NORMAN AND BARBARA TANNER 1999 CHARITABLE SUPPORT TRUST II (EIN 856462699) - 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

DEON T HILGER

Tax Period

2024-01-01 to 2024-12-31

NORMAN AND BARBARA TANNER 1999 CHARITABLE SUPPORT TRUST II, founded in 2020, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $142K in total revenue in fiscal year 2024. Net assets of $2.6M represent 220 months of operating reserves.

Mission

THE NORMAN AND BARBARA TANNER 1999 CHARITABLE SUPPORT TRUST II WAS ESTABLISHED TO SUPPORT THE UTAH SYMPHONY & OPERA.

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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 $0

Program Service Revenue $0

Investment Income $142,473

Other Revenue $0

TOTAL REVENUE $142,473

Expense Breakdown

Grants Paid $141,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $141,500

Other Expenses $1,100

TOTAL EXPENSES $142,600

Year-over-Year Comparison

	2024	2023	Change
Revenue	$142,473	$147,750	0.0%
Expenses	$142,600	$147,600	0.0%
Net Income	$-127	$150	-1.8%

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
SUSAN L DICKINSON	TRUSTEE	1.00	Director	$0	$0	$0
DEON T HILGER	CHAIR	1.00	Officer Director	$0	$0	$0
ROSEMARIE B MAHYERA	TRUSTEE	1.00	Director	$0	$0	$0
LESLIE PETERSON	US/UO TRUSTE	1.00	Director	$0	$0	$0
DAMON R WOOD PHD	TRUSTEE	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	$142,473	$142,600	$2,617,800	$-127
2023	$147,750	$147,600	$2,395,984	$150
2022	$189,964	$190,756	$2,496,093	$-792
2021	$166,219	$165,256	$2,233,045	$963

NORMAN AND BARBARA TANNER 1999 CHARITABLE SUPPORT TRUST II