Colorado Longitudinal Study FY2023 filing

Fort Collins, CO · Public charity (501(c)(3)) · Since 2016 · Education

✓ Tax-deductible Latest data FY2023
Revenue
$223K
▼ -59% vs prior year
Spent
$412K
To programs
59%
Net assets
$608K
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Form 990 for the fiscal year ending December 2023 (IRS tax year 2023).

Status and standing

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Yes — filed FY2025
Foundation funders?
1 funder — Amazonsmile Foundation
$184 in the latest grant year.
Spent on programs?
59% to programs
Form 990 Part IX, latest filing.
Size and trend
$100K–1M
↓ -59% vs prior year
Legal name (IRS)Hdr · item CColorado Longitudinal Study
EINHdr · item D81-5231484
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFSep 2017
Year of formationHdr · item L2016
Latest filingForm 990FY2025 · Form 990
Principal addressHdr · item CFort Collins, CO
NTEE classificationIRS BMFEducation (B05)
WebsiteHdr · item Jwww.colostudy.org

Where the money goes

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.59 Management & general $0.27 Fundraising $0.14
Program services59%$242K
Management & general27%$112K
Fundraising14%$58K
Total functional expensesLn 25$412K

Financial health

Revenue & expenses by yearFY2020–FY2025
Revenue
$223K
FY2023▼ -59%
Expenses
$412K
FY2023▼ -26%
Program efficiency
59%
of spending reaches programs
Operating runway
17.0mo
months of highly liquid reserves at operating expense rate
Surplus margin
-85%
revenue over expenses, this year

Summary of the Filing

Part I · fiscal year 2023 · Form 990
Total assets
$653K
FY2023▼ -23%
Total liabilities
$45K
FY2023▼ -2%
Revenue less expensesPt I · Ln 19−$190K
Total assetsPt X · Ln 16$653K
Program-expense ratioPt IX · col B59%
Voting members of governing bodyPt I · Ln 36
Independent voting membersPt I · Ln 46

Balance Sheet

Part X · end of year
CashLn 1$586K
Total assetsLn 16$653K
Total liabilitiesLn 26$45K
Total net assetsLn 32$608K
Months of cash on handcomputed17.0

Statement of Revenue

Part VIII
Contributions & grants100%$223K
Investment income$47
— government grantsLn 1e$192K
Total revenueLn 12$223K

Financial Metrics

Form 990 · FY2023 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $586K · Operating expenses/yr $412K
17.0 months
Where the money goes
Program services
Program services $242K · Total expenses $412K
59%
Management & General
Management & general $112K · Total expenses $412K
27%
Fundraising
Fundraising $58K · Total expenses $412K
14%
Cost to raise $1
Fundraising expense (3-yr avg) $76K · Solicited contributions (3-yr avg) $229K
$0.33 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $223K · Total revenue $223K
100%
Government reliance
Government grants $192K · Total revenue $223K
86%
Earned-income share
Program service revenue $0 · Total revenue $223K
0%
Investment reliance
Investment income $47 · Total revenue $223K
+0.02%
Program self-sufficiency
Program service revenue $0 · Total expenses $412K
0%
Growth & trend
Revenue growth (YoY)
This year $223K · Prior year $544K
-59%
Net-asset trend (YoY)
End of year $608K · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $223K · Expenses $412K
-85%
Liabilities-to-Assets
Total liabilities — · Total assets $653K
—
Net-asset ratio
Net assets $608K · Total assets $653K
93%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $653K
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual Meredith Guerrero · Reported title CEO & SECRET · Highest reported compensation $122K · Total expenses $412K
29%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $222K · Total expenses $412K
54%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 59%——
Overhead ratio 27%——
Fundraising cost ratio 26%——
Revenue growth -59%——
Legal fee ratio 4%——
Accounting fee ratio 4%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
CEO & Secret
$121,504Pt VII · Sec A
Pres.,treas.
$37,003Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Evan King’s $51K as Board Vice C is at the 43rd percentile of top reported officer pay among 1613 $100K–1M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Phyllis Wise PHD——$37,003$135,119$130,052$101,250
Meredith Guerrero—$101,061$121,504$75,667$51,500$39,583
Evan King$51,000—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Colorado Longitudinal Study executive salaries →

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Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a6
Independent voting membersPt VI · Ln 1b6
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13No
Document retention policyPt VI · Ln 14No
CEO/top-official compensation independently reviewedPt VI · Ln 15aNo
Family or business relationships among officers/directorsPt VI · Ln 2No

Mission and programs

Collects biological samples and health data to advance medical science and improve health.

Provided by the organization

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Mission & Programs · Part III

Where the work happens

1 program service account for $242K of program spending, described in the organization's own filed words · FY2023.
01

In 2023, cols expanded participant recruitment efforts in fort collins. We welcomed a community engagement manager to the team whose primary role is to amplify cols' presence in the community through a variety of activities including events, tours, and presentations.

$242Kprogram expense

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Funders

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 1 funder$184

Filing history

YearRevenueExpensesChangeFiling
FY2025 Latest $400K$495K+299% 990 PDF
FY2024 $100K$604K-55% 990 PDF
FY2023 Viewing $223K$412K-59% 990 PDF
FY2022 $544K$558K+88% 990 PDF
FY2021 $290K$275K-60% 990 PDF
FY2020 $734K$256K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2023IRS
Classification, formation year, addressIRS Business Master File
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