Rockies Health Care Foundation Inc (EIN 460479739) - 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

Darrell Peterson

Phone

4068732231

Tax Period

2023-01-01 to 2023-12-31

Rockies Health Care Foundation Inc, founded in 2002, is a small nonprofit in the Health Care sector that reported $104K in total revenue in fiscal year 2023. Revenue surged 406% from the prior year, signaling strong growth momentum. The organization ran a surplus of $95K, a strong 91% operating margin.

Mission

Rockies Health Care Foundation, Inc. is a publicly supported community organization for the purpose of raising money for the benefit of the local Non-Profit Hospital and Nursing Home and to generally support health care benefits to appropriate organizations for the general health of the community.

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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 $1,900

Program Service Revenue $0

Investment Income $18,126

Other Revenue $83,944

TOTAL REVENUE $103,970

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,000

Other Expenses $9,350

TOTAL EXPENSES $9,350

Year-over-Year Comparison

	2023	2022	Change
Revenue	$103,970	$20,549	+4.1%
Expenses	$9,350	$116,548	-0.9%
Net Income	$94,620	$-95,999	-2.0%

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
Roger Wayman	Director	1.00	Director	$0	$0	$0
Darrell Peterson	Treasurer	5.00	Officer Director	$0	$0	$0
Allison Harvie	Vice President	2.00	Officer Director	$0	$0	$0
Beckie Atkinson	Secretary	3.00	Director	$0	$0	$0
Stephanie Eney	Director	1.00	Director	$0	$0	$0
Tony Altenberg	Director	1.00	Director	$0	$0	$0
Valerie Vermulm	Chairman	2.00	Director	$0	$0	$0
Jan Haemig	Director	2.00	Director	$0	$0	$0
Cherie Taylor	Director	2.00	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	No data	No data	No data	No data
2023	$103,970	$9,350	$679,442	$94,620
2022	$20,549	$116,548	$584,822	$-95,999
2021	$123,070	$3,718	$680,821	$119,352
2020	$33,322	$69,274	$561,469	$-35,952
2019	$60,609	$21,857	$597,421	$38,752
2018	$45,267	$17,960	$558,669	$27,307

Rockies Health Care Foundation Inc