WESTERN COLORADO COMMUNITY FOUNDATION INC (EIN 841354894) - 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

1996

Legal Domicile

Principal Officer

ANNE WENZEL

Phone

9702433767

Tax Period

2024-01-01 to 2024-12-31

WESTERN COLORADO COMMUNITY FOUNDATION INC, founded in 1996, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $20.5M in total revenue in fiscal year 2024. Revenue surged 75% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.4M, a strong 46% operating margin.

Mission

TO PROMOTE CHARITABLE GIVING TO BENEFIT THE RESIDENTS AND COMMUNITIES OF WESTERN COLORADO.

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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 $13,608,054

Program Service Revenue $0

Investment Income $6,797,638

Other Revenue $100,716

TOTAL REVENUE $20,506,408

Expense Breakdown

Grants Paid $8,352,625

Salaries & Benefits $1,376,685

Fundraising Expenses $91,444

Program Expenses $9,685,770

Other Expenses $1,338,024

TOTAL EXPENSES $11,067,334

Year-over-Year Comparison

	2024	2023	Change
Revenue	$20,506,408	$11,745,556	+0.7%
Expenses	$11,067,334	$8,680,617	+0.3%
Net Income	$9,439,074	$3,064,939	+2.1%

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

107

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

$392,922

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN PRINSTER	CHAIR	1.00	Officer Director	$0	$0	$0
TERRI CHINN	VICE CHAIR	1.00	Officer Director	$0	$0	$0
ROBIN TOLAN	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID LANE	TREASURER	1.00	Officer Director	$0	$0	$0
MARY BETH BUESCHER	DIRECTOR	1.00	Director	$0	$0	$0
GENA COOPER	DIRECTOR	1.00	Director	$0	$0	$0
RAUL DE VILLEGAS-DECKER	DIRECTOR	1.00	Director	$0	$0	$0
ABRAM HERMAN	DIRECTOR	1.00	Director	$0	$0	$0
GREGG KAMPF	DIRECTOR	1.00	Director	$0	$0	$0
DAVID LIVINGSTON	DIRECTOR	1.00	Director	$0	$0	$0
CARLTON MASON	DIRECTOR	1.00	Director	$0	$0	$0
DOUG MAY	DIRECTOR	1.00	Director	$0	$0	$0
DORIS MCGUIRE	DIRECTOR	1.00	Director	$0	$0	$0
JOEY MONTOYA-BOESE	DIRECTOR	1.00	Director	$0	$0	$0
TOM PARRISH	DIRECTOR	1.00	Director	$0	$0	$0
HAZEL STEVENS PRICE	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS UNFUG	DIRECTOR	1.00	Director	$0	$0	$0
JUDY VANDERLEEST	DIRECTOR	1.00	Director	$0	$0	$0
BILL WELCH	DIRECTOR	1.00	Director	$0	$0	$0
ANNE WENZEL	CEO/PRESIDENT	40.00	Officer	$189,313	$67,684	$256,997
CHEREE SEADER	DIRECTOR OF FINANCE AND OPERATIONS	40.00	Officer	$122,506	$13,419	$135,925

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	$20,506,408	$11,067,334	$186,547,695	$9,439,074
2023	$11,745,556	$8,680,617	$169,955,556	$3,064,939
2022	$57,197,510	$7,032,223	$151,229,607	$50,165,287
2021	$13,243,479	$5,973,016	$118,852,792	$7,270,463
2020	$6,145,035	$5,866,013	$99,414,963	$279,022
2019	$8,603,710	$5,565,631	$88,267,866	$3,038,079
2018	$9,626,913	$4,398,182	$74,511,201	$5,228,731

WESTERN COLORADO COMMUNITY FOUNDATION INC