LUTHERAN FAMILY SERVICES OF COLORADO FOUNDATION INC (EIN 010842036) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

JAMES HORAN

Phone

3039223433

Tax Period

2023-07-01 to 2024-06-30

LUTHERAN FAMILY SERVICES OF COLORADO FOUNDATION INC, founded in 2001, is a micro nonprofit in the Religion sector that reported $63K in total revenue in fiscal year 2023. Revenue fell 59% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $12K, a strong 20% operating margin.

Mission

TO SUPPORT LUTHERAN FAMILY SERVICES ROCKY MOUNTAINS.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $63,054

Other Revenue $0

TOTAL REVENUE $63,054

Expense Breakdown

Grants Paid $31,119

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,119

Other Expenses $19,477

TOTAL EXPENSES $50,596

Year-over-Year Comparison

	2023	2022	Change
Revenue	$63,054	$152,298	-0.6%
Expenses	$50,596	$54,221	-0.1%
Net Income	$12,458	$98,077	-0.9%

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

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GREG BICKLE	CHAIR/VICE-CHAIR	0.80	Officer Director	$0	$0	$0
KAREN SPIES	VICE-CHAIR/CHAIR	0.80	Officer Director	$0	$0	$0
TOM BROOK	SECRETARY/TREASURER	0.50	Officer Director	$0	$0	$0
DR WILLIAM AYEN	TRUSTEE	0.50	Director	$0	$0	$0
JOE DESJARDIN	TRUSTEE	0.50	Director	$0	$0	$0
DON FILEGAR	TRUSTEE (THRU 12/2023)	0.50	Director	$0	$0	$0
KEITH LASHIER	TRUSTEE	0.50	Director	$0	$0	$0
JEANNE MALONEY	TRUSTEE	0.50	Director	$0	$0	$0
MARJORIE VERSEN	TRUSTEE	0.50	Director	$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	No data	No data	No data	No data
2024	$63,054	$50,596	$3,243,833	$12,458
2023	$152,298	$54,221	$2,974,812	$98,077
2022	$362,119	$50,570	$2,694,595	$311,549
2021	$96,035	$46,890	$2,859,434	$49,145
2020	$12,881	$46,020	$2,412,898	$-33,139
2019	$41,001	$41,175	$2,423,529	$-174

LUTHERAN FAMILY SERVICES OF COLORADO FOUNDATION INC