Boulder Westminster Uniserv

Not tax-deductible

Lafayette, CO501(c)(5)EIN 84-1190341Revenue $427K in FY2025

On file with the IRS1345 Plaza CT N Ste 4b, 80026-2832 · Lafayette, COTax-exempt since Jun 1992

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The only activity is the supervision of the directors who provide service to the member organization which are school distrct labor organizaitons.

Run by 20 volunteers and 3 employees.
Mission: Form 990 Part I, line 1 · People: Part I, lines 5–6

Before you give

FY2025 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 4
filings with a surplus
Average surplus $38K a year · 9% of revenue · last 4 filings
Looks good: a surplus in 4 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$230K
to officers and key staff · 60% of spending
Concern: pay to officers and key staff is 60% of spending; over 30%.
Pt VII · Sec A
Cash reserves
9 mo
of spending, in cash
Looks good: 8.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $142K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$585
0.2% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$427K
+3% vs prior year
Spent
$387K
To programs
0%
Net assets
$288K
By yearFY2021–FY2025
Revenue
$427K
FY2025▲ +3%
Tap a bar for its year
Revenue by fiscal year
FY2021$381K
FY2023$403K
FY2024$417K
FY2025$427K
Expenses
$387K
FY2025▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2021$354K
FY2023$360K
FY2024$375K
FY2025$387K
Net assets
$288K
FY2025▲ +16%
Tap a bar for its year
Net assets by fiscal year
FY2021$162K
FY2023$206K
FY2024$248K
FY2025$288K

From the FY2025 Form 990 (year ending August 2025) · see the original

990 PDF Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jun 1992.

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

Who runs it and what they're paid

6 people listed on the 990; $230K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$139,711Pt VII · Sec A
$90,753Pt VII · Sec A
Unit Chair
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

Compensation history total reportable pay by year · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2021
John Whetzel$139,711$134,500$127,488$117,335
Eric Herold$90,753$80,997$40,444—
Peter Morris——$36,680$86,637

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

Oversees directors who serve member school district labor organizations.

Questions for Boulder Westminster Uniserv

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Provided by the organization

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1 program · in their own filed words · FY2024
01

To empower our members to advocate for our profession and collectively promote great public schools.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 1 funder$142K

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$427K
Ln 12
Gifts and grantsLn 1h$427K
Investment incomeLn 3$10
Money outPt IX
$387K
Ln 25
Owns and owesPt X
$288K
net assets · Ln 32
Cash and savingsLn 1–2$277K
Total assetsLn 16$288K
LiabilitiesLn 26$585
PeoplePt VI, VII
6
listed · VII A
PaidVII A2
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$427K
Investment incomeLn 3$10
Gains on assetsLn 7$0
Total revenueLn 12$427K
Assets in detailPt X, end of year
CashLn 1$225K
SavingsLn 2$53K
Cash and savings togetherLn 1–2$277K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$3K
Other assetsLn 15$8K
Total assetsLn 16$288K
LiabilitiesLn 26$585
Net assetsLn 32$288K
OperationsPt I, VI
EmployeesI 53
VolunteersI 620
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$236K$277K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$4K$3K
Total assetsLn 16$248K$288K
LiabilitiesLn 26$0$585
Net assetsLn 32$248K$288K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$230K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$36K
Other employee benefitsLn 9$46K
Payroll taxesLn 10$24K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$6K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$6K
Advertising and promotionLn 12$0
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$12K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$7K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$1K
InsuranceLn 23$815
Other expenses (24a–d)Ln 24$18K
All other expensesLn 24e$5
Total functional expensesLn 25$387K$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $427K$387K$40K$288K 990 PDF
FY2024 $417K$375K$42K$248K 990 PDF
FY2023 $403K$360K$44K$206K 990 PDF
FY2022 Not on file
FY2021 $381K$354K$27K$162K 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 FY2025 990 (6 parts)
Part I · Summary $427,363 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $416,756$427,353
I-9 Program service revenue$0
I-10 Investment incomePrior year $10$10
I-11 Other revenue$0
I-12 Total revenuePrior year $416,766$427,363
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $321,055$336,352
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $54,021$50,625
I-18 Total expensesPrior year $375,076$386,977
I-19 Revenue less expensesPrior year $41,690$40,386
Part VI · Governance 13 of 13 board members independent, 3 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $427,363 across 9 lines filed
VIII-1b Membership dues$217,970
VIII-1d Related organizations$209,383
VIII-1h Total contributions, gifts and grants$427,353
VIII-3 Investment incomeExcluded from tax $10$10
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueExcluded from tax $10$427,363
Part IX · Statement of functional expenses $386,977 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$230,464
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$36,333
IX-9 Other employee benefits$45,537
IX-10 Payroll taxes$24,018
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$6,500
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$5,750
IX-12 Advertising and promotion$0
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$12,000
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$6,549
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$1,012
IX-23 Insurance$815
IX-24 Other expenses (24a–d)$17,994
IX-24e All other expenses$5
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$386,977
Part X · Balance sheet $288,473 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $183,166$224,615
X-2 Savings and temporary cash investmentsStart of year $52,610$52,621
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, netStart of year $4,222$3,210
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $7,504$8,027
X-16 Total assetsStart of year $247,502$288,473
X-25 Other liabilities$585
X-26 Total liabilitiesStart of year $0$585
X-32 Total net assets or fund balancesStart of year $247,502$287,888
X-33 Total liabilities and net assetsStart of year $247,502$288,473
Part XI · Reconciliation of net assets $287,888 net assets at year end
XI-1 Total revenue$427,363
XI-2 Total expenses$386,977
XI-3 Revenue less expenses$40,386
XI-4 Net assets at start of year$247,502
XI-10 Net assets at end of year$287,888

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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