UTAH BAR FOUNDATION

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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

1963

Legal Domicile

Principal Officer

KIM PAULDING

Phone

8012977046

Tax Period

2024-07-01 to 2025-06-30

UTAH BAR FOUNDATION, founded in 1963, is a community nonprofit in the Crime & Legal sector that reported $7.5M in total revenue in fiscal year 2024. The organization ran a surplus of $3.5M, a strong 47% operating margin.

Mission

1) PROMOTE LEGAL EDUCATION AND INCREASE THE KNOWLEDGE AND AWARENESS OF THE LAW IN THE COMMUNITY. 2) ASSIST IN PROVIDING LEGAL SERVICES TO THE DISADVANTAGED. 3) IMPROVE THE ADMINISTRATION OF JUSTICE. 4) SERVE OTHER WORTHWHILE LAW-RELATED PUBLIC PURPOSES.

Program Service Accomplishments

Program 1

Expenses: $3,892,923

THE UTAH BAR FOUNDATION PROVIDED FUNDING FOR CIVIL LEGAL AID FOR LOWER INCOME UTAHNS, FUNDING FOR LAW-RELATED EDUCATION AND FUNDING FOR IMPROVEMENTS TO THE ADMINISTRATION OF JUSTICE. WE DID THIS...

THE UTAH BAR FOUNDATION PROVIDED FUNDING FOR CIVIL LEGAL AID FOR LOWER INCOME UTAHNS, FUNDING FOR LAW-RELATED EDUCATION AND FUNDING FOR IMPROVEMENTS TO THE ADMINISTRATION OF JUSTICE. WE DID THIS THROUGH MAKING GRANTS FROM COLLECTED IOLTA INCOME, GROWTH ON CASH RESERVES AND OTHER FUNDING DONATIONS RECEIVED BY THE FOUNDATION. THE FOUNDATION PAID OUT 30 GRANTS TOTALING 3,717,409 TO OTHER ORGANIZATION IN FURTHERANCE OF ITS MISSION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $7,439,846

Program Service Revenue $0

Investment Income $15,936

Other Revenue $0

TOTAL REVENUE $7,455,782

Expense Breakdown

Grants Paid $3,717,409

Salaries & Benefits $168,630

Fundraising Expenses $0

Program Expenses $3,892,923

Other Expenses $95,658

TOTAL EXPENSES $3,981,697

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,455,782	$6,973,509	+0.1%
Expenses	$3,981,697	$1,537,682	+1.6%
Net Income	$3,474,085	$5,435,827	-0.4%

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

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

$99,359

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KIM PAULDING	EXECUTIVE DI	40.00	Officer	$0	$10,740	$99,359
MARJI HANSON	BOARD MEMBER	1.00	Director	$0	$0	$0
WALTER ROMNEY JR	BOARD MEMBER	2.00	Director	$0	$0	$0
ELAINA MARAGAKIS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
NICOLE SALAZAR-HALL	BOARD MEMBER	1.00	Director	$0	$0	$0
V LOWRY SNOW	SECRETARY/TR	1.00	Officer Director	$0	$0	$0
MICHAEL F THOMSON	BOARD MEMBER	1.00	Director	$0	$0	$0
TIMOTHY WHEELWRIGHT	PRESIDENT	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	$7,455,782	$3,981,697	$15,194,696	$3,474,085
2024	$6,973,509	$1,537,682	$11,067,254	$5,435,827
2023	$4,551,506	$2,595,130	$6,473,874	$1,956,376
2022	$936,363	$1,247,075	$3,002,322	$-310,712
2022	$939,443	$1,250,155	$3,002,322	$-310,712
2021	$1,522,551	$1,917,532	$3,805,842	$-394,981
2020	$1,610,287	$2,058,580	$4,020,305	$-448,293
2019	$1,201,977	$848,912	$3,655,746	$353,065
2018	$737,641	$659,257	$3,220,553	$78,384