Civic Intelligence

Thompson R2-J Education Foundation

990 • Fiscal year 2024 • EIN 84-1158256

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 21, 2025

800 S Taft AvenueLoveland, CO 80537

(970) 613-5074

Siviq Scores

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

Liabilities / Assets

36th percentile

0.02x

Higher debt load relative to assets than 36% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

37th percentile

0.03x

Higher debt load relative to revenue than 37% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

67th percentile

15%

Higher net margin than 67% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

76th percentile

$126,852

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 12.4% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

18%

Faster revenue growth than 64% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$1,792,869

Up $187,587 (+12%) from 2023

Net Assets

Up

$1,762,512

Up $187,654 (+12%) from 2023

Liabilities

Down

$30,357

Down $67 (-0.2%) from 2023

Revenue

Up

$1,020,968

Up $154,374 (+18%) from 2023

Expenses

Up

$869,110

Up $116,997 (+16%) from 2023

Net Income

Up

$151,858

Up $37,377 (+33%) from 2023

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,077,269Liabilities 2011: $3,718Net Assets 2011: $1,073,5512011Assets 2012: $1,029,916Liabilities 2012: $33,986Net Assets 2012: $995,9302012Assets 2013: $1,165,869Liabilities 2013: $21,325Net Assets 2013: $1,144,5442013Assets 2014: $1,189,476Liabilities 2014: $32,514Net Assets 2014: $1,156,9622014Assets 2015: $1,329,468Liabilities 2015: $28,941Net Assets 2015: $1,300,5272015Assets 2016: $1,381,751Liabilities 2016: $27,040Net Assets 2016: $1,354,7112016Assets 2017: $1,297,521Liabilities 2017: $30,518Net Assets 2017: $1,267,0032017Assets 2018: $1,380,776Liabilities 2018: $104,933Net Assets 2018: $1,275,8432018Assets 2019: $1,404,653Liabilities 2019: $17,525Net Assets 2019: $1,387,1282019Assets 2020: $1,386,387Liabilities 2020: $53,563Net Assets 2020: $1,332,8242020Assets 2021: $1,544,868Liabilities 2021: $22,101Net Assets 2021: $1,522,7672021Assets 2022: $1,537,311Liabilities 2022: $90,801Net Assets 2022: $1,446,5102022Assets 2023: $1,605,282Liabilities 2023: $30,424Net Assets 2023: $1,574,8582023Assets 2024: $1,792,869Liabilities 2024: $30,357Net Assets 2024: $1,762,5122024

Highlighted filing

2024

Assets$1,792,869
Liabilities$30,357
Net Assets$1,762,512

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,326,242Expenses 2011: $1,347,186Net Income 2011: -$20,9442011Revenue 2012: $351,875Expenses 2012: $428,409Net Income 2012: -$76,5342012Revenue 2013: $450,778Expenses 2013: $291,051Net Income 2013: $159,7272013Revenue 2014: $499,301Expenses 2014: $466,475Net Income 2014: $32,8262014Revenue 2015: $648,384Expenses 2015: $501,872Net Income 2015: $146,5122015Revenue 2016: $643,899Expenses 2016: $559,986Net Income 2016: $83,9132016Revenue 2017: $534,939Expenses 2017: $655,505Net Income 2017: -$120,5662017Revenue 2018: $700,769Expenses 2018: $695,839Net Income 2018: $4,9302018Revenue 2019: $718,675Expenses 2019: $601,954Net Income 2019: $116,7212019Revenue 2020: $586,258Expenses 2020: $625,525Net Income 2020: -$39,2672020Revenue 2021: $693,571Expenses 2021: $669,720Net Income 2021: $23,8512021Revenue 2022: $823,305Expenses 2022: $702,516Net Income 2022: $120,7892022Revenue 2023: $866,594Expenses 2023: $752,113Net Income 2023: $114,4812023Revenue 2024: $1,020,968Expenses 2024: $869,110Net Income 2024: $151,8582024

Highlighted filing

2024

Revenue$1,020,968
Expenses$869,110
Net Income$151,858
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 21, 2025
Return Version
2023v6.0
Gross Receipts
$2,031,256
Mission and Program Overview

Mission

Exceptional educational experiences for students and educators in the Thompson School District.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,574,858$1,762,512▲ $187,654
Investments in Publicly Traded Securities$933,115$990,265▲ $57,150
Savings and Temporary Cash Investments$636,452$601,829▼ $34,623
Cash and Non-Interest-Bearing Accounts$31,655$165,897▲ $134,242
Accounts Receivable$4,060$34,878▲ $30,818
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,605,282$1,792,869▲ $187,587
Liabilities
Accounts Payable and Accrued Expenses$30,424$30,357▼ $67
Total Liabilities$30,424$30,357▼ $67
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,574,858$1,762,512▲ $187,654
Total Liabilities and Net Assets / Fund Balance$1,605,282$1,792,869▲ $187,587

