Utah Education Association FY2021 filing

Not tax-deductible

Logan, UT501(c)(5)EIN 87-0404635Revenue $318K in FY2021

On file with the IRS15 S Main St Ste 200, 84321-5806 · Logan, UTTax-exempt since Feb 1973

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The unit is a branch of the Utah Education Association. The branch is the negotiation agency of school teachers in various school districts of northern Utah. This branch negotiates employment contracts.

100¢ of each $1 spent went to programs.
$136K 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
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
5 of 5
filings with a surplus
Average surplus $21K a year · 7% 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
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$136K
to officers and key staff · 48% of spending
Concern: pay to officers and key staff is 48% of spending; over 30%.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 6.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$58K
34% of total assets
Looks good: liabilities are 34% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$318K
Spent
$285K
To programs
100%
Net assets
$112K
By yearFY2021–FY2025
Revenue
$318K
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$318K
FY2022$264K
FY2023$277K
FY2024$299K
FY2025$313K
Expenses
$285K
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$285K
FY2022$258K
FY2023$256K
FY2024$271K
FY2025$299K
Net assets
$112K
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$112K
FY2022$118K
FY2023$140K
FY2024$168K
FY2025$182K

From the FY2021 Form 990 (year ending August 2021) · see the original

990 PDF Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

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

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $285K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

13 people listed on the 990; $136K 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
Uniserv Director
$82,295Pt VII · Sec A
Uea Board of Directors
$53,790Pt VII · Sec A
Lea Past President
$0Pt VII · Sec A
Rea President Elect
$0Pt VII · Sec A
Rea President Elect
$0Pt VII · Sec A
Rea President
$0Pt VII · Sec A
Lea President
$0Pt VII · Sec A
Beea President
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Curtis Benjamin$105,923$100,945$93,355$88,733$82,295
Monica Gowens$53,262$46,733$37,739$37,510$53,790

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

Negotiates teacher employment contracts for school districts in northern Utah.

Questions for Utah Education Association

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Provided by the organization

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1 program · $285K · in their own filed words · FY2020
01

Uniserv is the negotiation agency for school teachers in various school districts of northern utah.

$285Kprogram expense

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$318K
Ln 12
Gifts and grantsLn 1h$318K
Money outPt IX
$285K
Ln 25
Programscol B$285K
Owns and owesPt X
$112K
net assets · Ln 32
Cash and savingsLn 1–2$147K
Total assetsLn 16$170K
LiabilitiesLn 26$58K
PeoplePt VI, VII
13
listed · VII A
PaidVII A2
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$318K
Total revenueLn 12$318K
Assets in detailPt X, end of year
CashLn 1$147K
Cash and savings togetherLn 1–2$147K
Land, buildings, equipmentLn 10c$23K
Total assetsLn 16$170K
LiabilitiesLn 26$58K
Net assetsLn 32$112K
OperationsPt I, VI
EmployeesI 52
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$95K$147K
Land, buildings, equipmentLn 10c$23K
Total assetsLn 16$95K$170K
LiabilitiesLn 26$17K$58K
Net assetsLn 32$78K$112K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$165K$165K
Pension plan contributionsLn 8$86K$86K
Payroll taxesLn 10$13K$13K
TravelLn 17$3K$3K
Conferences, conventions and meetingsLn 19$2K$2K
Depreciation, depletion and amortizationLn 22$585$585
Other expenses (24a–d)Ln 24$15K$15K
Total functional expensesLn 25$285K$285K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $313K$299K$14K$182K 990 PDF
FY2024 $299K$271K$28K$168K 990 PDF
FY2023 $277K$256K$22K$140K 990 PDF
FY2022 $264K$258K$6K$118K 990 PDF
FY2021 Viewing $318K$285K$33K$112K 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 FY2021 990 (6 parts)
Part I · Summary $318,039 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $204,751$318,039
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $204,751$318,039
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $197,670$263,808
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $23,655$20,774
I-18 Total expensesPrior year $221,325$284,582
I-19 Revenue less expensesPrior year −$16,574$33,457
Part VI · Governance 15 of 15 board members independent, 1 to look at
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $318,039 across 3 lines filed
VIII-1b Membership dues$318,039
VIII-1h Total contributions, gifts and grants$318,039
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$318,039
Part IX · Statement of functional expenses $284,582 across 7 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $164,518$164,518
IX-8 Pension plan contributionsPrograms $86,318$86,318
IX-10 Payroll taxesPrograms $12,972$12,972
IX-17 TravelPrograms $3,264$3,264
IX-19 Conferences, conventions and meetingsPrograms $1,646$1,646
IX-22 Depreciation, depletion and amortizationPrograms $585$585
IX-24 Other expenses (24a–d)Programs $15,279$15,279
IX-25 Total functional expensesPrograms $284,582 · Management $0 · Fundraising $0$284,582
Part X · Balance sheet $170,146 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $95,277$147,319
X-10c Land, buildings and equipment, net$22,827
X-16 Total assetsStart of year $95,277$170,146
X-17 Accounts payable and accrued expensesStart of year $16,793$58,205
X-26 Total liabilitiesStart of year $16,793$58,205
X-27 Net assets without donor restrictionsStart of year $77,563$111,018
X-28 Net assets with donor restrictionsStart of year $921$923
X-32 Total net assets or fund balancesStart of year $78,484$111,941
X-33 Total liabilities and net assetsStart of year $95,277$170,146
Part XI · Reconciliation of net assets $111,941 net assets at year end
XI-1 Total revenue$318,039
XI-2 Total expenses$284,582
XI-3 Revenue less expenses$33,457
XI-4 Net assets at start of year$78,484
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$111,941

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

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