2025-11-14T13:32:08-08:00 2024-12-31 264415793 FORTH & ASSOCIATES PC 33 N CHESTNUT ST CORTEZ CO 81321 990 2024-01-01 260045741 ONWARD A LEGACY FOUNDATION ONWA 9705659200 PO BOX 26 CORTEZ CO 81321 PETE MONTANO President 2025-11-14 true true Charles R Forth Jr P00160003 9705659200 2024 2025-03-06 01:10:19Z Charles R Forth Jr 5177013 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. 9 9 162 85 0 3709870 4041373 257055 746764 125582 224083 66026 135627 4158533 5147847 915359 441892 0 1416817 1660143 0 102110 1449372 1744457 3781548 3846492 376985 1301355 6567529 7978527 669309 778952 5898220 7199575 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 2988490 162404 4108628 ADMINISTRATION OF 43 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. 121185 104000 144347 ADMINISTRATION OF 7 DONOR-ADVISED FUNDS WHICH MADE GRANTS TO 18 NON-PROFIT AND GOVERNMENT ORGANIZATIONS. 103425 326135 ADMINISTRATION OF 22 SCHOLARSHIP FUNDS WHICH PAID SCHOLARSHIPS TO 101 INDIVIDUALS. 64768 27300 187696 ADMINISTRATION OF 13 MISCELLANEOUS SPECIAL INTEREST FUNDS. 63511 50713 125147 ADMINISTRATION OF 5 ENDOWMENT FUNDS WHICH PROVIDED GRANTS TO 19 NON-PROFITS. 1 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. 128280 78013 312843 3341380 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 false false false false false false false false false false false false true 72 0 true 162 true false false false false false false false 0 false false false false false false false X 9 9 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 Chief Executive Officer 20.00 0.00 37300 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 Jennifer Tewell Director 2.00 0.00 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 Casey Simpson Director 2.00 0.00 X 0 0 0 37300 0 false false false 0 29056 1416542 2595775 4041373 Investment Income 520023 520023 Program Service Fees 226741 226741 746764 224083 224083 0 0 0 0 112941 27795 85146 85146 0 51852 1371 50481 50481 0 5147847 970847 135627 352992 352992 88900 88900 0 0 37300 37300 0 1486054 1271656 126965 87433 15344 9661 3333 2350 686 404 282 120759 97421 14298 9040 193695 173376 20319 0 31705 31705 0 0 31337 30065 1272 7746 6279 1467 8186 7109 1077 79049 48926 27118 3005 0 0 61699 36648 25051 63973 51554 12419 0 0 1479 1479 0 59387 59387 29194 18919 10275 PROGRAM EXPENSES 791769 774973 16796 Professional Services 345413 284509 60904 Printing and Publications 18659 12028 6631 Other Expense 12747 12747 8419 2347 6072 3846492 3341380 403002 102110 992296 1622033 95542 54676 227173 327119 33029 167187 0 0 34716 31048 0 9993 13545 1138207 202454 973140 935753 4132544 4818166 60096 0 0 0 9000 9000 6567529 7978527 119209 177034 550100 601918 669309 778952 X 970308 615947 4927912 6583628 5898220 7199575 6567529 7978527 1301355 X false true X true false X 2031251 2291653 3169188 3934529 4041373 15467994 0 0 2031251 2291653 3169188 3934529 4041373 15467994 0 15467994 103028 485224 84978 492085 505420 1670735 0 0 17138729 0.90250 0.89230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7 21051 114000 937712 true true 639250 29283 95864 50713 10924 702760 531931 40809 99310 32800 639250 681284 25517 -134970 39900 531931 615222 20587 112064 66589 681284 599503 15912 22756 20849 2100 615222 0.07000 0.88000 0.05000 false false false 311066 311066 316594 26383 290211 137562 30074 107488 372985 145997 226988 935753 AGENCY FUNDS PAYABLE 555787 CRUT Payable 46131 601918 X 4923764 4923764 224083 224083 5147847 3622409 3622409 224083 224083 3846492 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, 2024.The Organizations Form 990 or 990-EZ, Return of Organization Exempt from Income Tax, for the years ending December 31, 2023, 2022, and 2021 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 $224083 Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S Fund Management Fee Expenses $224083 X X X X X X false CO FUNDRAISING EVENTS 112941 112941 27795 112941 112941 27795 27795 85146 true BRIDGE EMERGENCY SHLTR PO BOX 56 CORTEZ CO 81321 263068964 32500 0 FAIR VALUE SUPPORT EMERGENCY SHELTER Cortez Animal Shelter 2791 E Main St Cortez CO 81321 846000646 10000 0 Fair Value General operations Durango School District 9-R 281 Sawyer Dr Durango CO 81303 846012500 6500 0 Fair Value General Operations Four Corners Writers PO Box 848 Cortez CO 81321 993437512 5925 0 Fair Value General Operations Fundamental Needs Inc 77 W Main St Cortez CO 81321 853603760 13649 0 Fair Value General Operations Good Samaritan Center 30 N Beech St Cortez CO 81321 841090536 91029 0 Fair Value Food Bank Operations Grants 5000 and under PO Box 26 Cortez CO 81321 158589 0 Fair Value General operations and projects Montezuma Heritage Museum 35 S Chestnut St Cortez CO 81321 861068570 9300 0 Fair Value Gneral Operations Montezuma Land Conservancy 321 E North St Cortez CO 81321 311632961 5500 0 FAIR VALUE FUNDS ARE USED TO PAY FOR PROGRAM COSTS. Peacefull Tomorrows PO Box 802 Port Jervis NY 12771 061635444 20000 0 Fair Value General Operations 10 0 BILL REES SCHOLARSHIPS 4 8000 FAIR VALUE FRIENDS OF RECREATION SCHOLARSHIPS 30 2600 FAIR VALUE MANCOS CENTENNIAL SCHOLARSHIP 2 3000 FAIR VALUE ESCALANTE CHILDRENS FOUNDATION 10 4450 FAIR VALUE CAIN MEDICAL SCHOLARSHIP 2 2000 FAIR VALUE Cone Scholarships 4 5000 Fair Value MCHS Alumni Scholarships 1 1000 Fair Value Woods Canyon Scholarship 1 1000 Fair Value Poma-PS Scholarship Fund 3 3000 Fair Value Hoover Medical Scholarships 5 10000 Fair Value Roland Schneider Scholarships 28 32250 Fair Value Heartwood Scholarships 1 1000 Fair Value Larson Endowment Scholarships 2 2600 Fair Value Lichliter Memorial Scholarship 2 2000 Fair Value Michelle Yvonne Educational Sch 1 2000 Fair Value Joel Stevenson Memorial Scholarship 1 1000 Fair Value Montezuma County Fair Jr Sch 4 8000 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 1200 Accounting Services false Form 990, Part VI, Section A, Line 2 The President is the father-in-law of the Chief Executive Director. He recuses himself on any votes regarding the compensation of the CEO. 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.