Utah Assisted Living Association
Nonprofit profile at a glance
- EIN
- 870450612
- IRS 990 coverage
- 2022–2024
- Forms available
- Form 990 2024, Form 990-EZ 2020
- Location
- Draper, UT, USA
- Phone
- 8018647073
- Rating
- 49
- Verdict
- MIXED
- Rating confidence
- Moderate
- Sector
- Professional Societies, Associations
Reported finances
- Revenue
- $337,602
- Expenses
- $285,652
- Assets
- $214,575
- Liabilities
- $8,712
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
17 people listed
Executive titles in this filing
- Rick Walker (Past President)
- RACHEL JONES (President Elect)
- Jesse Buntjer (President)
- Heather Reeves (Vice President)
Highest reported compensation
- KATIE MANSELL (Executive Dir.): $75,677 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The mission of the Utah assisted living association ("uala") is to enhance the quality of life and dignity of older adults. Uala accomplishes this mission by working to promote the philosophy and concept of assisted living throughout the state of Utah, by increasing knowledge, improving skills, and providing sources of communication for uala members, and by assisting regulatory bodies in defining standards as they apply to the assisted living industry.
What it reported doing in 2024
Uala organizes and hosts an annual conference to which most, if not all, of the owners and operators of assisted living facilities in the state of Utah are invited to attend. The one-day conference brings together under one roof the owners and operators of these assisted living facilities, as well as various vendors who support these facilities, for the purpose of improving the services provided by the facilities through education and collaboration, as well as to enhance the reputation and improve the footprint of these facilities in the various communities in which they operate. Uala also has a quarterly newsletter which it sends to all of its members. The purpose of the newsletter is to educate and inform uala's members concerning recent trends and changes in the industry, either through new legislation or regulations, or through new technology or improved methods of operation.
Operating model
- Revenue model
- Earned-program. 99% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
MIXED - The filed numbers largely add up and most voting board members are independent. A relatively small share of available resources goes toward mission work and a relatively small share of total spending goes to programs.
Rating breakdown
- Financial Efficiency: 0
- Transparency & Controls: 90
- Accountability: 84
- Sustainability: 47
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 0%; rating input score 0
- Program expense ratio: 0%; rating input score 0
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 5 of 8 controls in place; rating input score 62
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 15.4%; rating input score 68; 68th percentile among comparable filings
- Total-asset coverage ratio: 0.75; rating input score 33; 33rd percentile among comparable filings
- Liabilities to assets ratio: 0.04; rating input score 34; 34th percentile among comparable filings
- Officer compensation ratio: 26.5%; rating input score 13; 13th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 8.9% per year; rating input score 100; 69th percentile among comparable filings
- Asset growth: 5.5% per year; rating input score 100; 49th percentile among comparable filings
Details
- Where the money goes: 0% of revenue deployed · 0% of spending went to programs
- Governance: 15 of 15 board members independent · 5 of 8 filing controls reported
- Programs: 1 filed program accomplishment · $217K in reported program spending
- Leadership: top reported pay $76K · 17 people listed
- Consistency: 12 of 13 current checks pass · 1 finding to review
- Schedules: 4 filed schedules
- Filing history: 3 filing years from 2022 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Financial Efficiency: Mission deployment rate scored 0/100.
- High — Financial Efficiency: Program expense ratio scored 0/100.
- Review — Accountability: Governance controls: 2 of 7 not reported.
- Moderate — Transparency & Controls: Functional expense sum did not reconcile in the filed values.
- Moderate — Sustainability: Total-asset coverage ratio scored 33/100.
- High — Sustainability: Officer compensation ratio scored 13/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 34/100.