Colorado State University System Foundat (EIN 474207979) - 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

2015

Legal Domicile

Principal Officer

Ed Haselden

Phone

7202355737

Tax Period

2023-07-01 to 2024-06-30

Colorado State University System Foundat, founded in 2015, is a community nonprofit in the Education sector that reported $7.3M in total revenue in fiscal year 2023. Revenue surged 2226% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.3M, a strong 31% operating margin.

Mission

Enhance Educational Activities

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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 $0

Program Service Revenue $0

Investment Income $7,276,833

Other Revenue $0

TOTAL REVENUE $7,276,833

Expense Breakdown

Grants Paid $5,000,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,016,106

Other Expenses $16,106

TOTAL EXPENSES $5,016,106

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,276,833	$312,897	+22.3%
Expenses	$5,016,106	$200,047	+24.1%
Net Income	$2,260,727	$112,850	+19.0%

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

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
Nancy Tuor	Chairperson of the Board,	1.00	Officer Director	$0	$0	$0
Bruce Schroffel	Treasurer	1.00	Officer Director	$0	$0	$0
Patrick McConathy	Secretary	1.00	Officer Director	$0	$0	$0
Becky Takeda-Tinker	Board Member	1.00	Director	$0	$0	$0
Ajay Menon	Board Member	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	No data	No data	No data	No data
2024	$7,276,833	$5,016,106	$2,565,484	$2,260,727
2023	$312,897	$200,047	$304,757	$112,850
2022	$321,419	$173,777	$191,907	$147,642

Colorado State University System Foundat