Civic Intelligence

Utah Genealogical Association

EIN 23-7244371 • 501(c)3 • Salt Lake City, UT

Profile

The utah genealogical association provides genealogical information, sources and education through personal instruction and published media on state, national and international family history topics, while promoting high standards and ethical practices.

P O Box 1144Salt Lake City, UT 84110

ugagenealogy.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

60th percentile

9.7%

Higher net margin than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2025

Assets

Up

$711,912

Up $187,608 (+36%) from 2021

Liabilities

Down

$0

Down $5,542 (-100%) from 2021

Net Assets

Up

$711,912

Up $193,150 (+37%) from 2021

Revenue

Down

$360,013

Down $71,734 (-17%) from 2021

Expenses

Up

$325,122

Up $103,422 (+47%) from 2021

Net Income

Down

$34,891

Down $175,156 (-83%) from 2021

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2014: $45,736Liabilities 2014: $0Net Assets 2014: $45,7362014Assets 2015: $63,286Liabilities 2015: $0Net Assets 2015: $63,2862015Assets 2016: $94,769Liabilities 2016: $0Net Assets 2016: $94,7692016Assets 2017: $132,357Liabilities 2017: $0Net Assets 2017: $132,3572017Assets 2018: $172,275Liabilities 2018: $0Net Assets 2018: $172,2752018Assets 2020: $308,715Liabilities 2020: $0Net Assets 2020: $308,7152020Assets 2021: $524,304Liabilities 2021: $5,542Net Assets 2021: $518,7622021Assets 2025: $711,912Liabilities 2025: $0Net Assets 2025: $711,9122025

Highlighted filing

2025

Assets$711,912
Liabilities$0
Net Assets$711,912

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2014: $161,922Expenses 2014: $168,589Net Income 2014: -$6,6672014Revenue 2015: $180,848Expenses 2015: $163,298Net Income 2015: $17,5502015Revenue 2016: $229,052Expenses 2016: $197,821Net Income 2016: $31,2312016Revenue 2017: $300,321Expenses 2017: $262,733Net Income 2017: $37,5882017Revenue 2018: $295,244Expenses 2018: $255,326Net Income 2018: $39,9182018Revenue 2020: $409,167Expenses 2020: $347,199Net Income 2020: $61,9682020Revenue 2021: $431,747Expenses 2021: $221,700Net Income 2021: $210,0472021Revenue 2025: $360,013Expenses 2025: $325,122Net Income 2025: $34,8912025

Highlighted filing

2025

Revenue$360,013
Expenses$325,122
Net Income$34,891

Filings

Latest Detailed Filing

The latest 2025 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Nov 11, 2021
Return Version
2020v4.0
Gross Receipts
$431,747
Mission and Program Overview

Mission

The utah genealogical association provides genealogical information, sources and education through personal instruction and published media on state, national and international family history topics, while promoting high standards and ethical practices.

The utah genealogical association provides genealogical information, sources and education through personal instruction and published media on state, national and international family history topics, while promoting high standared and ethical practices.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$308,715$523,809▲ $215,094
Accounts Receivable-$495-
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$308,715$524,304▲ $215,589
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses-$5,542-
Total Liabilities$0$5,542▲ $5,542
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$308,715$518,762▲ $210,047
Total Net Assets Fund Balance$308,715$518,762▲ $210,047
Total Liabilities and Net Assets / Fund Balance$308,715$524,304▲ $215,589
Compensation and Service Providers

Board Members and Trustees

NameTitle
Irene RossmanChairman
Julia AndersonChairman
Kelly SumersPresident
Gerhard RufDirector
Liz MillerDirector
Lynne ShumwayDirector
Michael StraussDirector
Mike BronnerDirector
Peg IvanyoDirector
Tanner TolmanDirector
Tristan TolmanDirector
Zachary HamiltonDirector
Claudia SudweeksSecretary
Jim FredricksonTreasurer
Teresa BrooksTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$431,581
Investment Income
$166
Other Revenue
$0
Change in Net Assets
$210,047
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$221,700
Total Fundraising Expense$188
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$11,865$27,962$188$40,015
Other Expenses$15,392$11,617-$11,617
Total Functional Expenses$181,933$39,579$188$221,700
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Utah Genealogical Association
EIN
23-7244371
Phone
8012594172
Address
P O BOX 1144, SALT LAKE CITY, UT 84110

Signing Officer

Name
Tristan Tolman
Title
Vice President
Signed
2021-11-11
Discuss with paid preparer
Yes

Organization Details

Formed
1972
Legal Domicile
Ut
Voting Board Members
15
Independent Board Members
0
Employees
0

Preparer

Firm
Ww Financial Services
Address
4 CIRCLE OAKS, SANDY, UT 84092-5503
Preparer
Wanda Williamson CPA
Phone
8015719068
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E: Other Expenses

