2026-02-13T17:05:04-06:00 2025-06-30 450250958 EIDE BAILLY LLP 800 NICOLLET MALL STE 1300 MINNEAPOLIS MN 554027033 990 2024-07-01 237122114 THE FORT LEWIS COLLEGE FOUNDATION FORT 9703826941 1000 RIM DRIVE DURANGO CO 81301 CHERYL HEITZ CFO 9703826941 2026-02-13 1 1 LINDSEY R PHILLIPS CPA P01985962 6122536500 2026-02-09 2024 2025-03-06 01:10:19Z STEVE SHORT 1000 RIM DRIVE DURANGO CO 81301 15469088 0 X WWW.FORTLEWIS.EDU/FOUNDATION X 1969 CO ENRICHING EDUCATIONAL AND CULTURAL OPPORTUNITIES AT FORT LEWIS COLLEGE THROUGH PHILANTHROPY. 26 26 0 28 0 0 18491866 8235288 0 45000 8822576 7038127 120946 146593 27435388 15465008 8342639 7682556 0 0 0 0 0 0 287739 1017118 1371766 9359757 9054322 18075631 6410686 64681880 70801215 626871 809977 64055009 69991238 X ENRICHING EDUCATIONAL AND CULTURAL OPPORTUNITIES AT FORT LEWIS COLLEGE BY ENCOURAGING AND STEWARDING GIFTS FOR SCHOLARSHIPS, PROGRAMS, AND FACILITIES-WISE INVESTMENTS IN THE LEADERS OF TOMORROW. 0 0 7901478 7682556 55299 FUNDS ARE RAISED FOR THE BENEFIT OF THE STUDENTS, FACULTY, AND ADMINISTRATION OF FORT LEWIS COLLEGE. THE FOUNDATION RAISES RESOURCES THAT DIRECTLY FUEL OPPORTUNITIES FOR FORT LEWIS COLLEGE STUDENTS AND OUR COMMUNITY. THIS INCLUDES SUPPORT FOR STUDENTS THROUGH INCREASED SCHOLARSHIPS AND EXPERIENTIAL LEARNING FUNDING FOR INTERNSHIPS, FIELDWORK, TRAVEL, AND PROGRAMS LIKE FORT LEWIS ON THE WATER. THE FOUNDATION ALSO RAISES FUNDING AIMED AT SUPPORTING STUDENT SUCCESS THROUGH INNOVATIVE SUMMER BRIDGE PROGRAMS OFFERING ADDITIONAL ACADEMIC AND SOCIAL SUPPORT FOR STUDENTS. THE SPRINGBOARD FELLOWSHIPS MENTOR PROGRAM CONTINUED IN FISCAL YEAR 2025, TO HELP STUDENTS BUILD THE SOCIAL CAPITAL AND (CON'T ON SCH O) CONFIDENTLY LAUNCH THEIR POST COLLEGE CAREERS. ADDITIONALLY, NEW FUNDS WERE RAISED TO SUPPORT CAPITAL IMPROVEMENTS TO SKYHAWK HALL AND LAUNCH THE NEW NURSING PROGRAM AT FORT LEWIS COLLEGE. 7901478 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 38 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 1 1 1 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CO X X JEREMIAH STANCAMPIANO 9703826941 1000 RIM DRIVE DURANGO CO 81301 X STEVE SHORT CHAIR 6.00 X X 0 0 0 JASON PORTZ- DIRECTOR THRU 10/24) / VICE CHAIR (FROM 10/24) 6.00 X X 0 0 0 DAN KORMAN SECRETARY (THRU 10/24) 6.00 X X 0 0 0 ASHLEY FRENCH SECRETARY (FROM 10/24) 6.00 X X 0 0 0 JOANN HARDS TREASURER 6.00 X X 0 0 0 AL HARPER- VICE CHAIR (THRU 10/24)/ DIRECTOR (FROM 10/24) 6.00 X 0 0 0 KEITH NEWBOLD DIRECTOR 6.00 X 0 0 0 MARCHALL FLETCHER DIRECTOR 6.00 X 0 0 0 GENE BRADLEY DIRECTOR 2.00 X 0 0 0 TERRY BACON DIRECTOR 2.00 X 0 0 0 RICHARD BALLANTINE DIRECTOR 2.00 X 0 0 0 RAY BOUCHER DIRECTOR 2.00 X 0 0 0 CHUCK CARSON DIRECTOR 2.00 X 0 0 0 MITCH DYE DIRECTOR (THRU 10/24) 2.00 X 0 0 0 JANET MOSHER DIRECTOR 2.00 X 0 0 0 BRAD TAFOYA DIRECTOR 2.00 X 0 0 0 DAVE