Snowmass Western Heritage Association (EIN 900138524) - 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

2004

Legal Domicile

Principal Officer

Elizabeth Striegler

Phone

3039082725

Tax Period

2024-01-01 to 2024-12-31

Snowmass Western Heritage Association, founded in 2004, is a small nonprofit in the Education sector that reported $864K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $805K left a modest 7% surplus.

Mission

Promote Western Heritage

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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 $293,450

Program Service Revenue $543,337

Investment Income $27,205

Other Revenue $0

TOTAL REVENUE $863,992

Expense Breakdown

Grants Paid $0

Salaries & Benefits $53,626

Fundraising Expenses $18,923

Program Expenses $786,439

Other Expenses $732,813

TOTAL EXPENSES $805,362

Year-over-Year Comparison

	2024	2023	Change
Revenue	$863,992	$697,920	+0.2%
Expenses	$805,362	$576,672	+0.4%
Net Income	$58,630	$121,248	-0.5%

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
Jim Snyder	President	5.00	Officer Director	$0	$0	$0
Elizabeth Striegler	Treasurer	5.00	Director	$0	$0	$0
Jim Finn	Member	1.00	Director	$0	$0	$0
Barb Yocum	Member	1.00	Director	$0	$0	$0
Tommy Ding	Member	1.00	Director	$0	$0	$0
Bill Boineau	Member	1.00	Director	$0	$0	$0
Jamie Knowlton	Director	1.00	Director	$0	$0	$0
Markey Butler	Member	1.00	Director	$0	$0	$0
Sam Johnson	Member	1.00	Director	$0	$0	$0
Darce Vold	Executive Dir.	1.00	Officer Director	$0	$0	$0
Frances Mitchell	Member	1.00	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
2025	No data	No data	No data	No data
2024	$863,992	$805,362	$739,790	$58,630
2023	$697,920	$576,672	$682,095	$121,248
2022	$597,427	$503,483	$674,551	$93,944
2021	$614,442	$350,491	$464,926	$263,951
2020	$23,097	$70,632	$200,712	$-47,535
2019	$398,029	$356,191	$248,389	$41,838

Snowmass Western Heritage Association