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$765,877---$765,877
2022$724,877$41,000--$765,877
2021$724,386$491--$724,877
2020$724,361$25--$724,386
2019$723,704$657--$724,361
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Kim Akeley-charronExecutive DirectorFT$126,852$126,852

Board Members and Trustees

NameTitle
Celeste SmithPresident
Brian CullinsVice President
Brandy GrievesDirector
Cody FullmerDirector
Danielle FeeneyDirector
Eric WeedinDirector
Jason HatchDirector
Lori Hvizda WardDirector
Paul BaronDirector
Rick BowlesDirector
Sarah WalgastDirector
Stephanie ChappleDirector
Will DelmarDirector
Lauren HaugSecretary
Matt ThiesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,039,557
Program Service Revenue
$14,047
Investment Income
$100,932
Other Revenue
$-133,568
All Other Contributions
$840,769
Change in Net Assets
$151,858
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$466,006
Grants and Similar Amounts Paid$403,104
Total Fundraising Expense$6,472
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$403,104--$403,104
Advertising-$40,456$1,260$41,716
Other Expenses$365,062$8,748$878$8,748
Fees for Service Investment Mgmnt Fees-$7,565-$7,565
Office Expenses-$2,426$4,334$6,760
Information Technology-$5,998-$5,998
Travel-$5,219-$5,219
Conferences and Meetings-$3,928-$3,928
Insurance-$1,920-$1,920
Fees for Services Accounting-$1,500-$1,500
Payments to Affiliates-$985-$985
Fees for Services Other-$20-$20
Total Functional Expenses$768,166$94,472$6,472$869,110
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$133,568
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Berthoud Bash$150,439-$46,066-
Scheer Fund Golf Tournament$35,349-$9,750-
Total Events$198,788-$133,568$-133,568
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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 8B

There are no committees with authority to act on behalf of the governing body.

Form 990, Part VI, Section B, Line 11B

An electronic copy is provided to board members and time during a board meeting is provided to discuss any issues board members might have.

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

The tef board of directors receives a copy of the conflict of interest policy during their board orientation process and have consistent access to a digital copy for reference. The foundation monitors its board composition and the board self-monitors as new situations arise. An annual conflict of interest form is signed by each board member.

Form 990, Part VI, Section C, Line 19

UPON WRITTEN REQUEST.

Filing and Contact Details

Filer

Filer Name
Thompson R2-j Education Foundation
EIN
84-1158256
Phone
9706135074
Address
800 S TAFT AVENUE, LOVELAND, CO 80537

Signing Officer

Name
Kim Akeley-charron
Title
Executive Director
Phone
9706135074
Signed
2025-02-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kim Akeley-charron
Formed
1989
Legal Domicile
Co
Voting Board Members
15
Independent Board Members
15
Employees
0
Volunteers
143

Preparer

Firm
Brock and Company Cpas Pc
Address
4940 PEARL EAST CR SUITE 300, BOULDER, CO 80301
Preparer
Kevin Rickman
Phone
3034442971
Supplemental Narrative

Financial Statement Notes

PART III, LINE 4:

Thompson education foundation maintains a collection of paintings by local artist lu haskew. The paintings are displayed in schools to foster a love of art for all students and provide a connection to our local art community.

PART V, LINE 4:

Berthoud high school scholarship endowment a quasi-endowment set up to fund scholarships for berthoud high school students. Elementary instrumental music endowment a quasi-endowment set up by an anonymous donor to fund musical instruments and associated costs at the elementary level in order to give the students a first-hand experience with playing a musical instrument. Erna & neil mentzer music scholarship endowment a quasi-endowment to fund scholarships for students continuing their education in the area of instrumental music (vocal music can be considered). Great idea grant endowment a quasi-endowment set up to fund the great idea classroom grant program. Loveland contractors endowment a quasi-endowment set up by a group of local contractors to fund an annual scholarship for students who are going on to postsecondary education in a construction-related field. Loveland golden k kiwanis foundation scholarship endowment a quasi-endowment set up by the kiwanis of loveland golden k foundation to fund up to four annual scholarships. Luhaskew endowment for arts education a quasi-endowment set up from proceeds of the 2011 legacy for lu campaign and the 2012 create-a-tini for the arts event. The funds are intended to support student art-related endeavors in the visual arts. Musical instrument repair endowment a quasi-endowment set up by an anonymous donor to provide ongoing instrument repair and maintenance for thompson school district owned instruments at the secondary level. Pulliam trust endowment a quasi-endowment set up by the pulliam family trust to fund transportation costs for 4th grade students to take field trips to the former pulliam family homestead, which is now bobcat ridge, a city of fort collins park, near masonville, colorado. Sierra marie krizman memorial endowment a quasi-endowment set up by the krizman family in memory of their daughter. Monies earned by this endowment primarily go to fund scholarships.

