Civic Intelligence

Onward a Legacy Foundation

EIN 26-0045741 • 501(c)3 • Cortez, CO

Profile

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.

PO Box 26Cortez, CO 81321

www.onwardfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

46th percentile

0.10x

Higher debt load relative to assets than 46% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

49th percentile

0.15x

Higher debt load relative to revenue than 49% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

77th percentile

25%

Higher net margin than 77% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

77th percentile

18%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Revenue Growth

70th percentile

20%

Faster revenue growth than 70% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2024

Assets

Up

$7,978,527

Up $1,410,998 (+21%) from 2023

Liabilities

Up

$778,952

Up $109,643 (+16%) from 2023

Net Assets

Up

$7,199,575

Up $1,301,355 (+22%) from 2023

Revenue

Up

$5,147,847

Up $989,314 (+24%) from 2023

Expenses

Up

$3,846,492

Up $64,944 (+1.7%) from 2023

Net Income

Up

$1,301,355

Up $924,370 (+245%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $729,669Liabilities 2010: $142,431Net Assets 2010: $587,2382010Assets 2011: $861,034Liabilities 2011: $194,574Net Assets 2011: $666,4602011Assets 2012: $1,770,093Liabilities 2012: $177,904Net Assets 2012: $1,592,1892012Assets 2013: $2,136,113Liabilities 2013: $356,695Net Assets 2013: $1,779,4182013Assets 2014: $2,285,299Liabilities 2014: $419,224Net Assets 2014: $1,866,0752014Assets 2015: $2,134,645Liabilities 2015: $397,525Net Assets 2015: $1,737,1202015Assets 2016: $2,568,808Liabilities 2016: $564,303Net Assets 2016: $2,004,5052016Assets 2017: $2,757,228Liabilities 2017: $602,181Net Assets 2017: $2,155,0472017Assets 2018: $3,364,855Liabilities 2018: $1,100,307Net Assets 2018: $2,264,5482018Assets 2019: $3,260,012Liabilities 2019: $605,425Net Assets 2019: $2,654,5872019Assets 2020: $4,255,081Liabilities 2020: $716,243Net Assets 2020: $3,538,8382020Assets 2021: $5,517,184Liabilities 2021: $781,261Net Assets 2021: $4,735,9232021Assets 2022: $5,693,377Liabilities 2022: $591,096Net Assets 2022: $5,102,2812022Assets 2023: $6,567,529Liabilities 2023: $669,309Net Assets 2023: $5,898,2202023Assets 2024: $7,978,527Liabilities 2024: $778,952Net Assets 2024: $7,199,5752024

Highlighted filing

2024

Assets$7,978,527
Liabilities$778,952
Net Assets$7,199,575

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $471,0352010Expenses 2011: $506,3112011Expenses 2012: $327,7692012Revenue 2013: $605,516Expenses 2013: $418,287Net Income 2013: $187,2292013Revenue 2014: $479,851Expenses 2014: $393,194Net Income 2014: $86,6572014Revenue 2015: $280,753Expenses 2015: $409,708Net Income 2015: -$128,9552015Revenue 2016: $688,149Expenses 2016: $420,764Net Income 2016: $267,3852016Revenue 2017: $615,903Expenses 2017: $465,361Net Income 2017: $150,5422017Revenue 2018: $1,082,196Expenses 2018: $972,695Net Income 2018: $109,5012018Revenue 2019: $2,011,121Expenses 2019: $1,621,082Net Income 2019: $390,0392019Revenue 2020: $2,201,949Expenses 2020: $1,317,698Net Income 2020: $884,2512020Revenue 2021: $2,913,041Expenses 2021: $1,715,956Net Income 2021: $1,197,0852021Revenue 2022: $3,597,468Expenses 2022: $2,572,635Net Income 2022: $1,024,8332022Revenue 2023: $4,158,533Expenses 2023: $3,781,548Net Income 2023: $376,9852023Revenue 2024: $5,147,847Expenses 2024: $3,846,492Net Income 2024: $1,301,3552024

Highlighted filing

2024

Revenue$5,147,847
Expenses$3,846,492
Net Income$1,301,355

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.98$0.78$7.20$5.15$3.85$1.30
2023Detailed filing. Detailed filing data is available for this year.$6.57$0.67$5.90$4.16$3.78$0.38
2022Detailed filing. Detailed filing data is available for this year.$5.69$0.59$5.10$3.60$2.57$1.02
2021Detailed filing. Detailed filing data is available for this year.$5.52$0.78$4.74$2.91$1.72$1.20
2020Detailed filing. Detailed filing data is available for this year.$4.26$0.72$3.54$2.20$1.32$0.88
2019Detailed filing. Detailed filing data is available for this year.$3.26$0.61$2.65$2.01$1.62$0.39
2018Detailed filing. Detailed filing data is available for this year.$3.36$1.10$2.26$1.08$0.97$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.76$0.60$2.16$0.62$0.47$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.57$0.56$2.00$0.69$0.42$0.27
2015Detailed filing. Detailed filing data is available for this year.$2.13$0.40$1.74$0.28$0.41$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.29$0.42$1.87$0.48$0.39$0.09
2013Detailed filing. Detailed filing data is available for this year.$2.14$0.36$1.78$0.61$0.42$0.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.18$1.59$0.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.19$0.67$0.51
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.73$0.14$0.59$0.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$5,177,013
Mission and Program Overview

