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Nonprofit · EIN 84-1158256

THOMPSON R2-J EDUCATION FOUNDATION

Tax-exempt · LOVELAND, CO 80537

Financials

$867K$752K2022$1M$869K2023$1000K$827K2024
Revenue Expenses · by fiscal year end
Financials of THOMPSON R2-J EDUCATION FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$999,795$827,105$172,690$2,034,274$39,103$1,995,171
June 30, 2024990$1,020,968$869,110$151,858$1,792,869$30,357$1,762,512
June 30, 2023990$866,594$752,113$114,481$1,605,282$30,424$1,574,858
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$1,067,897
Program service revenue
$14,995
Investment income
$57,870
Net gain from sales of assets
$9,005
Net income from fundraising events
-$140,967
Other revenue
-$140,967

Expenses

Grants and similar amounts paid
$461,525
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,800
Travel
$5,900
Program services (functional)
$721,200
Management and general (functional)
$97,505
Fundraising (functional)
$8,400

Balance sheet and other

Total assets, start of year
$1,792,869
Total assets, end of year
$2,034,274
Total liabilities, end of year
$39,103
Net assets, end of year
$1,995,171
Publicly traded securities
$1,077,663
Gross receipts
$1,199,156
Employees
0
Volunteers
136
Year formed
1989
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
KIM AKELEY-CHARRONEXECUTIVE DIRECTOR
Officer
40$0$92,886$40,072
CELESTE SMITHPRESIDENT
Trustee or director, Officer
5$0$0$0
BRIAN CULLINSVICE PRESIDENT
Trustee or director, Officer
4$0$0$0
MATT THIESTREASURER
Trustee or director, Officer
4$0$0$0
LAUREN HAUGSECRETARY
Trustee or director, Officer
3$0$0$0
PAUL BARONDIRECTOR
Trustee or director
3$0$0$0
STEPHANIE CHAPPLEDIRECTOR
Trustee or director
3$0$0$0
WILL DELMARDIRECTOR
Trustee or director
3$0$0$0
CODY FULLMERDIRECTOR
Trustee or director
3$0$0$0
LORI HVIZDA WARDDIRECTOR
Trustee or director
3$0$0$0
BOB HERRMANNDIRECTOR
Trustee or director
3$0$0$0
RICK BOWLESDIRECTOR
Trustee or director
3$0$0$0
TRACY ROLLERDIRECTOR
Trustee or director
3$0$0$0
BRANDY GRIEVESDIRECTOR
Trustee or director
3$0$0$0
SARAH WALGASTDIRECTOR
Trustee or director
3$0$0$0
990 for the year ended June 30, 2024: 16 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
KIM AKELEY-CHARRONEXECUTIVE DIRECTOR
Officer
40$0$88,716$38,136
CELESTE SMITHPRESIDENT
Trustee or director, Officer
3$0$0$0
BRIAN CULLINSVICE PRESIDENT
Trustee or director, Officer
5$0$0$0
MATT THIESTREASURER
Trustee or director, Officer
3$0$0$0
LAUREN HAUGSECRETARY
Trustee or director, Officer
3$0$0$0
PAUL BARONDIRECTOR
Trustee or director
3$0$0$0
STEPHANIE CHAPPLEDIRECTOR
Trustee or director
3$0$0$0
WILL DELMARDIRECTOR
Trustee or director
3$0$0$0
CODY FULLMERDIRECTOR
Trustee or director
5$0$0$0
LORI HVIZDA WARDDIRECTOR
Trustee or director
3$0$0$0
JASON HATCHDIRECTOR
Trustee or director
3$0$0$0
RICK BOWLESDIRECTOR
Trustee or director
3$0$0$0
DANIELLE FEENEYDIRECTOR
Trustee or director
3$0$0$0
BRANDY GRIEVESDIRECTOR
Trustee or director
3$0$0$0
SARAH WALGASTDIRECTOR
Trustee or director
3$0$0$0
ERIC WEEDINDIRECTOR
Trustee or director
3$0$0$0
990 for the year ended June 30, 2023: 16 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Danielle FeeneyDirector
Trustee or director
3$0$123,967$35,488
Brandy GrievesDirector
Trustee or director
3$0$108,013$32,065
Sarah WalgastDirector
Trustee or director
3$0$100,830$30,492
Kim Akeley-CharronExecutive Director
Officer
40$0$88,952$27,987
Lori Hvizda WardDirector
Trustee or director
3$0$4,411$931
Paul BaronDirector
Trustee or director
3$0$0$0
Blas EstradaSecretary
Trustee or director, Officer
3$0$0$0
Brian CullinsDirector
Trustee or director
3$0$0$0
Jason HatchDirector
Trustee or director
3$0$0$0
Eric WeedinDirector
Trustee or director
3$0$0$0
Cody FullmerVice President
Trustee or director, Officer
5$0$0$0
Lauren HaugPresident
Trustee or director, Officer
5$0$0$0
Diane LapierreDirector
Trustee or director
3$0$0$0
Celeste SmithDirector
Trustee or director
3$0$0$0
Matt ThiesTreasurer (Current)
Trustee or director, Officer
3$0$0$0
Stephanie ChappleDirector
Trustee or director
3$0$0$0

