COLORADO SYMPHONY FUND (EIN 260138249) - 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

2006

Legal Domicile

Principal Officer

STEVE BRETT

Phone

3036237876

Tax Period

2024-07-01 to 2025-06-30

COLORADO SYMPHONY FUND, founded in 2006, is a community nonprofit in the Arts, Culture & Humanities sector that reported $4.1M in total revenue in fiscal year 2024. Revenue surged 95% from the prior year, signaling strong growth momentum. Expenses of $3.8M left a modest 8% surplus.

Mission

RAISE, HOLD, AND DISTRIBUTE FUNDS FOR THE OPERATING NEEDS OF COLORADO SYMPHONY ASSOCIATION.

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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 $1,002,976

Program Service Revenue $0

Investment Income $3,143,455

Other Revenue $0

TOTAL REVENUE $4,146,431

Expense Breakdown

Grants Paid $3,707,851

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,707,851

Other Expenses $92,741

TOTAL EXPENSES $3,800,592

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,146,431	$2,126,668	+0.9%
Expenses	$3,800,592	$2,134,745	+0.8%
Net Income	$345,839	$-8,077	-43.8%

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
STEVE BRETT	CHAIRMAN	1.00	Officer Director	$0	$0	$0
NORMAN WILSON	TREASURER	1.00	Officer Director	$0	$0	$0
KIP WALLEN	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES BUTLER	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM WALLACE	TRUSTEE	1.00	Director	$0	$0	$0
MALIK ROBINSON	TRUSTEE (AS OF JAN. '25)	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	$4,146,431	$3,800,592	$98,003,542	$345,839
2024	$2,126,668	$2,134,745	$88,769,781	$-8,077
2023	$2,013,881	$3,800,349	$80,382,018	$-1,786,468
2022	$4,099,144	$1,237,517	$76,088,728	$2,861,627
2021	$55,897,849	$1,080,595	$86,968,937	$54,817,254
2020	$5,617,192	$1,018,301	$25,602,980	$4,598,891
2019	$2,082,694	$964,307	$25,202,293	$1,118,387

COLORADO SYMPHONY FUND