COMMUNITY SHARES UTAH

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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

1988

Legal Domicile

Principal Officer

ANNELI SEGURA

Phone

8014869224

Tax Period

2019-01-01 to 2019-12-31

COMMUNITY SHARES UTAH, founded in 1988, is a micro nonprofit that reported $95K in total revenue in fiscal year 2019. Revenue decreased 19% compared to the prior year. Expenses of $119K exceeded revenue, resulting in a 25% operating deficit.

Mission

COMMUNITY SHARES UTAH SERVES A CATALYST TO SUPPORTING THE GOALS OF NONPROFIT MEMBER AGENCIES IN UTAH.

Program Service Accomplishments

Program 1

Expenses: $104,141 Revenue: $17,743

DURING 2019, COMMUNITY SHARES UTAH WORKED TO ESTABLISH AND MAINTAIN WORKPLACE GIVING CAMPAIGNS WITH EMPLOYERS IN UTAH. THE ORGANIZATION PROMOTES POSITIVE CHANGE THROUGH COORDINATING THESE ONGOING...

DURING 2019, COMMUNITY SHARES UTAH WORKED TO ESTABLISH AND MAINTAIN WORKPLACE GIVING CAMPAIGNS WITH EMPLOYERS IN UTAH. THE ORGANIZATION PROMOTES POSITIVE CHANGE THROUGH COORDINATING THESE ONGOING PAYROLL CONTRIBUTIONS. EMPLOYEES OF PARTICIPATING WORKPLACES CAN DIRECT THEIR DONATIONS TOWARD A VARIETY OF NONPROFITS IN UTAH. THE ORGANIZATION CONTINUED TO WORK TOWARD INCREASING ITS NUMBER OF WORKPLACE GIVING CAMPAIGNS AND MEMBER AGENCIES. THE ORGANIZATION ALSO WORKED WITH COMMUNITY SHARES/USA AND OTHER ORGANIZATIONS TO IDENTIFY AND SHARE TOOLS TO IMPROVE ORGANIZATIONAL EFFICIENCY AND STRATEGY WITH MEMBER AGENCIES.

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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 (2019)

Revenue Breakdown

Contributions & Grants $77,681

Program Service Revenue $17,743

Investment Income $25

Other Revenue $0

TOTAL REVENUE $95,449

Expense Breakdown

Grants Paid $49,385

Salaries & Benefits $58,868

Fundraising Expenses $3,188

Program Expenses $104,141

Other Expenses $11,192

TOTAL EXPENSES $119,445

Year-over-Year Comparison

	2019	2018	Change
Revenue	$95,449	$117,238	-0.2%
Expenses	$119,445	$160,478	-0.3%
Net Income	$-23,996	$-43,240	-0.4%

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

$54,936

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNELI SEGURA	EXECUTIVE DI	35.00	Officer	$54,936	$0	$54,936
PEG ARNOLD	DIRECTOR	0.85	Director	$0	$0	$0
SARAH BELL	DIRECTOR	0.85	Director	$0	$0	$0
NARNIA BROCKMAN	DIRECTOR	0.85	Director	$0	$0	$0
TIM CARR	DIRECTOR	0.85	Director	$0	$0	$0
DANA CHRISTENSEN	DIRECTOR	0.85	Director	$0	$0	$0
ROB DUBUC	DIRECTOR	0.85	Director	$0	$0	$0
MARIA GACIAZ	DIRECTOR	0.85	Director	$0	$0	$0
JAN HOLLEY	TREASURER	0.85	Officer Director	$0	$0	$0
SUSAN ISON	DIRECTOR	0.85	Director	$0	$0	$0
CATHY KING	DIRECTOR	0.85	Director	$0	$0	$0
KATHY KLOTZ	DIRECTOR	0.85	Director	$0	$0	$0
GLEN LANHAM	DIRECTOR	0.85	Director	$0	$0	$0
AMY MAY	DIRECTOR	0.85	Director	$0	$0	$0
LILA OULSEN	DIRECTOR	0.85	Director	$0	$0	$0
KATY SHOEMAKER	BOARD CHAIR	0.85	Officer Director	$0	$0	$0
LINDSAY SMITH	SECRETARY	0.85	Officer Director	$0	$0	$0
ANNETTE SWAN	DIRECTOR	0.85	Director	$0	$0	$0
JAMES YAPIAS	DIRECTOR	0.85	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
2019	$95,449	$119,445	$157,406	$-23,996
2018	$117,238	$160,478	$144,536	$-43,240