WASATCH WESTERN HERITAGE INC (EIN 870656828) - 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

1994

Legal Domicile

Principal Officer

Tom Fowler

Phone

5136335241

Tax Period

2022-01-01 to 2022-12-31

WASATCH WESTERN HERITAGE INC, founded in 1994, is a small nonprofit in the Arts, Culture & Humanities sector that reported $348K in total revenue in fiscal year 2022.

Mission

Provide Entertainment & Education Activities for the Community

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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 (2022)

Revenue Breakdown

Contributions & Grants $100,941

Program Service Revenue $0

Investment Income $0

Other Revenue $247,488

TOTAL REVENUE $348,429

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $362,653

Other Expenses $362,653

TOTAL EXPENSES $362,653

Year-over-Year Comparison

	2022	2021	Change
Revenue	$348,429	$340,544	+0.0%
Expenses	$362,653	$306,323	+0.2%
Net Income	$-14,224	$34,221	-1.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Rachel Kahler	Board member Heber City Council	1.00		$0	$0	$0
Stacey MacKay	Board member	5.00		$0	$0	$0
Tom Hanson	Board member Wasatch School District	1.00		$0	$0	$0
Ted Caulwell	Director	5.00	Director	$0	$0	$0
Tom Fowler	Financial Lead	5.00		$0	$0	$0
Brent Kelly	Board Member	5.00		$0	$0	$0
Doug Pope	Board Member	5.00		$0	$0	$0
Jessica Broadhead	Marketing	5.00		$0	$0	$0
Mary Kelly	Board Member	5.00		$0	$0	$0
Lisa Orme	Board Member Midway City Council	1.00		$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
2022	$348,429	$362,653	$97,877	$-14,224
2021	$340,544	$306,323	$112,101	$34,221
2019	$362,846	$347,611	$85,170	$15,235
2018	$310,533	$279,510	$69,935	$31,023

WASATCH WESTERN HERITAGE INC