COLORADO CHAPTER OF THE APPRAISAL INSTITUTE (EIN 841158375) - 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

1992

Legal Domicile

Principal Officer

SUSANNE DICKINSON

Phone

3036910487

Tax Period

2018-01-01 to 2018-12-31

COLORADO CHAPTER OF THE APPRAISAL INSTITUTE, founded in 1992, is a small nonprofit that reported $250K in total revenue in fiscal year 2018.

Mission

ADVANCE PROFESSIONALISM, ETHICS, GLOBAL STANDARDS, & PRACTICES THROUGH PROFESSIONAL DEVELOPMENT.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $246,259

Investment Income $4,109

Other Revenue $0

TOTAL REVENUE $250,368

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $261,370

TOTAL EXPENSES $261,370

Year-over-Year Comparison

	2018	2017	Change
Revenue	$250,368	$263,476	0.0%
Expenses	$261,370	$240,293	+0.1%
Net Income	$-11,002	$23,183	-1.5%

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

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
SUSANNE DICKINSON MAI	PRESIDENT	5.00	Officer Director	$0	$0	$0
BENJAMIN B DAVIDSON MAI SRA	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
JASON LETMAN MAI	SECRETARY/TREASURER	5.00	Officer Director	$0	$0	$0
JON VAUGHAN MAI	PAST PRESIDENT	5.00	Officer Director	$0	$0	$0
DUSTIN P FERGUSON MAI	DIRECTOR	5.00	Director	$0	$0	$0
SCOTT MCHENRY MAI AI-RRS	DIRECTOR	5.00	Director	$0	$0	$0
WARREN B BOIZOT III SRA	DIRECTOR	5.00	Director	$0	$0	$0
JEOVANI GAYTAN SRA	DIRECTOR	5.00	Director	$0	$0	$0
JUSTIN ATWELL MAI	DIRECTOR	5.00	Director	$0	$0	$0
CHRISTOPHER MCDERMOTT MAI	DIRECTOR	5.00	Director	$0	$0	$0
NIKELL M CLOSE MAI AI-GRS	DIRECTOR	5.00	Director	$0	$0	$0
GREGORY BAKER MAI	DIRECTOR	5.00	Director	$0	$0	$0
MICHAEL R NASH MAI AI-GRS	DIRECTOR	5.00	Director	$0	$0	$0
SHERRY ENGLEBERG	EXECUTIVE DIRECTOR	40.00	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
2018	$250,368	$261,370	$145,830	$-11,002

COLORADO CHAPTER OF THE APPRAISAL INSTITUTE