UTAH HEMOPHILIA FOUNDATION (EIN 876127162) - 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

1959

Legal Domicile

Principal Officer

JAN WESTERN

Phone

8014840325

Tax Period

2024-01-01 to 2024-12-31

UTAH HEMOPHILIA FOUNDATION, founded in 1959, is a small nonprofit in the Diseases & Disorders sector that reported $410K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. Expenses of $381K left a modest 7% surplus.

Mission

PROVIDING EDUCATION AND SUPPORT SERVICES FOR INDIVIDUALS AND FAMILIES WITH BLEEDING DISORDERS AND EMPOWERING THEM TO LIVE HEALTHIER AND MORE SELF- SUFFICIENT LIVES.

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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 $371,579

Program Service Revenue $0

Investment Income $38,557

Other Revenue $0

TOTAL REVENUE $410,136

Expense Breakdown

Grants Paid $0

Salaries & Benefits $114,504

Fundraising Expenses $17,145

Program Expenses $343,801

Other Expenses $266,645

TOTAL EXPENSES $381,149

Year-over-Year Comparison

	2024	2023	Change
Revenue	$410,136	$493,442	-0.2%
Expenses	$381,149	$319,470	+0.2%
Net Income	$28,987	$173,972	-0.8%

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

$75,000

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAN WESTERN	EXECUTIVE DI	40.00	Officer	$75,000	$0	$75,000
TABITHA ALLRED	TRUSTEE	1.00	Director	$0	$0	$0
PATTY EASTIN	INDUSTRY ADV	1.00	Director	$0	$0	$0
SHANNON HOWELL	TRUSTEE	1.00	Director	$0	$0	$0
ANGELA KOURI	TRUSTEE	1.00	Director	$0	$0	$0
GEORGE RODGERS MD	TRUSTEE	1.00	Director	$0	$0	$0
TYLER MERTLICH	SECRETARY	1.00	Officer Director	$0	$0	$0
KRISDEE NELSON	TRUSTEE	1.00	Director	$0	$0	$0
KIM NMEZI	TREASURER	3.00	Officer Director	$0	$0	$0
ZAC REDFORD	TRUSTEE	1.00	Director	$0	$0	$0
CRAIG THURGOOD	TRUSTEE	3.00	Director	$0	$0	$0
DAVID WALSH	TRUSTEE	1.00	Director	$0	$0	$0
BONNIE WEBB	TRUSTEE	3.00	Director	$0	$0	$0
RON WEBB	TRUSTEE	1.00	Director	$0	$0	$0
KARI WOOLF	PRESIDENT	5.00	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	$410,136	$381,149	$1,143,420	$28,987
2023	$493,442	$319,470	$1,114,433	$173,972
2022	$350,196	$280,237	$940,461	$69,959
2021	$367,861	$258,436	$870,590	$109,425
2020	$256,078	$304,884	$789,277	$-48,806
2019	$375,388	$277,332	$809,883	$98,056
2018	$402,392	$324,842	$711,814	$77,550

UTAH HEMOPHILIA FOUNDATION