Utah Winter Finance Conference
EIN: 870545199 · Salt Lake Cty, UT · NTEE: B60
| Metric | Value |
|---|---|
| Total Revenue | $74K |
| Total Expenses | $66K |
| Net Assets | $36K |
Is Utah Winter Finance Conference Legit?
Insufficient Data
Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →
About Utah Winter Finance Conference
Utah Winter Finance Conference (EIN: 870545199) is a nonprofit organization based in Salt Lake Cty, UT, classified under NTEE code B60. The organization reported total revenue of $74K and total assets of $31K according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Utah Winter Finance Conference's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.
Organization Overview
Utah Winter Finance Conference is a micro nonprofit that has been operating for 30 years, with 4 years of IRS 990 filings on record (2011–2024). Revenue has grown at a compound annual rate of 4.5%.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
| Total Revenue | $72K |
| Total Expenses | $66K |
| Surplus / Deficit | +$6K |
| Total Assets | $36K |
| Net Assets | $36K |
| Operating Margin | 8.7% |
| Months of Reserves | 6.7 months |
Financial Health Grade: A
In 2024, Utah Winter Finance Conference reported a surplus of $6K with revenue exceeding expenses, holds 6.7 months of operating reserves (strong position).
Financial Trends
Over 4 years of filings (2011–2024), Utah Winter Finance Conference's revenue has grown at a compound annual growth rate (CAGR) of 4.5%.
| Year | Revenue Change | Expense Change | Asset Change |
|---|---|---|---|
| 2024 | +1.1% | +33.3% | +66.9% |
| 2015 | +76.9% | +8.3% | +46.2% |
| 2012 | -0.8% | +25.0% | -26.1% |
IRS Tax-Exempt Classification
| IRS Classification Codes | 2000 |
| IRS Ruling Date | 1996 |
Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.
AI Analysis Pending
AI enrichment for Utah Winter Finance Conference has not yet been completed. Basic IRS 990 data is shown below. Check back later for a full transparency report including a Mission Score, spending breakdown, executive compensation analysis, and red flags assessment.
Mission Effectiveness Score
NonprofitSpending's AI analysis rates Utah Winter Finance Conference with a Mission Score of 0 out of 100 (Very Poor). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.
Key Financial Metrics (2024)
From the most recent IRS 990 filing on record:
- The organization reported a surplus of $6K, with revenue exceeding expenses.
Frequently Asked Questions about Utah Winter Finance Conference
Is Utah Winter Finance Conference a legitimate charity?
Based on AI analysis of IRS 990 filings, Utah Winter Finance Conference (EIN: 870545199) insufficient data. 0 red flags identified, 0 strengths noted.
How does Utah Winter Finance Conference spend its money?
Detailed spending breakdown data is not yet available for Utah Winter Finance Conference. Check back for updated IRS 990 analysis.
Are donations to Utah Winter Finance Conference tax-deductible?
Utah Winter Finance Conference is registered as a tax-exempt nonprofit (EIN: 870545199). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.
Where is Utah Winter Finance Conference located?
Utah Winter Finance Conference is headquartered in Salt Lake Cty, Utah and files with the IRS under EIN 870545199. It is classified under NTEE code B60.
How many years of IRS 990 filings does Utah Winter Finance Conference have?
Utah Winter Finance Conference has 4 years of IRS 990 filings on record at NonprofitSpending. Additional filing years may become available as the IRS releases new data. The most recent filing shows $74K in total revenue.
Filing History
IRS 990 filing history for Utah Winter Finance Conference showing financial trends over 4 years of public records:
Over 4 years of IRS 990 filings (2011–2024), Utah Winter Finance Conference's revenue has grown by 77.4%, moving from $41K to $72K. Total assets increased by 80.3% over the same period, from $20K to $36K. Total functional expenses rose by 80.5%, from $36K to $66K. In its most recent filing year (2024), Utah Winter Finance Conference reported a surplus of $6K, with revenue exceeding expenses.
| Year | Revenue | Expenses | Assets | Liabilities | Officer Comp. % | |
|---|---|---|---|---|---|---|
| 2024 | $72K | $66K | $36K | $0 | — | — |
| 2015 | $71K | $49K | $22K | $0 | — | View 990 |
| 2012 | $40K | $45K | $15K | $0 | — | View 990 |
| 2011 | $41K | $36K | $20K | $0 | — | View 990 |
Year-by-Year Financial Summary
- 2024: Revenue of $72K, expenses of $66K, and assets of $36K (revenue +1.1% year-over-year).
- 2015: Revenue of $71K, expenses of $49K, and assets of $22K (revenue +76.9% year-over-year).
- 2012: Revenue of $40K, expenses of $45K, and assets of $15K (revenue -0.8% year-over-year).
- 2011: Revenue of $41K, expenses of $36K, and assets of $20K.
View Individual Filing Years
Explore detailed financial data from each IRS 990 filing year for Utah Winter Finance Conference:
Data Sources and Methodology
This transparency report for Utah Winter Finance Conference is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.
IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.
Disclaimer
AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.