EMMA ECCLES JONES ENDOWMENT FOR EXCELLENCE AT THE DAVID ECCLES SCHOOL OF (EIN 932337573) - 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

2023

Legal Domicile

Principal Officer

TAYLOR RANDALL

Phone

8015855336

Tax Period

2023-01-01 to 2023-12-31

EMMA ECCLES JONES ENDOWMENT FOR EXCELLENCE AT THE DAVID ECCLES SCHOOL OF, founded in 2023, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $25.0M in total revenue in fiscal year 2023. The organization ran a surplus of $25.0M, a strong 100% operating margin.

Mission

TO SUPPORT THE UNIVERSITY OF UTAH AND THE DAVID ECCLES SCHOOL OF BUSINESS.

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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 $21,386,152

Program Service Revenue $0

Investment Income $3,637,549

Other Revenue $0

TOTAL REVENUE $25,023,701

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $963

TOTAL EXPENSES $963

Year-over-Year Comparison

	2023	2022	Change
Revenue	$25,023,701	N/A	N/A
Expenses	$963	N/A	N/A
Net Income	$25,022,738	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

$1,287,709

Total Directors

$2,974,867

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TAYLOR RANDALL	CHAIR	0.50	Officer Director	$0	$339,846	$1,287,709
BRUCE OLSON	SECRETARY	0.50	Officer Director	$0	$0	$0
JONATHAN BROGAARD	DIRECTOR	0.50	Director	$0	$84,447	$558,181
SPENCER ECCLES	DIRECTOR	0.50	Director	$0	$0	$0
RACHEL HAYES	DIRECTOR	0.50	Director	$0	$94,515	$748,882
SCOTT PARKER	DIRECTOR	0.50	Director	$0	$0	$0
MARLENE PLUMLEE	DIRECTOR	0.50	Director	$0	$71,781	$380,095
ANNE TAYLOR	DIRECTOR	0.50	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
2023	$25,023,701	$963	$23,906,918	$25,022,738

EMMA ECCLES JONES ENDOWMENT FOR EXCELLENCE AT THE DAVID ECCLES SCHOOL OF