ASPEN BOARD OF REALTORS-BILL HELDMAN STARK KING MEM SCHOLARSHIP FOUNDATION (EIN 841568414) - 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

1999

Legal Domicile

Principal Officer

ROD WOELFLE

Phone

9709270235

Tax Period

2023-01-01 to 2023-12-31

ASPEN BOARD OF REALTORS-BILL HELDMAN STARK KING MEM SCHOLARSHIP FOUNDATION, founded in 1999, is a small nonprofit in the Education sector that reported $107K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $41K, a strong 39% operating margin.

Mission

SCHOLARSHIP PROGRAM SET UP TO ENABLE STUDENTS TO OBTAIN POST HIGH SCHOOL EDUCATION.

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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 $1,350

Program Service Revenue $0

Investment Income $37,157

Other Revenue $68,248

TOTAL REVENUE $106,755

Expense Breakdown

Grants Paid $47,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $47,500

Other Expenses $17,992

TOTAL EXPENSES $65,492

Year-over-Year Comparison

	2023	2022	Change
Revenue	$106,755	$136,396	-0.2%
Expenses	$65,492	$60,148	+0.1%
Net Income	$41,263	$76,248	-0.5%

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

N/A

Volunteers

100

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
ROD WOELFLE	PRESIDENT	3.00	Officer Director	$0	$0	$0
GINI KING	MEMBER	1.00	Director	$0	$0	$0
MELISSA TEMPLE	MEMBER	1.00	Director	$0	$0	$0
JASON HODGES	MEMBER	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
2024	No data	No data	No data	No data
2023	$106,755	$65,492	$926,975	$41,263
2022	$136,396	$60,148	$847,004	$76,248
2021	$136,089	$58,543	$920,404	$77,546
2020	$99,556	$48,646	$801,398	$50,910
2019	$80,219	$57,232	$727,493	$22,987
2018	$71,172	$41,084	$599,151	$30,088

ASPEN BOARD OF REALTORS-BILL HELDMAN STARK KING MEM SCHOLARSHIP FOUNDATION