HEART OF THE ROCKIES FOUNDATION (EIN 863893685) - 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

2021

Legal Domicile

Principal Officer

JIM OWENS

Phone

4066402816

Tax Period

2023-01-01 to 2023-12-31

HEART OF THE ROCKIES FOUNDATION, founded in 2021, is a community nonprofit in the Environment sector that reported $3.4M in total revenue in fiscal year 2023. Revenue surged 50% from the prior year, signaling strong growth momentum.

Mission

The Heart of the Rockies Foundation shall provide fundraising services to and hold title to assets that contribute to and support the charitable, public benefit programs of Heart of the Rockies Initiative.

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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 $3,335,850

Program Service Revenue $0

Investment Income $36,527

Other Revenue $0

TOTAL REVENUE $3,372,377

Expense Breakdown

Grants Paid $3,298,649

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,298,649

Other Expenses $0

TOTAL EXPENSES $3,298,649

Year-over-Year Comparison

	2023	2022	Change
Revenue	$3,372,377	$2,250,000	+0.5%
Expenses	$3,298,649	$1,306,320	+1.5%
Net Income	$73,728	$943,680	-0.9%

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

$269,962

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOANN GRANT	MANAGING DIR	0.00	Officer	$0	$12,407	$123,857
KALI HANNON	MANAGING DIR	0.00	Officer	$0	$12,407	$111,969
GARY BURNETT	MANANGING DIR	0.00	Officer	$0	$986	$34,136
JIM OWENS	President	2.00	Officer Director	$0	$0	$0
DAVID HILLARY	Vice President	2.00	Officer Director	$0	$0	$0
BRIAN BEAN	Secretary	2.00	Officer Director	$0	$0	$0
KRISTIN TROY	Treasurer	2.00	Officer Director	$0	$0	$0
GARY WOLFE	Director	2.00	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
2024	No data	No data	No data	No data
2023	$3,372,377	$3,298,649	$1,706,368	$73,728
2022	$2,250,000	$1,306,320	$1,632,680	$943,680
2021	$1,500,000	$811,040	$688,960	$688,960

HEART OF THE ROCKIES FOUNDATION