Civic Intelligence

The Westminster Legacy Foundation

990 • Fiscal year 2021 • EIN 84-1576476

Jan 01, 2021 to Dec 31, 2021 • Filed on Aug 11, 2022

Organization ProfileWWW.WESTYFOUNDATION.ORG
PO Box 350356Westminster, CO 80031

(303) 658-2036

Siviq Scores

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

Liabilities / Assets

68th percentile

0.02x

Higher debt load relative to assets than 68% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

80th percentile

0.12x

Higher debt load relative to revenue than 80% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

27th percentile

-6.9%

Higher net margin than 27% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

43rd percentile

0.7%

Faster asset growth than 43% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

8th percentile

-78%

Faster revenue growth than 8% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$304,289

Up $2,116 (+0.7%) from 2020

Net Assets

Up

$297,759

Up $2,655 (+0.9%) from 2020

Liabilities

Down

$6,530

Down $539 (-7.6%) from 2020

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin27th percentile

Revenue

Down

$54,281

Down $188,399 (-78%) from 2020

Expenses

Down

$58,014

Down $267,470 (-82%) from 2020

Net Income

Up

-$3,733

Up $79,071 (+95%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$400K$300K$200K$100K$0-$100KAssets 2011: $159,993Liabilities 2011: $6112011Assets 2012: $173,732Liabilities 2012: $7142012Assets 2013: $201,053Liabilities 2013: $2492013Assets 2014: $222,766Liabilities 2014: $2,758Net Assets 2014: $220,0082014Assets 2015: $206,075Liabilities 2015: $6Net Assets 2015: $206,0692015Assets 2016: $237,949Liabilities 2016: $25Net Assets 2016: $237,9242016Assets 2017: $236,068Liabilities 2017: $10,1192017Assets 2018: $230,512Liabilities 2018: $10,354Net Assets 2018: $220,1582018Assets 2019: $382,143Liabilities 2019: $13,763Net Assets 2019: $368,3802019Assets 2020: $302,173Liabilities 2020: $7,069Net Assets 2020: $295,1042020Assets 2021: $304,289Liabilities 2021: $6,530Net Assets 2021: $297,7592021Assets 2022: $272,694Liabilities 2022: -$327Net Assets 2022: $273,0212022Assets 2023: $300,287Liabilities 2023: $42,751Net Assets 2023: $257,5362023Assets 2024: $241,399Liabilities 2024: $0Net Assets 2024: $241,3992024

Highlighted filing

2021

Assets$304,289
Liabilities$6,530
Net Assets$297,759
Open 2021 Filing

Operations Trend

Revenue Growth8th percentile

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

$400K$200K$0-$200KRevenue 2011: $57,234Expenses 2011: $50,183Net Income 2011: $7,0512011Revenue 2012: $57,053Expenses 2012: $49,210Net Income 2012: $7,8432012Revenue 2013: $74,631Expenses 2013: $54,871Net Income 2013: $19,7602013Revenue 2014: $86,286Expenses 2014: $61,396Net Income 2014: $24,8902014Revenue 2015: $55,820Expenses 2015: $49,528Net Income 2015: $6,2922015Revenue 2016: $62,761Expenses 2016: $30,906Net Income 2016: $31,8552016Revenue 2017: $61,935Expenses 2017: $73,910Net Income 2017: -$11,9752017Revenue 2018: $279,696Expenses 2018: $302,612Net Income 2018: -$22,9162018Revenue 2019: $266,380Expenses 2019: $130,869Net Income 2019: $135,5112019Revenue 2020: $242,680Expenses 2020: $325,484Net Income 2020: -$82,8042020Revenue 2021: $54,281Expenses 2021: $58,014Net Income 2021: -$3,7332021Revenue 2022: $109,842Expenses 2022: $114,995Net Income 2022: -$5,1532022Revenue 2023: $117,519Expenses 2023: $147,721Net Income 2023: -$30,2022023Revenue 2024: $132,368Expenses 2024: $148,505Net Income 2024: -$16,1372024

Highlighted filing

2021

Revenue$54,281
Expenses$58,014
Net Income-$3,733
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Aug 11, 2022
Return Version
2021v4.2
Gross Receipts
$85,734
Mission and Program Overview

Mission

We enrich the spirit and identity of westminster now and for future generations by connecting people who care with causes that enrich our community. Established as a foundation in 2001, the westminster legacy foundation serves as the leader, catalyst and resource for philanthropy in our community. We provide donors with a flexible means of making gifts and bequests to support the charitable causes that make the city of westminster an outstanding community in which to live, work and play.

