UTAH PIONEER HERITAGE ARTS (EIN 261953184) - 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

2008

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

UTAH PIONEER HERITAGE ARTS, founded in 2008, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $23K in total revenue in fiscal year 2023. Revenue fell 44% from the prior year — a significant decline worth monitoring. Expenses of $36K exceeded revenue, resulting in a 56% operating deficit.

Mission

TO ENHANCE OUR SENSE OF COMMUNITY AND QUALITY OF LIFE BY BRINGING TOGETHER ORGANIZATIONS AND INDIVIDUALS COMMITTED TO CULTIVATING AND PERSERVING EARLY UTAH PIONEER ERA HERITAGE ARTS

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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 $15,269

Program Service Revenue $4,974

Investment Income $0

Other Revenue $3,075

TOTAL REVENUE $23,318

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,595

Other Expenses $36,401

TOTAL EXPENSES $36,401

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,318	$41,376	-0.4%
Expenses	$36,401	$49,283	-0.3%
Net Income	$-13,083	$-7,907	+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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHERYL SEARLE	BOARD OF DIRECTORS	0.00	Director	$0	$0	$0
LYNDSEY WULFENSTEIN	BOARD OF DIRECTORS	0.00	Director	$0	$0	$0
JOHN ELGGREN	BOARD OF DIRECTORS	0.00	Director	$0	$0	$0
LEE PERRY	BOARD OF DIRECTORS	0.00	Director	$0	$0	$0
VAL PARRISH	PRESIDENT SUP	0.00	Director	$0	$0	$0
JENNIE MURDOCH ANDERSON	BOARD OF DIRECTORS	0.00	Director	$0	$0	$0
WALTER WATCHMAN	BOARD OF DIRECTORS	0.00	Director	$0	$0	$0
BOB MORPHIS	EXECUTIVE DIRECTOR	25.00	Director	$0	$0	$0
DILWORTH STRASSER	BOARD OF DIRECTORS	0.00	Director	$0	$0	$0
MARY E ELGGREN	BOARD OF DIRECTORS	0.00	Director	$0	$0	$0
KARL BEHLING	BOARD OF DIRECTORS	0.00	Director	$0	$0	$0
DEBI BRADY	BOARD OF DIRECTORS	0.00	Director	$0	$0	$0
CLIVE ROMNEY	CREATIVE DIRECTOR	30.00	Officer Director	$0	$0	$0
BONNIE ROMNEY	BOARD OF DIRECTORS	5.00	Officer 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	$23,318	$36,401	$22,819	$-13,083
2022	$41,376	$49,283	$84,030	$-7,907
2021	$69,702	$81,660	$82,148	$-11,958
2020	$101,629	$72,324	$72,760	$29,305
2019	$129,362	$92,851	$42,585	$36,511
2018	$67,032	$58,369	$32,648	$8,663

UTAH PIONEER HERITAGE ARTS