TRAUMA-INFORMED UTAH

EIN: 863369536 501(c)(3) Mental Health

Salt Lake City, UT

Total Revenue
$346,759
Total Expenses
$300,001
Total Assets
$160,910
Net Assets
$148,410
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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
2021
Legal Domicile
UT
Principal Officer
Mary Beth Vogel-Ferguson
Phone
8015804861
Tax Period
2024-07-01 to 2025-06-30

TRAUMA-INFORMED UTAH, founded in 2021, is a small nonprofit in the Mental Health sector that reported $347K in total revenue in fiscal year 2024. Expenses of $300K left a modest 13% surplus.

Mission

The primary purpose of Trauma-Informed Utah is to respond to requests for education, resources and training around implementing a Trauma-Informed approach within their organization. The focus includes any and all sectors of society seeking such services and is a state wide effort.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $290,174
Program Service Revenue $56,585
Investment Income $0
Other Revenue $0
TOTAL REVENUE $346,759

Expense Breakdown

Grants Paid $0
Salaries & Benefits $278,669
Fundraising Expenses $1,000
Program Expenses $277,736
Other Expenses $21,332
TOTAL EXPENSES $300,001

Year-over-Year Comparison

2024 2023 Change
Revenue $346,759 $340,068 +0.0%
Expenses $300,001 $304,578 0.0%
Net Income $46,758 $35,490 +0.3%
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

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Governance

Voting Members
6
Independent Members
6
Employees
6
Volunteers
8

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
0
$0
Total Directors
6
$0
Key Employees
4
$187,628
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Kara Patin Program Director 40
Key Emp
$103,620 $0 $103,620
Michael Haddon Deputy Director 40
$56,250 $0 $56,250
Mary Beth Vogel-Ferguson Interim Executive Director 40
Key Emp
$52,470 $0 $52,470
Shelby Lopez Associate Program Director 40
Key Emp
$31,538 $0 $31,538
Emily Bennett Associate Program Director 40
$14,872 $0 $14,872
Rachel Garrett TIU Associate Director 5
$2,918 $0 $2,918
Brad Manuel TIU Board Chair 2
Director
$0 $0 $0
Monnica Manuel TIU Board Member 1
Director
$0 $0 $0
Kim Fischer TIU Board Member 1
Director
$0 $0 $0
Ashley Weitz TIU Board Secretary 1
Director
$0 $0 $0
Joey Thurgood TIU Board Member 1
Director
$0 $0 $0
Claustina Mahon-Reynolds TIU Board Member 0.5
Director
$0 $0 $0
Keri Jones-Fonnesbeck Deputy Director 40
Key Emp
$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
2025 $346,759 $300,001 $160,910 $46,758
2024 $340,068 $304,578 $101,792 $35,490
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