Skip to main content

Nonprofit · EIN 74-2250921

COLORADO LAWYER TRUST ACCOUNT FOUNDATION

Also known as COLTAF

Tax-exempt · FORT COLLINS, CO 80528

Financials

$11.4M$6.1M2022$20.2M$9.9M2023$20.9M$10.1M2024
Revenue Expenses · by fiscal year end
Financials of COLORADO LAWYER TRUST ACCOUNT FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$20,932,916$10,091,973$10,840,943$32,243,504$1,194,336$31,049,168
June 30, 2024990$20,237,016$9,939,642$10,297,374$27,532,558$7,324,333$20,208,225
June 30, 2023990$11,405,287$6,137,154$5,268,133$15,689,108$5,778,257$9,910,851
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$126,579
Program service revenue
$19,221,568
Investment income
$1,369,083
Other revenue
$215,686

Expenses

Grants and similar amounts paid
$9,721,000
Compensation of officers, directors and key employees
$64,496
Other salaries and wages
$120,704
Salaries, compensation and benefits (total)
$220,445
Professional fundraising fees
$0
Accounting fees
$17,825
Occupancy
$15,742
Travel
$11,067
Program services (functional)
$9,721,000
Management and general (functional)
$370,973

Balance sheet and other

Total assets, start of year
$27,532,558
Total assets, end of year
$32,243,504
Total liabilities, end of year
$1,194,336
Net assets, end of year
$31,049,168
Net assets without donor restrictions
$29,448,717
Net assets with donor restrictions
$1,600,451
Gross receipts
$20,932,916
Employees
0
Volunteers
0
Year formed
1982
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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Jordan Bates-RogersExecutive Director
Officer
20$0$121,050$3,053
Sam NiebruggePresident
Trustee or director, Officer
4$0$0$0
Elizabeth A OchVice President
Trustee or director, Officer
4$0$0$0
Erin M EiseleinSecretary
Trustee or director, Officer
4$0$0$0
Kim EilberTreasurer
Trustee or director, Officer
4$0$0$0
Amanda HopkinsTrustee
Trustee or director
1$0$0$0
Angela D BoykinsTrustee
Trustee or director
1$0$0$0
Ben SparksTrustee
Trustee or director
1$0$0$0
C Adam FosterTrustee
Trustee or director
1$0$0$0
Chris NichollTrustee
Trustee or director
1$0$0$0
Clarissa CollierTrustee
Trustee or director
1$0$0$0
Jeffrey M KaneTrustee
Trustee or director
1$0$0$0
Julie GiffordTrustee
Trustee or director
1$0$0$0
Klaralee R CharltonTrustee
Trustee or director
1$0$0$0
Matthew R BacaTrustee
Trustee or director
1$0$0$0
4 more people on this return
NameTitleHours / weekCompensation
Trung NguyenTrustee
Trustee or director
1$0
William J MartinezTrustee
Trustee or director
1$0
David JohnsonTrustee (thru October 2024)
Trustee or director
1$0
Steven PatrickTrustee (thru October 2024)
Trustee or director
1$0
990 for the year ended June 30, 2024: 18 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Diana PooleExecutive Director (Retired 1/31/24)
Officer
40$0$122,730$12,383
David M JohnsonPresident
Trustee or director, Officer
4$0$0$0
Sam NiebruggeVice President
Trustee or director, Officer
4$0$0$0
Erin M EiseleinSecretary
Trustee or director, Officer
4$0$0$0
Kim EilberTreasurer
Trustee or director, Officer
4$0$0$0
Angela D BoykinsTrustee
Trustee or director
1$0$0$0
C Adam FosterTrustee
Trustee or director
1$0$0$0
Chris NichollTrustee
Trustee or director
1$0$0$0
Chuong M LeTrustee
Trustee or director
1$0$0$0
Clarissa CollierTrustee
Trustee or director
1$0$0$0
Elizabeth A OchTrustee
Trustee or director
1$0$0$0
J Steven PatrickTrustee
Trustee or director
1$0$0$0
Jeffrey M KaneTrustee
Trustee or director
1$0$0$0
Julie GiffordTrustee
Trustee or director
1$0$0$0
Matthew R BacaTrustee
Trustee or director
1$0$0$0
Trung NguyenTrustee
Trustee or director
1$0$0$0
William J MartinezTrustee
Trustee or director
1$0$0$0
Jordan Bates-RogersExecutive Director
Officer
40$0$0$0
990 for the year ended June 30, 2023: 17 people
NameTitleHours / weekCompensationFrom related orgs
DIANA M POOLEExecutive Dir.
Officer
0$0$120,233
CHUONG M LEPresident
Trustee or director, Officer
4$0$0
DAVID M JOHNSONVice President
Trustee or director, Officer
4$0$0
ERIN M EISELEINSecretary
Trustee or director, Officer
4$0$0
SAM NIEBRUGGETreasurer
Trustee or director, Officer
4$0$0
ELIZABETH AIGLERDirector
Trustee or director
1$0$0
MATTHEW R BACADirector
Trustee or director
1$0$0
ANGELA D BOYKINSDirector
Trustee or director
1$0$0
CLARISSA COLLIERDirector
Trustee or director
1$0$0
KIM EILBERDirector
Trustee or director
1$0$0
C ADAM FOSTERDirector
Trustee or director
1$0$0
JULIE GIFFORDDirector
Trustee or director
1$0$0
JEFFREY M KANEDirector
Trustee or director
1$0$0
WILLIAM J MARTINEZDirector
Trustee or director
1$0$0
TRUNG NGUYENDirector
Trustee or director
1$0$0
ELIZABETH A OCHDirector
Trustee or director
1$0$0
J STEVEN PATRICKDirector
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
2580 E HARMONY RD STE 201, FORT COLLINS, CO 80528-9632
Principal officer (990 for 2024)
Jordan Bates-Rogers, 1120 Lincoln Street 701, Denver, CO 80203
Signed the 990
Jordan Bates-Rogers, Executive Director
Phone
(303) 863-7221
Return prepared by
BiggsKofford PC

