Age Wise Colorado Inc (EIN 822579685) - 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

2017

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Age Wise Colorado Inc, founded in 2017, is a micro nonprofit in the Human Services sector that reported $56K in total revenue in fiscal year 2023. Revenue surged 79% from the prior year, signaling strong growth momentum. Expenses of $49K left a modest 11% surplus.

Mission

To connectat no costall older Coloradans and their families to reliable, helpful, services and products, information, assistance, and education to help the over 3 million aged 40+ Coloradans in the aging journey: to Age Well, Age Wisely.

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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 $53,027

Program Service Revenue $2,646

Investment Income $11

Other Revenue $0

TOTAL REVENUE $55,684

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,089

Program Expenses $40,824

Other Expenses $49,323

TOTAL EXPENSES $49,323

Year-over-Year Comparison

	2023	2022	Change
Revenue	$55,684	$31,022	+0.8%
Expenses	$49,323	$40,267	+0.2%
Net Income	$6,361	$-9,245	-1.7%

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

Total Directors

Key Employees

$10,250

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Barbara Boyer	Executive Director	50.00	Key Emp	$10,250	$0	$10,250
Pat Kelly	Member	2.00	Director	$0	$0	$0
Hailey How	Member	2.00	Director	$0	$0	$0
Rick Smith	Member	2.00	Director	$0	$0	$0
Eric Chess	Member	2.00	Director	$0	$0	$0
Bob Brocker	President & Founder	50.00	Officer Director	$0	$0	$0
Chris Lynn	Vice President	2.00	Officer Director	$0	$0	$0
Connie Ward	SecretaryTreasurer	2.00	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
2024	No data	No data	No data	No data
2023	$55,684	$49,323	$14,945	$6,361

Age Wise Colorado Inc