Utah Genealogical Association PMB 1082 (EIN 237244371) - 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

1972

Legal Domicile

Principal Officer

Maria Wittwer

Phone

8012594172

Tax Period

2024-04-01 to 2025-03-31

Utah Genealogical Association PMB 1082, founded in 1972, is a small nonprofit that reported $360K in total revenue in fiscal year 2024. Expenses of $325K left a modest 10% surplus.

Mission

The Utah Genealogical Association provides genealogical information, courses and education through personal instruction and published media on state, national and international family history topics, while promoting high standards and ethical practices.

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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 $29,516

Program Service Revenue $323,245

Investment Income $7,252

Other Revenue $0

TOTAL REVENUE $360,013

Expense Breakdown

Grants Paid $10,405

Salaries & Benefits $13,080

Fundraising Expenses $2,080

Program Expenses $283,449

Other Expenses $301,637

TOTAL EXPENSES $325,122

Year-over-Year Comparison

	2024	2023	Change
Revenue	$360,013	$347,657	+0.0%
Expenses	$325,122	$326,935	0.0%
Net Income	$34,891	$20,722	+0.7%

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

$2,700

Total Directors

$11,304

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Whitney Tolman	Admin Asst.	10.00	Director	$7,204	$0	$7,204
Eva Holmes	Editor	1.00	Officer Director	$1,150	$0	$1,150
Tanner Tolman	Second VP	1.00	Officer Director	$800	$0	$800
Elise Godfrey	Director	1.00	Director	$525	$0	$525
Allyson Maughan	Director	1.00	Director	$450	$0	$450
Rob Wallace	Director	1.00	Director	$425	$0	$425
Amy Rose Ward	Vice President	1.00	Officer Director	$300	$0	$300
Maria Wittwer	President	1.00	Officer Director	$300	$0	$300
Teresa Brooks	Treasurer	1.00	Officer Director	$150	$0	$150
Bonnie Andersen	Director	1.00	Director	$0	$0	$0
Angie Stewart	Director	1.00	Director	$0	$0	$0
Peggy Lauritzen	Director	1.00	Director	$0	$0	$0
Kassidy Price	Director	1.00	Director	$0	$0	$0
Erin Pritchett	Executive Sec.	1.00	Officer Director	$0	$0	$0
Claudia Sudweeks	Director	1.00	Director	$0	$0	$0
Skye Cranor	Director	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	$360,013	$325,122	$711,912	$34,891
2024	$347,657	$326,935	$677,021	$20,722
2023	$464,469	$360,529	$656,299	$103,940
2022	$433,264	$449,173	$552,359	$-15,909
2021	$431,747	$221,700	$524,304	$210,047
2020	$409,167	$347,199	$308,715	$61,968
2019	$452,357	$377,885	$246,747	$74,472

Utah Genealogical Association PMB 1082