Civic Intelligence

Montrose Community Foundation

990 • Fiscal year 2016 • EIN 84-1128761

Jul 01, 2015 to Jun 30, 2016 • Filed on May 12, 2017

PO Box 3020Montrose, CO 81402

(970) 901-6575

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.01x

Higher debt load relative to assets than 22% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

23rd percentile

0.01x

Higher debt load relative to revenue than 23% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

93rd percentile

56%

Higher net margin than 93% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

44th percentile

$50,000

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

85th percentile

26%

Faster asset growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

87th percentile

43%

Faster revenue growth than 87% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$3,269,632

Up $672,760 (+26%) from 2015

Net Assets

Up

$3,249,600

Up $674,988 (+26%) from 2015

Liabilities

Down

$20,032

Down $2,228 (-10%) from 2015

Revenue

Up

$1,368,013

Up $411,446 (+43%) from 2015

Expenses

Down

$599,569

Down $178,316 (-23%) from 2015

Net Income

Up

$768,444

Up $589,762 (+330%) from 2015

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,285,287Liabilities 2011: $8,785Net Assets 2011: $1,276,5022011Assets 2012: $1,428,463Liabilities 2012: $7,995Net Assets 2012: $1,420,4682012Assets 2013: $1,642,314Liabilities 2013: $4,208Net Assets 2013: $1,638,1062013Assets 2014: $2,453,879Liabilities 2014: $24,067Net Assets 2014: $2,429,8122014Assets 2015: $2,596,872Liabilities 2015: $22,260Net Assets 2015: $2,574,6122015Assets 2016: $3,269,632Liabilities 2016: $20,032Net Assets 2016: $3,249,6002016Assets 2017: $3,593,066Liabilities 2017: $681,469Net Assets 2017: $2,911,5972017Assets 2018: $4,103,934Liabilities 2018: $908,634Net Assets 2018: $3,195,3002018Assets 2019: $4,718,996Liabilities 2019: $1,074,615Net Assets 2019: $3,644,3812019Assets 2020: $4,660,122Liabilities 2020: $1,100,599Net Assets 2020: $3,559,5232020Assets 2021: $5,671,195Liabilities 2021: $1,548,520Net Assets 2021: $4,122,6752021Assets 2022: $5,793,838Liabilities 2022: $1,377,400Net Assets 2022: $4,416,4382022Assets 2023: $6,380,253Liabilities 2023: $1,406,844Net Assets 2023: $4,973,4092023Assets 2024: $7,225,786Liabilities 2024: $1,600,472Net Assets 2024: $5,625,3142024

Highlighted filing

2016

Assets$3,269,632
Liabilities$20,032
Net Assets$3,249,600

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0Revenue 2011: $447,374Expenses 2011: $242,280Net Income 2011: $205,0942011Expenses 2012: $448,3262012Expenses 2013: $499,0822013Revenue 2014: $1,491,791Expenses 2014: $693,013Net Income 2014: $798,7782014Revenue 2015: $956,567Expenses 2015: $777,885Net Income 2015: $178,6822015Revenue 2016: $1,368,013Expenses 2016: $599,569Net Income 2016: $768,4442016Revenue 2017: $1,016,086Expenses 2017: $777,422Net Income 2017: $238,6642017Revenue 2018: $1,208,107Expenses 2018: $876,364Net Income 2018: $331,7432018Revenue 2019: $1,584,619Expenses 2019: $911,441Net Income 2019: $673,1782019Revenue 2020: $1,232,979Expenses 2020: $1,195,403Net Income 2020: $37,5762020Revenue 2021: $1,369,036Expenses 2021: $1,126,295Net Income 2021: $242,7412021Revenue 2022: $1,931,829Expenses 2022: $935,646Net Income 2022: $996,1832022Revenue 2023: $1,731,907Expenses 2023: $1,298,391Net Income 2023: $433,5162023Revenue 2024: $2,223,927Expenses 2024: $1,675,699Net Income 2024: $548,2282024

Highlighted filing

2016

Revenue$1,368,013
Expenses$599,569
Net Income$768,444
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
May 12, 2017
Return Version
2015v3.0
Gross Receipts
$1,845,478
Mission and Program Overview

Mission

The mission and purpose of the montrose community foundation is to:* seek and embrace innovative ideas.* connect charitable donors to community causes.* promote worthwhile community projects and partnerships.* grow and manage permanent endowment funds.* provide grants and other support to effective community organizations.* facilitate estate and legacy giving.