We enrich the spirit and indentity of westminster now and for future generations by connecting people who care with causes that enrich our community. We serve as the leader, catalyst and resource for philantrhopy in our community. We provide donors with flexible means of making gifts and bequests to support the charitable causes that make the city of westminster an outstanding community in which to live, work and play.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$208,944$218,385▲ $9,441
Savings and Temporary Cash Investments$84,351$85,904▲ $1,553
Total Assets$302,173$304,289▲ $2,116
Other Assets Total$8,878$0▼ $8,878
Liabilities
Accounts Payable and Accrued Expenses$7,069$6,530▼ $539
Total Liabilities$7,069$6,530▼ $539
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$207,720$210,520▲ $2,800
Net Assets With Donor Restrictions$87,384$87,239▼ $145
Total Net Assets Fund Balance$295,104$297,759▲ $2,655
Total Liabilities and Net Assets / Fund Balance$302,173$304,289▲ $2,116
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Nicole MiloBoard President
Jaston GenckPast President
Carroll BeachVice President
Alex PedersenDirector
Bill ChristopherDirector
Brad HarveyDirector
Donna CharbonnierDirector
Hortensia VillanoDirector
Kristyn DrennenDirector
Marilyn FlachmanDirector
Michelle GayeskiDirector
Pat BrendenbergDirector
Paul PelicanDirector
Sara HoffmanDirector
Tony LombardDirector
Wayne AndersonDirector
Wil HotzDirector
Tammy HitchensPast Treasurer
Kelly GetzSecretary
Patti ArroyoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$70,330
Program Service Revenue
$0
Investment Income
$3,052
Other Revenue
$-19,101
All Other Contributions
$20,180
Change in Net Assets
$-3,733
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,014
Total Fundraising Expense$849
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$32,988-$32,988
Fees for Services Other-$6,500-$6,500
Office Expenses-$2,320-$2,320
Insurance-$853-$853
Advertising--$849$849
Other Expenses$1,308$291-$291
Conferences and Meetings-$175-$175
Total Functional Expenses$14,038$43,127$849$58,014
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$31,453
Fundraising Gross Income$12,185
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$27,630$8,450$1,643$6,807
Community$28,705$3,735$555$3,180
Total Events$56,335$12,185$31,453$-19,268
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
No
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
Yes
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 B, Line 11B

“Form 990 is reviewed by the executive board prior to filing.”

Form 990, Part VI, Section B, Line 15A

“The city of westminster performs a salary survey to compare salaries and benefits.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Westminster Legacy Foundation
EIN
84-1576476
Phone
3036582036
Address
PO BOX 350356, WESTMINSTER, CO 80031

Signing Officer

Name
Patti Arroyo
Title
Director
Phone
3034045546
Signed
2022-08-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patti Arroyo
Formed
2001
Legal Domicile
Co
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
21

Preparer

Firm
Jones Mertsching Cpas Pc
Address
32186 CASTLE COURT SUITE 220, EVERGREEN, CO 80439
Preparer
Eric L Jones CPA
Phone
3034809090
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“The foundation funds a community agriculture program.”

Form 990, Part IX, Line 11G

“Outside contract fees: program service expenses 0. Management and general expenses 6,500. Fundraising expenses 0. Total expenses 6,500.”

