Salt Lake Education Foundation (EIN 742563849) - 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

1990

Legal Domicile

Principal Officer

James E Yapias

Phone

8015788258

Tax Period

2024-07-01 to 2025-06-30

Salt Lake Education Foundation, founded in 1990, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.8M in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year.

Mission

To promote student success in the Salt Lake City School District by using private donations to supplement children's educational experiences.

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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 $2,326,915

Program Service Revenue $0

Investment Income $210,142

Other Revenue $276,959

TOTAL REVENUE $2,814,016

Expense Breakdown

Grants Paid $2,309,763

Salaries & Benefits $371,226

Fundraising Expenses $0

Program Expenses $2,781,187

Other Expenses $163,198

TOTAL EXPENSES $2,844,187

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,814,016	$3,292,611	-0.1%
Expenses	$2,844,187	$3,075,198	-0.1%
Net Income	$-30,171	$217,413	-1.1%

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

N/A

Volunteers

N/A

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

$232,865

Total Directors

$232,865

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James E Yapias	Executive Director	40.00	Officer Director	$0	$62,412	$232,865
Lorena Riffo Jenson	Chair	1.00	Director	$0	$0	$0
T Richard Davis	Chair Elect	1.00	Director	$0	$0	$0
Dr Elizabeth Grant	Member	1.00	Director	$0	$0	$0
Sandra Hollins	Member	1.00	Director	$0	$0	$0
Rich McKeown	Member	1.00	Director	$0	$0	$0
Byron Russell	Member	1.00	Director	$0	$0	$0
Brad Shafer	Member	1.00	Director	$0	$0	$0
Jeanetta Williams	Member	1.00	Director	$0	$0	$0
Michelle Tago	Member	1.00	Director	$0	$0	$0
Monica Yocom	Member	1.00	Director	$0	$0	$0
Lisia Satini	Member	1.00	Director	$0	$0	$0
Maria Garciaz	Member	1.00	Director	$0	$0	$0
Jonathan Brogaard	Member	1.00	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	$2,814,016	$2,844,187	$5,926,825	$-30,171
2024	$3,292,611	$3,075,198	$5,186,984	$217,413
2023	$2,749,592	$2,681,090	$4,541,227	$68,502
2022	$2,872,287	$2,692,114	$4,357,052	$180,173
2021	$3,612,545	$3,029,683	$4,750,444	$582,862
2020	$2,459,044	$2,388,898	$3,545,619	$70,146
2019	$2,243,887	$1,905,470	$3,530,068	$338,417
2018	$2,518,678	$4,020,778	$3,119,374	$-1,502,100

Salt Lake Education Foundation