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Nonprofit · EIN 74-2358522

THE WELD TRUST

Also known as NORTH COLORADO MED CTR

Tax-exempt · GREELEY, CO 80631

Financials

$13.2M$20M2023$35.2M$56.9M2024
Revenue Expenses · by fiscal year end
Financials of THE WELD TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$35,230,264$56,862,725-$21,632,461$578,882,286$48,728,720$530,153,566
December 31, 2023990$13,215,829$20,042,722-$6,826,893$550,587,263$21,437,834$529,149,429
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$34,894,284
Royalties
$253,442
Net rental income
$62,106
Net gain from sales of assets
$22,515,874
Other revenue
$335,980

Expenses

Grants and similar amounts paid
$51,734,407
Compensation of officers, directors and key employees
$274,942
Other salaries and wages
$1,401,898
Salaries, compensation and benefits (total)
$1,891,231
Professional fundraising fees
$0
Legal fees
$17,557
Accounting fees
$43,249
Occupancy
$51,835
Travel
$30,352
Depreciation
$179,590
Program services (functional)
$51,734,407
Management and general (functional)
$5,128,318

Balance sheet and other

Total assets, start of year
$550,587,263
Total assets, end of year
$578,882,286
Total liabilities, end of year
$48,728,720
Net assets, end of year
$530,153,566
Land, buildings and equipment
$11,684,675
Publicly traded securities
$430,149,478
Net assets without donor restrictions
$530,153,566
Gross unrelated business income
-$81,500
Gross receipts
$262,442,149
Employees
0
Volunteers
11
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
RAMON SERRANOCHIEF FINANCIAL OFFICER(THRU NOV)
Highest-paid employee
32$177,736$50,095
JEFFREY CARLSONCHIEF EXECUTIVE OFFICER
Officer
32$199,592$24,476
KYLE HOLMANDIRECTOR OF HEALTH GRANTS
Highest-paid employee
40$156,659$49,131
MIKE BONDCHIEF OPERATING OFFICER
Highest-paid employee
32$168,366$30,447
RHONDA MOREHEADDIRECTOR OF COMMUNICATIONS
Highest-paid employee
32$146,031$35,027
DOUG ELLIOTDIRECTOR OF EDUCATION GRANTS
Highest-paid employee
36$128,449$46,801
TOM GRANTPRESIDENT & CHAIR
Trustee or director, Officer
1$0$0
BRANDON HOUTCHENSVICE CHAIR
Trustee or director, Officer
1$0$0
ROBERT MURPHYTREASURER
Trustee or director, Officer
1$0$0
MARK LAWLEYSECRETARY
Trustee or director, Officer
1$0$0
VICKI WILSON PHD RNDIRECTOR
Trustee or director
1$0$0
MIKE SIMONEDIRECTOR
Trustee or director
1$0$0
TRAVIS GILLMOREDIRECTOR
Trustee or director
1$0$0
ROSE STOLLERDIRECTOR
Trustee or director
1$0$0
JASON YEATERDIRECTOR
Trustee or director
1$0$0
2 more people on this return
NameTitleHours / weekCompensation
JOHN DOLLARHIDEDIRECTOR
Trustee or director
1$0
TIMOTHY BRYNTESONDIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2023: 16 people
NameTitleHours / weekCompensationOther / benefits
JEFFREY CARLSONCHIEF EXECUTIVE OFFICER
Officer
40$205,648$22,627
MIKE BONDCHIEF OPERATING OFFICER
Officer
40$161,331$24,560
KYLE HOLMANDIRECTOR OF HEALTH GRANTS
Highest-paid employee
40$154,355$28,493
RHONDA MOREHEADDIRECTOR OF COMMUNICATIONS
Highest-paid employee
40$143,307$21,110
RAMON SERRANOCHIEF FINANCIAL OFFICER
Officer
40$143,951$17,238
TOM GRANTPRESIDENT & CHAIR
Trustee or director, Officer
1$0$0
BRANDON HOUTCHENSVICE CHAIR
Trustee or director, Officer
1$0$0
ROBERT MURPHYTREASURER
Trustee or director, Officer
1$0$0
MARK LAWLEYSECRETARY
Trustee or director, Officer
1$0$0
VICKI WILSON PHD RNDIRECTOR
Trustee or director
1$0$0
MIKE SIMONEDIRECTOR
Trustee or director
1$0$0
TRAVIS GILLMOREDIRECTOR
Trustee or director
1$0$0
ROSE STOLLERDIRECTOR
Trustee or director
1$0$0
JASON YEATERDIRECTOR
Trustee or director
1$0$0
JOHN DOLLARHIDEDIRECTOR
Trustee or director
1$0$0
TIMOTHY BRYNTESONDIRECTOR
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
815 8TH AVE, GREELEY, CO 80631-1102
Principal officer (990 for 2024)
TOM GRANT, 815 8TH AVENUE, GREELEY, CO 80631
Signed the 990
JEFFREY CARLSON, CHIEF EXECUTIVE OFFICER
Phone
(970) 350-6052
Return prepared by
EIDE BAILLY LLP

Mission

THE WELD TRUST AWARDS GRANTS RELATED TO HEALTH AND EDUCATION TO NONPROFITS, SCHOOLS AND GOVERNMENT ENTITIES TO ENHANCE THE LIVES OF WELD COUNTY RESIDENTS.

990 for the year ended December 31, 2024

Program accomplishments

  • THE WELD TRUST AWARDS GRANTS RELATED TO HEALTH AND EDUCATION TO NONPROFITS, SCHOOLS AND GOVERNMENT ENTITIES TO ENHANCE THE LIVES OF WELD COUNTY RESIDENTS.
    Expenses $51,734,407 · grants $51,734,407

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
74-2358522
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type II
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2021
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E11)
Assets (IRS master file)
$578,882,286
Income (IRS master file)
$262,442,149

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$35,230,264$56,862,725$578,882,286XML
990-TDecember 2024–––IRS
990December 2023$13,215,829$20,042,722$550,587,263XML
990-TDecember 2023–––IRS
990December 2022$14,144,129$18,928,462$511,590,784IRS
990-TDecember 2022–––IRS
990December 2021–––IRS
990-TDecember 2021–––IRS
990December 2020–––IRS
990December 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 74-2358522).

Questions about THE WELD TRUST

What is the EIN of THE WELD TRUST?
The employer identification number (EIN) of THE WELD TRUST is 74-2358522.
Is THE WELD TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to THE WELD TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does THE WELD TRUST 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 WELD TRUST 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 THE WELD TRUST 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 THE WELD TRUST?
The 990 for the year ended December 31, 2024 names TOM GRANT.
Who are the officers and directors of THE WELD TRUST?
The 990 for the year ended December 31, 2024 lists 17 people; 6 received compensation from the organization, the highest $177,736 (RAMON SERRANO, CHIEF FINANCIAL OFFICER(THRU NOV)).
How much revenue does THE WELD TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $35,230,264, expenses of $56,862,725 and total assets of $578,882,286 at year end.

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