VALI DIVISION OF WASATCH

EIN: 953723933 501(c)(3)

WOODS CROSS, UT

Total Revenue
$24,288,058
Total Expenses
$22,887,302
Total Assets
$34,364,107
Net Assets
$10,197,144
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1991
Legal Domicile
UT
Phone
8013974000
Tax Period
2023-01-01 to 2023-12-31

VALI DIVISION OF WASATCH, founded in 1991, is a mid-sized nonprofit that reported $24.3M in total revenue in fiscal year 2023. Expenses of $22.9M left a modest 6% surplus.

Mission

To fulfill the special and basic needs of the sick, indigent, and elderly by providing clean and safe housing, home health services, and access to advanced healthcare (including maintenance, diagnosis, prevention, & rehabilitation) and by enabling financial security in a setting that prioritizes access, affordability, dignity, and quality of life over profits.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,668,060
Program Service Revenue $20,379,342
Investment Income $240,656
Other Revenue $0
TOTAL REVENUE $24,288,058

Expense Breakdown

Grants Paid $2,303,451
Salaries & Benefits $11,135,607
Fundraising Expenses $0
Program Expenses $21,635,094
Other Expenses $9,448,244
TOTAL EXPENSES $22,887,302

Year-over-Year Comparison

2023 2022 Change
Revenue $24,288,058 $23,328,959 +0.0%
Expenses $22,887,302 $23,884,081 0.0%
Net Income $1,400,756 $-555,122 -3.5%
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
6
Independent Members
6
Employees
482
Volunteers
80

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
$69,875
Total Directors
6
$78,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SETH ANDERSON ADMINISTRATOR 40.00
$120,123 $15,379 $135,502
VERA CARLSON MEDICAL DIRECTOR 40.00
$128,220 $3,893 $132,113
JULIA HUDSON OCCUPATIONAL THERA 40.00
$117,740 $13,053 $130,793
KELLY MILBRATH ADMINISTRATOR 40.00
$111,415 $16,810 $128,225
JENNIFER MARIE HINES-JOSEPHSON DIRECTOR 40.00
$107,980 $4,215 $112,195
BRADLEY J MIKESELL President 1.00
Officer Director
$9,125 $0 $63,875
LAURA BOARDMAN Treasurer 0.00
Officer Director
$625 $0 $4,375
FRED HALE BOARD MEMBER 0.00
Director
$625 $0 $4,375
ALAN KRIS WIDDISON BOARD MEMBER 0.00
Director
$125 $0 $1,875
LANCE D SAMUELSON BOARD MEMBER 0.00
Director
$125 $0 $1,875
RAYMOND BEEMAN Secretary 0.00
Officer Director
$0 $0 $1,625
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 No data No data No data No data
2023 $24,288,058 $22,887,302 $34,364,107 $1,400,756
2022 $23,328,959 $23,884,081 $26,703,615 $-555,122
2021 $23,742,932 $22,468,194 $25,462,783 $1,274,738
2020 $25,970,854 $21,290,502 $28,369,841 $4,680,352
2019 $22,734,511 $23,030,160 $27,293,537 $-295,649
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