COTTONWOOD FOUNDATION INC (EIN 480990866) - 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

1984

Legal Domicile

Principal Officer

COLLEEN HIMMELBERG

Phone

7858420550

Tax Period

2025-01-01 to 2025-12-31

COTTONWOOD FOUNDATION INC, founded in 1984, is a community nonprofit in the Human Services sector that reported $1.3M in total revenue in fiscal year 2025. Revenue decreased 6% compared to the prior year. The organization ran a surplus of $792K, a strong 59% operating margin.

Mission

TO HELP PEOPLE WITH DISABILITIES SHAPE THEIR OWN FUTURE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $460,334

Program Service Revenue $0

Investment Income $755,087

Other Revenue $129,244

TOTAL REVENUE $1,344,665

Expense Breakdown

Grants Paid $409,559

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $436,498

Other Expenses $142,840

TOTAL EXPENSES $552,399

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,344,665	$1,434,355	-0.1%
Expenses	$552,399	$720,848	-0.2%
Net Income	$792,266	$713,507	+0.1%

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

$249,072

Total Directors

$249,072

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICK GIDEON	TRUSTEE	0.50	Director	$0	$0	$0
BRIAN HANNI	TRUSTEE	0.50	Director	$0	$0	$0
CAROLYN STEWART	TRUSTEE	0.50	Director	$0	$0	$0
ANDY VIGNA	TRUSTEE	0.50	Director	$0	$0	$0
BRANDON PETZ	TRUSTEE	0.50	Director	$0	$0	$0
DEREK KWAN	TRUSTEE	0.50	Director	$0	$0	$0
OLIVER MINNIS	TRUSTEE	0.50	Director	$0	$0	$0
ALLISON MOORE	TRUSTEE	0.50	Director	$0	$0	$0
MARTIN MOORE	TRUSTEE	0.50	Director	$0	$0	$0
MILES SCHNAER	TRUSTEE	0.50	Director	$0	$0	$0
TIM MOCK	TRUSTEE	0.50	Director	$0	$0	$0
CARRIE PARKER	TRUSTEE	0.50	Director	$0	$0	$0
KURT GOESER	SECRETARY	0.50	Officer Director	$0	$0	$0
TANA AHLEN	TREASURER	0.50	Officer Director	$0	$0	$0
TOM LARKIN	PAST PRESIDENT (THRU DEC/25)	0.50	Officer Director	$0	$0	$0
JAY TAYLOR	VICE PRESIDENT	0.50	Officer Director	$0	$0	$0
COLLEEN HIMMELBERG	EXECUTIVE V.P.	0.50	Officer Director	$0	$32,122	$249,072
KRISTIN ELDRIDGE	PRESIDENT	0.50	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
2025	$1,344,665	$552,399	$12,373,117	$792,266
2024	No data	No data	No data	No data
2023	$644,045	$732,228	$9,944,889	$-88,183
2022	$583,065	$942,970	$9,084,491	$-359,905
2021	$858,483	$514,801	$10,899,012	$343,682
2020	$524,611	$528,430	$10,031,813	$-3,819
2019	$640,700	$613,037	$9,553,833	$27,663
2018	$2,335,795	$496,207	$8,462,750	$1,839,588

COTTONWOOD FOUNDATION INC