WEST DIRECTOR 2.00 X 0 0 0 LIZ PERRY DIRECTOR 2.00 X 0 0 0 DON MAPEL DIRECTOR 2.00 X 0 0 0 DEB JACKSON-BLISS DIRECTOR 2.00 X 0 0 0 NATE LEE DIRECTOR 2.00 X 0 0 0 KATHY SINTON DIRECTOR 2.00 X 0 0 0 JOHN WELLS DIRECTOR 2.00 X 0 0 0 ROGER PTOLEMY DIRECTOR 2.00 X 0 0 0 ERIC JONES DIRECTOR 2.00 X 0 0 0 DEBRA PARMENTER DIRECTOR 2.00 X 0 0 0 SCOTT SAMUELSON DIRECTOR 2.00 X 0 0 0 JIM MOREHART DIRECTOR 2.00 X 0 0 0 MELISSA MOUNT CHIEF EXECUTIVE OFFICER 40.00 X 0 0 0 CHERYL HEITZ CHIEF FINANCIAL OFFICER 32.00 X 0 0 0 0 0 0 0 0 0 0 FORT LEWIS COLLEGE 1000 RIM DR DURANGO CO 81301 FACILITIES, PERSONNEL AND SERVICES 477730 1 33951 77143 8124194 1009816 8235288 45000 45000 45000 1644049 1644049 103 103 44100 0 44100 44100 44100 5394078 0 5394078 5394078 5394078 96171 33951 4080 92091 92091 MISCELLANEOUS INCOME 900099 10299 10299 10299 15465008 55299 0 7174421 7682556 7682556 679793 126587 276223 276983 57500 57500 218238 218238 54746 54746 17361 17361 10603 10603 REPAIRS AND MAINTENANCE 150882 150882 LICENSES DUES & SUBSCRI 34531 34531 FOOD AND BEVERAGE 26875 23504 3371 BANK AND CREDIT CARD FE 24099 24099 97138 11331 78422 7385 9054322 7901478 865105 287739 577742 657668 4015392 1843515 0 1105 994400 362399 649362 632001 55138826 62652029 3658818 4325761 641740 689136 64681880 70801215 54992 93138 571879 716839 626871 809977 X 5245897 6646573 58809112 63344665 64055009 69991238 64681880 70801215 X 6410686 -521553 47096 X 0 1 X 1 0 X 3058789 9183497 11706089 18491866 8235288 50675529 3058789 9183497 11706089 18491866 8235288 50675529 14643979 36031550 728499 870031 1137949 1832692 1688252 6257423 9130 48884 92091 150105 13826 9305 29181 26302 10299 88913 57171970 45000 0.63020 0.58560 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 13,826. 2021 AMOUNT: $ 9,305. 2022 AMOUNT: $ 29,181. 2023 AMOUNT: $ 26,302. 2024 AMOUNT: $ 10,299. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 57500 57500 0 PART II-B, LINE 1: THE FOUNDATION PAID WEAVER STRATEGIES LLC TO PROVIDE LEGISLATIVE, REGULATORY TRACKING, ADVOCACY, AND LOBBYING SERVICES TO THE COLLEGE. 27333 0 X X X 0 34618272 2183389 3894953 864727 48309 336007 39447571 16213291 16526858 2685559 763080 44356 34618272 15972805 1725016 1425109 2320499 589140 16213291 15950222 1798983 -1219660 556740 15972805 12773503 746353 2828903 398537 15950222 0.03210 0.76150 0.20640 0 0 300000 300000 694400 362399 332001 632001 PREFERRED STOCK 62130 F PRIVATE EQUITY FUNDS 4263631 F 4325761 DUE TO FORT LEWIS COLLEGE 630148 REFUNDABLE ADVANCE 86691 716839 X 14778783 -521553 2090 51476 -467987 15246770 218238 218238 15465008 8842554 2090 300 4080 6470 8836084 218238 218238 9054322 PART III, LINE 4: GIFT IN KIND DONATIONS ARE TRANSFERRED TO THE COLLEGE FOR USE BY THE DEPARTMENT. PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS CONSISTS OF APPROXIMATELY 