This organization files Form 990, which has no section for application policy. Its filings cannot say either way.
The latest filing we hold carries no statement about applications. That is not the same as closed: public-charity Form 990s have no field for it, and many foundations leave the section blank.
Giving by year
Total assets by year
| Year | Form | Revenue | Expenses | Giving | Assets | Net assets |
|---|---|---|---|---|---|---|
| FY2024 | 990 | $18,663,032 | $19,089,886 | $100,000 | $29,745,295 | $16,057,416 |
| FY2023 | 990 | $16,645,103 | $18,723,040 | $200,000 | $29,801,201 | $15,878,888 |
| FY2022 | 990 | $14,047,577 | $15,675,976 | $292,220 | $29,295,721 | $15,924,416 |
| FY2021 | 990 | $13,414,601 | $13,175,619 | $0 | $30,192,603 | $20,466,432 |
| FY2020 | 990 | $13,697,673 | $11,912,412 | $0 | $27,018,468 | $18,546,389 |
Figures are as reported on the e-filed return, with no restatement. Fiscal years are the funder's own tax year, labelled by the calendar year the period ends in. A blank line means the return does not carry that figure; a real zero shows as $0. When an amended return replaces an original, every figure here uses the amended return. The original is not shown. Giving is what the funder actually paid out toward its charitable purpose in the year (qualifying distributions on Form 990-PF, charitable disbursements otherwise). Assets are what it holds; giving is what moves.
| Recipient | Purpose | Amount | Year | Source |
|---|---|---|---|---|
| INVESTMENTS AND WEALTH FOUNDATIONGREENWOOD VILLAGE, CO | GENERAL SUPPORT | $200,000 | 2023 | |
Recipients are shown as the funder wrote them on the return. A recipient with a link was matched to an organization record; the rest stay as reported and are never guessed.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sean Walters | CEO | 40.00 | $562,077 |
| Angela Lutterman | CFO/COO | 40.00 | $267,697 |
| Ross Riskin | CLO | 40.00 | $240,984 |
| John Whitham | COO |
From the officer list on the latest e-filed return. Compensation is as reported there; a blank means the return carries no figure.
| GENERAL SUPPORT |
| $200,000 |
| 2022 |
| INVESTMENTS AND WEALTH FOUNDATIONGREENWOOD VILLAGE, CO | GENERAL SUPPORT | $100,000 | 2024 |
| 40.00 |
| $203,174 |
| April Ferrell | DIR. OF SALES & EXEC. DIR. FDTN | 40.00 | $203,130 |
| Robert Frankel | DIR. OF CERTIF. & GEN. COUNSEL | 40.00 | $154,319 |
| Sandra Garcia | CFO | 40.00 | $162,425 |
| Michael Kurz | DIRECTOR CERTIFICATION PROGRAMS | 40.00 | $148,434 |
| Courtney Schubert | DIR. MARKETING & MEMBERSHIP | 40.00 | $144,339 |
| Hannah Walden | DIRECTOR EDUCATION OPERATION | 40.00 | $136,721 |
| Christine Gaze | CHAIR | 1.00 | $0 |
| Libet Anderson | VICE CHAIR, STANDARDS | 1.00 | $0 |
| Lauris Lambergs | VICE CHAIR, FINANCE | 1.00 | $0 |
| Noel Pacarro Brown | VICE CHAIR, PROF. DEVELOPMENT | 1.00 | $0 |
| Dorothy Bossung | PAST-CHAIR | 1.00 | $0 |
| Moe Allain | DIRECTOR | 1.00 | $0 |
| Chris Bidwell | DIRECTOR | 1.00 | $0 |
| Anuj Gupta | DIRECTOR | 1.00 | $0 |
| Doug Hanson | DIRECTOR | 1.00 | $0 |
| Desiree Maldonado | DIRECTOR | 1.00 | $0 |
| Roger Mussa | DIRECTOR | 1.00 | $0 |
| William Waldert | DIRECTOR | 1.00 | $0 |
| Hatem Zarrouk | DIRECTOR | 1.00 | $0 |
Nearest by size, location and giving pattern in the database. Geography weighs heavily. Treat it as a starting list, not a ranking of fit.
Form 990 · FY2023 · period ending Dec 31, 2023IRS bulk XML
Filing id 202413169349305576
Form 990 · FY2022 · period ending Dec 31, 2022
Filing id 202323199349314917
Form 990 · FY2021 · period ending Dec 31, 2021
Filing id 202243199349305829
Form 990 · FY2020 · period ending Dec 31, 2020
Filing id 202123199349301937
Form 990 · FY2018 · period ending Dec 31, 2018
Filing id 201923199349309497
Form 990 · FY2017 · period ending Dec 31, 2017
Filing id 201823169349304982
Form 990 · FY2016 · period ending Dec 31, 2016
Filing id 201713139349301471
Form 990 · FY2015 · period ending Dec 31, 2015
Filing id 201643199349308749
IRS filings are the source for every fact on this page. Nothing a model writes is ever a source; it can only point at a row here.