UTAH SCHOOL COUNSELOR ASSOCIATION

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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

2018

Legal Domicile

Principal Officer

ANGIE LEBARON

Phone

8014501878

Tax Period

2024-07-01 to 2025-06-30

UTAH SCHOOL COUNSELOR ASSOCIATION, founded in 2018, is a small nonprofit in the Education sector that reported $214K in total revenue in fiscal year 2024. The organization ran a surplus of $47K, a strong 22% operating margin.

Mission

THE UTAH SCHOOL COUNSELOR ASSOCIATION REPRESENTS THE PROFESSION OF SCHOOL COUNSELING. THE ASSOCIATION EXPRESSES A UNITED AND SINGLE VOICE FOR SCHOOL COUNSELING IN THE STATE OF UTAH. USCA BELIEVE THAT GUIDANCE AND COUNSELING MUST BE AN INTEGRAL PART OF EVERY STUDENTS EDUCATIONAL EXPERIENCE. THE MISSION OF USCA IS TO PROMOTE EXCELLENCE IN THE PROFES

Program Service Accomplishments

Program 1

PROFESSIONAL DEVELOPMENT THROUGH AN ANNUAL CONFERENCE AND A SPRING SUMMIT CONFERENCE FOR SCHOOL COUNSELOR TRAINING.

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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 $31,020

Program Service Revenue $173,377

Investment Income $9,449

Other Revenue $0

TOTAL REVENUE $213,846

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $161,552

Other Expenses $167,068

TOTAL EXPENSES $167,068

Year-over-Year Comparison

	2024	2023	Change
Revenue	$213,846	$203,311	+0.1%
Expenses	$167,068	$158,077	+0.1%
Net Income	$46,778	$45,234	+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

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
DYLAN LINES	PRESIDENT	002.00	Officer Director	$0	$0	$0
PATTY NIELSON	PRESIDENT-ELECT	002.00	Officer Director	$0	$0	$0
SAMANTHA MCMORROW	PRESIDENT-ELECT-ELECT	002.00	Officer Director	$0	$0	$0
HOLLY JENSEN	PAST PRESIDENT	002.00	Director	$0	$0	$0
ANGIE LEBARON	EXECUTIVE DIRECTOR	005.00	Director	$0	$0	$0
MAJA STOCKING	MARKETING DIRECTOR	002.00	Director	$0	$0	$0
WHITNEY CASEY	ELEMENTARY VP	002.00	Director	$0	$0	$0
ELISE HANSON	ELEMENTARY VP ELECT	002.00	Director	$0	$0	$0
TERRA BINGHAM	MIDDLE VP ELECT	002.00	Director	$0	$0	$0
KATHY CAMPBELL	MIDDLE SCHOOL VP	002.00	Director	$0	$0	$0
ZAN ELDER	HIGH SCHOOL VP	002.00	Director	$0	$0	$0
MARISSA VAN WAGENEN	HIGH SCHOOL VP ELECT	002.00	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	$213,846	$167,068	$351,257	$46,778
2024	$203,311	$158,077	$303,048	$45,234
2023	$241,389	$194,244	$228,784	$47,145
2022	$219,036	$135,579	$206,689	$83,457