POUDRE HERITAGE ALLIANCE (EIN 364507550) - 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

2002

Legal Domicile

Principal Officer

SABRINA STOKER

Phone

9702954851

Tax Period

2025-01-01 to 2025-12-31

POUDRE HERITAGE ALLIANCE, founded in 2002, is a small nonprofit in the Environment sector that reported $675K in total revenue in fiscal year 2025. Expenses of $611K left a modest 9% surplus.

Mission

PROMOTE A VARIETY OF HISTORICAL AND CULTURAL OPPORTUNITIES, ENGAGE PEOPLE IN THE CACHE LA POUDRE RIVER COORIDOR, AND INSPIRE LEARNING, PRESERVATION, AND STEWARDSHIP.

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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 (2025)

Revenue Breakdown

Contributions & Grants $669,008

Program Service Revenue $0

Investment Income $5,433

Other Revenue $104

TOTAL REVENUE $674,545

Expense Breakdown

Grants Paid $31,472

Salaries & Benefits $403,949

Fundraising Expenses $7,132

Program Expenses $497,277

Other Expenses $176,037

TOTAL EXPENSES $611,458

Year-over-Year Comparison

	2025	2024	Change
Revenue	$674,545	$708,714	0.0%
Expenses	$611,458	$690,117	-0.1%
Net Income	$63,087	$18,597	+2.4%

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

153

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

$125,619

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SABRINA STOKER	EXECUTIVE DI	40.00	Officer	$121,852	$3,767	$125,619
DAN BIWER	CHAIR	2.00	Officer Director	$0	$0	$0
WADE WILLIS	PAST CHAIR	2.00	Officer Director	$0	$0	$0
JULIE KALLENBERGER	VICE CHAIR	2.00	Officer Director	$0	$0	$0
GREG DEWEY	TREASURER	2.00	Officer Director	$0	$0	$0
CHELSIE ROMULO	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHELLE BIRD	DIRECTOR	1.00	Director	$0	$0	$0
MATT CLARK	DIRECTOR	1.00	Director	$0	$0	$0
KATIE DONAHUE	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT HUMMER	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY RUSCH	DIRECTOR	1.00	Director	$0	$0	$0
JARED ORSI	DIRECTOR	1.00	Director	$0	$0	$0
KAREN SCOPEL	DIRECTOR	1.00	Director	$0	$0	$0
ROGER SHERMAN	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK PULIS	DIRECTOR	1.00	Director	$0	$0	$0
MEEGAN FLENNIKEN	PRIOR DIRECT	1.00	Director	$0	$0	$0
ERIC ROBINSON	PRIOR DIRECT	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	$674,545	$611,458	$660,301	$63,087
2024	$708,714	$690,117	$636,003	$18,597
2023	$715,670	$598,105	$545,691	$117,565
2022	$562,239	$556,178	$394,858	$6,061
2021	$532,600	$449,946	$358,600	$82,654
2021	$524,711	$442,057	$343,700	$82,654
2020	$348,103	$356,308	$454,036	$-8,205
2019	$435,926	$366,804	$272,618	$69,122
2018	$418,070	$358,419	$199,694	$59,651

POUDRE HERITAGE ALLIANCE