San Juan Foundation (EIN 942842652) - 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

1982

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

San Juan Foundation, founded in 1982, is a small nonprofit that reported $728K in total revenue in fiscal year 2023. Revenue decreased 8% compared to the prior year.

Mission

Provide education improvement and opportunities for underserved people in San Juan County, Utah

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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 $708,408

Program Service Revenue $0

Investment Income $15,834

Other Revenue $4,140

TOTAL REVENUE $728,382

Expense Breakdown

Grants Paid $29,169

Salaries & Benefits $491,143

Fundraising Expenses $0

Program Expenses $703,433

Other Expenses $186,279

TOTAL EXPENSES $706,591

Year-over-Year Comparison

	2023	2022	Change
Revenue	$728,382	$794,727	-0.1%
Expenses	$706,591	$713,338	0.0%
Net Income	$21,791	$81,389	-0.7%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa Carr	Executive Director	20.00	Highest	$29,581	$0	$29,581
Elsie Dee	Director	0.23	Director	$0	$0	$0
Griselda Rogers	Director	0.23	Director	$0	$0	$0
Howard Dee	Director	0.23	Director	$0	$0	$0
Kristian Olsen	Director	0.23	Director	$0	$0	$0
Boyd Silversmith	Director	0.23	Director	$0	$0	$0
Greg Jackson	Director	0.23	Director	$0	$0	$0
Aldean Ketchum	SecretaryTreasurer	0.23	Officer Director	$0	$0	$0
Clayton Long	Chairman	0.23	Officer Director	$0	$0	$0
Shirlee Silversmith	Vice Chairman	0.23	Officer 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
2024	No data	No data	No data	No data
2023	$728,382	$706,591	$535,332	$21,791
2022	$794,727	$713,338	$390,448	$81,389
2021	$542,305	$436,979	$299,037	$105,326
2020	$472,547	$470,919	$264,567	$1,628
2019	$547,901	$587,204	$199,821	$-39,303
2018	$610,435	$649,979	$288,410	$-39,544

San Juan Foundation