Liabilities / Assets
85th percentile
Higher debt load relative to assets than 85% of similar nonprofits.
990EZ • Fiscal year 2019 • EIN 80-0632851
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
85th percentile
Higher debt load relative to assets than 85% of similar nonprofits.
Liabilities / Revenue
87th percentile
Higher debt load relative to revenue than 87% of similar nonprofits.
Net Margin
83rd percentile
Higher net margin than 83% of similar nonprofits.
Top Officer Pay
86th percentile
Higher top officer pay than 86% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
83rd percentile
Faster asset growth than 83% of similar nonprofits.
Revenue Growth
15th percentile
Faster revenue growth than 15% of similar nonprofits.
Assets
Up$84,878
Up $16,799 (+25%) from 2018
Net Assets
Up$61,499
Up $18,116 (+42%) from 2018
Liabilities
Down$23,379
Down $1,317 (-5.3%) from 2018
Revenue
Down$72,342
Down $28,942 (-29%) from 2018
Expenses
Down$54,663
Down $70,254 (-56%) from 2018
Net Income
Up$17,679
Up $41,312 (+175%) from 2018
The Utility District Employees' Association (UDEA) promotes a spirit of friendship and unity among the employees of the District.
| Description | Grants | Expenses |
|---|---|---|
| 2019 UDEA Annual ReportThe Utility District Employees Association (UDEA) promotes a spirit of friendship and unity among the employees of the District through: the sponsorship of social recreational activities; the sympathy and good wishes to members who suffer misfortune; the acknowledgement of members who retire; and the promotion of recreational activities of interest in the community by providing special rates and discounts that may be available through UDEA membership.UDEA negotiates group rates for various activities and then uses revenues from membership dues to further reduce the cost of these activities. UDEA offers these discounts available to members, former lifetime members (retired UDEA members who were a part of UDEA for over 5 years while actively employee with the District) and their families. All functions run by UDEA are performed by UDEA members who volunteer their services.UDEA Membership dues, which comprises of most of UDEAs revenue are used to subsidize activities. The primary activities are summarized below: Employee Bi-Annual Picnic This is UDEAs most resource intensive activity and was the primary source of revenues in 2019. It is held biannually for employees, retirees and families, usually during the month of August, providing an opportunity for fellow employees to spend more time together in a fun, social non-work setting. In 2019, UDEA set aside 20,000 in reserves in order to have $40K available for the 2020 Tailgate Party at the Oakland Coliseum prior to an Oakland As baseball game. As a part of this Biennial event UDEA will hold various activities prior to the baseball game which included a BBQ style lunch with refreshments and dessert and included baseball tickets for each participant to see the Oakland As baseball game that day. In 2020, the Organization had anticipated a larger contribution from EBMUD. However, due to the COVID-19 outbreak in mid March 2020, this anticipated event will be set aside until further notice with an expectation that the event will be held in August 2021.Children's Holiday Party In 2019, the Childrens Holiday Party was also a major component of UDEAs expenditures. For employees with children / grandchildren between the ages of 1 to 12, the UDEA Childrens Holiday Party was held in December which small gifts provided for each child. This was the second major highlight of UDEAs activities in 2019 and was an important event that helped promote a family and fellowship among employees. The volunteer committee selected toys, gift wrapped them, set up the event, invited families, decorated the facility where the event was held, provided entertainment for the children and facilitated all activities. Toys were purchased in bulk at discount rates. Additional toys were sold to members with children / grandchildren at the discounted rate. UDEA does not make a profit on these sales and uses the proceeds for the subsequent years Childrens Holiday party. Sympathy, Get Well and CongratulationsWhen a member has a hardship, such as an extended illness or a death in the family, UDEA sends a sympathy card to the family on behalf of fellow UDEA members. This is done by a volunteer coordinator.Events throughout the year These activities happen throughout the year where UDEA volunteers obtain discounts for members for ticketed events. They are family oriented activities to help strengthen family ties. The UDEA does not make any profit on these sales. They include Discovery Kingdom, Great America, Legoland, Universal Studios, Water World, Monterey Bay Aquarium, Winchester Mystery House and Movie TicketsCorporate DiscountsThe UDEA arranges discount tickets without a subsidy for some activities of general interest. Members are provided web sites or phone numbers and then deal directly with the providers. These include UC Basketball, Participating Ski Resorts, Disneyland, California Academy of Sciences and discounts on Cell phone, Automobile purchases and Dell Computers.Special EventsThe UDEA arranges for special discounts and a block of seats for entertainment and sporting events during the year. Handled by a volunteer coordinator these special discounted tickets are sold to members and their families. Events in 2019 included professional sports games; horse races; theatre productions; circuses; Monster Jam, fishing expeditions; Garlic Festival field trip, and discounted visits to the Academy of Sciences. Sponsored Athletic Events UDEA sponsored (8) golf tournaments, a softball league, a fishing trip, float trip and a weight loss group aimed at assisting members wanting to improve their health. In 2019, UDEA also held a coastal clean-up event in September 2019 to promote a group activity to improve the environment. UDEAs contribution to this event included t-shirts issued to UDEA members who volunteered as a part of this activity. | $53,585 | - |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Dorothy Collier | President | - | $0 | - | - |
