COMMUNITY FOUNDATION SERVING SOUTHWEST COLORADO (EIN 841474900) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1998

Phone

9703755807

Tax Period

2023-01-01 to 2023-12-31

COMMUNITY FOUNDATION SERVING SOUTHWEST COLORADO, founded in 1998, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $6.1M in total revenue in fiscal year 2023. Revenue surged 69% from the prior year, signaling strong growth momentum. Expenses of $5.8M left a modest 6% surplus.

Mission

To develop and increase charitable giving that connects donors to community needs in Southwest Colorado and to support the nonprofit sector through granting and educational opportunities.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,308,784

Program Service Revenue $0

Investment Income $294,347

Other Revenue $536,522

TOTAL REVENUE $6,139,653

Expense Breakdown

Grants Paid $4,710,466

Salaries & Benefits $416,868

Fundraising Expenses $311,606

Program Expenses $5,001,982

Other Expenses $634,989

TOTAL EXPENSES $5,762,323

Year-over-Year Comparison

	2023	2022	Change
Revenue	$6,139,653	$3,623,709	+0.7%
Expenses	$5,762,323	$2,812,434	+1.0%
Net Income	$377,330	$811,275	-0.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

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

$110,197

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIGGEN WRINKLE	Executive Dir.	40.00	Officer	$98,197	$12,000	$110,197
JOHN ARMS	President	5.00	Officer Director	$0	$0	$0
MOLLY MARTIN	Vice President	5.00	Officer Director	$0	$0	$0
MARTHA MINOT	Secretary	5.00	Officer Director	$0	$0	$0
HOLLY ASHER	BOARD MEMBER	5.00	Director	$0	$0	$0
NICOLE BONN	BOARD MEMBER	5.00	Director	$0	$0	$0
KIM EISNER	BOARD MEMBER	5.00	Director	$0	$0	$0
LAURIE MEININGER	BOARD MEMBER	5.00	Director	$0	$0	$0
CHERYL NIXON	BOARD MEMBER	5.00	Director	$0	$0	$0
TRENT PORTER	BOARD MEMBER	5.00	Director	$0	$0	$0
KAREN THOMPSON	BOARD MEMBER	5.00	Director	$0	$0	$0
DAVID SMILEY	Treasurer	5.00	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
2024	No data	No data	No data	No data
2023	$6,139,653	$5,762,323	$13,702,532	$377,330
2022	$3,623,709	$2,812,434	$14,351,017	$811,275
2021	$6,509,684	$4,874,167	$10,384,796	$1,635,517
2020	$3,877,808	$3,292,495	$7,354,120	$585,313
2019	$2,493,596	$2,005,994	$6,509,199	$487,602
2018	$3,200,312	$2,400,427	$5,110,638	$799,885

COMMUNITY FOUNDATION SERVING SOUTHWEST COLORADO