UTAH CHAPTER OF YOUNG PRESIDENTS' ORGANIZATION INC (EIN 870465173) - 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

2005

Legal Domicile

Principal Officer

CRAIG WESTON

Phone

8016248264

Tax Period

2023-07-01 to 2024-06-30

UTAH CHAPTER OF YOUNG PRESIDENTS' ORGANIZATION INC, founded in 2005, is a small nonprofit that reported $600K in total revenue in fiscal year 2023. Revenue surged 29% from the prior year, signaling strong growth momentum. The organization ran a surplus of $150K, a strong 25% operating margin.

Mission

TO DEVELOP BETTER LEADERS THROUGH EDUCATION AND IDEA EXCHANGE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $567,805

Investment Income $31,823

Other Revenue $0

TOTAL REVENUE $599,628

Expense Breakdown

Grants Paid $0

Salaries & Benefits $50,000

Fundraising Expenses $0

Other Expenses $399,598

TOTAL EXPENSES $449,598

Year-over-Year Comparison

	2023	2022	Change
Revenue	$599,628	$464,617	+0.3%
Expenses	$449,598	$394,987	+0.1%
Net Income	$150,030	$69,630	+1.2%

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

N/A

Volunteers

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

$50,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TRENT KAUFMAN	CHAPTER CHAI	10.00	Officer Director	$0	$0	$0
ANDREW HOWLETT	LEARNING OFF	10.00	Officer Director	$0	$0	$0
CRAIG WESTON	MEMBERSHIP O	10.00	Officer Director	$0	$0	$0
JOSH WEINER	LEARNING VIC	5.00	Officer Director	$0	$0	$0
JEREMY WILLIAMS	FINANCE OFFI	1.00	Officer Director	$0	$0	$0
HEIDI BODILY	CHAPTER MANA	25.00	Officer	$50,000	$0	$50,000
JOHN FARNSWORTH	ADVENTURE SE	1.00	Officer Director	$0	$0	$0
DAN MARQUARDT	MEMBERSHIP V	10.00	Officer Director	$0	$0	$0
IAN COLEMAN	MEMBER ENGAG	1.00	Officer Director	$0	$0	$0
MELANIE ROBINSON	DIVERSITY &	5.00	Officer Director	$0	$0	$0
MIKE BAIRD	FORUM OFFICE	5.00	Officer Director	$0	$0	$0
BRODY LIDDIARD	FORUM VICE O	1.00	Officer Director	$0	$0	$0
KATIE BAIRD	PARTNER FORU	5.00	Officer Director	$0	$0	$0
DREW YERGENSEN	FINANCE VICE	1.00	Officer Director	$0	$0	$0
TED ROXBURY	SPONSORSHIP	1.00	Officer Director	$0	$0	$0
JASON ELLIS	PAST CHAPTER	1.00	Officer Director	$0	$0	$0
BEN OLSON	BOARD OBSERV	1.00	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	No data	No data	No data	No data
2024	$599,628	$449,598	$854,257	$150,030
2023	$464,617	$394,987	$704,227	$69,630
2022	$486,658	$336,369	$634,597	$150,289
2021	$347,761	$267,622	$484,308	$80,139
2020	$302,796	$279,116	$418,169	$23,680
2019	$473,991	$298,629	$397,233	$175,362
2018	$228,304	$433,770	$221,871	$-205,466

UTAH CHAPTER OF YOUNG PRESIDENTS' ORGANIZATION INC