Uchc-Aaup FY2021 filing

Not tax-deductible

Farmington, CT501(c)(5)EmploymentEIN 27-4561225Revenue $608K in FY2021

On file with the IRSuchc-aaup.org270 Farmington Ave Ste 364, 06032-1926 · Farmington, CTTax-exempt since Mar 2014

This page gets seen. Tell your story. Claim this org.

The purpose of the Aaup chapter at the university of connecticut health center (Uchc-Aaup) shall be to further the professional interest of its faculty members, in concert with the mission of the Uchc, by promoting the highest standards of excellence in education, research, clinical care, public service, and a fair and equitable workplace.

92¢ of each $1 spent went to programs.
$110K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(5)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $111K a year · 17% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$110K
to officers and key staff · 20% of spending
Fine: pay to officers and key staff is 20% of spending; 15% to 20%.
Pt VII · Sec A
Cash reserves
18 mo
of spending, in cash
Looks good: 18.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$47K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
10
of 10 voting members
Looks good: 10 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$608K
-5% vs prior year
Spent
$545K
To programs
92%
Net assets
$1.3M
By yearFY2020–FY2024
Revenue
$608K
FY2021▼ -5%
Tap a bar for its year
Revenue by fiscal year
FY2020$638K
FY2021$608K
FY2022$627K
FY2023$654K
FY2024$694K
Expenses
$545K
FY2021▼ -2%
Tap a bar for its year
Expenses by fiscal year
FY2020$558K
FY2021$545K
FY2022$502K
FY2023$496K
FY2024$564K
Net assets
$1.3M
FY2021▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.2M
FY2021$1.3M
FY2022$1.3M
FY2023$1.5M
FY2024$1.6M

From the FY2021 Form 990 · see the original

Give Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 2014.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $502K Management & general 8% · $44K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

11 people listed on the 990; $110K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$110,160Pt VII · Sec A
Vice Preside
$0Pt VII · Sec A
Past Treasur
$0Pt VII · Sec A
Executive Co
$0Pt VII · Sec A
Executive Co
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Executive Co
$0Pt VII · Sec A

Lara Shepard-Blue’s $123K as Executive Di is at the 90th percentile of top reported officer pay among 1216 $100K–1M employment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Lara Shepard-Blue$122,878$120,500$48,462——
Cindy Polinsky———$110,160$122,309
Lalarukh Haider—$10,739$5,652——
Ion Moraru—$4,900$4,900——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Uchc-Aaup executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Advocates for faculty excellence in education, research, and patient care while ensuring a fair workplace.

Questions for Uchc-Aaup

Tap to ask. Uchc-Aaup sees how many people are interested.

Your first name shows with your question. Uchc-Aaup answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

1 program · $502K · in their own filed words · FY2021
01

The purpose of the aaup chapter at the university of connecticut healthcenter (uchc-aaup) shall be to further the professional interest of itsfaculty members, in concert with the mission of the uchc, by promoting the highest standards of excellence in education, research, clinical care, public service, and a fair and equitable workplace…

