Civic Intelligence

Utah Association of Financial Services Foundation

EIN 26-3154283 • 501(c)3 • Salt Lake City, UT

Profile

Support Community Reinvestment Act CRA

445 East 200 South STE 100Salt Lake City, UT 84111

uafs.net

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

40th percentile

-2.3%

Higher net margin than 40% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

34th percentile

-17%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

75th percentile

25%

Faster revenue growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$17,050

Down $3,494 (-17%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$17,050

Down $3,494 (-17%) from 2023

Revenue

Up

$151,506

Up $29,968 (+25%) from 2023

Expenses

Up

$155,000

Up $48,990 (+46%) from 2023

Net Income

Down

-$3,494

Down $19,022 (-123%) from 2023

Trend Graphs

Balance Sheet Trend

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

$40K$30K$20K$10K$0Assets 2012: $32,341Liabilities 2012: $975Net Assets 2012: $31,3662012Assets 2013: $8,373Net Assets 2013: $8,3732013Assets 2014: $16,360Net Assets 2014: $16,3602014Assets 2015: $8,476Liabilities 2015: $0Net Assets 2015: $8,4762015Assets 2016: $8,100Liabilities 2016: $0Net Assets 2016: $8,1002016Assets 2017: $5,622Liabilities 2017: $0Net Assets 2017: $5,6222017Assets 2018: $7,883Liabilities 2018: $0Net Assets 2018: $7,8832018Assets 2019: $22,305Liabilities 2019: $0Net Assets 2019: $22,3052019Assets 2020: $22,808Liabilities 2020: $0Net Assets 2020: $22,8082020Assets 2021: $6,012Liabilities 2021: $0Net Assets 2021: $6,0122021Assets 2022: $5,016Liabilities 2022: $0Net Assets 2022: $5,0162022Assets 2023: $20,544Liabilities 2023: $0Net Assets 2023: $20,5442023Assets 2024: $17,050Liabilities 2024: $0Net Assets 2024: $17,0502024

Highlighted filing

2024

Assets$17,050
Liabilities$0
Net Assets$17,050

Operations Trend

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

$200K$150K$100K$50K$0-$50KRevenue 2012: $76,991Expenses 2012: $74,493Net Income 2012: $2,4982012Revenue 2013: $62,518Expenses 2013: $85,511Net Income 2013: -$22,9932013Revenue 2014: $72,012Expenses 2014: $64,025Net Income 2014: $7,9872014Revenue 2015: $68,119Expenses 2015: $76,003Net Income 2015: -$7,8842015Revenue 2016: $98,124Expenses 2016: $98,500Net Income 2016: -$3762016Revenue 2017: $108,022Expenses 2017: $110,500Net Income 2017: -$2,4782017Revenue 2018: $113,261Expenses 2018: $111,000Net Income 2018: $2,2612018Revenue 2019: $97,010Expenses 2019: $82,588Net Income 2019: $14,4222019Revenue 2020: $76,503Expenses 2020: $76,000Net Income 2020: $5032020Revenue 2021: $131,704Expenses 2021: $148,500Net Income 2021: -$16,7962021Revenue 2022: $105,004Expenses 2022: $106,000Net Income 2022: -$9962022Revenue 2023: $121,538Expenses 2023: $106,010Net Income 2023: $15,5282023Revenue 2024: $151,506Expenses 2024: $155,000Net Income 2024: -$3,4942024

Highlighted filing

2024

Revenue$151,506
Expenses$155,000
Net Income-$3,494

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 15, 2025
Return Version
2024v5.2
Gross Receipts
$151,506
Mission and Program Overview

Mission

Support Community Reinvestment Act (CRA)

Program Services

DescriptionGrantsExpenses
Donations to qualified charities and non-profit organizations.$155,000$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sherrie ReesMember-At-Large-$0--
Andrea MossPresident-$0--
Ed HaidenthallerVice President-$0--
Reese HowellMember-At-Large-$0--
Ray SpechtChairman Emeritus-$0--
John TaylorMember-At-Large-$0--
Bill DonnellySecretarytreasurer-$0--
Lew GoodwinMember-At-Large-$0--
Christi PalmerMember-At-Large-$0--
Frank PignanelliExecutive Director-$0--
Tracy SandinMember-At-Large-$0--
Mara McNielMember-At-Large-$0--
Nathan CluffMember-At-Large-$0--
Filing and Contact Details

Filer

Filer Name
Utah Association of Financial Services Foundation
EIN
26-3154283
In Care Of
% Frank Pignanelli
Address
445 East 200 South STE 100, Salt Lake City, UT 84111

Signing Officer

Name
Frank Pignanelli
Title
Executive Director
Signed
2025-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Traveller & Company LLC
Address
500 North Marketplace Dr Suite 202, Centerville, UT 84014
Preparer
Stacey Porter
Phone
8012991302
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

