PREFERRED LENDING PARTNERS (EIN 742363487) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Principal Officer

BRIAN P DEVLIN

Phone

3038614100

Tax Period

2024-10-01 to 2025-09-30

PREFERRED LENDING PARTNERS, founded in 1984, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Expenses of $1.2M left a modest 8% surplus.

Mission

PREFERRED LENDING PARTNERS WAS ORGANIZED FOR THE PURPOSE OF FURTHERING ECONOMIC DEVELOPMENT FOR THE STATE OF COLORADO BY PROMOTING AND ASSISTING THE GROWTH AND DEVELOPMENT OF NEW AND EXISTING BUSINESSES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $171,745

Program Service Revenue $1,128,081

Investment Income $33,797

Other Revenue $0

TOTAL REVENUE $1,333,623

Expense Breakdown

Grants Paid $0

Salaries & Benefits $937,908

Fundraising Expenses $0

Program Expenses $1,021,728

Other Expenses $285,541

TOTAL EXPENSES $1,223,449

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,333,623	$1,281,676	+0.0%
Expenses	$1,223,449	$1,173,932	+0.0%
Net Income	$110,174	$107,744	+0.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$280,112

Total Directors

$280,112

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN P DEVLIN	EXECUTIVE DI	40.00	Officer Director	$257,487	$22,625	$280,112
JULIENE WYNN	DIRECTOR OF	40.00	Highest	$136,196	$9,161	$145,357
LAURA FARLEY	CHIEF OF CRE	40.00	Highest	$106,177	$17,777	$123,954
SAM STOOKEY	PRESIDENT	2.00	Officer Director	$0	$0	$0
STEVE FAJARDO	SECRETARY/TR	2.00	Officer Director	$0	$0	$0
MARK MOLEN	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK HENRY	DIRECTOR	2.00	Director	$0	$0	$0
BILL SCHNEIDER	DIRECTOR	2.00	Director	$0	$0	$0
CARI S CLAYTON	DIRECTOR	2.00	Director	$0	$0	$0
KENNETH ALLEN	DIRECTOR	2.00	Director	$0	$0	$0
GARY GOMULINSKI	DIRECTOR	2.00	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	$1,333,623	$1,223,449	$1,635,006	$110,174
2024	$1,281,676	$1,173,932	$1,523,972	$107,744
2023	$1,151,595	$1,081,918	$1,254,237	$69,677
2022	$1,342,208	$1,532,927	$1,354,948	$-190,719
2021	$1,525,392	$993,803	$1,333,957	$531,589
2019	$1,303,359	$973,443	$696,354	$329,916
2018	$1,196,496	$1,451,931	$1,178,641	$-255,435

PREFERRED LENDING PARTNERS