Civic Intelligence

Utah Music Educators Association

EIN 74-2379342 • 501(c)3 • American Fork, UT

Profile

To improve existing music education programs and create opportunites for learning and growth in the musical arts

140 N 800 EAmerican Fork, UT 84003

www.umea.us

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 2023

Liabilities / Revenue

34th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

28th percentile

-6.2%

Higher net margin than 28% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

20th percentile

-9.2%

Faster asset growth than 20% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

51st percentile

7.1%

Faster revenue growth than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$382,675

Up $55,345 (+17%) from 2023

Liabilities

Up

$1,645

Up $1,645 from 2023

Net Assets

Up

$381,030

Up $53,700 (+16%) from 2023

Revenue

Up

$648,405

Up $96,921 (+18%) from 2023

Expenses

Up

$613,052

Up $27,188 (+4.6%) from 2023

Net Income

Up

$35,353

Up $69,733 (+203%) from 2023

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $242,231Liabilities 2011: $0Net Assets 2011: $242,2312011Assets 2012: $269,745Liabilities 2012: $0Net Assets 2012: $269,7452012Assets 2013: $270,074Liabilities 2013: $0Net Assets 2013: $270,0742013Assets 2014: $276,814Liabilities 2014: $0Net Assets 2014: $276,8142014Assets 2015: $299,088Liabilities 2015: $0Net Assets 2015: $299,0882015Assets 2016: $351,785Liabilities 2016: $0Net Assets 2016: $351,7852016Assets 2017: $317,297Liabilities 2017: $0Net Assets 2017: $317,2972017Assets 2018: $318,944Liabilities 2018: $0Net Assets 2018: $318,9442018Assets 2019: $380,044Liabilities 2019: $0Net Assets 2019: $380,0442019Assets 2020: $365,284Liabilities 2020: $0Net Assets 2020: $365,2842020Assets 2021: $392,941Liabilities 2021: $2,184Net Assets 2021: $390,7572021Assets 2022: $360,653Liabilities 2022: $2,909Net Assets 2022: $357,7442022Assets 2023: $327,330Liabilities 2023: $0Net Assets 2023: $327,3302023Assets 2024: $382,675Liabilities 2024: $1,645Net Assets 2024: $381,0302024

Highlighted filing

2024

Assets$382,675
Liabilities$1,645
Net Assets$381,030

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $281,338Expenses 2011: $283,267Net Income 2011: -$1,9292011Revenue 2012: $349,315Expenses 2012: $317,627Net Income 2012: $31,6882012Expenses 2013: $307,0612013Revenue 2014: $327,299Expenses 2014: $320,858Net Income 2014: $6,4412014Revenue 2015: $368,643Expenses 2015: $346,587Net Income 2015: $22,0562015Revenue 2016: $330,160Expenses 2016: $277,461Net Income 2016: $52,6992016Revenue 2017: $314,023Expenses 2017: $348,510Net Income 2017: -$34,4872017Revenue 2018: $383,593Expenses 2018: $379,140Net Income 2018: $4,4532018Revenue 2019: $443,612Expenses 2019: $417,647Net Income 2019: $25,9652019Revenue 2020: $384,656Expenses 2020: $402,318Net Income 2020: -$17,6622020Revenue 2021: $245,234Expenses 2021: $232,772Net Income 2021: $12,4622021Revenue 2022: $514,840Expenses 2022: $521,188Net Income 2022: -$6,3482022Revenue 2023: $551,484Expenses 2023: $585,864Net Income 2023: -$34,3802023Revenue 2024: $648,405Expenses 2024: $613,052Net Income 2024: $35,3532024

Highlighted filing

2024

Revenue$648,405
Expenses$613,052
Net Income$35,353

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.83$0.02$3.81$6.48$6.13$0.35
2023Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$5.51$5.86$0.34
2022Detailed filing. Detailed filing data is available for this year.$3.61$0.03$3.58$5.15$5.21$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.93$0.02$3.91$2.45$2.33$0.12
2020Detailed filing. Detailed filing data is available for this year.$3.65$0.00$3.65$3.85$4.02$0.18
2019Detailed filing. Detailed filing data is available for this year.$3.80$0.00$3.80$4.44$4.18$0.26
2018Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$3.84$3.79$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.17$0.00$3.17$3.14$3.49$0.34
2016Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$3.30$2.77$0.53
2015Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$3.69$3.47$0.22
2014Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$3.27$3.21$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.70$0.00$2.70$3.07
2012Summary only. Only limited summary data is available for this year.$2.70$0.00$2.70$3.49$3.18$0.32
2011Summary only. Only limited summary data is available for this year.$2.42$0.00$2.42$2.81$2.83$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 23, 2025
Return Version
2023v6.0
Gross Receipts
$1,040,494
Mission and Program Overview

Mission

To improve existing music education programs and create opportunites for learning and growth in the musical arts

Improve educational opportunities for music educators and students in the state of Utah.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$221,545$235,355▲ $13,810
Savings and Temporary Cash Investments$96,942$97,184▲ $242
Cash and Non-Interest-Bearing Accounts$8,843$45,255▲ $36,412
Accounts Receivable-$4,881-
Total Assets$327,330$382,675▲ $55,345
Liabilities
Accounts Payable and Accrued Expenses$0$1,645▲ $1,645
Total Liabilities$0$1,645▲ $1,645
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$327,330$381,030▲ $53,700
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$327,330$381,030▲ $53,700
Total Liabilities and Net Assets / Fund Balance$327,330$382,675▲ $55,345
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
John MillerTreasurer & Competition CoordinatorPT$11,264$11,264
Sharee JorgensenExecutive Director-$6,000$6,000

