2013-07-09T11:08:03-05:00 2012-12-31 461497033 EKS&H LLLP 7979 E TUFTS AVENUE SUITE 400 DENVER CO 802372521 990 2012-01-01 261597530 COLORADO LEGACY FOUNDATION COLO 3037366477 1660 LINCOLN ST NO 2000 DENVER CO 80264 HELAYNE JONES 3037366477 2013-07-08 1 RYAN C HARRIS P00614618 3037409400 2012 2016-02-24 21:20:13Z X HELAYNE JONES 1660 LINCOLN ST NO 2000 DENVER CO 80264 13017720 0 X WWW.COLEGACY.ORG X 2007 CO CLF WORKS TO ACCELERATE STUDENT ACHIEVEMENT THROUGH INNOVATION, COLLABORATION AND CAPACITY BUILDING. 16 16 43 50 0 0 7822697 12848891 0 0 11887 7772 107803 19196 7942387 12875859 1188001 3263226 0 0 1482122 2862954 0 0 170583 1674776 2666314 4344899 8792494 3597488 4083365 6771859 11172634 205816 523226 6566043 10649408 X CLF PARTNERS WITH COLORADO DEPARTMENT OF EDUCATION TO ACCELERATE THE ACHIEVEMENT OF A HIGH-QUALITY K-12 EDUCATIONAL SYSTEM THAT ENSURES THE SUCCESS OF EVERY EDUCATOR, LEADER AND STUDENT. (SEE SCHEDULE O).THE COLORADO LEGACY FOUNDATION (CLF) IS AN INDEPENDENT NONPROFIT WORKING IN PARTNERSHIP WITH THE COLORADO DEPARTMENT OF EDUCATION (CDE) AND PUBLIC EDUCATION STAKEHOLDERS TO ACCELERATE BOLD IMPROVEMENTS IN STUDENT ACHIEVEMENT THROUGH INNOVATION, COLLABORATION, AND CAPACITY BUILDING. CLF EQUIPS TEACHERS, LEADERS, AND ORGANIZATIONS WITH THE KNOWLEDGE, TOOLS, GUIDANCE, AND RESOURCES TO DRIVE IMPROVEMENT OUTCOMES WHILE CREATING THE CONDITIONS TO INNOVATE TOGETHER, SHARE KNOWLEDGE, AND EXPLORE NEW POSSIBILITIES. CLF WORKS TO ACCELERATE THE ACHIEVEMENT OF A HIGH-QUALITY K-12 EDUCATIONAL SYSTEM THAT ENSURES THE SUCCESS OF EVERY EDUCATOR, LEADER AND STUDENT. 0 0 6080665 3031240 EDUCATOR EFFECTIVENESS: CLF FOCUSES ON IMPROVING PROFESSIONAL DEVELOPMENT AND SUPPORT FOR EDUCATORS TO INCREASE THE ACADEMIC SUCCESS OF ALL STUDENTS. CLF'S EDUCATOR EFFECTIVENESS INITIATIVE CURRENTLY DEPLOYS A VARIETY OF STRATEGIES TO MEET ITS GOALS, INCLUDING INDEPENDENT RESEARCH, STATE POLICY LEADERSHIP AS WELL AS WORKING CLOSELY WITH SCHOOLS AND DISTRICTS ON IMPLEMENTING RECENT LEGISLATION IN A HIGH-QUALITY MANNER THAT CAN BE SHARED WITH OTHER EDUCATORS ACROSS THE STATE. 981748 225436 CLF'S HEALTH AND WELLNESS INITIATIVE IS FOCUSED ON IMPROVING ACADEMIC SUCCESS FOR ALL STUDENTS BY FOSTERING PROMISING PRACTICES, PROOF POINTS AND POSITIVE CONDITIONS FOR LEARNING RELATED TO HEALTH AND WELL-BEING. THE INITIATIVE'S VISION IS TO STRATEGICALLY ALIGN HEALTH AND WELLNESS EFFORTS TO BOOST ACADEMIC PERFORMANCE FOR ALL STUDENTS. 