184 INDIVIDUAL DONOR-RESTRICTED FUNDS ESTABLISHED BY DONORS TO PROVIDE ANNUAL FUNDING FOR STUDENT SCHOLARSHIPS, FINANCE SPECIAL PROJECTS OF THE COLLEGE, AND SUPPLEMENTAL OPERATING BUDGET. PART X, LINE 2: MANAGEMENT BELIEVES THAT THE FOUNDATION HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AFFECTING ITS ANNUAL FILING REQUIREMENTS, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE FOUNDATION WOULD RECOGNIZE FUTURE ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED TAX BENEFITS AND LIABILITIES IN INCOME TAX EXPENSE IF SUCH INTEREST AND PENALTIES ARE INCURRED. THE FOUNDATION'S FORMS 990, 990-T AND OTHER INCOME TAX FILINGS REQUIRED BY STATE, LOCAL, OR NON-U.S. TAX AUTHORITIES ARE NO LONGER SUBJECT TO TAX EXAMINATION FOR YEARS BEFORE 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST 47,396. SPECIAL EVENT EXPENSES NET WITH REVENUE ON FORM 990 4,080. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NET WITH REVENUE ON FORM 990 4,080. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS N/A 5474712 0 0 0 0 0 0 5474712 0 5474712 1 0 1 0 0 0 PART I, LINE 3: THE FORT LEWIS COLLEGE FOUNDATION IS REPORTING INVESTMENT BALANCES ON AN ACCRUAL BASIS ON SCHEDULE F. SCHEDULE F, PART IV THE FORT LEWIS COLLEGE FOUNDATION REVIEWS ITS DIRECT AND INDIRECT INVESTMENTS DURING THE TAX PERIOD FOR DETERMINING REQUIRED FOREIGN FILINGS. THE FORT LEWIS COLLEGE FOUNDATION HAS OWNERSHIP INTERESTS IN FOREIGN CORPORATIONS. THE ORGANIZATION WOULD FILE FORM 5471 IF THE OWNERSHIP MET THE REQUIREMENTS FOR FILING. THE FORT LEWIS COLLEGE FOUNDATION'S OWNERSHIP IN FOREIGN CORPORATIONS DID NOT REQUIRE FILING FORM 5471. THE FORT LEWIS COLLEGE FOUNDATION MAKES DIRECT AND INDIRECT TRANSFERS TO FOREIGN CORPORATIONS. THE FORT LEWIS COLLEGE FOUNDATION WOULD FILE FORM 926 IF THE TRANSFERS MET THE REQUIREMENTS FOR FILING. THE FORT LEWIS COLLEGE FOUNDATION HAD TWO DIRECT TRANSFERS TO FOREIGN CORPORATIONS RESULTING IN TWO FORM 926S. SKYHAWKS ATHLETICS CASINO NIGHT 41616 16271 25345 OUTDOOR PURSUITS SKI TRIP 54651 10971 43680 100 1 19032 2384 16648 250 115299 29626 85673 350 350 85323 1 FORT LEWIS COLLEGE 1000 RIM DR DURANGO CO 81301 946000556 STATE OF COLORADO 7682556 0 FUNDING FOR STUDENT SCHOLARSHIPS AND GENERAL SUPPORT. 1 0 PART I, LINE 2: FOR FUNDS GIVEN TO FORT LEWIS COLLEGE, WHO IS AN AFFILIATED PUBLIC LIBERAL ARTS COLLEGE, NO FURTHER FOLLOW-UP IS DEEMED NECESSARY. X 9 12724 APPRAISAL X 10 14610 APPRAISAL X 11 835465 FMV X APPLE EQUIPMENT 1 125186 SELLING PRICE X VARIOUS AUCTION ITEMS 34 8696 SELLING PRICE X TRAIN TICKETS 2 6394 SELLING PRICE X COWS 1 5107 APPRAISAL X MICROPHONE AND TECHNOLOGY DEVICES 0 1434 SELLING PRICE X VITO ALTO SAXOPHONE 1 200 SELLING PRICE 0 0 1 0 PART I, COLUMN (B): THE FOUNDATION IS REPORTING THE TOTAL NUMBER OF CONTRIBUTORS IN PART I, COLUMN (B). FORM 990, PART