UTAH VALLEY REFUGEES INC (EIN 812784880) - 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

2016

Legal Domicile

Principal Officer

LEONARD BAGALWA

Tax Period

2023-01-01 to 2023-12-31

UTAH VALLEY REFUGEES INC, founded in 2016, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $712K in total revenue in fiscal year 2023. Revenue surged 247% from the prior year, signaling strong growth momentum. The organization ran a surplus of $497K, a strong 70% operating margin.

Mission

UTAH VALLEY REFUGEE MISSION IS TO ASSIST REFUGEES IN UTAH IN THEIR QUEST TO BECOME SELF RELIANT. THE ORGANIZATION ACCOMPLISHES ITS MISSION BY PROVIDING EMPLOYMENT & HOUSING ASSISTANCE, EDUCATION GRANTS, ESL SKILLS,AND HEALTHCARE SERVICES. TO INSPIRE, EMPOWER AND EDUCATE REFUGEES.

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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 $711,936

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $711,936

Expense Breakdown

Grants Paid $120,286

Salaries & Benefits $41,551

Fundraising Expenses $0

Program Expenses $121,756

Other Expenses $52,896

TOTAL EXPENSES $214,733

Year-over-Year Comparison

	2023	2022	Change
Revenue	$711,936	$204,976	+2.5%
Expenses	$214,733	$242,222	-0.1%
Net Income	$497,203	$-37,246	-14.3%

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

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
LEONARD BAGALWA	EXECUTIVE DIRECTOR	0.00	Officer Director	$0	$0	$0
BONNIE HUFF	BOARD MEMBER	0.00	Officer	$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
2023	$711,936	$214,733	$702,448	$497,203
2021	$213,591	$277,212	$93,437	$-63,621
2020	$273,862	$174,597	$159,717	$99,265

UTAH VALLEY REFUGEES INC