Operating Engineers HW Fund for Co… - Form 990 Financial Data

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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

1967

Legal Domicile

Principal Officer

Kirk Jordan

Phone

3034301118

Tax Period

2024-09-01 to 2025-08-31

Operating Engineers HW Fund for Colorado Trust Fund for Colorado, founded in 1967, is a mid-sized nonprofit that reported $25.5M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $22.0M left a modest 14% surplus.

Mission

To provide eligible participants health and welfare benefits.

Program Service Accomplishments

Program 1

To provide eligible participants health and welfare benefits.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $23,185,118

Investment Income $711,418

Other Revenue $1,586,615

TOTAL REVENUE $25,483,151

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,654,644

TOTAL EXPENSES $21,993,392

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,483,151	$21,762,797	+0.2%
Expenses	$21,993,392	$25,387,699	-0.1%
Net Income	$3,489,759	$-3,624,902	-2.0%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jill Hampton	Co-Chairman	1.00	Director	$0	$0	$0
Kirk Jordan	Chairman	1.00	Director	$0	$0	$0
Keith Swerdfeger	Trustee	1.00	Director	$0	$0	$0
Christopher Wade	Trustee	1.00	Director	$0	$0	$0
Kyle Jorgenson	Trustee	1.00	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	$25,483,151	$21,993,392	$25,621,278	$3,489,759
2024	$21,762,797	$25,387,699	$23,919,306	$-3,624,902
2023	$22,446,966	$19,949,923	$26,170,139	$2,497,043
2022	$21,395,324	$25,340,730	$20,079,470	$-3,945,406
2021	$20,685,381	$24,441,376	$27,494,778	$-3,755,995
2020	$20,495,334	$20,494,055	$28,281,145	$1,279
2019	$19,004,306	$17,752,053	$25,686,967	$1,252,253
2018	$18,107,444	$16,172,155	$22,694,204	$1,935,289

Operating Engineers HW Fund for Colorado Trust Fund for Colorado