2024-05-09T10:53:30-05:00 2023-06-30 430765316 RUBINBROWN LLP 1900 16TH STREET SUITE 1700 DENVER CO 80202 990 2022-07-01 010842036 LUTHERAN FAMILY SERVICES OF COLORADO FOUNDATION INC LUTH 3039223433 1035 OSAGE ST 700 DENVER CO 80204 JAMES HORAN CEO/PRESIDENT OF LFSRM 3039223433 2024-05-08 1 JAMES HORAN 999009999 1 KIMBERLY A RYAN P00829977 3036981883 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z X LUTHERAN FAMILY SERVICES ROCKY MOUNTAINS FOUNDATION JAMES HORAN 1035 OSAGE ST 700 DENVER CO 80204 509891 0 X N/A X 2001 CO TO SUPPORT LUTHERAN FAMILY SERVICES ROCKY MOUNTAINS. 5 5 0 9 0 0 204409 102235 0 0 157710 50063 0 0 362119 152298 31841 36475 0 0 0 0 0 0 0 18729 17746 50570 54221 311549 98077 2694595 2974812 670726 740476 2023869 2234336 TO ENCOURAGE, RECEIVE, HOLD, AND MANAGE GIFTS, BEQUESTS, AND OTHER DEVICES TO SUPPORT LUTHERAN FAMILY SERVICES ROCKY MOUNTAINS. 0 0 36475 36475 TO ENCOURAGE AND SUPPORT FOSTER CARE AND OTHER SERVICE PROGRAMS OF LUTHERAN FAMILY SERVICES ROCKY MOUNTAINS. 36475 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 1 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 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X JULIE TURCK 3039223433 1035 OSAGE ST STE 700 DENVER CO 80204 X GREG BICKLE CHAIR 0.50 X X 0 0 0 KAREN SPIES VICE-CHAIR 0.50 X X 0 0 0 TOM BROOK SECRETARY/TREASURER 0.50 1.00 X X 0 0 0 DR WILLIAM AYEN TRUSTEE 0.50 X 0 0 0 JOE DESJARDIN TRUSTEE 0.50 0.50 X 0 0 0 DON FILEGAR TRUSTEE 0.50 X 0 0 0 KEITH LASHIER TRUSTEE 0.50 X 0 0 0 JEANNE MALONEY TRUSTEE 0.50 X 0 0 0 MARJORIE VERSEN TRUSTEE 0.50 1.00 X 0 0 0 0 0 0 0 0 0 0 0 102235 102235 102235 57850 57850 349806 357593 -7787 -7787 -7787 152298 0 0 50063 36475 36475 17746 17746 54221 36475 17746 0 31263 31297 12441 12441 2009589 2287335 641302 643739 2694595 2974812 670726 740476 670726 740476 X 503715 638652 1520154 1595684 2023869 2234336 2694595 2974812 X 98077 182140 -69750 X 0 1 X 1 1 1 X X 1 LUTHERAN SOCIAL SERVICES OF CO 840775550 1 1 36475 0 1 36475 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1438694 123529 47363 1514860 1759720 -274337 46689 1438694 1529777 272159 42216 1759720 1509054 59944 39221 1529777 1449786 98575 39307 1509054 1.00000 1 1 1 0 INTEREST IN COMMUNITY FIRST FOUNDATION 606653 ASSETS IN TRUST 37086 643739 FUNDS HELD FOR LUTHERAN FAMILY SERVICES ROCKY MOUNTAINS 740476 740476 246942 182140 -69750 112390 134552 17746 17746 152298 36475 0 36475 17746 17746 54221 PART V, LINE 4: LUTHERAN FAMILY SERVICES OF COLORADO FOUNDATION INC. HOLDS ASSETS IN ENDOWMENT FUNDS. THE ENDOWMENTS CONSIST OF VARIOUS INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY THE FOUNDATION -69,750. 