NATIONAL SOCIETY OF THE SONS OF UTAH PIONEERS SALT LAKE CITY CHAPTER (EIN 237276664) - 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

1934

Legal Domicile

Principal Officer

DAVID L SMITH

Phone

3852187738

Tax Period

2020-01-01 to 2020-12-31

NATIONAL SOCIETY OF THE SONS OF UTAH PIONEERS SALT LAKE CITY CHAPTER, founded in 1934, is a small nonprofit that reported $126K in total revenue in fiscal year 2020. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $46K, a strong 37% operating margin.

Mission

PRESERVE PIONEER HERITAGE IN UTAH TERRITORY HONOR MODERN DAY PIONEERS; PROMOTE PIONEERING SPIRIT IN YOUTH; PROVIDE EDUCATION OPPORTUNITIES THROUGH USE OF SCHOLARSHIPS.

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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 (2020)

Revenue Breakdown

Contributions & Grants $125,050

Program Service Revenue $0

Investment Income $517

Other Revenue $0

TOTAL REVENUE $125,567

Expense Breakdown

Grants Paid $78,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $78,025

Other Expenses $1,210

TOTAL EXPENSES $79,210

Year-over-Year Comparison

	2020	2019	Change
Revenue	$125,567	$150,885	-0.2%
Expenses	$79,210	$163,147	-0.5%
Net Income	$46,357	$-12,262	-4.8%

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
MIKE REED	PAST PRESIDENT	5.00	Director	$0	$0	$0
DAVID SMITH	PRESIDENT-TREASURER	5.00	Director	$0	$0	$0
BRIAN JENSON	TREK CHAIRMAN	5.00	Director	$0	$0	$0
LON COOK	NEWSLETTER	5.00	Director	$0	$0	$0
BRENT NILSEN	PROGRAM CHAIR	5.00	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
2020	$125,567	$79,210	$230,623	$46,357
2019	$150,885	$163,147	$184,266	$-12,262
2018	$176,908	$128,604	$196,527	$48,304

NATIONAL SOCIETY OF THE SONS OF UTAH PIONEERS SALT LAKE CITY CHAPTER