Community foundation whose primary purpose is to support local non-profit organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,574,612$3,249,600▲ $674,988
Investments in Publicly Traded Securities$2,226,977$2,771,228▲ $544,251
Savings and Temporary Cash Investments$317,572$428,332▲ $110,760
Land, Buildings, and Equipment, Net$40,000$40,000→ $0
Cash and Non-Interest-Bearing Accounts$10,648$27,122▲ $16,474
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,596,872$3,269,632▲ $672,760
Other Assets Total$1,675$2,950▲ $1,275
Liabilities
Accounts Payable and Accrued Expenses$20,000$18,500▼ $1,500
Other Liabilities$2,260$1,532▼ $728
Total Liabilities$22,260$20,032▼ $2,228
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,574,612$3,249,600▲ $674,988
Total Liabilities and Net Assets / Fund Balance$2,596,872$3,269,632▲ $672,760

Asset Categories

AssetBook ValueDepreciationBasis
Land$40,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$2,176,783$114,635▲ $51,859$1,572$2,280,147
2014$2,092,701$173,153▲ $68,920-$2,222,012
2013$1,401,423$699,850▲ $141,922-$2,092,701
2012$1,239,945$110,774▲ $112,104-$1,401,423
2011$1,102,196$133,271▲ $48,139-$1,239,945
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sara PlumhoffExecutive DirectorPT$50,000$50,000

Board Members and Trustees

NameTitle
Phoebe BenzigerPast-president
Kaye HotsenpillerPresident
Kjersten DavisVice-president
Chris ReichmannDirector
Diana AthaDirector
Joel EvansDirector
Leslie GermanDirector
Phil HarperDirector
Rob OmerDirector
Kirk HenwoodSecretary
David ReedTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,156,346
Program Service Revenue
$32,385
Investment Income
$146,059
Other Revenue
$33,223
All Other Contributions
$1,156,346
Change in Net Assets
$768,444

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$120,572Market Value
Total Noncash Contributions4$120,572-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$294,292
Other Expenses$218,760
Salaries, Compensation, and Employee Benefits$86,517
Total Fundraising Expense$1,328
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$294,292--$294,292
All Other Expenses$55,411$4,514$1,328$61,253
Current Officers, Directors, Trustees, and Key Employees$38,438$12,813-$51,251
Other Salaries and Wages$21,132$7,044-$28,176
Other Expenses$10,200--$10,200
Advertising$5,433$1,811-$7,244
Payroll Taxes$4,572$1,524-$6,096
Office Expenses$3,771$1,257-$5,028
Insurance$2,132$711-$2,843
Other Employee Benefits$745$249-$994
Total Functional Expenses$568,318$29,923$1,328$599,569
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Montrose Recreation FoundationMontrose, CODistrictActivity Scholarship$57,536
Sharing MinistriesMontrose, CO501(c)(3)Capital for New Building$50,000
Community OptionsMontrose, CO501(c)(3)Capital for New Building$30,000
Before You Hate Think of CaitMontrose, CO501(c)(3)Youth Development$26,819
Telluride FoundationTelluride, CO501(c)(3)Community/economic Development$15,000
Maslow Academy of Applied LearningMontrose, CO501(c)(3)Tuition Assistance$9,888
Libraries of Montrose County FoundationMontrose, CO501(c)(3)Purchase Bookspurchase Books$7,614
CHRIST'S KITCHENMontrose, CO501(c)(3)Operating Expense$6,000
United Methodist ChurchMontrose, COChurchCommunity Development$5,180
Dolphin HouseMontrose, CO501(c)(3)Operating Expenses$5,000
Montrose Rotary ClubMontrose, CO501(c)(3)Youth Development$5,000
San Juan County Historical SocietyAztec, NM501(c)(3)Community/economic Development$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$116,554
Fundraising Direct Expenses$83,331
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bridges Concert on the Lawn$59,596$59,596$19,675$39,921
Savor the San Juans$31,733$31,733$17,170$14,563
Total Events$116,554$116,554$83,331$33,223
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$1,532
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
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 B, Line 11

A draft of form 990 was given to the board of directors for review before filing of the form with the irs.

