UTAH STEM FOUNDATION INC (EIN 813451795) - 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

2015

Legal Domicile

Principal Officer

SUE REDINGTON

Phone

8015388800

Tax Period

2024-07-01 to 2025-06-30

UTAH STEM FOUNDATION INC, founded in 2015, is a small nonprofit in the Education sector that reported $770K in total revenue in fiscal year 2024. Expenses of $1.2M exceeded revenue, resulting in a 55% operating deficit.

Mission

PROMOTING UTAH'S ECONOMIC PROSPERITY BY ASSISTING THE UTAH STEM ACTION CENTER TO BUILD INDUSTRY CONNECTIONS AND PROVIDE STEM RESOURCES TO THE STATE OF UTAH.

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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 $770,414

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $770,414

Expense Breakdown

Grants Paid $0

Salaries & Benefits $551,832

Fundraising Expenses $0

Program Expenses $1,194,398

Other Expenses $642,566

TOTAL EXPENSES $1,194,398

Year-over-Year Comparison

	2024	2023	Change
Revenue	$770,414	$751,746	+0.0%
Expenses	$1,194,398	$1,043,091	+0.1%
Net Income	$-423,984	$-291,345	+0.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLISON SPENCER	EX-OFFICIO MEMBER/STAFF	15.00	Director	$0	$0	$0
ANGELA MASTALOUDIS	BOARD MEMBER	1.00	Director	$0	$0	$0
BRAD SCHAFER	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN PARKER	BOARD MEMBER	1.00	Director	$0	$0	$0
JOSH BROWN	BOARD MEMBER	1.00	Director	$0	$0	$0
VANESSA PEREZ	BOARD MEMBER	1.00	Director	$0	$0	$0
ERIC POPE	BOARD CHAIR	1.00	Director	$0	$0	$0
LEE MCCULLOUGH	BOARD MEMBER	1.00	Director	$0	$0	$0
TAMI GOETZ	EX-OFFICIO MEMBER/STAFF	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	$770,414	$1,194,398	$679,548	$-423,984
2024	$751,746	$1,043,091	$1,103,532	$-291,345
2023	$586,479	$688,877	$1,394,877	$-102,398
2022	$603,206	$516,828	$1,497,275	$86,378
2021	$324,232	$492,024	$1,410,897	$-167,792
2020	$513,205	$571,605	$1,578,689	$-58,400
2019	$1,230,001	$851,787	$1,637,089	$378,214

UTAH STEM FOUNDATION INC