1 LUTHERAN FAMILY SERVICES ROCKY MOUNTAINS 363 S HARLAN STREET STE 200 DENVER CO 80226 840775550 501(C)(3) 36475 0 TO SUPPORT THE MISSION OF LUTHERAN FAMILY SERVICES ROCKY MOUNTAINS 1 PART I, LINE 2: ALL GRANTS ARE MADE TO SUPPORT THE LUTHERAN FAMILY SERVICES ROCKY MOUNTAINS. X 6 102235 FMV 0 0 0 PART I, COLUMN (B): THE ORGANIZATION REPORTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF THE OFFICERS OF THE FOUNDATION AND SHALL BE EMPOWERED TO CONDUCT THE AFFAIRS OF THE CORPORATION BETWEEN REGULAR MEETINGS OF THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBER OF THIS CORPORATION SHALL BE LUTHERAN SOCIAL SERVICES OF COLORADO, INC., DBA LUTHERAN FAMILY SERVICES ROCKY MOUNTAINS, INC., A COLORADO NONPROFIT ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A TRUSTEES SHALL BE ELECTED BY THE MAJORITY VOTE OF THE DIRECTORS OF LUTHERAN FAMILY SERVICES ROCKY MOUNTAINS, THE SOLE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE PRESIDENT AND VICE PRESIDENT OF FINANCE AND ADMINISTRATION PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DURING THE FIRST QUARTERLY MEETING OF THE BOARD OF TRUSTEES EACH CALENDAR YEAR, THE CONFLICT OF INTEREST POLICY IS REVIEWED AND ALL MEMBERS ARE REQUIRED TO SUBMIT WRITTEN DISCLOSURES OF PERCEIVED, POTENTIAL AND/OR ACTUAL CONFLICTS AS DEFINED IN THE POLICY. A REMINDER ABOUT THE CONFLICT OF INTEREST POLICY AND THE OPPORTUNITY TO DISCLOSE REMAINS A STANDING PART OF EVERY BOARD MEETING AGENDA, FOUR TIMES A YEAR. ALL DISCLOSURES ARE REVIEWED BY THE CHAIR OF THE BOARD OF TRUSTEES AND ANY POTENTIAL CONFLICTS ARE THEN BROUGHT BEFORE THE EXECUTIVE COMMITTEE OF THE BOARD FOR REVIEW AND MITIGATION AS NEEDED, AT ANY OF ITS REGULARLY SCHEDULED QUARTERLY MEETINGS. FORM 990, PART VI, SECTION B, LINE 15 THE FOUNDATION DOES NOT COMPENSATE ANY OFFICERS OR EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ARTICLES AND BYLAWS OF THE CORPORATION ARE ON FILE WITH THE COLORADO SECRETARY OF STATE AND ACCESSIBLE THROUGH THE FREEDOM OF INFORMATION ACT. THE ORGANIZATION RETAINS A PRIVATE AUDIT FIRM THAT PERFORMS AN INDEPENDENT FINANCIAL AUDIT EVERY YEAR WHICH IS PROVIDED TO ALL ENTITIES THAT PROVIDE FUNDING VIA GRANTS OR CONTRACTS; AND TO FEDERAL AND STATE REGULATORY BODIES WITH JURISDICTION OVER VARIOUS ELEMENTS OF OUR PROGRAMS AND SERVICES. THE MEMBERS OF THE BOARD OF TRUSTEES PRACTICE A FORM OF POLICY-BASED GOVERNANCE AND UTILIZE "BEST PRACTICE" SUCH AS SUBMISSION OF ANNUAL CONFLICT OF INTEREST WRITTEN DISCLOSURES, PER POLICY; WHISTLEBLOWERS POLICY; CODE OF ETHICS POLICY; MONTHLY/QUARTERLY FINANCIAL STATEMENTS; ETC, WHICH ARE ALL AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY THE FOUNDATION -69,750. LUTHERAN FAMILY SERVICES ROCKY MOUNTAINS 363 S HARLAN STREET STE 200 DENVER CO 80226 840775550 SERVICES CO 501(C)(3) LINE 1 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0