Mission

Funding of legal services, pro-bono, and legal education projects.

990 for the year ended June 30, 2025

Program accomplishments

  • Funding of legal services, pro-bono, and legal education projects.
    Expenses $9,721,000 · grants $9,721,000 · revenue $19,221,568

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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
74-2250921
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1991
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$32,243,504
Income (IRS master file)
$20,932,916

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$20,932,916$10,091,973$32,243,504IRS
990June 2024$20,237,016$9,939,642$27,532,558XML
990June 2023$11,405,287$6,137,154$15,689,108XML
990June 2022$1,861,960$2,640,590$7,198,603IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2018–––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 74-2250921).

Questions about COLORADO LAWYER TRUST ACCOUNT FOUNDATION

What is the EIN of COLORADO LAWYER TRUST ACCOUNT FOUNDATION?
The employer identification number (EIN) of COLORADO LAWYER TRUST ACCOUNT FOUNDATION is 74-2250921.
Is COLORADO LAWYER TRUST ACCOUNT FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to COLORADO LAWYER TRUST ACCOUNT FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does COLORADO LAWYER TRUST ACCOUNT 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 COLORADO LAWYER TRUST ACCOUNT FOUNDATION due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did COLORADO LAWYER TRUST ACCOUNT FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of COLORADO LAWYER TRUST ACCOUNT FOUNDATION?
The 990 for the year ended June 30, 2025 names Jordan Bates-Rogers.
Who are the officers and directors of COLORADO LAWYER TRUST ACCOUNT FOUNDATION?
The 990 for the year ended June 30, 2025 lists 19 people; 0 received compensation from the organization.
How much revenue does COLORADO LAWYER TRUST ACCOUNT FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $20,932,916, expenses of $10,091,973 and total assets of $32,243,504 at year end.

Other nonprofits in FORT COLLINS

All nonprofits in FORT COLLINS · Colorado · Crime and legal-related