Rocky Mountain Values (EIN 841860320) - 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

2019

Legal Domicile

Principal Officer

Justin Lamorte

Tax Period

2023-01-01 to 2023-12-31

Rocky Mountain Values, founded in 2019, is a community nonprofit that reported $1.9M in total revenue in fiscal year 2023. The organization ran a surplus of $407K, a strong 22% operating margin.

Mission

Rocky Mountain Values is a Colorado non-profit organization that is made up of real Coloradans fighting to make sure that we can all earn a good living and have a good life no matter our zip code.

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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 $1,852,728

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,852,728

Expense Breakdown

Grants Paid $0

Salaries & Benefits $145,356

Fundraising Expenses $0

Program Expenses $1,393,769

Other Expenses $1,300,377

TOTAL EXPENSES $1,445,733

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,852,728	N/A	N/A
Expenses	$1,445,733	$2,501	+577.1%
Net Income	$406,995	$-2,501	-163.7%

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

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

$83,358

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Justin Lamorte	Executive Director	40.00	Officer	$83,358	$0	$83,358
Amanda Howard	Treasurer and Director	1.00	Officer Director	$0	$0	$0
Susan Whitlock	President and Director	1.00	Officer Director	$0	$0	$0
William Frank Walsh	Secretary and Director	1.00	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	$1,852,728	$1,445,733	$464,368	$406,995
2020	$2,825,245	$3,286,686	$48,272	$-461,441
2019	$4,050,000	$3,540,287	$509,713	$509,713

Rocky Mountain Values