Part 1, Line 1

“We enrich the spirit and identity of westminster now and for future generations by connecting people who care with cuases that enrich our community. Established as a community foundation in 2001, the westminster legacy foundation serves as the leader, catalyst and resource for philanthropy in our community, we proved donars with flexible means of making gifts and bequest to support the charitable couses that make the city of westminster an outstanding community in which to live, work, and play.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2PAST TREASURER
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE PRESIDENT
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IRS990/IRPDocumentCnt01
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0WE ENRICH THE SPIRIT AND IDENTITY OF WESTMINSTER NOW AND FOR FUTURE GENERATIONS BY CONNECTING PEOPLE WHO CARE WITH CAUSES THAT ENRICH OUR COMMUNITY. ESTABLISHED AS A FOUNDATION IN 2001, THE WESTMINSTER LEGACY FOUNDATION SERVES AS THE LEADER, CATALYST AND RESOURCE FOR PHILANTHROPY IN OUR COMMUNITY. WE PROVIDE DONORS WITH A FLEXIBLE MEANS OF MAKING GIFTS AND BEQUESTS TO SUPPORT THE CHARITABLE CAUSES THAT MAKE THE CITY OF WESTMINSTER AN OUTSTANDING COMMUNITY IN WHICH TO LIVE, WORK AND PLAY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt0297759
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-19268
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt06388
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0207720
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0210520
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02320
IRS990/OfficeExpensesGrp/TotalAmt02320
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
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IRS990/OtherAssetsTotalGrp/BOYAmt08878
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0COMMUNITY AGRICULTURES
IRS990/OtherExpensesGrp/Desc1ENGRAVING FOR ARMED FOR
IRS990/OtherExpensesGrp/Desc2OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0291
IRS990/OtherExpensesGrp/ProgramServicesAmt012730
IRS990/OtherExpensesGrp/ProgramServicesAmt11308
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IRS990/OtherExpensesGrp/TotalAmt11308
IRS990/OtherExpensesGrp/TotalAmt2291
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0167
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0167
IRS990/OtherRevenueTotalAmt0167
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PATTI ARROYO
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION FUNDS A COMMUNITY AGRICULTURE PROGRAM.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt012730
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IRS990/PYRevenuesLessExpensesAmt0-82804
IRS990/PYSalariesCompEmpBnftPaidAmt099257
IRS990/PYTotalExpensesAmt0325484
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0242680
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-3733
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt084351
IRS990/SavingsAndTempCashInvstGrp/EOYAmt085904
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016832
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05984
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IRS990ScheduleA/PublicSupportPY170Pct00.97760
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0107916
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0251751
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt016832
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0689070
IRS990ScheduleA/TotalSupportAmt0714471
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt0240
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt03041
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt044150
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IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt08128
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0555
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent2Amt017031
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt017031
IRS990ScheduleG/SpecialFundraisingEventsInd0X
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION FUNDS A COMMUNITY AGRICULTURE PROGRAM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE EXECUTIVE BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CITY OF WESTMINSTER PERFORMS A SALARY SURVEY TO COMPARE SALARIES AND BENEFITS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4OUTSIDE CONTRACT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 6,500. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5WE ENRICH THE SPIRIT AND IDENTITY OF WESTMINSTER NOW AND FOR FUTURE GENERATIONS BY CONNECTING PEOPLE WHO CARE WITH CUASES THAT ENRICH OUR COMMUNITY. ESTABLISHED AS A COMMUNITY FOUNDATION IN 2001, THE WESTMINSTER LEGACY FOUNDATION SERVES AS THE LEADER, CATALYST AND RESOURCE FOR PHILANTHROPY IN OUR COMMUNITY, WE PROVED DONARS WITH FLEXIBLE MEANS OF MAKING GIFTS AND BEQUEST TO SUPPORT THE CHARITABLE COUSES THAT MAKE THE CITY OF WESTMINSTER AN OUTSTANDING COMMUNITY IN WHICH TO LIVE, WORK, AND PLAY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART 1, LINE 1
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$304,289
Liabilities
$6,530
Net assets
$297,759
Revenue
$54,281
Expenses
$58,014
Net income
-$3,733
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$0.00$2.41$1.32$1.49$0.16
2023Detailed filing. Detailed filing data is available for this year.$3.00$0.43$2.58$1.18$1.48$0.30
2022Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$1.10$1.15$0.05
2021Detailed filing. Detailed filing data is available for this year.$3.04$0.07$2.98$0.54$0.58$0.04
2020Detailed filing. Detailed filing data is available for this year.$3.02$0.07$2.95$2.43$3.25$0.83
2019Detailed filing. Detailed filing data is available for this year.$3.82$0.14$3.68$2.66$1.31$1.36
2018Summary only. Only limited summary data is available for this year.$2.31$0.10$2.20$2.80$3.03$0.23
2017Summary only. Only limited summary data is available for this year.$2.36$0.10$0.62$0.74$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.63$0.31$0.32
2015Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.56$0.50$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.23$0.03$2.20$0.86$0.61$0.25
2013Summary only. Only limited summary data is available for this year.$2.01$0.00$0.75$0.55$0.20
2012Summary only. Only limited summary data is available for this year.$1.74$0.01$0.57$0.49$0.08
2011Summary only. Only limited summary data is available for this year.$1.60$0.01$0.57$0.50$0.07