UTAH ASSISTIVE TECHNOLOGY FOUNDATIO (EIN 870518823) - 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

1993

Legal Domicile

Phone

4357972025

Tax Period

2024-01-01 to 2024-12-31

UTAH ASSISTIVE TECHNOLOGY FOUNDATIO, founded in 1993, is a small nonprofit in the Human Services sector that reported $134K in total revenue in fiscal year 2024. Expenses of $130K left a modest 3% surplus.

Mission

ASSIST INDIVIDUALS IN RECEIVING ASSISTIVE TECHNOLOGY

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $93,053

Program Service Revenue $0

Investment Income $41,290

Other Revenue $0

TOTAL REVENUE $134,343

Expense Breakdown

Grants Paid $0

Salaries & Benefits $55,000

Fundraising Expenses $0

Program Expenses $111,364

Other Expenses $75,050

TOTAL EXPENSES $130,050

Year-over-Year Comparison

	2024	2023	Change
Revenue	$134,343	$131,897	+0.0%
Expenses	$130,050	$131,164	0.0%
Net Income	$4,293	$733	+4.9%

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

N/A

Employees

N/A

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	Role	Reportable Comp	Other Comp	Total
PENNY McMAHON	Director	Director	$0	$0	$0
SACHIN PAVITHRAN	BOARD MEMBER	Director	$0	$0	$0
TERRY HOLDEN	Secretary	Director	$0	$0	$0
DONALD McMAHON	Chairman	Director	$0	$0	$0
MARK SMITH	Director	Director	$0	$0	$0
JOHN WOESTE	VICE CHAIR	Director	$0	$0	$0
MICHAEL HANSON	Director	Director	$0	$0	$0
RICHARD BAER	Director	Director	$0	$0	$0
ANITA HALL	Director	Director	$0	$0	$0
BORA LEE	Executive Dir.	Director	$0	$0	$0
LOIS SUMMERS	Director	Director	$0	$0	$0
SHELLY WOOD	COORDINATOR	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
2024	$134,343	$130,050	$2,405,929	$4,293
2023	$131,897	$131,164	$2,401,168	$733
2022	$125,094	$109,967	$2,212,729	$15,127
2021	$236,492	$124,117	$2,552,156	$112,375
2020	$307,203	$118,240	$2,442,851	$188,963
2019	$145,950	$118,587	$2,255,599	$27,363
2018	$142,853	$127,479	$1,999,533	$15,374

UTAH ASSISTIVE TECHNOLOGY FOUNDATIO