Form 990, Part VI, Section B, Line 12C

The executive committee continually monitors and enforces the compliance with the conflict of interest policy.

Form 990, Part VI, Section B, Line 15

The determination of compensation must first go through the executive committee and then is approved by the board of directors.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest pocilies, and financial statements are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Montrose Community Foundation
EIN
84-1128761
Phone
9709016575
Address
PO BOX 3020, MONTROSE, CO 81402

Signing Officer

Name
Kaye Hotsenpiller
Title
President
Phone
9709016575
Signed
2017-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kaye Hotsenpiller
Formed
1989
Legal Domicile
Co
Voting Board Members
11
Independent Board Members
11
Employees
3
Volunteers
230

Preparer

Firm
Dalby Wendland & Co Pc
Address
PO BOX 1605, MONTROSE, CO 81402-1605
Preparer
Amanda E Malinchak CPA
Phone
9702497701
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Angel tree grant expenditures: program service expenses 9,666. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,666. Other program service expenditures: program service expenses 8,819. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,819. All veterans canteen: program service expenses 8,036. Management and general expenses 0. Fundraising expenses 0. Total expenses 8,036. Montrose police grants: program service expenses 7,221. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,221. Montrose rec foundation: program service expenses 4,395. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,395. Miscellaneous: program service expenses 3,145. Management and general expenses 1,049. Fundraising expenses 0. Total expenses 4,194. Community growth: program service expenses 3,095. Management and general expenses 1,031. Fundraising expenses 0. Total expenses 4,126. Telephone/internet: program service expenses 2,383. Management and general expenses 794. Fundraising expenses 0. Total expenses 3,177. Professional services: program service expenses 1,609. Management and general expenses 536. Fundraising expenses 0. Total expenses 2,145. Umc endowment grant: program service expenses 1,560. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,560. Postage: program service expenses 1,081. Management and general expenses 360. Fundraising expenses 0. Total expenses 1,441. Development: program service expenses 1,022. Management and general expenses 341. Fundraising expenses 0. Total expenses 1,363. Indirect fundraising expenses: program service expenses 0. Management and general expenses 0. Fundraising expenses 1,328. Total expenses 1,328. Pax grants: program service expenses 1,200. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,200. Dues/subscriptions: program service expenses 664. Management and general expenses 221. Fundraising expenses 0. Total expenses 885. Credit card fee: program service expenses 421. Management and general expenses 140. Fundraising expenses 0. Total expenses 561. Montrose lacrosse grants: program service expenses 461. Management and general expenses 0. Fundraising expenses 0. Total expenses 461. Montrose therapy, riding grant: program service expenses 290. Management and general expenses 0. Fundraising expenses 0. Total expenses 290. Montrose christmas dinner grant: program service expenses 218. Management and general expenses 0. Fundraising expenses 0. Total expenses 218. Investment fees: program service expenses 92. Management and general expenses 31. Fundraising expenses 0. Total expenses 123. Education/training: program service expenses 23. Management and general expenses 8. Fundraising expenses 0. Total expenses 31. Bank charges: program service expenses 10. Management and general expenses 3. Fundraising expenses 0. Total expenses 13.

Financial Statement Notes

PART V, LINE 4:

Endowment funds are held for the benefit of local non-profit organizations.