Grantee Asian Association of Utah Street 155 South 300 West City, State, Zip Salt Lake City, UT 84101Amount 10,000Grantee CRA Innovation Lab Street 201 S Presidents Circle City, State, Zip Salt Lake City, UT 84112Amount 10,000Grantee Friends of the Children Street 5361 S 4220 W Ste B City, State, Zip Salt Lake City, UT 84118Amount 10,000Grantee Holy Cross Ministries Street 860 E 4500 S No 204 City, State, Zip Salt Lake City, UT 84107Amount 10,000Grantee House of Hope Street 857 E 200 S City, State, Zip Salt Lake City, UT 84102Amount 5,000Grantee Neighborhood House Street 1050 West 500 South City, State, Zip Salt Lake City, UT 84104Amount 5,000Grantee NeighborWorks MCHS Street 1031 WEst Center St Ste 302 City, State, Zip Orem, UT 84057Amount 10,000Grantee Pacific Island Chamber of Commerce Street 824 S 400 W Ste B113 City, State, Zip Salt Lake City, UT 84101Amount 10,000Grantee People Helping People Street 265 E 100 S No 280 City, State, Zip Salt Lake City, UT 84111Amount 10,000Grantee Project Road Street 550 N University Ave No 215 City, State, Zip Provo, UT 84601Amount 5,000Grantee Salt Lake Habitat for Humanity Street 1276 S 500 W City, State, Zip Salt Lake City, UT 84101Amount 10,000Grantee South Valley Services Street PO Box 1028 City, State, Zip West Jordan, UT 84084Amount 10,000Grantee The INN Between Street 1216 E 1300 S City, State, Zip Salt Lake City, UT 84105Amount 10,000Grantee Utah Community Action Street 1307 S 900 W City, State, Zip Salt Lake City, UT 84104Amount 10,000Grantee Utah Partners for Health Street 7651 S Main Street City, State, Zip Midvale, UT 84047Amount 10,000Grantee Utah Youth Village Street 5800 S Highland Dr City, State, Zip Salt Lake City, UT 84121Amount 5,000Grantee Volunteers of America of Utah Street 1875 S Redwood Road City, State, Zip Centerville, UT 84014Amount 10,000Grantee YMCA Street 675 E 2100 S Ste 200 City, State, Zip Salt Lake City, UT 84106Amount 10,000Grantee Millcreek City Promise Program Street 3300 S 1300 E City, State, Zip Salt Lake City, UT 84106Amount $5,000

Raw XML Appendix216 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Grantee Asian Association of Utah Street 155 South 300 West City, State, Zip Salt Lake City, UT 84101Amount 10,000Grantee CRA Innovation Lab Street 201 S Presidents Circle City, State, Zip Salt Lake City, UT 84112Amount 10,000Grantee Friends of the Children Street 5361 S 4220 W Ste B City, State, Zip Salt Lake City, UT 84118Amount 10,000Grantee Holy Cross Ministries Street 860 E 4500 S No 204 City, State, Zip Salt Lake City, UT 84107Amount 10,000Grantee House of Hope Street 857 E 200 S City, State, Zip Salt Lake City, UT 84102Amount 5,000Grantee Neighborhood House Street 1050 West 500 South City, State, Zip Salt Lake City, UT 84104Amount 5,000Grantee NeighborWorks MCHS Street 1031 WEst Center St Ste 302 City, State, Zip Orem, UT 84057Amount 10,000Grantee Pacific Island Chamber of Commerce Street 824 S 400 W Ste B113 City, State, Zip Salt Lake City, UT 84101Amount 10,000Grantee People Helping People Street 265 E 100 S No 280 City, State, Zip Salt Lake City, UT 84111Amount 10,000Grantee Project Road Street 550 N University Ave No 215 City, State, Zip Provo, UT 84601Amount 5,000Grantee Salt Lake Habitat for Humanity Street 1276 S 500 W City, State, Zip Salt Lake City, UT 84101Amount 10,000Grantee South Valley Services Street PO Box 1028 City, State, Zip West Jordan, UT 84084Amount 10,000Grantee The INN Between Street 1216 E 1300 S City, State, Zip Salt Lake City, UT 84105Amount 10,000Grantee Utah Community Action Street 1307 S 900 W City, State, Zip Salt Lake City, UT 84104Amount 10,000Grantee Utah Partners for Health Street 7651 S Main Street City, State, Zip Midvale, UT 84047Amount 10,000Grantee Utah Youth Village Street 5800 S Highland Dr City, State, Zip Salt Lake City, UT 84121Amount 5,000Grantee Volunteers of America of Utah Street 1875 S Redwood Road City, State, Zip Centerville, UT 84014Amount 10,000Grantee YMCA Street 675 E 2100 S Ste 200 City, State, Zip Salt Lake City, UT 84106Amount 10,000Grantee Millcreek City Promise Program Street 3300 S 1300 E City, State, Zip Salt Lake City, UT 84106Amount $5,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/EIN0263154283
ReturnHeader/Filer/InCareOfNm0% Frank Pignanelli
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STACEY PORTER
ReturnHeader/ReturnTs02025-11-10T12:11:16-05:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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