VI, SECTION A, LINE 1A THE PURPOSE OF THE EXECUTIVE COMMITTEE IS TO EXERCISE POWERS OF THE BOARD OF DIRECTORS ONLY AS TO MATTERS THAT ARISE AND MUST BE DEALT WITH BETWEEN REGULARLY SCHEDULED MEETINGS OF THE BOARD OF DIRECTORS WHEN IT IS NOT FEASIBLE OR NECESSARY TO CONVENE A SPECIAL MEETING. THE EXECUTIVE COMMITTEE MAY ALSO SERVE IN AN INFORMAL ADVISORY ROLE TO THE COLLEGE PRESIDENT. THE EXECUTIVE COMMITTEE WILL CONSIST OF THE OFFICERS OF THE FOUNDATION (CHAIR, VICE-CHAIR, SECRETARY AND TREASURER) AND THREE OTHER DIRECTORS, ONE OF WHOM SHALL BE THE IMMEDIATE PAST-CHAIR OF THE FOUNDATION IF AVAILABLE AND WILLING TO SERVE. ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE INVOLVING EXERCISE OF THE POWERS OF THE BOARD OF DIRECTORS SHALL BE REPORTED PROMPTLY AND RATIFIED AT THE NEXT MEETING FOLLOWING SUCH ACTION. FORM 990, PART VI, SECTION A, LINE 2 TERRY BACON AND DEBRA PARMENTER HAVE A FAMILY RELATIONSHIP FORM 990, PART VI, SECTION A, LINE 3 FORT LEWIS COLLEGE FOUNDATION ENTERED INTO A "MEMORANDUM OF UNDERSTANDING" (MOU) WITH FORT LEWIS COLLEGE, AN AFFILIATED ORGANIZATION, TO PROVIDE FACILITIES, PERSONNEL, AND SERVICES, WHICH INCLUDES CHIEF EXECUTIVE OFFICER SERVICES. COMPENSATION PAID FOR THESE SERVICES TO FORT LEWIS COLLEGE DURING FISCAL YEAR ENDED JUNE 30, 2025, WAS $679,793. FORM 990, PART VI, SECTION A, LINE 4 AMENDMENTS TO GOVERNING DOCUMENTS: CHANGE FOR QUALIFICATIONS, NUMBER, ELECTION AND TENURE TO ALLOW PART-TIME EPLOYEES OF FLC TO BE CONSIDERED FOR BOARD SERVICE. FORM 990, PART VI, SECTION B, LINE 11B THE TREASURER, CHIEF EXECUTIVE OFFICER, AND CHIEF FINANCIAL OFFICER WILL REVIEW THE FORM 990 INFORMATIONAL RETURN PRIOR TO FILING. THE BOARD IS GIVEN THE OPPORTUNITY BUT IS NOT REQUIRED TO REVIEW THE FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICY FORMS ARE COLLECTED EACH YEAR AND REVIEWED BY THE EXECUTIVE COMMITTEE TO ENSURE THAT THERE ARE NO CONFLICTS OF INTEREST WITH ANY FOUNDATION BOARD MEMBER. IF THERE IS A CONFLICT OF INTEREST THE BOARD MEMBER WILL EITHER RESIGN OR WILL NOT VOTE ON ANY MEASURE THAT INVOLVES THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION PAID TO THE CHIEF EXECUTIVE OFFICER IS PAID FOR BY FORT LEWIS COLLEGE, AN AFFILIATED ORGANIZATION. FORT LEWIS COLLEGE HAS POLICIES AND PROCEDURES IN PLACE THAT ARE ISSUED TO EVALUATE AND ESTABLISH COMPENSATION AMOUNTS FOR THE CHIEF EXECUTIVE OFFICER. THE FORT LEWIS COLLEGE PRESIDENT CONFERS WITH THE FOUNDATION BOARD REGARDING THE EVALUATION OF THE CHIEF EXECUTIVE OFFICER. THE FOUNDATION REIMBURSES THE COLLEGE FOR A PORTION OF THE COMPENSATION PAID TO THE CHIEF EXECUTIVE OFFICER FOR THE SERVICES PROVIDED. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST BY THE PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST HELD BY OTHERS 47,396. LOSS ON UNCOLLECTIBLE PROMISES TO GIVE -300.