COLORADO BUSINESS GROUP ON HEALTH C/O WIPFLI LLP (EIN 841384777) - 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

ROBERT SMITH

Phone

3039220939

Tax Period

2023-01-01 to 2023-12-31

COLORADO BUSINESS GROUP ON HEALTH C/O WIPFLI LLP, founded in 1996, is a small nonprofit that reported $203K in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $289K exceeded revenue, resulting in a 42% operating deficit.

Mission

TO ADVANCE THE PURCHASER'S ROLE IN ADVANCING HIGH QUALITY, COST EFFECTIVE HEALTH CARE.

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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 $15,275

Program Service Revenue $187,752

Investment Income $0

Other Revenue $0

TOTAL REVENUE $203,027

Expense Breakdown

Grants Paid $0

Salaries & Benefits $193,245

Fundraising Expenses $0

Program Expenses $156,340

Other Expenses $95,912

TOTAL EXPENSES $289,157

Year-over-Year Comparison

	2023	2022	Change
Revenue	$203,027	$325,399	-0.4%
Expenses	$289,157	$413,420	-0.3%
Net Income	$-86,130	$-88,021	0.0%

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

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

$155,060

Total Directors

$155,060

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT SMITH	EXECUTIVE DIRECTOR	40.00	Officer Director	$124,048	$31,012	$155,060
HEATHER BRITTON	PRESIDENT	1.00	Officer Director	$0	$0	$0
NATHAN COOPER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KENNETH DETWEILER	TREASURER	1.00	Officer Director	$0	$0	$0
LORIE ROBERTSON	SECRETARY	1.00	Officer Director	$0	$0	$0
KEVIN PATTERSON	DIRECTOR	1.00	Director	$0	$0	$0
ED PITTAWAY	DIRECTOR	1.00	Director	$0	$0	$0
TERESA ROCHE	DIRECTOR	1.00	Director	$0	$0	$0
SUNDAY SOTOMAYOR	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER STROH	DIRECTOR	1.00	Director	$0	$0	$0
GENA TRUJILLO	DIRECTOR	1.00	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
2023	$203,027	$289,157	No data	$-86,130
2022	$325,399	$413,420	$269,956	$-88,021
2021	$475,882	$498,341	$403,468	$-22,459
2020	$475,984	$506,948	$486,151	$-30,964
2019	$412,094	$517,287	$648,720	$-105,193
2018	$689,255	$607,497	$652,591	$81,758

COLORADO BUSINESS GROUP ON HEALTH C/O WIPFLI LLP