STEWARDSHIP UTAH (EIN 843940283) - 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

Principal Officer

KERRY SCHUMANN

Phone

4353383197

Tax Period

2024-01-01 to 2024-12-31

STEWARDSHIP UTAH is a community nonprofit in the Community Improvement sector that reported $2.6M in total revenue in fiscal year 2024. Revenue surged 806% from the prior year, signaling strong growth momentum. The organization ran a surplus of $522K, a strong 20% operating margin.

Mission

STEWARDSHIP UTAH WORKS TO CLEAN UTAH'S AIR AND PROMOTE CLIMATE ACTION BY PARTICIPATING IN ELECTIONS AND DESIGNING POLICY.

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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 $1,185,685

Program Service Revenue $1,413,408

Investment Income $9,347

Other Revenue $0

TOTAL REVENUE $2,608,440

Expense Breakdown

Grants Paid $0

Salaries & Benefits $870,524

Fundraising Expenses $125,176

Program Expenses $1,794,221

Other Expenses $1,215,779

TOTAL EXPENSES $2,086,303

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,608,440	$287,762	+8.1%
Expenses	$2,086,303	$294,275	+6.1%
Net Income	$522,137	$-6,513	-81.2%

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

$81,997

Total Directors

$132,335

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID GARBETT	CO-DIRECTOR	18.22	Officer Director	$37,350	$0	$81,997
TJ ELLERBECK	CO-DIRECTOR	13.00	Director	$16,360	$0	$50,338
JEFF EISENBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT GROENE	BOARD MEMBER	2.00	Director	$0	$0	$0
JAMIE HENN	BOARD MEMBER	1.00	Director	$0	$0	$0
MOLLY HUTSINPILLER	BOARD MEMBER	2.00	Director	$0	$0	$0
PETER METCALF	BOARD MEMBER	2.00	Director	$0	$0	$0
KERRY SCHUMANN	BOARD CHAIR	2.00	Director	$0	$0	$0
LIZ THOMAS	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	$2,608,440	$2,086,303	$1,788,254	$522,137
2023	$287,762	$294,275	$143,125	$-6,513
2022	$250,075	$193,481	$142,074	$56,594
2021	$219,885	$164,864	$82,726	$55,021
2020	$191,253	$178,251	$51,531	$13,002

STEWARDSHIP UTAH