2024-11-13T09:53:28-08:00 2023-12-31 264415793 FORTH & ASSOCIATES PC 33 N CHESTNUT ST CORTEZ CO 81321 990 2023-01-01 260045741 ONWARD A LEGACY FOUNDATION ONWA 9705659200 PO BOX 26 CORTEZ CO 81321 PETE MONTANO President 9705659200 2024-11-13 true true Charles R Forth Jr P00160003 9705659200 2023 2024-10-15 13:58:12Z Charles R Forth Jr 4178647 false X www.onwardfoundation.org X 2002 CO ONWARD! IS A TAX-EXEMPT, NON-PROFIT COMMUNITY FOUNDATION ORGANIZED FOR PUBLIC CHARITY PURPOSES. ONWARD!'S MISSION IS TO PROVIDE OPPORTUNITIES TO DEVELOP AND MAINTAIN A SUSTAINABLE RESOURCE BASE THAT WILL ENHANCE THE QUALITY OF LIFE FOR RESIDENTS IN THE FOUR CORNERS' COMMUNITIES. 8 8 193 85 0 3246137 3709870 161927 257055 132947 125582 56457 66026 3597468 4158533 364229 915359 0 1093216 1416817 0 120365 1115190 1449372 2572635 3781548 1024833 376985 5693377 6567529 591096 669309 5102281 5898220 X ONWARD! IS A TAX-EXEMPT, NON-PROFIT COMMUNITY FOUNDATION ORGANIZED FOR PUBLIC CHARITY PURPOSES. ONWARD!'S MISSION IS TO PROVIDE OPPORTUNITIES TO DEVELOP AND MAINTAIN A SUSTAINABLE RESOURCE BASE THAT WILL ENHANCE THE QUALITY OF LIFE FOR RESIDENTS IN THE FOUR CORNERS' COMMUNITIES. false false 2845351 649626 3447157 ADMINISTRATION OF 39 FISCAL FUNDS. THE LARGEST FUNDS ARE RELATED TO School Community Youth, after school programs, Food Equity programs, Canyon lands preservation/education and apple orchard restoration. 115748 50963 ADMINISTRATION OF 21 SCHOLARSHIP FUNDS WHICH PAID SCHOLARSHIPS TO 105 INDIVIDUALS. 111847 103454 3060 ADMINISTRATION OF 5 DONOR-ADVISED FUNDS WHICH MADE GRANTS TO 18 NON-PROFIT AND GOVERNMENT ORGANIZATIONS. 68727 37975 62845 3141673 true true false false false true false false false true true false false false true true true false false false false false false false true false false true true false false false false false false true false false false false false false false false false false false true 52 0 true 193 true false false false false false false false 0 false false false false false false false X 8 8 true false false false false false false true true false false true true true true true true false false false X X FORTH ASSOCIATES PC 9705659200 33 N Chestnut CORTEZ CO 81321 X Charles R Forth Jr Executive Director 18.00 0.00 30240 0 0 David Coit Jr Vice President 2.00 0.00 X X 0 0 0 MB MCAFEE Secretary 2.00 0.00 X X 0 0 0 Rebecca Samulski Director 2.00 0.00 X 0 0 0 PETE MONTANO President 2.00 0.00 X X 0 0 0 Laura Herrick Director 2.00 0.00 X 0 0 0 Jessie Farias Jr Director 2.00 0.00 X 0 0 0 Youvonne Neeley Treasurer 2.00 0.00 X X 0 0 0 ROBBY HENES Director 2.00 0.00 X 0 0 0 30240 0 false false false 0 31056 35849 1595542 2047423 3709870 Investment Income 73131 73131 Program Service Fees 183924 183924 257055 145696 145696 0 0 0 20114 -20114 -20114 -20114 30185 30185 30185 0 35841 35841 35841 0 4158533 402751 45912 814569 814569 100790 100790 0 0 30240 30240 0 1293449 810184 383264 100001 0 0 93128 76551 6532 10045 135146 135146 0 20469 20469 0 0 0 0 0 20025 14343 5682 6776 6506 270 0 25960 22360 3600 78370 78029 341 0 5097 2545 2552 0 0 59387 59387 23200 21550 1650 PROGRAM EXPENSES 543307 543307 Professional Services 434986 385233 49753 Other Expense 40666 16451 13896 10319 Printing and Publications 25102 23985 1117 30881 30737 144 3781548 