582308 COLORADO LEGACY SCHOOLS: CLF EMPOWERS HIGH-NEED STUDENTS TO SUCCEED IN RIGOROUS MATH, SCIENCE, AND ENGLISH COURSES, THEREBY ELEVATING EXPECTATIONS FOR STUDENTS AND TRANSFORMING SCHOOL CULTURES INTO THOSE OF COLLEGE-READINESS. INCENTIVES ARE OFFERED TO STUDENTS TO MOTIVATE THEM TO TAKE ADVANCED PLACEMENT (AP) COURSES WHILE ALSO SUPPORTING STUDENTS AND TEACHERS WITH INTENSIVE TEACHER TRAINING, OPEN AND ENCOURAGED ENROLLMENT IN AP COURSES, INDIVIDUALIZED ACHIEVEMENT GOALS, AND DATA COLLECTION TO ENSURE ACCOUNTABILITY. 469101 6550 ELO IS AN INNOVATIVE TEACHING AND LEARNING PLATFORM DESIGNED TO IGNITE THE UNIQUE POTENTIAL OF EVERY STUDENT THROUGH THE CREATION AND DELIVERY OF DRAMATICALLY PERSONALIZED TEACHING AND LEARNING EXPERIENCES. ELO INTEGRATES A VAST RANGE OF NEW AND EXISTING TEACHING AND LEARNING TOOLS, RESOURCES, MODULES AND APPROACHES INTO MORE PERSONALIZED, ENGAGING AND RELEVANT LEARNING EXPERIENCES THAT TAP INTO EACH STUDENT'S PASSIONS, INTERESTS AND LEARNING STYLES INSIDE AND OUTSIDE OF THE CLASSROOM. 469101 6550 8113822 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 108 0 1 43 1 0 0 0 0 0 1 1 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X SANDY SALES 3037366477 1660 LINCOLN SUITE 2000 DENVER CO 80264 DR STEPHEN SHOGAN 3.00 X X 0 0 0 MARLA WILLIAMS 2.00 X X 0 0 0 MONICA SKOK 2.00 X X 0 0 0 KAREN LEFEVER 2.00 X X 0 0 0 SANDRA SMYSER 1.00 X 0 0 0 ELAINE GANTZ BERMAN 1.00 X 0 0 0 DONNA LYNNE 1.00 X 0 0 0 GEORGE SPARKS 1.00 X 0 0 0 GREGORY ANDERSON 1.00 X 0 0 0 JOSEPH GARCIA 1.00 X 0 0 0 MATTHEW SMITH 1.00 X 0 0 0 JAY HELMAN 1.00 X 0 0 0 TOM GART 1.00 X 0 0 0 KATHERINE PECK 1.00 X 0 0 0 LEROY WILLIAMS JR 1.00 X 0 0 0 RYAN O'SHAUGHNESSY 1.00 X 0 0 0 HELAYNE JONES 50.00 X 179340 0 4022 MICHAEL MCBRIDE 40.00 X 109771 0 14628 YEE-ANN CHO 45.00 X 124613 0 14224 NINA LOPEZ 45.00 X 126323 0 1089 540047 0 33963 4 0 1 0 OMNI INSTITUTE 899 LOGAN STREET SUITE 600 DENVER CO 80203 NFP SOCIAL SCIENCE AGENCY 181830 KOGETO INC 51 WOOSTER ST 2ND FLOOR NEW YORK NY 10013 VIDEO CAPTURING TECH CO. 179675 TIMEWISE SCHOOLS INC PO BOX 191311 BOISE ID 83719 EDUCATION SUPPORT ORG. 175000 3 16140 12832751 22487 12848891 7772 7772 152071 16140 141861 10210 10210 MISCELLANEOUS REVENUE 900099 8986 8986 8986 12875859 0 0 26968 X 3263226 3263226 307762 160364 126398 21000 2123685 1848073 168601 107011 55224 43581 7952 3691 187362 145815 32514 9033 188921 154901 24198 9822 13828 2312 11516 18930 2720 16210 3109 3109 1693227 1645469 44931 2827 21290 21290 198534 186659 10661 1214 65013 54099 6765 4149 148647 123137 17702 7808 65933 57960 6224 1749 380737 375709 4537 491 32346 26794 3853 1699 8148 8148 PROFESSIONAL