Uchc-Aaup FY2022 filing

Not tax-deductible

Farmington, CT501(c)(5)EmploymentEIN 27-4561225Revenue $627K in FY2022

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

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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.

94¢ of each $1 spent went to programs.
$59K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · 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
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$59K
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
22 mo
of spending, in cash
Looks good: 22.4 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$116K
8% of total assets
Looks good: liabilities are 8% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$627K
+3% vs prior year
Spent
$502K
To programs
94%
Net assets
$1.3M
By yearFY2020–FY2024
Revenue
$627K
FY2022▲ +3%
Tap a bar for its year
Revenue by fiscal year
FY2020$638K
FY2021$608K
FY2022$627K
FY2023$654K
FY2024$694K
Expenses
$502K
FY2022▼ -8%
Tap a bar for its year
Expenses by fiscal year
FY2020$558K
FY2021$545K
FY2022$502K
FY2023$496K
FY2024$564K
Net assets
$1.3M
FY2022▲ +4%
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 FY2022 Form 990 · see the original

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You’re viewing the FY2022 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

94 cents of each dollar spent went to programs.

Program services 94% · $470K Management & general 6% · $31K

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

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Who runs it and what they're paid

8 people listed on the 990; $59K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$48,462Pt VII · Sec A
$5,652Pt VII · Sec A
Vice Preside
$4,900Pt VII · Sec A
Executive Co
$0Pt VII · Sec A
Executive Co
$0Pt VII · Sec A
Executive Co
$0Pt VII · Sec A
Executive Co
$0Pt VII · Sec A
President
$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.

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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

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Provided by the organization

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1 program · $470K · in their own filed words · FY2022
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…

$470Kprogram expense

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$627K
Ln 12
Gifts and grantsLn 1h$592K
Investment incomeLn 3$36K
Money outPt IX
$502K
Ln 25
Programscol B$470K
Managementcol C$31K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$935K
Total assetsLn 16$1.4M
LiabilitiesLn 26$116K
PeoplePt VI, VII
8
listed · VII A
PaidVII A3
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$592K
Investment incomeLn 3$36K
Gains on assetsLn 7$18K
Total revenueLn 12$627K
Assets in detailPt X, end of year
CashLn 1$409K
SavingsLn 2$526K
Cash and savings togetherLn 1–2$935K
InvestmentsLn 11–13$420K
Land, buildings, equipmentLn 10c$3K
Other assetsLn 15$56K
Total assetsLn 16$1.4M
LiabilitiesLn 26$116K
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 FY22End FY22
Cash and savingsLn 1–2$831K$935K
InvestmentsLn 11–13$461K$420K
Land, buildings, equipmentLn 10c$3K
Total assetsLn 16$1.3M$1.4M
LiabilitiesLn 26$47K$116K
Net assetsLn 32$1.3M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$152K$136K$15K
Other employee benefitsLn 9$60K$54K$6K
Payroll taxesLn 10$12K$11K$1K
Accounting feesLn 11c$11K$10K$1K
Lobbying feesLn 11d$22K$22K
Investment management feesLn 11f$1K$1K
Other fees for servicesLn 11g$26K$24K$3K
Office expensesLn 13$9K$8K$864
OccupancyLn 16$20K$18K$2K
TravelLn 17$61$61
Travel and entertainment for public officialsLn 18$6K$6K
Depreciation, depletion and amortizationLn 22$850$765$85
InsuranceLn 23$7K$6K$666
Other expenses (24a–d)Ln 24$171K$171K
All other expensesLn 24e$4K$4K
Total functional expensesLn 25$502K$470K$31K$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 Viewing $627K$502K$125K$1.3M 990 PDF
FY2021 $608K$545K$63K$1.3M 990 PDF
FY2020 $638K$558K$80K$1.2M 990 PDF

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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 FY2022 990 (6 parts)
Part I · Summary $627,122 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $578,005$591,585
I-9 Program service revenue$0
I-10 Investment incomePrior year $30,108$35,537
I-11 Other revenuePrior year $158$0
I-12 Total revenuePrior year $608,271$627,122
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $273,952$224,307
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $271,194$277,371
I-18 Total expensesPrior year $545,146$501,678
I-19 Revenue less expensesPrior year $63,125$125,444
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
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 $627,122 across 5 lines filed
VIII-1b Membership dues$591,585
VIII-1h Total contributions, gifts and grants$591,585
VIII-3 Investment incomeExcluded from tax $17,603$17,603
VIII-7 Net gain or loss on sales of assetsExcluded from tax $17,934$17,934
VIII-12 Total revenueExcluded from tax $35,537$627,122
Part IX · Statement of functional expenses $501,678 across 15 lines filed
IX-7 Other salaries and wagesPrograms $136,438 · Management $15,160$151,598
IX-9 Other employee benefitsPrograms $54,288 · Management $6,032$60,320
IX-10 Payroll taxesPrograms $11,150 · Management $1,239$12,389
IX-11c Accounting feesPrograms $10,257 · Management $1,140$11,397
IX-11d Lobbying feesPrograms $21,500$21,500
IX-11f Investment management feesManagement $1,307$1,307
IX-11g Other fees for servicesPrograms $23,716 · Management $2,722$26,438
IX-13 Office expensesPrograms $7,776 · Management $864$8,640
IX-16 OccupancyPrograms $17,982 · Management $1,998$19,980
IX-17 TravelPrograms $61$61
IX-18 Travel and entertainment for public officialsPrograms $5,620$5,620
IX-22 Depreciation, depletion and amortizationPrograms $765 · Management $85$850
IX-23 InsurancePrograms $5,990 · Management $666$6,656
IX-24 Other expenses (24a–d)Programs $170,599$170,599
IX-24e All other expensesPrograms $4,323$4,323
IX-25 Total functional expensesPrograms $470,465 · Management $31,213 · Fundraising $0$501,678
Part X · Balance sheet $1,423,624 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $308,745$409,138
X-2 Savings and temporary cash investmentsStart of year $522,021$525,519
X-9 Prepaid expenses and deferred chargesStart of year $8,193$9,459
X-10c Land, buildings and equipment, net$3,399
X-11 Publicly traded securitiesStart of year $461,250$419,712
X-15 Other assetsStart of year $1,442$56,397
X-16 Total assetsStart of year $1,301,651$1,423,624
X-17 Accounts payable and accrued expensesStart of year $47,435$61,239
X-25 Other liabilities$54,995
X-26 Total liabilitiesStart of year $47,435$116,234
X-27 Net assets without donor restrictionsStart of year $1,254,216$1,307,390
X-32 Total net assets or fund balancesStart of year $1,254,216$1,307,390
X-33 Total liabilities and net assetsStart of year $1,301,651$1,423,624
Part XI · Reconciliation of net assets $1,307,390 net assets at year end
XI-1 Total revenue$627,122
XI-2 Total expenses$501,678
XI-3 Revenue less expenses$125,444
XI-4 Net assets at start of year$1,254,216
XI-5 Net unrealized gains (losses) on investments−$72,270
XI-10 Net assets at end of year$1,307,390

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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