UTAH FINANCIAL EMPOWERMENT COALITION (EIN 832554215) - 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

2019

Legal Domicile

Phone

8017252286

Tax Period

2024-01-01 to 2024-12-31

UTAH FINANCIAL EMPOWERMENT COALITION, founded in 2019, is a small nonprofit in the Human Services sector that reported $329K in total revenue in fiscal year 2024. The organization ran a surplus of $122K, a strong 37% operating margin.

Mission

ANNUAL WOMEN IN THE MONEY CONFERENCE, STOCK MARKET GAME FOR K-12

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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 $325,920

Program Service Revenue $3,243

Investment Income $0

Other Revenue $0

TOTAL REVENUE $329,163

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $207,630

Other Expenses $207,630

TOTAL EXPENSES $207,630

Year-over-Year Comparison

	2024	2023	Change
Revenue	$329,163	N/A	N/A
Expenses	$207,630	N/A	N/A
Net Income	$121,533	N/A	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

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Susan A Speirs	President	2.00	Director	$0	$0	$0
BRITTANY GRIFFIN	Treasurer	10.00	Director	$0	$0	$0
SUSAN MADSEN	Director	0.00	Director	$0	$0	$0
LIZ OWENS	Director	2.00	Director	$0	$0	$0
MARLO OAKS	President	2.00	Director	$0	$0	$0
CLAUDIA PONCE	Director	2.00	Director	$0	$0	$0
AMANDA H CHRISTENSEN	Director	2.00	Director	$0	$0	$0
LAURA OLSEN	Director	2.00	Director	$0	$0	$0
KOSHELL BURNHAM-MILLER	Director	2.00	Director	$0	$0	$0
CATHY KEEN	Director	2.00	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
2024	$329,163	$207,630	$157,401	$121,533

UTAH FINANCIAL EMPOWERMENT COALITION