COLORADO SOCIETY OF ASSOCIATION EXECUTIVES (EIN 846027281) - 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

1982

Legal Domicile

Principal Officer

SU HAWK

Phone

7208319438

Tax Period

2024-07-01 to 2025-06-30

COLORADO SOCIETY OF ASSOCIATION EXECUTIVES, founded in 1982, is a small nonprofit that reported $228K in total revenue in fiscal year 2024. Expenses of $204K left a modest 11% surplus.

Mission

THE PRIMARY PURPOSE IS TO PROMOTE AND PROTECT THE INTEREST OF THE PROFESSION OF ASSOCIATION MANAGEMENT.

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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 $0

Program Service Revenue $228,007

Investment Income $384

Other Revenue $0

TOTAL REVENUE $228,391

Expense Breakdown

Grants Paid $0

Salaries & Benefits $127,549

Fundraising Expenses $0

Other Expenses $76,065

TOTAL EXPENSES $203,614

Year-over-Year Comparison

	2024	2023	Change
Revenue	$228,391	$218,330	+0.0%
Expenses	$203,614	$191,564	+0.1%
Net Income	$24,777	$26,766	-0.1%

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

$119,778

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TERESA FRAKER	DIRECTOR	2.00	Director	$0	$0	$0
LYNN GANGONE	DIRECTOR	1.00	Director	$0	$0	$0
LISA HOUGH	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE MILNE	DIRECTOR (JULY-NOV 2024)	1.00	Director	$0	$0	$0
ERIK BARSTOW	DIRECTOR	1.00	Director	$0	$0	$0
VERONICA MUNOZ	DIRECTOR	1.00	Director	$0	$0	$0
ANNMARIE PRIEST	DIRECTOR	1.00	Director	$0	$0	$0
SAMANTHA ROE	DIRECTOR (JULY-SEPT,2024)	1.00	Director	$0	$0	$0
BETTY KNECHT	DIRECTOR	1.00	Director	$0	$0	$0
SHANNON STONE	DIRECTOR	1.00	Director	$0	$0	$0
PAUL CAPUTO	BOARD PRESIDENT	1.00	Officer Director	$0	$0	$0
KIM GILL	BOARD IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHAEL HOEHN	BOARD PRESIDENT-ELECT	1.00	Officer Director	$0	$0	$0
CHRISTY LANDWEHR	SECRETARY/ TREASURER	1.00	Officer Director	$0	$0	$0
SU HAWK	EXECUTIVE DIRECTOR	50.00	Officer	$110,250	$9,528	$119,778

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	$228,391	$203,614	$238,906	$24,777
2024	$218,330	$191,564	$203,071	$26,766
2023	$155,286	$232,082	$189,502	$-76,796
2022	$189,276	$212,342	$220,145	$-23,066
2021	$214,534	$188,847	$283,836	$25,687
2020	$170,825	$208,870	$277,881	$-38,045
2019	$258,949	$248,117	$300,858	$10,832

COLORADO SOCIETY OF ASSOCIATION EXECUTIVES