Utah Valley Home Builders Assoc (EIN 870308170) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1975

Legal Domicile

Principal Officer

Steve Caldwell

Phone

8012258893

Tax Period

2025-01-01 to 2025-12-31

Utah Valley Home Builders Assoc, founded in 1975, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2025. Revenue surged 28% from the prior year, signaling strong growth momentum.

Mission

To provide advocacy, education, meaningful services, and community service to benefit the members, the community and the housing industry.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $1,854,090

Investment Income $45,545

Other Revenue $90,253

TOTAL REVENUE $1,989,888

Expense Breakdown

Grants Paid $1,100,000

Salaries & Benefits $501,695

Fundraising Expenses $0

Other Expenses $581,292

TOTAL EXPENSES $2,182,987

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,989,888	$1,558,607	+0.3%
Expenses	$2,182,987	$2,010,379	+0.1%
Net Income	$-193,099	$-451,772	-0.6%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✓ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

200

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

$193,845

Total Directors

$193,845

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Stephanie Dailey	Director	1.00	Director	$0	$0	$0
Drew Bigler	Secretary-Treasurer	1.00	Officer Director	$0	$0	$0
Mason Bentley	Director	1.00	Director	$0	$0	$0
Kory Robison	President	1.00	Officer Director	$0	$0	$0
Ross Ford	Director	1.00	Director	$0	$0	$0
Byron Baird	Director	1.00	Director	$0	$0	$0
Katie Johnson	Director	1.00	Director	$0	$0	$0
Steve Morley	Director	1.00	Director	$0	$0	$0
Ed Sanches	Director	1.00	Director	$0	$0	$0
Eric Harper	Director	1.00	Director	$0	$0	$0
Brent Bateman	Director	1.00	Director	$0	$0	$0
Mike Deuel	Director	1.00	Director	$0	$0	$0
Krisel Travis	Director	1.00	Director	$0	$0	$0
Heather Anne Jackson	Director	1.00	Director	$0	$0	$0
Kierston Ward	Director	1.00	Director	$0	$0	$0
Jake McCuistion	Director	1.00	Director	$0	$0	$0
Nate Livingston	Director	1.00	Director	$0	$0	$0
Steve Caldwell	Executive Director	40.00	Officer Director	$193,845	$0	$193,845

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	$1,989,888	$2,182,987	$3,566,073	$-193,099
2024	$1,558,607	$2,010,379	$3,717,210	$-451,772
2023	$1,487,080	$1,242,260	$4,053,223	$244,820
2022	$1,269,610	$1,189,504	$3,757,548	$80,106
2021	$1,401,758	$1,022,600	$3,715,076	$379,158
2020	$890,827	$765,653	$3,324,729	$125,174
2019	$1,713,496	$822,186	$3,210,466	$891,310
2018	$967,590	$717,378	$4,385,646	$250,212

Utah Valley Home Builders Assoc