CCU ENDOWMENT FOUNDATION (EIN 841235728) - 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

1993

Legal Domicile

Phone

3039633000

Tax Period

2024-07-01 to 2025-06-30

CCU ENDOWMENT FOUNDATION, founded in 1993, is a community nonprofit in the Education sector that reported $1.7M in total revenue in fiscal year 2024. The organization ran a surplus of $1.4M, a strong 82% operating margin.

Mission

TO PROVIDE SUPPORT TO COLORADO CHRISTIAN UNIVERSITY, AN EXEMPT SCHOOL DESCRIBED IN INTERNAL REVENUE CODE SECTION 170(B)(1)(A)(II)

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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 $1,595,655

Program Service Revenue $0

Investment Income $75,396

Other Revenue $0

TOTAL REVENUE $1,671,051

Expense Breakdown

Grants Paid $299,750

Salaries & Benefits $9,158

Fundraising Expenses $0

Program Expenses $308,908

Other Expenses $0

TOTAL EXPENSES $308,908

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,671,051	$1,589,325	+0.1%
Expenses	$308,908	$297,193	+0.0%
Net Income	$1,362,143	$1,292,132	+0.1%

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

$649,926

Total Directors

$407,762

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Derek Hamilton	BOARD MEMBER	1.0	Officer Director	$0	$0	$0
Eric Hogue	President	0.5	Officer Director	$0	$30,684	$407,762
Will Armstrong	BOARD CHAIR	1.0	Officer Director	$0	$0	$0
Bryan Ritz	BOARD MEMBER	1.0	Director	$0	$0	$0
Harold Smethills	BOARD MEMBER	1.0	Director	$0	$0	$0
Rod Schlauger	BOARD MEMBER	1.0	Director	$0	$0	$0
Iain Wightman	VP of Finance and Technology	1.0	Officer	$0	$23,086	$233,164
Thomas Scheffel	CORPORATE COUNSEL/SECRETARY	1.0	Officer	$0	$0	$9,000

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
2025	$1,671,051	$308,908	$14,788,487	$1,362,143
2024	$1,589,325	$297,193	$11,770,716	$1,292,132
2023	$2,735,625	$368,037	$9,045,950	$2,367,588
2022	$421,981	$290,180	$6,129,395	$131,801
2021	$881,635	$271,365	$6,710,503	$610,270
2020	$249,701	$235,458	$4,946,386	$14,243
2019	$361,670	$242,365	$5,051,672	$119,305

CCU ENDOWMENT FOUNDATION