WASATCH FAMILY FOUNDATION (EIN 475359152) - 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

Principal Officer

Tricia Sullivan

Phone

8018713950

Tax Period

2024-07-01 to 2025-06-30

WASATCH FAMILY FOUNDATION, founded in 2015, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $449K in total revenue in fiscal year 2024. Expenses of $516K exceeded revenue, resulting in a 15% operating deficit.

Mission

The Wasatch Family Foundation is a private non-profit organization created to help support sustain and grow Wasatch Charter School and promote Waldorf education in the greater Salt Lake community.

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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 $88,540

Program Service Revenue $360,823

Investment Income $0

Other Revenue $10

TOTAL REVENUE $449,373

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $435,449

Other Expenses $515,827

TOTAL EXPENSES $515,827

Year-over-Year Comparison

	2024	2023	Change
Revenue	$449,373	$458,054	0.0%
Expenses	$515,827	$526,204	0.0%
Net Income	$-66,454	$-68,150	0.0%

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

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

$51,690

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Patricia Sullivan	Director	40.00	Officer	$0	$0	$51,690
Shannon Markham	Treasurer	3.00	Director	$0	$0	$0
Alison Day	President-Chair	3.00	Director	$0	$0	$0
Peter Westman	WCS Board Liason	3.00	Director	$0	$0	$0
Micaela O'Leary	Secretary	3.00	Director	$0	$0	$0
Tony Spinazza	Member	3.00	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	$449,373	$515,827	$35,130	$-66,454
2024	$458,054	$526,204	$34,629	$-68,150
2023	$512,256	$473,784	$94,491	$38,472
2022	$460,543	$442,040	$79,106	$18,503
2021	$397,518	$416,771	$78,765	$-19,253

WASATCH FAMILY FOUNDATION