COLORADO MESA UNIVERSITY FOUNDATION (EIN 846037667) - 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

1961

Legal Domicile

Principal Officer

MARK GARDNER

Phone

9702481987

Tax Period

2023-07-01 to 2024-06-30

COLORADO MESA UNIVERSITY FOUNDATION, founded in 1961, is a mid-sized nonprofit in the Education sector that reported $15.9M in total revenue in fiscal year 2023. Revenue grew 20% year-over-year, indicating healthy expansion. The organization ran a surplus of $5.8M, a strong 36% operating margin.

Mission

FINANCIAL ASSISTANCE TO COLORADO MESA UNIVERSITY FOUNDATION STUDENTS, AND ASSIST COLORADO MESA UNIVERSITY IN PROVIDING EDUCATION TO DESERVING INDIVIDUALS.

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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 $14,238,547

Program Service Revenue $0

Investment Income $1,328,766

Other Revenue $313,359

TOTAL REVENUE $15,880,672

Expense Breakdown

Grants Paid $9,320,661

Salaries & Benefits $0

Fundraising Expenses $353,203

Program Expenses $9,516,874

Other Expenses $786,602

TOTAL EXPENSES $10,107,263

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,880,672	$13,253,437	+0.2%
Expenses	$10,107,263	$10,649,940	-0.1%
Net Income	$5,773,409	$2,603,497	+1.2%

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

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
JENNIFER AUBERT	BOARD MEMBER	N/A	Director	$0	$0	$0
KEVIN BROOKS	INVEST COMM	N/A	Director	$0	$0	$0
KELIANNE CHAMBERLAIN	SEC / TREAS	N/A	Director	$0	$0	$0
ED CHAMBERLIN	BOARD MEMBER	N/A	Director	$0	$0	$0
MARK GARDNER	PRESIDENT	N/A	Director	$0	$0	$0
WILL HAYS	BOARD MEMBER	N/A	Director	$0	$0	$0
ANGELA HEGSTROM	DIRECTOR	N/A	Director	$0	$0	$0
KASIA IWANICZKO-MACLEOD	TRUSTEE LIAI	N/A	Director	$0	$0	$0
JENNIFER PACHECO	ALUMNI LIAIS	N/A	Director	$0	$0	$0
DAVID PATTERSON	BD GOV/INVES	N/A	Director	$0	$0	$0
PHIL PE'A	BOARD MEMBER	N/A	Director	$0	$0	$0
MICHELLE QUINN	CMU LIAISON	N/A	Director	$0	$0	$0
RAY RICKARD	BOARD MEMBER	N/A	Director	$0	$0	$0
DAN RUBINSTEIN	BOARD MEMBER	N/A	Director	$0	$0	$0
LATISHA SAUNDERS	BOARD MEMBER	N/A	Director	$0	$0	$0
QUINT SHEAR	BOARD MEMBER	N/A	Director	$0	$0	$0
JAMEE SIMONS	PAST PRESIDE	N/A	Director	$0	$0	$0
JEFF TAETS	VICE PRESIDE	N/A	Director	$0	$0	$0
CHRIS WEST	BOARD MEMBER	N/A	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
2025	No data	No data	No data	No data
2024	$15,880,672	$10,107,263	$69,672,668	$5,773,409
2023	$13,253,437	$10,649,940	$57,987,021	$2,603,497
2022	$12,141,497	$9,577,840	$51,533,089	$2,563,657
2021	$19,774,734	$8,594,404	$58,399,320	$11,180,330
2020	$8,313,896	$6,742,116	$42,427,660	$1,571,780
2019	$11,636,275	$6,395,753	$41,319,367	$5,240,522

COLORADO MESA UNIVERSITY FOUNDATION