DEVELOPMEN 11733 25 11619 89 MISCELLANEOUS EXPENSES 4839 1688 3151 8792494 8113822 508089 170583 6464410 10172276 111500 730000 15000 500 33054 45301 268405 51506 140237 216899 7658 7658 6771859 11172634 103250 367638 2500 19000 0 19771 100066 116817 205816 523226 X 248468 361325 6317575 10288083 6566043 10649408 6771859 11172634 4083365 0 X 0 1 X 1 0 X 556576 768807 3519595 7822697 12848891 25516566 556576 768807 3519595 7822697 12848891 25516566 18077525 7439041 37 2280 8358 11887 7772 30334 95686 103495 105313 10210 314704 104 2490 8986 11580 25873184 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11039 3518 7521 192808 36943 155865 64558 11045 53513 216899 ACCRUED LIABILITIES 116817 116817 X 13023112 5392 141861 147253 12875859 0 12875859 8939747 5392 141861 147253 8792494 0 8792494 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION APPLIES A MORE-LIKELY-THAN-NOT MEASUREMENT METHODOLOGY TO REFLECT THE FINANCIAL STATEMENT IMPACT OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AFTER EVALUATING THE TAX POSITIONS TAKEN, NONE ARE CONSIDERED TO BE UNCERTAIN; THEREFORE, NO AMOUNTS HAVE BEEN RECOGNIZED AS OF DECEMBER 31, 2012 AND 2011. IF INCURRED, INTEREST AND PENALTIES ASSOCIATED WITH TAX POSITIONS WOULD BE RECORDED IN THE PERIOD ASSESSED AS MISCELLANEOUS ADMINISTRATIVE EXPENSE. NO INTEREST OR PENALTIES HAVE BEEN ASSESSED AS OF DECEMBER 31, 2012 AND 2011. TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION INCLUDE 2009 THROUGH 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 141,861. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 141,861. LUNCHEON 168211 16140 152071 2104 51677 17844 70236 168211 16140 152071 2104 51677 17844 70236 141861 10210 1 COLORADO DEPARTMENT OF EDUCATION 201 E COLFAX AVENUE DENVER CO 80203 840644739 501(C)(3) 901580 SEE SCH I, PART IV THOMPSON SCHOOL DISTRICT 800 S TAFT AVENUE LOVELAND CO 80537 846013346 501(C)(3) 747710 SEE SCH I, PART IV EAGLE COUNTY SCHOOL DISTRICT 948 CAMBERS AVENUE EAGLE CO 81631 846012253 501(C)(3) 565000 SEE SCH I, PART IV SAN JUAN BOCES 201 EAST 12 STREET DURANGO CO 81301 840603542 501(C)(3) 468500 SEE SCH I, PART IV DENVER PUBLIC SCHOOLS - VENDOR 900 GRANT STREET DENVER CO 80203 846001099 501(C)(3) 254981 SEE SCH I, PART IV CENTENNIAL SCHOOL DISTRICT 14644 HIGHWAY 159 SAN LUIS CO 81152 840518168 501(C)(3) 75000 SEE SCH I, PART IV AURORA PUBLIC SCHOOLS 1085 PEORIA STREET AURORA CO 80011 846000870 501(C)(3) 22500 SEE SCH I, PART IV BOULDER VALLEY SCHOOL DISTRICT 6500 ARAPAHOE RD BOULDER CO 80303 846014683 501(C)(3) 22500 SEE SCH