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← YAMPA VALLEY COMMUNITY FOUNDATION

Form 990 for tax year 2024

Filed by YAMPA VALLEY COMMUNITY FOUNDATION.

What the amendment changed

Compared with the return it replaced , filed 13 August 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$26,947,764 changed to $26,605,821
Total expenses
$13,000,526 changed to $14,952,473
Contributions and grants received
$23,033,233 changed to $22,691,290
Total assets, end of year
$88,406,635 changed to $86,454,689
Total liabilities, end of year
$7,336,071 changed to $7,678,015
Net assets or fund balances, end of year
$81,070,564 changed to $78,776,674
Program services expenses
$12,433,047 changed to $14,384,994
Program service expenses (Part III)
$12,433,047 changed to $14,384,994

Totals

Total revenue
$26,605,821
Total expenses
$14,952,473
Contributions and grants received
$22,691,290
Grants paid
$11,415,391
Program service revenue
$477,032
Investment income
$3,248,604
Other revenue
$188,895
Total assets, end of year
$86,454,689
Total liabilities, end of year
$7,678,015
Net assets or fund balances, end of year
$78,776,674
Program services expenses (Part IX)
$14,384,994
Management and general expenses
$477,212
Fundraising expenses
$90,267
Program service expenses (Part III)
$14,384,994

Program services were 96.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $152,968

  • 1f · All other contributions, gifts and grants

    $22,538,322

  • 1g · Noncash contributions included above

    $11,384,747

  • 2a · Program service revenue: PASSPORT CLUB

    total $477,032 · related or exempt $477,032

  • 3 · Investment income

    total $2,074,694 · excluded $2,074,694

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $36,774,941

  • 7b · Less cost or other basis and sales expenses

    securities $35,601,031

  • 7c · Gain or loss

    securities $1,173,910

  • 7d · Net gain or loss

    total $1,173,910 · related or exempt $1,173,910

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: GEOTHERMAL CREDITS

    total $188,895 · excluded $188,895

  • 11e · Other revenue, total

    $188,895

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $10,850,472 · program services $10,850,472

  • 2 · Grants to domestic individuals

    total $564,919 · program services $564,919

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $216,056 · program services $108,028 · management and general $86,422 · fundraising $21,606

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $438,216 · program services $226,126 · management and general $161,321 · fundraising $50,769

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $89,564 · program services $47,425 · management and general $32,063 · fundraising $10,076

  • 10 · Payroll taxes

    total $47,264 · program services $24,056 · management and general $18,018 · fundraising $5,190

  • 11a · Fees: management

    total $7,604 · management and general $7,604

  • 11b · Fees: legal

    total $3,587 · management and general $3,587

  • 11c · Fees: accounting

    total $10,550 · management and general $10,550

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $11,696 · program services $11,696

  • 13 · Office expenses

    total $18,296 · management and general $18,296

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $20,835 · management and general $20,835

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $91,352 · management and general $91,352

  • 23 · Insurance

    total $12,104 · management and general $12,104

  • 24a · Other expenses: CONTRIBUTION EXPENSE

    total $1,951,947 · program services $1,951,947

  • 24b · Other expenses: PASSPORT CLUB EXPENSES

    total $510,858 · program services $510,858

  • 24c · Other expenses: DONOR RELATIONS

    total $48,562 · program services $48,562

  • 24d · Other expenses: MEETINGS/WORKSHOPS

    total $29,094 · program services $21,141 · management and general $7,953

  • 24e · All other expenses

    total $29,497 · program services $19,764 · management and general $7,107 · fundraising $2,626

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $638,623 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $387,358 · end of year $16,904,924

  • 3 · Pledges and grants receivable

    end of year $405,607

  • 4 · Accounts receivable

    beginning of year $100,508 · end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $1,514,072 · end of year $5,279,711

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $3,662,231

  • 10b · Land, buildings and equipment: accumulated depreciation

    $106,577

  • 10c · Land, buildings and equipment, net

    beginning of year $3,647,006 · end of year $3,555,654

  • 11 · Investments: publicly traded securities

    beginning of year $62,543,393 · end of year $58,216,531

  • 12 · Investments: other securities

    end of year $2,053,248

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    beginning of year $30,820 · end of year $39,014