$502Kprogram expense

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$608K
Ln 12
Gifts and grantsLn 1h$578K
Investment incomeLn 3$30K
Other incomeLn 4–11$158
Money outPt IX
$545K
Ln 25
Programscol B$502K
Managementcol C$44K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$831K
Total assetsLn 16$1.3M
LiabilitiesLn 26$47K
PeoplePt VI, VII
11
listed · VII A
PaidVII A1
Voting boardVI 1a10
IndependentVI 1b10
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$578K
Investment incomeLn 3$30K
Other incomeLn 4–11$158
Gains on assetsLn 7$16K
Total revenueLn 12$608K
Assets in detailPt X, end of year
CashLn 1$309K
SavingsLn 2$522K
Cash and savings togetherLn 1–2$831K
InvestmentsLn 11–13$461K
Other assetsLn 15$1K
Total assetsLn 16$1.3M
LiabilitiesLn 26$47K
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 52
VolunteersI 620
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$845K$831K
InvestmentsLn 11–13$425K$461K
Total assetsLn 16$1.3M$1.3M
LiabilitiesLn 26$100K$47K
Net assetsLn 32$1.2M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$168K$151K$17K
Other employee benefitsLn 9$90K$81K$9K
Payroll taxesLn 10$16K$15K$1K
Accounting feesLn 11c$11K$11K
Lobbying feesLn 11d$22K$22K
Investment management feesLn 11f$1K$1K
Other fees for servicesLn 11g$29K$29K$437
Office expensesLn 13$7K$6K$706
OccupancyLn 16$20K$18K$2K
TravelLn 17$12$12
Travel and entertainment for public officialsLn 18$3K$3K
Depreciation, depletion and amortizationLn 22$904$814$90
InsuranceLn 23$7K$6K$652
Other expenses (24a–d)Ln 24$169K$169K
All other expensesLn 24e$2K$2K
Total functional expensesLn 25$545K$502K$44K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $694K$564K$130K$1.6M 990 PDF
FY2023 $654K$496K$158K$1.5M 990 PDF
FY2022 $627K$502K$125K$1.3M 990 PDF
FY2021 Viewing $608K$545K$63K$1.3M 990 PDF
FY2020 $638K$558K$80K$1.2M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $608,271 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $609,211$578,005
I-9 Program service revenue$0
I-10 Investment incomePrior year $28,995$30,108
I-11 Other revenue$158
I-12 Total revenuePrior year $638,206$608,271
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $273,694$273,952
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $284,155$271,194
I-18 Total expensesPrior year $557,849$545,146
I-19 Revenue less expensesPrior year $80,357$63,125
Part VI · Governance 10 of 10 board members independent, no flags
VI-1a Voting members of the governing body10
VI-1b Independent voting members10
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $608,271 across 6 lines filed
VIII-1b Membership dues$578,005
VIII-1h Total contributions, gifts and grants$578,005
VIII-3 Investment incomeExcluded from tax $14,186$14,186
VIII-7 Net gain or loss on sales of assetsExcluded from tax $15,922$15,922
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $158$158
VIII-12 Total revenueRelated to mission $158 · Excluded from tax $30,108$608,271
Part IX · Statement of functional expenses $545,146 across 15 lines filed
IX-7 Other salaries and wagesPrograms $151,459 · Management $16,829$168,288
IX-9 Other employee benefitsPrograms $80,680 · Management $8,964$89,644
IX-10 Payroll taxesPrograms $14,738 · Management $1,282$16,020
IX-11c Accounting feesManagement $11,300$11,300
IX-11d Lobbying feesPrograms $22,000$22,000
IX-11f Investment management feesManagement $1,303$1,303
IX-11g Other fees for servicesPrograms $28,771 · Management $437$29,208
IX-13 Office expensesPrograms $6,359 · Management $706$7,065
IX-16 OccupancyPrograms $17,767 · Management $1,974$19,741
IX-17 TravelPrograms $12$12
IX-18 Travel and entertainment for public officialsPrograms $2,658$2,658
IX-22 Depreciation, depletion and amortizationPrograms $814 · Management $90$904
IX-23 InsurancePrograms $5,871 · Management $652$6,523
IX-24 Other expenses (24a–d)Programs $168,675$168,675
IX-24e All other expensesPrograms $1,805$1,805
IX-25 Total functional expensesPrograms $501,609 · Management $43,537 · Fundraising $0$545,146
Part X · Balance sheet $1,301,651 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $324,373$308,745
X-2 Savings and temporary cash investmentsStart of year $520,331$522,021
X-9 Prepaid expenses and deferred chargesStart of year $9,192$8,193
X-11 Publicly traded securitiesStart of year $424,828$461,250
X-15 Other assetsStart of year $1,442$1,442
X-16 Total assetsStart of year $1,281,070$1,301,651
X-17 Accounts payable and accrued expensesStart of year $99,504$47,435
X-26 Total liabilitiesStart of year $99,504$47,435
X-27 Net assets without donor restrictionsStart of year $1,181,566$1,254,216
X-32 Total net assets or fund balancesStart of year $1,181,566$1,254,216
X-33 Total liabilities and net assetsStart of year $1,281,070$1,301,651
Part XI · Reconciliation of net assets $1,254,216 net assets at year end
XI-1 Total revenue$608,271
XI-2 Total expenses$545,146
XI-3 Revenue less expenses$63,125
XI-4 Net assets at start of year$1,181,566
XI-5 Net unrealized gains (losses) on investments$9,525
XI-10 Net assets at end of year$1,254,216

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.