Public Charity

ONWARD A LEGACY FOUNDATION

Based in CORTEZ, CO, ONWARD A LEGACY FOUNDATION operates as a Public Charity. The organization reported $5.1M in revenue, $3.8M in expenses, $8.0M in total assets for fiscal year 2024. Imperigo tracks 46 reported grant relationships connected to this organization totaling approximately $1.5M.

EIN: 260045741 CORTEZ, CO Scholarships & Student Financial Aid NTEE: B82 Latest filing: 2024
Total Revenue$5.1M
Total Expenses$3.8M
Total Assets$8.0M
Grant Records46
Funding Total$1.5M
Filing Years2019–2024

Mission

ONWARD! IS A TAX-EXEMPT, NON-PROFIT COMMUNITY FOUNDATION ORGANIZED FOR PUBLIC CHARITY PURPOSES. ONWARD!'S MISSION IS TO PROVIDE OPPORTUNITIES TO DEVELOP AND MAINTAIN A SUSTAINABLE RESOURCE BASE THAT WILL ENHANCE THE QUALITY OF LIFE FOR RESIDENTS IN THE FOUR CORNERS' COMMUNITIES.

Where $100 goes at Onward a Legacy Foundation

How Onward a Legacy Foundation divides every $100 it spends, from its own Form 990 filings, averaged across 8 years.

$88 Programs the work itself
$9 Management running the organization
$3 Fundraising raising the next dollar

Inside the $88 for programs

$79
ADMINISTRATION OF 43 FISCAL FUNDS
89% of program spending
$3
Administration of 7 donor-advised funds which made grants to 18 non-profit and government organizations
4% of program spending · Reported in the filing: 18 organizations
$3
Administration of 22 scholarship funds which paid scholarships to 101 individuals
3% of program spending · Reported in the filing: 101 individuals

Plus 3 more programs. Cost per person served and the full program breakdown are on the full profile.

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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Sample Grants Received

2025
COMMUNITY INVESTMENTS & GRANTS
$47,500
2024
BUILDING AND RESEARCHING COMMUNITY-BASED DIVERSION PROGRAMS
$68,400
2024
TO REDUCE INEQUITIES
$50,000
2024
COMMUNITY INVESTMENTS & GRANTS
$20,000
2024
For grant recipient's exempt purposes
$12,900

Showing up to 5 of 46 total records — full history available with membership.

Officers & Directors

Director Casey Simpson
Chief Executive Officer Charles R Forth Jr
Vice President David Coit Jr
Director Jennifer Tewell
Director Jessie Farias Jr
Director Laura Herrick

Officer compensation and complete director data available with membership.

Top Grant Purposes

General Support
$764,462 27 grants
Environment & Conservation
$275,000 3 grants
Health & Medicine
$116,000 4 grants
Research & Policy
$68,400 1 grant
Economic Development
$35,000 1 grant

Financial Trends

Year Revenue Expenses Assets
2024 $5.1M $3.8M $8.0M
2023 $4.2M $3.8M $6.6M
2022 $3.6M $2.6M $5.7M
2020 $2.2M $1.3M $4.3M
2019 $2.0M $1.6M $3.3M

Between 2019 and 2024, reported annual revenue grew from $2.0M to $5.1M (+156%), with total assets most recently reported at $8.0M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for ONWARD A LEGACY FOUNDATION

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