THE UTAH NATIONAL GUARD CHARITABLE TRUST (EIN 203694973) - 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

Phone

8017169181

Tax Period

2023-01-01 to 2023-12-31

THE UTAH NATIONAL GUARD CHARITABLE TRUST, founded in 2005, is a small nonprofit in the Public & Societal Benefit sector that reported $203K in total revenue in fiscal year 2023. Revenue fell 82% from the prior year — a significant decline worth monitoring. Expenses of $192K left a modest 5% surplus.

Mission

PROVIDE SUPPORT TO UTAH NATIONAL GUARD SERVICE MEMBERS THROUGH OUR PROGRAMS OF EMERGENCY RELIEF. INJURED SERVICE MEMBER SUPPORT, YOUTH PROGRAMS SUPPORT, ANNUAL VETERAN'S DAY PROGRAM AND THE NON-DENOMINATIONAL CAMP WILLIAM.

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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 $197,757

Program Service Revenue $0

Investment Income $4,875

Other Revenue $0

TOTAL REVENUE $202,632

Expense Breakdown

Grants Paid $110,566

Salaries & Benefits $24,000

Fundraising Expenses $0

Program Expenses $164,293

Other Expenses $56,936

TOTAL EXPENSES $191,502

Year-over-Year Comparison

	2023	2022	Change
Revenue	$202,632	$1,127,272	-0.8%
Expenses	$191,502	$155,846	+0.2%
Net Income	$11,130	$971,426	-1.0%

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

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

$24,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAUL G RAYMOND	Executive Dir.	10.00	Director	$24,000	$0	$24,000
SCOTT T OLSON	President	1.00	Director	$0	$0	$0
BRIAN L GARRETT	Vice President	1.00	Director	$0	$0	$0
DOREEN ESPINOZA	SECRETARY/TREAS	1.00	Director	$0	$0	$0
JERRY R ACTON JR	Trustee	1.00	Director	$0	$0	$0
RALPH DEWSNUP	Trustee	1.00	Director	$0	$0	$0
STERLING S POULSON	Trustee	1.00	Director	$0	$0	$0
BRUCE D SUMMERS	Trustee	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	No data	No data	No data	No data
2023	$202,632	$191,502	$1,453,369	$11,130
2022	$1,127,272	$155,846	$1,442,239	$971,426
2021	$100,366	$98,617	$470,813	$1,749
2020	$173,476	$123,122	$469,064	$50,354
2019	$138,356	$158,987	$430,370	$-20,631
2018	$139,580	$185,000	$451,001	$-45,420

THE UTAH NATIONAL GUARD CHARITABLE TRUST