CREDIT UNION OF COLORADO FOUNDATION (EIN 454319925) - 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

2012

Legal Domicile

Principal Officer

ALEJANDRA MONTES

Phone

3038324816

Tax Period

2023-07-01 to 2024-06-30

CREDIT UNION OF COLORADO FOUNDATION, founded in 2012, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $336K in total revenue in fiscal year 2023. The organization ran a surplus of $160K, a strong 48% operating margin.

Mission

TO PROVIDE GRANTS, FUNDRAISING, AND ENCOURAGING VOLUNTEERISM IN SUPPORT OF LOCAL CHARITIES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $330,584

Program Service Revenue $0

Investment Income $583

Other Revenue $4,795

TOTAL REVENUE $335,962

Expense Breakdown

Grants Paid $173,976

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $173,976

Other Expenses $1,650

TOTAL EXPENSES $175,626

Year-over-Year Comparison

	2023	2022	Change
Revenue	$335,962	$345,605	0.0%
Expenses	$175,626	$209,298	-0.2%
Net Income	$160,336	$136,307	+0.2%

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

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
KAMELA PANCROFT	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
JOANN VONDRACEK	MEMBER	1.00	Officer Director	$0	$0	$0
PHIL SMITH	PRESIDENT	1.00	Director	$0	$0	$0
RON HINTON	MEMBER	1.00	Director	$0	$0	$0
RUSS VANNOSTRAND	MEMBER	1.00	Director	$0	$0	$0
WILL FLECKENSTEIN	MEMBER	1.00	Director	$0	$0	$0
MITCH ROSENBAUM	MEMBER	1.00	Director	$0	$0	$0
BRIAN WINKELBAUER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ALEJANDRA MONTES	TREASURER	1.00	Officer 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
2024	$335,962	$175,626	$409,724	$160,336
2023	$345,605	$209,298	$239,388	$136,307
2022	$246,357	$261,221	$103,081	$-14,864
2021	$258,718	$211,163	$117,945	$47,555
2020	$208,780	$253,938	$70,420	$-45,158
2018	$217,389	$200,329	$68,230	$17,060

CREDIT UNION OF COLORADO FOUNDATION