Board Members and Trustees

NameTitle
Geoff AndersonImmediate Past President
Robert SchmidtPresident
Adam LambertPresident Elect
Rachel WheelerVice President Orchestra
Orien LandisVice-President Band
JP KentrosVice-President Choral
Jamie StuckiVice-President Elementary
Vance LarsenVice-President Higher Education
Keith SorensenVice-President Jazz
Shannon SowbyVice-President Jr High
Revenue and Support

Revenue Composition

Contributions and Grants
$3,279
Program Service Revenue
$648,068
Investment Income
$-2,942
Other Revenue
$0
All Other Contributions
$3,279
Change in Net Assets
$35,353
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$595,788
Salaries, Compensation, and Employee Benefits$17,264
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$187,270$10,625$0$197,895
Conferences and Meetings$122,073$0$0$122,073
Office Expenses$69,440$10,812$0$80,252
Travel$54,702$6,364$0$61,066
Occupancy$28,159$0$0$28,159
All Other Expenses$18,848$7,215$0$26,063
Current Officers, Directors, Trustees, and Key Employees$5,264$12,000$0$17,264
Insurance$0$5,431$0$5,431
Information Technology$1,597$2,251$0$3,848
Fees for Services Accounting$0$560$0$560
Other Expenses$427$0$0$427
Total Functional Expenses$557,794$55,258$0$613,052
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
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Active Membership; Anyone actively engaged in music education may become an active member of this association upon payment of the prescribed dues. Active members shall have the privileges of voting and holding office. Sustaining Membership; Any firm or institution desiring to contribute to the support of this association may become a sustaining member upon payment of full active dues. Sustaining membership entitles one person from the firm or institution to the rights and privileges of active membership. Retired Membership; Any former music educator who has retired from teaching or other music education related work and who was an active member of NAfME for at least ten years prior to retirement may become a retired member of this association upon payment of the prescribed dues. Retired members whose dues are fully paid shall have the privilege of voting but not of holding elected office in the association. Collegiate Membership; Upon payment of the prescribed dues and compliance with the regulations of NAfME, a music education student at the college level who is not employed as a teacher may become a chapter member of UMEA and NAfME, with full active membership rights and privileges except the right to vote and hold elected office. TriM Membership; Upon payment of the Prescribed dues and compliance with the regulations of NAfME, a music student at the secondary school level may become a chapter member of UMEA and NAfME with full active membership rights and privileges except the right to vote and hold elected office.

Form 990, Part VI, Section A, Line 7A

Active Members, Sustaining Members, and Retired Members have the right to vote for the members of the Governing Board.

Form 990, Part VI, Section A, Line 7B

Active Members, Sustaining Members, and Retired Members have the right to vote for Bylaw Amendments.

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

The 990 is distributed by email to all governing board members.

Form 990, Part VI, Section B, Line 12C

Any potential conflict of interest that could result in a direct or indirect financial or personal benefit to a board member or association member must be disclosed in good faith. All questions as to whether a conflict of interest exists are resolved by a vote of the Executive Board in which the interested individual may not vote.

Form 990, Part VI, Section C, Line 19

The governing documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Utah Music Educators Association
EIN
74-2379342
Phone
8017569442
Address
140 N 800 E, American Fork, UT 84003

Signing Officer

Name
John Miller
Title
Treasurer
Phone
8017569442
Signed
2025-02-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Schmidt
Formed
1985
Legal Domicile
Ut
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
200

Preparer

Firm
Jeremy Brown
Address
3474 N 1270 W, Pleasant Grove, UT 84062
Preparer
Jeremy Brown
Phone
8013681176
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Audition Evaluator: $9,314; Event Management: $19,121; Event Judges and other Professionals: $91,780; Event Hosts: $75,180; Rehearsal Tapes: $2,500

Form 990, Part XI, Line 9

Rounding

Raw XML AppendixShowing 400 of 543 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/Form990PartVIISectionAGrp/TitleTxt4President Elect
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IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice-President Higher Education
IRS990/Form990PartVIISectionAGrp/TitleTxt9Vice President Orchestra
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice-President Jazz
IRS990/Form990PartVIISectionAGrp/TitleTxt11Vice-President Jr High
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IRS990/MissionDesc0To improve existing music education programs and create opportunites for learning and growth in the musical arts
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IRS990/PrincipalOfficerNm0Robert Schmidt
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IRS990/ProgSrvcAccomActy2Grp/Desc0All State Music workshops for students to work with national music conductors and educators in learning challenging music for public performance. Includes intercollegiate band performances.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
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IRS990/ProgSrvcAccomActy3Grp/Desc0Convention music educators conference, workshops, displays, teaching ideas, technology and development for teachers Approximately 600 people attend the convention each year.
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IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0State Music Festival. Provides opportunities for High School music groups to compete with each other and themselves. Awards are given for best performance groups.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1All other service programs, including Journal, State Marching Band Clinic, etc.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt081448
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt113528
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0229868

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