Mission

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,132,544$4,818,166▲ $685,622
Cash and Non-Interest-Bearing Accounts$992,296$1,622,033▲ $629,737
Land, Buildings, and Equipment, Net$973,140$935,753▼ $37,387
Pledges and Grants Receivable$227,173$327,119▲ $99,946
Accounts Receivable$33,029$167,187▲ $134,158
Investments Other Securities$60,096$0▼ $60,096
Savings and Temporary Cash Investments$95,542$54,676▼ $40,866
Other Notes and Loans Receivable, Net$34,716$31,048▼ $3,668
Prepaid Expenses and Deferred Charges$9,993$13,545▲ $3,552
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$6,567,529$7,978,527▲ $1,410,998
Other Assets Total$9,000$9,000→ $0
Liabilities
Other Liabilities$550,100$601,918▲ $51,818
Accounts Payable and Accrued Expenses$119,209$177,034▲ $57,825
Total Liabilities$669,309$778,952▲ $109,643
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,927,912$6,583,628▲ $1,655,716
Net Assets Without Donor Restrictions$970,308$615,947▼ $354,361
Total Net Assets Fund Balance$5,898,220$7,199,575▲ $1,301,355
Total Liabilities and Net Assets / Fund Balance$6,567,529$7,978,527▲ $1,410,998

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$226,988$145,997$372,985
Buildings$290,211$26,383$316,594
Land$311,066-$311,066
Leasehold Improvements$107,488$30,074$137,562

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$639,250$29,283▲ $95,864-$702,760
2023$531,931$40,809▲ $99,310-$639,250
2022$681,284$25,517▼ $134,970-$531,931
2021$615,222$20,587▲ $112,064-$681,284
2020$599,503$15,912▲ $22,756-$615,222
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Charles R Forth JrChief Executive OfficerPT$37,300$37,300

Board Members and Trustees

NameTitle
Pete MontanoPresident
David Coit JrVice President
Casey SimpsonDirector
Jennifer TewellDirector
Jessie Farias JrDirector
Laura HerrickDirector
Rebecca SamulskiDirector
Mb McafeeSecretary
Youvonne NeeleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,041,373
Program Service Revenue
$746,764
Investment Income
$224,083
Other Revenue
$135,627
All Other Contributions
$2,595,775
Change in Net Assets
$1,301,355

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,923,764
Revenue Not Reported on Financial Statements
$224,083
Other Revenue Adjustments
$224,083
Total Revenue per Audited Statements
$4,923,764
Total Revenue per Form 990
$5,147,847
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,744,457
Salaries, Compensation, and Employee Benefits$1,660,143
Grants and Similar Amounts Paid$441,892
Total Fundraising Expense$102,110
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,271,656$126,965$87,433$1,486,054
Grants to Domestic Orgs$352,992--$352,992
Fees for Services Management$173,376$20,319-$193,695
Payroll Taxes$97,421$14,298$9,040$120,759
Grants to Domestic Individuals$88,900--$88,900
Office Expenses$48,926$27,118$3,005$79,049
Travel$51,554$12,419-$63,973
Occupancy$36,648$25,051-$61,699
Depreciation Depletion$59,387--$59,387
Current Officers, Directors, Trustees, and Key Employees-$37,300-$37,300
Fees for Services Accounting-$31,705-$31,705
Fees for Service Investment Mgmnt Fees$30,065$1,272-$31,337
Insurance$18,919$10,275-$29,194
Pension Plan Contributions$9,661$3,333$2,350$15,344
Other Expenses$12,747$6,631-$12,747
All Other Expenses$2,347$6,072-$8,419
Advertising$7,109$1,077-$8,186
Fees for Services Other$6,279$1,467-$7,746
Interest$1,479--$1,479
Other Employee Benefits$404-$282$686
Total Functional Expenses$3,341,380$403,002$102,110$3,846,492

