BOULDER HISTORICAL SOCIETY TRUST XXX-XX-XXXX (EIN 846319128) - 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

1997

Legal Domicile

Principal Officer

First Western Trust

Phone

3035318100

Tax Period

2023-05-01 to 2024-04-30

BOULDER HISTORICAL SOCIETY TRUST XXX-XX-XXXX, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $226K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $151K, a strong 67% operating margin.

Mission

ENDOWMENT FUNDS FOR THE BOULDER HISTORICAL SOCIETY

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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 $0

Program Service Revenue $0

Investment Income $225,845

Other Revenue $0

TOTAL REVENUE $225,845

Expense Breakdown

Grants Paid $0

Salaries & Benefits $36,231

Fundraising Expenses $0

Other Expenses $38,202

TOTAL EXPENSES $74,433

Year-over-Year Comparison

	2023	2022	Change
Revenue	$225,845	$166,837	+0.4%
Expenses	$74,433	$121,645	-0.4%
Net Income	$151,412	$45,192	+2.4%

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

N/A

Independent Members

N/A

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
First Western Bank	Trustee	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	$225,845	$74,433	$5,715,359	$151,412
2024	No data	No data	No data	No data
2023	$166,837	$121,645	$6,647,342	$45,192
2022	No data	No data	$1,457,537	No data
2021	$258,525	$371,449	$5,717,503	$-112,924
2020	$542,901	$363,827	$5,830,426	$179,074
2019	$973,629	$344,040	$5,651,349	$629,589

BOULDER HISTORICAL SOCIETY TRUST XXX-XX-XXXX