Civic Intelligence

Ue Research and Education Fund

EIN 25-1740134 • 501(c)3 • Pittsburgh, PA

Profile

SEE ATTACHED

Four Smithfield St - Ninth FloorPittsburgh, PA 15222

www.ueref.org

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

91st percentile

55%

Higher net margin than 91% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

94th percentile

87%

Faster asset growth than 94% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

92nd percentile

96%

Faster revenue growth than 92% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Assets

Up

$2,461,576

Up $1,757,457 (+250%) from 2023

Liabilities

Up

$4,930

Up $4,930 from 2023

Net Assets

Up

$2,456,646

Up $1,752,527 (+249%) from 2023

Revenue

Up

$2,722,820

Up $2,014,449 (+284%) from 2023

Expenses

Up

$1,224,722

Up $539,039 (+79%) from 2023

Net Income

Up

$1,498,098

Up $1,475,410 (+6503%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2014: $134,561Liabilities 2014: $264Net Assets 2014: $134,2972014Assets 2015: $113,701Liabilities 2015: $264Net Assets 2015: $113,4372015Assets 2016: $113,853Liabilities 2016: $281Net Assets 2016: $113,5722016Assets 2017: $170,604Liabilities 2017: $212Net Assets 2017: $170,3922017Assets 2018: $171,303Liabilities 2018: $212Net Assets 2018: $171,0912018Assets 2020: $363,957Liabilities 2020: $212Net Assets 2020: $363,7452020Assets 2021: $388,717Liabilities 2021: $212Net Assets 2021: $388,5052021Assets 2022: $681,431Liabilities 2022: $0Net Assets 2022: $681,4312022Assets 2023: $704,119Liabilities 2023: $0Net Assets 2023: $704,1192023Assets 2025: $2,461,576Liabilities 2025: $4,930Net Assets 2025: $2,456,6462025

Highlighted filing

2025

Assets$2,461,576
Liabilities$4,930
Net Assets$2,456,646

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2014: $483,792Expenses 2014: $497,932Net Income 2014: -$14,1402014Revenue 2015: $60,299Expenses 2015: $81,159Net Income 2015: -$20,8602015Revenue 2016: $58,888Expenses 2016: $58,753Net Income 2016: $1352016Revenue 2017: $136,613Expenses 2017: $79,793Net Income 2017: $56,8202017Revenue 2018: $118,322Expenses 2018: $117,624Net Income 2018: $6982018Revenue 2020: $246,873Expenses 2020: $87,950Net Income 2020: $158,9232020Revenue 2021: $338,342Expenses 2021: $313,582Net Income 2021: $24,7602021Revenue 2022: $763,822Expenses 2022: $471,108Net Income 2022: $292,7142022Revenue 2023: $708,371Expenses 2023: $685,683Net Income 2023: $22,6882023Revenue 2025: $2,722,820Expenses 2025: $1,224,722Net Income 2025: $1,498,0982025

Highlighted filing

2025

Revenue$2,722,820
Expenses$1,224,722
Net Income$1,498,098

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 2023 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$708,371
Mission and Program Overview

Mission

SEE ATTACHED

The ue research and education fund (the organization) is a pennsylvania non-profit organization that was founded in 1994. Its mission is to build new skills among diverse worker leaders to help them fight for economic and racial equality, for a just transition for workers, and to unite working people across borders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$202,804$403,165▲ $200,361
Cash and Non-Interest-Bearing Accounts$478,627$300,954▼ $177,673
Total Assets$681,431$704,119▲ $22,688
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$565,115$581,741▲ $16,626
Net Assets Without Donor Restrictions$116,316$122,378▲ $6,062
Total Net Assets Fund Balance$681,431$704,119▲ $22,688
Total Liabilities and Net Assets / Fund Balance$681,431$704,119▲ $22,688
Compensation and Service Providers

Board Members and Trustees

NameTitle
Carl RosenPresident
Ashley ClemmonsBoard Member
Barney OuslerBoard Member
Caitlin BruceBoard Member
Jennifer ShererBoard Member
Kari ThompsonBoard Member
Larry HopkinsBoard Member
Mark MeinsterBoard Member
Mike HealeyBoard Member
Molly RushBoard Member
Rick AdamsBoard Member
Sekia RoyalBoard Member
Andrew DinkelakerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$708,245
Program Service Revenue
$0
Investment Income
$126
Other Revenue
$0
All Other Contributions
$708,245
Change in Net Assets
$22,688