| Anthony Ukena | Treasurer | - | $0 | - | - |
| Danielle Brooke | Secretary | - | $0 | - | - |
| Janetta Johnson | Vice President | - | $0 | - | - |
“Miscellaneous Revenue $60”
“Sporting Event Ticket Expenses $13215”
“UDEA Holiday Parties $11612”
“Theater Show Expenses $9878”
“Amusement Park Accounts $7582”
“UDEA Member Benefits - Direct $3598”
“Athletic Activities Expenses $2818”
“UDEA Member Benefits - Picnic $2176”
“Special Activities Expenses $1590”
“Candy Sales Expenses $958”
“Administration $560”
“Movie Tickets Expenses $158”
“Prepaid Expenses and Deferred Charges - Beginning $37401 Prepaid Expenses and Deferred Charges - Ending $15974”
“Accounts Payable and Accrued Expenses - Beginning $24696 Accounts Payable and Accrued Expenses - Ending $23379”
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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|---|---|---|
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| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | Anthony Ukena |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5102871117 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO Box 24055 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Oakland |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 94623 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 30678 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 68904 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
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| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 17679 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 518 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 68079 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 84878 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 72342 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 4 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MembershipDuesAmt | 0 | 72278 |
| IRS990EZ/MethodOfAccountingOtherDesc | 0 | Modified Cash |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 43383 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 61499 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 43383 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 61499 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 0.50 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Dorothy Collier |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Anthony Ukena |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Danielle Brooke |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Janetta Johnson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Vice President |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 37401 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 15974 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 437 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 54145 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 60 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | The Utility District Employees' Association (UDEA) promotes a spirit of friendship and unity among the employees of the District. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 2019 UDEA Annual ReportThe Utility District Employees Association (UDEA) promotes a spirit of friendship and unity among the employees of the District through: the sponsorship of social recreational activities; the sympathy and good wishes to members who suffer misfortune; the acknowledgement of members who retire; and the promotion of recreational activities of interest in the community by providing special rates and discounts that may be available through UDEA membership.UDEA negotiates group rates for various activities and then uses revenues from membership dues to further reduce the cost of these activities. UDEA offers these discounts available to members, former lifetime members (retired UDEA members who were a part of UDEA for over 5 years while actively employee with the District) and their families. All functions run by UDEA are performed by UDEA members who volunteer their services.UDEA Membership dues, which comprises of most of UDEAs revenue are used to subsidize activities. The primary activities are summarized below: Employee Bi-Annual Picnic This is UDEAs most resource intensive activity and was the primary source of revenues in 2019. It is held biannually for employees, retirees and families, usually during the month of August, providing an opportunity for fellow employees to spend more time together in a fun, social non-work setting. In 2019, UDEA set aside 20,000 in reserves in order to have $40K available for the 2020 Tailgate Party at the Oakland Coliseum prior to an Oakland As baseball game. As a part of this Biennial event UDEA will hold various activities prior to the baseball game which included a BBQ style lunch with refreshments and dessert and included baseball tickets for each participant to see the Oakland As baseball game that day. In 2020, the Organization had anticipated a larger contribution from EBMUD. However, due to the COVID-19 outbreak in mid March 2020, this anticipated event will be set