Saddle Rock Society (EIN 731658889) - 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

2002

Legal Domicile

Principal Officer

Patricia Theobald

Phone

9704536901

Tax Period

2018-01-01 to 2018-12-31

Saddle Rock Society, founded in 2002, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $20K in total revenue in fiscal year 2018. The organization ran a surplus of $10K, a strong 51% operating margin.

Mission

Maintained a house museum with charitable, educational, literary and scientific activities for the residents of and visitors to Summit County, Colorado

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $20,000

Investment Income $0

Other Revenue $0

TOTAL REVENUE $20,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,108

Other Expenses $9,880

TOTAL EXPENSES $9,880

Year-over-Year Comparison

	2018	2017	Change
Revenue	$20,000	$20,000	N/A
Expenses	$9,880	$11,269	-0.1%
Net Income	$10,120	$8,731	+0.2%

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
Patricia Theobald	President	001.00	Officer Director	$0	$0	$0
Robin Theobald	Sec/Treasurer	000.50	Officer Director	$0	$0	$0
Jim Bunting	Director	000.25	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
2018	$20,000	$9,880	$1,041,319	$10,120

Saddle Rock Society