Civic Intelligence

Utica Education Association

EIN 38-1942706 • 501(c)5 • Sterling Heights, MI

Profile

The objective of this association shall be the improvement of education, the advancement of the interests of education and of educators, the promotion of the professional growth of its members, the improvement and protection of its members' contractual rights, and solidarity with other mea and nea affiliates for the benefit of all.

13969 PlumbrookSterling Heights, MI 48312

www.ueaonline.org

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.00x

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

501(c)5 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

44th percentile

0.00x

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

501(c)5 • $500k-$1M nonprofits • Source year 2025

Net Margin

61st percentile

11%

Higher net margin than 61% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

501(c)5 • $500k-$1M nonprofits • Source year 2025

Asset Growth

64th percentile

7.7%

Faster asset growth than 64% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Revenue Growth

39th percentile

0.7%

Faster revenue growth than 39% of similar nonprofits.

501(c)5 • $500k-$1M nonprofits • Annualized from 2023 to 2025

Assets

Up

$549,758

Up $61,727 (+13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$549,758

Up $61,727 (+13%) from 2022

Revenue

Up

$291,811

Up $7,827 (+2.8%) from 2022

Expenses

Up

$230,084

Up $38,620 (+20%) from 2022

Net Income

Down

$61,727

Down $30,793 (-33%) from 2022

Trend Graphs

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2011: $150,096Liabilities 2011: $0Net Assets 2011: $150,0962011Assets 2012: $135,570Liabilities 2012: $0Net Assets 2012: $135,5702012Assets 2013: $181,396Liabilities 2013: $0Net Assets 2013: $181,3962013Assets 2014: $235,186Liabilities 2014: $0Net Assets 2014: $235,1862014Assets 2015: $259,948Liabilities 2015: $0Net Assets 2015: $259,9482015Assets 2016: $334,987Liabilities 2016: $0Net Assets 2016: $334,9872016Assets 2017: $375,349Liabilities 2017: $0Net Assets 2017: $375,3492017Assets 2018: $404,846Liabilities 2018: $0Net Assets 2018: $404,8462018Assets 2019: $352,370Liabilities 2019: $0Net Assets 2019: $352,3702019Assets 2020: $282,957Liabilities 2020: $0Net Assets 2020: $282,9572020Assets 2021: $395,511Liabilities 2021: $0Net Assets 2021: $395,5112021Assets 2022: $488,031Liabilities 2022: $0Net Assets 2022: $488,0312022Assets 2023: $549,758Liabilities 2023: $0Net Assets 2023: $549,7582023

Highlighted filing

2023

Assets$549,758
Liabilities$0
Net Assets$549,758

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,418,115Expenses 2011: $1,384,789Net Income 2011: $33,3262011Revenue 2012: $1,388,309Expenses 2012: $1,402,835Net Income 2012: -$14,5262012Revenue 2013: $1,499,738Expenses 2013: $1,453,912Net Income 2013: $45,8262013Revenue 2014: $162,190Expenses 2014: $108,400Net Income 2014: $53,7902014Revenue 2015: $160,567Expenses 2015: $135,805Net Income 2015: $24,7622015Revenue 2016: $293,292Expenses 2016: $218,253Net Income 2016: $75,0392016Revenue 2017: $282,267Expenses 2017: $241,905Net Income 2017: $40,3622017Revenue 2018: $288,366Expenses 2018: $258,869Net Income 2018: $29,4972018Revenue 2019: $293,991Expenses 2019: $346,467Net Income 2019: -$52,4762019Revenue 2020: $301,148Expenses 2020: $370,561Net Income 2020: -$69,4132020Revenue 2021: $284,165Expenses 2021: $171,611Net Income 2021: $112,5542021Revenue 2022: $283,984Expenses 2022: $191,464Net Income 2022: $92,5202022Revenue 2023: $291,811Expenses 2023: $230,084Net Income 2023: $61,7272023

