UTAH ASSISTED LIVING ASSOCIATION

EIN: 870450612 Human Services

DRAPER, UT

Total Revenue
$337,602
Total Expenses
$285,652
Total Assets
$214,575
Net Assets
$205,863
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2006
Legal Domicile
UT
Principal Officer
Dave Clarke
Phone
8018647073
Tax Period
2024-07-01 to 2025-06-30

UTAH ASSISTED LIVING ASSOCIATION, founded in 2006, is a small nonprofit in the Human Services sector that reported $338K in total revenue in fiscal year 2024. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $52K, a strong 15% operating margin.

Mission

THE MISSION OF THE UTAH ASSISTED LIVING ASSOCIATION ("UALA") IS TO ENHANCE THE QUALITY OF LIFE AND DIGNITY OF OLDER ADULTS. UALA ACCOMPLISHES THIS MISSION BY WORKING TO PROMOTE THE PHILOSOPHY AND CONCEPT OF ASSISTED LIVING THROUGHOUT THE STATE OF UTAH, BY INCREASING KNOWLEDGE, IMPROVING SKILLS, AND PROVIDING SOURCES OF COMMUNICATION FOR UALA MEMBERS, AND BY ASSISTING REGULATORY BODIES IN DEFINING STANDARDS AS THEY APPLY TO THE ASSISTED LIVING INDUSTRY.UALA ORGANIZES AND HOSTS AN ANNUAL CONFERENCE TO WHICH MOST, IF NOT ALL, OF THE OWNERS AND OPERATORS OF ASSISTED LIVING FACILITIES IN THE STATE OF UTAH ARE INVITED TO ATTEND. THE ONE-DAY CONFERENCE BRINGS TOGETHER UNDER ONE ROOF THE OWNERS AND OPERATORS OF THESE ASSISTED LIVING FACILITIES, AS WELL AS VARIOUS VENDORS WHO SUPPORT THESE FACILITIES, FOR THE PURPOSE OF IMPROVING THE SERVICES PROVIDED BY THE FACILITIES THROUGH EDUCATION AND COLLABORATION, AS WELL AS TO ENHANCE THE REPUTATION AND IMPROVE THE FOOTPRINT OF THESE FACILITIES IN THE

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $3,000
Program Service Revenue $335,902
Investment Income $29
Other Revenue $-1,329
TOTAL REVENUE $337,602

Expense Breakdown

Grants Paid $0
Salaries & Benefits $93,546
Fundraising Expenses $0
Program Expenses $216,834
Other Expenses $192,106
TOTAL EXPENSES $285,652

Year-over-Year Comparison

2024 2023 Change
Revenue $337,602 $278,010 +0.2%
Expenses $285,652 $228,210 +0.3%
Net Income $51,950 $49,800 +0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
15
Employees
1
Volunteers
15

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
8
$75,677
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATIE MANSELL Executive Dir. 40.00
Officer
$75,677 $0 $75,677
Matt Schellenberg Director 5.00
Director
$0 $0 $0
Vance Child Director 5.00
Director
$0 $0 $0
Rick Walker Past President 8.00
Officer Director
$0 $0 $0
Cecelia Hitzke Director 5.00
Director
$0 $0 $0
Cameron Harris Director 5.00
Director
$0 $0 $0
RACHEL JONES President Elect 8.00
Officer Director
$0 $0 $0
BOBBY GINN Director 5.00
Director
$0 $0 $0
Jason Giatras Director 5.00
Director
$0 $0 $0
Jesse Buntjer President 8.00
Officer Director
$0 $0 $0
Dave Clarke Treasurer 8.00
Officer Director
$0 $0 $0
Johnny DelVecchio Secretary 8.00
Officer Director
$0 $0 $0
Heather Reeves Vice President 8.00
Officer Director
$0 $0 $0
Kayden Grenko Director 5.00
Director
$0 $0 $0
Greg Atwood Director 5.00
Director
$0 $0 $0
Coy Huskinson Director 5.00
Director
$0 $0 $0
Brittany Carver Executive Dir. 40.00
Officer
$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 $337,602 $285,652 $214,575 $51,950
2024 $278,010 $228,210 $169,973 $49,800
2023 $269,349 $215,977 $122,298 $53,372
2022 $308,154 $328,102 $75,309 $-19,948
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