COLORADO STATE UNIVERSITY VENTURES INC (EIN 208434503) - 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

2007

Legal Domicile

Principal Officer

JULIE BIRDSALL

Phone

9704912933

Tax Period

2018-07-01 to 2019-06-30

COLORADO STATE UNIVERSITY VENTURES INC, founded in 2007, is a community nonprofit that reported $6.5M in total revenue in fiscal year 2018. Revenue surged 48% from the prior year, signaling strong growth momentum. Expenses of $7.9M exceeded revenue, resulting in a 23% operating deficit.

Mission

CSU VENTURES ACTIVELY SUPPORTS AND PROMOTES THE TRANSFER OF COLORADO STATE UNIVERSITY (CSU) RESEARCH AND INNOVATIONS INTO THE MARKETPLACE FOR THE BENEFIT OF SOCIETY. CSU VENTURES; SERVES CSU FACULTY AND RESEARCHERS WHO WISH TO PROTECT AND LICENSE INTELLECTUAL PROPERTY; BUILDS RELATIONSHIPS WITH INDUSTRIES AND INVESTORS SEEKING TO ENGAGE WITH CSU AND; LEVERAGES CSU INNOVATION TO FOSTER BUSINESS FORMATION AND ENHANCE REGIONAL ECONOMIC VITALITY.

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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 (2018)

Revenue Breakdown

Contributions & Grants $2,433,900

Program Service Revenue $214,746

Investment Income $29,924

Other Revenue $3,791,964

TOTAL REVENUE $6,470,534

Expense Breakdown

Grants Paid $1,383,618

Salaries & Benefits $1,851,038

Fundraising Expenses $0

Program Expenses $7,077,572

Other Expenses $4,709,972

TOTAL EXPENSES $7,944,628

Year-over-Year Comparison

	2018	2017	Change
Revenue	$6,470,534	$4,382,248	+0.5%
Expenses	$7,944,628	$4,522,462	+0.8%
Net Income	$-1,474,094	$-140,214	+9.5%

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

Volunteers

N/A

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

$974,832

Total Directors

$204,631

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHLEEN HENRY	BOARD CHAIR, SECRETARY	1.00	Officer Director	$0	$32,133	$204,631
DR MICHAEL GOLDBLATT	DIRECTOR	1.00	Director	$0	$0	$0
DR BILL CHRISTIANSEN	DIRECTOR	1.00	Director	$0	$0	$0
DR DAVID CONRAD	DIRECTOR	1.00	Director	$0	$0	$0
TODD HEADLEY	PRESIDENT	40.00	Officer	$237,710	$55,977	$293,687
TERRY OPGENORTH	VICE PRESIDENT	30.00	Officer	$214,337	$55,906	$270,243
JULIE BIRDSALL	TREASURER	1.00	Officer	$0	$33,606	$206,271
STEVE FOSTER	DIRECTOR, LICENSING & BUSINESS	40.00	Highest	$117,603	$33,440	$151,043
CARIN HERMANN	IN-HOUSE COUNCIL	40.00	Highest	$124,606	$28,349	$152,955
RODMAN TOMPKINS	DIRECTOR, LICENSING & BUSINESS	40.00	Highest	$107,735	$32,663	$140,398

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
2019	$6,470,534	$7,944,628	No data	$-1,474,094

COLORADO STATE UNIVERSITY VENTURES INC