Dixie State University Innovation Foundation (EIN 821456060) - 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

2018

Legal Domicile

Principal Officer

Michael Lacourse

Phone

4356527505

Tax Period

2024-07-01 to 2025-06-30

Mission

The Utah Tech University Innovation Foundation operates exclusively to promote and financially support Utah Tech University the University and its various scientific educational and other activities programs and services and to support the Universitys current and future needs as a vital component of the communitys economic and educational engines.

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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 $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $18

TOTAL EXPENSES $18

Year-over-Year Comparison

	2024	2023	Change
Revenue	N/A	N/A	N/A
Expenses	$18	N/A	N/A
Net Income	N/A	$0	N/A

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

$1,319,772

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Paul Morris	Board Member	1.00	Director	$0	$82,127	$319,857
Qiuhong Yu	Board Member	1.00	Director	$0	$47,547	$250,597
Michael Lacourse	Board Member	1.00	Director	$0	$53,151	$248,515
Bryant Flake	Board Member	1.00	Director	$0	$43,522	$182,804
Wayne Provost	Board Member	1.00	Director	$0	$38,209	$173,260
Cheryle Caplinger	Board Member	1.00	Director	$0	$25,420	$144,739
Tara Spalding	Board Member	1.00	Director	$0	$0	$0
Maaike Everts	Board Member	1.00	Director	$0	$0	$0
Robert Behunin	Board Member	1.00	Director	$0	$0	$0
Steven Brough	Board 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	No data	$18	$947,741	No data

Dixie State University Innovation Foundation