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Nonprofiteer
← FORT LEWIS COLLEGE FOUNDATION

Form 990 for tax year 2024

Filed by FORT LEWIS COLLEGE FOUNDATION.

Totals

Total revenue
$15,465,008
Total expenses
$9,054,322
Contributions and grants received
$8,235,288
Grants paid
$7,682,556
Program service revenue
$45,000
Investment income
$7,038,127
Other revenue
$146,593
Total assets, end of year
$70,801,215
Total liabilities, end of year
$809,977
Net assets or fund balances, end of year
$69,991,238
Program services expenses (Part IX)
$7,901,478
Management and general expenses
$865,105
Fundraising expenses
$287,739
Program service expenses (Part III)
$7,901,478

Program services were 87.3% 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.

  • 1c · Fundraising events

    $33,951

  • 1e · Government grants (contributions)

    $77,143

  • 1f · All other contributions, gifts and grants

    $8,124,194

  • 1g · Noncash contributions included above

    $1,009,816

  • 2f · All other program service revenue

    total $45,000 · related or exempt $45,000

  • 3 · Investment income

    total $1,644,049 · excluded $1,644,049

  • 5 · Royalties

    total $103 · excluded $103

  • 6a · Gross rents

    real property $44,100

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $44,100

  • 6d · Net rental income or loss

    total $44,100 · excluded $44,100

  • 7a · Gross sales of assets other than inventory

    securities $5,394,078

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

    securities $0

  • 7c · Gain or loss

    securities $5,394,078

  • 7d · Net gain or loss

    total $5,394,078 · excluded $5,394,078

  • 8a · Fundraising events: gross income

    $96,171

  • 8a · Fundraising events: contributions included on line 1c

    $33,951

  • 8b · Fundraising events: direct expenses

    $4,080

  • 8c · Net income from fundraising events

    total $92,091 · excluded $92,091

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $10,299 · related or exempt $10,299

  • 11e · Other revenue, total

    $10,299

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $7,682,556 · program services $7,682,556

  • 11a · Fees: management

    total $679,793 · program services $126,587 · management and general $276,223 · fundraising $276,983

  • 11d · Fees: lobbying

    total $57,500 · program services $57,500

  • 11f · Fees: investment management

    total $218,238 · management and general $218,238

  • 11g · Fees: other

    total $54,746 · management and general $54,746

  • 22 · Depreciation, depletion and amortization

    total $17,361 · management and general $17,361

  • 23 · Insurance

    total $10,603 · management and general $10,603

  • 24a · Other expenses: REPAIRS AND MAINTENANCE

    total $150,882 · management and general $150,882

  • 24b · Other expenses: LICENSES DUES & SUBSCRI

    total $34,531 · management and general $34,531

  • 24c · Other expenses: FOOD AND BEVERAGE

    total $26,875 · program services $23,504 · fundraising $3,371

  • 24d · Other expenses: BANK AND CREDIT CARD FE

    total $24,099 · management and general $24,099

  • 24e · All other expenses

    total $97,138 · program services $11,331 · management and general $78,422 · fundraising $7,385

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $577,742 · end of year $657,668

  • 3 · Pledges and grants receivable

    beginning of year $4,015,392 · end of year $1,843,515

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $1,105

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

    $994,400

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

    $362,399

  • 10c · Land, buildings and equipment, net

    beginning of year $649,362 · end of year $632,001

  • 11 · Investments: publicly traded securities

    beginning of year $55,138,826 · end of year $62,652,029

  • 12 · Investments: other securities

    beginning of year $3,658,818 · end of year $4,325,761

  • 15 · Other assets

    beginning of year $641,740 · end of year $689,136

  • 17 · Accounts payable and accrued expenses

    beginning of year $54,992 · end of year $93,138

  • 25 · Other liabilities

    beginning of year $571,879 · end of year $716,839

  • 27 · Net assets without donor restrictions

    beginning of year $5,245,897 · end of year $6,646,573

  • 28 · Net assets with donor restrictions

    beginning of year $58,809,112 · end of year $63,344,665

Mission and programs · 2024

Mission

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.

Activities or mission (Part I)

ENRICHING EDUCATIONAL AND CULTURAL OPPORTUNITIES AT FORT LEWIS COLLEGE THROUGH PHILANTHROPY.

  • FUNDS ARE RAISED FOR THE BENEFIT OF THE STUDENTS, FACULTY, AND ADMINISTRATION OF FORT LEWIS COLLEGE. THE FOUNDATION RAISES RESOURCES THAT DIRECTLY FUEL OPPORTUNITIES FOR FORT LEWIS COLLEGE STUDENTS AND OUR COMMUNITY. THIS INCLUDES SUPPORT FOR STUDENTS THROUGH INCREASED SCHOLARSHIPS AND EXPERIENTIAL LEARNING FUNDING FOR INTERNSHIPS, FIELDWORK, TRAVEL, AND PROGRAMS LIKE FORT LEWIS ON THE WATER. THE FOUNDATION ALSO RAISES FUNDING AIMED AT SUPPORTING STUDENT SUCCESS THROUGH INNOVATIVE SUMMER BRIDGE PROGRAMS OFFERING ADDITIONAL ACADEMIC AND SOCIAL SUPPORT FOR STUDENTS. THE SPRINGBOARD FELLOWSHIPS MENTOR PROGRAM CONTINUED IN FISCAL YEAR 2025, TO HELP STUDENTS BUILD THE SOCIAL CAPITAL AND (CON'T ON SCH O) CONFIDENTLY LAUNCH THEIR POST COLLEGE CAREERS. ADDITIONALLY, NEW FUNDS WERE RAISED TO SUPPORT CAPITAL IMPROVEMENTS TO SKYHAWK HALL AND LAUNCH THE NEW NURSING PROGRAM AT FORT LEWIS COLLEGE.

    Expenses $7,901,478 · Grants $7,682,556 · Revenue $55,299

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • STEVE SHORT

    CHAIR

    Total calculated
    $0
    Hours/week
    6

  • JASON PORTZ- DIRECTOR THRU

    10/24) / VICE CHAIR (FROM 10/24)

    Total calculated
    $0
    Hours/week
    6

  • DAN KORMAN

    SECRETARY (THRU 10/24)

    Total calculated
    $0
    Hours/week
    6

  • ASHLEY FRENCH

    SECRETARY (FROM 10/24)

    Total calculated
    $0
    Hours/week
    6

  • JOANN HARDS

    TREASURER

    Total calculated
    $0
    Hours/week
    6

  • AL HARPER- VICE CHAIR

    (THRU 10/24)/ DIRECTOR (FROM 10/24)

    Total calculated
    $0
    Hours/week
    6

  • KEITH NEWBOLD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • MARCHALL FLETCHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    6

  • GENE BRADLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • TERRY BACON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RICHARD BALLANTINE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RAY BOUCHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CHUCK CARSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MITCH DYE

    DIRECTOR (THRU 10/24)

    Total calculated
    $0
    Hours/week
    2

  • JANET MOSHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BRAD TAFOYA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DAVE WEST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LIZ PERRY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DON MAPEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DEB JACKSON-BLISS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • NATE LEE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KATHY SINTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JOHN WELLS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ROGER PTOLEMY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ERIC JONES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DEBRA PARMENTER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SCOTT SAMUELSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JIM MOREHART

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MELISSA MOUNT

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $0
    Hours/week
    40

  • CHERYL HEITZ

    CHIEF FINANCIAL OFFICER

    Total calculated
    $0
    Hours/week
    32

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.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
13 February 2026
IRS schema version
2024v5.5
Source object
202610449349302401

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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