UTAH ASSOCIATION OF PUBLIC CHARTER SCHOOLS (EIN 562429582) - 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

2004

Legal Domicile

Principal Officer

ROYCE VAN TASSELL

Phone

8019602583

Tax Period

2023-07-01 to 2024-06-30

UTAH ASSOCIATION OF PUBLIC CHARTER SCHOOLS, founded in 2004, is a community nonprofit in the Education sector that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 56% from the prior year, signaling strong growth momentum. The organization ran a surplus of $226K, a strong 16% operating margin.

Mission

TO PROVIDE ADVOCACY, TRAINING, AND TECHNICAL SUPPORT TO PUBLIC CHARTER SCHOOLS IN 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 $1,152,878

Program Service Revenue $292,550

Investment Income $417

Other Revenue $0

TOTAL REVENUE $1,445,845

Expense Breakdown

Grants Paid $0

Salaries & Benefits $712,873

Fundraising Expenses $64,108

Program Expenses $978,974

Other Expenses $506,506

TOTAL EXPENSES $1,219,379

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,445,845	$928,088	+0.6%
Expenses	$1,219,379	$923,672	+0.3%
Net Income	$226,466	$4,416	+50.3%

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

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

$175,273

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUG KEEFE	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
STEPHANIE SCHMIDT	BOARD VICE CHAIR	1.00	Officer Director	$0	$0	$0
CHRIS HELVEY	TREASURER	1.00	Director	$0	$0	$0
AMY GIBSON	SECRETARY	1.00	Director	$0	$0	$0
STACEE PHILIPS	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRIS BLEAK	BOARD MEMBER	1.00	Director	$0	$0	$0
KIM GOATS	BOARD MEMER	1.00	Director	$0	$0	$0
ROYCE VAN TASSELL	EXECUTIVE DIRECTOR	40.00	Officer	$151,790	$23,483	$175,273

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	$1,445,845	$1,219,379	$1,167,684	$226,466
2023	$928,088	$923,672	$933,677	$4,416
2022	$944,507	$758,045	$900,923	$186,462
2021	$886,550	$738,250	$778,526	$148,300
2020	$716,770	$615,933	$643,567	$100,837
2019	$797,946	$726,685	$440,871	$71,261
2018	$722,233	$692,730	$372,718	$29,503

UTAH ASSOCIATION OF PUBLIC CHARTER SCHOOLS