UTAH MEDICAL ASSOCIATION (EIN 870204459) - 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

1895

Legal Domicile

Principal Officer

Michelle McOmber

Phone

8017473500

Tax Period

2023-07-01 to 2024-06-30

UTAH MEDICAL ASSOCIATION, founded in 1895, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2023. Expenses of $1.9M left a modest 4% surplus.

Mission

The Utah Medical Association is a professional resource for member physicians providing educational opportunities dissemination of medical knowledge and practices.

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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 $1,263,016

Program Service Revenue $75,196

Investment Income $123,204

Other Revenue $555,832

TOTAL REVENUE $2,017,248

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,217,167

Fundraising Expenses $0

Program Expenses $1,159,844

Other Expenses $711,403

TOTAL EXPENSES $1,928,570

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,017,248	$1,919,638	+0.1%
Expenses	$1,928,570	$1,935,487	0.0%
Net Income	$88,678	$-15,849	-6.6%

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

$402,491

Total Directors

Key Employees

$102,246

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Michelle S McOmber	CEO	40.00	Officer	$276,212	$0	$276,212
Mark Fotheringham	VP Communications	40.00	Officer	$126,279	$0	$126,279
Rey Alonzo	Director of State Government Relations	40.00	Key Emp	$102,246	$0	$102,246
Mark Greenwood MD	Past President	2.00	Director	$0	$0	$0
Sarah Woolsey MD	Vice Speaker	1.00	Director	$0	$0	$0
Mark N Blair MD	Director	1.00	Director	$0	$0	$0
Richard F Labasky MD	Director	1.00	Director	$0	$0	$0
Carissa S Monroy MD	Director	1.00	Director	$0	$0	$0
Adam Taintor MD	Director	1.00	Director	$0	$0	$0
Ann Lin MD	Director	1.00	Director	$0	$0	$0
Jesse Spencer MD	President	2.00	Officer Director	$0	$0	$0
Curt Peterson MD	President Elect - Director	2.00	Officer Director	$0	$0	$0
Karen Radley MD	Director	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	No data	No data	No data	No data
2024	$2,017,248	$1,928,570	$8,949,250	$88,678
2023	$1,919,638	$1,935,487	$5,872,032	$-15,849
2022	$2,472,717	$1,773,718	$4,765,072	$698,999
2021	$1,973,230	$1,904,568	$5,401,793	$68,662
2020	$2,044,661	$1,840,770	$3,979,958	$203,891
2019	$2,017,798	$1,932,535	$3,914,910	$85,263

UTAH MEDICAL ASSOCIATION