  • 17 · Accounts payable and accrued expenses

    beginning of year $374,790 · end of year $399,036

  • 19 · Deferred revenue

    end of year $74,734

  • 25 · Other liabilities

    beginning of year $5,114,629 · end of year $7,204,245

  • 27 · Net assets without donor restrictions

    beginning of year $54,044,722 · end of year $68,835,142

  • 28 · Net assets with donor restrictions

    beginning of year $9,327,639 · end of year $9,941,532

Mission and programs · 2024

Mission

THE YAMPA VALLEY COMMUNITY FOUNDATION LEADS TRANSFORMATIONAL CHANGE THROUGHOUT THE YAMPA VALLEY BY ENGAGING DONORS IN PURPOSEFUL PHILANTHROPY, EMPOWERING LOCAL NONPROFIT ORGANIZATIONS, INSPIRING IMPACTFUL GRANTMAKING, AND COLLABORATING TO BUILD VIBRANT COMMUNITIES.THE YAMPA VALLEY COMMUNITY FOUNDATION HAS BEEN SERVING MOFFAT AND ROUTT COUNTIES SINCE 1996.

Activities or mission (Part I)

YAMPA VALLEY COMMUNITY FOUNDATION LEADS TRANSFORMATIONAL CHANGE THROUGHOUT THE YAMPA VALLEY BY ENGAGING DONORS IN PURPOSEFUL PHILANTHROPY, EMPOWERING LOCAL NONPROFIT ORGANIZATIONS, INSPIRING IMPACTFUL GRANTMAKING, AND COLLABORATING TO BUILD VIBRANT COMMUNITIES.

  • THE FOUNDATION DEVELOPS ANNUAL AND GROWING FUNDS TO SUPPORT ORGANIZATIONS AND PROGRAMS IN ROUTT AND MOFFAT COUNTIES.1.THROUGH OUR ANNUAL GRANT CYCLE, OVER $656,068 WAS GRANTED OUT TO 79 NONPROFITS.2.OVER $564,919 IN SCHOLARSHIPS WERE GRANTED TO 137 STUDENTS ATTENDING 64 UNIVERSITIES, COLLEGES AND VOCATIONAL TRADE SCHOOLS, INCLUDING $220,000 FOR STUDENTS WITH FINANCIAL NEED AS DETERMINED BY FAFSA.3.IN TOTAL, $11.4 MILLION WAS GRANTED OUT TO 332 NONPROFIT ORGANIZATIONS IN 1201 GRANTS THROUGH FUNDS MANAGED BY THE FOUNDATION.SCHEDULE O4.THE FOUNDATIONS LARGEST CONTRIBUTION TO THE COMMUNITY IN 2024, AND PERHAPS THE SINGLE MOST IMPACTFUL ACCOMPLISHMENT OF THE FOUNDATIONS HISTORY, WAS THE SUCCESSFUL EFFORT TO SAVE CASEYS POND A 138-BED FACILITY PROVIDING INDEPENDENT AND ASSISTED LIVING AND A SKILLED NURSING FACILITY. WITHIN THREE MONTHS OF CASEYS POND BEING ENTERED INTO RECEIVERSHIP, THE FOUNDATION TOOK THE LEAD IN RAISING $30M FROM 421 DONORS FOR THE ACQUISITION OF THE FACILITY AND OPERATING SUPPORT FOR NEW NONPROFIT OWNERS NORTHWEST COLORADO HEALTH; WITHIN FOUR MONTHS THE SALE WAS CLOSED, ALLOWING THIS IMPORTANT COMMUNITY ASSET TO REMAIN RIGHT HERE IN THE YAMPA VALLEY. 5.IN 2023, THE COMMUNITY FOUNDATION ESTABLISHED A LOCAL IMPACT INVESTMENT PROGRAM. LOCAL IMPACT INVESTMENTS ARE THOSE MADE TO LOCAL NONPROFIT ORGANIZATIONS OR PUBLIC SERVING AGENCIES WITH THE INTENTION OF GENERATING MEASURABLE COMMUNITY BENEFIT ALONGSIDE MODEST FINANCIAL RETURNS. RECOGNIZING THAT THE LACK OF AFFORDABLE HOUSING CAUSES A CASCADE OF ISSUES AND IS THE MOST SIGNIFICANT CHALLENGE IMPACTING THE YAMPA VALLEY TODAY, IN 2024 THE FOUNDATION ISSUED ITS SECOND AND THIRD LOANS UNDER THE IMPACT INVESTMENT PROGRAM. -OUR $5.25M INVESTMENT IN THE PRAIRIE RUN APARTMENT PROJECT COMPLETED FUNDING FOR 135 APARTMENTS, MOST OF WHICH ARE INCOME-RESTRICTED FOR RESIDENTS EARNING 80%160% OF THE AREA MEDIAN INCOME, HELPING ADDRESS RISING DEMAND AND HOUSING COSTS IN HAYDEN. -THE FOUNDATION COMMITTED TO A $7.75M LOAN TO THE MILNER PARK COOPERATIVE WITH CLOSING IN 2025. APPROXIMATELY $77,000 WAS ADVANCED IN 2024. THIS LOAN WILL ENABLE THE MILNER PARK RESIDENTS TO PURCHASE THE LAND UNDER THEIR HOMES, PREVENTING A SALE THAT COULD HAVE LED TO RENT HIKES OR REDEVELOPMENT. OWNERSHIP ENSURES LONG-TERM AFFORDABILITY, RENT STABILITY, AND HOMEOWNERSHIP EQUITY, AND GIVES ASSURANCE TO RESIDENTS THEY CAN REMAIN IN THE YAMPA VALLEY FOR THE LONG-TERM.6. INSPIRED BY OUR DONORS, WE ENCOURAGE NONPROFITS TO LET US KNOW WHEN THEY EXPERIENCE AN EMERGENCY NEED AND AN UNBUDGETED EXPENSE THROUGH OUR EMERGENT NEEDS FUNDING PROGRAM. THIS EFFORT RESULTED IN $468,000 TO MEET THE UNEXPECTED, EMERGENT NEEDS OF 15 NONPROFITS IN 2024.7.THE FOUNDATIONS' PASSPORT CLUB, THROUGH OUR PARTNERSHIP WITH THE STEAMBOAT SKI & RESORT CORPORATION, HAS GENERATED OVER $9.9 MILLION. THESE CONTRIBUTIONS HAVE PROVIDED GRANTS AND SCHOLARSHIPS INTO THE COMMUNITY AND SUPPORTED THE OPERATIONS OF THE FOUNDATION FOR OVER 29 YEARS.

