FRIENDS OF WASATCH MENTAL HEALTH FOUNDATION (EIN 450531249) - 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

2005

Legal Domicile

Principal Officer

DORALIA SERRANO

Tax Period

2024-07-01 to 2025-06-30

FRIENDS OF WASATCH MENTAL HEALTH FOUNDATION, founded in 2005, is a small nonprofit in the Mental Health sector that reported $159K in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $131K, a strong 83% operating margin.

Mission

ASSISTS WBH TO FACILITATE RECOVERY AND IMPROVED QUALITY OF LIFE TO INDIVIDUALS AND FAMILIES WITH MENTAL ILLNESS.

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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 $155,980

Program Service Revenue $2,077

Investment Income $928

Other Revenue $0

TOTAL REVENUE $158,985

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,784

Program Expenses $21,422

Other Expenses $27,651

TOTAL EXPENSES $27,651

Year-over-Year Comparison

	2024	2023	Change
Revenue	$158,985	$207,542	-0.2%
Expenses	$27,651	$105,884	-0.7%
Net Income	$131,334	$101,658	+0.3%

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	Role	Reportable Comp	Other Comp	Total
DORALIA SERRANO	Trustee	Director	$0	$0	$0
MARK MUMFORD	Trustee	Director	$0	$0	$0
DON FAIRCHILD	Chairman	Director	$0	$0	$0
CATHERINE JOHNSON	Trustee	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	$158,985	$27,651	$961,980	$131,334
2024	$207,542	$105,884	$830,646	$101,658
2023	$200,569	$153,560	$728,988	$47,009
2022	$194,827	$17,126	$681,979	$177,701
2021	$67,648	$12,845	$504,278	$54,803
2020	$88,171	$26,153	$450,845	$62,018
2019	$141,442	$92,385	$392,485	$49,057

FRIENDS OF WASATCH MENTAL HEALTH FOUNDATION