2023-10-19T12:15:36-05:00 2022-12-31 910189318 MOSS ADAMS LLP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2022-01-01 273484142 ELEVATIONS FOUNDATION INC ELEV 3034434672 PO BOX 9004 BOULDER CO 80301 GYTIS TUMINAS TREASURER 3034434672 2023-10-18 1 GYTIS TUMINAS 999009999 1 WENDY CAMPOS P00448102 5032421447 2023-10-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TAMMY TEITSCHEID PO BOX 9004 BOULDER CO 80301 1238925 0 X HTTPS://WWW.ELEVATIONSCU.COM/FOUNDATION X 2010 CO WE BRING PEOPLE AND RESOURCES TOGETHER TO STRENGTHEN OUR COMMUNITIES. 12 8 3 30 0 0 1331582 1163189 0 0 66570 37062 0 0 1398152 1200251 1083434 925283 0 0 188657 171949 0 0 96522 77070 88220 1349161 1185452 48991 14799 2094940 1494648 345028 10734 1749912 1483914 WE BRING PEOPLE AND RESOURCES TOGETHER TO STRENGTHEN OUR COMMUNITIES. 0 0 103151 81000 FUNDING OF $81,000 IN SCHOLARSHIPS TO 32 DESERVING STUDENTS. 869662 844283 SUPPORT WAS GIVEN TO VARIOUS ORGANIZATIONS WHICH BENEFIT THE LOCAL COMMUNITY. 972813 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X GYTIS TUMINAS 3034434672 PO BOX 9004 BOULDER CO 80301 TAMMY TEITSCHEID CHAIR 1.00 40.00 X X 0 640731 134191 CHARLENE MOSER VICE CHAIR 1.00 X X 0 0 0 GYTIS TUMINAS TREASURER 1.00 40.00 X X 0 202967 16084 GERRY AGNES DIRECTOR 1.00 40.00 X 0 1151811 555112 DIANA HUTCHINSON SECRETARY 1.00 X X 0 0 0 DENNIS PAUL DIRECTOR 1.00 40.00 X 0 220331 17010 BOB BOSCOLA DIRECTOR 1.00 X 0 0 0 DON CHEYNE DIRECTOR 1.00 10.00 X 0 50246 0 GARRY WOODS DIRECTOR 1.00 6.00 X 0 40582 0 DAN MASLOWSKI DIRECTOR 1.00 X 0 0 0 LAURA VALDEZ DIRECTOR 1.00 X 0 0 0 DARCY MOREL DIRECTOR 1.00 X 0 0 0 PIERRE DUPRE DIRECTOR (THRU MARCH 2022) 1.00 40.00 X 0 1054401 14147 ASHLEY WILSON DIRECTOR (THRU OCTOBER 2022) 1.00 X 0 121542 11043 CARROLL BEACH DIRECTOR (THRU APRIL 2022) 1.00 6.00 X 0 22747 0 JENNIFER HINDERLITER EXECUTIVE DIRECTOR 40.00 X 79415 0 0 ERIC LENTZ EXECUTIVE DIRECTOR (THRU APRIL 2022) 40.00 X 39461 0 0 118876 3505358 747587 0 0 1 0 0 114316 176472 872401 1163189 37062 37062 38674 114316 38674 0 1200251 0 0 37062 844283 844283 81000 81000 118876 23775 47551 47550 40903 8181 16361 16361 12170 2434 4868 4868 8423 2800 5623 5498 5498 12508 12508 10540 10540 13610 6800 6810 2949 2949 PROGRAM EVENTS 6430 3081 3349 28262 459 60 27743 1185452 972813 116117 96522 516137 137291 50679 118608 8574 13442 1519550 1225307 2094940 1494648 11722 10734 333306 345028 10734 X 210467 239526 1539445 1244388 1749912 1483914 2094940 1494648 X 14799 -282047 1250 X 0 1 X 1 0 X 268660 579638 864572 1331582 1163189 4207641 268660 579638 864572 1331582 1163189 4207641 1286437 2921204 15839 16652 24888 66570 37062 161011 4368652 116135 0.66870 0.57210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1526646 -258234 38224 1230188 1414399 140155 27908 1526646 972726 350000 112847 21174 1414399 584276 300000 103782 15332 972726 640298 -46219 9803 584276 1.00000 0 0 0 X 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. GOLF TOURNAMENT 98204 61091 37113 1487 23998 663 3571 7394 BASKET AUCTION & PANCAKES 17047 17047 1 37739 36178 1561 1518 43 152990 114316 38674 3005 23998 663 3571 7437 38674 0 1 WILD BEAR NATURE CENTER PO BOX 3017 NEDERLAND CO 80466 841352764 501(C)(3) 10000 0 GENERAL OPERATING SUPPORT BOULDER COUNTY DEPT OF HOUSING AND HUMAN SERVICES 3460 BROADWAY BOULDER CO 80304 840742772 115 774283 0 FOR VICTIMS OF THE MARSHALL FIRE 2 0 EDUCATIONAL SCHOLARSHIPS 33 81000 PART I, LINE 2: ALL 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 $844,283 IN 2022. X X X 0 1 0 0 0 0 0 0 0 GERRY AGNES DIRECTOR 0 760441 0 391370 0 0 0 542507 0 12605 0 1706923 0 0 PIERRE DUPRE DIRECTOR (THRU MARCH 2022) 0 122794 0 206607 0 725000 0 12200 0 1947 0 1068548 0 0 TAMMY TEITSCHEID CHAIR 0 435327 0 205404 0 0 0 123795 0 10396 0 774922 0 0 DENNIS PAUL DIRECTOR 0 172561 0 47770 0 0 0 8884 0 8126 0 237341 0 0 GYTIS TUMINAS TREASURER 0 162310 0 40657 0 0 0 8242 0 7842 0 219051 0 0 PART I, LINE 4B ELEVATIONS CREDIT UNION, A RELATED ORGANIZATION TO ELEVATIONS FOUNDATION INC, HAS ENTERED INTO 457(F) DEFERRED COMPENSATION AGREEMENTS WITH CERTAIN SENIOR EXECUTIVES OF THE CREDIT UNION. DURING 2022, THE FOLLOWING BENEFITS WERE ACCRUED: GERRY AGNES: $1,487,165 TAMMY TEITSCHEID: $511,477 FORM 990, PART VI, SECTION B, LINE 11B THE 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 12C ANNUALLY, 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 15A THE 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 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: REVERSAL OF GRANT EXPENSE 1,250. ELEVATIONS CREDIT UNION PO BOX 9004 BOULDER CO 80301 840459116 PROMOTE THRIFT AND PROVIDE LOWER COST CREDIT TO MEMBERS OF THE CREDIT CO 501(C)(14) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0