Boulder SBDC Foundation (EIN 832726814) - 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

2019

Legal Domicile

Principal Officer

Sharon King

Phone

7202074303

Tax Period

2023-01-01 to 2023-12-31

Boulder SBDC Foundation, founded in 2019, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2023. Expenses of $1.3M exceeded revenue, resulting in a 14% operating deficit.

Mission

Boulder Small Business Development Center (SBDC) is a hands-on, economic development and business assistance nonprofit whose mission is to support the growth and resiliency of small businesses in Boulder County by providing free business consulting, practical workshops & events and connection to resources, including financing. The SBDC helps all types of small businesses - from startups through 2nd stage, from Main Street through highly scalable technology ventures.

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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 $1,163,916

Program Service Revenue $0

Investment Income $630

Other Revenue $0

TOTAL REVENUE $1,164,546

Expense Breakdown

Grants Paid $0

Salaries & Benefits $524,143

Fundraising Expenses $0

Program Expenses $1,116,153

Other Expenses $798,927

TOTAL EXPENSES $1,323,070

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,164,546	$1,132,021	+0.0%
Expenses	$1,323,070	$1,103,836	+0.2%
Net Income	$-158,524	$28,185	-6.6%

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

N/A

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

$137,518

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sharon King	Exec. Director	45.00	Officer	$129,780	$7,738	$137,518
Rachel Garcia	Program Director	40.00		$84,000	$9,518	$93,518
Jamie Brandess	Program Director	40.00		$84,000	$9,314	$93,314
William F Jones Jr	Director	2.00	Director	$0	$0	$0
Carrie Schiff	Director	1.00	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
2024	No data	No data	No data	No data
2023	$1,164,546	$1,323,070	$289,783	$-158,524
2022	$1,132,021	$1,103,836	$445,193	$28,185
2021	$1,070,102	$941,847	$416,697	$128,255
2020	$766,026	$811,068	$288,816	$-45,042
2019	$886,854	$789,135	$334,076	$97,719

Boulder SBDC Foundation