UTAH ORACLE USERS GROUP (EIN 870536313) - 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

1995

Legal Domicile

Principal Officer

DANIEL ROTH

Phone

8014100822

Tax Period

2021-01-01 to 2021-12-31

UTAH ORACLE USERS GROUP, founded in 1995, is a micro nonprofit in the Employment sector that reported $6K in total revenue in fiscal year 2021. Revenue fell 85% from the prior year — a significant decline worth monitoring. Expenses of $10K exceeded revenue, resulting in a 73% operating deficit.

Mission

The Organization is a volunteer association of persons who use the Oracle database system for developing system applications, and it holds monthly meetings, training seminars and activities to develop peoples skills.

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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 (2021)

Revenue Breakdown

Contributions & Grants $2,700

Program Service Revenue $1,458

Investment Income $1,603

Other Revenue $0

TOTAL REVENUE $5,761

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,220

Other Expenses $9,940

TOTAL EXPENSES $9,940

Year-over-Year Comparison

	2021	2020	Change
Revenue	$5,761	$38,284	-0.8%
Expenses	$9,940	$23,037	-0.6%
Net Income	$-4,179	$15,247	-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

N/A

Employees

N/A

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
Michelle Hardwick	President	003.00	Officer Director	$0	$0	$0
William Coulam	Vice President	003.00	Officer Director	$0	$0	$0
Glen Sjoberg	Secretary	002.00	Officer Director	$0	$0	$0
Daniel Roth	Treasurer	002.00	Officer Director	$0	$0	$0
Brandon Mason	Board Member	001.00	Director	$0	$0	$0
Susan Schafer	Board Member	001.00	Director	$0	$0	$0
Darren Balls	Board Member	001.00	Director	$0	$0	$0
Brandon Michael Webb	Board Member	001.00	Director	$0	$0	$0
Alan Quigley	Board Member	001.00	Director	$0	$0	$0
Chris Hepworth	Board Member	001.00	Director	$0	$0	$0
Peter Koletzke	Board Member	001.00	Director	$0	$0	$0
Danen Bateman	Oracle Liaison	001.00	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
2021	$5,761	$9,940	$139,873	$-4,179
2020	$38,284	$23,037	$144,052	$15,247
2019	$44,978	$37,746	$128,805	$7,232

UTAH ORACLE USERS GROUP