COLORADO FUND FOR PEOPLE WITH DISABILITIES TRUST (EIN 846272143) - 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

1994

Legal Domicile

Principal Officer

MEGAN BRAND

Phone

3037332867

Tax Period

2024-01-01 to 2024-12-31

COLORADO FUND FOR PEOPLE WITH DISABILITIES TRUST, founded in 1994, is a community nonprofit in the Community Improvement sector that reported $9.1M in total revenue in fiscal year 2024. The organization ran a surplus of $3.3M, a strong 36% operating margin.

Mission

FIDUCIARY SERVICES FOR THE BENEFIT OF PEOPLE WITH DISABILITIES.

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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 $7,829,455

Program Service Revenue $0

Investment Income $1,250,449

Other Revenue $0

TOTAL REVENUE $9,079,904

Expense Breakdown

Grants Paid $511,200

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,795,689

Other Expenses $5,284,489

TOTAL EXPENSES $5,795,689

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,079,904	$8,773,976	+0.0%
Expenses	$5,795,689	$6,190,225	-0.1%
Net Income	$3,284,215	$2,583,751	+0.3%

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

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

$575,296

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENT OLSEN	TREASURER	1.00	Officer Director	$0	$0	$0
FRANK BAYSORE	VICE-PRESIDENT	1.00	Officer Director	$0	$0	$0
STEPHANIE BRENNAN	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRISTOPHER STEHNO	DIRECTOR	1.00	Director	$0	$0	$0
LYNN MASON	DIRECTOR	1.00	Director	$0	$0	$0
ARLENE BARRINGER	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK GREENBERG	DIRECTOR	1.00	Director	$0	$0	$0
JANE ALTMAN	DIRECTOR	1.00	Director	$0	$0	$0
ERIC KELLY	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER BROCK	DIRECTOR	1.00	Director	$0	$0	$0
JASON FOSTER	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN BRAND	EXECUTIVE DIRECTOR	1.00	Officer	$0	$13,104	$183,554
DEBRA ALTHOFF	CFO - PART YEAR	1.00	Officer	$0	$10,953	$107,796
EMILY BRAGER	COO	1.00	Officer	$0	$4,906	$138,071
MICHAEL CALABRESE	CFO - PART YEAR	1.00	Officer	$0	$0	$38,985
SARAH CROWNOVER	CHIEF TRUST OFFICER	1.00	Officer	$0	$9,555	$106,890

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
2024	$9,079,904	$5,795,689	$37,152,403	$3,284,215
2023	$8,773,976	$6,190,225	$64,337,679	$2,583,751
2022	$12,425,144	$11,080,042	$56,122,310	$1,345,102
2021	$10,523,083	$5,972,275	$62,865,885	$4,550,808
2020	$6,923,572	$4,793,721	$49,501,214	$2,129,851
2019	$8,046,949	$5,119,840	$31,671,751	$2,927,109
2018	$6,490,903	$5,238,716	$25,282,042	$1,252,187

COLORADO FUND FOR PEOPLE WITH DISABILITIES TRUST