COLORADO 500 CHARITY FUND

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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

1984

Legal Domicile

Principal Officer

JANET LOHMAN

Phone

9709274010

Tax Period

2023-12-01 to 2024-11-30

COLORADO 500 CHARITY FUND, founded in 1984, is a small nonprofit that reported $701K in total revenue in fiscal year 2023.

Mission

TO PROVIDE ASSISTANCE IN THE FORM OF SCHOLARSHIPS AND GRANTS TO WORTHY INDIVIDUALS AND ORGANIZATIONS IN WESTERN COLORADO

Program Service Accomplishments

Program 1

Expenses: $682,894 Revenue: $692,157

TO PROVIDE CASH BENEFITS TO MOSTLY YOUTH ORIENTED AGENCIES THAT ARE FORGOTTEN BY THE FUND RAISING ORGANIZATIONS ON THE WESTERN SLOPE OF THE STATE OF COLORADO

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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 $197,140

Program Service Revenue $0

Investment Income $9,095

Other Revenue $495,017

TOTAL REVENUE $701,252

Expense Breakdown

Grants Paid $0

Salaries & Benefits $137,986

Fundraising Expenses $0

Program Expenses $682,894

Other Expenses $544,908

TOTAL EXPENSES $682,894

Year-over-Year Comparison

	2023	2022	Change
Revenue	$701,252	N/A	N/A
Expenses	$682,894	N/A	N/A
Net Income	$18,358	N/A	N/A

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
JANET LOHMAN	EXECUTIVE DIRECTOR	N/A		$24,000	$0	$24,000

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	$701,252	$682,894	$828,393	$18,358
2024	$400	$12,566	$770,818	$-12,166
2023	$701,252	$684,104	$824,847	$17,148
2022	$322,377	$335,300	$762,889	$-12,923
2021	$379,844	$291,228	$775,791	$88,616
2020	$230,809	$264,784	$688,437	$-33,975