Pikes Peak United Way

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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

1922

Legal Domicile

Principal Officer

Cindy Aubrey

Phone

7196321543

Tax Period

2022-07-01 to 2023-06-30

Pikes Peak United Way, founded in 1922, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $5.7M in total revenue in fiscal year 2022. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $4.9M left a modest 12% surplus.

Mission

TO ENHANCE YOUTH SUCCESS AND FAMILY STABILITY IN THE PIKES PEAK REGION BY LEADING AND LIFTING THE MOST VULNERABLE IN OUR COMMUNITY WITH MENTORSHIP, LIFE RESOURCES AND REAL JOB OPPORTUNITIES. OUR SIGNATURE PROGRAMS AND (CON'T ON SCH O)

Program Service Accomplishments

Program 1

Expenses: $1,663,297 Revenue: $128,148

COMMUNITY INVESTMENT: IN ORDER TO MAKE SIGNIFICANT CHANGES IN A COMMUNITY MANY ORGANIZATIONS MUST WORK TOGETHER TO SUPPORT THOSE WHO ARE IN NEED. THROUGH THE COMMUNITY INVESTMENT/FUND ALLOCATIONS...

COMMUNITY INVESTMENT: IN ORDER TO MAKE SIGNIFICANT CHANGES IN A COMMUNITY MANY ORGANIZATIONS MUST WORK TOGETHER TO SUPPORT THOSE WHO ARE IN NEED. THROUGH THE COMMUNITY INVESTMENT/FUND ALLOCATIONS PROCESS, PIKES PEAK UNITED WAY WORKS WITH AND PROVIDES FUNDING TO 20 OTHER NON-PROFIT AGENCIES THAT PROVIDE SERVICES IN THE AREAS OF EDUCATION, INCOME, AND HEALTH. HIGH LEVEL VOLUNTEERS ARE GATHERED TO PERFORM AN ANNUAL REVIEW OF THE FUNDED PARTNERS AND RECOMMENDATIONS REGARDING THE AGENCIES AND/OR PROGRAMS VIABILITY AND DISTRIBUTION OF FUNDS ARE PRESENTED TO THE PIKES PEAK UNITED WAY BOARD OF DIRECTORS.

Program 2

Expenses: $428,200

2-1-1 INFORMATION AND REFERRAL: 2-1-1 IS A FREE, MULTILINGUAL, EASY-TO-REMEMBER THREE-DIGIT PHONE NUMBER THAT SERVES RESIDENTS OF 12 COUNTIES (ALAMOSA, CONEJOS, COSTILLA, CHAFFEE, CHEYENNE, EL PASO, LINCOLN, MINERAL, PARK, RIO GRANDE, SAGUACHE, AND TELLER), HELPING THOSE IN NEED NAVIGATE THE COMPLEX AND EVER-GROWING MAZE OF HEALTH AND HUMAN SERVICE PROVIDERS IN THEIR COMMUNITY. AT PRESENT, TRAINED INFORMATION SPECIALISTS STAFF THE HOTLINE FROM 8A.M. TO 5P.M. MONDAY THROUGH FRIDAY UTILIZING A COMPREHENSIVE DATABASE OF OVER 2,923 RESOURCES INCLUDING FEDERAL, STATE, AND LOCAL GOVERNMENT AGENCIES, PRIVATE NON-PROFITS, AS WELL AS FAITH AND COMMUNITY-BASED ORGANIZATIONS. (CON'T ON SCH O)

Program 3

Expenses: $504,059

COMMUNITY IMPACT: IF YOU ASK PEOPLE IN THE PIKES PEAK REGION ABOUT THE STATE OF OUR COMMUNITY AND ITS GOALS, YOU'LL HEAR A WIDE VARIETY OF OPINIONS ON WHAT THEY ARE AND WHAT THEY SHOULD BE. THE MOST SUCCESSFUL COMMUNITY AGENDAS ARE THOSE BASED ON SHARED COMMUNITY ASPIRATIONS AND OBJECTIVES DEVELOPED BY CITIZENS, NOT JUST "EXPERT" OPINIONS AND DATA ALONE. WITH THAT IN MIND, PIKES PEAK UNITED WAY CONTINUES TO LISTEN TO THE COMMUNITY TO UNDERSTAND THE VISION FOR OUR REGION, AND WHAT OBSTACLES WE FACE TO ACHIEVING THOSE AMBITIONS. PLACING VALUE ON BOTH EXPERT AS WELL AS PUBLIC KNOWLEDGE, WE WILL BE FOCUSING OUR EFFORTS ON THREE KEY AREAS: EDUCATION, INCOME AND HEALTH. (CON'T ON SCH O)

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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 (2022)

Revenue Breakdown

Contributions & Grants $5,672,404

Program Service Revenue $127,070

Investment Income $46,633

Other Revenue $-193,611

TOTAL REVENUE $5,652,496

Expense Breakdown

Grants Paid $2,022,253

Salaries & Benefits $1,803,392

Fundraising Expenses $543,379

Program Expenses $3,287,998

Other Expenses $1,110,235

TOTAL EXPENSES $4,949,230

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,652,496	$4,730,536	+0.2%
Expenses	$4,949,230	$4,733,382	+0.0%
Net Income	$703,266	$-2,846	-248.1%

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

1422

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

$336,210

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Cindy Aubrey	CEO/President	40.0	Officer	$156,886	$24,808	$181,694
Heather Steinman	COO	40.0	Officer	$111,641	$4,981	$116,622
Tom Hilton	CFO (From 08/2022)	40.0	Officer	$34,441	$3,453	$37,894
Deborah Hendrix	Chair	1.0	Officer Director	$0	$0	$0
Dan Nordberg	Vice Chair	1.0	Officer Director	$0	$0	$0
Morane Kerak	Treasurer	1.0	Officer Director	$0	$0	$0
Melissa Burkhardt Shields	Director	1.0	Director	$0	$0	$0
Jeff Detra	Director	1.0	Director	$0	$0	$0
Jeff Finn	Director	1.0	Director	$0	$0	$0
Randy Bernstein	Director	1.0	Director	$0	$0	$0
Jenifer Furda	Director	1.0	Director	$0	$0	$0
Betsy Brown	Director	1.0	Director	$0	$0	$0
Pastor Calvin Johnson	Director (From 11/2022)	1.0	Director	$0	$0	$0
Tracy Lessig	Director (05/2023)	1.0	Director	$0	$0	$0
Andrew Ritchie	Director (From 11/2022)	1.0	Director	$0	$0	$0
Chantal Lucas	Director (From 10/2022)	1.0	Director	$0	$0	$0
Annie Snead	Director (From 05/2023)	1.0	Director	$0	$0	$0
Laura Newman	Director	1.0	Director	$0	$0	$0
Mike Sullivan	Director	1.0	Director	$0	$0	$0
Bret Waters	Director (From 05/2023)	1.0	Director	$0	$0	$0
Aram Benyamin	Director (To 05/2023)	1.0	Director	$0	$0	$0
Cory Arcase	Director (To 05/2023)	1.0	Director	$0	$0	$0
Tom Ashley	Director (To 05/2023)	1.0	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$5,652,496	$4,949,230	$10,863,096	$703,266
2022	$4,730,536	$4,733,382	$7,867,287	$-2,846
2021	$5,782,619	$4,631,709	$7,009,077	$1,150,910
2020	$4,363,985	$4,233,545	$5,448,681	$130,440
2019	$3,971,719	$4,269,352	$4,927,178	$-297,633
2018	$4,279,444	$4,280,169	$7,675,227	$-725