2025-11-12T11:18:18-06:00 2024-12-31 840930288 BROCK AND COMPANY CPAS PC 4940 PEARL EAST CR SUITE 300 BOULDER CO 80301 990 2024-01-01 840852084 LONGMONT UNITED HOSPITAL FOUNDATION LONG 3036515021 1950 MOUNTAIN VIEW AVENUE LONGMONT CO 80501 JOSH ATHERTON EXECUTIVE DIRECTOR 3036515021 2025-11-12 1 0 KEVIN RICKMAN P01240896 3034442971 2024 2025-03-06 01:10:19Z MEREDITH NELSON 1950 MOUNTAIN VIEW AVENUE LONGMONT CO 80501 287760 0 X WWW.LUHFOUNDATION.ORG X 1981 CO THE FOUNDATION IS DEDICATED TO ADMINISTERING FUNDRAISING ACTIVITIES THAT PROVIDE SUPPORT AND ADVANCE THE MISSION OF THE LONGMONT UNITED HOSPITAL AND THE COMMUNITY IT SERVES. 15 15 3 64 0 0 270114 126676 0 0 3803 1925 168277 118211 442194 246812 971439 492960 0 0 319617 254901 0 0 111503 146699 107170 1437755 855031 -995561 -608219 5220906 5171045 153075 170548 5067831 5000497 THE FOUNDATION IS DEDICATED TO ADMINISTERING FUNDRAISING ACTIVITIES THAT PROVIDE SUPPORT AND ADVANCE THE MISSION OF THE LONGMONT UNITED HOSPITAL AND THE COMMUNITY IT SERVES. 0 0 606490 492960 THE FOUNDATION IS A NOT-FOR-PROFIT CORPORATION FORMED TO PLAN, ORGANIZE, INSTITUTE AND ADMINISTER PROJECTS THAT PROVIDE SUPPORT FOR LONGMONT UNITED HOSPITAL. THE FOUNDATION FINANCES ITS OPERATIONS THROUGH DONATIONS AND INVESTMENT EARNINGS. LARGE PROJECTS IN 2023 INCLUDED SCHOLARSHIP AWARDS TO INDIVIDUALS ADVANCING A CAREER IN THE HEALTH CARE FIELD, RENOVATION OF THE HOSPITAL ATRIUM AND BIRTHPLACE, AND GRANTS PROVIDED TO OTHER HEALTH CARE GROUPS. OTHER SIGNIFICANT PROJECTS INCLUDED GRANTS TO HELP PURCHASE EQUIPMENT FOR VARIOUS DEPARTMENTS WITHIN THE HOSPITAL. 606490 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 7 0 1 3 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 X X THE FOUNDATION 3036515021 1950 MOUNTAIN VIEW AVENUE LONGMONT CO 80501 MEREDITH NELSON CHAIRPERSON 3.00 X X 0 0 0 JOAN HORSFALL VICE-CHAIR 3.00 X X 0 0 0 BONNIE FINLEY SECRETARY 3.00 X X 0 0 0 DON STROH TREASURER 3.00 X X 0 0 0 SALLY BARBE HOSPITAL BOARD REPRESENTAT 3.00 X 0 0 0 DEB MOHESKY HOSPITAL ADMINISTRATOR 3.00 X 0 0 0 KYLA HOLMES TRUSTEE 2.00 X 0 0 0 RENALDO LEONARD TRUSTEE 2.00 X 0 0 0 JEANNE DWORAK TRUSTEE 2.00 X 0 0 0 RYAN MASON TRUSTEE 2.00 X 0 0 0 CHRISTINA CERVANTES QUINTANA TRUSTEE 2.00 X 0 0 0 FRAN WAHL TRUSTEE 2.00 X 0 0 0 CHUCK PHILIPP TRUSTEE 2.00 X 0 0 0 CHRIS GADDIS TRUSTEE 2.00 X 0 0 0 JOE MCBREEN TRUSTEE 2.00 X 0 0 0 JOSH ATHERTON EXECUTIVE DIRECTOR 40.00 X 113750 0 0 113750 0 0 1 0 0 0 0 126676 126676 1925 1925 96181 96181 62978 40948 22030 22030 246812 0 0 120136 315383 315383 177577 177577 113750 37917 37916 37917 89314 29771 29772 29771 37335 12445 12445 12445 14502 4834 4834 4834 24900 24900 1000 1000 9138 9138 1761 1761 5690 5690 1392 1392 MARKETING AND SPONSORSH 25536 25536 DONOR APPRECIATION 19442 19442 MISCELLANEOUS 5862 5862 DUES AND SUBSCRIPTIONS 4304 4304 8145 1670 6475 855031 606490 137038 111503 95160 100442 9582 5067834 5022273 48330 48330 5220906 5171045 12380 33734 140695 136814 153075 170548 X 4372409 4389458 695422 611039 5067831 5000497 5220906 5171045 -608219 