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,846,492
Expenses per Audited Statements$3,622,409
Total Expenses per Audited Statements$3,622,409
Expenses Not Reported on Financial Statements$224,083
Other Expense Adjustments$224,083
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Grants 5000 and underCortez, CO-General operations and projects$158,589
Good Samaritan CenterCortez, CO-Food Bank Operations$91,029
Bridge Emergency ShltrCortez, CO-Support Emergency Shelter$32,500
Peacefull TomorrowsPort Jervis, NY-General Operations$20,000
Fundamental Needs IncCortez, CO-General Operations$13,649
Cortez Animal ShelterCortez, CO-General operations$10,000
Montezuma Heritage MuseumCortez, CO-Gneral Operations$9,300
Durango School District 9-RDurango, CO-General Operations$6,500
Four Corners WritersCortez, CO-General Operations$5,925
Montezuma Land ConservancyCortez, CO-Funds Are Used to Pay for Program Costs.$5,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$112,941
Fundraising Direct Expenses$27,795
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$112,941$112,941$27,795$85,146
Total Events$112,941$112,941$27,795$85,146
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Forth Associates PCRelated PartyAccounting ServicesNo$1,200

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds Payable$555,787
CRUT Payable$46,131
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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.

Filing and Contact Details

Filer

Filer Name
Onward a Legacy Foundation
EIN
26-0045741
Phone
9705659200
Address
PO BOX 26, CORTEZ, CO 81321

Signing Officer

Name
Pete Montano
Title
President
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Charles R Forth Jr
Formed
2002
Legal Domicile
Co
Voting Board Members
9
Independent Board Members
9
Employees
162
Volunteers
85

Preparer

Firm
Forth & Associates Pc
Address
33 N CHESTNUT ST, CORTEZ, CO 81321
Preparer
Charles R Forth Jr
Phone
9705659200
Supplemental Narrative

