UTAH HEALTHCARE INSTITUTE INC (EIN 870617263) - 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

1998

Legal Domicile

Principal Officer

Melanie Dance

Phone

8012652000

Tax Period

2024-07-01 to 2025-06-30

UTAH HEALTHCARE INSTITUTE INC, founded in 1998, is a community nonprofit in the Education sector that reported $6.9M in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion.

Mission

Community-based graduate medical education for family medicine physicians. Provide accessible, cost effective healthcare to underserved in UT.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $6,680,775

Investment Income $6,662

Other Revenue $243,872

TOTAL REVENUE $6,931,309

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,806,536

Fundraising Expenses $47,531

Program Expenses $7,304,216

Other Expenses $2,640,273

TOTAL EXPENSES $7,446,809

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,931,309	$6,398,438	+0.1%
Expenses	$7,446,809	$6,643,004	+0.1%
Net Income	$-515,500	$-244,566	+1.1%

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

$406,332

Total Directors

$664,757

Key Employees

$522,525

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Maryana Boulos	faculty	40	Highest	$258,865	$0	$258,865
Karl Kirby	Program Director, President, Board Member, Faculty Physician	40	Officer Director Key Emp Highest	$251,558	$0	$251,558
Rich Allen	Faculty	35	Highest	$222,411	$0	$222,411
Collin Lash	Physician	40	Highest	$220,736	$0	$220,736
Melanie Dance	Board Member, Vice President, Clinic Director, faculty	32	Officer Director Key Emp Highest	$154,774	$0	$154,774
Cassie Randle	Board Member, Clinic Manager	40	Director Key Emp Highest	$116,193	$0	$116,193
Diane Chapman	Nurse Practitioner	28	Highest	$101,931	$0	$101,931
Elise Blaseg	Board Member, Resident Physician	40	Director	$73,674	$0	$73,674
Ryan Jacob Bachofer	Board Member, resident physician	40	Director	$34,828	$0	$34,828
Danielle Dooley	Board Member, resident physician	40	Director	$33,730	$0	$33,730
Michelle Murday	Program Director, Board Member	8	Director	$0	$0	$0
Braden Tibbits	Board Member	1	Director	$0	$0	$0
Colleen Swank	Board Member	1	Officer Director	$0	$0	$0
Jennifer Dailey-Provost	Board Member	1	Director	$0	$0	$0
Darlene Petersen	Board Member	1	Director	$0	$0	$0
Frank Powers	Board Member	1	Director	$0	$0	$0
Isaac Noyes	Board Member	1	Director	$0	$0	$0
Jordan Roberts	Board Member	1	Director	$0	$0	$0
John Berneike	Board Chair	1	Director	$0	$0	$0
MaryAnn Martindale	Board Member	1	Director	$0	$0	$0
Abby Crume	Physician, Board Member	1	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
2025	$6,931,309	$7,446,809	$790,570	$-515,500
2024	$6,398,438	$6,643,581	$1,210,671	$-245,143
2023	$6,143,264	$6,033,712	$1,410,875	$109,552
2022	$6,142,860	$6,054,399	$1,273,255	$88,461
2021	$6,500,553	$5,567,173	$1,464,811	$933,380
2020	$5,269,954	$5,517,691	$1,104,182	$-247,737
2019	$5,050,042	$5,124,148	$742,488	$-74,106

UTAH HEALTHCARE INSTITUTE INC