3141673 519510 120365 899475 992296 72071 95542 281741 227173 55460 33029 0 0 41206 34716 0 8216 9993 1116207 143067 1052641 973140 3192083 4132544 81484 60096 0 0 9000 9000 5693377 6567529 109122 119209 481974 550100 591096 669309 X 287254 970308 4815027 4927912 5102281 5898220 5693377 6567529 376985 418954 X false true X true false X 1519866 2031251 2291653 3169188 3934529 12946487 0 0 1519866 2031251 2291653 3169188 3934529 12946487 0 12946487 396766 103028 485224 84978 492085 1562081 0 0 14508568 0.89230 0.89730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5 3060 103454 909714 true true 531931 40809 99310 32800 639250 681284 25517 -134970 39900 531931 615222 20587 112064 66589 681284 599503 15912 22756 20849 2100 615222 516831 18649 89754 18925 6806 599503 0.05000 0.95000 false false false 311066 311066 316594 15830 300764 137562 20902 116660 350985 106335 244650 973140 Invesco Commodity Yield 39900 F AGENCY FUNDS PAYABLE 485310 CRUT Payable 64790 550100 X 4442341 418954 418954 4023387 135146 135146 4158533 3646402 3646402 135146 135146 3781548 Part V, Line 4: Intended uses of the endowment fund. ALL ENDOWMENT FUNDS INTEND TO PAY OUT EARNINGS TO SUPPORT PROGRAM COSTS FOR BENEFICIAL NON-PROFITS AND CHARITABLE CAUSES ONCE SPECIFIC CRITERIA OF EACH FUND, SET BY THE FUND ADVISORY COMMITTEES, ARE MET. Part X : FIN48 Footnote FIN 48 FootnoteThe Organization is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code and therefore has not recorded any provision for federal income taxes in the accompanying financial statements. In addition, the Organization has been determined by the Internal Revenue Service (IRS) not to be a private foundation within the meaning of Section 509(a) of the Internal Revenue Code. The Organization did not have any unrelated business income for the year ended December 31, 2023.The Organizations Form 990 or 990-EZ, Return of Organization Exempt from Income Tax, for the years ending December 31, 2022, 2021, and 2020 are subject to examination by the IRS, generally for three years after they were filed. Generally accepted accounting principles require tax effects from an uncertain tax position to be recognized in the financial statements only if the position is more likely than not to be sustained if the position were to be challenged by a taxing authority. The assessment of the tax position is based solely on the technical merits of the position, without regard to the likelihood that the tax position may be challenged. If an uncertain tax position meets the more-likely-than not threshold, the largest amount of tax benefit that is greater than 50% likely to be recognized upon ultimate settlement with the taxing authority is recorded.The Organizations primary tax positions relate to its status as a not-for-profit entity exempt from income taxes and classifications of activities related to its exempt purpose. Management has evaluated the tax positions reflected in the Organizations tax filings and does not believe that any material uncertain tax positions exist. Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S Fund Management Revenue $135146 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Fund Management Fee Expenses $135146 X X X X X X false CO FUNDRAISING EVENTS 30185 30185 30185 30185 30185 true BRIDGE EMERGENCY SHLTR PO BOX 56 CORTEZ CO 81321 263068964 20000 0 FAIR VALUE SUPPORT EMERGENCY SHELTER Corporate Angel Network One Loop Road White Plains NY 10604 136143014 20000 0 Fair Value General operations Cortez Animal Shelter 2791 E Main St Cortez CO 81321 846000646 10000 0 Fair Value General operations Durango Food Bank PO Box 156 Durango CO 81302 841569247 270000 0 Fair Value Food Bank Operations Fort Lewis College Foundation 1000 Rim Drive Durango CO 81301 237122114 215000 0 Fair Value Scholarships Grants 5000 and under PO Box 26 Cortez CO 81321 187569 0 Fair Value General operations and projects La Plata Family Centers 10 Town Plaza 316 Durango CO 81301 840988973 44500 0 Fair Value General Operations Manna-Durango Soup Kitchen PO Box 1196 Durango CO 81302 841004473 37500 0 Fair Value Food bank operations The Wildlife Line 2 Barlow Farm Road Sherman CT 06784 870808971 10000 0 FAIR VALUE FUNDS ARE USED TO PAY FOR PROGRAM COSTS. 9 0 BILL REES SCHOLARSHIPS 4 6000 FAIR VALUE FRIENDS OF RECREATION SCHOLARSHIPS 25 1790 FAIR VALUE MANCOS CENTENNIAL SCHOLARSHIP 2 2000 FAIR VALUE ESCALANTE CHILDRENS FOUNDATION 14 6000 FAIR VALUE CAIN MEDICAL SCHOLARSHIP 5 2500 FAIR VALUE Cone Scholarships 3 2500 Fair Value MCHS Alumni Scholarships 2 2000 Fair Value Woods Canyon Scholarship 2 2000 Fair Value Poma-PS Scholarship Fund 4 5000 Fair Value Hoover Medical Scholarships 4 9000 Fair Value Roland Schneider Scholarships 26 44500 Fair Value Heartwood Scholarships 1 1000 Fair Value Larson Endowment Scholarships 2 4000 Fair Value Lichliter Memorial Scholarship 2 2000 Fair Value McAndrew Memorial Scholarship 1 500 Fair Value Knights of Columbus Scholarships 2 2000 Fair Value Will Lindsay Memorial Scholarships 3 1500 Fair Value Eddie Marshall Scholarship 1 5000 Fair Value Joel Stevenson Memorial Scholarship 1 1000 Fair Value Tri-City Soccer Assoc Scholarship 1 500 Fair Value Grantmaker's Description of How Grants are Used Each organization is required to sign our Grants Terms and Conditions and then follow-up reports and/or financials are required from each non-profit receiving grants. Forth Associates PC Related Party 1100 Accounting Services false Form 990, Part III, Line 4d OTHER PROGRAM SERVICES 4: ADMINISTRATION OF 39 FISCAL FUNDS. THE LARGEST FUNDS ARE RELATED TO School Community Youth, after school programs, Food Equity programs, Canyon lands preservation/education and apple orchard restoration. OTHER PROGRAM SERVICES 5: ADMINISTRATION OF 12 MISCELLANEOUS SPECIAL INTEREST FUNDS. OTHER PROGRAM SERVICES 6: ADMINISTRATION OF 8 AGENCY FUNDS. ONWARD INVESTS FUNDS ON BEHALF OF THESE DIFFERENT NON-PROFITS FOR VARIOUS PURPOSES, INCLUDING RESERVE FUNDS, BUILDING FUNDS AND LONG-TERM STRATEGIC FUNDS. Form 990, Part VI, Section A, Line 2 The President is the father-in-law of the Executive Director. He recuses himself on any votes regarding the compensation of the Executive Director. Form 990, Part VI, Section B, Line 11b FORM 990 IS PROVIDED TO THE BOARD EITHER AT A BOARD MEETING OR VIA EMAIL AND REVIEWED BY THE PRESIDENT BEFORE THE PRESIDENT SIGNS THE 990. Form 990, Part VI, Section B, Line 12c EVERY YEAR EACH BOARD MEMBER AND KEY EMPLOYEES COMPLETE A CONFLICT OF INTEREST DISCLOSURE. Form 990, Part VI, Section C, Line 19 Available upon request at the office.