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IRS990/GainOrLossGrp/SecuritiesAmt064529
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0176069
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0403104
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0403104
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0941249
IRS990/GrossReceiptsAmt02031256
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt05998
IRS990/InformationTechnologyGrp/TotalAmt05998
IRS990/InsuranceGrp/ManagementAndGeneralAmt01920
IRS990/InsuranceGrp/TotalAmt01920
IRS990/InvestmentIncomeGrp/ExclusionAmt036403
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036403
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0933115
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0990265
IRS990/IRPDocumentCnt022
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0876720
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0EXCEPTIONAL EDUCATIONAL EXPERIENCES FOR STUDENTS AND EDUCATORS IN THE THOMPSON SCHOOL DISTRICT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01574858
IRS990/NetAssetsOrFundBalancesEOYAmt01762512
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt064529
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt064529
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-133568
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-133568
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt035796
IRS990/NoncashContributionsAmt05539
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt04334
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02426
IRS990/OfficeExpensesGrp/TotalAmt06760
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1RESOURCE DEVELOPMENT AS
IRS990/OtherExpensesGrp/Desc2OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt0878
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015707
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt18748
IRS990/OtherExpensesGrp/ProgramServicesAmt0365062
IRS990/OtherExpensesGrp/TotalAmt0365062
IRS990/OtherExpensesGrp/TotalAmt116585
IRS990/OtherExpensesGrp/TotalAmt28748
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt0985
IRS990/PaymentsToAffiliatesGrp/TotalAmt0985
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KIM AKELEY-CHARRON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/Desc0FUND MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014047
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014047
IRS990/ProgSrvcAccomActy2Grp/Desc0BERTHOUD SCHOOLS FUND - FUNDS ARE RAISED THROUGH THE ANNUAL BERTHOUD BASH EVENT TO PURCHASE NEEDED ITEMS TO IMPROVE EDUCATIONAL OPPORTUNITIES FOR THE SCHOOLS AND EARLY CHILDHOOD CENTERS IN BERTHOUD, BENEFITING 2,038 STUDENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0108785
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01986
IRS990/ProgSrvcAccomActy3Grp/Desc0LOVELAND ROTARY SCHOLARSHIP FUND - THIS FUND WAS ESTABLISHED TO RECEIVE AND DISBURSE MONIES FROM THE LOVELAND ROTARY CLUB FOR BOTH ACADEMIC AND VOCATIONAL SCHOLARSHIPS FOR GRADUATING SENIORS, BENEFITING 30 STUDENTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt025785
IRS990/ProgSrvcAccomActy3Grp/GrantAmt073971
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0471
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0610107
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0153064
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt011161
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0678835
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0349030
IRS990/PYInvestmentIncomeAmt062694
IRS990/PYOtherExpensesAmt0403083
IRS990/PYOtherRevenueAmt0113540
IRS990/PYProgramServiceRevenueAmt011525
IRS990/PYRevenuesLessExpensesAmt0114481
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0752113
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0866594
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0151858
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0429
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0636452
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0601829
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01039557
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0678835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0640899
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0650519
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0556939
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt03566749
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt036403
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt062694
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt019556
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt015477
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt018867
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0152997
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt025572
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84870
IRS990ScheduleA/PublicSupportPY170Pct00.82940
IRS990ScheduleA/PublicSupportTotal170Amt03156963
IRS990ScheduleA/SubstantialContributorsTotAmt0409786
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01039557
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0678835
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0640899
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0650519
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0556939
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt03566749
IRS990ScheduleA/TotalSupportAmt03719746
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/CollectionUsedPreservationInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0765877
