2025-11-17T16:19:47-06:00 2024-12-31 450250958 EIDE BAILLY LLP 2950 E HARMONY RD STE 290 FORT COLLINS CO 805283429 990 2024-01-01 840718355 WELD LEGACY FOUNDATION WELD 9703569020 815 8TH AVENUE GREELEY CO 80631 JEFFREY CARLSON CHIEF EXECUTIVE OFFICER 9703569020 2025-11-17 1 1 KYLE FRITCH CPA P01313374 9702238825 2025-11-17 2024 2025-03-06 01:10:19Z JEFFREY CARLSON 815 8TH AVENUE GREELEY CO 80631 12886130 0 X HTTPS://WELDLEGACY.ORG X 1975 CO TO POSITIVELY IMPACT THE HEALTH, EDUCATION, AND WELLNESS OF WELD COUNTY. 11 11 0 207 0 0 10170961 2683769 50640 25320 996024 1524151 -12867 -6689 11204758 4226551 2105215 7108383 0 0 0 0 0 0 326593 649628 736815 2754843 7845198 8449915 -3618647 33567303 34313299 828884 3577133 32738419 30736166 WELD LEGACY FOUNDATION AWARDS GRANTS RELATED TO HEALTH AND EDUCATION TO NONPROFITS, SCHOOLS AND GOVERNMENT ENTITIES TO ENHANCE THE LIVES OF WELD COUNTY RESIDENTS. 0 0 6264100 6228833 VARIOUS GRANTS ARE MADE TO ENHANCE WELD LEGACY FOUNDATION'S ABILITY TO DELIVER HEALTHCARE TO THE NORTHERN COLORADO COMMUNITY. OTHER LOCAL NONPROFIT ORGANIZATIONS ALSO BENEFIT FROM GRANTS MADE BY THE WELD LEGACY FOUNDATION. 705000 705000 25320 MONFORT CHILDREN'S CLINIC THIS PROGRAM PROVIDES HEALTHCARE TO THE CHILDREN OF LOW-INCOME FAMILIES IN WELD COUNTY AND AVERAGES 6,000 PATIENTS AND 13,000 VISITS PER YEAR. IT IS OWNED BY THE FOUNDATION AND WAS OPERATED BY THE FOUNDATION UNTIL OCTOBER 2001. AT THAT TIME, SUNRISE COMMUNITY HEALTH CENTER, AN UNRELATED TAX-EXEMPT ORGANIZATION, LEASED THE CLINIC AND ASSUMED RESPONSIBILITY FOR DAY-TO-DAY OPERATIONS. 174550 174550 CURTIS STRONG CENTER FOR THE VISUALLY IMPAIRED - THIS PROGRAM WAS ESTABLISHED IN AUGUST 2004 TO MAXIMIZE REMAINING VISION WHEN THE PATIENT'S VISION CANNOT BE CORRECTED OR MEDICALLY OR SURGICALLY RESTORED. THE CENTER PROVIDES AN ASSESSMENT OF VISION LOSS, IDENTIFIES AIDS TO OPTIMIZE REMAINING VISION, AND OFFERS EDUCATION ON THE USE OF THE DEVICES AS WELL AS LIFE SKILLS AND MOBILITY TRAINING. THE CENTER IS SUPPORTED BY THE FOUNDATION AND IS OPERATED BY ENSIGHT SKILLS CENTER, AN UNRELATED THIRD PARTY. 7143650 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 15 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 1 1 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CO X RANDIE LIESER 9703569020 815 8TH AVENUE GREELEY CO 80631 X TOM GRANT PRESIDENT & CHAIR 1.00 1.00 X X 0 0 0 BRANDON HOUTCHENS VICE CHAIR 1.00 1.00 X X 0 0 0 ROBERT MURPHY TREASURER 1.00 1.00 X X 0 0 0 MARK LAWLEY SECRETARY 1.00 1.00 X X 0 0 0 VICKI WILSON PHD RN DIRECTOR 1.00 1.00 X 0 0 0 MIKE SIMONE DIRECTOR 1.00 1.00 X 0 0 0 TRAVIS GILLMORE DIRECTOR 1.00 1.00 X 0 0 0 ROSE