2025-10-01T14:20:15-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 805 SW BROADWAY STE 1400 PORTLAND OR 97205 990 2024-01-01 273484142 ELEVATIONS FOUNDATION INC ELEV 3034434672 PO BOX 9004 BOULDER CO 80301 GYTIS TUMINAS VICE CHAIR 3034434672 2025-09-30 1 1 MAGGIE ELLIOTT P01790721 5032421447 2025-09-30 2024 2025-03-06 01:10:19Z LOCAL CHANGE FOUNDATION CHARLENE MOSER PO BOX 9004 BOULDER CO 80301 836610 0 X HTTPS://WWW.ELEVATIONSCU.COM/FOUNDATION X 2010 CO WE BRING PEOPLE AND RESOURCES TOGETHER TO STRENGTHEN OUR COMMUNITIES. 13 6 3 30 0 0 630881 752261 0 0 23509 25438 675 12374 655065 790073 141000 150000 0 0 202052 191832 0 0 81640 78523 60915 421575 402747 233490 387326 1914230 2426722 24083 21002 1890147 2405720 WE BRING PEOPLE AND RESOURCES TOGETHER TO STRENGTHEN OUR COMMUNITIES. 0 0 102643 80000 FUNDING OF $80,0000 IN SCHOLARSHIPS TO 21 DESERVING STUDENTS. 92643 70000 SUPPORT WAS GIVEN TO VARIOUS ORGANIZATIONS WHICH BENEFIT THE LOCAL COMMUNITY. 195286 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 3 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X JENNIFER HINDERLITER 3034434672 PO BOX 9004 BOULDER CO 80301 GERRY AGNES DIRECTOR 1.00 40.00 X 0 3540898 28655 TAMMY TEITSCHEID DIRECTOR 1.00 40.00 X 0 593111 33080 WENDY BESWICK DIRECTOR 1.00 40.00 X 0 484104 23347 IAN BENNETT DIRECTOR 1.00 40.00 X 0 299112 31960 GYTIS TUMINAS TREASURER 1.00 40.00 X X 0 250377 19203 DENNIS PAUL DIRECTOR 1.00 40.00 X 0 222237 18114 JENNIFER HINDERLITER EXECUTIVE DIRECTOR 40.00 X 144101 0 0 GARRY WOODS DIRECTOR 1.00 6.00 X 0 52990 0 KATE BROWN DIRECTOR 1.00 6.00 X 0 50000 0 DON CHEYNE VICE CHAIR 1.00 10.00 X X 0 40279 0 CHARLENE MOSER CHAIR 1.00 X X 0 0 0 DAN MASLOWSKI SECRETARY 1.00 X 0 0 0 CHRISTINA DAVIES DIRECTOR 1.00 X 0 0 0 JENNIFER LEOSZ DIRECTOR 1.00 X 0 0 0 DARCY MOREL DIRECTOR 1.00 X 0 0 0 LAURA VALDEZ DIRECTOR 1.00 X 0 0 0 144101 5533108 154359 1 0 1 0 0 93119 483744 175398 752261 25438 25438 58911 93119 46537 12374 12374 790073 0 0 37812 70000 70000 80000 80000 142252 28450 56901 56901 36045 7209 14418 14418 13535 2707 5414 5414 7081 7081 15715 15715 3150 3150 3159 3159 15816 6920 4448 4448 3359 3359 COMMUNITY OUTREACH 5000 5000 PROGRAM EVENTS 4025 4025 3610 3151 459 402747 195286 125821 81640 125819 132530 129186 117556 10730 11123 1648495 2165513 1914230 2426722 24083 21002 24083 21002 X 223278 236707 1666869 2169013 1890147 2405720 1914230 2426722 387326 128247 0 X 0 1 X 1 0 X 864572 1331582 1163189 631556 752621 4743520 864572 1331582 1163189 631556 752621 4743520 1581245 3162275 24888 66570 37062 23509 25438 177467 4920987 182853 0.64260 0.63890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1664969 1664969 1230188 300000 194878 60097 1664969 1526646 -258234 38224 1230188 1414399 140155 27908 1526646 972726 350000 112847 21174 1414399 1.00000 0 0 0 X PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT IS TO ACT AS AN INVESTMENT FUND FROM WHICH THE FOUNDATION MAKES PERIODIC WITHDRAWALS INTO ITS ANNUAL OPERATING BUDGET. PART X, LINE 2: THE FOUNDATION IS STATE AND FEDERALLY