SPECIAL DISTRICT ASSOCIATION OF COLORADO (EIN 840699064) - 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

1975

Legal Domicile

Principal Officer

ANN A TERRY

Phone

3038631733

Tax Period

2024-01-01 to 2024-12-31

SPECIAL DISTRICT ASSOCIATION OF COLORADO, founded in 1975, is a community nonprofit that reported $3.7M in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. Expenses of $3.4M left a modest 10% surplus.

Mission

TO PROVIDE INFORMATION THROUGH CONFERENCES AND PUBLICATION TO ASSIST SPECIAL DISTRICTS.

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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 $1,238

Program Service Revenue $3,572,046

Investment Income $172,125

Other Revenue $0

TOTAL REVENUE $3,745,409

Expense Breakdown

Grants Paid $5,852

Salaries & Benefits $1,842,920

Fundraising Expenses $0

Program Expenses $3,040,178

Other Expenses $1,528,549

TOTAL EXPENSES $3,377,321

Year-over-Year Comparison

	2024	2023	Change
Revenue	$3,745,409	$3,447,541	+0.1%
Expenses	$3,377,321	$3,297,294	+0.0%
Net Income	$368,088	$150,247	+1.4%

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

$595,346

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JIM KULLHEM	BOARD MEMBER	1.00	Director	$0	$0	$0
ROSS BLACKMER	BOARD MEMBER	1.00	Director	$0	$0	$0
JAMES BORLAND	BOARD MEMBER	1.00	Director	$0	$0	$0
SUE BLAIR	PRESIDENT	1.00	Director	$0	$0	$0
RONDA LOBATO	TREASURER	1.00	Director	$0	$0	$0
BILL CLAYTON	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL SIMMONS	VICE PRESIDENT	1.00	Director	$0	$0	$0
PHIL THOMAS	BOARD MEMBER	1.00	Director	$0	$0	$0
JODI DOCHEFF	BOARD MEMBER	1.00	Director	$0	$0	$0
KENT BOSCH	BOARD MEMBER	1.00	Director	$0	$0	$0
DICK CLEVELAND	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL VALDEZ	DIRECTOR OF POLICY	40.00	Key Emp	$225,500	$49,272	$274,772
MEREDITH QUARLES	DIRECTOR OF OPERATIONS	40.00	Key Emp	$259,500	$61,074	$320,574
ANN TERRY	EXECUTIVE DIRECTOR	40.00	Highest	$327,000	$71,621	$398,621
MEGAN LIPPARD	EDITOR/COMMUNICATIONS MANAGER	1.00	Highest	$114,500	$39,037	$153,537

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	$3,745,409	$3,377,321	$4,831,888	$368,088
2023	$3,447,541	$3,297,294	$4,405,877	$150,247
2022	$3,104,406	$2,840,468	$4,237,041	$263,938
2021	$2,660,513	$2,056,945	$3,821,981	$603,568
2020	$2,425,670	$1,434,944	$2,963,941	$990,726

SPECIAL DISTRICT ASSOCIATION OF COLORADO