Nonprofit · EIN 84-0718355
WELD LEGACY FOUNDATION
Tax-exempt · GREELEY, CO 80631
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,226,551 | $7,845,198 | -$3,618,647 | $34,313,299 | $3,577,133 | $30,736,166 |
| December 31, 2023 | 990 | $11,204,758 | $2,754,843 | $8,449,915 | $33,567,303 | $828,884 | $32,738,419 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,683,769
- of which government grants
- $1,031,308
- Program service revenue
- $25,320
- Investment income
- $1,524,151
- Net gain from sales of assets
- $491,035
- Net income from fundraising events
- -$7,048
- Other revenue
- -$6,689
Expenses
- Grants and similar amounts paid
- $7,108,383
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $1,464
- Depreciation
- $65,612
- Program services (functional)
- $7,143,650
- Management and general (functional)
- $374,955
- Fundraising (functional)
- $326,593
Balance sheet and other
- Total assets, start of year
- $33,567,303
- Total assets, end of year
- $34,313,299
- Total liabilities, end of year
- $3,577,133
- Net assets, end of year
- $30,736,166
- Land, buildings and equipment
- $220,824
- Publicly traded securities
- $25,088,632
- Net assets without donor restrictions
- $6,377,027
- Net assets with donor restrictions
- $24,359,139
- Gross receipts
- $12,886,130
- Employees
- 0
- Volunteers
- 207
- Year formed
- 1975
- 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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY CARLSON | CHIEF EXECUTIVE OFFICER Officer | 8 | $0 | $49,898 | $6,119 |
| TOM GRANT | PRESIDENT & CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRANDON HOUTCHENS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT MURPHY | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARK LAWLEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| VICKI WILSON PHD RN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIKE SIMONE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TRAVIS GILLMORE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROSE STOLLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JASON YEATER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN DOLLARHIDE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TIMOTHY BRYNTESON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY CARLSON | CHIEF EXECUTIVE OFFICER Officer | 10 | $0 | $51,412 | $5,657 |
| MIKE BOND | CHIEF OPERATING OFFICER Officer | 10 | $0 | $40,333 | $6,140 |
| RAMON SERRANO | CHIEF FINANCIAL OFFICER Officer | 10 | $0 | $35,988 | $4,310 |
| TOM GRANT | PRESIDENT & CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BRANDON HOUTCHENS | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT MURPHY | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARK LAWLEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| VICKI WILSON PHD RN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIKE SIMONE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TRAVIS GILLMORE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROSE STOLLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JASON YEATER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JOHN DOLLARHIDE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TIMOTHY BRYNTESON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 815 8TH AVE, GREELEY, CO 80631-1102
- Principal officer (990 for 2024)
- JEFFREY CARLSON, 815 8TH AVENUE, GREELEY, CO 80631
- Signed the 990
- JEFFREY CARLSON, CHIEF EXECUTIVE OFFICER
- Phone
- (970) 356-9020
- Website
- HTTPS://WELDLEGACY.ORG
- Return prepared by
- EIDE BAILLY LLP
Mission
WELD LEGACY FOUNDATION AWARDS GRANTS RELATED TO HEALTH AND EDUCATION TO NONPROFITS, SCHOOLS AND GOVERNMENT ENTITIES TO ENHANCE THE LIVES OF WELD COUNTY RESIDENTS.
Program accomplishments
- VARIOUS GRANTS ARE MADE TO ENHANCE WELD LEGACY FOUNDATION'S ABILITY TO DELIVER HEALTHCARE TO THE NORTHERN COLORADO COMMUNITY. OTHER LOCAL NONPROFIT ORGANIZATIONS ALSO BENEFIT FROM GRANTS MADE BY THE WELD LEGACY FOUNDATION.Expenses $6,264,100 · grants $6,228,833
- MONFORT CHILDREN'S CLINIC THIS PROGRAM PROVIDES HEALTHCARE TO THE CHILDREN OF LOW-INCOME FAMILIES IN WELD COUNTY AND AVERAGES 6,000 PATIENTS AND 13,000 VISITS PER YEAR. IT IS OWNED BY THE FOUNDATION AND WAS OPERATED BY THE FOUNDATION UNTIL OCTOBER 2001. AT THAT TIME, SUNRISE COMMUNITY HEALTH CENTER, AN UNRELATED TAX-EXEMPT ORGANIZATION, LEASED THE CLINIC AND ASSUMED RESPONSIBILITY FOR DAY-TO-DAY OPERATIONS.Expenses $705,000 · grants $705,000 · revenue $25,320
- CURTIS STRONG CENTER FOR THE VISUALLY IMPAIRED - THIS PROGRAM WAS ESTABLISHED IN AUGUST 2004 TO MAXIMIZE REMAINING VISION WHEN THE PATIENT'S VISION CANNOT BE CORRECTED OR MEDICALLY OR SURGICALLY RESTORED. THE CENTER PROVIDES AN ASSESSMENT OF VISION LOSS, IDENTIFIES AIDS TO OPTIMIZE REMAINING VISION, AND OFFERS EDUCATION ON THE USE OF THE DEVICES AS WELL AS LIFE SKILLS AND MOBILITY TRAINING. THE CENTER IS SUPPORTED BY THE FOUNDATION AND IS OPERATED BY ENSIGHT SKILLS CENTER, AN UNRELATED THIRD PARTY.Expenses $174,550 · grants $174,550
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 84-0718355
- 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
- 1978
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E110)
- Assets (IRS master file)
- $34,313,299
- Income (IRS master file)
- $12,886,130
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,226,551 | $7,845,198 | $34,313,299 | IRS |
| 990 | December 2023 | $11,204,758 | $2,754,843 | $33,567,303 | XML |
| 990 | December 2022 | $1,535,969 | $1,535,458 | $29,729,233 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 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 84-0718355).
Questions about WELD LEGACY FOUNDATION
- What is the EIN of WELD LEGACY FOUNDATION?
- The employer identification number (EIN) of WELD LEGACY FOUNDATION is 84-0718355.
- Is WELD LEGACY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to WELD LEGACY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does WELD 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 WELD 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 WELD 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 WELD LEGACY FOUNDATION?
- The 990 for the year ended December 31, 2024 names JEFFREY CARLSON.
- Who are the officers and directors of WELD LEGACY FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 12 people; 0 received compensation from the organization.
- How much revenue does WELD LEGACY FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,226,551, expenses of $7,845,198 and total assets of $34,313,299 at year end.
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- COLORADO MISSION OF MERCY INC EIN 27-1586585 · last filed 990 for 2025
- ROCKY MOUNTAIN MEDICAL OUTFITTING & RECYCLING EIN 20-4683507 · last filed 990 for 2024
- FRANK GALE FAITH NOT FEAR EIN 87-4532181 · last filed 990 for 2025
- BEATITUDE CARE FOUNDATION EIN 82-1595300 · last filed 990-EZ for 2025
- ZACS LEGACY CHILDHOOD CANCER FUND EIN 84-1567130 · last filed 990-EZ for 2025