THE FORT LEWIS COLLEGE FOUNDATION

EIN: 237122114 501(c)(3) Education

DURANGO, CO

Total Revenue
$15,465,008
Total Expenses
$9,054,322
Total Assets
$70,801,215
Net Assets
$69,991,238
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1969
Legal Domicile
CO
Principal Officer
STEVE SHORT
Phone
9703826941
Tax Period
2024-07-01 to 2025-06-30

THE FORT LEWIS COLLEGE FOUNDATION, founded in 1969, is a mid-sized nonprofit in the Education sector that reported $15.5M in total revenue in fiscal year 2024. Revenue fell 44% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $6.4M, a strong 41% operating margin.

Mission

ENRICHING EDUCATIONAL AND CULTURAL OPPORTUNITIES AT FORT LEWIS COLLEGE THROUGH PHILANTHROPY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $8,235,288
Program Service Revenue $45,000
Investment Income $7,038,127
Other Revenue $146,593
TOTAL REVENUE $15,465,008

Expense Breakdown

Grants Paid $7,682,556
Salaries & Benefits $0
Fundraising Expenses $287,739
Program Expenses $7,901,478
Other Expenses $1,371,766
TOTAL EXPENSES $9,054,322

Year-over-Year Comparison

2024 2023 Change
Revenue $15,465,008 $27,435,388 -0.4%
Expenses $9,054,322 $9,359,757 0.0%
Net Income $6,410,686 $18,075,631 -0.6%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
26
Independent Members
26
Employees
N/A
Volunteers
28

Governance Policies

✓ Conflict of Interest Policy
✓ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
⚠ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✓ Engaged in Lobbying
✗ Operated Donor Advised Fund
✓ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$0
Total Directors
28
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEVE SHORT CHAIR 6.00
Officer Director
$0 $0 $0
JASON PORTZ- DIRECTOR THRU 10/24) / VICE CHAIR (FROM 10/24) 6.00
Officer Director
$0 $0 $0
DAN KORMAN SECRETARY (THRU 10/24) 6.00
Officer Director
$0 $0 $0
ASHLEY FRENCH SECRETARY (FROM 10/24) 6.00
Officer Director
$0 $0 $0
JOANN HARDS TREASURER 6.00
Officer Director
$0 $0 $0
AL HARPER- VICE CHAIR (THRU 10/24)/ DIRECTOR (FROM 10/24) 6.00
Director
$0 $0 $0
KEITH NEWBOLD DIRECTOR 6.00
Director
$0 $0 $0
MARCHALL FLETCHER DIRECTOR 6.00
Director
$0 $0 $0
GENE BRADLEY DIRECTOR 2.00
Director
$0 $0 $0
TERRY BACON DIRECTOR 2.00
Director
$0 $0 $0
RICHARD BALLANTINE DIRECTOR 2.00
Director
$0 $0 $0
RAY BOUCHER DIRECTOR 2.00
Director
$0 $0 $0
CHUCK CARSON DIRECTOR 2.00
Director
$0 $0 $0
MITCH DYE DIRECTOR (THRU 10/24) 2.00
Director
$0 $0 $0
JANET MOSHER DIRECTOR 2.00
Director
$0 $0 $0
BRAD TAFOYA DIRECTOR 2.00
Director
$0 $0 $0
DAVE WEST DIRECTOR 2.00
Director
$0 $0 $0
LIZ PERRY DIRECTOR 2.00
Director
$0 $0 $0
DON MAPEL DIRECTOR 2.00
Director
$0 $0 $0
DEB JACKSON-BLISS DIRECTOR 2.00
Director
$0 $0 $0
NATE LEE DIRECTOR 2.00
Director
$0 $0 $0
KATHY SINTON DIRECTOR 2.00
Director
$0 $0 $0
JOHN WELLS DIRECTOR 2.00
Director
$0 $0 $0
ROGER PTOLEMY DIRECTOR 2.00
Director
$0 $0 $0
ERIC JONES DIRECTOR 2.00
Director
$0 $0 $0
DEBRA PARMENTER DIRECTOR 2.00
Director
$0 $0 $0
SCOTT SAMUELSON DIRECTOR 2.00
Director
$0 $0 $0
JIM MOREHART DIRECTOR 2.00
Director
$0 $0 $0
MELISSA MOUNT CHIEF EXECUTIVE OFFICER 40.00
Officer
$0 $0 $0
CHERYL HEITZ CHIEF FINANCIAL OFFICER 32.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $15,465,008 $9,054,322 $70,801,215 $6,410,686
2024 $27,435,388 $9,359,757 $64,681,880 $18,075,631
2023 $12,777,566 $7,341,656 $47,004,740 $5,435,910
2023 $12,777,566 $7,341,656 $47,004,740 $5,435,910
2022 $11,431,239 $6,951,366 $38,090,331 $4,479,873
2021 $4,791,701 $3,066,505 $37,654,064 $1,725,196
2020 $6,598,907 $3,143,972 $32,726,437 $3,454,935
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