Raw XML AppendixShowing 400 of 628 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt020000
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt018500
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0COMMUNITY FOUNDATION WHOSE PRIMARY PURPOSE IS TO SUPPORT LOCAL NON-PROFIT ORGANIZATIONS.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01811
IRS990/AdvertisingGrp/ProgramServicesAmt05433
IRS990/AdvertisingGrp/TotalAmt07244
IRS990/AllOtherContributionsAmt01156346
IRS990/AllOtherExpensesGrp/FundraisingAmt01328
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt04514
IRS990/AllOtherExpensesGrp/ProgramServicesAmt055411
IRS990/AllOtherExpensesGrp/TotalAmt061253
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/PersonNm0SARA PLUMHOFF
IRS990/BooksInCareOfDetail/PhoneNum09702493900
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01561 OXBOW DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0MONTROSE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CO
IRS990/BooksInCareOfDetail/USAddress/ZIPCd081401
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt010648
IRS990/CashNonInterestBearingGrp/EOYAmt027122
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt012813
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt038438
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt051251
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01156346
IRS990/CYGrantsAndSimilarPaidAmt0294292
IRS990/CYInvestmentIncomeAmt0146059
IRS990/CYOtherExpensesAmt0218760
IRS990/CYOtherRevenueAmt033223
IRS990/CYProgramServiceRevenueAmt032385
IRS990/CYRevenuesLessExpensesAmt0768444
IRS990/CYSalariesCompEmpBnftPaidAmt086517
IRS990/CYTotalExpensesAmt0599569
IRS990/CYTotalFundraisingExpenseAmt01328
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01368013
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0FACILITATING ENTITY BEHIND MULTIPLE COMMUNITY PROJECTS INVOLVING EDUCATION, YOUTH ACTIVITIES, INFRASTRUCTURE AND COMMUNITY SERVICE.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0568318
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt922.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
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/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
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/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0ROB OMER
IRS990/Form990PartVIISectionAGrp/PersonNm1PHOEBE BENZIGER
IRS990/Form990PartVIISectionAGrp/PersonNm2JOEL EVANS
IRS990/Form990PartVIISectionAGrp/PersonNm3KIRK HENWOOD
IRS990/Form990PartVIISectionAGrp/PersonNm4KAYE HOTSENPILLER
IRS990/Form990PartVIISectionAGrp/PersonNm5LESLIE GERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVID REED
IRS990/Form990PartVIISectionAGrp/PersonNm7KJERSTEN DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm8PHIL HARPER
IRS990/Form990PartVIISectionAGrp/PersonNm9SARA PLUMHOFF
IRS990/Form990PartVIISectionAGrp/PersonNm10CHRIS REICHMANN
IRS990/Form990PartVIISectionAGrp/PersonNm11DIANA ATHA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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/ReportableCompFromOrgAmt950000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1PAST-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt083331
IRS990/FundraisingGrossIncomeAmt0116554
IRS990/GainOrLossGrp/SecuritiesAmt062551
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0294292
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0294292
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0294292
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0456685
IRS990/GrossReceiptsAmt01845478
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0711
IRS990/InsuranceGrp/ProgramServicesAmt02132
IRS990/InsuranceGrp/TotalAmt02843
IRS990/InvestmentIncomeGrp/ExclusionAmt083508
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt083508
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02226977
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02771228
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt040000
IRS990/LandBldgEquipBasisNetGrp/EOYAmt040000
IRS990/LandBldgEquipCostOrOtherBssAmt040000
IRS990/LegalDomicileStateCd0CO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0394134
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE MISSION AND PURPOSE OF THE MONTROSE COMMUNITY FOUNDATION IS TO:* SEEK AND EMBRACE INNOVATIVE IDEAS.* CONNECT CHARITABLE DONORS TO COMMUNITY CAUSES.* PROMOTE WORTHWHILE COMMUNITY PROJECTS AND PARTNERSHIPS.* GROW AND MANAGE PERMANENT ENDOWMENT FUNDS.* PROVIDE GRANTS AND OTHER SUPPORT TO EFFECTIVE COMMUNITY ORGANIZATIONS.* FACILITATE ESTATE AND LEGACY GIVING.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02574612
IRS990/NetAssetsOrFundBalancesEOYAmt03249600
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt062551
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt062551
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt033223
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt033223
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-93456
IRS990/NoncashContributionsAmt0120572
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01257
IRS990/OfficeExpensesGrp/ProgramServicesAmt03771
IRS990/OfficeExpensesGrp/TotalAmt05028
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01675
IRS990/OtherAssetsTotalGrp/EOYAmt02950
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0249
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0745
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0994
IRS990/OtherExpensesGrp/Desc0OLATHE SWEET CORN FEST
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc2HELPING HANDS PROGRAM E
IRS990/OtherExpensesGrp/Desc3SHOES FOR KIDS GRANTS
IRS990/OtherExpensesGrp/ProgramServicesAmt080389
IRS990/OtherExpensesGrp/ProgramServicesAmt136047
IRS990/OtherExpensesGrp/ProgramServicesAmt215756
IRS990/OtherExpensesGrp/ProgramServicesAmt310200
IRS990/OtherExpensesGrp/TotalAmt080389
IRS990/OtherExpensesGrp/TotalAmt136047
IRS990/OtherExpensesGrp/TotalAmt215756
IRS990/OtherExpensesGrp/TotalAmt310200
IRS990/OtherLiabilitiesGrp/BOYAmt02260
IRS990/OtherLiabilitiesGrp/EOYAmt01532
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt07044
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt021132
IRS990/OtherSalariesAndWagesGrp/TotalAmt028176
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01524
IRS990/PayrollTaxesGrp/ProgramServicesAmt04572
IRS990/PayrollTaxesGrp/TotalAmt06096
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KAYE HOTSENPILLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0FISCAL SPONSORSHIP FEE
IRS990/ProgramServiceRevenueGrp/Desc1SCHOLARSHIP FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc2ENDOWMENT ADMINISTRATI
IRS990/ProgramServiceRevenueGrp/Desc3COMPONENT FUND ADMINIS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010040
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt18562
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt27397
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt36386
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010040
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt18562
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt27397
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt36386
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0806547
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0113859
IRS990/PYInvestmentIncomeAmt092762
IRS990/PYOtherExpensesAmt0589035
IRS990/PYOtherRevenueAmt031027
IRS990/PYProgramServiceRevenueAmt026231
IRS990/PYRevenuesLessExpensesAmt0178682
IRS990/PYSalariesCompEmpBnftPaidAmt074991
IRS990/PYTotalExpensesAmt0777885
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0956567
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0768444
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02574612
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03249600
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0317572
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0428332
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01063436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0518676
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01016246
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0479808
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0494637
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03572803
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt083508
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt068218
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt056604
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt052459
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt046126
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0306915
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0930106
IRS990ScheduleA/PublicSupportCY170Pct00.51960
IRS990ScheduleA/PublicSupportPY170Pct00.55670
IRS990ScheduleA/PublicSupportTotal170Amt02015755
IRS990ScheduleA/SubstantialContributorsTotAmt01557048
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01063436
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0518676
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01016246
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0479808
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0494637
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03572803
IRS990ScheduleA/TotalSupportAmt03879718
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.09900
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt014764
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt02176783
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0114635
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt02280147
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt046794
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt051859
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01572
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt024270
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt02092701
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0173153
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02222012
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt088492
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt068920
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt07781
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt01401423
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0699850
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02092701
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0142713
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0141922
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt07447
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt01239945
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0110774
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt01401423
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt053953
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0112104
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt06744
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt01102196
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0133271
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt01239945
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt036917
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt048139
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt0575364
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0169400
IRS990ScheduleD/DonorAdvisedFundsHeldCnt06
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0488442
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/LandGrp/BookValueAmt040000
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt040000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01532
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.90100
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ENDOWMENT FUNDS ARE HELD FOR THE BENEFIT OF LOCAL NON-PROFIT ORGANIZATIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt040000
IRS990ScheduleD/TotalLiabilityAmt01532
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt083331
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt022500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0230
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt04147
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt026877
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BRIDGES CONCERT ON THE LAWN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SAVOR THE SAN JUANS
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt0199

