TANNER TRUST FOR UTAH UNIVERSITIES (EIN 237359476) - 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

1973

Legal Domicile

Principal Officer

TAYLOR RANDALL

Phone

8015816699

Tax Period

2023-01-01 to 2023-12-31

TANNER TRUST FOR UTAH UNIVERSITIES, founded in 1973, is a small nonprofit that reported $643K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Net assets of $10.0M represent 186 months of operating reserves.

Mission

SUPPORT UTAH UNIVERSITIES

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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 $0

Program Service Revenue $0

Investment Income $642,715

Other Revenue $0

TOTAL REVENUE $642,715

Expense Breakdown

Grants Paid $640,939

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $640,939

Other Expenses $1,500

TOTAL EXPENSES $642,439

Year-over-Year Comparison

	2023	2022	Change
Revenue	$642,715	$824,445	-0.2%
Expenses	$642,439	$824,421	-0.2%
Net Income	$276	$24	+10.5%

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

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

$2,351,218

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN TANNER IRISH	TRUSTEE	1.00	Director	$0	$0	$9,554
TAYLOR RANDALL	TRUSTEE	1.00	Director	$0	$339,736	$1,287,599
MINDY BENSON	TRUSTEE	1.00	Director	$0	$59,456	$404,889
ELIZABETH CANTWELL	TRUSTEE	1.00	Director	$0	$37,337	$233,229
NOELLE COCKETT	TRUSTEE	1.00	Director	$0	$70,375	$415,947
DAVID PETERSEN	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	$642,715	$642,439	$9,964,236	$276
2022	$824,445	$824,421	$10,834,101	$24
2021	$618,271	$618,843	$9,689,138	$-572
2020	$515,814	$515,218	$8,453,188	$596

TANNER TRUST FOR UTAH UNIVERSITIES