WASATCH UNISERV (EIN 870419902) - 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

1987

Legal Domicile

Principal Officer

MIKE HARMAN

Phone

8012626627

Tax Period

2022-09-01 to 2023-08-31

WASATCH UNISERV, founded in 1987, is a small nonprofit that reported $365K in total revenue in fiscal year 2022. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $101K, a strong 28% operating margin.

Mission

TO PROMOTE THE EDUCATION AND ADVANCEMENT OF THE TEACHERS BOTH PROFESSIONALLY AND ECONOMICALLY THROUGH THE DEVELOPMENT OF MEMBER LOCAL EDUATION ASSOCIATIONS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $42,916

Program Service Revenue $324,431

Investment Income $-2,076

Other Revenue $0

TOTAL REVENUE $365,271

Expense Breakdown

Grants Paid $3,685

Salaries & Benefits $198,779

Fundraising Expenses $0

Other Expenses $61,455

TOTAL EXPENSES $263,919

Year-over-Year Comparison

	2022	2021	Change
Revenue	$365,271	$337,009	+0.1%
Expenses	$263,919	$380,695	-0.3%
Net Income	$101,352	$-43,686	-3.3%

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

$131,148

Total Directors

$1,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JAMES LEWIS	UNISERV DIRE	40.00	Officer	$100,668	$29,280	$129,948
MIKE HARMAN	PRESIDENT	2.25	Officer Director	$1,200	$0	$1,200
REBECCA HALL	VICE PRESIDE	1.50	Officer Director	$0	$0	$0
CHRISTY VUYK	COUNCIL MEMB	0.50	Director	$0	$0	$0
EMILEE LIDDIARD	COUNCIL MEMB	0.25	Director	$0	$0	$0
JAMES TOBLER	COUNCIL MEMB	0.50	Director	$0	$0	$0
MAURA THATCHER	COUNCIL MEMB	0.25	Director	$0	$0	$0
JEREMY REYNOSO	COUNCIL MEMB	0.25	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
2023	$365,271	$263,919	No data	$101,352
2022	$337,009	$380,695	$469,545	$-43,686
2021	$326,630	$265,090	$506,310	$61,540
2020	$306,035	$263,539	$438,268	$42,496

WASATCH UNISERV