Utah Education Association FY2021 filing

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The Utah Education association's mission is to advance the cause of public Education in partnership with others; strengthen the teaching profession; promote quality schools for all utah's children; and advocate the well being of its members.

501(c)(5) labor or agricultural organization; gifts are not tax-deductible as charitable contributions.
$772K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

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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
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 6
filings with a surplus
Average surplus $144K a year · 3% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 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
$772K
to officers and key staff · 19% of spending
Fine: pay to officers and key staff is 19% of spending; 15% to 20%.
Pt VII · Sec A
3 mo
of spending, in cash
Plus $5.4M in investments, Pt X · Ln 11–13
Looks good: 3.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $2.0M
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.2M
30% of total assets
Looks good: liabilities are 30% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 19 voting members
Looks good: 17 of 19 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.3M
-6% vs prior year
Spent
$4.1M
To programs
0%
Net assets
$5.1M
By yearFY2020–FY2025
Revenue
$4.3M
FY2021▼ -6%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.6M
FY2021$4.3M
FY2022$4.5M
FY2023$4.6M
FY2024$6.6M
FY2025$6.8M
Expenses
$4.1M
FY2021▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.8M
FY2021$4.1M
FY2022$4.3M
FY2023$4.7M
FY2024$5.2M
FY2025$8.5M
Net assets
$5.1M
FY2021▲ +19%
Tap a bar for its year
Net assets by fiscal year
FY2020$4.3M
FY2021$5.1M
FY2022$4.5M
FY2023$5.1M
FY2024$7.4M
FY2025$5.9M

From the FY2021 Form 990 (year ending August 2021) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1973.

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

Who runs it and what they're paid

23 people listed on the 990; $772K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$162,560Pt VII · Sec A
$131,291Pt VII · Sec A
$118,272Pt VII · Sec A
Employee
$114,429Pt VII · Sec A
$111,969Pt VII · Sec A
$111,730Pt VII · Sec A
Vice Preside
$21,269Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Bradley Bartels————$162,560$135,437
Tracey Watson$149,742$141,300$138,534$138,534$131,291$124,104
Renee Pinkney$143,094$127,711$121,110$21,900$21,269—
Jennifer Boehme$133,262$130,018$127,156$109,906——
Jay Blain$119,537$123,696$114,001$114,000$114,429$104,334
Heidi Matthews———$121,956$118,272$111,740
Brenda Pett$120,842$112,019————
Sara Jones$120,449—$115,125$114,000——

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 15aNo

Programs and updates

Strengthens teaching, promotes quality schools, and advocates for members' well-being in Utah.

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Provided by the organization

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1 program · in their own filed words · FY2020
01

The association served as representatives in labor negotiations with various school districts and provided a forum for its members to network with each other. The association serves approximately 17,000 members.

