UNIVERSITY OF COLORADO FOUNDATION (EIN 846049811) - 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

1967

Legal Domicile

Principal Officer

JACK FINLAW

Phone

3038137935

Tax Period

2024-07-01 to 2025-06-30

UNIVERSITY OF COLORADO FOUNDATION, founded in 1967, is a major nonprofit in the Education sector that reported $456.1M in total revenue in fiscal year 2024. Revenue surged 33% from the prior year, signaling strong growth momentum. The organization ran a surplus of $161.6M, a strong 35% operating margin.

Mission

THE UNIVERSITY OF COLORADO FOUNDATION IS THE PORTAL FOR PHILANTHROPIC GIVING TO THE UNIVERSITY OF COLORADO AND IS RESPONSIBLE FOR RECEIVING, MANAGING, AND INVESTING THE ENDOWMENTS AND OTHER GIFT FUNDS THE FOUNDATION HOLDS FOR THE BENEFIT OF CU.

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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 $301,813,626

Program Service Revenue $7,102,896

Investment Income $142,884,136

Other Revenue $4,286,676

TOTAL REVENUE $456,087,334

Expense Breakdown

Grants Paid $230,728,441

Salaries & Benefits $3,937,527

Fundraising Expenses $38,398,615

Program Expenses $230,728,441

Other Expenses $58,833,643

TOTAL EXPENSES $294,501,134

Year-over-Year Comparison

	2024	2023	Change
Revenue	$456,087,334	$342,190,499	+0.3%
Expenses	$294,501,134	$281,807,879	+0.0%
Net Income	$161,586,200	$60,382,620	+1.7%

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

$1,484,084

Total Directors

$526,064

Key Employees

$191,159

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JACK FINLAW	PRESIDENT & CEO	40.00	Officer Director	$489,971	$36,093	$526,064
ANNIE BACCARY	VP FOR ADVANCEMENT OPERATIONS	1.00	Director	$0	$0	$0
BRIAN DOLAN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL DONNELLY	DIRECTOR	1.00	Director	$0	$0	$0
ILANA DUBIN-SPIEGEL	UNIVERSITY REGENT	1.00	Director	$0	$0	$0
NAN EKLUND	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM K FISHER	DIRECTOR	1.00	Director	$0	$0	$0
TODD FREDRICKSON	DIRECTOR	1.00	Director	$0	$0	$0
LISA KETTERING	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT KINGDOM	DIRECTOR	1.00	Director	$0	$0	$0
PATTY IMHOFF	DIRECTOR	1.00	Director	$0	$0	$0
BECKY L MEDVED	DIRECTOR	1.00	Director	$0	$0	$0
TODD SALIMAN	UNIVERSITY PRESIDENT	1.00	Director	$0	$0	$0
HEIDI WAGNER	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA WINTER	DIRECTOR	1.00	Director	$0	$0	$0
CAROLE YALEY	DIRECTOR	1.00	Director	$0	$0	$0
MELINDA H YEE	DIRECTOR	1.00	Director	$0	$0	$0
SALLY HYBL	DIRECTOR	1.00	Director	$0	$0	$0
VANCE KNAPP	DIRECTOR	1.00	Director	$0	$0	$0
PAULA SANDOVAL	DIRECTOR	1.00	Director	$0	$0	$0
MARY SULLIVAN	DIRECTOR	1.00	Director	$0	$0	$0
DAVID TRYBA	DIRECTOR	1.00	Director	$0	$0	$0
A KELLER YOUNG ESQ	SVP, GENERAL COUNSEL, CAO	40.00	Officer	$326,258	$41,147	$367,405
CHARLENE LAUS	VP & CFO	40.00	Officer	$312,152	$27,615	$339,767
LYNNEA HUTTON	VP, PEOPLE & CULTURE	40.00	Officer	$216,231	$34,617	$250,848
ELIZABETH SAYER	CONTROLLER	40.00	Key Emp	$172,034	$19,125	$191,159
SHANNON KNAPP	DIRECTOR, GIFT SERVICES - TERM ENDED 11/22/24	40.00	Highest	$142,209	$20,424	$162,633
SASKIA SAWYER	AVP GIFT SERVICES - TERM END 6/14/24	40.00	Highest	$144,116	$15,264	$159,380

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	$456,087,334	$294,501,134	$3,549,699,710	$161,586,200
2024	$342,190,499	$281,807,879	$3,233,557,618	$60,382,620
2023	$444,580,366	$286,615,114	$3,048,394,011	$157,965,252
2022	$449,363,151	$291,342,484	$2,823,618,516	$158,020,667
2021	$493,527,038	$247,747,875	$3,091,828,238	$245,779,163
2020	$259,096,557	$227,794,715	$2,312,395,198	$31,301,842
2019	$288,964,718	$212,904,491	$2,247,296,786	$76,060,227

UNIVERSITY OF COLORADO FOUNDATION