UTAH MECHANICAL CONTRACTORS ASSOCIATION (EIN 311575285) - 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

1997

Legal Domicile

Principal Officer

ROBERT BERGMAN

Phone

8019069555

Tax Period

2025-01-01 to 2025-12-31

UTAH MECHANICAL CONTRACTORS ASSOCIATION, founded in 1997, is a community nonprofit that reported $1.2M in total revenue in fiscal year 2025. Expenses of $1.1M left a modest 7% surplus.

Mission

TRADE ASSOCIATION

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,016,644

Investment Income $163,700

Other Revenue $0

TOTAL REVENUE $1,180,344

Expense Breakdown

Grants Paid $0

Salaries & Benefits $510,418

Fundraising Expenses $0

Program Expenses $1,021,281

Other Expenses $445,889

TOTAL EXPENSES $1,098,824

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,180,344	$1,174,033	+0.0%
Expenses	$1,098,824	$1,090,322	+0.0%
Net Income	$81,520	$83,711	0.0%

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

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

$297,089

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT BERGMAN	EXECUTIVE DI	40.00	Officer	$265,000	$32,089	$297,089
JEFF ADAMS	PRESIDENT	1.00	Officer Director	$0	$0	$0
ADAM BILLINGS	BOARD MEMBER	1.00	Director	$0	$0	$0
BRETT CHRISTIANSEN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
KEVIN COWLEY	TREASURER	1.00	Officer Director	$0	$0	$0
TONY LEWIS	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
CHANCE POPE	BOARD MEMBER	1.00	Director	$0	$0	$0
JARED SEARCY	BOARD MEMBER	1.00	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	$1,180,344	$1,098,824	$2,467,453	$81,520
2024	$1,174,033	$1,090,322	$2,257,198	$83,711
2023	$1,024,584	$1,058,354	$2,108,899	$-33,770
2022	$966,080	$898,795	$2,022,617	$67,285
2021	$933,310	$847,653	$2,202,162	$85,657
2020	$617,882	$679,366	$2,049,998	$-61,484
2019	$809,717	$855,462	$2,002,669	$-45,745
2018	$1,105,165	$920,403	$1,916,369	$184,762

UTAH MECHANICAL CONTRACTORS ASSOCIATION