Coleman Colorado Foundation (EIN 841600303) - 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

2002

Legal Domicile

Principal Officer

William Coleman

Phone

7208909592

Tax Period

2020-07-01 to 2021-06-30

Coleman Colorado Foundation, founded in 2002, is a small nonprofit in the Education sector that reported $272K in total revenue in fiscal year 2020. Expenses of $252K left a modest 7% surplus.

Mission

See Part III.

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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 (2020)

Revenue Breakdown

Contributions & Grants $271,728

Program Service Revenue $0

Investment Income $4

Other Revenue $0

TOTAL REVENUE $271,732

Expense Breakdown

Grants Paid $250,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $250,000

Other Expenses $1,994

TOTAL EXPENSES $251,994

Year-over-Year Comparison

	2020	2019	Change
Revenue	$271,732	$253,904	+0.1%
Expenses	$251,994	$255,741	0.0%
Net Income	$19,738	$-1,837	-11.7%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
William Coleman	President through 11/2020	1.00	Officer Director	$0	$0	$0
Claudia Coleman	Secretary	1.00	Officer Director	$0	$0	$0
John Bliss	Treasurer	1.00	Officer Director	$0	$0	$0
Peter Steinhauer	Director	1.00	Director	$0	$0	$0
William Caile	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
2021	$271,732	$251,994	$50,773	$19,738
2020	$253,904	$255,741	$29,576	$-1,837
2019	$502,529	$504,248	$31,413	$-1,719

Coleman Colorado Foundation