContributionsAmt
Investment Earnings Or Losses$169,377InvestmentEarningsOrLossesAmt
Other Expenditures$68,832OtherExpendituresAmt
End Year Balance$2,165,514EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,230,188BeginningYearBalanceAmt
Contributions$300,000ContributionsAmt
Investment Earnings Or Losses$194,878InvestmentEarningsOrLossesAmt
Other Expenditures$60,097OtherExpendituresAmt
End Year Balance$1,664,969EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,526,646BeginningYearBalanceAmt
Investment Earnings Or Losses-$258,234InvestmentEarningsOrLossesAmt
Other Expenditures$38,224OtherExpendituresAmt
End Year Balance$1,230,188EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,414,399BeginningYearBalanceAmt
Investment Earnings Or Losses$140,155InvestmentEarningsOrLossesAmt
Other Expenditures$27,908OtherExpendituresAmt
End Year Balance$1,526,646EndYearBalanceAmt
FieldValueIRS element (for citing)
Prmnnt Endowment Balance EOY1.00000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE PURPOSE OF THE ENDOWMENT IS TO ACT AS AN INVESTMENT FUND FROM WHICH THE FOUNDATION MAKES PERIODIC WITHDRAWALS INTO ITS ANNUAL OPERATING BUDGET.
PART X, LINE 2:THE FOUNDATION IS STATE AND FEDERALLY TAX-EXEMPT UNDER THE INTERNAL REVENUE CODE 501(C)(3), EXCEPT TO THE EXTENT OF UNRELATED BUSINESS INCOME. TAXES FROM THE FOUNDATION'S UNRELATED BUSINESS INCOME WOULD BE IMMATERIAL AND HAVE NOT BEEN RELECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GOLF TOURNAMENTEvent1Nm
Gross Receipts Event1$133,704GrossReceiptsEvent1Amt
Charitable Contri Event1$85,797CharitableContriEvent1Amt
Gross Revenue Event1$47,907GrossRevenueEvent1Amt
Non Cash Prizes Event1$4,654NonCashPrizesEvent1Amt
Rent Facility Costs Event1$31,697RentFacilityCostsEvent1Amt
Food And Beverage Event1$327FoodAndBeverageEvent1Amt
Entertainment Event1$6,200EntertainmentEvent1Amt
Other Direct Expenses Event1$5,028OtherDirectExpensesEvent1Amt
Event2BASKET DRAWINGEvent2Nm
Gross Receipts Event2$14,171GrossReceiptsEvent2Amt
Charitable Contri Event2$14,171CharitableContriEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$56,224GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$52,058CharitableContriOtherEventsAmt
Gross Revenue Other Events$4,166GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$283NonCashPrizesOtherEventsAmt
Oth Direct Expnss Other Events$3,884OthDirectExpnssOtherEventsAmt
Gross Receipts Total$204,099GrossReceiptsTotalAmt
Charitable Contributions Tot$152,026CharitableContributionsTotAmt
Gross Revenue Total Events$52,073GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$4,937NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$31,697RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$327FoodAndBeverageTotalEventsAmt
Entertainment Total Events$6,200EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$8,912OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$52,073DirectExpenseSummaryEventsAmt
Net Income Summary$0NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
MEDICINE HORSE PROGRAM
PO BOX 17068BOULDERCO80308841558664501(C)(3)$10,000$0EQUINE-FACILITATED MENTAL HEALTH PROGRAM
THE INN BETWEEN OF LONGMONT
515 KIMBARK STREET SUITE 107LONGMONTCO80501841476894501(C)(3)$10,000$0AFFORDABLE HOUSING TO PROMOTE STABILITY TO FAMILIES AND INDIVIDUALS
