ROCKY MOUNTAIN WORLD TRADE CENTER INSTITUTE (EIN 841317677) - 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

2001

Legal Domicile

Principal Officer

KAREN GERWITZ

Phone

3035925760

Tax Period

2024-07-01 to 2025-06-30

ROCKY MOUNTAIN WORLD TRADE CENTER INSTITUTE, founded in 2001, is a community nonprofit in the International Affairs sector that reported $1.2M in total revenue in fiscal year 2024.

Mission

THE WORLD TRADE CENTER DENVER CONDUCTS INFORMATIONAL PROGRAMS FOR ITS MEMBERS AND NON-MEMBERS.

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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 $482,094

Program Service Revenue $681,111

Investment Income $0

Other Revenue $2,607

TOTAL REVENUE $1,165,812

Expense Breakdown

Grants Paid $0

Salaries & Benefits $666,084

Fundraising Expenses $0

Program Expenses $1,086,358

Other Expenses $485,411

TOTAL EXPENSES $1,151,495

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,165,812	$1,103,192	+0.1%
Expenses	$1,151,495	$1,242,844	-0.1%
Net Income	$14,317	$-139,652	-1.1%

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

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

$135,404

Total Directors

$135,404

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KELSEY MORASKI	DIRECTOR	1.00	Director	$0	$0	$0
SHELDON BANCROFT	DIRECTOR	1.00	Director	$0	$0	$0
JACQUI BECKETT	SECRETARY	1.00	Officer Director	$0	$0	$0
KATE CALDECOURT	DIRECTOR	1.00	Director	$0	$0	$0
JACK CAPEROL	DIRECTOR	1.00	Director	$0	$0	$0
KAREN GERWITZ	PRESIDENT	30.00	Officer Director	$76,080	$8,604	$135,404
REBECCA LASHELLE	DIRECTOR	1.00	Director	$0	$0	$0
JEFF POPIEL	CHAIR	1.00	Officer Director	$0	$0	$0
BRANDON POWERS	TREASURER	1.00	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	$1,165,812	$1,151,495	$387,233	$14,317
2024	$1,103,192	$1,242,844	$372,916	$-139,652
2023	$1,202,334	$1,171,896	$512,968	$30,438
2022	$1,170,504	$1,037,953	$563,794	$132,551
2021	$884,267	$732,771	$429,481	$151,496
2020	$582,526	$581,923	$280,397	$603
2019	$783,703	$659,075	$199,864	$124,628
2018	$634,587	$629,561	$91,728	$5,026

ROCKY MOUNTAIN WORLD TRADE CENTER INSTITUTE