VOLUNTEERS OF AMERICA UTAH (EIN 943008720) - 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

1986

Legal Domicile

Principal Officer

KATHY BRAY

Phone

8013639414

Tax Period

2022-07-01 to 2023-06-30

VOLUNTEERS OF AMERICA UTAH, founded in 1986, is a mid-sized nonprofit that reported $25.0M in total revenue in fiscal year 2022. Revenue decreased 6% compared to the prior year. Expenses of $22.4M left a modest 11% surplus.

Mission

VOLUNTEERS OF AMERICA, UTAH PROVIDES COMMUNITY-SUPPORTED PATHS FOR VULNERABLE INDIVIDUALS.

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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 $15,508,964

Program Service Revenue $8,802,265

Investment Income $740,409

Other Revenue $-22,485

TOTAL REVENUE $25,029,153

Expense Breakdown

Grants Paid $1,693,132

Salaries & Benefits $16,053,853

Fundraising Expenses $558,041

Program Expenses $18,992,610

Other Expenses $4,566,441

TOTAL EXPENSES $22,398,426

Year-over-Year Comparison

	2022	2021	Change
Revenue	$25,029,153	$26,510,092	-0.1%
Expenses	$22,398,426	$20,974,354	+0.1%
Net Income	$2,630,727	$5,535,738	-0.5%

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

498

Volunteers

4551

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

$725,246

Total Directors

$146,467

Key Employees

$264,721

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SHELLY KENDRICK	CHAIR	1.00	Officer Director	$0	$0	$0
SHAWNA LAWS	CHAIR ELECT	1.00	Officer Director	$0	$0	$0
BRICE LARIS	SECRETARY	1.00	Officer Director	$0	$0	$0
GARY MURRAY	TREASURER	1.00	Officer Director	$0	$0	$0
BRIAN REDD	BOARD MEMBER JUL 22-MAY 23	1.00	Director	$0	$0	$0
LYNN DAHLBERG	BOARD MEMBER	1.00	Director	$0	$0	$0
CODY MCCARTHY	BOARD MEMBER	1.00	Director	$0	$0	$0
DOUG BOUDREAUX	BOARD MEMBER	1.00	Director	$0	$0	$0
JOE MOTT	BOARD MEMBER	1.00	Director	$0	$0	$0
MARINA LOWE	BOARD MEMBER	1.00	Director	$0	$0	$0
TARA BENNION	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHERINE BRAY	PRESIDENT/CEO	48.00	Officer Director	$140,324	$6,143	$146,467
AUDREY RICE	COO	48.00	Officer	$104,890	$4,828	$109,718
CHRISTA BEAUCHAT	CFO	48.00	Officer	$108,115	$12,032	$120,147
DAN BENSHOFF	CDO	48.00	Officer	$56,319	$0	$56,319
ERIN BASTA	VP - HUMAN RESOURCES	48.00	Officer	$83,955	$11,397	$95,352
YVETTE ATIVALU	VP - PROGRAM OPERATIONS	48.00	Officer	$94,718	$11,545	$106,263
JAIME KLEMZ	VP - CLINICAL SERVICES	48.00	Officer	$88,031	$2,949	$90,980
KYLEE RICKETTS	PSYCHIATRIST	40.00	Key Emp	$252,023	$12,698	$264,721
PAUL OLAVSON	APRN	35.00	Highest	$120,164	$20,650	$140,814
RYAN COCHRANE	APRN	40.00	Highest	$132,770	$1,991	$134,761
BRIANA TERRY	APRN	40.00	Highest	$142,422	$22,038	$164,460

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$25,029,153	$22,398,426	$41,899,393	$2,630,727
2022	$26,510,092	$20,974,354	$33,056,146	$5,535,738
2021	$22,554,107	$20,292,199	$22,809,584	$2,261,908
2020	$19,384,996	$19,328,002	$23,460,992	$56,994
2019	$17,089,399	$14,978,706	$20,443,151	$2,110,693
2018	$12,879,391	$11,869,697	$18,239,942	$1,009,694

VOLUNTEERS OF AMERICA UTAH