    Expenses $14,384,994 · Grants $11,415,391 · Revenue $477,032

As filed on the 2024 return.

Listed in Part VII

  • Timothy Wohlgenant

    Executive Direc

    Total calculated
    $216,056
    From this org
    $206,253
    From related orgs
    $0
    Other
    $9,803
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $206,253
    Bonus
    not reported
    Other
    not reported
    Deferred
    $6,379
    Nontaxable benefits
    $3,424
    Filer's total
    $216,056

  • Traci Hiatt

    DIR- PHILANTHROPY

    Total calculated
    $116,081
    From this org
    $93,666
    From related orgs
    $0
    Other
    $22,415
    Hours/week
    40

  • Cathrine Blevins

    Director

    Total calculated
    $0
    Hours/week
    1

  • Paula Cooper Black

    Emeritus

    Total calculated
    $0
    Hours/week
    1

  • Jim Bronner

    EMERITUS

    Total calculated
    $0
    Hours/week
    1

  • Paul Ferguson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Judy McGinnis

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kelly Landers

    Chair

    Total calculated
    $0
    Hours/week
    5

  • Gillian Morris

    Director

    Total calculated
    $0
    Hours/week
    1

  • Maren Franciosi

    Director

    Total calculated
    $0
    Hours/week
    1

  • Rob Perlman

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mark Stevens

    Director

    Total calculated
    $0
    Hours/week
    1

  • Harry Murray

    Director

    Total calculated
    $0
    Hours/week
    1

  • Rob Race

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Lori Livingston

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kristie McPherson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Nancy Mucklow

    SECTY/TREASURER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • SEE SCHEDULE ATTACHED

    $10,850,472

Provenance

Return type
form_990
Tax year
2024
Filed
4 August 2026
IRS schema version
2024v5.2
Source object
202612169349301121

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