CARBON MEDICAL SERVICE ASSOC

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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

1952

Legal Domicile

Principal Officer

LISA CLARK

Phone

4358884411

Tax Period

2023-07-01 to 2024-06-30

CARBON MEDICAL SERVICE ASSOC, founded in 1952, is a community nonprofit in the Health Care sector that reported $8.7M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $7.6M left a modest 13% surplus.

Mission

THE PROVIDING OF MEDICAL SERVICES FOR THOSE LIVING IN RESIDENTIAL LOW INCOME POPULATION AREAS IN UTAH WITH NO OTHER MEDICAL SERVICES AVAILABLE WITHIN 35 MILES.

Program Service Accomplishments

Program 1

Expenses: $7,519,157

THE PROVISION OF MEDICAL SERVICES, INCLUDING PHYSICIANS, DENTAL, MENTAL HEALTH, AND PHARMACY SERVICES TO THOSE LIVING INA RURAL LOW-INCOME AREA OF UTAH. MOST OF THOSE SERVICED BY THE ASSOCIATION ARE...

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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 $5,238,333

Program Service Revenue $2,184,865

Investment Income $1,143

Other Revenue $1,310,715

TOTAL REVENUE $8,735,056

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,570,623

Fundraising Expenses $0

Program Expenses $7,519,157

Other Expenses $2,039,332

TOTAL EXPENSES $7,609,955

Year-over-Year Comparison

	2023	2022	Change
Revenue	$8,735,056	$7,742,143	+0.1%
Expenses	$7,609,955	$7,386,599	+0.0%
Net Income	$1,125,101	$355,544	+2.2%

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
DARRELL VALDEZ	BOARD CHAIR	2.00	Officer Director	$0	$0	$0
JACK ORI	VICE CHAIR	2.00	Officer Director	$0	$0	$0
ALYSSA WILBERG	SECRETARY	2.00	Officer Director	$0	$0	$0
JEFF BRABY	TREASURER	2.00	Officer Director	$0	$0	$0
RAMONA HOLT	BOARD MEMBER	1.00	Director	$0	$0	$0
DON LOGSTON	BOARD MEMBER	1.00	Director	$0	$0	$0
KIMALEE ALLRED	BOARD MEMBER	1.00	Director	$0	$0	$0
MICHAEL B O'SHEA	BOARD MEMBER	1.00	Director	$0	$0	$0
BECKY COLOMBO	BOARD MEMBER	1.00	Director	$0	$0	$0
KRISTY CANDELARIA	BOARD MEMBER	1.00	Director	$0	$0	$0
CAMERON WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
DR MATTHEW BRADY	MEDICAL DOCT	40.00	Highest	$260,410	$0	$260,410
ROBERT TRUJILLO	NETWORK ADMI	40.00	Highest	$172,298	$0	$172,298
MARVIN J MORRISON DNP	DOCTOR OF NU	40.00	Highest	$155,170	$0	$155,170
CRESTINA TRUJILLO	CFO	40.00	Highest	$150,045	$0	$150,045
RUSSELL SCOW	PHARMACY DIR	40.00	Highest	$147,826	$0	$147,826

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	$8,735,056	$7,609,955	$5,925,801	$1,125,101
2023	$7,742,143	$7,386,599	$4,452,704	$355,544
2022	$6,933,505	$7,552,744	$4,238,604	$-619,239
2021	$7,019,055	$6,312,094	$4,760,060	$706,961
2020	$5,546,095	$5,175,044	$4,676,815	$371,051
2019	$6,054,220	$4,563,605	$3,578,061	$1,490,615
2018	$4,325,667	$4,230,842	$1,827,498	$94,825