Civic Intelligence

Onward a Legacy Foundation

990 • Fiscal year 2018 • EIN 26-0045741

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

Organization Profilewww.onwardfoundation.org
PO Box 26Cortez, CO 81321

(970) 565-9200

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

73rd percentile

0.33x

Higher debt load relative to assets than 73% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

86th percentile

1.02x

Higher debt load relative to revenue than 86% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

66th percentile

10%

Higher net margin than 66% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

37th percentile

$11,600

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

83rd percentile

22%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

91st percentile

76%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets73rd percentile

Assets

Up

$3,364,855

Up $607,627 (+22%) from 2017

Net Assets

Up

$2,264,548

Up $109,501 (+5.1%) from 2017

Liabilities

Up

$1,100,307

Up $498,126 (+83%) from 2017

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin66th percentile

Revenue

Up

$1,082,196

Up $466,293 (+76%) from 2017

Expenses

Up

$972,695

Up $507,334 (+109%) from 2017

Net Income

Down

$109,501

Down $41,041 (-27%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2018

Assets$3,364,855
Liabilities$1,100,307
Net Assets$2,264,548
Open 2018 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$1,082,196
Expenses$972,695
Net Income$109,501
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$1,104,354
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$2,596,220$2,539,227▼ $56,993
Cash and Non-Interest-Bearing Accounts$36,961$569,936▲ $532,975
Savings and Temporary Cash Investments$111,273$81,001▼ $30,272
Investments Other Securities-$79,329-
Pledges and Grants Receivable$8,405$51,053▲ $42,648
Accounts Receivable$2,520$42,252▲ $39,732
Prepaid Expenses and Deferred Charges$1,849$2,057▲ $208
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,757,228$3,364,855▲ $607,627
Other Assets Total-$0-
Liabilities
Other Liabilities$596,234$611,829▲ $15,595
Grants Payable-$451,250-
Accounts Payable and Accrued Expenses$5,947$37,228▲ $31,281
Total Liabilities$602,181$1,100,307▲ $498,126
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,622,046$1,711,691▲ $89,645
Permanently Rstr Net Assets$499,851$516,831▲ $16,980
Unrestricted Net Assets$33,150$36,026▲ $2,876
Total Net Assets Fund Balance$2,155,047$2,264,548▲ $109,501
Total Liabilities and Net Assets / Fund Balance$2,757,228$3,364,855▲ $607,627

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$40,689--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$499,851$99,022▼ $41,514-$516,831
2017$473,519$800▲ $58,536$584$499,851
2016$263,485$200,310▲ $28,129-$473,519
2015$275,922$1,945▼ $3,409-$263,485
2014$265,385$2,275▲ $22,344-$275,922
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Charles R Forth JrExecutive DirectorPT$11,600$11,600

Board Members and Trustees

NameTitle
Pete MontanoPresident
Mb McafeeVice President
Errin WalkerDirector
Laura HerrickDirector
Robby HenesDirector
Shere HollemanDirector
Stephen HansonDirector
Suzanne ButterfieldSecretary
Youvonne NeeleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$915,835
Program Service Revenue
$7,255
Investment Income
$121,606
Other Revenue
$37,500
All Other Contributions
$737,506
Change in Net Assets
$109,501

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,038,949
Revenue Not Reported on Financial Statements
$43,247
Revenue Not Reported on Form 990
$44,160
Other Revenue Adjustments
$43,247
Total Revenue per Audited Statements
$1,083,109
Total Revenue per Form 990
$1,082,196
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$422,958
Grants and Similar Amounts Paid$309,836
Salaries, Compensation, and Employee Benefits$239,901
Total Fundraising Expense$18,341
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$254,012--$254,012
Other Salaries and Wages$163,845$36,730$12,244$212,819
Grants to Domestic Individuals$55,824--$55,824
Fees for Services Management$12,680$6,110-$18,790
Payroll Taxes$9,194$4,447$1,482$15,123
Fees for Services Accounting-$12,650-$12,650
Current Officers, Directors, Trustees, and Key Employees-$8,600$3,000$11,600
Occupancy$499$5,313$400$6,212
Conferences and Meetings$2,592$1,370-$3,962
All Other Expenses$2,127$1,391$150$3,668
Office Expenses$837$2,701-$3,538
Other Expenses$1,241$1,125$1,000$3,366
Fees for Services Other$844$2,193-$3,037
Insurance$429$1,400-$1,829
Travel$1,019$678-$1,697
Information Technology$1,023$521-$1,544
Advertising$290$1,028-$1,318
Pension Plan Contributions$97$197$65$359
Interest-$22-$22
Total Functional Expenses$861,193$93,161$18,341$972,695

