Weber County Homeless Charitable Trust Fund (EIN 201975113) - 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

2005

Legal Domicile

Principal Officer

Kevin Eastman

Phone

8016298901

Tax Period

2024-01-01 to 2024-12-31

Weber County Homeless Charitable Trust Fund, founded in 2005, is a micro nonprofit in the Human Services sector that reported $66K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Net assets of $1.5M represent 266 months of operating reserves.

Mission

Providing services to the homeless community in Weber County, Utah as a support organization.

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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 $0

Program Service Revenue $0

Investment Income $65,803

Other Revenue $0

TOTAL REVENUE $65,803

Expense Breakdown

Grants Paid $55,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $55,000

Other Expenses $16,302

TOTAL EXPENSES $71,302

Year-over-Year Comparison

	2024	2023	Change
Revenue	$65,803	$73,737	-0.1%
Expenses	$71,302	$113,766	-0.4%
Net Income	$-5,499	$-40,029	-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

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
Kevin Eastman	Chair	1.00	Officer Director	$0	$0	$0
Jodie Buckner	Treasurer	1.00	Officer Director	$0	$0	$0
Cardon Merrill	Financial Trustee	1.00	Officer Director	$0	$0	$0
Shelly Gwynn	Secretary	1.00	Officer Director	$0	$0	$0
Ladd Morrell	Board Member	1.00	Director	$0	$0	$0
Jan Zogmaider	Board Member	1.00	Director	$0	$0	$0
Julie Johnson	Board Member	1.00	Director	$0	$0	$0
Sharon Bolos	Board Member	1.00	Director	$0	$0	$0
Cathy Fuentes	Board Member	1.00	Director	$0	$0	$0
Angela Choberka	Board 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
2024	$65,803	$71,302	$1,458,344	$-5,499
2023	$73,737	$113,766	$1,397,760	$-40,029
2022	$54,477	$63,756	$1,274,754	$-9,279
2021	$107,701	$14,924	$1,559,887	$92,777
2020	$24,889	$10,420	$1,373,926	$14,469
2019	$90,771	$11,907	$1,196,900	$78,864
2018	$31,941	$49,746	$1,026,128	$-17,805

Weber County Homeless Charitable Trust Fund