ADVISORY COMMITTEE EXPENSE: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

AWARDS: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

BAD DEBT: Column (A) - Total = $6650; Column (B) - Program Services = $0; Column (C) - Management & General = $6650; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

CHAPTER SUPPORT: Column (A) - Total = $3150; Column (B) - Program Services = $0; Column (C) - Management & General = $3150; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

INSURANCE: Column (A) - Total = $702; Column (B) - Program Services = $0; Column (C) - Management & General = $702; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

LICENSES: Column (A) - Total = $10; Column (B) - Program Services = $0; Column (C) - Management & General = $10; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

MARKETNG: Column (A) - Total = $783; Column (B) - Program Services = $595; Column (C) - Management & General = $0; Column (D) - Fundraising = $188

Form 990, Part IX, Line 24E: Other Expenses

MEALS: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

MERCHANT FEES: Column (A) - Total = $9425; Column (B) - Program Services = $0; Column (C) - Management & General = $9425; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

OUTSIDE SERVICES: Column (A) - Total = $3446; Column (B) - Program Services = $0; Column (C) - Management & General = $3446; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

POSTAGE: Column (A) - Total = $1075; Column (B) - Program Services = $630; Column (C) - Management & General = $445; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

PRINTING: Column (A) - Total = $443; Column (B) - Program Services = $0; Column (C) - Management & General = $443; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

REFERENCE: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

RENT: Column (A) - Total = $1446; Column (B) - Program Services = $641; Column (C) - Management & General = $805; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

SLIG VIRTUAL: Column (A) - Total = $4207; Column (B) - Program Services = $4207; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

SOFTWARE: Column (A) - Total = $2205; Column (B) - Program Services = $0; Column (C) - Management & General = $2205; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

SUPPLIES: Column (A) - Total = $164; Column (B) - Program Services = $110; Column (C) - Management & General = $54; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

SWIG EXPENSE: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

SYLLABUS: Column (A) - Total = $5682; Column (B) - Program Services = $5682; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

TELEPHONE: Column (A) - Total = $190; Column (B) - Program Services = $0; Column (C) - Management & General = $190; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

TRANSPORTATION: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0

Form 990, Part IX, Line 24E: Other Expenses

TRAVEL: Column (A) - Total = $437; Column (B) - Program Services = $0; Column (C) - Management & General = $437; Column (D) - Fundraising = $0

