COLORADO FISCAL INSTITUTE (EIN 461281109) - 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

KATHY WHITE

Phone

7203793019

Tax Period

2023-01-01 to 2023-12-31

COLORADO FISCAL INSTITUTE, founded in 2012, is a community nonprofit in the Community Improvement sector that reported $1.4M in total revenue in fiscal year 2023. Revenue fell 27% from the prior year — a significant decline worth monitoring.

Mission

TO PROVIDE TIMELY, CREDIBLE AND ACCESSIBLE ANALYSES OF FISCAL AND ECONOMIC ISSUES FACING COLORADO TO INFORM PUBLIC POLICY DEBATES AND PROMOTE ECONOMIC PROSPERITY

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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 $1,322,964

Program Service Revenue $2,487

Investment Income $35,075

Other Revenue $6,631

TOTAL REVENUE $1,367,157

Expense Breakdown

Grants Paid $0

Salaries & Benefits $942,097

Fundraising Expenses $13,447

Program Expenses $1,210,772

Other Expenses $404,208

TOTAL EXPENSES $1,346,305

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,367,157	$1,872,478	-0.3%
Expenses	$1,346,305	$1,346,960	0.0%
Net Income	$20,852	$525,518	-1.0%

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

Employees

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

$137,398

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TIANA PATTERSON	CHAIR	0.50	Officer Director	$0	$0	$0
KEN DELAY	VICE CHAIR	0.50	Officer Director	$0	$0	$0
HARSHA SEKAR	TREASURER	0.50	Officer Director	$0	$0	$0
FELICIA GRIFFIN	BOARD MEMBER	0.50	Director	$0	$0	$0
FELISA GONZALEZ	BOARD MEMBER	0.50	Director	$0	$0	$0
CHRIS WATNEY	BOARD MEMBER	0.50	Director	$0	$0	$0
MEREDITH MOON	BOARD MEMBER	0.50	Director	$0	$0	$0
JUDITH MARQUEZ	BOARD MEMBER	0.50	Director	$0	$0	$0
KATHY WHITE	EXECUTIVE DIRECTOR	50.00	Officer	$131,245	$6,153	$137,398

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	$1,367,157	$1,346,305	$1,827,014	$20,852
2022	$1,872,478	$1,346,960	$1,804,447	$525,518
2021	$1,674,871	$1,376,325	$1,251,065	$298,546
2020	$1,391,734	$1,288,850	$931,610	$102,884
2019	$1,053,583	$1,124,678	$813,487	$-71,095
2018	$1,215,820	$1,049,807	$876,360	$166,013

COLORADO FISCAL INSTITUTE