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Nonprofiteer
← COLORADO SCHOOL OF MINES FOUNDATION

Form 990 for tax year 2023

Filed by COLORADO SCHOOL OF MINES FOUNDATION.

Totals

Total revenue
$66,766,471
Total expenses
$42,525,583
Contributions and grants received
$36,259,935
Grants paid
$30,119,835
Program service revenue
$2,616,630
Investment income
$27,361,502
Other revenue
$528,404
Total assets, end of year
$492,934,636
Total liabilities, end of year
$48,788,835
Net assets or fund balances, end of year
$444,145,801
Program services expenses (Part IX)
$30,119,835
Management and general expenses
$4,665,009
Fundraising expenses
$7,740,739
Program service expenses (Part III)
$30,119,835

Program services were 70.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • HOWARD E JANZEN

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • STEVEN R ENGER

    AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • NANCY A KEEGAN

    AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • SANDRA STASH

    AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • ANDREW P SWIGER

    AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • GEORGE PULS III

    AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • FRANCES M VALLEJO

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • JACKIE HANEY

    AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • MELANIE WESTERGAARD

    AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • RODNEY J EICHLER

    AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • BRIAN WINKELBAUER

    PRESIDENT/CEO

    Total calculated
    $511,934
    From this org
    $448,166
    From related orgs
    $0
    Other
    $63,768
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $417,416
    Bonus
    $30,750
    Other
    $0
    Deferred
    $40,740
    Nontaxable benefits
    $23,028
    Filer's total
    $511,934

  • STEVE KREIDLER

    CHIEF BUSINESS OFFICER

    Total calculated
    $279,638
    From this org
    $253,689
    From related orgs
    $0
    Other
    $25,949
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $237,939
    Bonus
    $15,750
    Other
    $0
    Deferred
    $14,546
    Nontaxable benefits
    $11,403
    Filer's total
    $279,638

  • DOUG MAYO

    CHIEF ADVANCEMENT OFFICER

    Total calculated
    $321,073
    From this org
    $282,024
    From related orgs
    $0
    Other
    $39,049
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $261,274
    Bonus
    $20,750
    Other
    $0
    Deferred
    $16,021
    Nontaxable benefits
    $23,028
    Filer's total
    $321,073

  • DEAN LAATT

    AVP DEVELOPMENT

    Total calculated
    $215,618
    From this org
    $188,626
    From related orgs
    $0
    Other
    $26,992
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $182,876
    Bonus
    $5,750
    Other
    $0
    Deferred
    $11,216
    Nontaxable benefits
    $15,776
    Filer's total
    $215,618

  • REBECCA LEEWAYE

    AVP FINANCE, TREASURER

    Total calculated
    $188,893
    From this org
    $162,654
    From related orgs
    $0
    Other
    $26,239
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $157,904
    Bonus
    $4,750
    Other
    $0
    Deferred
    $9,884
    Nontaxable benefits
    $16,355
    Filer's total
    $188,893

  • MICHAEL OBER

    SR. INFORMATION OFFICER

    Total calculated
    $185,593
    From this org
    $159,537
    From related orgs
    $0
    Other
    $26,056
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $155,787
    Bonus
    $3,750
    Other
    $0
    Deferred
    $9,701
    Nontaxable benefits
    $16,355
    Filer's total
    $185,593

  • RICHARD GRAW

    SR. DIRECTOR, DEVELOPMENT

    Total calculated
    $180,559
    From this org
    $148,332
    From related orgs
    $0
    Other
    $32,227
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $147,582
    Bonus
    $750
    Other
    $0
    Deferred
    $9,199
    Nontaxable benefits
    $23,028
    Filer's total
    $180,559

  • EMILY KELTON

    AVP, CORP & FND RELATIONS

    Total calculated
    $176,810
    From this org
    $146,320
    From related orgs
    $0
    Other
    $30,490
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $142,570
    Bonus
    $3,750
    Other
    $0
    Deferred
    $9,085
    Nontaxable benefits
    $21,405
    Filer's total
    $176,810

  • GRETCHEN GILLILAND

    SR. DIRECTOR, MAJOR GIFTS

    Total calculated
    $157,321
    From this org
    $139,653
    From related orgs
    $0
    Other
    $17,668
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,153
    Bonus
    $7,500
    Other
    $0
    Deferred
    $8,392
    Nontaxable benefits
    $9,276
    Filer's total
    $157,321

  • RACHELLE TRUJILLO

    AVP, MARKETING & COMMUNICATIONS

    Total calculated
    $161,627
    From this org
    $129,152
    From related orgs
    $0
    Other
    $32,475
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $124,652
    Bonus
    $4,500
    Other
    $0
    Deferred
    $8,176
    Nontaxable benefits
    $24,299
    Filer's total
    $161,627

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 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
EMPLOYEE BONUSES DESCRIBED IN SCHEDULE J, PART II (OTHER THAN THE CEO BONUS) ARE DETERMINED BY THE SENIOR LEADERSHIP TEAM OF THE FOUNDATION USING EMPLOYEE ANNUAL EVALUATIONS, WHICH ARE COMPLETED IN JULY OF EACH YEAR. USING BASE SALARIES AND A SCORING SYSTEM BUILT INTO THE ANNUAL EVALUATION, THE SENIOR LEADERSHIP TEAM ASSIGNS BONUSES BASED ON THOSE SCORES. HIGHER SCORES WARRANT A LARGER BONUS RATE PER THE BASE SALARY AND SCORES BELOW A SET LEVEL DO NOT WARRANT ANY BONUS. THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS DETERMINE THE BONUS FOR THE CEO BASED ON SURVEY WORK CONDUCTED BY THE CHAIRMAN AND HR CHAIRMAN.

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • MINES VENTURE FUND I LP

    EXCLUDED · INVESTMENTS · CO · 99% owned · share of income $2,350 · share of assets $470,692 · general or managing partner

    Directly controlled by MINES VENTURE FUND GP I LLC

Provenance

Return type
form_990
Tax year
2023
Filed
28 January 2025
IRS schema version
2023v6.0
Source object
202530299349301018

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