Raw XML AppendixShowing 400 of 502 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt05542
IRS990/AccountsReceivableGrp/EOYAmt0495
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE UTAH GENEALOGICAL ASSOCIATION PROVIDES GENEALOGICAL INFORMATION, SOURCES AND EDUCATION THROUGH PERSONAL INSTRUCTION AND PUBLISHED MEDIA ON STATE, NATIONAL AND INTERNATIONAL FAMILY HISTORY TOPICS, WHILE PROMOTING HIGH STANDARED AND ETHICAL PRACTICES.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/FundraisingAmt0188
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt027962
IRS990/AllOtherExpensesGrp/ProgramServicesAmt011865
IRS990/AllOtherExpensesGrp/TotalAmt040015
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0TRISTAN TOLMAN
IRS990/BooksInCareOfDetail/PhoneNum08013805924
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05902 WOODSHIRE LANE
IRS990/BooksInCareOfDetail/USAddress/CityNm0HIGHLAND
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0UT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd084003
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0308715
IRS990/CashNonInterestBearingGrp/EOYAmt0523809
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0166
IRS990/CYOtherExpensesAmt0221700
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0431581
IRS990/CYRevenuesLessExpensesAmt0210047
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0221700
IRS990/CYTotalFundraisingExpenseAmt0188
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0431747
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0GENEALOGICAL INSTRUCTION COURSES
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0181933
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0MIKE BRONNER
IRS990/Form990PartVIISectionAGrp/PersonNm1KELLY SUMERS
IRS990/Form990PartVIISectionAGrp/PersonNm2LIZ MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL STRAUSS
IRS990/Form990PartVIISectionAGrp/PersonNm4PEG IVANYO
IRS990/Form990PartVIISectionAGrp/PersonNm5TANNER TOLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6TRISTAN TOLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7GERHARD RUF
IRS990/Form990PartVIISectionAGrp/PersonNm8ZACHARY HAMILTON
IRS990/Form990PartVIISectionAGrp/PersonNm9LYNNE SHUMWAY
IRS990/Form990PartVIISectionAGrp/PersonNm10CLAUDIA SUDWEEKS
IRS990/Form990PartVIISectionAGrp/PersonNm11JIM FREDRICKSON
IRS990/Form990PartVIISectionAGrp/PersonNm12JULIA ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm13IRENE ROSSMAN
IRS990/Form990PartVIISectionAGrp/PersonNm14TERESA BROOKS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0Director
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt11Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt12Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt13Chairman
IRS990/Form990PartVIISectionAGrp/TitleTxt14Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0431747
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0166
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0166
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt041
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0UT
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0THE UTAH GENEALOGICAL ASSOCIATION PROVIDES GENEALOGICAL INFORMATION, COURCES AND EDUCATION THROUGH PERSONAL INSTRUCTION AND PUBLISED MEDIA ON STATE, NATIONAL AND INTERNATIONAL FAMILY HISTORY TOPICS, WHILE PROMOTING HIGH STANDARDS AND ETHICAL PRACTICES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0308715
IRS990/NetAssetsOrFundBalancesEOYAmt0518762
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt02185
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0308715
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0518762
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PRESENTERS
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2DIRECTOR SERVICES
IRS990/OtherExpensesGrp/Desc3PUBLICATIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011617
IRS990/OtherExpensesGrp/ProgramServicesAmt0130942
IRS990/OtherExpensesGrp/ProgramServicesAmt123734
IRS990/OtherExpensesGrp/ProgramServicesAmt215392
IRS990/OtherExpensesGrp/TotalAmt0130942
IRS990/OtherExpensesGrp/TotalAmt123734
IRS990/OtherExpensesGrp/TotalAmt215392
IRS990/OtherExpensesGrp/TotalAmt311617
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0PUB & SPECIAL EVENTS
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/BusinessCd1611710
IRS990/ProgramServiceRevenueGrp/Desc0CONFERENCES DAVIS
IRS990/ProgramServiceRevenueGrp/Desc1CONFERENCE-SLIG
IRS990/ProgramServiceRevenueGrp/Desc2Membership Dues & Assessments
IRS990/ProgramServiceRevenueGrp/ExclusionAmt028816
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02185
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1400580
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02185
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1400580
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt228816
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt029871
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01041
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0347199
IRS990/PYOtherRevenueAmt0460
IRS990/PYProgramServiceRevenueAmt0377795
IRS990/PYRevenuesLessExpensesAmt061968
IRS990/PYTotalExpensesAmt0347199
IRS990/PYTotalRevenueAmt0409167
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0210047
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028783
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt029306
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt057277
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt027279
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0142645
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0166
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0565
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt054
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0813
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt00
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0166
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0565
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt054
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt028
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0813
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0142645
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt028783
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt029306
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt057277
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt027279
IRS990ScheduleA/Total509Grp/TotalAmt0142645
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt028949
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt029871
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt057331
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt027307
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0143458
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADVISORY COMMITTEE EXPENSE: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AWARDS: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BAD DEBT: Column (A) - Total = $6650; Column (B) - Program Services = $0; Column (C) - Management & General = $6650; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHAPTER SUPPORT: Column (A) - Total = $3150; Column (B) - Program Services = $0; Column (C) - Management & General = $3150; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6INSURANCE: Column (A) - Total = $702; Column (B) - Program Services = $0; Column (C) - Management & General = $702; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LICENSES: Column (A) - Total = $10; Column (B) - Program Services = $0; Column (C) - Management & General = $10; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8MARKETNG: Column (A) - Total = $783; Column (B) - Program Services = $595; Column (C) - Management & General = $0; Column (D) - Fundraising = $188
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MEALS: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10MERCHANT FEES: Column (A) - Total = $9425; Column (B) - Program Services = $0; Column (C) - Management & General = $9425; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11OUTSIDE SERVICES: Column (A) - Total = $3446; Column (B) - Program Services = $0; Column (C) - Management & General = $3446; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12POSTAGE: Column (A) - Total = $1075; Column (B) - Program Services = $630; Column (C) - Management & General = $445; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13PRINTING: Column (A) - Total = $443; Column (B) - Program Services = $0; Column (C) - Management & General = $443; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14REFERENCE: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15RENT: Column (A) - Total = $1446; Column (B) - Program Services = $641; Column (C) - Management & General = $805; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt16SLIG VIRTUAL: Column (A) - Total = $4207; Column (B) - Program Services = $4207; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt17SOFTWARE: Column (A) - Total = $2205; Column (B) - Program Services = $0; Column (C) - Management & General = $2205; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt18SUPPLIES: Column (A) - Total = $164; Column (B) - Program Services = $110; Column (C) - Management & General = $54; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt19SWIG EXPENSE: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt20SYLLABUS: Column (A) - Total = $5682; Column (B) - Program Services = $5682; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt21TELEPHONE: Column (A) - Total = $190; Column (B) - Program Services = $0; Column (C) - Management & General = $190; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22TRANSPORTATION: Column (A) - Total = $0; Column (B) - Program Services = $0; Column (C) - Management & General = $0; Column (D) - Fundraising = $0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt23TRAVEL: Column (A) - Total = $437; Column (B) - Program Services = $0; Column (C) - Management & General = $437; Column (D) - Fundraising = $0

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $500k-$1M nonprofits