COMMUNITY TRUST OF UTAH (EIN 823365355) - 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

2017

Legal Domicile

Principal Officer

TRISH COUGHLIN

Phone

8015593005

Tax Period

2023-01-01 to 2023-12-31

COMMUNITY TRUST OF UTAH, founded in 2017, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $15.9M in total revenue in fiscal year 2023. Revenue fell 70% from the prior year — a significant decline worth monitoring.

Mission

THE TRUST WAS FORMED TO BENEFIT, PERFORM THE FUNCTIONS OF, AND CARRY OUT THE CHARITABLE PURPOSE OF THE COMMUNITY FOUNDATION OF UTAH (CFU). CFU IS UTAH'S PARTNER IN PHILANTHROPY, PIONEERING INNOVATION AND COLLABORATION TO INVEST IN OUR COMMUNITY TODAY FOR A BRIGHTER TOMORROW. CFU SEEKS THE BEST EMERGING IDEAS IN PHILANTHROPY AND PARTNERS WITH INDIVIDUALS, CORPORATIONS, AND FOUNDATIONS TO HELP COMMUNITIES PROGRESS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $7,779,367

Program Service Revenue $0

Investment Income $8,180,632

Other Revenue $-58,533

TOTAL REVENUE $15,901,466

Expense Breakdown

Grants Paid $14,818,624

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,977,150

Other Expenses $724,978

TOTAL EXPENSES $15,543,602

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,901,466	$53,168,017	-0.7%
Expenses	$15,543,602	$33,911,300	-0.5%
Net Income	$357,864	$19,256,717	-1.0%

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

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
BRAD DICKSON	VICE PRESIDE	0.40	Officer Director	$0	$0	$0
TRISH COUGHLIN	PRESIDENT	0.40	Officer Director	$0	$0	$0
DOUG HANSEN	TREASURER	0.20	Officer Director	$0	$0	$0
MARTY TATE	TRUSTEE	0.20	Director	$0	$0	$0
CHRIS CONARD	TRUSTEE	0.20	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	$15,901,466	$15,543,602	$31,571,722	$357,864
2022	$53,168,017	$33,911,300	$38,314,413	$19,256,717
2021	$207,220,473	$139,180,727	$38,923,456	$68,039,746
2020	$170,520,993	$80,704,234	$36,379,558	$89,816,759
2019	$29,964,616	$6,195,773	$18,315,120	$23,768,843
2018	$905,498	$14,318	$454,277	$891,180

COMMUNITY TRUST OF UTAH