UTAH 1033 FOUNDATION (EIN 274096784) - 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

2011

Legal Domicile

Principal Officer

TORE STEEN

Phone

8018101033

Tax Period

2025-01-01 to 2025-12-31

UTAH 1033 FOUNDATION, founded in 2011, is a small nonprofit in the Human Services sector that reported $143K in total revenue in fiscal year 2025. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $158K exceeded revenue, resulting in a 11% operating deficit.

Mission

THE UTAH 1033 FOUNDATION RAISES MONEY TO PROVIDE IMMEDIATE FINANCIAL ASSISTANCE TO THE FAMILIES OF FALLEN UTAH POLICE OFFICERS AND SCHOLARSHIPS TO THE CHILDREN OF ALL UTAH POLICE OFFICERS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $128,657

Program Service Revenue $0

Investment Income $14,155

Other Revenue $0

TOTAL REVENUE $142,812

Expense Breakdown

Grants Paid $65,000

Salaries & Benefits $80,737

Fundraising Expenses $35,181

Program Expenses $101,231

Other Expenses $12,500

TOTAL EXPENSES $158,237

Year-over-Year Comparison

	2025	2024	Change
Revenue	$142,812	$117,414	+0.2%
Expenses	$158,237	$135,586	+0.2%
Net Income	$-15,425	$-18,172	-0.2%

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

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

$75,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID KAUFMAN	PRESIDENT	40.00	Officer	$75,000	$0	$75,000
WADE CARPENTER	DIRECTOR	N/A	Officer	$0	$0	$0
DAVE EDMUNDS	DIRECTOR	N/A	Officer	$0	$0	$0
TERRY KEEFE	DIRECTOR	N/A	Officer	$0	$0	$0
KEITH SQUIRES	DIRECTOR	N/A	Officer	$0	$0	$0
TORE STEEN	CHAIRMAN	N/A	Officer	$0	$0	$0
STEPHEN TAYLOR	DIRECTOR	N/A	Officer	$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	$142,812	$158,237	$537,736	$-15,425
2024	$117,414	$135,586	$553,159	$-18,172
2023	$124,176	$107,635	$571,332	$16,541
2022	$175,046	$102,584	$549,792	$72,462
2021	$247,040	$90,499	$477,330	$156,541
2020	$182,572	$114,287	$324,789	$68,285
2019	$179,341	$143,685	$260,004	$35,656
2018	$195,494	$174,569	$221,848	$20,925

UTAH 1033 FOUNDATION