UPTON ECONOMIC DEVELOPMENT BOARD (EIN 830284995) - 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

2007

Legal Domicile

Principal Officer

JOHN MARSHALL

Phone

3072820652

Tax Period

2024-07-01 to 2025-06-30

UPTON ECONOMIC DEVELOPMENT BOARD, founded in 2007, is a micro nonprofit that reported $36K in total revenue in fiscal year 2024. Revenue fell 152% from the prior year — a significant decline worth monitoring.

Mission

UPTON ECONOMIC DEVELOPMENT BOARDS PURPOSE IS TO FURTHER ECONOMIC DEVELOPMENT & CIVIC PROJECTS FOR UPTON, WESTON COUNTY, WYOMING.

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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 $1,300

Program Service Revenue $0

Investment Income $136,209

Other Revenue $-173,610

TOTAL REVENUE $-36,101

Expense Breakdown

Grants Paid $505

Salaries & Benefits $58,233

Fundraising Expenses $0

Program Expenses $52,685

Other Expenses $52,920

TOTAL EXPENSES $111,658

Year-over-Year Comparison

	2024	2023	Change
Revenue	$-36,101	$69,536	-1.5%
Expenses	$111,658	$183,896	-0.4%
Net Income	$-147,759	$-114,360	+0.3%

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
John Marshall	PRESIDENT	2.00	Officer Director	$0	$0	$0
STEVEN GERBER	DIRECTOR	2.00	Director	$0	$0	$0
Carmen Diehl	DIRECTOR	2.00	Director	$0	$0	$0
Tony Barton	DIRECTOR	2.00	Director	$0	$0	$0
Richard Claycomb	DIRECTOR	2.00	Director	$0	$0	$0
Dylan Esquivel	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
Keith Materi	VICE PRESIDENT	2.00	Officer 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	$-36,101	$111,658	$4,242,233	$-147,759
2024	$69,536	$183,896	$4,326,168	$-114,360
2023	$118,676	$157,131	$4,405,217	$-38,455
2022	$206,755	$208,808	$4,443,196	$-2,053
2021	$186,375	$156,386	$4,444,467	$29,989
2020	$4,247,395	$173,859	$4,448,353	$4,073,536
2019	$1,265	$93,996	$366,635	$-92,731

UPTON ECONOMIC DEVELOPMENT BOARD