United Way of Pueblo County Colorado Inc

EIN: 840404917 501(c)(3) Philanthropy & Grantmaking

Pueblo, CO

Total Revenue
$1,274,121
Total Expenses
$2,437,697
Total Assets
$4,043,840
Net Assets
$3,700,966
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1969
Legal Domicile
CO
Principal Officer
Shanna M Farmer
Phone
7192258580
Tax Period
2024-07-01 to 2025-06-30

United Way of Pueblo County Colorado Inc, founded in 1969, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2024. Revenue fell 70% from the prior year — a significant decline worth monitoring. Expenses of $2.4M exceeded revenue, resulting in a 91% operating deficit.

Mission

To serve as a trusted community leader by leveraging resources in support of collaborative solutions.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,033,672
Program Service Revenue $0
Investment Income $137,039
Other Revenue $103,410
TOTAL REVENUE $1,274,121

Expense Breakdown

Grants Paid $1,200,358
Salaries & Benefits $794,310
Fundraising Expenses $130,978
Program Expenses $2,160,884
Other Expenses $443,029
TOTAL EXPENSES $2,437,697

Year-over-Year Comparison

2024 2023 Change
Revenue $1,274,121 $4,254,894 -0.7%
Expenses $2,437,697 $1,916,011 +0.3%
Net Income $-1,163,576 $2,338,883 -1.5%
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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Governance

Voting Members
20
Independent Members
20
Employees
15
Volunteers
127

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
6
$116,824
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Alexis Ellis Chair 1.00
Officer Director
$0 $0 $0
Nathan Cape Vice Chair 1.00
Officer Director
$0 $0 $0
Karen Trujillo Secretary 1.00
Officer Director
$0 $0 $0
Jim Duff Treasurer 1.00
Officer Director
$0 $0 $0
Todd Ailes Board Member 1.00
Director
$0 $0 $0
Maria Cocchiarelli-Berger Board Member 1.00
Director
$0 $0 $0
Lindsay Reeves Board Member 1.00
Director
$0 $0 $0
Chris Snyder Board Member 1.00
Director
$0 $0 $0
Brian Estrada Board Member 1.00
Director
$0 $0 $0
Crystal Faricy-Coble Board Member 1.00
Director
$0 $0 $0
Carlos Garcia-Aguilar Board Member 1.00
Director
$0 $0 $0
Joseph Pye Board Member 1.00
Director
$0 $0 $0
Kennedy Pugh Board Member 1.00
Director
$0 $0 $0
Matt Smith Board Member 1.00
Director
$0 $0 $0
Dr David Volk Board Member 1.00
Director
$0 $0 $0
Dr Michael Wakefield Board Member 1.00
Director
$0 $0 $0
Luis Contereas Board Member 1.00
Officer Director
$0 $0 $0
Akemi Trujillo Board Member 1.00
Director
$0 $0 $0
Elle Villalva Akers Board Member 1.00
Director
$0 $0 $0
Reid Weber Board Member 1.00
Director
$0 $0 $0
Shanna Farmer President/CEO 40.00
Officer
$105,089 $11,735 $116,824
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 $1,274,121 $2,437,697 $4,043,840 $-1,163,576
2024 $4,254,894 $1,916,011 $5,145,411 $2,338,883
2023 $1,302,783 $1,088,221 $2,734,269 $214,562
2022 $927,013 $1,091,867 $2,366,466 $-164,854
2021 $1,827,706 $1,677,210 $2,794,403 $150,496
2020 $1,387,953 $1,336,289 $2,412,847 $51,664
2019 $1,233,285 $1,169,278 $2,503,944 $64,007
2018 $1,356,864 $1,210,434 $2,473,598 $146,430
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