STOLLER DIRECTOR 1.00 1.00 X 0 0 0 JASON YEATER DIRECTOR 1.00 1.00 X 0 0 0 JOHN DOLLARHIDE DIRECTOR 1.00 1.00 X 0 0 0 TIMOTHY BRYNTESON DIRECTOR 1.00 1.00 X 0 0 0 JEFFREY CARLSON CHIEF EXECUTIVE OFFICER 8.00 32.00 X 0 49898 6119 0 49898 6119 0 0 0 0 0 371110 169560 1031308 1111791 2683769 PROGRAM RENTAL INCOME 621110 25320 25320 25320 1033116 1033116 8911899 8420864 491035 491035 491035 231667 371110 238715 -7048 -7048 MISCELLANEOUS REVENUE 900099 359 359 359 4226551 25320 0 1517462 3790015 3790015 3318368 3318368 31373 31373 433796 21689 208222 203885 40268 2013 19329 18926 20691 1034 9931 9726 1464 1464 65612 3280 31494 30838 28236 1412 13553 13271 115375 5839 59589 49947 7845198 7143650 374955 326593 3364798 3150249 323219 452580 14295 20594 2324781 2103957 286436 220824 23579241 25088632 5610836 4666759 388478 713661 33567303 34313299 142309 149340 321152 3037120 321544 346794 43879 43879 828884 3577133 X 7785631 6377027 24952788 24359139 32738419 30736166 33567303 34313299 X -3618647 1647373 -30979 X 0 1 X 1 0 X 1343384 979719 1170383 10170961 2683769 16348216 1343384 979719 1170383 10170961 2683769 16348216 411933 15936283 572180 749688 437597 962630 1033116 3755211 20103427 227880 0.79270 0.73600 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12636073 112204 1158644 1165935 18264 12722722 11622123 84357 1498149 568556 12636073 13531324 141874 -1622837 229229 199009 11622123 12509640 94774 1335178 20902 387366 13531324 11404347 278739 1305927 185666 293707 12509640 0.06400 0.37770 0.55830 0 0 51785 51785 2098774 1940276 158498 174222 163681 10541 220824 PRIVATE EQUITY INVESTMENTS 2977016 F HEDGE FUNDS 1689743 F 4666759 GIFT ANNUITIES PAYABLE 43879 43879 X 6938468 1647373 1126896 -30979 2743290 4195178 31373 31373 4226551 8940721 1126896 1126896 7813825 31373 31373 7845198 PART V, LINE 4: ENDOWMENT FUNDS CONSIST OF OVER 25 INDIVIDUAL FUNDS ESTABLISHED BY DONORS TO PROVIDE ANNUAL FUNDING FOR SPECIFIC ACTIVITIES AND GENERAL OPERATIONS. THE ENDOWMENT ALSO INCLUDES CERTAIN NET ASSETS WITHOUT DONOR RESTRICTIONS THAT HAVE BEEN DESIGNATED FOR ENDOWMENT BY THE BOARD OF DIRECTORS. PART X, LINE 2: THE FOUNDATION IS ORGANIZED AS A COLORADO NONPROFIT CORPORATION AND HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE (IRS) AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3). THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION, AND HAS BEEN DETERMINED NOT TO BE A PRIVATE FOUNDATION. THE FOUNDATION IS ANNUALLY REQUIRED TO FILE A RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX (FORM 990) WITH THE IRS. IN ADDITION, THE FOUNDATION IS SUBJECT TO INCOME TAX ON NET INCOME THAT IS DERIVED FROM BUSINESS ACTIVITIES THAT ARE UNRELATED TO THE EXEMPT PURPOSE. THE FOUNDATION HAS DETERMINED THAT IT IS NOT SUBJECT TO UNRELATED BUSINESS INCOME TAX AND HAVE NOT FILED AN EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURN (FORM 990-T) WITH THE IRS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN SPLIT-INTEREST AGREEMENT -30,979. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS N/A 1661432 0 0 0 0 0 0 1661432 0 1661432 0 0 1 0 0 0 PART I, LINE 3: THE ORGANIZATION IS REPORTING INVESTMENT BALANCES ON AN ACCRUAL BASIS ON SCHEDULE F. SCHEDULE F, PART IV: THE FOUNDATION REVIEWS ITS DIRECT AND INDIRECT INVESTMENTS DURING THE TAX PERIOD FOR DETERMINING REQUIRED FOREIGN FILINGS. THE FOUNDATION HAS OWNERSHIP INTERESTS IN FOREIGN CORPORATIONS. THE FOUNDATION WOULD FILE FORM 5471 IF THE OWNERSHIP MET THE REQUIREMENTS FOR FILING. THE FOUNDATION'S OWNERSHIP IN FOREIGN CORPORATIONS DID NOT REQUIRE FILING FORM 5471. THE FOUNDATION MAKES DIRECT AND INDIRECT TRANSFERS TO FOREIGN CORPORATIONS. THE FOUNDATION WOULD FILE FORM 926 IF THE TRANSFERS MET THE REQUIREMENTS FOR FILING. THE FOUNDATION HAD NO DIRECT TRANSFERS WHICH RESULTED IN FORM 926 FILINGS. GALA 421569 308307 113262 63360 16902 67088 TURKEY TROT 109452 20027 89425 1200 160 52282 1 71756 42776 28980 2880 15640 6114 13089 602777 371110 231667 1200 3040 79000 6114 16902 132459 238715 -7048 1 BANNER HOME CARE 1810 BOISE AVENUE LOVELAND CO 85038 900337681 501 (C) (3) 6900 0 PATIENT ASSISTANCE BANNER IMAGING SERVICES COLORADO LLC PO BOX 741734 LOS ANGELES CA 90074 844842297 23606 0 PATIENT SUPPORT BARTON CAREY MEDICAL PRODUCTS PO BOX 421 PERRYSBURG OH 43552 341493685 11746 0 PATIENT ASSISTANCE ENSIGHT SKILLS CENTER 1740 S COLLEGE AVENUE FORT COLLINS CO 80525 841598698 501 (C) (3) 174550 0 OPERATIONAL SUPPORT LIFEMED SAFETY INC 6124 E 162ND AVENUE BRIGHTON CO 80602 464017198 50570 0 PATIENT SUPPORT MONFORT FAMILY CLINIC 2930 11TH AVENUE EVANS CO 80620 840613289 501 (C) (3) 10962 0 PATIENT SUPPORT NORTH COLORADO MEDICAL CENTER 1801 16TH STREET GREELEY CO 80631 841287638 501 (C) (3) 478706 0 VARIOUS DEPT. SUPPORT ITEMS FALCON AEROLAB 15011 CLOUDCROSS COURT COLORADO SPRINGS CO 80921 871427191 501 (C) (3) 24750 0 EDUCATIONAL SUPPORT SUNRISE COMMUNITY HEALTH 2930 11TH AVENUE EVANS CO 80620 840613289 501 (C) (3) 2130739 0 PATIENT SUPPORT A WOMAN'S PLACE PO BOX 71 GREELEY CO 80632 860811596 501 (C) (3) 269896 0 OPERATIONAL SUPPORT 5 3 SCHOLARSHIPS 1847 3318368 PART I, LINE 2: THE WELD LEGACY FOUNDATION WILL CONSIDER GRANT REQUESTS FROM NORTH COLORADO MEDICAL CENTER DEPARTMENTS TO FUND EQUIPMENT PURCHASES, CONTINUED EDUCATION OR PROJECTS AT NCMC. TO REQUEST