Women's Leadership Institute of Utah

EIN: 472963429 501(c)(3) Human Services

Salt Lake City, UT

Total Revenue
$582,771
Total Expenses
$578,411
Total Assets
$982,794
Net Assets
$947,870
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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
2015
Legal Domicile
UT
Phone
8013285084
Tax Period
2023-07-01 to 2024-06-30

Women's Leadership Institute of Utah, founded in 2015, is a small nonprofit in the Human Services sector that reported $583K in total revenue in fiscal year 2023.

Mission

Toelevate the stature of women's leadership in Utahby improving society's understanding of the value of diversity in leadership roles.

Program Service Accomplishments

Program 1
Expenses: $150,920 Revenue: $114,265

Career Development Series: WLI's Career Development Series is an eight-month program that will help you develop relevant skills and career strategies to improve your future possibilities. You will...

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Career Development Series: WLI's Career Development Series is an eight-month program that will help you develop relevant skills and career strategies to improve your future possibilities. You will maximize your career choices, increase your network of colleagues and mentors, as well as learn from experts through our specific career development curriculum.

Program 2
Expenses: $139,737 Revenue: $10,048

ElevateHer Challenge: Choosing to accept the ElevateHER Challenge means an organization pledges to elevate the stature of women's leadership. Each organization may adapt its own policies within its...

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ElevateHer Challenge: Choosing to accept the ElevateHER Challenge means an organization pledges to elevate the stature of women's leadership. Each organization may adapt its own policies within its unique structure to meet the commitments. 1) Increase the percentage of women in senior leadership positions. 2) Increase the retention rate of women at all levels of your organization. 3) Increase the number of women on your organization's Board of Directors and encourage women to serve on community and corporate boards. 4) Monitor pay by gender and close identified gaps. 5) Establish or enhance a leadership development, mentoring and/or sponsorship programs for women. 6) Urge women to run for public office and give follow-up support.

Program 3
Expenses: $96,739 Revenue: $1,702

Political Development Series: Is an interactive and instructive training that will teach you the 'how 'why' of running for public office. You will join a cohort of women and, over the course of six...

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Political Development Series: Is an interactive and instructive training that will teach you the 'how 'why' of running for public office. You will join a cohort of women and, over the course of six months, hear from a variety of experts and participate in various workshops-all designed to prepare you to run for a local or state-wide office.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $417,206
Program Service Revenue $176,063
Investment Income $3,346
Other Revenue $-13,844
TOTAL REVENUE $582,771

Expense Breakdown

Grants Paid $2,317
Salaries & Benefits $363,613
Fundraising Expenses $20,570
Program Expenses $521,762
Other Expenses $212,481
TOTAL EXPENSES $578,411

Year-over-Year Comparison

2023 2022 Change
Revenue $582,771 $608,833 0.0%
Expenses $578,411 $543,678 +0.1%
Net Income $4,360 $65,155 -0.9%
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

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Governance

Voting Members
11
Independent Members
9
Employees
3
Volunteers
50

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
3
$178,009
Total Directors
11
$178,009
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Linda Wardell Board Chair 2.0
Officer Director
$0 $0 $0
Patricia Jones CEO & Board Member 40.0
Officer Director
$170,824 $7,185 $178,009
Ally Isom Board Member 1.0
Director
$0 $0 $0
Amanda Covington Board Member 1.0
Director
$0 $0 $0
Bryan Scott Board Member 1.0
Director
$0 $0 $0
Daniel Gomez Board Member 1.0
Director
$0 $0 $0
Heidi Walker Board Member 1.0
Director
$0 $0 $0
Jeff Weber Board Member 1.0
Director
$0 $0 $0
Jonathan Hafen Board Member 1.0
Director
$0 $0 $0
Katherina Holzhauser Board Member 1.0
Director
$0 $0 $0
Victor Ingalls Board Member 1.0
Director
$0 $0 $0
Daniel Brimhall CFO 2.0
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 No data No data No data No data
2024 $582,771 $578,411 $982,794 $4,360
2023 $608,833 $543,678 $968,324 $65,155
2022 $473,183 $412,140 $940,225 $61,043
2021 $374,521 $306,134 $872,546 $68,387
2020 $373,004 $317,994 $808,252 $55,010
2019 $503,098 $353,390 $730,713 $149,708
2018 $284,988 $344,853 $611,669 $-59,865
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