Highlighted filing

2023

Revenue$291,811
Expenses$230,084
Net Income$61,727

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$0.29$0.23$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.49$0.00$0.49$0.28$0.19$0.09
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.28$0.17$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$0.00$0.28$0.30$0.37$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.29$0.35$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.40$0.29$0.26$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.28$0.24$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.33$0.00$0.33$0.29$0.22$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.00$0.26$0.16$0.14$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.16$0.11$0.05
2013Summary only. Only limited summary data is available for this year.$0.18$0.00$0.18$1.50$1.45$0.05
2012Summary only. Only limited summary data is available for this year.$0.14$0.00$0.14$1.39$1.40$0.01
2011Summary only. Only limited summary data is available for this year.$0.15$0.00$0.15$1.42$1.38$0.03
Latest Detailed Filing

The latest 2023 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Sep 1, 2021 to Aug 31, 2022
Signed
Mar 17, 2023
Return Version
2021v4.2
Gross Receipts
$283,984
Mission and Program Overview

Mission

PLEASE SEE SCHEDULE O

The improvement and protection of its members contractual rights, and solidarity with other mea and nea affiliates for the benefit of all.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$358,211$450,712▲ $92,501
Savings and Temporary Cash Investments$37,300$37,319▲ $19
Total Assets$395,511$488,031▲ $92,520
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$395,511$488,031▲ $92,520
Total Net Assets Fund Balance$395,511$488,031▲ $92,520
Total Liabilities and Net Assets / Fund Balance$395,511$488,031▲ $92,520
Compensation and Service Providers

Board Members and Trustees

NameTitle
Brian CecilPresident
Christina VerseleVice-president
Chris BrownDirector
Diana ColesDirector
Jonathan MarceauDirector
Leland CoxDirector
Mary MurphyDirector
Pam GradyDirector
Rebecca GrabowskiDirector
Melissa GronzoSecretary
Danielle Bernier-cafukTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$283,864
Program Service Revenue
$0
Investment Income
$120
Other Revenue
$0
Change in Net Assets
$92,520
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$178,951
Salaries, Compensation, and Employee Benefits$12,513
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses$10,826$31,734-$10,826
Other Salaries and Wages$10,400--$10,400
Conferences and Meetings$8,683--$8,683
Fees for Services Accounting-$7,576-$7,576
All Other Expenses$2,423$20-$2,443
Current Officers, Directors, Trustees, and Key Employees$1,613$500-$2,113
Office Expenses-$1,095-$1,095
Payments to Affiliates$1,087--$1,087
Total Functional Expenses$150,539$40,925$0$191,464
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
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
Yes
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, Section B, Line 11B

The form 990 will be reviewed by the secretary/treasurer and president of the board before the form is filed. A copy of the return is available to all board members prior to filing by request.

Form 990, Part VI, Section C, Line 19

Tax returns, financial statements, and other governing documents are made available to the public upon requests.

Form 990, Part VI, Section B, Line 15A

Compensation of the organizations key officer is a reimbursement basis. The board of directors has no control over the executive directors compensation.

Filing and Contact Details

Filer

Filer Name
Utica Education Association
EIN
38-1942706
Phone
5869788852
Address
13969 PLUMBROOK, STERLING HEIGHTS, MI 48312

Signing Officer

Name
Danielle Bernier-cafuk
Title
Treasurer
Phone
5869788852
Signed
2023-03-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Danielle Bernier-cafuk
Formed
1969
Legal Domicile
Mi
Voting Board Members
13
Independent Board Members
13
Employees
0

Preparer

Firm
Accounting Resolution LLC
Address
6001 N Adams Rd Suite 100, Bloomfield Hills, MI 48304
Preparer
Michelle K Strzynski
Phone
2483993993
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D

Program Service Expenses 8,818, Grants and allocations 0, Revenue 0 NEGOTIATIONS

Form 990, Part III, Line 4D

Program Service Expenses 12,013, Grants and allocations 0, Revenue 0 OFFICER FIELD ASSISTANT STIPENDS - VICE PRESIDENT, SECRETARY TREASURER

Form 990, Part III, Line 4D

Program Service Expenses 8,683, Grants and allocations 0, Revenue 0 CONFERENCES, CONVENTIONS AND MEETINGS

Form 990, Part III, Line 4D

Program Service Expenses 1,087, Grants and allocations 0, Revenue 0 REGIONAL DUES

Form 990, Part III, Line 4D

Program Service Expenses 2,423, Grants and allocations 0, Revenue 0 COMMITTEES

Form 990, Part III, Line 1

The objective of this association shall be the improvement of education, the advancement of the interests of educations and of educators, the promotion of the professional growth of its members, the improvement and protection of its members contractual rights, and solidarity with other mea and nea affiliates for the benefit of all.

