COMMUNITY FOUNDATION TRUST

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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

2008

Legal Domicile

Principal Officer

KRISTIN TODD

Phone

9708295500

Tax Period

2024-07-01 to 2025-06-30

COMMUNITY FOUNDATION TRUST, founded in 2008, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $980K in total revenue in fiscal year 2024. Revenue surged 2928% from the prior year, signaling strong growth momentum. The organization ran a surplus of $946K, a strong 97% operating margin.

Mission

TO ASSIST THE COMMUNITY FOUNDATION OF NORTHERN COLORADO

Program Service Accomplishments

Program 1

Expenses: $19,041 Revenue: $10,845

THE ORGANIZATION'S PRIMARY PURPOSE IS TO ASSIST THE COMMUNITY FOUNDATION OF NORTHERN COLORADO TO PROVIDE, A TRUSTED, LOCAL PLATFORM THAT ENABLES PEOPLE TO GIVE MORE EFFECTIVELY AND TO THINK...

THE ORGANIZATION'S PRIMARY PURPOSE IS TO ASSIST THE COMMUNITY FOUNDATION OF NORTHERN COLORADO TO PROVIDE, A TRUSTED, LOCAL PLATFORM THAT ENABLES PEOPLE TO GIVE MORE EFFECTIVELY AND TO THINK STRATEGICALLY AND CREATIVELY ABOUT THE FUTURE OF OUR COMMUNITY. TO FACILITATE THIS GOAL, THE ORGANIZATION WILL HOLD AND MANAGE SPECIAL ASSET DONATIONS AS REQUIRED WHILE THE COMMUNITY FOUNDATION OF NORTHERN COLORADO FULFILLS THE OBLIGATIONS OF THE DONOR.

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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 $934,327

Program Service Revenue $10,845

Investment Income $34,489

Other Revenue $0

TOTAL REVENUE $979,661

Expense Breakdown

Grants Paid $19,041

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $19,041

Other Expenses $14,496

TOTAL EXPENSES $33,537

Year-over-Year Comparison

	2024	2023	Change
Revenue	$979,661	$32,354	+29.3%
Expenses	$33,537	$786,036	-1.0%
Net Income	$946,124	$-753,682	-2.3%

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

$473,830

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES BOUCHARD	TREASURER	0.10	Officer Director	$0	$0	$0
CECIL GUTIERREZ	SECRETARY	0.10	Officer Director	$0	$0	$0
DENISE JULIANA	TRUSTEE	0.10	Director	$0	$0	$0
MICHAEL BELLUS	TRUSTEE	0.10	Director	$0	$0	$0
AMY HUMMEL	TRUSTEE	0.10	Director	$0	$0	$0
ANN HUTCHINSON	TRUSTEE	0.10	Director	$0	$0	$0
LEANN MASSEY	TRUSTEE	0.10	Director	$0	$0	$0
KEVIN MULLIN	TRUSTEE	0.10	Director	$0	$0	$0
NICK ROE	BOARD CHAIR	0.10	Officer Director	$0	$0	$0
RUSSELL SPRAGUE	TRUSTEE	0.10	Director	$0	$0	$0
NICOLE STAUDINGER	TRUSTEE	0.10	Director	$0	$0	$0
MARLA TRUMPER	TRUSTEE	0.10	Director	$0	$0	$0
KRISTIN TODD	PRESIDENT & CEO	0.10	Officer	$0	$34,205	$279,158
JORDAN COOK	CFO	0.10	Officer	$0	$28,863	$194,672
JAMES HAMILTON	DIRECTOR OF DEVELOPMENT	0.10	Highest	$0	$17,261	$157,961
JOHN CHAPDELAINE	DIRECTOR OF EASTERN COLORADO	0.10	Highest	$0	$22,351	$135,369
CLAIRE BOUCHARD	DIRECTOR OF COMMUNICATIONS	0.10	Highest	$0	$21,617	$126,581

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	$979,661	$33,537	$1,681,384	$946,124
2024	$32,354	$786,036	$735,260	$-753,682
2023	$789,853	$24,248	$1,484,104	$765,605
2022	$-130,441	$3,082,174	$718,049	$-3,212,615
2021	$41,647	$35,639	$3,950,980	$6,008
2020	$3,335,759	$16,537	$3,945,195	$3,319,222
2019	$257,589	$17,123	$616,297	$240,466
2018	$1,342,091	$2,451,733	$1,168,664	$-1,109,642