TAX-EXEMPT UNDER THE INTERNAL REVENUE CODE 501(C)(3), EXCEPT TO THE EXTENT OF UNRELATED BUSINESS INCOME. TAXES FROM THE FOUNDATION'S UNRELATED BUSINESS INCOME WOULD BE IMMATERIAL AND HAVE NOT BEEN RELECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. GOLF TOURNAMENT 119689 74164 45525 8080 26583 402 6200 4260 BASKET DRAWING 12374 12374 1 19967 18955 1012 1012 152030 93119 58911 9092 26583 402 6200 4260 46537 12374 1 3HOPEFUL HEARTS 712 WHALERS WAY UNIT A201 FORT COLLINS CO 80525 800788928 501(C)(3) 10000 0 MENTAL HEALTH GRANT SAFE SHELTER OF ST VRAIN VALLEY PO BOX 231 LONGMONT CO 80502 840781353 501(C)(3) 10000 0 AFFORDABLE HOUSING GRANT 2 0 EDUCATIONAL SCHOLARSHIPS 80000 PART I, LINE 2: ALL GRANTS REQUIRE A WRITTEN APPLICATION. ORGANIZATIONS RECEIVING GRANTS ARE REVIEWED AND RESEARCHED BY THE BOARD OF DIRECTORS. INFORMATION REVIEWED INCLUDES FINANCIAL STATEMENTS AND PRIOR FORM 990 FILINGS. THE FOUNDATION GAVE GRANTS TO ORGANIZATIONS TOTALING $70,000 IN 2024. X X X 0 1 0 0 0 0 0 0 0 GERRY AGNES DIRECTOR 0 828982 0 461916 0 2250000 0 13800 0 14855 0 3569553 0 0 TAMMY TEITSCHEID DIRECTOR 0 428938 0 164173 0 0 0 13800 0 19280 0 626191 0 0 WENDY BESWICK DIRECTOR 0 364104 0 120000 0 0 0 13800 0 9547 0 507451 0 0 IAN BENNETT DIRECTOR 0 0 0 0 0 299112 0 12611 0 19349 0 331072 0 0 GYTIS TUMINAS TREASURER 0 214229 0 36148 0 0 0 10157 0 9046 0 269580 0 0 DENNIS PAUL DIRECTOR 0 186459 0 35778 0 0 0 8862 0 9252 0 240351 0 0 PART I, LINE 4B ELEVATIONS CREDIT UNION, A RELATED ORGANIZATION TO ELEVATIONS FOUNDATION INC, HAS ENTERED INTO 457(F) DEFERRED COMPENSATION AGREEMENTS WITH CERTAIN SENIOR EXECUTIVES OF THE CREDIT UNION. THE FOLLOWING WERE THE ACCRUAL BALANCES AS OF 12/31/24: GERRY AGNES: $507,250 TAMMY TEITSCHEID: $263,432 WENDY BESWICK: $253,625 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY A CPA FIRM. PRIOR TO FILING, THE FORM 990 IS PROVIDED TO THE FULL BOARD OF DIRECTORS. AFTER REVIEW AND APPROVAL BY THE BOARD TREASURER, THE FORM 990 IS THEN FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, THE BOARD OF DIRECTORS REVIEWS THE CONFLICT OF INTEREST POLICY. EACH DIRECTOR THEN SIGNS A CODE OF CONDUCT/CONFLICT OF INTEREST DISCLOSURE STATING THAT THEY UNDERSTAND THE POLICIES AND WILL REPORT ANY POTENTIAL CONFLICTS OR VIOLATIONS TO THE CHAIR OF THE BOARD. ANYONE WITH A CONFLICT OF INTEREST DOES NOT PARTICIPATE IN ANY DELIBERATIONS OR VOTE ON THE TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15A THE TOTAL REWARDS DEPARTMENT OF ELEVATIONS CREDIT UNION, INDEPENDENT FROM ELEVATIONS FOUNDATION, USED THIRD-PARTY COMPENSATION DATA TO PROVIDE THE RECOMMENDATION FOR PAY FOR THE ELEVATIONS FOUNDATION EXECUTIVE DIRECTOR. THE DATA WAS PROVIDED TO THE FOUNDATION'S GOVERNANCE COMMITTEE, WHICH USED THE DATA TO DETERMINE THE COMPENSATION OFFERED TO THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ELEVATIONS CREDIT UNION PO BOX 9004 BOULDER CO 80301 840459116 PROMOTE THRIFT AND PROVIDE LOWER COST CREDIT TO MEMBERS OF THE CREDIT CO 501(C)(14) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0