COLORADO PLANNED GIVING ROUNDTABLE

EIN: 841241600 501(c)(3) Philanthropy & Grantmaking

PINE, CO

Total Revenue
$276,100
Total Expenses
$255,211
Total Assets
$296,220
Net Assets
$296,205
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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
2010
Legal Domicile
CO
Principal Officer
BRANDY BERTRAM
Phone
3039322764
Tax Period
2024-01-01 to 2024-12-31

COLORADO PLANNED GIVING ROUNDTABLE, founded in 2010, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $276K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $255K left a modest 8% surplus.

Mission

INSPIRING OUR COMMUNITY TO INCREASE THE QUANTITY AND THE QUALITY OF CHARITABLE PLANNED GIFTS TO NONPROFIT ORGANIZATIONS. WE ACCOMPLISH THIS THROUGH QUALITY EDUCATION, INCREASED AWARENESS, AND NETWORKING OPPORTUNITIES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $98,145
Program Service Revenue $160,760
Investment Income $17,195
Other Revenue $0
TOTAL REVENUE $276,100

Expense Breakdown

Grants Paid $1,200
Salaries & Benefits $89,437
Fundraising Expenses $47
Program Expenses $124,232
Other Expenses $164,574
TOTAL EXPENSES $255,211

Year-over-Year Comparison

2024 2023 Change
Revenue $276,100 $246,547 +0.1%
Expenses $255,211 $241,348 +0.1%
Net Income $20,889 $5,199 +3.0%
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

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Governance

Voting Members
14
Independent Members
14
Employees
1
Volunteers
103

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
5
$84,216
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TINA DRUM EXECUTIVE DI 32.00
Officer
$78,912 $5,304 $84,216
ELIZABETH HARCOMBE AT LARGE 1.00
Director
$0 $0 $0
JON KRAUS AT LARGE 0.50
Director
$0 $0 $0
LISA KUKURA AT LARGE 0.50
Director
$0 $0 $0
DEAN LAATT AT LARGE 0.50
Director
$0 $0 $0
GENEVIEVE LACA AT LARGE 0.50
Director
$0 $0 $0
KHANH LE AT LARGE 0.50
Director
$0 $0 $0
DAVID MORRISON AT LARGE 0.25
Director
$0 $0 $0
LINDSAY NEWMAN AT LARGE 1.00
Director
$0 $0 $0
LYNDA RICKETSON AT LARGE 1.00
Director
$0 $0 $0
MAGGIE STOOT AT LARGE 0.50
Director
$0 $0 $0
BRANDY BERTRAM BOARD PRESID 3.00
Officer
$0 $0 $0
KELLI HIRSCH BOARD SECRET 2.00
Officer
$0 $0 $0
JAMIE MAGER BOARD TREASU 1.00
Officer
$0 $0 $0
GLORIA PRICE VICE PRESIDE 1.00
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 $276,100 $255,211 $296,220 $20,889
2023 $246,547 $241,348 $267,240 $5,199
2022 $234,219 $222,389 $246,344 $11,830
2019 $241,301 $210,713 $217,791 $30,588
2018 $225,895 $194,228 $181,201 $31,667
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