Old Colorado City Associates LTD (EIN 840885334) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1984

Legal Domicile

Tax Period

2023-07-01 to 2024-06-30

Old Colorado City Associates LTD, founded in 1984, is a small nonprofit that reported $535K in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $87K, a strong 16% operating margin.

Mission

Promotion of Old Colorado City and the Historical District

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $32,022

Program Service Revenue $491,823

Investment Income $719

Other Revenue $10,619

TOTAL REVENUE $535,183

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $447,862

Other Expenses $447,862

TOTAL EXPENSES $447,862

Year-over-Year Comparison

	2023	2022	Change
Revenue	$535,183	$491,982	+0.1%
Expenses	$447,862	$466,447	0.0%
Net Income	$87,321	$25,535	+2.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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
Jamie Bequette	Director	10.00	Director	$0	$0	$0
Andria Livingston	Director	10.00	Director	$0	$0	$0
Joanelle Williamson	Director	10.00	Director	$0	$0	$0
Monica Mcmillan	Director - Non Voting	10.00	Director	$0	$0	$0
Lori Vafiades	Director	10.00	Director	$0	$0	$0
Matt Radcliffe	Director	10.00	Director	$0	$0	$0
Jennifer Riddle	Director	10.00	Director	$0	$0	$0
Karen Hazlehurst	Director	10.00	Director	$0	$0	$0
Julie Fabrizio	Director	10.00	Director	$0	$0	$0
Andrea Warner	President	10.00	Officer Director	$0	$0	$0
Adam Stapan	Vice President	10.00	Officer	$0	$0	$0
Maizie Baalman	Secretary	10.00	Officer	$0	$0	$0
Bonnie Singleton	Vice Secretary	10.00	Officer	$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
2024	$535,183	$447,862	$307,951	$87,321
2023	$491,982	$466,447	$289,196	$25,535
2022	$397,610	$365,706	$216,371	$31,904
2021	$42,333	$98,837	$162,201	$-56,504
2020	$47,990	$233,474	$218,705	$-185,484
2019	$609,185	$566,702	$486,613	$42,483

Old Colorado City Associates LTD