Colorado Energy Foundation (EIN 842600843) - 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

Sara Young Reynolds

Phone

3038610362

Tax Period

2024-01-01 to 2024-12-31

Colorado Energy Foundation, founded in 2019, is a small nonprofit in the Community Improvement sector that reported $278K in total revenue in fiscal year 2024. The organization ran a surplus of $53K, a strong 19% operating margin.

Mission

The Colorado Energy Foundation was incorporated in 2019 as a 501(c)(3) supporting organization of the Colorado Oil & Gas Association and seeks to amplify existing philanthropic efforts of the oil and gas industry in Colorado and develop new community partnerships through strategic investment.

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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 (2024)

Revenue Breakdown

Contributions & Grants $185,453

Program Service Revenue $92,587

Investment Income $0

Other Revenue $0

TOTAL REVENUE $278,040

Expense Breakdown

Grants Paid $125,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $224,141

Other Expenses $100,186

TOTAL EXPENSES $225,186

Year-over-Year Comparison

	2024	2023	Change
Revenue	$278,040	$275,356	+0.0%
Expenses	$225,186	$188,806	+0.2%
Net Income	$52,854	$86,550	-0.4%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Katie Tate	BOD Chair	0.50	Director	$0	$0	$0
Liz Wright	Vice Chair	0.50	Director	$0	$0	$0
Jamie Jost	Secretary/Treas	0.50	Director	$0	$0	$0
Sara Young Reynolds	Executive Dir.	0.50	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	$278,040	$225,186	$217,321	$52,854
2023	$275,356	$188,806	$154,467	$86,550
2022	$307,571	$249,237	$97,917	$58,334
2020	$203,862	$183,907	$21,489	$19,955

Colorado Energy Foundation