STEWARDSHIP UTAH FOUNDATION (EIN 842842840) - 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

2020

Legal Domicile

Principal Officer

FRANCES JOHNSON

Phone

4353383197

Tax Period

2024-01-01 to 2024-12-31

STEWARDSHIP UTAH FOUNDATION, founded in 2020, is a community nonprofit in the Human Services sector that reported $2.7M in total revenue in fiscal year 2024. Revenue surged 158% from the prior year, signaling strong growth momentum.

Mission

THE MISSION OF THE STEWARDSHIP UTAH FOUNDATION IS TO ADVOCATE FOR THE IMPROVEMENT OF THE ENVIRONMENT IN UTAH.

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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 $2,677,821

Program Service Revenue $0

Investment Income $48,299

Other Revenue $0

TOTAL REVENUE $2,726,120

Expense Breakdown

Grants Paid $1,245

Salaries & Benefits $872,901

Fundraising Expenses $136,099

Program Expenses $2,396,591

Other Expenses $1,849,084

TOTAL EXPENSES $2,723,230

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,726,120	$1,058,197	+1.6%
Expenses	$2,723,230	$498,089	+4.5%
Net Income	$2,890	$560,108	-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

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

$163,675

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID GARBETT	CO-DIRECTOR	21.78	Director	$26,108	$0	$81,997
TJ ELLERBECK	CO-DIRECTOR	27.00	Director	$55,133	$0	$81,678
SCOTT DISSEL	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT GROENE	BOARD MEMBER	1.00	Director	$0	$0	$0
ANDREA HIMOFF	BOARD MEMBER	1.00	Director	$0	$0	$0
FRANCES JOHNSON	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
KERRY SCHUMANN	BOARD MEMBER	1.00	Director	$0	$0	$0
MARCUS TRAIL	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
2024	$2,726,120	$2,723,230	$1,870,842	$2,890
2023	$1,058,197	$498,089	$1,925,292	$560,108
2022	$722,190	$603,915	$1,982,057	$118,275
2021	$1,195,381	$741,231	$849,555	$454,150
2020	$8,392,942	$8,066,346	$326,596	$326,596

STEWARDSHIP UTAH FOUNDATION