Utah Winter Finance Conference
Nonprofit profile at a glance
- EIN
- 870545199
- IRS 990-EZ coverage
- 2010–2024
- Forms available
- Form 990-EZ 2024, Form 990-N 2022
- Location
- Salt Lake City, UT, USA
- Phone
- 8016713754
- Rating
- 89
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Adult, Continuing Education
Reported finances
- Revenue
- $74,059
- Expenses
- $79,773
- Assets
- $30,759
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
3 people listed
People named in this filing
- JAMES S SCHALLHEIM (Trustee)
- AVNER KALAY (Trustee)
- JENNIFER MCCONNELL (Foundation Mgr.)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To hold an annual conference that showcases 10 academic research papers that are extremely well done and advance the knowledge of our field.
What it reported doing in 2024
Our purpose is to hold one academic conference each year. We select 10 papers in the fall for presentations to take place the following february. The uwfc is extremely prestigious, it has been ranked the top academic finance conference in the world, so top scholars are presenting and discussing the 10 papers. We usually have between 75 and 90 conference attendees each year.
Operating model
- Revenue model
- Cannot be determined from the filing. The filing does not provide enough consistent revenue detail to tell how this nonprofit funds its work.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 99
- Transparency & Controls: 82
- Sustainability: 29
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 98.1%; rating input score 98
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -7.7%; rating input score 33; 33rd percentile among comparable filings
- Total-asset coverage ratio: 0.39; rating input score 25; 25th percentile among comparable filings
- Liabilities to assets ratio: Limited
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 5.6% per year; rating input score 100; 64th percentile among comparable filings
- Revenue growth: 3.7% per year; rating input score 100; 67th percentile among comparable filings
- Asset growth: 4.8% per year; rating input score 100; 57th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 98.1% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $78K in reported program spending
- Leadership: top reported pay $0 · 3 people listed
- Consistency: 6 of 6 current checks pass
- Schedules: 2 filed schedules
- Filing history: 5 filing years from 2010 to 2024
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Sustainability: Operating margin scored 33/100.
- High — Sustainability: Total-asset coverage ratio scored 25/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.