Address and contacts

Address (IRS master file)
800 S TAFT AVE, LOVELAND, CO 80537-6347
In care of
% WESLEY D FOTHERGILL
Principal officer (990 for 2024)
KIM AKELEY-CHARRON, 800 S TAFT AVENUE, LOVELAND, CO 80537
Signed the 990
KIM AKELEY-CHARRON, EXECUTIVE DIRECTOR
Phone
(970) 613-5074
Return prepared by
BROCK AND COMPANY CPAS PC

Mission

EXCEPTIONAL EDUCATIONAL EXPERIENCES FOR STUDENTS AND EDUCATORS IN THE THOMPSON SCHOOL DISTRICT.

990 for the year ended June 30, 2025

Program accomplishments

  • COMMUNITY FOUNDATION PARTNERSHIP FUND - THIS FUND WAS ESTABLISHED TO RECEIVE AND DISBURSE MONIES FROM THE COMMUNITY FOUNDATION OF NORTHERN COLORADO FOR VARIOUS SCHOLARSHIPS FOR GRADUATING SENIORS, INCLUDING THE DOYLE & LUVESTA FRANCES JONES SCHOLARSHIP, THE FORD SCHOLARSHIP, THE JABAILY COMMUNITY SERVICE SCHOLARSHIP, THE SETHRE SCHOLARSHIP AND THE MCKEE FERGUSON SCHOLARSHIP, BENEFITING 33 STUDENTS. THE FUND ALSO RECEIVES AND DISBURSES MONEY FOR THE WINDOWS ON THE WORLD (WOW) TRAVEL GRANT FOR ONE STAFF MEMBER.
    Expenses $6,762 · grants $149,300 · revenue $141
  • BERTHOUD SCHOOLS FUND - FUNDS ARE RAISED THROUGH THE ANNUAL BERTHOUD BASH EVENT TO PURCHASE NEEDED ITEMS TO IMPROVE EDUCATIONAL OPPORTUNITIES FOR THE SCHOOLS AND EARLY CHILDHOOD CENTERS IN BERTHOUD, BENEFITING 2,026 STUDENTS.
    Expenses $72,530 · revenue $1,508
  • LOVELAND ROTARY SCHOLARSHIP FUND - THIS FUND WAS ESTABLISHED TO RECEIVE AND DISBURSE MONIES FROM THE LOVELAND ROTARY CLUB FOR BOTH ACADEMIC AND VOCATIONAL SCHOLARSHIPS FOR GRADUATING SENIORS, BENEFITING 31 STUDENTS.
    Expenses $4,747 · grants $86,250 · revenue $99
  • Expenses $637,161 · grants $225,975 · revenue $13,247

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
84-1158256
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
1991
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B90)
Assets (IRS master file)
$2,034,274
Income (IRS master file)
$1,199,156

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$999,795$827,105$2,034,274IRS
990June 2024$1,020,968$869,110$1,792,869XML
990June 2023$866,594$752,113$1,605,282XML
990June 2022$823,305$702,516$1,537,311IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––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 84-1158256).

Questions about THOMPSON R2-J EDUCATION FOUNDATION

What is the EIN of THOMPSON R2-J EDUCATION FOUNDATION?
The employer identification number (EIN) of THOMPSON R2-J EDUCATION FOUNDATION is 84-1158256.
Is THOMPSON R2-J EDUCATION FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
Are donations to THOMPSON R2-J EDUCATION FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does THOMPSON R2-J EDUCATION 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 THOMPSON R2-J EDUCATION 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 THOMPSON R2-J EDUCATION 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 THOMPSON R2-J EDUCATION FOUNDATION?
The 990 for the year ended June 30, 2025 names KIM AKELEY-CHARRON.
Who are the officers and directors of THOMPSON R2-J EDUCATION FOUNDATION?
The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
How much revenue does THOMPSON R2-J EDUCATION FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $999,795, expenses of $827,105 and total assets of $2,034,274 at year end.

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