WELD LEGACY FOUNDATION (EIN 840718355) - 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

JEFFREY CARLSON

Phone

9703569020

Tax Period

2023-01-01 to 2023-12-31

WELD LEGACY FOUNDATION, founded in 1975, is a mid-sized nonprofit in the Health Care sector that reported $11.2M in total revenue in fiscal year 2023. Revenue surged 629% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8.4M, a strong 75% operating margin.

Mission

TO POSITIVELY IMPACT THE HEALTH, EDUCATION, AND WELLNESS OF WELD COUNTY.

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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 $10,170,961

Program Service Revenue $50,640

Investment Income $996,024

Other Revenue $-12,867

TOTAL REVENUE $11,204,758

Expense Breakdown

Grants Paid $2,105,215

Salaries & Benefits $0

Fundraising Expenses $264,196

Program Expenses $2,123,338

Other Expenses $649,628

TOTAL EXPENSES $2,754,843

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,204,758	$1,535,969	+6.3%
Expenses	$2,754,843	$1,535,458	+0.8%
Net Income	$8,449,915	$511	+16535.0%

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

N/A

Volunteers

150

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

$143,840

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOM GRANT	PRESIDENT & CHAIR	1.00	Officer Director	$0	$0	$0
BRANDON HOUTCHENS	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ROBERT MURPHY	TREASURER	1.00	Officer Director	$0	$0	$0
MARK LAWLEY	SECRETARY	1.00	Officer Director	$0	$0	$0
VICKI WILSON PHD RN	DIRECTOR	1.00	Director	$0	$0	$0
MIKE SIMONE	DIRECTOR	1.00	Director	$0	$0	$0
TRAVIS GILLMORE	DIRECTOR	1.00	Director	$0	$0	$0
ROSE STOLLER	DIRECTOR	1.00	Director	$0	$0	$0
JASON YEATER	DIRECTOR	1.00	Director	$0	$0	$0
JOHN DOLLARHIDE	DIRECTOR	1.00	Director	$0	$0	$0
TIMOTHY BRYNTESON	DIRECTOR	1.00	Director	$0	$0	$0
JEFFREY CARLSON	CHIEF EXECUTIVE OFFICER	10.00	Officer	$0	$5,657	$57,069
RAMON SERRANO	CHIEF FINANCIAL OFFICER	10.00	Officer	$0	$4,310	$40,298
MIKE BOND	CHIEF OPERATING OFFICER	10.00	Officer	$0	$6,140	$46,473

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	No data	No data	No data	No data
2023	$11,204,758	$2,754,843	$33,567,303	$8,449,915
2022	$1,535,969	$1,535,458	$29,729,233	$511
2021	$5,257,308	$1,219,447	$33,289,222	$4,037,861
2020	$1,727,053	$1,190,845	$23,016,586	$536,208
2019	$3,281,187	$3,179,194	$20,710,635	$101,993
2018	$2,707,672	$2,745,450	$18,203,246	$-37,778

WELD LEGACY FOUNDATION