THE FORT LEWIS COLLEGE FOUNDATION Charity Report

Public IRS 990 nonprofit record

THE FORT LEWIS COLLEGE FOUNDATION

EIN 23-7122114 · Education (B42I)

What they do

ENRICHING EDUCATIONAL and CULTURAL OPPORTUNITIES AT FORT LEWIS COLLEGE BY ENCOURAGING and STEWARDING GIFTS for SCHOLARSHIPS, PROGRAMS, and FACILITIES-WISE INVESTMENTS IN THE LEADERS of TOMORROW.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $87.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders30 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

51.09%of revenue went to mission work87.3% of expenses · Program services

1.86%of revenue went to fundraising3.2% of expenses

$58.55spent for every $100 of revenueRevenue covered expenses this year.

5.59%of revenue went to management and office costs9.6% of expenses

$7.82in assets for every $1 spent this yearSome assets cannot be spent right away.

53.3%of its money came from giftsOther money may come from services or investments.

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Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$15,465,008

Mission workProgram services$7,901,47851.09% of revenue87.3% of expenses

ManagementOffice and general costs$865,1055.59% of revenue9.6% of expenses

FundraisingAsking for donations$287,7391.86% of revenue3.2% of expenses

Revenue left after expensesReported annual surplus$6,410,68641.45% of revenueShown in gray on the chart

Total expenses$9,054,32258.55% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 87.3% mission · 9.6% management · 3.2% fundraisingTotal expenses: 58.55% of revenue

2023Expense mix: 92.3% mission · 6.9% management · 0.8% fundraisingTotal expenses: 34.12% of revenue

2022Expense mix: 92.8% mission · 5.5% management · 1.7% fundraisingTotal expenses: 57.46% of revenue

2021Expense mix: 91.7% mission · 5.6% management · 2.7% fundraisingTotal expenses: 60.81% of revenue

2020Expense mix: 85.0% mission · 10.4% management · 4.6% fundraisingTotal expenses: 64.00% of revenue

2019Expense mix: 89.4% mission · 6.4% management · 4.2% fundraisingTotal expenses: 47.64% of revenue

2017Expense mix: 90.3% mission · 5.3% management · 4.4% fundraisingTotal expenses: 58.09% of revenue

2016Expense mix: 92.8% mission · 2.7% management · 4.5% fundraisingTotal expenses: 51.87% of revenue

Money in and money out

Revenue$15,465,008

Expenses$9,054,322

Annual surplus $6,410,686 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$7,901,478 · 87.3% of expenses

Management and office costs$865,105 · 9.6% of expenses

Fundraising$287,739 · 3.2% of expenses

See all reported dollar amounts

Revenue$15,465,008

Expenses$9,054,322

Assets$70,801,215

Income$15,469,088

Contributions$8,235,288

Mission work (program services)$7,901,478

Fundraising$287,739

Grants given$35,391,876

Average grant$5,898,646

Management and general$865,105

Stocks and bonds$62,652,029

Investing fees$218,238

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

No compensation was reported for these leaders. The complete board and leadership roster is shown below.

Board and leadership roster (30)

JOANN HARDSTREASURER

TERRY BACONDIRECTOR

STEVE SHORTCHAIR

SCOTT SAMUELSONDIRECTOR

ROGER PTOLEMYDIRECTOR

RICHARD BALLANTINEDIRECTOR

RAY BOUCHERDIRECTOR

NATE LEEDIRECTOR

MITCH DYEDIRECTOR (THRU 10/24)

MELISSA MOUNTCHIEF EXECUTIVE OFFICER

MARCHALL FLETCHERDIRECTOR

LIZ PERRYDIRECTOR

KEITH NEWBOLDDIRECTOR

KATHY SINTONDIRECTOR

JOHN WELLSDIRECTOR

AL HARPER- VICE CHAIR(THRU 10/24)/ DIRECTOR (FROM 10/24)

JIM MOREHARTDIRECTOR

JASON PORTZ- DIRECTOR THRU10/24) / VICE CHAIR (FROM 10/24)

JANET MOSHERDIRECTOR

GENE BRADLEYDIRECTOR

ERIC JONESDIRECTOR

DON MAPELDIRECTOR

DEBRA PARMENTERDIRECTOR

DEB JACKSON-BLISSDIRECTOR

DAVE WESTDIRECTOR

DAN KORMANSECRETARY (THRU 10/24)

CHUCK CARSONDIRECTOR

CHERYL HEITZCHIEF FINANCIAL OFFICER

BRAD TAFOYADIRECTOR

ASHLEY FRENCHSECRETARY (FROM 10/24)

About this charity

Recognized since: January 1971
Location: 1000 RIM DR, DURANGO, CO 81301-3908
County: La Plata
In care of: CHERYL HEITZ
Primary officer: CHERYL HEITZ, CFO

How to reach them

WebsiteVisit the charity’s website Emailfoundation@fortlewis.edu Phone(970) 382-6941

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: EIDE BAILLY LLP
NTEE classification: Education (B42I)
IRS tax category: Other Grantmaking and Giving Services
Grant-giving organization: Yes