UTAH ASSOCIATION OF ELEMENTARY SCHOOL PRINCIPALS (EIN 876162449) - 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

1950

Legal Domicile

Phone

8013196544

Tax Period

2024-07-01 to 2025-06-30

UTAH ASSOCIATION OF ELEMENTARY SCHOOL PRINCIPALS, founded in 1950, is a small nonprofit in the Education sector that reported $530K in total revenue in fiscal year 2024. Expenses of $502K left a modest 5% surplus.

Mission

TO PROVIDE EDUCATIONAL CONFERENCES AND WORKSHOPS, PROFESSIONAL MAGAZINE AND NEWSLETTER, RECOGNITIONS AND AWARDS, LEGAL ASSISTANCE ETC. TO BENEFIT OVER 450 ELEMENTARY SCHOOL PRINCIPALS STATEWIDE.

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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 $244,115

Program Service Revenue $269,695

Investment Income $16,677

Other Revenue $0

TOTAL REVENUE $530,487

Expense Breakdown

Grants Paid $0

Salaries & Benefits $90,463

Fundraising Expenses $0

Program Expenses $448,666

Other Expenses $411,316

TOTAL EXPENSES $501,779

Year-over-Year Comparison

	2024	2023	Change
Revenue	$530,487	N/A	N/A
Expenses	$501,779	N/A	N/A
Net Income	$28,708	N/A	N/A

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

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

$54,593

Total Directors

$54,593

Key Employees

$24,054

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DWIGHT LIDDIARD	EXECUTIVE DIRECTOR	40.00	Officer Director	$54,593	$0	$54,593
MICHELLE BERG	OFFICE MANAGER	20.00	Key Emp	$24,054	$0	$24,054
MELISSA ALLMON	DIRECTOR	1.00	Director	$0	$0	$0
CAROLEE FERRIS	DIRECTOR	1.00	Director	$0	$0	$0
KRISTI CAPENER	DIRECTOR	1.00	Director	$0	$0	$0
STACIE WILLIAMSON	DIRECTOR	1.00	Director	$0	$0	$0
ELCENA SALINE	DIRECTOR	1.00	Director	$0	$0	$0
RYAN VAN NATTER	DIRECTOR	1.00	Director	$0	$0	$0
LORI OMAN	DIRECTOR	1.00	Director	$0	$0	$0
MELINDA DURRANT	DIRECTOR	1.00	Director	$0	$0	$0
LISA BREINHOLT	DIRECTOR	1.00	Director	$0	$0	$0
BEN PETERS	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN COX	DIRECTOR	1.00	Director	$0	$0	$0
JILL BEER	DIRECTOR	1.00	Director	$0	$0	$0
HANNAH DOLATA	DIRECTOR	1.00	Director	$0	$0	$0
JEN JOLLEY	DIRECTOR	1.00	Director	$0	$0	$0
MARIDEE HARRISON	DIRECTOR	1.00	Director	$0	$0	$0
MARK BURGE	DIRECTOR	1.00	Director	$0	$0	$0
TIM MILLER	DIRECTOR	1.00	Director	$0	$0	$0
JENNA OLSON	DIRECTOR	1.00	Director	$0	$0	$0
ARLEEN JENSEN	DIRECTOR	1.00	Director	$0	$0	$0
TERRI CHYNOWETH	DIRECTOR	1.00	Director	$0	$0	$0
DAVID MCNAUGHTAN	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIE WHEELER	DIRECTOR	1.00	Director	$0	$0	$0
KATIE AMSDEN	DIRECTOR	1.00	Director	$0	$0	$0
STACEY PETERSON	DIRECTOR	1.00	Director	$0	$0	$0
ADAM GULL	PRESIDENT	1.00	Officer	$0	$0	$0
ALLYNNE MOWER	PRESIDENT ELECT	1.00	Officer	$0	$0	$0
SUZIE WILLIAMS	VICE PRESIDENT	1.00	Officer	$0	$0	$0
TRUDY WILSON	STATE REPRESENTATIVE	1.00	Officer	$0	$0	$0
AMY DARRINGTON	SECRETARY	1.00	Officer	$0	$0	$0
DAVID PENDERGAST	COMMUNICATIONS LEAD	1.00	Officer	$0	$0	$0
QUINN KELLIS	USBE LIASON	1.00	Officer	$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	$530,487	$501,779	$757,845	$28,708
2024	$506,945	$464,590	$729,137	$42,355
2023	$463,928	$445,877	$686,782	$18,051
2022	$565,409	$535,673	$668,731	$29,736
2021	$336,356	$316,954	$641,850	$19,402
2020	$378,406	$340,515	$621,729	$37,891
2019	$450,163	$392,730	$583,394	$57,433

UTAH ASSOCIATION OF ELEMENTARY SCHOOL PRINCIPALS