OBERT C TANNER LECTURE TRUST FBO (EIN 949623002) - 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

1976

Legal Domicile

Principal Officer

CATHY ANDERSON

Phone

8015816699

Tax Period

2023-01-01 to 2023-12-31

OBERT C TANNER LECTURE TRUST FBO, founded in 1976, is a small nonprofit that reported $407K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Net assets of $6.3M represent 186 months of operating reserves.

Mission

FUND SCHOLARLY LECTURES AT THE UNIVERSITY OF 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 $0

Program Service Revenue $0

Investment Income $407,241

Other Revenue $0

TOTAL REVENUE $407,241

Expense Breakdown

Grants Paid $407,241

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $407,241

Other Expenses $0

TOTAL EXPENSES $407,241

Year-over-Year Comparison

	2023	2022	Change
Revenue	$407,241	$523,596	-0.2%
Expenses	$407,241	$523,596	-0.2%
Net Income	$0	$0	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

N/A

Employees

N/A

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

$1,867,030

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN TANNER IRISH	TRUSTEE	1.00	Director	$0	$0	$9,554
TAYLOR RANDALL	TRUSTEE	1.00	Director	$0	$339,736	$1,287,599
CATHY ANDERSON	TRUSTEE	1.00	Director	$0	$111,522	$569,877

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	$407,241	$407,241	$6,326,779	No data
2022	$523,596	$523,596	$6,879,463	No data
2021	$392,697	$392,697	$6,152,247	No data
2020	$327,247	$327,247	$5,366,854	No data

OBERT C TANNER LECTURE TRUST FBO