COLORADO EDUCATION ASSOCIATION (EIN 840172608) - 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

1917

Legal Domicile

Principal Officer

KOOPER CARAWAY

Phone

3038371500

Tax Period

2023-09-01 to 2024-08-31

COLORADO EDUCATION ASSOCIATION, founded in 1917, is a mid-sized nonprofit that reported $15.3M in total revenue in fiscal year 2023.

Mission

PROMOTE QUALITY PUBLIC EDUCATION AND ADVOCATE THE INTEREST OF PUBLIC EDUCATION EMPLOYEES.

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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 $1,623,940

Program Service Revenue $13,405,122

Investment Income $185,313

Other Revenue $81,908

TOTAL REVENUE $15,296,283

Expense Breakdown

Grants Paid $1,528,440

Salaries & Benefits $9,763,494

Fundraising Expenses $0

Other Expenses $4,948,497

TOTAL EXPENSES $16,240,431

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,296,283	$14,379,035	+0.1%
Expenses	$16,240,431	$14,745,571	+0.1%
Net Income	$-944,148	$-366,536	+1.6%

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

Employees

Volunteers

100

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

$858,014

Total Directors

$426,202

Key Employees

$643,470

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMIE BACA-OEHLERT	PRESIDENT	40.00	Officer Director	$183,331	$34,012	$217,343
KEVIN VICK	VICE PRESIDENT	40.00	Officer Director	$167,756	$41,103	$208,859
AMBER WILSON	SECRETARY-TREASURER	1.00	Officer Director	$0	$0	$0
ANGELA ANDERSON	NEA DIRECTOR	1.00	Director	$0	$0	$0
ROBERT ARMAGOST	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY BROWN	DIRECTOR	1.00	Director	$0	$0	$0
YOLANDA CALDERON	DIRECTOR	1.00	Director	$0	$0	$0
JUSTINA CARTER	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN COUGHLIN	DIRECTOR (THRU 6/24)	1.00	Director	$0	$0	$0
LISA DANOS	DIRECTOR	1.00	Director	$0	$0	$0
DARCY DEGUISE	DIRECTOR (THRU 6/24)	1.00	Director	$0	$0	$0
ANDREA DONLUCAS	DIRECTOR	1.00	Director	$0	$0	$0
ANGELICA GIVLER	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLY GREEN	DIRECTOR	1.00	Director	$0	$0	$0
FRAN GROFF-GONZALES	DIRECTOR (THRU 6/24)	1.00	Director	$0	$0	$0
KATHY GUSTAD	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA HAGGERTY	DIRECTOR	1.00	Director	$0	$0	$0
DEREK HAWKINS	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW HICKS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID HOLT	DIRECTOR	1.00	Director	$0	$0	$0
CODY JUMP	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN KELLEY	DIRECTOR	1.00	Director	$0	$0	$0
STEVE LASH	DIRECTOR	1.00	Director	$0	$0	$0
ANNETTE LAUER	DIRECTOR	1.00	Director	$0	$0	$0
TAMMY LAW	DIRECTOR	1.00	Director	$0	$0	$0
DAVE LOCKLEY	NEA DIRECTOR	1.00	Director	$0	$0	$0
CHRISTI LUDWIG	DIRECTOR	1.00	Director	$0	$0	$0
PATTY MAGOR	DIRECTOR	1.00	Director	$0	$0	$0
VERONICA MARTINEZ	DIRECTOR	1.00	Director	$0	$0	$0
TAYA MASTROBUONO	DIRECTOR	1.00	Director	$0	$0	$0
ALISA MAVROTHERIS	DIRECTOR	1.00	Director	$0	$0	$0
PHYLLIS ROBINETTE	DIRECTOR	1.00	Director	$0	$0	$0
JOHN ROBINSON	DIRECTOR (THRU 6/24)	1.00	Director	$0	$0	$0
LISA SINCLAIR	DIRECTOR (THRU 6/24)	1.00	Director	$0	$0	$0
SARAH SMITH	DIRECTOR	1.00	Director	$0	$0	$0
HANNA SQUIRE	DIRECTOR	1.00	Director	$0	$0	$0
SAHRON STANFORD	DIRECTOR (THRU 6/24)	1.00	Director	$0	$0	$0
BEA SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
JERAD SUTTON	DIRECTOR	1.00	Director	$0	$0	$0
SUE TEUMER	DIRECTOR	1.00	Director	$0	$0	$0
MIKE THOMAS	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE MICHIENZI-RENDON	EXECUTIVE DIRECTOR (THRU 3/24)	40.00	Officer	$180,819	$67,851	$248,670
KOOPER CARAWAY	EXECUTIVE DIRECTOR (AS OF 4/24)	40.00	Officer	$0	$0	$0
SUSAN PERRIGO	CFO	40.00	Officer	$145,385	$37,757	$183,142
KRIS GOMEZ	GENERAL COUNSEL & DEPUTY EXEC. DIR	40.00	Key Emp	$168,167	$65,765	$233,932
ERIN BENNETT	STAFF	40.00	Key Emp	$150,392	$65,223	$215,615
LINDSAY THEO	STAFF	40.00	Key Emp	$156,453	$37,470	$193,923
SHARYN DREYER	STAFF ATTORNEY	40.00	Highest	$149,339	$35,927	$185,266
DAVE MUSSETTER	STAFF	40.00	Highest	$166,660	$59,723	$226,383
LISA ELLIOT	STAFF	40.00	Highest	$141,193	$48,985	$190,178
CHESCA SMOTHERMAN	STAFF	40.00	Highest	$141,917	$32,997	$174,914
CODY DREHER	STAFF	40.00	Highest	$137,923	$42,041	$179,964

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	$15,296,283	$16,240,431	$11,951,478	$-944,148
2023	$14,379,035	$14,745,571	$12,561,447	$-366,536
2022	$13,471,692	$13,647,363	$13,401,575	$-175,671
2021	$13,711,164	$12,881,609	$13,528,201	$829,555
2020	$15,383,132	$12,767,065	$13,196,417	$2,616,067
2019	$13,284,686	$12,334,002	$11,055,497	$950,684
2018	$12,555,411	$12,320,008	$9,700,933	$235,403
2018	$12,555,411	$12,320,008	$9,700,933	$235,403

COLORADO EDUCATION ASSOCIATION