COTTONWOOD CANYONS FOUNDATION (EIN 743058673) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2002

Legal Domicile

Principal Officer

Joanna Wheelton

Phone

8017037574

Tax Period

2023-01-01 to 2023-12-31

COTTONWOOD CANYONS FOUNDATION, founded in 2002, is a small nonprofit in the Environment sector that reported $898K in total revenue in fiscal year 2023. Revenue surged 55% from the prior year, signaling strong growth momentum. Expenses of $853K left a modest 5% surplus.

Mission

The mission of the Cottonwood Canyons Foundation is supporting the environment of the Cottonwood Canyons through stewardship and education.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $898,451

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $898,451

Expense Breakdown

Grants Paid $0

Salaries & Benefits $716,837

Fundraising Expenses $3,800

Program Expenses $706,632

Other Expenses $132,279

TOTAL EXPENSES $852,916

Year-over-Year Comparison

	2023	2022	Change
Revenue	$898,451	$579,270	+0.6%
Expenses	$852,916	$615,725	+0.4%
Net Income	$45,535	$-36,455	-2.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

651

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

Total Directors

Key Employees

$95,886

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Joanna Wheelton	Director, Ex Officio	40	Key Emp	$95,886	$0	$95,886
Hilary Arens	Director	1	Director	$0	$0	$0
Mike Maughan	Director	1	Director	$0	$0	$0
Lincoln Clark	Director	2	Director	$0	$0	$0
Mark Hindley	Director	1	Director	$0	$0	$0
Mark White	Director	2	Director	$0	$0	$0
Tyler Fonarow	Director	1	Director	$0	$0	$0
Oliver Young	Director	1	Director	$0	$0	$0
Constance Marshall	Director	1	Director	$0	$0	$0
Kenneth Thomas Adams	Director	1	Director	$0	$0	$0
Rebecca Hotze	Director, Ex Officio	1	Director	$0	$0	$0
Laura Briefer	Director, Ex Officio	1	Director	$0	$0	$0
Amber Broadaway	Director	1	Director	$0	$0	$0
Mike Doyle	Director	1	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	No data	No data	No data	No data
2023	$898,451	$852,916	$138,516	$45,535
2022	$579,270	$615,725	$115,643	$-36,455
2021	$520,946	$480,434	$154,514	$40,512
2020	$410,494	$420,189	$114,002	$-9,695
2018	$295,780	$406,919	$180,740	$-111,139

COTTONWOOD CANYONS FOUNDATION