WASATCH PEAKS FOUNDATION (EIN 881110789) - 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

2022

Legal Domicile

Principal Officer

Tod Schroeder

Phone

8014766366

Tax Period

2023-01-01 to 2023-12-31

WASATCH PEAKS FOUNDATION, founded in 2022, is a small nonprofit in the Public & Societal Benefit sector that reported $261K in total revenue in fiscal year 2023. Revenue surged 60% from the prior year, signaling strong growth momentum. Expenses of $225K left a modest 14% surplus.

Mission

To assist organizations that benefit the communities in which Wasatch Peaks operates. The Foundation works to connect volunteers and resources to community organizations. The Foundation's focus is in four areas: children and youth, education and financial literacy, environment, economic and recreation.

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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 $261,420

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $261,420

Expense Breakdown

Grants Paid $224,715

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $224,715

Other Expenses $0

TOTAL EXPENSES $224,715

Year-over-Year Comparison

	2023	2022	Change
Revenue	$261,420	$163,588	+0.6%
Expenses	$224,715	$127,323	+0.8%
Net Income	$36,705	$36,265	+0.0%

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

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
Tod Schroeder	Executive Director	5	Officer	$0	$0	$0
Ashley Loftus	Treasurer	5	Officer	$0	$0	$0
Jenny Welch	Secretary	1	Officer	$0	$0	$0
Spence Mcarthur	Board member	1	Officer	$0	$0	$0
Jeff Shaw	Board Member	1	Officer	$0	$0	$0
Nanette Combe	Board Member	1	Officer	$0	$0	$0
Cindi Hellewell	Board Member	1	Officer	$0	$0	$0
Randy Rounds	Board Member	1	Officer	$0	$0	$0
Todd Skeen	board member	1	Officer	$0	$0	$0
Curtis Smout	board member	1	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$261,420	$224,715	$72,970	$36,705

WASATCH PEAKS FOUNDATION