UNITED WAY OF NORTHERN UTAH (EIN 870224251) - 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

1972

Legal Domicile

Principal Officer

SARAH MANNING

Phone

8013995584

Tax Period

2024-07-01 to 2025-06-30

UNITED WAY OF NORTHERN UTAH, founded in 1972, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $7.2M in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.6M, a strong 23% operating margin.

Mission

WE UNITE PEOPLE AND ORGANIZATIONS TO BUILD A HEALTHY, STABLE, AND WELL-EDUCATED COMMUNITY WHERE INDIVIDUALS, FAMILIES, AND NEIGHBORHOODS THRIVE.

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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 $5,948,649

Program Service Revenue $0

Investment Income $561,341

Other Revenue $680,022

TOTAL REVENUE $7,190,012

Expense Breakdown

Grants Paid $29,230

Salaries & Benefits $2,726,691

Fundraising Expenses $329,494

Program Expenses $4,828,324

Other Expenses $2,802,333

TOTAL EXPENSES $5,558,254

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,190,012	$5,460,629	+0.3%
Expenses	$5,558,254	$8,135,825	-0.3%
Net Income	$1,631,758	$-2,675,196	-1.6%

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

1493

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

$141,905

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID SEBAHAR	DIRECTOR	2.00	Director	$0	$0	$0
RHETT LONG	BOARD CHAIR	2.00	Director	$0	$0	$0
STEVE WALDRIP	MEMBER AT LARGE	0.50	Director	$0	$0	$0
JUDY WILLIAMSON	DIRECTOR	0.50	Director	$0	$0	$0
KENT STREULING	COMMITTEE CHAIR	1.00	Director	$0	$0	$0
JEFFREY RAWLINGS	COMMITTEE CHAIR	1.00	Director	$0	$0	$0
TIMOTHY WHEELWRIGHT	COMMITTEE CHAIR	1.00	Director	$0	$0	$0
EARL BENSON	COMMITTEE CHAIR	1.00	Director	$0	$0	$0
SHAWN CHOATE	DIRECTOR	0.50	Director	$0	$0	$0
KRISTA LEWIS	DIRECTOR	0.50	Director	$0	$0	$0
TODD HARRIS	DIRECTOR	0.50	Director	$0	$0	$0
KENDAL RAE JENSEN	DIRECTOR	0.50	Director	$0	$0	$0
JEFF MARTINEZ	COMMITTEE CHAIR	1.00	Director	$0	$0	$0
ZACH MOELLER	DIRECTOR	0.50	Director	$0	$0	$0
ANDREW SORENSON	DIRECTOR	0.50	Director	$0	$0	$0
MARA BROWN	DIRECTOR	0.50	Director	$0	$0	$0
DAVID MUMM	MEMBER AT LARGE	0.50	Director	$0	$0	$0
KEN KING	COMMITTEE CHAIR	1.00	Director	$0	$0	$0
TOD SCHROEDER	DIRECTOR	0.50	Director	$0	$0	$0
RYAN SPELTS	DIRECTOR	0.50	Director	$0	$0	$0
DANIELLE NEVESELOV	DIRECTOR	0.50	Director	$0	$0	$0
DELORES GREEN	DIRECTOR	1.00	Director	$0	$0	$0
YUDI LEWIS	MEMBER AT LARGE	0.50	Director	$0	$0	$0
KATE SMITH	COMMITTEE CHAIR	1.00	Director	$0	$0	$0
JENNIFER WARREN	DIRECTOR	0.50	Director	$0	$0	$0
SUSIE WITT	DIRECTOR	0.50	Director	$0	$0	$0
LEE RASMUSSEN	MEMBER AT LARGE	0.50	Director	$0	$0	$0
CARL RUNYAN	MEMBER AT LARGE	0.50	Director	$0	$0	$0
JULIE JOHNSON	PRESIDENT	40.00	Officer	$141,905	$0	$141,905

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	$7,190,012	$5,558,254	$6,898,074	$1,631,758
2024	$5,460,629	$8,135,825	$7,466,362	$-2,675,196
2023	$4,919,551	$8,874,592	$8,797,705	$-3,955,041
2022	$4,637,663	$8,006,259	$14,414,361	$-3,368,596
2020	$4,249,809	$4,922,713	$16,824,563	$-672,904
2019	$3,470,686	$3,273,394	$18,014,652	$197,292
2018	$15,185,262	$4,852,552	$17,558,452	$10,332,710

UNITED WAY OF NORTHERN UTAH