Nonprofit · EIN 20-4124164
BOOK TRUST
Tax-exempt · DENVER, CO 80206
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,415,550 | $5,267,522 | $148,028 | $1,878,064 | $166,139 | $1,711,925 |
| June 30, 2024 | 990 | $3,484,010 | $5,419,936 | -$1,935,926 | $2,079,743 | $515,846 | $1,563,897 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,537,791
- Program service revenue
- $797,514
- Investment income
- $80,245
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $239,872
- Other salaries and wages
- $1,171,450
- Salaries, compensation and benefits (total)
- $1,640,480
- Professional fundraising fees
- $66,600
- Legal fees
- $613
- Accounting fees
- $208,310
- Travel
- $21,075
- Program services (functional)
- $4,169,974
- Management and general (functional)
- $276,200
- Fundraising (functional)
- $821,348
Balance sheet and other
- Total assets, start of year
- $2,079,743
- Total assets, end of year
- $1,878,064
- Total liabilities, end of year
- $166,139
- Net assets, end of year
- $1,711,925
- Net assets without donor restrictions
- $349,621
- Net assets with donor restrictions
- $1,362,304
- Gross receipts
- $5,461,588
- Employees
- 18
- Volunteers
- 218
- Year formed
- 2006
- 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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PATIENCE PEABODY | PRES/CEO Officer | 40 | $228,614 | $747 |
| RACHELLE FERRELLI | VP OF COMMUN Highest-paid employee | 40 | $143,568 | $13,434 |
| ALLISON LEE | VP OF PROGRA Highest-paid employee | 40 | $143,553 | $4,359 |
| DEVEN JATKAR | SR. DIR. OF Highest-paid employee | 40 | $115,320 | $229 |
| LISA FRANKO | ASST. OF DEV Highest-paid employee | 40 | $103,858 | $8,498 |
| STACY KIRKLAND | BOARD CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DAVID PEREZ | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| DAVID DIEHL | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| CHERYL ZIMLICH | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| ADRIENNE SCHATZ | FOUNDER/DIRE Trustee or director | 2 | $0 | $0 |
| DARIN ATTEBERRY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DHARMENDRA SAHAY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| NICOLE RIEHL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SWATI GOKHALE | DIRECTOR Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| COLLEEN O'KEEFE | PRES/CEO THR Officer | 40 | $276,320 | $17,628 |
| MAIRE DALY | VP OF DEVELO Highest-paid employee | 40 | $130,633 | $3,544 |
| ALLISON LEE | VP OF PROGRA Highest-paid employee | 40 | $126,195 | $3,918 |
| STACY KIRKLAND | INTRM PRES/C Trustee or director, Officer | 40 | $122,787 | $3,066 |
| PATIENCE PEABODY | PRES/CEO EFF Officer | 40 | $0 | $0 |
| DAVID DIEHL | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| CHERYL ZIMLICH | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| DAVID PEREZ | DIRECTOR Trustee or director | 2 | $0 | $0 |
| NICOLE RIEHL | DIRECTOR Trustee or director | 2 | $0 | $0 |
| DHARMENDRA SAHAY | DIRECTOR Trustee or director | 2 | $0 | $0 |
| SWATI GOKHALE | DIRECTOR Trustee or director | 2 | $0 | $0 |
| ADRIENNE SCHATZ | FOUNDER/DIRE Trustee or director | 2 | $0 | $0 |
| DARIN ATTEBERRY | DIRECTOR Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 191 UNIVERSITY BLVD SUITE 527, DENVER, CO 80206-4613
- Principal officer (990 for 2024)
- PATIENCE PEABODY, 191 UNIVERSITY BLVD STE 527, DENVER, CO 80206
- Signed the 990
- PATIENCE PEABODY, PRES/CEO
- Phone
- (720) 458-9889
- Website
- WWW.BOOKTRUST.ORG
- Return prepared by
- KUNDINGER CORDER & MONTOYA PC
Mission
THE ORGANIZATION'S MISSION IS TO PROVIDE ALL CHILDREN EQUITABLE ACCESS TO BOOKS OF CHOICE IN ORDER TO PROMOTE READING MOTIVATION AND ENGAGEMENT. BOOK TRUST'S VISION IS THAT EVERY CHILD DISCOVERS THE JOY AND POWER OF READING TO CULTIVATE A LIFELONG LOVE OF LEARNING. SINCE THE ORGANIZATION'S FOUNDING IN 2001, BOOK TRUST HAS GROWN FROM SERVING 170 STUDENTS IN COLORADO TO SERVING 47,376 ELEMENTARY STUDENTS ACROSS 11 STATES DURING THE 2024-2025 ACADEMIC YEAR. THIS SCHOOL YEAR, BOOK TRUST PARTNERED WITH 159 BOOK TRUST MANAGERS AND 2,181 TEACHERS IN 159 SCHOOLS, TO ENGAGE STUDENTS IN BOOK CHOICE, OWNERSHIP, AND CELEBRATION OF OVER 597,000 NEW SCHOLASTIC BOOKS.
