Nonprofit · EIN 74-2341399
THE SUMMIT FOUNDATION
Tax-exempt · BRECKENRIDGE, CO 80424
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $9,046,610 | $6,686,718 | $2,359,892 | $28,443,818 | $282,748 | $28,161,070 |
| September 30, 2024 | 990 | $6,381,865 | $6,001,722 | $380,143 | $24,933,878 | $188,079 | $24,745,799 |
| September 30, 2023 | 990 | $7,224,766 | $5,163,813 | $2,060,953 | $21,789,741 | $299,449 | $21,490,292 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $7,798,465
- Program service revenue
- $0
- Investment income
- $1,216,577
- Net gain from sales of assets
- $556,334
- Net income from fundraising events
- $31,568
- Other revenue
- $31,568
Expenses
- Grants and similar amounts paid
- $4,972,323
- Compensation of officers, directors and key employees
- $274,442
- Other salaries and wages
- $665,856
- Salaries, compensation and benefits (total)
- $1,111,239
- Professional fundraising fees
- $0
- Legal fees
- $6,557
- Accounting fees
- $92,142
- Occupancy
- $41,412
- Travel
- $32,924
- Depreciation
- $8,543
- Program services (functional)
- $5,387,439
- Management and general (functional)
- $855,530
- Fundraising (functional)
- $443,749
Balance sheet and other
- Total assets, start of year
- $24,933,878
- Total assets, end of year
- $28,443,818
- Total liabilities, end of year
- $282,748
- Net assets, end of year
- $28,161,070
- Land, buildings and equipment
- $8,400
- Publicly traded securities
- $20,486,567
- Net assets without donor restrictions
- $24,560,599
- Net assets with donor restrictions
- $3,600,471
- Gross receipts
- $10,152,282
- Employees
- 11
- Volunteers
- 139
- Year formed
- 1984
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEANNE BISTRANIN | FORMER EXECUTIVE DIRECTOR Officer | 45 | $209,021 | $8,320 |
| CHAD COVELL | FORMER DIRECTOR OF FINANCE Officer | 45 | $121,500 | $17,786 |
| ELLEN REID | EXECUTIVE DIRECTOR Officer | 45 | $0 | $0 |
| TIM APPLEGATE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHRIS BANAS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JAMES BECKMANN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOSH BLANCHARD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHANNON BUHLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TONY BYRD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TONY CAMMARATA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LUELLA CHAVEZ D'ANGELO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JON COPELAND | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DON DANKNER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STEVE DEPPE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| PEGGY HILLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
23 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID HUGHES | BOARD MEMBER Trustee or director | 1 | $0 |
| PAUL KELLY | BOARD MEMBER Trustee or director | 1 | $0 |
| BOB KOPP | BOARD MEMBER Trustee or director | 1 | $0 |
| MEG LASS | BOARD MEMBER Trustee or director | 1 | $0 |
| DUSTIN LYMAN | BOARD MEMBER Trustee or director | 1 | $0 |
| JULIE MAGLIOCCHETTI | BOARD MEMBER Trustee or director | 1 | $0 |
| ROBBINS MANLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| ERIN MCGINNIS | BOARD MEMBER Trustee or director | 1 | $0 |
| EMILY MESSEGEE | BOARD MEMBER Trustee or director | 1 | $0 |
| TONY PESTELLO | BOARD MEMBER Trustee or director | 1 | $0 |
| YIRKA PLATT | BOARD MEMBER Trustee or director | 1 | $0 |
| KELLY RENOUX | BOARD MEMBER Trustee or director | 1 | $0 |
| LOLI RESPINI-POLLARD | BOARD MEMBER Trustee or director | 1 | $0 |
| MIKE SCHILLING | BOARD MEMBER Trustee or director | 1 | $0 |
| ALLISON SIMSON | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID STELZER | BOARD MEMBER Trustee or director | 1 | $0 |
| GINNY VIETTI | BOARD MEMBER Trustee or director | 1 | $0 |
| NELL WAREHAM | BOARD MEMBER Trustee or director | 1 | $0 |
| BARB RANKIN | PRESIDENT Trustee or director | 1 | $0 |
| DAVID PREAUS | VICE PRESIDENT Trustee or director | 1 | $0 |
| NICK BRINKMAN | TREASURER Trustee or director | 1 | $0 |
| SHANNON HAYNES | SECRETARY Trustee or director | 1 | $0 |
| ANDY AERENSON | FORMER PRESIDENT Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 36 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEANNE BISTRANIN | EXECUTIVE DIRECTOR Officer | 45 | $179,167 | $8,634 |
| CHAD COVELL | DIRECTOR OF FINANCE Officer | 45 | $64,809 | $17,541 |
| BARB RANKIN | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| DAVID PREAUS | VICE PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| ANDY AERENSON | PAST PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| NICK BRINKMAN | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SHANNON HAYNES | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| CHRIS BANAS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRIAN BINGE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOSH BLANCHARD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JAMES KBECKMANN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TONY BYRD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TONY CAMMARATA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LUELLA CHAVEZ D'ANGELO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JON COPELAND | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DON DANKNER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEVE DEPPE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MIKE DUDICK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PEGGY HILLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID HUGHES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BOB KOPP | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MEG LASS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DUSTIN LYMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JULIE MAGLIOCCHETTI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBBINS MANLEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EMILY MESSEGEE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TONY PESTELLO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| YIRKA PLATT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KELLY RENOUX | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LOLI RESPINI-POLLARD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MIKE SCHILLING | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRIS SORENSEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID STELZER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| GINNY VIETTI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NELL WAREHAM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JACK WOLFE | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 40 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JEANNE BISTRANIN | EXECUTIVE DIRECTOR Officer | 45 | $165,211 | $11,831 |
