UTAHS FIRST LADY FOUNDATION (EIN 862475015) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2021

Legal Domicile

Phone

8015051457

Tax Period

2024-01-01 to 2024-12-31

UTAHS FIRST LADY FOUNDATION, founded in 2021, is a community nonprofit in the Youth Development sector that reported $1.2M in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $1.4M exceeded revenue, resulting in a 12% operating deficit.

Mission

UTAHS FIRST LADY FOUNDATION FOCUSES FOUR SIGNIFICANT AREAS INCLUDING SERVICE, FOSTER CARE, EDUCATOR WELLNESS, AND UNIFIED SPORTS. SIGNIFICANT ACTIVITIES INCLUDE 1)HELPING EDUCATORS AND STUDENTS TO CULTIVATE THE SKILLS THEY NEED FOR SUCCESS 2)PARTNERING WITH LOCAL FOSTER CARE ORGANIZATIONS TO CARE FOR UTAH'S FOSTER KIDS AND THE FAMILIES THAT SUPPORT THEM 3)EXPANDING THE SPECIAL OLYMPICS UNIFIED SPORTS PROGRAM AND 4) PARTNERING WITH LOCAL BUSINESSES, ORGANIZATIONS, AND COMMUNITIES TO DO SERVICE THROUGHOUT THE STATE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,223,154

Program Service Revenue $0

Investment Income $20,522

Other Revenue $0

TOTAL REVENUE $1,243,676

Expense Breakdown

Grants Paid $41,500

Salaries & Benefits $0

Fundraising Expenses $28,125

Program Expenses $1,289,953

Other Expenses $1,350,814

TOTAL EXPENSES $1,392,314

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,243,676	$1,418,099	-0.1%
Expenses	$1,392,314	$1,134,526	+0.2%
Net Income	$-148,638	$283,573	-1.5%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

153

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
ABBY P COX	President	10.00	Officer Director	$0	$0	$0
OWEN FULLER	Treasurer	5.00	Officer Director	$0	$0	$0
KIRSTEN RAPPLEYE	Secretary	5.00	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
2024	$1,243,676	$1,392,314	$955,333	$-148,638
2023	$1,418,099	$1,134,526	$1,213,135	$283,573
2022	$657,441	$869,578	$821,719	$-212,137
2021	$1,178,359	$149,819	$1,043,627	$1,028,540

UTAHS FIRST LADY FOUNDATION