COLORADO ROCKY MOUNTAIN SCHOOL FOUNDATION INC (EIN 841249911) - 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

Principal Officer

JOSEPH D WHITE

Phone

9709632562

Tax Period

2023-07-01 to 2024-06-30

COLORADO ROCKY MOUNTAIN SCHOOL FOUNDATION INC, founded in 1993, is a community nonprofit in the Education sector that reported $2.7M in total revenue in fiscal year 2023. Revenue surged 55% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.4M, a strong 88% operating margin.

Mission

TO RECEIVE AND MANAGE ENDOWMENT FUNDS WHICH SUPPORT COLORADO ROCKY MOUNTAIN SCHOOL, INC.

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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 $1,098,505

Program Service Revenue $0

Investment Income $1,645,214

Other Revenue $0

TOTAL REVENUE $2,743,719

Expense Breakdown

Grants Paid $248,573

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $248,573

Other Expenses $74,681

TOTAL EXPENSES $323,254

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,743,719	$1,765,000	+0.6%
Expenses	$323,254	$319,159	+0.0%
Net Income	$2,420,465	$1,445,841	+0.7%

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

$193,311

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSEPH D WHITE	TREASURER	2.00	Officer	$0	$27,284	$193,311
GARRETT BJORKMAN	DIRECTOR	1.00	Director	$0	$0	$0
PEGGY CORCILLO	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW KAROW	DIRECTOR	1.00	Director	$0	$0	$0
PETER LOURAS	DIRECTOR	1.00	Director	$0	$0	$0
TODGER ANDERSON	PRESIDENT	2.00	Officer 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
2025	No data	No data	No data	No data
2024	$2,743,719	$323,254	$32,076,796	$2,420,465
2023	$1,765,000	$319,159	$27,057,129	$1,445,841
2022	$320,653	$447,637	$23,804,571	$-126,984
2021	$1,315,664	$63,693	$28,254,366	$1,251,971
2020	$336,421	$378,284	$20,159,872	$-41,863
2019	$439,428	$365,324	$19,053,063	$74,104
2018	$734,412	$352,533	$18,108,032	$381,879

COLORADO ROCKY MOUNTAIN SCHOOL FOUNDATION INC