| SANDY NELSON | FORMER DIRECTOR OF FINANCE Officer | 45 | $103,474 | $6,234 |
| ANDY AERENSON | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| NICK BRINKMAN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| DAVID HUGHES | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| CINDY BARGELL | PAST PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| CHRIS BANAS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BRIAN BINGE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JOSH BLANCHARD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JIM BECKMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TONY BYRD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEN CAWLEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TONY CAMMARATA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LUELLA CHAVEZ D'ANGELO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JODY CHURICH | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DON DANKNER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEVE DEPPE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MIKE DUDICK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SHANNON HAYNES | TRUSTEE Trustee or director | 1 | $0 | $0 |
| PEGGY HILLER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MEG LASS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DUSTIN LYMAN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JULIE MAGLIOCCHETTI | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ROBBINS MANLEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JULIE MCCLUSKIE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| EMILY MESSEGEE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TONY PESTELLO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID PREAUS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SUSAN PROPPER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BARB RANKIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KELLY RENOUX | TRUSTEE Trustee or director | 1 | $0 | $0 |
| LOLI RESPINI-POLLARD | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MIKE SCHILLING | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEVE SHAPIRO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MARA SHELDON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRIS SORENSEN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| DAVID STELZER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| NELL WAREHAM | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JACK WOLFE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHAD COVELL | DIRECTOR OF FINANCE Officer | 45 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4000, BRECKENRIDGE, CO 80424-4000
- Principal officer (990 for 2024)
- ELLEN REID, PO BOX 4000, BRECKENRIDGE, CO 80424
- Signed the 990
- ELLEN REID, EXECUTIVE DIRECTOR
- Phone
- (970) 453-5970
- Website
- WWW.SUMMITFOUNDATION.ORG
- Return prepared by
- WATSON COON RYAN LLC
Mission
FOR OVER 40 YEARS, THE SUMMIT FOUNDATION HAS BEEN THE TRUSTED PARTNER IN SUPPORTING THE ENTIRE SUMMIT COUNTY COMMUNITY AND PROVIDING STRONG LEADERSHIP TO ADDRESS THE MOST PRESSING COMMUNITY NEEDS. WE ARE RECOGNIZED AS THE LEADING PHILANTHROPIC ORGANIZATION FOR SUMMIT COUNTY AND OUR NEIGHBORING COMMUNITIES. WE ARE COMMITTED TO CREATING EVEN BETTER MOUNTAIN COMMUNITIES BY PROVIDING LEADERSHIP, AND WORKING ACROSS ALL BOUNDARIES.
Program accomplishments
- WE PROVIDE GRANTS AND SUPPORT SERVICES FOR QUALIFIED TAX-EXEMPT ORGANIZATIONS AND SCHOLARSHIPS TO HELP HARD-WORKING STUDENTS ACHIEVE THEIR DREAMS OF COLLEGE OR OTHER POST-SECONDARY EDUCATION. AS THE LOCAL COMMUNITY FOUNDATION, WE ALSO PROVIDE LEADERSHIP AND SEED FUNDING FOR SPECIAL INITIATIVES TO ADDRESS CRITICAL COMMUNITY ISSUES.Expenses $5,387,439 · grants $4,972,323
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 74-2341399
- 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
- 1985
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30Z)
- Assets (IRS master file)
- $28,443,818
- Income (IRS master file)
- $10,152,282
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $9,046,610 | $6,686,718 | $28,443,818 | IRS |
| 990 | September 2024 | $6,381,865 | $6,001,722 | $24,933,878 | XML |
| 990 | September 2023 | $7,224,766 | $5,163,813 | $21,789,741 | XML |
| 990 | September 2022 | $4,939,479 | $4,887,496 | $18,397,790 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 74-2341399).
Questions about THE SUMMIT FOUNDATION
- What is the EIN of THE SUMMIT FOUNDATION?
- The employer identification number (EIN) of THE SUMMIT FOUNDATION is 74-2341399.
- Is THE SUMMIT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to THE SUMMIT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE SUMMIT 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 THE SUMMIT FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE SUMMIT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of THE SUMMIT FOUNDATION?
- The 990 for the year ended September 30, 2025 names ELLEN REID.
- Who are the officers and directors of THE SUMMIT FOUNDATION?
- The 990 for the year ended September 30, 2025 lists 38 people; 2 received compensation from the organization, the highest $209,021 (JEANNE BISTRANIN, FORMER EXECUTIVE DIRECTOR).
- How much revenue does THE SUMMIT FOUNDATION have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $9,046,610, expenses of $6,686,718 and total assets of $28,443,818 at year end.
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- JOHN & MICHELLE STREICH FAMILY FOUNDATION INC EIN 88-4403616 · last filed 990-PF for 2024
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