540885 0 X 0 0 0 X 265022 1242696 808754 270114 126676 2713262 265022 1242696 808754 270114 126676 2713262 13856 2699406 489673 679155 568407 170859 98106 2006200 74761 62978 137739 4857201 0.55580 0.49340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 5022273 F 5022273 AGENCY FUNDS DUE TO AFFILIATE 136814 136814 GOLF EVENT 57472 57472 35605 ARTWALK 5506 5506 5343 62978 62978 40948 40948 22030 1 LONGMONT UNITED HOSPITAL 1950 W MOUNTAIN VIEW AVE LONGMONT CO 80501 840460697 501(C)(3) 254208 0 TO IMPROVE THE HOSPITAL'S ENVIRONMENT AND SERVICE TO THE COMMUNITY ST VRAIN VALLEY SCHOOL DISTRICT 1200 S SUNSET LONGMONT CO 80501 846014380 GOV'T 61175 0 INNOVATION CENTER BIOSCIENCES DIVISION GRANT 2 EMPLOYEE ASSISTANCE FUNDS 18 19160 SCHOLARSHIPS 61 158417 PART I, LINE 2: AMOUNTS GRANTED TO LONGMONT UNITED HOSPITAL - AREAS WITHIN THE HOSPITAL PREPARE FORMAL REQUESTS FOR GRANTS THAT ARE REVIEWED AND MONITORED BY THE FOUNDATION'S EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR ALSO MONITORS THE AWARDED GRANTS. AMOUNTS GRANTED FOR CAREER SCHOLARSHIPS - CHECKS FOR SCHOLARSHIPS ARE WRITTEN DIRECTLY TO THE SCHOOL FOR THE INDIVIDUAL RECIPIENT. THE FOUNDATION WORKS WITH HUMAN RESOURCES AND A SCHOLARSHIP COMMITTEE IN THE SELECTION OF APPLICANTS TO BE FUNDED. AMOUNTS GRANTED FOR EMPLOYEE ASSISTANCE - THE EMPLOYEE ASSISTANCE PROGRAM REQUIRES AN ASSESSMENT OF THE NEEDY OR DISTRESSED EMPLOYEE TO SEE IF HE/SHE QUALIFIES. UPON REVIEW BY A FOUNDATION COMMITTEE CONSISTING OF REPRESENTATIVES FROM THE CHAPLAIN'S OFFICE AND HOSPITAL HUMAN RESOURCES AND THE FOUNDATION'S EXECUTIVE DIRECTOR, THE TYPE AND AMOUNT OF SUPPORT IS DETERMINED AND DOCUMENTED. AMOUNTS GRANTED FOR CERTIFICATION AND TRAINING - REQUESTS TO SUPPORT CERTIFICATION AND ONGOING TRAINING ARE REVIEWED AND APPROVED BY THE SCHOLARSHIP COMMITTEE, EXECUTIVE DIRECTOR OF THE FOUNDATION AND/OR THE MANAGER OF THE DESIGNATED FUND. FORM 990, PART VI, SECTION B, LINE 11B THE CHAIRMAN OF THE BOARD PRESENTS THE FORM 990 AT THE REGULAR BOARD MEETING. THE BOARD MEETS QUARTERLY, SO GENERALLY, THE ENTIRE BOARD IS PRESENTED THE FORM 990 AFTER IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY AND ALL EMPLOYEES COMPLETE AND SIGN A DISCLOSURE FORM ONCE A YEAR. EMPLOYEES ARE REQUIRED TO NOTIFY THE BOARD IMMEDIATELY IF A SITUATION ARISES DURING THE YEAR THAT COULD GIVE RISE TO CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE HUMAN RESOURCES OFFICE OF THE HOSPITAL HANDLES COMPENSATION FOR THE FOUNDATION. THEY ARE RESPONSIBLE FOR PRESENTING THE COMPENSATION PACKAGE FOR THE DIRECTOR TO THE FOUNDATION'S BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE AT THE FOUNDATION FOR PUBLIC REVIEW UPON REQUEST. THE FINANCIAL STATEMENTS ARE PUBLISHED IN THE FOUNDATION'S NEWSLETTER AND ARE AVAILABLE TO THE PUBLIC UPON REQUEST LONGMONT UNITED HOSPITAL 1950 WEST MOUNTAIN VIEW AVE LONGMONT CO 80501 840460697 PROVIDING HEALTH CARE TO THE COMMUNITY CO 501(C)(3) SEC 170(B)(1)(A)(I) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 LONGMONT UNITED HOSPITAL B 254208 CASH