MOUNTAINWEST CAPITAL NETWORK (EIN 870541417) - 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

1983

Legal Domicile

Principal Officer

REED CHASE

Phone

8019661430

Tax Period

2023-01-01 to 2023-12-31

MOUNTAINWEST CAPITAL NETWORK, founded in 1983, is a small nonprofit that reported $577K in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. The organization ran a surplus of $94K, a strong 16% operating margin.

Mission

DEVELOP AND IMPROVE BUSINESS CONDITIONS OF HIGH-GROWTH ORIENTED BUSINESSES IN UTAH

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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 $549,194

Investment Income $28,029

Other Revenue $0

TOTAL REVENUE $577,223

Expense Breakdown

Grants Paid $0

Salaries & Benefits $126,104

Fundraising Expenses $0

Program Expenses $275,556

Other Expenses $357,263

TOTAL EXPENSES $483,367

Year-over-Year Comparison

	2023	2022	Change
Revenue	$577,223	$479,955	+0.2%
Expenses	$483,367	$432,798	+0.1%
Net Income	$93,856	$47,157	+1.0%

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

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

$117,032

Total Directors

$117,032

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
REED CHASE	TREASURER	3.00	Officer Director	$0	$0	$0
CHERI M WALDRON	EXECUTIVE DIRECTOR & SECRE	40.00	Officer Director	$113,890	$3,142	$117,032
TODD A REECE	EXECUTIVE COMMITTEE MEMBER, PROGRAMS	3.00	Officer Director	$0	$0	$0
DREW YERGENSEN	VICE-CHAIRMAN, EXECUTIVE C	3.00	Officer Director	$0	$0	$0
PAUL SKEEN	CHAIRMAN, EXECUTIVE COMMIT	2.00	Officer Director	$0	$0	$0
RYAN DENT	PRESIDENT, EXECUTIVE COMMITTEE, GOLF, UTAH 100 CHA	2.00	Officer Director	$0	$0	$0
DAVID E ROGNON	TRUSTEE	2.00	Director	$0	$0	$0
GARIT LAWSON	TRUSTEE	2.00	Director	$0	$0	$0
TYLER HARVEY	TRUSTEE	2.00	Director	$0	$0	$0
KEVIN JESSOP	EXECUTIVE COMMITTEE MEMBER, EOY DEAL FLOW, WEBSITE	2.00	Director	$0	$0	$0
TED MCALEER	TRUSTEE	2.00	Director	$0	$0	$0
RILEY CUTLER	TRUSTEE	2.00	Director	$0	$0	$0
JASON ROBERTS	VICE PRESIDENT, UTAH 100 C	2.00	Officer Director	$0	$0	$0
FRANCI EISENBERG	EXECUTIVE COMMITTEE MEMBER	2.00	Director	$0	$0	$0
DAVID ANGERBAUER	TRUSTEE	2.00	Director	$0	$0	$0
CHRIS BADGER	TRUSTEE, UTAH 100 VICE CHAIR	2.00	Director	$0	$0	$0
CHAD FRAUGHTON	TRUSTEE	2.00	Director	$0	$0	$0
DAVID STAHL	TRUSTEE, EOY CHAIR	2.00	Director	$0	$0	$0
JOHN D SHANE	TRUSTEE	2.00	Director	$0	$0	$0
JACOB MOON	TRUSTEE	2.00	Director	$0	$0	$0
JAKE KASTAN	VICE PRESIDENT, EOY COMMITTEE CHIAR	2.00	Officer Director	$0	$0	$0
JASON KNIGHT	TRUSTEE	2.00	Director	$0	$0	$0
JASON READING	TRUSTEE	2.00	Director	$0	$0	$0
JENNIFER CHRISTOPULOS	TRUSTEE, VICE PRESIDENT, EOY COMMITTEE CHAIR	2.00	Director	$0	$0	$0
TERRY PRATCHETT	TRUSTEE	2.00	Director	$0	$0	$0
KADY REECE	VICE PRESIDENT, DEAL FLOW	2.00	Officer Director	$0	$0	$0
TODD GORDON	VICE PRESIDENT, GOLF COMMI	2.00	Officer Director	$0	$0	$0
MATT CASTLEBERRY	EXECUTIVE COMMITTEE MEMBER, UTAH 100	2.00	Officer Director	$0	$0	$0
ROB ABERCROMBIE	TRUSTEE, UTAH 100	2.00	Officer Director	$0	$0	$0
RAYMOND CHIPMAN	TRUSTEE	2.00	Director	$0	$0	$0
JONATHAN FULTON	TRUSTEE	2.00	Director	$0	$0	$0
LANCE SOFFE	TRUSTEE	2.00	Director	$0	$0	$0
STEVE WILSON	TRUSTEE, PROGRAMS CHAIR	2.00	Officer Director	$0	$0	$0
STEVE LAKE	TRUSTEE	2.00	Director	$0	$0	$0
MARC PORTER	TRUSTEE	2.00	Director	$0	$0	$0
BRYSON LORD	TRUSTEE	2.00	Director	$0	$0	$0
MATT BARTHOLOMEW	TRUSTEE, DEAL FLOW VICE CHAIR	2.00	Officer Director	$0	$0	$0
NICHOLAS HINTZE	TRUSTEE	2.00	Director	$0	$0	$0
JEFF JOHNSON	TRUSTEE	2.00	Director	$0	$0	$0
JESSE SILVA	TRUSTEE	2.00	Director	$0	$0	$0
JUSTIN BLAIR	TRUSTEE	2.00	Director	$0	$0	$0
PAUL THOMSEN	TRUSTEE	2.00	Director	$0	$0	$0
PETER STEVENSON	REPRESENATAIVE, MARKETING CHAIR	2.00	Director	$0	$0	$0
TRAVIS YATES	TRUSTEE	2.00	Director	$0	$0	$0
TYLER GATHERUM	TRUSTEE	2.00	Director	$0	$0	$0
DIANE GEORGE	REPRESENATAIVE, EOY VICE CHAIR	2.00	Officer Director	$0	$0	$0
RUSS PAGE	REPRESENATAIVE, WEB MASTER	0.00	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
2024	No data	No data	No data	No data
2023	$577,223	$483,367	$1,103,248	$93,856
2022	$479,955	$432,798	$1,006,161	$47,157
2021	$402,687	$376,619	$864,716	$26,068
2020	$306,629	$296,017	$778,410	$10,612
2019	$500,834	$426,281	$763,882	$74,553
2018	$396,716	$333,600	$671,345	$63,116

MOUNTAINWEST CAPITAL NETWORK