ROUNDUP RIDERS OF THE ROCKIES HERITAGE AND TRAILS FOUNDATION (EIN 840933209) - 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

1983

Legal Domicile

Principal Officer

BENJAMIN DUKE III

Phone

3037711555

Tax Period

2024-01-01 to 2024-12-31

ROUNDUP RIDERS OF THE ROCKIES HERITAGE AND TRAILS FOUNDATION, founded in 1983, is a small nonprofit that reported $305K in total revenue in fiscal year 2024. The organization ran a surplus of $178K, a strong 58% operating margin.

Mission

PRESERVATION AND MAINTENANCE OF TRAILS AND RELATED EDUCATIONAL ACTIVITIES

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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 $203,525

Program Service Revenue $0

Investment Income $101,148

Other Revenue $0

TOTAL REVENUE $304,673

Expense Breakdown

Grants Paid $116,280

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $116,280

Other Expenses $10,609

TOTAL EXPENSES $126,889

Year-over-Year Comparison

	2024	2023	Change
Revenue	$304,673	$316,251	0.0%
Expenses	$126,889	$130,131	0.0%
Net Income	$177,784	$186,120	0.0%

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

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
BENJAMIN DUKE III	PRESDIENT	4.00	Officer Director	$0	$0	$0
JOE FREEMAN	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES P GOFF	TREASURER	1.00	Officer Director	$0	$0	$0
KIM HAARBERG	SECRETARY	1.00	Officer Director	$0	$0	$0
MARK JOHNSON	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE O'DEA	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT STUART	BOARD MEMBER	1.00	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
2024	$304,673	$126,889	$1,835,858	$177,784
2023	$316,251	$130,131	$1,511,654	$186,120
2022	$-114,358	$110,853	$1,325,534	$-225,211
2021	$307,522	$110,012	$1,550,745	$197,510
2020	$169,110	$117,705	$1,353,235	$51,405
2019	$301,500	$103,892	$1,301,830	$197,608
2018	$196,409	$153,354	$1,104,222	$43,055

ROUNDUP RIDERS OF THE ROCKIES HERITAGE AND TRAILS FOUNDATION