Utah Valley Home Builders Foundation In (EIN 061665711) - 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

2003

Legal Domicile

Principal Officer

Steve Caldwell

Phone

8012258893

Tax Period

2024-01-01 to 2024-12-31

Utah Valley Home Builders Foundation In, founded in 2003, is a community nonprofit in the Education sector that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 238% from the prior year, signaling strong growth momentum. The organization ran a surplus of $464K, a strong 45% operating margin.

Mission

To provide charitable grants to Brigham Young University and other educational institutions and to provide educational assistance and scholarship grants.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,000,000

Program Service Revenue $0

Investment Income $10,503

Other Revenue $25,736

TOTAL REVENUE $1,036,239

Expense Breakdown

Grants Paid $561,749

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $565,505

Other Expenses $10,231

TOTAL EXPENSES $571,980

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,036,239	$306,470	+2.4%
Expenses	$571,980	$152,489	+2.8%
Net Income	$464,259	$153,981	+2.0%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robbin Schaffer	President	0.00	Officer Director	$0	$0	$0
Dustin Brinkerhoff	Member	0.00	Director	$0	$0	$0
Paul Magleby	Member	0.00	Director	$0	$0	$0
Edward Axley	Member	0.00	Director	$0	$0	$0
Robert Nelson	Member	0.00	Director	$0	$0	$0
Scot Jones	Member	0.00	Director	$0	$0	$0
Jeff Southard	Member	0.00	Director	$0	$0	$0
Ross Ford	Member	0.00	Director	$0	$0	$0
Steve Caldwell	Executive Officer	5.00	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
2025	No data	No data	No data	No data
2024	$1,036,239	$571,980	$1,538,919	$464,259
2023	$306,470	$152,489	$1,094,587	$153,981
2022	$640,000	$149,924	$940,606	$490,076
2021	$305,026	$337,927	$450,530	$-32,901
2020	$185,000	$2,770	$473,029	$182,230
2019	$67,674	$144,622	$293,396	$-76,948
2018	$154,326	$64,738	$365,390	$89,588

Utah Valley Home Builders Foundation In