International Society Daughters of Utah Pioneers (EIN 870213529) - 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

1925

Legal Domicile

Phone

8015326479

Tax Period

2024-06-01 to 2025-05-31

International Society Daughters of Utah Pioneers, founded in 1925, is a small nonprofit in the Arts, Culture & Humanities sector that reported $590K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $192K, a strong 32% operating margin.

Mission

THE OBJECTIVE OF THIS ORGANIZATION SHALL BE TO PERPETUATE THE NAMES AND ACHIEVEMENTS OF THE MEN, WOMEN, AND CHILDREN WHO WERE THE PIONEERS IN FOUNDING THIS COMMONWEALTH.

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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 $324,425

Program Service Revenue $203,568

Investment Income $61,583

Other Revenue $0

TOTAL REVENUE $589,576

Expense Breakdown

Grants Paid $0

Salaries & Benefits $151,513

Fundraising Expenses $0

Program Expenses $227,681

Other Expenses $246,536

TOTAL EXPENSES $398,049

Year-over-Year Comparison

	2024	2023	Change
Revenue	$589,576	$478,823	+0.2%
Expenses	$398,049	$349,749	+0.1%
Net Income	$191,527	$129,074	+0.5%

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

101

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

$4,500

Total Directors

$4,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Billie Allred	Treasurer	16.0	Officer Director	$4,500	$0	$4,500
Constance Huntsman	2nd Vice President	23.0	Officer Director	$0	$0	$0
Ellen Jeppson	President	31.0	Officer Director	$0	$0	$0
Harriet Rasmussen	Registrar	25.0	Officer Director	$0	$0	$0
Jeanie Bowerbank	3rd Vice President	6.0	Officer Director	$0	$0	$0
Julie Thompson	4th Vice President	15.0	Officer Director	$0	$0	$0
Maryann Jensen	1st Vice President	7.0	Officer Director	$0	$0	$0
Stacey Page	5th Vice President	9.0	Officer Director	$0	$0	$0
Vicki Chambers	Secretary	26.0	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
2025	$589,576	$398,049	$1,898,579	$191,527
2024	$478,823	$349,749	$1,659,455	$129,074
2023	$483,821	$447,780	$1,620,047	$36,041
2022	$454,488	$355,661	$1,618,366	$98,827
2021	$367,556	$371,257	$1,426,180	$-3,701
2020	$426,245	$372,938	$1,323,116	$53,307
2019	$423,995	$403,944	$1,244,245	$20,051
2018	$510,313	$420,255	$1,225,625	$90,058

International Society Daughters of Utah Pioneers