aside until further notice with an expectation that the event will be held in August 2021.Children's Holiday Party In 2019, the Childrens Holiday Party was also a major component of UDEAs expenditures. For employees with children / grandchildren between the ages of 1 to 12, the UDEA Childrens Holiday Party was held in December which small gifts provided for each child. This was the second major highlight of UDEAs activities in 2019 and was an important event that helped promote a family and fellowship among employees. The volunteer committee selected toys, gift wrapped them, set up the event, invited families, decorated the facility where the event was held, provided entertainment for the children and facilitated all activities. Toys were purchased in bulk at discount rates. Additional toys were sold to members with children / grandchildren at the discounted rate. UDEA does not make a profit on these sales and uses the proceeds for the subsequent years Childrens Holiday party. Sympathy, Get Well and CongratulationsWhen a member has a hardship, such as an extended illness or a death in the family, UDEA sends a sympathy card to the family on behalf of fellow UDEA members. This is done by a volunteer coordinator.Events throughout the year These activities happen throughout the year where UDEA volunteers obtain discounts for members for ticketed events. They are family oriented activities to help strengthen family ties. The UDEA does not make any profit on these sales. They include Discovery Kingdom, Great America, Legoland, Universal Studios, Water World, Monterey Bay Aquarium, Winchester Mystery House and Movie TicketsCorporate DiscountsThe UDEA arranges discount tickets without a subsidy for some activities of general interest. Members are provided web sites or phone numbers and then deal directly with the providers. These include UC Basketball, Participating Ski Resorts, Disneyland, California Academy of Sciences and discounts on Cell phone, Automobile purchases and Dell Computers.Special EventsThe UDEA |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 53585 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 24696 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 23379 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 54663 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 53585 |
| IRS990EZ/TotalRevenueAmt | 0 | 72342 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Miscellaneous Revenue $60 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Sporting Event Ticket Expenses $13215 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | UDEA Holiday Parties $11612 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Theater Show Expenses $9878 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Amusement Park Accounts $7582 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | UDEA Member Benefits - Direct $3598 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Athletic Activities Expenses $2818 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | UDEA Member Benefits - Picnic $2176 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Special Activities Expenses $1590 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Candy Sales Expenses $958 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Administration $560 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 11 | Movie Tickets Expenses $158 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 12 | Prepaid Expenses and Deferred Charges - Beginning $37401 Prepaid Expenses and Deferred Charges - Ending $15974 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 13 | Accounts Payable and Accrued Expenses - Beginning $24696 Accounts Payable and Accrued Expenses - Ending $23379 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Other Revenue.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.7 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Other Expenses.10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 11 | Other Expenses.11 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 12 | Other Assets.1011 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 13 | Total Liabilities.1001 |
| ReturnHeader/BuildTS | 0 | 2021-01-29 14:40:06Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | false |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Dorothy Collier |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2020-11-16 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | The Utility District Employees |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | Association |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | UTIL |
| ReturnHeader/Filer/EIN | 0 | 800632851 |
| ReturnHeader/Filer/PhoneNum | 0 | 5102871117 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 24055 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Oakland |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 94623 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 371420474 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Fontanello Duffield & Otake LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 44 Montgomery Street Suite 1305 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | San Francisco |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 94104 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4159830200 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Michael Fontanello |
| ReturnHeader/ReturnTs | 0 | 2020-11-16T17:48:24-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2019-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2019-12-31 |
| ReturnHeader/TaxYr | 0 | 2019 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.