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$2.0M

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$4.3M
Ln 12
Fees for servicesLn 2g$3.4M
Gifts and grantsLn 1h$654K
Investment incomeLn 3$276K
Money outPt IX
$4.1M
Ln 25
Owns and owesPt X
$5.1M
net assets · Ln 32
Cash and savingsLn 1–2$1.0M
Total assetsLn 16$7.3M
LiabilitiesLn 26$2.2M
PeoplePt VI, VII
23
listed · VII A
PaidVII A7
Voting boardVI 1a19
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$654K
Fees for servicesLn 2g$3.4M
Investment incomeLn 3$276K
Other incomeLn 4–11$2K
Gains on assetsLn 7$152K
Total revenueLn 12$4.3M
Assets in detailPt X, end of year
CashLn 1$402K
SavingsLn 2$648K
Cash and savings togetherLn 1–2$1.0M
InvestmentsLn 11–13$5.4M
Land, buildings, equipmentLn 10c$459K
Other assetsLn 15$83K
Total assetsLn 16$7.3M
LiabilitiesLn 26$2.2M
Net assetsLn 32$5.1M
OperationsPt I, VI
EmployeesI 536
VolunteersI 640
Fiscal year endsHeaderAugust
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
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$868K$1.0M
InvestmentsLn 11–13$4.8M$5.4M
Land, buildings, equipmentLn 10c$436K$459K
Total assetsLn 16$6.6M$7.3M
LiabilitiesLn 26$2.3M$2.2M
Net assetsLn 32$4.3M$5.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$176K
Other salaries and wagesLn 7$1.8M
Pension plan contributionsLn 8$515K
Other employee benefitsLn 9$384K
Payroll taxesLn 10$136K
Legal feesLn 11b$259K
Accounting feesLn 11c$44K
Investment management feesLn 11f$21K
Office expensesLn 13$52K
Information technologyLn 14$88K
OccupancyLn 16$76K
TravelLn 17$35K
Conferences, conventions and meetingsLn 19$19K
Depreciation, depletion and amortizationLn 22$8K
InsuranceLn 23$12K
Other expenses (24a–d)Ln 24$506K
All other expensesLn 24e−$29K
Total functional expensesLn 25$4.1M$0$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $6.8M$8.5M−$1.7M$5.9M 990 PDF
FY2024 $6.6M$5.2M$1.4M$7.4M 990 PDF
FY2023 $4.6M$4.7M−$111K$5.1M 990 PDF
FY2022 $4.5M$4.3M$279K$4.5M 990 PDF
FY2021 Viewing $4.3M$4.1M$228K$5.1M 990 PDF
FY2020 $4.6M$3.8M$778K$4.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $4,327,639 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,054,564$654,115
I-9 Program service revenuePrior year $3,221,889$3,395,441
I-10 Investment incomePrior year $313,091$275,833
I-11 Other revenuePrior year $8,100$2,250
I-12 Total revenuePrior year $4,597,644$4,327,639
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $2,827,351$3,008,294
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $992,696$1,091,613
I-18 Total expensesPrior year $3,820,047$4,099,907
I-19 Revenue less expensesPrior year $777,597$227,732
Part VI · Governance 17 of 19 board members independent, 2 to look at
VI-1a Voting members of the governing body19
VI-1b Independent voting members17
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $4,327,639 across 7 lines filed
VIII-1f All other contributions, gifts and grants$654,115
VIII-1h Total contributions, gifts and grants$654,115
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $3,395,441$3,395,441
VIII-3 Investment incomeExcluded from tax $123,703$123,703
VIII-6 Net rental income or lossExcluded from tax $2,250$2,250
VIII-7 Net gain or loss on sales of assetsExcluded from tax $152,130$152,130
VIII-12 Total revenueRelated to mission $3,395,441 · Excluded from tax $278,083$4,327,639
Part IX · Statement of functional expenses $4,099,907 across 17 lines filed
IX-5 Pay of current officers, directors and key staff$176,053
IX-7 Other salaries and wages$1,797,209
IX-8 Pension plan contributions$514,661
IX-9 Other employee benefits$384,453
IX-10 Payroll taxes$135,918
IX-11b Legal fees$259,374
IX-11c Accounting fees$43,728
IX-11f Investment management fees$21,372
IX-13 Office expenses$52,183
IX-14 Information technology$87,833
IX-16 Occupancy$75,940
IX-17 Travel$34,714
IX-19 Conferences, conventions and meetings$19,044
IX-22 Depreciation, depletion and amortization$8,031
IX-23 Insurance$12,000
IX-24 Other expenses (24a–d)$506,292
IX-24e All other expenses−$28,898
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$4,099,907
Part X · Balance sheet $7,296,139 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $465,622$401,999
X-2 Savings and temporary cash investmentsStart of year $402,585$647,898
X-4 Accounts receivableStart of year $390,471$315,141
X-9 Prepaid expenses and deferred chargesStart of year $7,602$14,044
X-10c Land, buildings and equipment, netStart of year $435,583$459,320
X-11 Publicly traded securitiesStart of year $4,765,717$5,374,509
X-15 Other assetsStart of year $112,601$83,228
X-16 Total assetsStart of year $6,580,181$7,296,139
X-17 Accounts payable and accrued expensesStart of year $374,919$165,299
X-19 Deferred revenueStart of year $4,419$11,919
X-25 Other liabilitiesStart of year $1,895,881$1,982,618
X-26 Total liabilitiesStart of year $2,275,219$2,159,836
X-27 Net assets without donor restrictionsStart of year $3,551,366$4,624,133
X-28 Net assets with donor restrictionsStart of year $753,596$512,170
X-32 Total net assets or fund balancesStart of year $4,304,962$5,136,303
X-33 Total liabilities and net assetsStart of year $6,580,181$7,296,139
Part XI · Reconciliation of net assets $5,136,303 net assets at year end
XI-1 Total revenue$4,327,639
XI-2 Total expenses$4,099,907
XI-3 Revenue less expenses$227,732
XI-4 Net assets at start of year$4,304,962
XI-5 Net unrealized gains (losses) on investments$339,714
XI-9 Other changes in net assets$263,895
XI-10 Net assets at end of year$5,136,303

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

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