Women's Leadership Institute of Utah (EIN 472963429) - 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

2015

Legal Domicile

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

TO ELEVATE THE STATURE OF WOMEN'S LEADERSHIP IN UTAH BY IMPROVING SOCIETY'S UNDERSTANDING OF THE VALUE OF DIVERSITY IN LEADERSHIP ROLES.

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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 $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

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

$178,009

Total Directors

$178,009

Key Employees

Highest Compensated

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

Women's Leadership Institute of Utah