THE COMMUNITY FOUNDATION OF UTAH

EIN: 743211770 501(c)(3) Philanthropy & Grantmaking

SALT LAKE CITY, UT

Total Revenue
$31,129,564
Total Expenses
$29,810,813
Total Assets
$188,525,314
Net Assets
$145,978,826
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
UT
Principal Officer
ALEXANDRA EATON
Phone
8015593005
Tax Period
2023-01-01 to 2023-12-31

THE COMMUNITY FOUNDATION OF UTAH, founded in 2007, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $31.1M in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Expenses of $29.8M left a modest 4% surplus.

Mission

WE ENABLE ALL UTAHNS TO CONTRIBUTE TO OUR COMMUNITY TODAY, ENSURING A BRIGHTER 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $26,168,500
Program Service Revenue $387,977
Investment Income $4,482,185
Other Revenue $90,902
TOTAL REVENUE $31,129,564

Expense Breakdown

Grants Paid $27,918,187
Salaries & Benefits $993,590
Fundraising Expenses $137,735
Program Expenses $29,211,523
Other Expenses $899,036
TOTAL EXPENSES $29,810,813

Year-over-Year Comparison

2023 2022 Change
Revenue $31,129,564 $40,373,770 -0.2%
Expenses $29,810,813 $31,438,142 -0.1%
Net Income $1,318,751 $8,935,628 -0.9%
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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Governance

Voting Members
10
Independent Members
10
Employees
13
Volunteers
15

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
5
$393,882
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALEXANDRA EATON CEO 40.00
Officer
$247,600 $22,664 $270,264
YUKI NOVAK CFO 40.00
Officer
$119,440 $4,178 $123,618
IAN SHELLEDY COO 40.00
Highest
$102,368 $17,449 $119,817
CHRIS CONARD BOARD MEMBER 0.50
Director
$0 $0 $0
TRISH COUGHLIN BOARD CHAIR 1.40
Officer Director
$0 $0 $0
BRAD DICKSON BOARD VICE C 1.00
Officer Director
$0 $0 $0
RAMEZ HALTEH BOARD MEMBER 0.50
Director
$0 $0 $0
DOUG HANSEN TREASURER 0.50
Officer Director
$0 $0 $0
JOSH KANTER BOARD MEMBER 0.50
Director
$0 $0 $0
JERAMY LUND BOARD MEMBER 0.50
Director
$0 $0 $0
JENNIFER ROBINSON BOARD MEMBER 0.50
Director
$0 $0 $0
MARTY TATE BOARD MEMBER 0.50
Director
$0 $0 $0
JENSEN WARNOCK BOARD MEMBER 0.50
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 $31,129,564 $29,810,813 $188,525,314 $1,318,751
2022 $40,373,770 $31,438,142 $136,652,844 $8,935,628
2021 $67,939,966 $14,669,850 $142,492,621 $53,270,116
2020 $42,536,089 $20,117,949 $90,613,858 $22,418,140
2019 $13,412,093 $7,377,458 $65,669,769 $6,034,635
2018 $17,351,130 $11,459,548 $54,891,555 $5,891,582
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