Raw XML Appendix356 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
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IRS990/PYRevenuesLessExpensesAmt0112554
IRS990/PYSalariesCompEmpBnftPaidAmt02500
IRS990/PYTotalExpensesAmt0171611
IRS990/PYTotalRevenueAmt0284165
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt092520
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt037300
IRS990/SavingsAndTempCashInvstGrp/EOYAmt037319
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Program Service Expenses 8,818, Grants and allocations 0, Revenue 0 NEGOTIATIONS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Program Service Expenses 12,013, Grants and allocations 0, Revenue 0 OFFICER FIELD ASSISTANT STIPENDS - VICE PRESIDENT, SECRETARY TREASURER
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Program Service Expenses 8,683, Grants and allocations 0, Revenue 0 CONFERENCES, CONVENTIONS AND MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Service Expenses 1,087, Grants and allocations 0, Revenue 0 REGIONAL DUES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Program Service Expenses 2,423, Grants and allocations 0, Revenue 0 COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE OBJECTIVE OF THIS ASSOCIATION SHALL BE THE IMPROVEMENT OF EDUCATION, THE ADVANCEMENT OF THE INTERESTS OF EDUCATIONS AND OF EDUCATORS, THE PROMOTION OF THE PROFESSIONAL GROWTH OF ITS MEMBERS, THE IMPROVEMENT AND PROTECTION OF ITS MEMBERS CONTRACTUAL RIGHTS, AND SOLIDARITY WITH OTHER MEA AND NEA AFFILIATES FOR THE BENEFIT OF ALL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE FORM 990 WILL BE REVIEWED BY THE SECRETARY/TREASURER AND PRESIDENT OF THE BOARD BEFORE THE FORM IS FILED. A COPY OF THE RETURN IS AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7TAX RETURNS, FINANCIAL STATEMENTS, AND OTHER GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUESTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8COMPENSATION OF THE ORGANIZATIONS KEY OFFICER IS A REIMBURSEMENT BASIS. THE BOARD OF DIRECTORS HAS NO CONTROL OVER THE EXECUTIVE DIRECTORS COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part III, Line 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part III, Line 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part VI, Section B, Line 15a
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0395511
IRS990/TotalAssetsEOYAmt0488031
IRS990/TotalAssetsGrp/BOYAmt0395511
IRS990/TotalAssetsGrp/EOYAmt0488031
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0283864
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt040925
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0150539
IRS990/TotalFunctionalExpensesGrp/TotalAmt0191464
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0395511
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0488031
IRS990/TotalOtherProgSrvcExpenseAmt033024
IRS990/TotalProgramServiceExpensesAmt0150539
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0283984
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0395511
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0488031
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt013969 PLUMBROOK
IRS990/USAddress/CityNm0STERLING HEIGHTS
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048312
IRS990/VotingMembersGoverningBodyCnt013
IRS990/VotingMembersIndependentCnt013
IRS990/WebsiteAddressTxt0HTTPS://WWW.UEAONLINE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANIELLE BERNIER-CAFUK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05869788852
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-03-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UTICA EDUCATION ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0UTIC
ReturnHeader/Filer/EIN0381942706
ReturnHeader/Filer/PhoneNum05869788852
ReturnHeader/Filer/USAddress/AddressLine1Txt013969 PLUMBROOK
ReturnHeader/Filer/USAddress/CityNm0STERLING HEIGHTS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd048312
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0562502948
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Accounting Resolution LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06001 N Adams Rd Suite 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Bloomfield Hills
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048304
ReturnHeader/PreparerPersonGrp/PhoneNum02483993993
ReturnHeader/PreparerPersonGrp/PreparationDt02023-03-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michelle K Strzynski
ReturnHeader/ReturnTs02023-03-17T02:33:31-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DANIELLE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BERNIER-CAFUK
ReturnHeader/TaxPeriodBeginDt02021-09-01
ReturnHeader/TaxPeriodEndDt02022-08-31
ReturnHeader/TaxYr02021

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