Lift Up of Routt County (EIN 841385379) - 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

Suzanne Fegelein

Phone

9708702727

Tax Period

2023-01-01 to 2023-12-31

Lift Up of Routt County, founded in 1996, is a community nonprofit in the Human Services sector that reported $2.6M in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion.

Mission

NON PROFIT ORGANIZATION DEDICATED TO PROVIDING RESOURCES AND ASSISTANCE TO MEET BASIC HUMAN NEEDS WHILE STRENGTHENING SELF-SUFFICIENCY, LIFT UP CONSISTENTLY SERVES 10% OR MORE OF ROUTT COUNTYS POPULATION EACH YEAR.

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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 $1,303,554

Program Service Revenue $1,215,667

Investment Income $32,945

Other Revenue $0

TOTAL REVENUE $2,552,166

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $20,996

Program Expenses $2,099,231

Other Expenses $2,531,009

TOTAL EXPENSES $2,531,009

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,552,166	$2,135,634	+0.2%
Expenses	$2,531,009	$2,166,722	+0.2%
Net Income	$21,157	$-31,088	-1.7%

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

Volunteers

365

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL ROLFES	PRESIDENT	1.00	Officer	$0	$0	$0
ERIK PETERSEN	MEMBER	1.00	Officer	$0	$0	$0
KELLY KISSLING	MEMBER	1.00	Officer	$0	$0	$0
CHERYL TRANK	VICE PRESIDENT	1.00	Officer	$0	$0	$0
DR DIANA HORNUNG	MEMBER	1.00	Officer	$0	$0	$0
SUZANNE FEGELEIN	EXECUTIVE DIRECTOR	1.00	Highest	$115,182	$0	$115,182
Catie Greene	Member	1.00	Officer	$0	$0	$0
Bette Carlson	Secretary	1.00	Officer	$0	$0	$0
Susan Mizen	Member	1.00	Officer	$0	$0	$0
Norma Ruth Ryan	Member	1.00	Officer	$0	$0	$0
Lucy Effinger	TREASURER	1.00	Officer	$0	$0	$0
Tim Selby	Member	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	No data	No data	No data	No data
2023	$2,552,166	$2,531,009	$3,135,930	$21,157
2022	$2,135,634	$2,166,722	$3,096,636	$-31,088
2021	$2,106,107	$2,217,828	$3,119,503	$-111,721
2020	$2,726,052	$1,765,622	$3,236,936	$960,430
2019	$1,680,582	$1,620,544	$2,427,728	$60,038
2018	$1,519,171	$1,510,865	$2,385,723	$8,306
2018	$1,519,171	$1,510,865	$2,385,723	$8,306

Lift Up of Routt County