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Nonprofit · EIN 26-0045741

ONWARD A LEGACY FOUNDATION

Also known as FORTH CHARLES R JR

Tax-exempt · CORTEZ, CO 81321

Financials

$4.2M$3.8M2023$5.1M$3.8M2024
Revenue Expenses · by fiscal year end
Financials of ONWARD A LEGACY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$5,147,847$3,846,492$1,301,355$7,978,527$778,952$7,199,575
December 31, 2023990$4,158,533$3,781,548$376,985$6,567,529$669,309$5,898,220
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$4,041,373
of which government grants
$1,416,542
Membership dues
$29,056
Program service revenue
$746,764
Investment income
$224,083
Net income from fundraising events
$85,146
Net income from sales of inventory
$50,481
Other revenue
$135,627

Expenses

Grants and similar amounts paid
$441,892
Compensation of officers, directors and key employees
$37,300
Other salaries and wages
$1,486,054
Salaries, compensation and benefits (total)
$1,660,143
Professional fundraising fees
$0
Accounting fees
$31,705
Occupancy
$61,699
Travel
$63,973
Depreciation
$59,387
Program services (functional)
$3,341,380
Management and general (functional)
$403,002
Fundraising (functional)
$102,110

Balance sheet and other

Total assets, start of year
$6,567,529
Total assets, end of year
$7,978,527
Total liabilities, end of year
$778,952
Net assets, end of year
$7,199,575
Land, buildings and equipment
$935,753
Publicly traded securities
$4,818,166
Net assets without donor restrictions
$615,947
Net assets with donor restrictions
$6,583,628
Gross receipts
$5,177,013
Employees
162
Volunteers
85
Year formed
2002
State of legal domicile
CO

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Charles R Forth JrChief Executive Officer20$37,300
David Coit JrVice President
Trustee or director, Officer
2$0
MB MCAFEESecretary
Trustee or director, Officer
2$0
Jennifer TewellDirector
Trustee or director
2$0
Rebecca SamulskiDirector
Trustee or director
2$0
PETE MONTANOPresident
Trustee or director, Officer
2$0
Laura HerrickDirector
Trustee or director
2$0
Jessie Farias JrDirector
Trustee or director
2$0
Youvonne NeeleyTreasurer
Trustee or director, Officer
2$0
Casey SimpsonDirector
Trustee or director
2$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
Charles R Forth JrExecutive Director18$30,240
David Coit JrVice President
Trustee or director, Officer
2$0
MB MCAFEESecretary
Trustee or director, Officer
2$0
Rebecca SamulskiDirector
Trustee or director
2$0
PETE MONTANOPresident
Trustee or director, Officer
2$0
Laura HerrickDirector
Trustee or director
2$0
Jessie Farias JrDirector
Trustee or director
2$0
Youvonne NeeleyTreasurer
Trustee or director, Officer
2$0
ROBBY HENESDirector
Trustee or director
2$0

Address and contacts

Address (IRS master file)
PO BOX 26, CORTEZ, CO 81321-0026
In care of
% ONWARD A LEGACY FOUNDATION
Principal officer (990 for 2024)
Charles R Forth Jr
Signed the 990
PETE MONTANO, President
Phone
(970) 565-9200
Return prepared by
FORTH & ASSOCIATES PC

Mission

ONWARD! IS A TAX-EXEMPT, NON-PROFIT COMMUNITY FOUNDATION ORGANIZED FOR PUBLIC CHARITY PURPOSES. ONWARD!'S MISSION IS TO PROVIDE OPPORTUNITIES TO DEVELOP AND MAINTAIN A SUSTAINABLE RESOURCE BASE THAT WILL ENHANCE THE QUALITY OF LIFE FOR RESIDENTS IN THE FOUR CORNERS' COMMUNITIES.

990 for the year ended December 31, 2024

Program accomplishments

  • ADMINISTRATION OF 43 FISCAL FUNDS. THE LARGEST FUNDS ARE RELATED TO School Community Youth, after school programs, Food Equity programs, Canyon lands preservation/education and apple orchard restoration.
    Expenses $2,988,490 · grants $162,404 · revenue $4,108,628
  • ADMINISTRATION OF 7 DONOR-ADVISED FUNDS WHICH MADE GRANTS TO 18 NON-PROFIT AND GOVERNMENT ORGANIZATIONS.
    Expenses $121,185 · grants $104,000 · revenue $144,347
  • ADMINISTRATION OF 22 SCHOLARSHIP FUNDS WHICH PAID SCHOLARSHIPS TO 101 INDIVIDUALS.
    Expenses $103,425 · revenue $326,135
  • ADMINISTRATION OF 13 MISCELLANEOUS SPECIAL INTEREST FUNDS.
    Expenses $64,768 · grants $27,300 · revenue $187,696
  • ADMINISTRATION OF 5 ENDOWMENT FUNDS WHICH PROVIDED GRANTS TO 19 NON-PROFITS.
    Expenses $63,511 · grants $50,713 · revenue $125,147
  • ADMINISTRATION OF 8 AGENCY FUNDS. ONWARD INVESTS FUNDS ON BEHALF OF THESE DIFFERENT NON-PROFITS FOR VARIOUS PURPOSES, INCLUDING RESERVE FUNDS, BUILDING FUNDS AND LONG-TERM STRATEGIC FUNDS.
    Expenses $1

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
26-0045741
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2003
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$7,978,527
Income (IRS master file)
$5,177,013

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$5,147,847$3,846,492$7,978,527IRS
990December 2023$4,158,533$3,781,548$6,567,529XML
990December 2022$3,597,468$2,572,635$5,693,377IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-0045741).

Questions about ONWARD A LEGACY FOUNDATION

What is the EIN of ONWARD A LEGACY FOUNDATION?
The employer identification number (EIN) of ONWARD A LEGACY FOUNDATION is 26-0045741.
Is ONWARD A LEGACY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to ONWARD A LEGACY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ONWARD A LEGACY FOUNDATION file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of ONWARD A LEGACY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ONWARD A LEGACY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of ONWARD A LEGACY FOUNDATION?
The 990 for the year ended December 31, 2024 names Charles R Forth Jr.
Who are the officers and directors of ONWARD A LEGACY FOUNDATION?
The 990 for the year ended December 31, 2024 lists 10 people; 1 received compensation from the organization, the highest $37,300 (Charles R Forth Jr, Chief Executive Officer).
How much revenue does ONWARD A LEGACY FOUNDATION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $5,147,847, expenses of $3,846,492 and total assets of $7,978,527 at year end.

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