Audited Revenue Reconciliation

Revenue per Audited Statements
$708,371
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$708,371
Total Revenue per Form 990
$708,371
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$685,683
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$495,965$6,802-$502,767
Travel$110,695--$110,695
Occupancy-$19,600-$19,600
Information Technology$6,803$11,300-$18,103
Advertising$15,063--$15,063
Other Expenses$7,774$1,662-$9,436
Fees for Services Accounting-$7,859-$7,859
Insurance-$1,733-$1,733
All Other Expenses-$250-$250
Office Expenses$177--$177
Total Functional Expenses$636,477$49,206$0$685,683

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$685,683
Total Expenses per Audited Statements$685,683
Total Expenses per Form 990$685,683
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The treasurer reviews the form 990 prior to filing for approval and then it is later provided to the board for review.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are avialable upon request.

Filing and Contact Details

Filer

Filer Name
Ue Research and Education Fund
EIN
25-1740134
Phone
4124718919
Address
FOUR SMITHFIELD ST - NINTH FLOOR, PITTSBURGH, PA 15222

Signing Officer

Name
Andrew Dinkelaker
Title
Treasurer
Phone
4124718919
Signed
2023-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Dinkelaker
Formed
1994
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
0

Preparer

Firm
Kenneth M Wasserman CPA & Co Pc
Address
3616 LIBERTY AVENUE, PITTSBURGH, PA 15201-1326
Preparer
Kenneth M Wasserman CPA Co Pc
Phone
4126217737
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Contract labor: program service expenses 197,134. Management and general expenses 0. Fundraising expenses 0. Total expenses 197,134. Reimbursed expenses: program service expenses 281,299. Management and general expenses 6,802. Fundraising expenses 0. Total expenses 288,101. Translation: program service expenses 17,532. Management and general expenses 0. Fundraising expenses 0. Total expenses 17,532.

Raw XML AppendixShowing 400 of 404 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.

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IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0202804
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0403165
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0708245
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0763761
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0338239
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0246717
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0121743
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02178705
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0126
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt061
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0106
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0156
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0475
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99980
IRS990ScheduleA/PublicSupportTotal170Amt02178705
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0708245
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0763761
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0338239
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0246717
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0121743
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02178705
IRS990ScheduleA/TotalSupportAmt02179180
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0685683
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0708371
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt0685683
IRS990ScheduleD/TotalRevenuePerForm990Amt0708371
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0708371
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0685683
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TREASURER REVIEWS THE FORM 990 PRIOR TO FILING FOR APPROVAL AND THEN IT IS LATER PROVIDED TO THE BOARD FOR REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVIALABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONTRACT LABOR: PROGRAM SERVICE EXPENSES 197,134. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 197,134. REIMBURSED EXPENSES: PROGRAM SERVICE EXPENSES 281,299. MANAGEMENT AND GENERAL EXPENSES 6,802. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 288,101. TRANSLATION: PROGRAM SERVICE EXPENSES 17,532. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,532.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0681431
IRS990/TotalAssetsEOYAmt0704119
IRS990/TotalAssetsGrp/BOYAmt0681431
IRS990/TotalAssetsGrp/EOYAmt0704119
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0708245
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt049206
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0636477
IRS990/TotalFunctionalExpensesGrp/TotalAmt0685683
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0681431
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0704119
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt060380
IRS990/TotalProgramServiceExpensesAmt0636477
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0126
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0708371
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0681431
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0704119
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt0110695
IRS990/TravelGrp/TotalAmt0110695
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0FOUR SMITHFIELD ST - NINTH FLOOR
IRS990/USAddress/CityNm0PITTSBURGH
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd015222
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0WWW.UEREF.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW DINKELAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04124718919
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UE RESEARCH AND EDUCATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0UERE
ReturnHeader/Filer/EIN0251740134
ReturnHeader/Filer/PhoneNum04124718919
ReturnHeader/Filer/USAddress/AddressLine1Txt0FOUR SMITHFIELD ST - NINTH FLOOR
ReturnHeader/Filer/USAddress/CityNm0PITTSBURGH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd015222
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0874193037
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KENNETH M WASSERMAN CPA & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03616 LIBERTY AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0152011326
ReturnHeader/PreparerPersonGrp/PhoneNum04126217737
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH M WASSERMAN CPA CO PC
ReturnHeader/ReturnTs02023-11-14T14:12:55-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANDREW

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