UTAH'S PROMISE (EIN 870227091) - 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

1904

Legal Domicile

Principal Officer

BILL CRIM

Phone

8017368929

Tax Period

2024-07-01 to 2025-06-30

UTAH'S PROMISE, founded in 1904, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $9.5M in total revenue in fiscal year 2024. Revenue surged 104% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.3M, a strong 25% operating margin.

Mission

WE BUILD POWERFUL CROSS-SECTOR PARTNERSHIPS TO HELP EVERY UTAHN ACHIEVE THEIR POTENTIAL.

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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 $8,878,905

Program Service Revenue $135,562

Investment Income $496,754

Other Revenue $0

TOTAL REVENUE $9,511,221

Expense Breakdown

Grants Paid $3,303,852

Salaries & Benefits $3,346,149

Fundraising Expenses $390,707

Program Expenses $5,976,293

Other Expenses $523,941

TOTAL EXPENSES $7,173,942

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,511,221	$4,660,686	+1.0%
Expenses	$7,173,942	$12,470,587	-0.4%
Net Income	$2,337,279	$-7,809,901	-1.3%

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

Governance

Voting Members

Independent Members

Employees

104

Volunteers

120

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

$822,916

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ASHA PAREKH	CHAIR	1.00	Director	$0	$0	$0
BENJAMIN MCADAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
BRIAN MCCALLION	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTIAN GARDNER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAKOTA MATHERLY	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHIE MILLER	BOARD MEMBER	1.00	Director	$0	$0	$0
LAUREN CALL	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHELLE CRAWFORD	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKELLE MOORE	BOARD MEMBER	1.00	Director	$0	$0	$0
MILTON COLLINS	BOARD MEMBER	1.00	Director	$0	$0	$0
MOE HICKEY	BOARD MEMBER	1.00	Director	$0	$0	$0
NEELAM CHAND	BOARD MEMBER	1.00	Director	$0	$0	$0
NUBIA PEA	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOTT SPERRY	VICE CHAIR	1.00	Director	$0	$0	$0
SHAWN NEWELL	TREASURER	1.00	Director	$0	$0	$0
BILL CRIM	PRESIDENT & CEO	25.00	Officer	$241,599	$0	$241,599
ANGELA MATTHES	CHIEF FINANCIAL OFFICER	25.00	Officer	$159,500	$0	$159,500
AMY AHRENS TERPSTRA	CHIEF IMPACT OFFICER	25.00	Officer	$153,061	$0	$153,061
CHRISTINA-MAI JUST	CHIEF EQUITY OFFICER	25.00	Officer	$142,439	$0	$142,439
KAT JOHNSON	CHIEF OF STAFF	25.00	Officer	$126,317	$0	$126,317
JAMIE KANEKO	VP OF STRATEGIC COMMUNICATIONS	25.00	Highest	$131,385	$0	$131,385
ELIZABETH GARBE	VP OF PUBLIC POLICY	25.00	Highest	$123,762	$0	$123,762

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	$9,511,221	$7,173,942	$21,182,549	$2,337,279
2024	$4,660,686	$12,470,587	$19,681,386	$-7,809,901
2023	$14,945,443	$15,533,322	$28,897,908	$-587,879
2022	$11,102,852	$14,172,242	$28,992,111	$-3,069,390
2021	$17,873,983	$12,901,927	$33,777,150	$4,972,056
2020	$21,883,175	$13,795,462	$29,345,814	$8,087,713
2019	$13,478,038	$15,213,256	$23,305,327	$-1,735,218

UTAH'S PROMISE