I, PART IV ADAMS COUNTY SCHOOL DISTRICT 14 5291 E 60TH AVENUE COMMERCE CITY CO 80022 846000823 501(C)(3) 10000 SEE SCH I, PART IV ADAMS 12 FIVE STAR SCHOOLS 1500 EAST 128TH AVENUE THORNTON CO 80241 846000822 501(C)(3) 10000 SEE SCH I, PART IV ARCHULETA SCHOOL DISTRICT 50JT PO BOX 1498 PAGOSA SPRINGS CO 81147 846002725 501(C)(3) 10000 SEE SCH I, PART IV BUFFALO SCHOOL DISTRICT RE 4J 315 LEE STREET MERINO CO 80741 846013385 501(C)(3) 10000 SEE SCH I, PART IV CENTER CONSOLIDATED SCHOOL DISTRICT 550 S SYLVESTER CENTER CO 81125 846001943 501(C)(3) 10000 SEE SCH I, PART IV DURANGO SCHOOL DISTRICT 9R 201 EAST 12 STREET DURANGO CO 81301 846012500 501(C)(3) 10000 SEE SCH I, PART IV EAST GRAND SCHOOL DISTRICT #2 299 COUNTY RD 611 GRANBY CO 80446 846011425 501(C)(3) 10000 SEE SCH I, PART IV 15 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: PROCEDURES TO MONITOR THE USE OF GRANTS AWARDED TO SCHOOL DISTRICTS INCLUDE CONTRACTUAL AGREEMENTS BETWEEN THE FOUNDATION AND THE SCHOOL DISTRICT OUTLINING THE PURPOSE OF THE GRANT, THE APPROVED AND PROHIBITED USES OR EXPENDITURE OF FUNDING AND THE REQUIREMENT FOR YEAR END FINANCIAL STATEMENTS SIGNED BY DISTRICT SUPERINTENDANTS. SCHEDULE I, PART II, COLUMN (H) THE PURPOSE OF THESE GRANTS WAS TO AWARD FUNDS TO THE DEPARTMENT OF EDUCATION AND COLORADO SCHOOL DISTRICTS TO ADVANCE STUDENT ACHIEVEMENT THROUGH INNOVATION, COLLABORATION AND CAPACITY BUILDING BY PROVIDING TOOLS AND RESOURCES TO PROMOTE EDUCATOR EFFECTIVENESS, SAFE AND WELCOMING SCHOOLS AND EXPANDED LEARNING OPPORTUNITIES. X X X 0 0 0 0 0 0 0 0 0 HELAYNE JONES 159340 0 20000 0 0 0 938 0 3084 0 183362 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY MANAGEMENT AND PROVIDED TO BOTH THE FINANCE COMMITTEE AND THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES AND THE BOARD OF DIRECTORS ARE REQUIRED TO READ, UNDERSTAND, AND SIGN THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, AND REPORT PROMPTLY ANY SUCH INTEREST THAT ARISES IN THE INDIVIDUAL'S CONDUCT OF THE ORGANIZATION'S BUSINESS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS CONDUCTS AN ANNUAL EVALUATION AND REVIEW OF THE PRESIDENT/CEO'S PERFORMANCE AND SETS COMPENSATION USING COMPARABITY DATA FROM SALARY SURVEYS. THE ORGANIZATION MAINTAINS THE APPROPRIATE DOCUMENTATION OF THE COMPENSATION SETTING PROCESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST. OTHER FEES FORM 990, PART IX, LINE 11G CONSULTING FEES: PROGRAM SERVICE EXPENSES 1,645,469. MANAGEMENT AND GENERAL EXPENSES 44,931. FUNDRAISING EXPENSES 2,827. TOTAL EXPENSES 1,693,227.