EDUCATIONAL FOUNDATION OF THE COCPA

EIN: 846031758 501(c)(3)

GLENDALE, CO

Total Revenue
$178,874
Total Expenses
$129,336
Total Assets
$2,450,125
Net Assets
$2,419,354
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1958
Legal Domicile
CO
Principal Officer
CRYSTAL ADAMS
Phone
3037732877
Tax Period
2024-05-01 to 2025-04-30

EDUCATIONAL FOUNDATION OF THE COCPA, founded in 1958, is a small nonprofit that reported $179K in total revenue in fiscal year 2024. Revenue fell 36% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $50K, a strong 28% operating margin.

Mission

TO PROMOTE ACCOUNTING EDUCATION IN COLORADO, PRIMARILY THROUGH AWARDING SCHOLARSHIPS TO STUDENTS ATTENDING COLORADO COLLEGES AND UNIVERSITIES.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $53,005
Program Service Revenue $0
Investment Income $125,869
Other Revenue $0
TOTAL REVENUE $178,874

Expense Breakdown

Grants Paid $98,135
Salaries & Benefits $0
Fundraising Expenses $499
Program Expenses $102,773
Other Expenses $31,201
TOTAL EXPENSES $129,336

Year-over-Year Comparison

2024 2023 Change
Revenue $178,874 $277,517 -0.4%
Expenses $129,336 $137,481 -0.1%
Net Income $49,538 $140,036 -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

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Liquidity & Cash Position

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Governance

Voting Members
10
Independent Members
9
Employees
N/A
Volunteers
16

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
5
$36,010
Total Directors
10
$5,837
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
STEPHANIE DANIELS PRESIDENT 1.00
Officer Director
$0 $0 $0
ALEXANDRIA ROMERO VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
JEFFREY DAMM TREASURER 1.00
Officer Director
$0 $0 $0
JUDY THOMAS TRUSTEE 1.00
Director
$0 $0 $0
MATTHEW OGAZ TRUSTEE 1.00
Director
$0 $0 $0
LAURIE CORRADINO TRUSTEE 1.00
Director
$0 $0 $0
TODD MIHELICH TRUSTEE 1.00
Director
$0 $0 $0
KARLA WILLSCHAU TRUSTEE 1.00
Director
$0 $0 $0
BLAISE WABO TRUSTEE 1.00
Director
$0 $0 $0
ALICIA GELINAS TRUSTEE 1.00
Director
$5,559 $278 $5,837
ASHLEY KITTRELL EXEC. DIR./SECRETARY (FROM 3/25) 27.00
Officer
$0 $0 $0
ABBEY AGUIRRE EXEC. DIR./SECRETARY (THRU 10/24) 38.00
Officer
$36,010 $0 $36,010
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 $178,874 $129,336 $2,450,125 $49,538
2024 $277,517 $137,481 $2,384,032 $140,036
2023 $138,154 $132,184 $2,231,719 $5,970
2022 $201,517 $130,777 $2,249,440 $70,740
2021 $159,821 $137,325 $2,454,928 $22,496
2020 $161,732 $142,675 $1,911,143 $19,057
2019 $195,336 $129,925 $2,150,141 $65,411
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