CRESTED BUTTE STATE OF MIND (EIN 843477504) - 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

MEGHAN DOUGHTERY

Phone

9705964698

Tax Period

2023-01-01 to 2023-12-31

CRESTED BUTTE STATE OF MIND, founded in 2019, is a small nonprofit in the Mental Health sector that reported $248K in total revenue in fiscal year 2023. Revenue decreased 15% compared to the prior year. The organization ran a surplus of $52K, a strong 21% operating margin.

Mission

OUR MISSION IS TO CONNECT OUR COMMUNITY TO RESOURCES, EDUCATION AND FREE COUNSELING SCHOLARSHIPS TO IMPROVE MENTAL WELLNESS, ELIMINATE STIGMA AND LOWER THE RATE OF SUICIDE IN THE GUNNISON VALLEY. TOGETHER WITH OUR COMMUNITY, CB STATE OF MIND IS WORKING TO ADDRESS THE GROWING MENTAL HEALTH CRISIS.

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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 $97,500

Program Service Revenue $149,121

Investment Income $0

Other Revenue $976

TOTAL REVENUE $247,597

Expense Breakdown

Grants Paid $67,917

Salaries & Benefits $67,965

Fundraising Expenses $19,123

Program Expenses $163,528

Other Expenses $59,519

TOTAL EXPENSES $195,401

Year-over-Year Comparison

	2023	2022	Change
Revenue	$247,597	$291,078	-0.1%
Expenses	$195,401	$153,449	+0.3%
Net Income	$52,196	$137,629	-0.6%

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

Total Directors

$63,135

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH KRAMER	SECRETARY	0.00	Officer Director	$0	$0	$0
STEVIE KRAMER	BOARD MEMBER	0.00	Director	$0	$0	$0
MICHAEL LINEHAN	PRESIDENT	0.00	Officer Director	$0	$0	$0
DR JENNIFER SANDERFORD MD	BOARD MEMBER	0.00	Director	$0	$0	$0
ELIZABETH SMITH	BOARD MEMBER	0.00	Director	$0	$0	$0
RUSTY SPINNEY	TREASURER	0.00	Officer Director	$0	$0	$0
JODI ZATORSKI	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
MEGHAN DOUGHERTY	EXECUTIVE DIRECTOR	33.00	Director	$63,135	$0	$63,135

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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$247,597	$195,401	$477,462	$52,196
2022	$291,078	$153,449	$288,348	$137,629

CRESTED BUTTE STATE OF MIND