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

EIN: 932337573 501(c)(3) Philanthropy & Grantmaking

SALT LAKE CITY, UT

Total Revenue
$25,023,701
Total Expenses
$963
Total Assets
$23,906,918
Net Assets
$23,906,918
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2023
Legal Domicile
UT
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

THE MISSION OF THE EMMA ECCLES JONES ENDOWMENT FOR EXCELLENCE AT THE DAVID ECCLES SCHOOL OF BUSINESS IS TO PROVIDE FINANCIAL SUPPORT TO THE SCHOOL AS IT STRIVES TO ADVANCE INNOVATION THROUGH TRANSFORMATIVE RESEARCH AND TO PREPARE STUDENTS WITH THE KNOWLEDGE, INTEGRITY, AND ENTREPRENEURIAL MINDSET NEEDED TO CREATE MEANINGFUL IMPACT IN BUSINESS AND SOCIETY.

Program Service Accomplishments

Program 1
Expenses: $0

THE ORGANIZATION IS IN ITS INITIAL YEAR OF OPERATIONS AND FORMED AN ENDOWMENT FUND TO PROVIDE FINANCIAL SUPPORT TO THE UNIVERSITY OF UTAH AND THE DAVID ECCLES SCHOOL OF BUSINESS. WITH ADVANCE...

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THE ORGANIZATION IS IN ITS INITIAL YEAR OF OPERATIONS AND FORMED AN ENDOWMENT FUND TO PROVIDE FINANCIAL SUPPORT TO THE UNIVERSITY OF UTAH AND THE DAVID ECCLES SCHOOL OF BUSINESS. WITH ADVANCE INNOVATION THROUGH TRANSFORMATIVE RESEARCH, STUDENTS WILL BE PREPARED WITH THE KNOWLEDGE, INTEGRITY, AND ENTREPRENEURIAL MINDSET NEEDED TO CREATE MEANINGFUL IMPACT IN BUSINESS AND SOCIETY.

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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%)

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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

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Governance

Voting Members
8
Independent Members
4
Employees
N/A
Volunteers
8

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
2
$1,287,709
Total Directors
8
$2,974,867
Key Employees
0
$0
Highest Compensated
0
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
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