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.23$1.60$5.63$2.22$1.68$0.55
2023Detailed filing. Detailed filing data is available for this year.$6.38$1.41$4.97$1.73$1.30$0.43
2022Detailed filing. Detailed filing data is available for this year.$5.79$1.38$4.42$1.93$0.94$1.00
2021Detailed filing. Detailed filing data is available for this year.$5.67$1.55$4.12$1.37$1.13$0.24
2020Detailed filing. Detailed filing data is available for this year.$4.66$1.10$3.56$1.23$1.20$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.72$1.07$3.64$1.58$0.91$0.67
2018Detailed filing. Detailed filing data is available for this year.$4.10$0.91$3.20$1.21$0.88$0.33
2017Detailed filing. Detailed filing data is available for this year.$3.59$0.68$2.91$1.02$0.78$0.24
2016Detailed filing. Detailed filing data is available for this year.$3.27$0.02$3.25$1.37$0.60$0.77
2015Detailed filing. Detailed filing data is available for this year.$2.60$0.02$2.57$0.96$0.78$0.18
2014Summary only. Only limited summary data is available for this year.$2.45$0.02$2.43$1.49$0.69$0.80
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.64$0.00$1.64$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.43$0.01$1.42$0.45
2011Summary only. Only limited summary data is available for this year.$1.29$0.01$1.28$0.45$0.24$0.21