UTOPIA FOUNDATION INC (EIN 522392335) - 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

2008

Legal Domicile

Principal Officer

SARA HARDING

Phone

2319294500

Tax Period

2024-01-01 to 2024-12-31

UTOPIA FOUNDATION INC, founded in 2008, is a community nonprofit in the Community Improvement sector that reported $1.6M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $1.5M left a modest 7% surplus.

Mission

TO HELP CREATE A WORLD WHERE COMMUNITIES THRIVE AND EVERY PERSON GOES TO BED FEELING NOURISHED, LOVED, HAPPY AND HOPEFUL ABOUT TOMORROW.

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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 $922,674

Program Service Revenue $703,491

Investment Income $335

Other Revenue $0

TOTAL REVENUE $1,626,500

Expense Breakdown

Grants Paid $616,182

Salaries & Benefits $358,277

Fundraising Expenses $5,314

Program Expenses $1,349,922

Other Expenses $534,118

TOTAL EXPENSES $1,508,577

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,626,500	$1,268,736	+0.3%
Expenses	$1,508,577	$1,297,509	+0.2%
Net Income	$117,923	$-28,773	-5.1%

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

$26,000

Total Directors

$26,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARA HARDING	TREASURER	2.00	Officer Director	$0	$0	$26,000
PAUL SUTHERLAND	CHAIRMAN	2.00	Officer Director	$0	$0	$0
ALISON ARNOLD	PRESIDENT	2.00	Officer Director	$0	$0	$0
LISA NEW	MEMBER	2.00	Director	$0	$0	$0
KARLA CORDERO	MEMBER	2.00	Director	$0	$0	$0
NOMVULA BUTHELEZI	MEMBER	2.00	Director	$0	$0	$0
AKASHA SUTHERLAND	MEMBER	2.00	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
2024	$1,626,500	$1,508,577	$1,534,347	$117,923
2023	$1,268,736	$1,297,509	$1,533,374	$-28,773
2022	$1,492,459	$1,636,359	$1,595,893	$-143,900
2021	$1,362,822	$1,558,592	$1,006,889	$-195,770
2020	$1,071,851	$1,513,931	$1,272,208	$-442,080
2019	$1,703,297	$1,592,600	$1,960,854	$110,697
2018	$1,493,601	$557,687	$1,619,005	$935,914

UTOPIA FOUNDATION INC