COLORADO GERONTOLOGICAL SOCIETY (EIN 742139782) - 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

1980

Legal Domicile

Principal Officer

Eileen Doherty

Phone

3033333482

Tax Period

2023-01-01 to 2023-12-31

COLORADO GERONTOLOGICAL SOCIETY, founded in 1980, is a community nonprofit that reported $1.7M in total revenue in fiscal year 2023. Expenses of $1.9M exceeded revenue, resulting in a 11% operating deficit.

Mission

Provide information, education and training, counseling and referral, public policy and advocacy, and services to professionals working with older adults as well as to older adults and their families.

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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 $1,390,988

Program Service Revenue $274,297

Investment Income $3,828

Other Revenue $0

TOTAL REVENUE $1,669,113

Expense Breakdown

Grants Paid $938,323

Salaries & Benefits $337,122

Fundraising Expenses $13,000

Program Expenses $1,806,483

Other Expenses $583,549

TOTAL EXPENSES $1,858,994

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,669,113	$1,699,759	0.0%
Expenses	$1,858,994	$1,624,506	+0.1%
Net Income	$-189,881	$75,253	-3.5%

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

Volunteers

300

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
Carl Harris	Member, Board of Directors	0.25	Director	$0	$0	$0
Julia Kraft	Member, Board of Directors	0.25	Director	$0	$0	$0
Shannon McNulty	Member, Board of Directors	0.25	Director	$0	$0	$0
Sara Froelich	President Board of Directors	0.25	Director	$0	$0	$0
Shauna Broadus	Secretary/Treasurer, Board of Directors	0.25	Director	$0	$0	$0
Carol Riggenbach	Member, Board of Directors	0.25	Director	$0	$0	$0
Tamra Meurer	Member, Board of Directors	0.25	Director	$0	$0	$0
David Osborn	Member, Board of Directors	0.25	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
2024	No data	No data	No data	No data
2023	$1,669,113	$1,858,994	$610,317	$-189,881
2022	$1,699,759	$1,624,506	$789,487	$75,253
2021	$1,976,279	$1,760,865	$766,203	$215,414
2020	$1,509,406	$1,466,178	$688,710	$43,228
2019	$1,806,334	$1,852,187	$547,064	$-45,853
2018	$1,520,571	$1,737,376	$617,997	$-216,805

COLORADO GERONTOLOGICAL SOCIETY