COLORADO TAXPAYERS' ADVOCATE FUND INC (EIN 463781029) - 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

2014

Legal Domicile

Principal Officer

KATIE KENNEDY

Phone

3036527022

Tax Period

2022-01-01 to 2022-12-31

COLORADO TAXPAYERS' ADVOCATE FUND INC, founded in 2014, is a small nonprofit in the Public & Societal Benefit sector that reported $400K in total revenue in fiscal year 2022. Revenue fell 59% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $253K, a strong 63% operating margin.

Mission

TO EDUCATE CITIZENS AND COLORADO PUBLIC OFFICIALS ON ISSUES OF PUBLIC POLICY.

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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 (2022)

Revenue Breakdown

Contributions & Grants $400,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $400,000

Expense Breakdown

Grants Paid $145,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $147,050

Other Expenses $2,391

TOTAL EXPENSES $147,391

Year-over-Year Comparison

	2022	2021	Change
Revenue	$400,000	$975,000	-0.6%
Expenses	$147,391	$881,508	-0.8%
Net Income	$252,609	$93,492	+1.7%

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

N/A

Volunteers

N/A

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
KATIE KENNEDY	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
MI VO	VICE-CHAIRPERSON	1.00	Officer Director	$0	$0	$0
RAPHAEL FLORES	SECRETARY	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
2022	$400,000	$147,391	$350,332	$252,609
2021	$975,000	$881,508	$97,723	$93,492
2020	$1,013,717	$1,018,492	$4,231	$-4,775
2019	$766,018	$926,868	$9,006	$-160,850
2018	$7,070,000	$7,282,814	$169,856	$-212,814

COLORADO TAXPAYERS' ADVOCATE FUND INC