Program accomplishments
- BOOKS - DIRECT COST OF NEW BOOKS THAT ARE CHOSEN AND OWNED BY BOOK TRUST STUDENTS THROUGHOUT THE SCHOOL YEAR. BOOK TRUST IS A TEACHER-LED, STUDENT- DRIVEN NATIONAL EARLY LITERACY PROGRAM WHICH INCLUDES A STEP-BY-STEP SUPPORTED AND EVALUATED PROCESS TO ENSURE STUDENTS HAVE THE OPPORTUNITY TO DISCOVER THE JOY AND POWER OF READING. IN THE 2024-2025 SCHOOL YEAR, 47,376 BOOK TRUST ELEMENTARY STUDENTS IN 159 SCHOOLS ACROSS 11 STATES, SELECTED AND RECEIVED OVER 597,000 NEW SCHOLASTIC BOOKS. BOOK TRUST STUDENTS WERE ABLE TO BUILD THEIR LOVE OF READING AND THEIR OWN HOME LIBRARIES.Expenses $3,039,868 · revenue $797,514
- TEACHER TRAINING AND RESOURCES - DIRECT COST TO DEVELOP AND PROVIDE TEACHER TRAINING, SUPPORT, AND LITERACY RESOURCES TO BOOK TRUST MANAGERS AND TEACHERS THROUGHOUT THE YEAR. BOOK TRUST MANAGERS AND TEACHERS VOLUNTEER THEIR TIME TO IMPLEMENT BOOK TRUST'S PROGRAM THROUGHOUT THE SCHOOL YEAR. IN 2024-2025, 159 BOOK TRUST MANAGERS AND 2,022 TEACHERS ACROSS 11 STATES RECEIVED BOOK TRUST'S PROGRAM TRAINING, ON-GOING PROGRAM SUPPORT, AND MONTHLY LITERACY RESOURCES TO ENGAGE STUDENTS IN BOOK CHOICE, OWNERSHIP, AND CELEBRATION. BOOK TRUST MANAGERS AND TEACHERS RECEIVE LITERACY TOOLS FOR EARLY READING TACTICS, FAMILY ENGAGEMENT, AND THE BENEFITS OF PLAYING AN ACTIVE ROLE IN DAILY READING IN THE CLASSROOM AND AT HOME. EVALUATION - DIRECT COST TO PROVIDE MONTHLY PROGRAM MONITORING AND EVALUATION TO ENSURE EFFECTIVE AND QUALITY PROGRAM IMPLEMENTATION AND IMPACT. BOOK TRUST'S QUALITATIVE AND QUANTITATIVE EVALUATION PROCESS THROUGHOUT THE YEAR INCLUDES; BUT IS NOT LIMITED TO, SCHOOL SITE VISITS, PROGRAM MONITORING TOOLS, ANNUAL SURVEYS, FOCUS GROUPS, ACADEMIC RESEARCH, AND THIRD-PARTY EVALUATIONS. OPERATIONS - DIRECT COST TO PROVIDE THE ESSENTIAL PROGRAM ADMINISTRATIVE AND OPERATIONAL SUPPORT NECESSARY TO IMPLEMENT THE BOOK TRUST PROGRAM AND TO SUPPORT OUR PARTNER SCHOOLS, TEACHERS, AND STUDENTS WITH HIGH QUALITY AND CONSISTENCY.Expenses $1,130,106
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-4124164
- 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
- 2006
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B24)
- Assets (IRS master file)
- $1,878,064
- Income (IRS master file)
- $5,461,588
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,415,550 | $5,267,522 | $1,878,064 | IRS |
| 990 | June 2024 | $3,484,010 | $5,419,936 | $2,079,743 | XML |
| 990 | June 2023 | $3,572,630 | $4,444,730 | $4,383,991 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 20-4124164).
Questions about BOOK TRUST
- What is the EIN of BOOK TRUST?
- The employer identification number (EIN) of BOOK TRUST is 20-4124164.
- Is BOOK TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to BOOK TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BOOK TRUST 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 BOOK TRUST 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 BOOK TRUST 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 BOOK TRUST?
- The 990 for the year ended June 30, 2025 names PATIENCE PEABODY.
- Who are the officers and directors of BOOK TRUST?
- The 990 for the year ended June 30, 2025 lists 14 people; 5 received compensation from the organization, the highest $228,614 (PATIENCE PEABODY, PRES/CEO).
- How much revenue does BOOK TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,415,550, expenses of $5,267,522 and total assets of $1,878,064 at year end.
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