COTTONWOOD TRAIL INC (EIN 480979842) - 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

1983

Legal Domicile

Principal Officer

SHARON SPRATT

Phone

7858420550

Tax Period

2020-01-01 to 2020-12-31

COTTONWOOD TRAIL INC, founded in 1983, is a small nonprofit in the Human Services sector that reported $110K in total revenue in fiscal year 2020.

Mission

PROVIDING HOUSING FOR DISABLED.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $109,611

Investment Income $43

Other Revenue $0

TOTAL REVENUE $109,654

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $89,877

Other Expenses $114,716

TOTAL EXPENSES $114,716

Year-over-Year Comparison

	2020	2019	Change
Revenue	$109,654	$112,446	0.0%
Expenses	$114,716	$76,600	+0.5%
Net Income	$-5,062	$35,846	-1.1%

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

$244,469

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM BUDDE	EXECUTIVE/FINANCE COMMITTE	1.00	Director	$0	$0	$0
LUKE LIVINGSTON	EXECUTIVE/FINANCE COMMITTE	1.00	Director	$0	$0	$0
CARL LOCKE	EXECUTIVE/FINANCE COMMITTE	1.00	Director	$0	$0	$0
SHIRLEY MARTIN-SMITH	EXECUTIVE/FINANCE COMMITTE	1.00	Director	$0	$0	$0
MARILYN BITTENBENDER	EXECUTIVE/FINANCE COMMITTE	1.00	Director	$0	$0	$0
TOM MULINAZZI	EXECUTIVE/FINANCE COMMITTE	1.00	Director	$0	$0	$0
PAUL WERNER	SECRETARY	1.00	Officer Director	$0	$0	$0
ZAK BOLICK	TREASURER	1.00	Officer Director	$0	$0	$0
STEVE TESDAHL	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
KERRY GLASGOW	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHARON SPRATT	CHIEF EXECUTIVE OFFICER	1.00	Officer	$0	$32,587	$244,469

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
2020	$109,654	$114,716	$133,184	$-5,062
2019	$112,446	$76,600	$159,152	$35,846
2018	$104,209	$75,951	$145,418	$28,258

COTTONWOOD TRAIL INC