COLORADO WEST SR CITIZENS INC (EIN 840628622) - 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

1973

Legal Domicile

Principal Officer

MATT SMITH

Phone

9702426682

Tax Period

2024-07-01 to 2025-06-30

COLORADO WEST SR CITIZENS INC, founded in 1973, is a small nonprofit that reported $583K in total revenue in fiscal year 2024. Expenses of $536K left a modest 8% surplus.

Mission

TO PROVIDE LOW INCOME ELDERLY A SAFE, CLEAN, AND AFFORDABLE PLACE TO LIVE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $538,797

Investment Income $6,991

Other Revenue $37,064

TOTAL REVENUE $582,852

Expense Breakdown

Grants Paid $0

Salaries & Benefits $188,620

Fundraising Expenses $0

Program Expenses $429,347

Other Expenses $347,467

TOTAL EXPENSES $536,087

Year-over-Year Comparison

	2024	2023	Change
Revenue	$582,852	$574,474	+0.0%
Expenses	$536,087	$516,696	+0.0%
Net Income	$46,765	$57,778	-0.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN BALLAGH	DIRECTOR	0.50	Director	$0	$0	$0
GORDON BARKER	DIRECTOR	0.50	Director	$0	$0	$0
TREVOR JOHNSON	SEC / TREAS	0.50	Director	$0	$0	$0
KIRK KNOWLES	VICE PRESIDE	0.50	Director	$0	$0	$0
PAM PARIS	DIRECTOR	0.50	Director	$0	$0	$0
MATT SMITH	PRESIDENT	0.50	Director	$0	$0	$0
STEPHENIE STEPHENSON	DIRECTOR	0.50	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	$582,852	$536,087	$1,226,588	$46,765
2024	$574,474	$516,696	$1,173,350	$57,778
2023	$562,870	$524,493	$1,272,825	$38,377
2022	$549,535	$489,757	$1,382,970	$59,778
2021	$545,673	$456,895	$1,467,033	$88,778
2020	$515,246	$499,598	$1,425,052	$15,648
2019	$535,658	$502,556	$1,431,722	$33,102

COLORADO WEST SR CITIZENS INC