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$973,608
Total Expenses per Form 990$972,695
Expenses per Audited Statements$929,448
Expenses Not Reported on Form 990$44,160
Expenses Not Reported on Financial Statements$43,247
Other Expense Adjustments$43,247
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bridge Emergency ShltrCortez, CO-Support Shelter & Day Labor Center$136,000
Ksjd Community RadioCortez, CO-GRANTS FOR OPERATIONS and theatre$19,500
Montezuma CountyCortez, CO-Immunization incentives$11,250
Misc Small GrantsCortez, CO-General operations and projects$10,026
Village Center for the ArtsNew Milford, CT-Grant for operations$10,000
Cortez Public LibraryCortez, CO-Endowment income and program grants$9,936
Onward General FundCortez, CO-General fund operations$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$48,938
Fundraising Direct Expenses$22,158
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Events$48,938$48,938$22,158$26,780
Total Events$48,938$48,938$22,158$26,780
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$5,650

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$553,334
CRUT Payable$58,495
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 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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“The President is the father-in-law of the Executive Director. He recuses himself on any votes regarding the compensation of the Executive Director.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“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, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Every year each board member and key employees complete a conflict of interest disclosure.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“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
2019-11-13
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
42
Volunteers
150

Preparer

Firm
Forth & Associates Pc
Address
33 N Chestnut Street, Cortez, CO 81321-3101
Preparer
Charles R Forth Jr
Phone
9705659200
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“OTHER PROGRAM SERVICES 4: ADMINISTRATION OF 14 FISCAL FUNDS. THE LARGEST FUNDS ARE RELATED TO School Community Youth, Canyon lands preservation/ education and orchard restoration. OTHER PROGRAM SERVICES 5: ADMINISTRATION OF 11 MISCELLANEOUS SPECIAL INTEREST FUNDS. OTHER PROGRAM SERVICES 6: ADMINISTRATION OF 9 AGENCY FUNDS. ONWARD INVESTS FUNDS ON BEHALF OF 9 DIFFERENT NON-PROFITS FOR VARIOUS PURPOSES, INCLUDING RESERVE FUNDS, BUILDING FUNDS AND LONG-TERM STRATEGIC FUNDS.”

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 XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Inter-fund Management Fees $43247”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Inter-Fund Management Fees $43247”

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

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IRS990/Form990PartVIISectionAGrp/TitleTxt3President
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
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IRS990/NetAssetsOrFundBalancesEOYAmt02264548
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt026780
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/ProgramServicesAmt0499
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IRS990/OfficeExpensesGrp/ProgramServicesAmt0837
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Investment Unrealized Losses
IRS990/OtherExpensesGrp/Desc1PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc2CONTRACT LABOR
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/FundraisingAmt01000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03999
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12426
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2260
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt31125
IRS990/OtherExpensesGrp/ProgramServicesAmt0262533
IRS990/OtherExpensesGrp/ProgramServicesAmt163349
IRS990/OtherExpensesGrp/ProgramServicesAmt228758
IRS990/OtherExpensesGrp/ProgramServicesAmt31241
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IRS990/OtherExpensesGrp/TotalAmt165775
IRS990/OtherExpensesGrp/TotalAmt229018
IRS990/OtherExpensesGrp/TotalAmt33366
IRS990/OtherLiabilitiesGrp/BOYAmt0596234
IRS990/OtherLiabilitiesGrp/EOYAmt0611829
IRS990/OtherRevenueTotalAmt00
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0163845
IRS990/OtherSalariesAndWagesGrp/TotalAmt0212819
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01482
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04447
IRS990/PayrollTaxesGrp/ProgramServicesAmt09194
IRS990/PayrollTaxesGrp/TotalAmt015123
IRS990/PensionPlanContributionsGrp/FundraisingAmt065
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0197
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt097
IRS990/PensionPlanContributionsGrp/TotalAmt0359
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0499851
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IRS990/PledgesAndGrantsReceivableGrp/BOYAmt08405
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt051053
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01849
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt02057
IRS990/PrincipalOfficerNm0Charles R Forth Jr
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0Program Service Fees
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07255
IRS990/ProgSrvcAccomActy2Grp/Desc0ADMINISTRATION OF 6 DONOR-ADVISED FUNDS WHICH MADE GRANTS TO 20 NON-PROFIT AND GOVERNMENT ORGANIZATIONS.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt0189812
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0121000
IRS990/ProgSrvcAccomActy3Grp/Desc0ADMINISTRATION OF 14 SCHOLARSHIP FUNDS WHICH PAID SCHOLARSHIPS TO 334 INDIVIDUALS.
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt0500
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0300227
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0303468
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0235027
IRS990/PYInvestmentIncomeAmt0284183
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0118274
IRS990/PYOtherRevenueAmt019007
IRS990/PYProgramServiceRevenueAmt09245
IRS990/PYRevenuesLessExpensesAmt0150542
IRS990/PYSalariesCompEmpBnftPaidAmt0112060
IRS990/PYTotalExpensesAmt0465361
IRS990/PYTotalRevenueAmt0615903
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0109501
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0294654
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IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.04500
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt03860
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0499851

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,364,855
Liabilities
$1,100,307
Net assets
$2,264,548
Revenue
$1,082,196
Expenses
$972,695
Net income
$109,501
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