GRANT FUNDING, APPLICANTS MUST COMPLETE THE WELD LEGACY FOUNDATION GRANT APPLICATION. ON THE APPLICATION THERE IS SPACE PROVIDED FOR THE APPLICANT TO INCLUDE A BRIEF DESCRIPTION OF HOW THE FUNDING REQUESTED WILL ENHANCE THE HEALTH OF THOSE SERVED BY THE NORTH COLORADO MEDICAL CENTER. THE APPLICATION AND SUPPORTING DOCUMENTATION SHOULD BE EMAILED TO THE WELD LEGACY FOUNDATION. IF APPROVED, THE APPLICANT WILL BE ASKED TO SUBMIT PROOF OF PURCHASE TO THE WELD LEGACY FOUNDATION. THE WELD LEGACY FOUNDATION WILL CONSIDER REQUESTS FROM COMMUNITY ORGANIZATIONS FOR PROJECTS AND PROGRAMS THAT STRIVE TO IMPROVE AND ENHANCE HEALTH AND EDUCATION IN OUR COMMUNITY. THE COLORADO COMMON GRANT APPLICATION IS USED FOR THESE GRANTS. THE APPLICATION CAN BE FOUND ON THE WELD LEGACY FOUNDATION WEBSITE AND SUPPORTING DOCUMENTATION CAN BE UPLOADED ON THE WEBSITE. REQUESTS ARE REVIEWED PERIODICALLY THROUGHOUT THE YEAR. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPRISED OF NOT LESS THAN THREE AND NOT MORE THAN SIX INDIVIDUALS, WHICH SHALL INCLUDE THE FOLLOWING OFFICERS: THE CHAIR AND PRESIDENT OF THE BOARD, THE VICE PRESIDENT(S), IF ANY, THE SECRETARY, THE TREASURER, AND THE IMMEDIATE PAST PRESIDENT. THE EXECUTIVE COMMITTEE SHALL PERFORM OR CAUSE TO BE PERFORMED THE FOLLOWING FUNCTIONS (EXCEPT AS SET FORTH BELOW): (I) REVIEW AND EVALUATE THE ON-GOING PERFORMANCE OF THE BOARD EXECUTIVE, MEMBERS OF THE BOARD (BOTH INDIVIDUALLY AND COLLECTIVELY), AND CHAIRS, AND PROCURE ANNUAL CONFLICT OF INTEREST STATEMENTS FROM RELATED PARTIES EACH YEAR; (II) DIRECT THE ON-GOING BUSINESS AND AFFAIRS OF THE CORPORATION IN THE INTERIM BETWEEN REGULARLY SCHEDULED BOARD MEETINGS, PROVIDING ADVICE AND COUNSEL TO THE CHAIR AND PRESIDENT AND TO THE BOARD EXECUTIVE OFFICER AND ACTING ON PENDING MATTERS ON BEHALF OF THE BOARD WHEN IT IS NOT IN SESSION; (III) MAINTAIN THE "GOOD STANDING" OF THE CORPORATION AS A LEGAL COLORADO ENTITY AND ITS TAX-EXEMPT, NON-PROFIT STATUS UNDER FEDERAL AND STATE TAX LAWS. NOTWITHSTANDING THE PRECEDING, THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE AUTHORITY TO APPROVE ANY OF THE FOLLOWING ACTIONS: (A) APPOINT, REMOVE OR FILL VACANCIES IN THE BOARD; (B) ANY AMENDMENT TO THE ARTICLES OR BYLAWS OF THE ORGANIZATION; (C) ADOPT A PLAN OF MERGER OR CONSOLIDATION WITH ANOTHER ORGANIZATION; (D) AUTHORIZE THE SALE, LEASE, EXCHANGE OR MORTGAGE OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE ORGANIZATION; (E) AUTHORIZE THE VOLUNTARY DISSOLUTION OF THE ORGANIZATION OR REVOKING PROCEEDINGS THEREFOR; (F) AMENDING, ALTERING OR REPEALING ANY RESOLUTION OF THE BOARD WHICH BY ITS TERMS PROVIDES THAT IT SHALL NOT BE