Utah Donor Collaborative (EIN 882424825) - 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

Katie Wright

Phone

4356598929

Tax Period

2023-01-01 to 2023-12-31

Utah Donor Collaborative, founded in 2022, is a small nonprofit that reported $278K in total revenue in fiscal year 2023. The organization ran a surplus of $60K, a strong 22% operating margin.

Mission

Democracy Means Equality, Freedom & Justice: It means having a representative government. UDC is here to transform Utah politics and ensure that every voice counts.

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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 $277,976

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $277,976

Expense Breakdown

Grants Paid $7,500

Salaries & Benefits $0

Fundraising Expenses $57,241

Program Expenses $130,734

Other Expenses $196,285

TOTAL EXPENSES $218,012

Year-over-Year Comparison

	2023	2022	Change
Revenue	$277,976	N/A	N/A
Expenses	$218,012	N/A	N/A
Net Income	$59,964	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

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
Joshua Kanter	President	1.00	Director	$0	$0	$0
Art Lipson	Trustee	0.50	Director	$0	$0	$0
Rochelle Kaplan	Secretary	0.50	Director	$0	$0	$0
David Jones	Treasurer	0.50	Director	$0	$0	$0
Benjamin McAdams	Trustee	0.50	Director	$0	$0	$0
Siamak Khadjenoury	Trustee	0.50	Director	$0	$0	$0
Andrea Himoff	Trustee	0.50	Director	$0	$0	$0
Kitty Friedman	Trustee	0.50	Director	$0	$0	$0
Kathy Warren	Trustee	0.50	Director	$0	$0	$0
Katie Wright	Executive Dir.	27.00	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
2024	No data	No data	No data	No data
2023	$277,976	$218,012	$206,761	$59,964

Utah Donor Collaborative