UNITED WAY OF EASTERN UTAH (EIN 870374334) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Principal Officer

KAYLEE IMAN

Phone

4356378911

Tax Period

2019-07-01 to 2020-06-30

UNITED WAY OF EASTERN UTAH, founded in 1981, is a small nonprofit in the Human Services sector that reported $136K in total revenue in fiscal year 2019. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $57K, a strong 42% operating margin.

Mission

UNITED WAY OF EASTERN UTAH HELPS TO PROMOTE CHARITABLE GIVING BY COLLECTING PLEDGES FROM VARIOUS BUSINESSES AND INDIVIDUALS TO FUND A VARIETY OF CHARITITIES PROVIDING SERVICES TO THE COMMUNITIES LOCATED IN CARBON, EMERY, GRAND, SAN JUAN, DAGGETT, DUCHESNE, AND UINTAH COUNTIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $134,076

Program Service Revenue $0

Investment Income $1,520

Other Revenue $80

TOTAL REVENUE $135,676

Expense Breakdown

Grants Paid $15,575

Salaries & Benefits $17,171

Fundraising Expenses $2,289

Program Expenses $73,090

Other Expenses $46,208

TOTAL EXPENSES $78,954

Year-over-Year Comparison

	2019	2018	Change
Revenue	$135,676	$104,309	+0.3%
Expenses	$78,954	$64,568	+0.2%
Net Income	$56,722	$39,741	+0.4%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
CODY BUNDERSON	BOARD MEMBER	N/A	Director	$0	$0	$0
AUBRIE CARPENTER	BOARD MEMBER	N/A	Director	$0	$0	$0
GREG COOK	TREASURER	N/A	Officer Director	$0	$0	$0
KYLE HEFFERMAN	BOARD MEMBER	N/A	Director	$0	$0	$0
ENROLL HOLT	BOARD MEMBER	N/A	Director	$0	$0	$0
TONY MARTINES	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
ETHAN MIGLIORI	BOARD MEMBER	N/A	Director	$0	$0	$0
TERAN POWELL	BOARD MEMBER	N/A	Director	$0	$0	$0
THOMAS SITTERUD	BOARD MEMBER	N/A	Director	$0	$0	$0
NICK TATTON	PRESIDENT	N/A	Officer Director	$0	$0	$0
JAIMEE TOLICH	SECRETARY	N/A	Officer Director	$0	$0	$0
TERRY WILLIS	BOARD MEMBER	N/A	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
2020	$135,676	$78,954	$237,166	$56,722
2019	$104,309	$64,568	$180,579	$39,741

UNITED WAY OF EASTERN UTAH