Wasatch Jordan Education Foundation (EIN 814943077) - 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

2016

Legal Domicile

Principal Officer

Ryan Lindsey

Phone

4357552000

Tax Period

2024-01-01 to 2024-12-31

Wasatch Jordan Education Foundation, founded in 2016, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $117K in total revenue in fiscal year 2024. Revenue fell 71% from the prior year — a significant decline worth monitoring. Expenses of $152K exceeded revenue, resulting in a 30% operating deficit.

Mission

PROVIDE FINANCIAL SUPPORT TO THE JORDAN EDUCATION FOUNDATION FOR THE STUDENTS AND TEACHERS IN THE JORDAN DISTRICT, WHICH IS AN EXEMPT ORGANIZATION UNDER IRC 501(C)(3).

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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 $0

Program Service Revenue $0

Investment Income $117,104

Other Revenue $0

TOTAL REVENUE $117,104

Expense Breakdown

Grants Paid $150,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $150,000

Other Expenses $2,151

TOTAL EXPENSES $152,151

Year-over-Year Comparison

	2024	2023	Change
Revenue	$117,104	$409,809	-0.7%
Expenses	$152,151	$422,158	-0.6%
Net Income	$-35,047	$-12,349	+1.8%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
RYAN MARCHANT	VICE PRESIDENT, TRUSTEE	Officer Director	$0	$0	$0
MICHAEL HAYNES	TRUSTEE	Director	$0	$0	$0
TYRON FOSTER	TRUSTEE	Director	$0	$0	$0
KERI HALE	PRESIDENT, TRUSTEE	Officer Director	$0	$0	$0
JOSH CHASE	TRUSTEE	Director	$0	$0	$0
CLARK BELL	TRUSTEE	Director	$0	$0	$0
RYAN LINDSEY	SECRETARY	Officer	$0	$0	$0
FRANK COPPIN	TREASURER	Officer	$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	$117,104	$152,151	$1,239,662	$-35,047
2023	$409,809	$422,158	$1,274,709	$-12,349
2022	$284,147	$202,170	$1,287,058	$81,977
2021	$128,800	$92,150	$1,205,081	$36,650
2020	$55,040	$112,150	$1,168,431	$-57,110
2019	$35,375	$231,950	$1,225,540	$-196,575
2018	$569,029	$141,200	$1,422,115	$427,829

Wasatch Jordan Education Foundation