Nonprofit · EIN 36-7213554
DAKOTA FOUNDATION DTD 122997 HOLADAY A BART TTEE
Also known as HOLADAY A BART TTEE
Tax-exempt · COLORADO SPGS, CO 80949
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $5,015,369 | $1,154,824 | $3,860,545 | $17,656,433 | $52,602 | $17,603,831 |
| December 31, 2023 | 990-PF | $648,972 | $638,068 | $10,904 | $14,180,740 | $6,630 | $14,174,110 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $750,000
- Dividends
- $472,775
- Net gain from sales of assets
- $3,639,878
- Other income
- $152,716
Expenses
- Grants and similar amounts paid
- $524,769
- Compensation of officers, directors and key employees
- $155,588
- Salaries, compensation and benefits (total)
- $17,892
- Disbursements for charitable purposes
- $803,410
- Excise tax on investment income
- $57,336
Balance sheet and other
- Total assets, start of year
- $14,180,740
- Total assets, end of year
- $17,656,433
- Total liabilities, end of year
- $52,602
- Net assets, end of year
- $17,603,831
- Fair market value of assets
- $29,098,283
- Qualifying distributions
- $1,353,410
- Net investment income
- $4,146,704
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Kelsey Nolan PO Box 50971, Colorado Springs, CO 80949 | President and CEO | 40 | $142,732 | $20,226 |
| Erin Finger PO Box 50971, Colorado Springs, CO 80949 | Board Member | 1 | $0 | $0 |
| Peter Villella PO Box 50971, Colorado Springs, CO 80949 | Vice Chairman | 1 | $0 | $0 |
| Catherine Holaday PO Box 50971, Colorado Springs, CO 80949 | Vice Chairman- Emeritus | 1 | $0 | $0 |
| T Justin Bronder PO Box 50971, Colorado Springs, CO 80949 | Board Member | 1 | $0 | $0 |
| Katrina Hancock PO Box 50971, Colorado Springs, CO 80949 | Board Member | 1 | $0 | $0 |
| Samantha Potter PO Box 50971, Colorado Springs, CO 80949 | Board Member | 1 | $0 | $0 |
| Andrew Sellers PO Box 50971, Colorado Springs, CO 80949 | Chairman | 1 | $0 | $0 |
| A Bart Holiday PO Box 50971, Colorado Springs, CO 80949 | Chairman - Emeritus | 2 | $0 | $0 |
| Will Kusler PO Box 50971, Colorado Springs, CO 80949 | Treasurer | 1 | $0 | $0 |
990-PF for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kelsey Nolan PO Box 50971, Colorado Springs, CO 80949 | President and CEO | 40 | $137,353 |
| Janet L Holaday PO Box 50971, Colorado Springs, CO 80949 | Secretary Treasurer | 5 | $0 |
| A Bart Holaday PO Box 50971, Colorado Springs, CO 80949 | Chairman | 5 | $0 |
| Erin Finger PO Box 50971, Colorado Springs, CO 80949 | Board Member | 1 | $0 |
| Brett Holaday PO Box 50971, Colorado Springs, CO 80949 | Board Member | 1 | $0 |
| Will Kusler PO Box 50971, Colorado Springs, CO 80949 | Board Member | 1 | $0 |
| Andrew Sellers PO Box 50971, Colorado Springs, CO 80949 | Board Member | 2 | $0 |
| Peter Villella PO Box 50971, Colorado Springs, CO 80949 | Board Member | 1 | $0 |
| Catherine Holaday PO Box 50971, Colorado Springs, CO 80949 | Vice Chairman | 1 | $0 |
| T Justin Bronder PO Box 50971, Colorado Springs, CO 80949 | Board Member | 1 | $0 |
| Katrina Hancock PO Box 50971, Colorado Springs, CO 80949 | Board Member | 1 | $0 |
| Samantha Potter PO Box 50971, Colorado Springs, CO 80949 | Board Member | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 50971, COLORADO SPGS, CO 80949-0971
- In care of
- % JUDITH VILLELLA
- Signed the 990-PF
- Judith Villella, Accounting and Loan Manager
- Phone
- (505) 228-7320
- Website
- www.dakotafoundation.org
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Check at the IRS |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-7213554
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $19,936,055
- Income (IRS master file)
- $4,490,661
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $5,015,369 | $1,154,824 | $17,656,433 | XML |
| 990-PF | December 2023 | $648,972 | $638,068 | $14,180,740 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 36-7213554).
Questions about DAKOTA FOUNDATION DTD 122997 HOLADAY A BART TTEE
- What is the EIN of DAKOTA FOUNDATION DTD 122997 HOLADAY A BART TTEE?
- The employer identification number (EIN) of DAKOTA FOUNDATION DTD 122997 HOLADAY A BART TTEE is 36-7213554.
- Is DAKOTA FOUNDATION DTD 122997 HOLADAY A BART TTEE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to DAKOTA FOUNDATION DTD 122997 HOLADAY A BART TTEE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DAKOTA FOUNDATION DTD 122997 HOLADAY A BART TTEE file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DAKOTA FOUNDATION DTD 122997 HOLADAY A BART TTEE due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DAKOTA FOUNDATION DTD 122997 HOLADAY A BART TTEE last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of DAKOTA FOUNDATION DTD 122997 HOLADAY A BART TTEE?
- The 990-PF for the year ended December 31, 2024 lists 10 people; 1 received compensation from the organization, the highest $142,732 (Kelsey Nolan, President and CEO).
- How much revenue does DAKOTA FOUNDATION DTD 122997 HOLADAY A BART TTEE have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,015,369, expenses of $1,154,824 and total assets of $17,656,433 at year end.
Other nonprofits in COLORADO SPGS
- CHRISTIAN COMMUNITY FOUNDATION INC EIN 75-1750059 · last filed 990 for 2025
- THE NEW HORIZONS FOUNDATION INC EIN 84-1123082 · last filed 990 for 2024
- EL POMAR FOUNDATION EIN 84-6002373 · last filed 990-PF for 2025
- NORWOOD FOUNDATION EIN 01-0705471 · last filed 990-PF for 2024
- WATERSTONE SUPPORT FOUNDATION INC EIN 84-1430063 · last filed 990 for 2025
- COLORADO SPRINGS HEALTH FOUNDATION EIN 46-1076026 · last filed 990 for 2025
- PIKES PEAK COMMUNITY FOUNDATION EIN 84-1339670 · last filed 990 for 2025
- NATIONAL FOUNDATION INC EIN 54-1230512 · last filed 990 for 2025
All nonprofits in COLORADO SPGS · Colorado · Philanthropy, voluntarism and grantmaking foundations