BOULDER CREST FOUNDATION (EIN 273228310) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

KENNETH FALKE

Phone

5405542727

Tax Period

2025-01-01 to 2025-12-31

BOULDER CREST RETREAT FOUNDATION, founded in 2010, is a community nonprofit in the Human Services sector that reported $9.1M in total revenue in fiscal year 2018. Revenue fell 46% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $3.5M, a strong 39% operating margin.

Mission

BOULDER CREST FOUNDATION'S MISSION IS TO FACILITATE POSTTRAUMATIC GROWTH THROUGH TRANSFORMATIVE PROGRAMS, WORLD-CLASS TRAINING, EDUCATION INITIATIVES, RESEARCH, AND ADVOCACY EFFORTS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $27,365,071

Program Service Revenue $837,193

Investment Income $907,706

Other Revenue $808,525

TOTAL REVENUE $29,918,495

Expense Breakdown

Grants Paid $212,500

Salaries & Benefits $7,136,467

Fundraising Expenses $933,537

Program Expenses $15,805,816

Other Expenses $10,590,799

TOTAL EXPENSES $17,939,766

Year-over-Year Comparison

	2025	2024	Change
Revenue	$29,918,495	$22,388,372	+0.3%
Expenses	$17,939,766	$15,812,400	+0.1%
Net Income	$11,978,729	$6,575,972	+0.8%

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

Volunteers

500

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

$1,112,531

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KEN FALKE	CHAIRMAN	30.00	Officer Director	$0	$0	$0
FRED MALEK	VICE CHAIRMAN	2.00	Officer Director	$0	$0	$0
ROBERT ASSENMACHER	DIRECTOR	2.00	Director	$0	$0	$0
JAMES BALL	DIRECTOR	2.00	Director	$0	$0	$0
JANE-SCOTT CANTUS	DIRECTOR (THROUGH 3/3/2025)	2.00	Director	$0	$0	$0
BRADEN EDWARDS	SECRETARY	2.00	Officer Director	$0	$0	$0
ROBERT GAINES	DIRECTOR	2.00	Director	$0	$0	$0
TONY GIACHINTA	DIRECTOR	2.00	Director	$0	$0	$0
LESLEY KELLY	TREASURER	2.00	Officer Director	$0	$0	$0
FRANK KILLORAN	DIRECTOR	2.00	Director	$0	$0	$0
PAUL LOMBARDI	DIRECTOR	2.00	Director	$0	$0	$0
MIKE MONROE	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN RATHJEN	DIRECTOR	2.00	Director	$0	$0	$0
RYAN MILLER	DIRECTOR	2.00	Director	$0	$0	$0
ROB DRISCOLL	DIRECTOR	2.00	Director	$0	$0	$0
JULIE BOWEN	DIRECTOR	2.00	Director	$0	$0	$0
MICHAEL BURNS	DIRECTOR	2.00	Director	$0	$0	$0
JOSH HIRSCHORN	DIRECTOR	2.00	Director	$0	$0	$0
NICK LOCKWOOD	DIRECTOR	2.00	Director	$0	$0	$0
CHARLES CHUCK HICKS	DIRECTOR (STARTED 10/31/2025)	2.00	Director	$0	$0	$0
AUSTIN JONES	DIRECTOR (STARTED 6/30/2025)	2.00	Director	$0	$0	$0
SARAH FEHRER	EXECUTIVE VICE PRESIDENT	40.00	Officer	$210,000	$19,140	$229,140
JOSH GOLDBERG	CHIEF EXECUTIVE OFFICER	40.00	Officer	$275,000	$18,855	$293,855
CARRIE NELSON	EXECUTIVE DIRECTOR (VA)	40.00	Officer	$135,000	$13,409	$148,409
JERRY HOLMES	EXECUTIVE DIRECTOR (STARTE	40.00	Officer	$121,000	$5,341	$126,341
MOHAMMED MAKKI	CONTROLLER	40.00	Officer	$146,250	$21,754	$168,004
CODI MCCAW	EXECUTIVE DIRECTOR	40.00	Officer	$127,500	$19,282	$146,782
GREGORY MORIN	VP OF PLACES & PROGRAMS	40.00	Highest	$142,500	$24,499	$166,999
JANET REID	DIRECTOR OF PHILANTHROPHY	40.00	Highest	$169,741	$12,602	$182,343
MIRIAM NIGL	SENIOR VICE PRESIDENT	40.00	Highest	$137,500	$20,938	$158,438
JOE WOOD	VICE PRESIDENT OF OPERATIO	40.00	Highest	$150,000	$16,130	$166,130
ASHLEY OEHLER	DIRECTOR OF DEVELOPMENT	40.00	Highest	$121,500	$13,325	$134,825

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	$29,918,495	$17,939,766	$59,137,992	$11,978,729
2024	$22,388,372	$15,812,400	$46,445,584	$6,575,972
2023	$16,923,809	$13,114,263	$39,859,996	$3,809,546
2022	$30,068,318	$25,930,751	$44,393,929	$4,137,567
2022	$30,068,318	$25,930,751	$44,393,929	$4,137,567
2021	$23,145,930	$19,541,643	$39,968,822	$3,604,287
2020	$22,287,792	$15,657,569	$36,295,156	$6,630,223
2019	$9,755,333	$6,872,639	$29,668,726	$2,882,694
2018	$9,060,764	$5,517,124	$27,167,831	$3,543,640

BOULDER CREST FOUNDATION