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0765877
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0724877
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt041000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0765877
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0724386
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0491
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0724877
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0724361
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt025
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0724386
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0723704
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0657
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0724361
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THOMPSON EDUCATION FOUNDATION MAINTAINS A COLLECTION OF PAINTINGS BY LOCAL ARTIST LU HASKEW. THE PAINTINGS ARE DISPLAYED IN SCHOOLS TO FOSTER A LOVE OF ART FOR ALL STUDENTS AND PROVIDE A CONNECTION TO OUR LOCAL ART COMMUNITY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BERTHOUD HIGH SCHOOL SCHOLARSHIP ENDOWMENT A QUASI-ENDOWMENT SET UP TO FUND SCHOLARSHIPS FOR BERTHOUD HIGH SCHOOL STUDENTS. ELEMENTARY INSTRUMENTAL MUSIC ENDOWMENT A QUASI-ENDOWMENT SET UP BY AN ANONYMOUS DONOR TO FUND MUSICAL INSTRUMENTS AND ASSOCIATED COSTS AT THE ELEMENTARY LEVEL IN ORDER TO GIVE THE STUDENTS A FIRST-HAND EXPERIENCE WITH PLAYING A MUSICAL INSTRUMENT. ERNA & NEIL MENTZER MUSIC SCHOLARSHIP ENDOWMENT A QUASI-ENDOWMENT TO FUND SCHOLARSHIPS FOR STUDENTS CONTINUING THEIR EDUCATION IN THE AREA OF INSTRUMENTAL MUSIC (VOCAL MUSIC CAN BE CONSIDERED). GREAT IDEA GRANT ENDOWMENT A QUASI-ENDOWMENT SET UP TO FUND THE GREAT IDEA CLASSROOM GRANT PROGRAM. LOVELAND CONTRACTORS ENDOWMENT A QUASI-ENDOWMENT SET UP BY A GROUP OF LOCAL CONTRACTORS TO FUND AN ANNUAL SCHOLARSHIP FOR STUDENTS WHO ARE GOING ON TO POSTSECONDARY EDUCATION IN A CONSTRUCTION-RELATED FIELD. LOVELAND GOLDEN K KIWANIS FOUNDATION SCHOLARSHIP ENDOWMENT A QUASI-ENDOWMENT SET UP BY THE KIWANIS OF LOVELAND GOLDEN K FOUNDATION TO FUND UP TO FOUR ANNUAL SCHOLARSHIPS. LUHASKEW ENDOWMENT FOR ARTS EDUCATION A QUASI-ENDOWMENT SET UP FROM PROCEEDS OF THE 2011 LEGACY FOR LU CAMPAIGN AND THE 2012 CREATE-A-TINI FOR THE ARTS EVENT. THE FUNDS ARE INTENDED TO SUPPORT STUDENT ART-RELATED ENDEAVORS IN THE VISUAL ARTS. MUSICAL INSTRUMENT REPAIR ENDOWMENT A QUASI-ENDOWMENT SET UP BY AN ANONYMOUS DONOR TO PROVIDE ONGOING INSTRUMENT REPAIR AND MAINTENANCE FOR THOMPSON SCHOOL DISTRICT OWNED INSTRUMENTS AT THE SECONDARY LEVEL. PULLIAM TRUST ENDOWMENT A QUASI-ENDOWMENT SET UP BY THE PULLIAM FAMILY TRUST TO FUND TRANSPORTATION COSTS FOR 4TH GRADE STUDENTS TO TAKE FIELD TRIPS TO THE FORMER PULLIAM FAMILY HOMESTEAD, WHICH IS NOW BOBCAT RIDGE, A CITY OF FORT COLLINS PARK, NEAR MASONVILLE, COLORADO. SIERRA MARIE KRIZMAN MEMORIAL ENDOWMENT A QUASI-ENDOWMENT SET UP BY THE KRIZMAN FAMILY IN MEMORY OF THEIR DAUGHTER. MONIES EARNED BY THIS ENDOWMENT PRIMARILY GO TO FUND SCHOLARSHIPS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART V, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesOtherEventsAmt01949
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01949
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt0198788
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0150439
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt035349
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt013000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0133568
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BERTHOUD BASH
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SCHEER FUND GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt016851
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt04128
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt016356
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt037335
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0150439
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt035349
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt013000
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0198788
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-133568
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesOtherEventsAmt02186

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.$1.79$0.03$1.76$1.02$0.87$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.03$1.57$0.87$0.75$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.09$1.45$0.82$0.70$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.54$0.02$1.52$0.69$0.67$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.39$0.05$1.33$0.59$0.63$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.40$0.02$1.39$0.72$0.60$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.38$0.10$1.28$0.70$0.70$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.30$0.03$1.27$0.53$0.66$0.12
2016Summary only. Only limited summary data is available for this year.$1.38$0.03$1.35$0.64$0.56$0.08
2015Summary only. Only limited summary data is available for this year.$1.33$0.03$1.30$0.65$0.50$0.15
2014Summary only. Only limited summary data is available for this year.$1.19$0.03$1.16$0.50$0.47$0.03
2013Summary only. Only limited summary data is available for this year.$1.17$0.02$1.14$0.45$0.29$0.16
2012Summary only. Only limited summary data is available for this year.$1.03$0.03$1.00$0.35$0.43$0.08
2011Summary only. Only limited summary data is available for this year.$1.08$0.00$1.07$1.33$1.35$0.02