FieldValueIRS element (for citing)
Total501c3 Org2Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmt
FHLB AFFORDABLE HOUSING GRANT PROVIDED AT MEMBER MORTGAGE CLOSING3$30,000
EDUCATIONAL SCHOLARSHIPS24$120,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationALL GRANTS REQUIRE A WRITTEN APPLICATION. ORGANIZATIONS RECEIVING GRANTS ARE REVIEWED AND RESEARCHED BY THE BOARD OF DIRECTORS. INFORMATION REVIEWED INCLUDES FINANCIAL STATEMENTS AND PRIOR FORM 990 FILINGS. THE FOUNDATION GAVE GRANTS TO ORGANIZATIONS TOTALING $70,000 IN 2025.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
GERRY AGNES
DIRECTOR$0$906,493$0$449,730$0$0$0$14,000$0$15,304$0$1,385,527$0$0
TAMMY TEITSCHEID
DIRECTOR$0$491,297$0$241,564$0$328,000$0$14,000$0$20,074$0$1,094,935$0$0
WENDY BESWICK
DIRECTOR$0$395,513$0$202,460$0$0$0$14,000$0$9,962$0$621,935$0$0
IAN BENNETT
DIRECTOR$0$0$0$0$0$375,185$0$14,000$0$20,892$0$410,077$0$0
GYTIS TUMINAS
VICE CHAIR$0$255,833$0$72,812$0$0$0$13,290$0$9,577$0$351,512$0$0
DENNIS PAUL
DIRECTOR$0$187,925$0$51,657$0$0$0$9,460$0$9,713$0$258,755$0$0
JENNIFER HINDERLITER
EXECUTIVE DIRECTOR$143,575$0$20,085$0$0$0$0$0$0$0$163,660$0$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 4BFormAndLineReferenceDesc
ExplanationELEVATIONS CREDIT UNION, A RELATED ORGANIZATION TO ELEVATIONS FOUNDATION INC, HAS ENTERED INTO 457(F) DEFERRED COMPENSATION AGREEMENTS WITH CERTAIN SENIOR EXECUTIVES. THE FOLLOWING WERE THE PLAN CONTRIBUTIONS/DISTRIBUTIONS DURING 2025: GERRY AGNES: CONTRIBUTION OF $1,000,000 TAMMY TEITSCHEID: DISTRIBUTION OF $328,000 WENDY BESWICK: CONTRIBUTION OF $120,000ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 WAS PREPARED BY A CPA FIRM. PRIOR TO FILING, THE FORM 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS. AFTER REVIEW AND APPROVAL BY THE BOARD TREASURER, THE FORM 990 IS THEN FILED.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY, THE BOARD OF DIRECTORS REVIEWS THE CONFLICT OF INTEREST POLICY. EACH DIRECTOR THEN SIGNS A CODE OF CONDUCT/CONFLICT OF INTEREST DISCLOSURE STATING THAT THEY UNDERSTAND THE POLICIES AND WILL REPORT ANY POTENTIAL CONFLICTS OR VIOLATIONS TO THE CHAIR OF THE BOARD. ANYONE WITH A CONFLICT OF INTEREST DOES NOT PARTICIPATE IN ANY DELIBERATIONS OR VOTE ON THE TRANSACTION.
FORM 990, PART VI, SECTION B, LINE 15ATHE TOTAL REWARDS DEPARTMENT OF ELEVATIONS CREDIT UNION, INDEPENDENT FROM ELEVATIONS FOUNDATION, USED THIRD-PARTY COMPENSATION DATA TO PROVIDE THE RECOMMENDATION FOR PAY FOR THE ELEVATIONS FOUNDATION EXECUTIVE DIRECTOR. THE DATA WAS PROVIDED TO THE FOUNDATION'S GOVERNANCE COMMITTEE, WHICH USED THE DATA TO DETERMINE THE COMPENSATION OFFERED TO THE EXECUTIVE DIRECTOR.
FORM 990, PART VI, SECTION C, LINE 19THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1ELEVATIONS CREDIT UNIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 9004AddressLine1Txt
CityBOULDERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80301ZIPCd
FieldValueIRS element (for citing)
EIN840459116EIN
Primary ActivitiesPROMOTE THRIFT AND PROVIDE LOWER COST CREDIT TO MEMBERS OF THE CREDITPrimaryActivitiesTxt
Legal Domicile StateCOLegalDomicileStateCd
Exempt Code Section501(C)(14)ExemptCodeSectionTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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