Financial Statement Notes

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

Raw XML AppendixShowing 400 of 768 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0119209
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0177034
IRS990/AccountsReceivableGrp/BOYAmt033029
IRS990/AccountsReceivableGrp/EOYAmt0167187
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0ONWARD! 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.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01077
IRS990/AdvertisingGrp/ProgramServicesAmt07109
IRS990/AdvertisingGrp/TotalAmt08186
IRS990/AllOtherContributionsAmt02595775
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt06072
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02347
IRS990/AllOtherExpensesGrp/TotalAmt08419
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0FORTH ASSOCIATES PC
IRS990/BooksInCareOfDetail/PhoneNum09705659200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt033 N Chestnut
IRS990/BooksInCareOfDetail/USAddress/CityNm0CORTEZ
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd081321
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0992296
IRS990/CashNonInterestBearingGrp/EOYAmt01622033
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt037300
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt037300
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt01371
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04041373
IRS990/CYGrantsAndSimilarPaidAmt0441892
IRS990/CYInvestmentIncomeAmt0224083
IRS990/CYOtherExpensesAmt01744457
IRS990/CYOtherRevenueAmt0135627
IRS990/CYProgramServiceRevenueAmt0746764
IRS990/CYRevenuesLessExpensesAmt01301355
IRS990/CYSalariesCompEmpBnftPaidAmt01660143
IRS990/CYTotalExpensesAmt03846492
IRS990/CYTotalFundraisingExpenseAmt0102110
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05147847
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt059387
IRS990/DepreciationDepletionGrp/TotalAmt059387
IRS990/Desc0ADMINISTRATION 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.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0true
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt04927912
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt06583628
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0162
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt02988490
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt031705
IRS990/FeesForServicesAccountingGrp/TotalAmt031705
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt020319
IRS990/FeesForServicesManagementGrp/ProgramServicesAmt0173376
IRS990/FeesForServicesManagementGrp/TotalAmt0193695
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt01467
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt06279
IRS990/FeesForServicesOtherGrp/TotalAmt07746
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt01272
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt030065
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt031337
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/PersonNm0Charles R Forth Jr
IRS990/Form990PartVIISectionAGrp/PersonNm1David Coit Jr
IRS990/Form990PartVIISectionAGrp/PersonNm2MB MCAFEE
IRS990/Form990PartVIISectionAGrp/PersonNm3Jennifer Tewell
IRS990/Form990PartVIISectionAGrp/PersonNm4Rebecca Samulski
IRS990/Form990PartVIISectionAGrp/PersonNm5PETE MONTANO
IRS990/Form990PartVIISectionAGrp/PersonNm6Laura Herrick
IRS990/Form990PartVIISectionAGrp/PersonNm7Jessie Farias Jr
IRS990/Form990PartVIISectionAGrp/PersonNm8Youvonne Neeley
IRS990/Form990PartVIISectionAGrp/PersonNm9Casey Simpson
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt037300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chief Executive Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt027795
IRS990/FundraisingGrossIncomeAmt0112941
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt01416542
IRS990/GrantAmt0162404
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt088900
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt088900
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0352992
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0352992
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt05177013
IRS990/GrossSalesOfInventoryAmt051852
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt010275
IRS990/InsuranceGrp/ProgramServicesAmt018919
IRS990/InsuranceGrp/TotalAmt029194
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ProgramServicesAmt01479
IRS990/InterestGrp/TotalAmt01479
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0224083
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0224083
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt060096
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04132544
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04818166
IRS990/IRPDocumentCnt072
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0202454
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0973140
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0935753
IRS990/LandBldgEquipCostOrOtherBssAmt01138207
IRS990/LegalDomicileStateCd0CO
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt029056
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0ONWARD! 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05898220
IRS990/NetAssetsOrFundBalancesEOYAmt07199575
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt085146
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt085146
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/ExclusionAmt050481
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt050481
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0970308
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0615947
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt025051
IRS990/OccupancyGrp/ProgramServicesAmt036648
IRS990/OccupancyGrp/TotalAmt061699
IRS990/OfficeExpensesGrp/FundraisingAmt03005
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt027118
IRS990/OfficeExpensesGrp/ProgramServicesAmt048926
IRS990/OfficeExpensesGrp/TotalAmt079049
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09000
IRS990/OtherAssetsTotalGrp/EOYAmt09000
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0282
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0404
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0686
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1Professional Services
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3Other Expense
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016796
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt160904
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26631
IRS990/OtherExpensesGrp/ProgramServicesAmt0774973
IRS990/OtherExpensesGrp/ProgramServicesAmt1284509
IRS990/OtherExpensesGrp/ProgramServicesAmt212028
IRS990/OtherExpensesGrp/ProgramServicesAmt312747
IRS990/OtherExpensesGrp/TotalAmt0791769
IRS990/OtherExpensesGrp/TotalAmt1345413
IRS990/OtherExpensesGrp/TotalAmt218659
IRS990/OtherExpensesGrp/TotalAmt312747
IRS990/OtherLiabilitiesGrp/BOYAmt0550100
IRS990/OtherLiabilitiesGrp/EOYAmt0601918
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt087433
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0126965
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01271656
IRS990/OtherSalariesAndWagesGrp/TotalAmt01486054
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt034716
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt031048
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt09040
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014298
IRS990/PayrollTaxesGrp/ProgramServicesAmt097421
IRS990/PayrollTaxesGrp/TotalAmt0120759
IRS990/PensionPlanContributionsGrp/FundraisingAmt02350
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt03333
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt09661
IRS990/PensionPlanContributionsGrp/TotalAmt015344
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0227173
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0327119
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt09993
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt013545
IRS990/PrincipalOfficerNm0Charles R Forth Jr
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Investment Income
IRS990/ProgramServiceRevenueGrp/Desc1Program Service Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0520023
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1226741
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0520023
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1226741
IRS990/ProgSrvcAccomActy2Grp/Desc0ADMINISTRATION OF 7 DONOR-ADVISED FUNDS WHICH MADE GRANTS TO 18 NON-PROFIT AND GOVERNMENT ORGANIZATIONS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0121185
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0104000
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0144347
IRS990/ProgSrvcAccomActy3Grp/Desc0ADMINISTRATION OF 22 SCHOLARSHIP FUNDS WHICH PAID SCHOLARSHIPS TO 101 INDIVIDUALS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0103425
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0326135
IRS990/ProgSrvcAccomActyOtherGrp/Desc0ADMINISTRATION OF 13 MISCELLANEOUS SPECIAL INTEREST FUNDS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1ADMINISTRATION OF 5 ENDOWMENT FUNDS WHICH PROVIDED GRANTS TO 19 NON-PROFITS.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2ADMINISTRATION 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.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt064768
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt163511
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt21
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt027300
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt150713
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0187696
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt1125147
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03709870
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0915359
IRS990/PYInvestmentIncomeAmt0125582
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01449372
IRS990/PYOtherRevenueAmt066026
IRS990/PYProgramServiceRevenueAmt0257055
IRS990/PYRevenuesLessExpensesAmt0376985
IRS990/PYSalariesCompEmpBnftPaidAmt01416817
IRS990/PYTotalExpensesAmt03781548
IRS990/PYTotalRevenueAmt04158533
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt01301355
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt04108628
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt095542
IRS990/SavingsAndTempCashInvstGrp/EOYAmt054676
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04041373
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03934529
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03169188
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02291653
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02031251
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015467994
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0505420
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0492085
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt084978
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0485224
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0103028
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01670735
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.90250
IRS990ScheduleA/PublicSupportPY170Pct00.89230
IRS990ScheduleA/PublicSupportTotal170Amt015467994
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04041373
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03934529
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03169188
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt02291653
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02031251

Document Assets

No mirrored PDF or thumbnail assets are attached yet.