UTAH ASSOCIATION OF INDEPENDENT INSURANCE AGENTS (EIN 870219205) - 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

Legal Domicile

Principal Officer

MATTHEW D CHILD

Phone

3852749733

Tax Period

2023-01-01 to 2023-12-31

UTAH ASSOCIATION OF INDEPENDENT INSURANCE AGENTS is a small nonprofit that reported $915K in total revenue in fiscal year 2023. Revenue grew 17% year-over-year, indicating healthy expansion. Expenses of $883K left a modest 3% surplus.

Mission

BUSINESS ASSOCIATION

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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 $0

Program Service Revenue $869,724

Investment Income $44,436

Other Revenue $671

TOTAL REVENUE $914,831

Expense Breakdown

Grants Paid $0

Salaries & Benefits $469,368

Fundraising Expenses $0

Program Expenses $882,973

Other Expenses $413,605

TOTAL EXPENSES $882,973

Year-over-Year Comparison

	2023	2022	Change
Revenue	$914,831	$784,679	+0.2%
Expenses	$882,973	$715,958	+0.2%
Net Income	$31,858	$68,721	-0.5%

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

$269,867

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JON JEPSEN	PAST PRESIDE	2.00	Officer Director	$0	$0	$0
PAUL HAUSSLER	PRESIDENT	2.00	Officer Director	$0	$0	$0
SHAH BRIONEZ	PIA DIRECTOR	2.00	Director	$0	$0	$0
MATT WOOD	IIABA DIRECT	2.00	Director	$0	$0	$0
JAMIE BOWDEN	WOMEN IN INS	2.00	Director	$0	$0	$0
RUSSELL BRINKERHOFF	PRESIDENT EL	2.00	Director	$0	$0	$0
RENEE TROUTT	WOMEN IN INS	2.00	Director	$0	$0	$0
ERIC PETERSEN	BOARD MEMBER	2.00	Director	$0	$0	$0
JASON ASTWOOD	BOARD MEMBER	2.00	Director	$0	$0	$0
MAX CURRY	TREASURER	2.00	Director	$0	$0	$0
TIFFANY VAN RY	BOARD MEMBER	2.00	Director	$0	$0	$0
MATTHEW D CHILD	CEO	40.00	Officer	$245,867	$24,000	$269,867

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
2024	No data	No data	No data	No data
2023	$914,831	$882,973	$1,180,022	$31,858
2022	$784,679	$715,958	$848,423	$68,721
2021	$610,989	$537,568	$870,255	$73,421
2020	$504,925	$479,752	$772,138	$25,173
2019	$541,002	$634,843	$708,841	$-93,841
2018	$353,652	$450,041	$805,159	$-96,389

UTAH ASSOCIATION OF INDEPENDENT INSURANCE AGENTS