United Way of Central and Southern Utah

EIN: 942851681 501(c)(3)

Provo, UT

Total Revenue
$7,479,002
Total Expenses
$7,174,754
Total Assets
$2,637,272
Net Assets
$1,657,735
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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
1963
Legal Domicile
UT
Principal Officer
Bill Hulterstrom
Phone
8013742588
Tax Period
2024-07-01 to 2025-06-30

United Way of Central and Southern Utah, founded in 1963, is a community nonprofit that reported $7.5M in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. Expenses of $7.2M left a modest 4% surplus.

Mission

We improve lives by mobilizing the caring power of our local community to provide resources and programs that focus on health, education, and income.

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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 $6,428,089
Program Service Revenue $763,287
Investment Income $10
Other Revenue $287,616
TOTAL REVENUE $7,479,002

Expense Breakdown

Grants Paid $1,611,080
Salaries & Benefits $3,430,062
Fundraising Expenses $681,437
Program Expenses $6,351,659
Other Expenses $2,133,612
TOTAL EXPENSES $7,174,754

Year-over-Year Comparison

2024 2023 Change
Revenue $7,479,002 $6,259,741 +0.2%
Expenses $7,174,754 $6,410,614 +0.1%
Net Income $304,248 $-150,873 -3.0%
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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Governance

Voting Members
25
Independent Members
25
Employees
102
Volunteers
7500

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
3
$358,967
Total Directors
25
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Amy Magleby Member 1.00
Director
$0 $0 $0
Devin Baer Member 1.00
Director
$0 $0 $0
Holly Peterson Member 1.00
Director
$0 $0 $0
Steve Anderson Member 1.00
Director
$0 $0 $0
Jeanette Bennett Member 1.00
Director
$0 $0 $0
Mari Heimuli Member 1.00
Director
$0 $0 $0
Mike Roberts Member 1.00
Director
$0 $0 $0
Justin Olson Member 1.00
Director
$0 $0 $0
Andrea Martinez Member 1.00
Director
$0 $0 $0
Ben Peterson Member 1.00
Director
$0 $0 $0
Brent Platt Member 1.00
Director
$0 $0 $0
Francis Gibson Member 1.00
Director
$0 $0 $0
Jacque Durfey Member 1.00
Director
$0 $0 $0
Janae Moss Member 1.00
Director
$0 $0 $0
Joel Dagenais Member 1.00
Director
$0 $0 $0
Jonathan Park Member 1.00
Director
$0 $0 $0
Julie Mecham Member 1.00
Director
$0 $0 $0
Linda Makin Member 1.00
Director
$0 $0 $0
Lisa Paletta Member 1.00
Director
$0 $0 $0
Liz Darger Member 1.00
Director
$0 $0 $0
Norm Wright Member 1.00
Director
$0 $0 $0
Paige Bennett Member 1.00
Director
$0 $0 $0
Phil Suglia Member 1.00
Director
$0 $0 $0
Rick Nielsen Member 1.00
Director
$0 $0 $0
Stephen Whyte Member 1.00
Director
$0 $0 $0
Bill Hulterstrom President 40.00
Officer
$172,437 $42,372 $214,809
Arnolyn Miller Finance Director 40.00
Officer
$70,414 $17,188 $87,602
Kristen Ross Finance Manager 40.00
Officer
$46,563 $9,993 $56,556
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 $7,479,002 $7,174,754 $2,637,272 $304,248
2024 $6,259,741 $6,410,614 $2,635,410 $-150,873
2023 $5,361,009 $5,790,778 $1,870,212 $-429,769
2022 $5,427,795 $5,522,402 $1,777,988 $-94,607
2021 $4,540,197 $4,805,065 $2,111,459 $-264,868
2020 $4,258,482 $4,479,894 $2,287,352 $-221,412
2019 $4,303,916 $4,191,437 $2,236,534 $112,479
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