AMENDED, ALTERED OR REPEALED BY SUCH COMMITTEE; OR (G) APPOINT, OTHER THAN ON A TEMPORARY OR INTERIM BASIS, THE CHAIR AND PRESIDENT OF THE BOARD OR CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 2 THE CHIEF EXECUTIVE OFFICER OF THE FOUNDATION IS ALSO THE CHIEF EXECUTIVE OFFICER OF THE WELD TRUST, A RELATED TAX-EXEMPT ORGANIZATION. MEMBERS OF THE BOARD ARE ALSO MEMBERS OF THE BOARD OF DIRECTORS OF THE WELD TRUST. THEREFORE, BUSINESS RELATIONSHIPS EXIST BETWEEN THESE INDIVIDUALS. FORM 990, PART VI, SECTION A, LINE 3 BEGINNING IN APRIL OF 2020 THE WELD TRUST, A RELATED TAX-EXEMPT ORGANIZATION, PERFORMED EXECUTIVE MANAGEMENT SERVICES INCLUDING CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, AND CHIEF ADMINISTRATIVE OFFICER. SEE FORM 990, PART VII FOR COMPENSATION PAID BY THE RELATED ENTITY FOR CHIEF EXECUTIVE OFFICER SERVICES. FORM 990, PART VI, SECTION A, LINE 8B THE FOUNDATION DOES NOT HAVE ANY COMMITTEE WITH BROAD AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS ANNUALLY REVIEWED WITH THE BOARD. EACH BOARD MEMBER IS REQUIRED TO ANNUALLY SIGN A DECLARATION OF POTENTIAL CONFLICTS OF INTEREST. BOARD MEMBERS ARE ASKED TO DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST AT EACH MEETING AND ANY SUCH CONFLICTS ARE DOCUMENTED IN THE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION PAID TO THE CHIEF EXECUTIVE OFFICER AND OTHER EMPLOYEES IS PAID BY THE WELD TRUST, A RELATED TAX-EXEMPT ORGANIZATION. THE WELD TRUST USES A COMPENSATION SURVEY, COMPARABILITY SALARY DATA FOR SIMILAR POSITIONS AT SIMILARLY SITUATED ORGANIZATION, AND APPROVAL BY THE BOARD OF DIRECTORS TO DETERMINE COMPENSATION LEVELS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE IN THE WELD LEGACY FOUNDATION OFFICES AT 815 8TH AVENUE, GREELEY, COLORADO. THEY ARE AVAILABLE FOR THE PUBLIC REVIEW AT THIS SITE ONLY. FORM 990, PART VII, SECTION A, LINE 1A: THE CHIEF EXECUTIVE OFFICER (CEO) PERFORMS SERVICES FOR BOTH WELD LEGACY FOUNDATION AND THE WELD TRUST , A RELATED TAX-EXEMPT ORGANIZATION. COMPENSATION AND BENEFITS PAID TO THE CEO REPORTED ON FORM 990, PART VII, SECTION A, LINE 1A, REPRESENTS ONLY THE PORTION OF COMPENSATION AND BENEFITS PAID TO THIS INDIVIDUAL FOR SERVICES TO THE WELD LEGACY FOUNDATION. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -30,979. THE WELD TRUST 815 8TH AVENUE GREELEY CO 80631 742358522 ENHANCE THE HEALTH AND EDUCATION OF WELD COUNTY CO 501(C)(3) LINE 12B, II N/A 0 CHARITABLE LEAD TRUST 815 8TH AVENUE GREELEY CO 80631 CHARITABLE LEAD TRUST CO N/A 1 SPLIT INTEREST TRUST 815 8TH AVENUE GREELEY CO 80631 SPLIT INTEREST TRUST CO N/A 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1