Utah Congress of Parents and Teachers (EIN 870217547) - 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

1940

Legal Domicile

Principal Officer

Julie Cluff

Phone

8012613100

Tax Period

2024-07-01 to 2025-06-30

Utah Congress of Parents and Teachers, founded in 1940, is a small nonprofit in the Education sector that reported $501K in total revenue in fiscal year 2024. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $144K, a strong 29% operating margin.

Mission

Utah Congress of Parent and Teachers (Utah PTA) will help every child realize his or her potential and will support and speak on behalf of children and youth, encourage positive involvement in all facest of a child's life, and assist in developing skills to raise and protect children and youth.

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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 $259,513

Program Service Revenue $198,580

Investment Income $38,221

Other Revenue $4,809

TOTAL REVENUE $501,123

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $70,589

Fundraising Expenses $0

Program Expenses $256,991

Other Expenses $284,082

TOTAL EXPENSES $356,671

Year-over-Year Comparison

	2024	2023	Change
Revenue	$501,123	$417,354	+0.2%
Expenses	$356,671	$359,785	0.0%
Net Income	$144,452	$57,569	+1.5%

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

150

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	Role	Reportable Comp	Other Comp	Total
Corey Fairholm	President	Officer Director	$0	$0	$0
Julie Cluff	President Elect	Officer Director	$0	$0	$0
Carol Rednour	Secretary	Director	$0	$0	$0
Karen Beebe	Treasurer	Officer Director	$0	$0	$0
Charissa Little	Regions VP	Director	$0	$0	$0
Kristina Pexton	Advocacy VP	Director	$0	$0	$0
Mike Williams	Dir of Communication	Director	$0	$0	$0
Heidi Grimshaw	Dir of Leadership	Director	$0	$0	$0
Alexis Beezer	Dir of Membership	Director	$0	$0	$0
Christina Van Dam	Teacher Rep	Director	$0	$0	$0
Dr Anthony Godfrey	Administrative Rep	Director	$0	$0	$0
Stacey Mollinett	Past President	Director	$0	$0	$0
Cammy Whitchurch	Comm Engagement Comm	Director	$0	$0	$0
Amber Bonner	Education Commission	Director	$0	$0	$0
Angelee Aedo	Family Life Comm	Director	$0	$0	$0
Kelly Adams	Health Commissioner	Director	$0	$0	$0
Joann Brown	Ind Development Comm	Director	$0	$0	$0
Heather Lamb	Safety Commissioner	Director	$0	$0	$0
Mindi Barker	Student Involvement	Director	$0	$0	$0
Laura Wheatley	Region 1 Director	Director	$0	$0	$0
Amanda Taylor	Region 2 Director	Director	$0	$0	$0
Mara Hammer	Region 3 Director	Director	$0	$0	$0
Jill Derrington	Region 3 Assoc Dir	Director	$0	$0	$0
Erin Jepperson	Region 4 Director	Director	$0	$0	$0
Kimberly Swensen	Region 5 Director	Director	$0	$0	$0
Allison Armstrong	Region 5 Assoc Dir	Director	$0	$0	$0
Sonja Delaney	Region 6 Director	Director	$0	$0	$0
Jessica Navarro	Region 6 Assoc Dir	Director	$0	$0	$0
Melinda Birch	Region 7 Director	Director	$0	$0	$0
Kim Topham	Region 9 Director	Director	$0	$0	$0
Michele Sorenson	Region 9 Assoc Dir	Director	$0	$0	$0
Ashley Rayback	Region 10 Director	Director	$0	$0	$0
Hayley Atwood	Region 12 Director	Director	$0	$0	$0
Amanda Baldanado	Region 16 Director	Director	$0	$0	$0
Liz Miles	Region 17 Director	Director	$0	$0	$0
Cheree Larson	Region 19 Director	Director	$0	$0	$0
Kim McKone	Region 20 Director	Director	$0	$0	$0
Becca Crookston	Region 21 Director	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	$501,123	$356,671	$1,526,646	$144,452
2024	$417,354	$359,785	$1,372,521	$57,569
2023	$412,284	$343,934	$1,327,505	$68,350
2022	$299,402	$357,528	$1,253,303	$-58,126
2021	$257,955	$343,824	$1,300,454	$-85,869
2020	$309,783	$285,476	$1,370,640	$24,307
2019	$319,067	$348,532	$1,348,376	$-29,465
2018	$300,444	$355,696	$1,366,713	$-55,252

Utah Congress of Parents and Teachers