Civic Intelligence

University Faculty Association Local 119 of the Mfpe

990 • Fiscal year 2022 • EIN 81-6013891

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 17, 2023

Organization Profilewww.montanafaculty.org

View Organization Page

2 University Hall University of MTMissoula, MT 59812

(406) 243-6592

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

27th percentile

0.00x

Higher debt load relative to revenue than 27% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Net Margin

76th percentile

16%

Higher net margin than 76% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

48th percentile

$6,754

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Source year 2022

Asset Growth

24th percentile

-9.1%

Faster asset growth than 24% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

8th percentile

-23%

Faster revenue growth than 8% of similar nonprofits.

2022 filings • 501(c)6 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$734,803

Down $73,422 (-9.1%) from 2021

Net Assets

Down

$733,908

Down $72,527 (-9.0%) from 2021

Liabilities

Down

$895

Down $895 (-50%) from 2021

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin76th percentile

Revenue

Down

$310,119

Down $91,616 (-23%) from 2021

Expenses

Up

$260,230

Up $28,378 (+12%) from 2021

Net Income

Down

$49,889

Down $119,994 (-71%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $365,056Liabilities 2011: $10,844Net Assets 2011: $354,2122011Assets 2012: $382,626Liabilities 2012: $15,005Net Assets 2012: $367,6212012Assets 2013: $414,284Liabilities 2013: $27,713Net Assets 2013: $386,5712013Assets 2014: $512,244Liabilities 2014: $63,525Net Assets 2014: $448,7192014Assets 2015: $522,281Liabilities 2015: $42,138Net Assets 2015: $480,1432015Assets 2016: $487,775Liabilities 2016: $15,249Net Assets 2016: $472,5262016Assets 2017: $547,628Liabilities 2017: $2,941Net Assets 2017: $544,6872017Assets 2018: $579,335Liabilities 2018: $24,141Net Assets 2018: $555,1942018Assets 2019: $585,837Liabilities 2019: $21,050Net Assets 2019: $564,7872019Assets 2020: $637,119Liabilities 2020: $20,141Net Assets 2020: $616,9782020Assets 2021: $808,225Liabilities 2021: $1,790Net Assets 2021: $806,4352021Assets 2022: $734,803Liabilities 2022: $895Net Assets 2022: $733,9082022Assets 2023: $807,717Liabilities 2023: $0Net Assets 2023: $807,7172023Assets 2024: $898,790Liabilities 2024: $21,197Net Assets 2024: $877,5932024Assets 2025: $962,572Liabilities 2025: $0Net Assets 2025: $962,5722025

Highlighted filing

2022

Assets$734,803
Liabilities$895
Net Assets$733,908
Open 2022 Filing

Operations Trend

Revenue Growth8th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $462,717Expenses 2011: $149,813Net Income 2011: $312,9042011Expenses 2012: $323,2182012Expenses 2013: $324,7072013Revenue 2014: $373,460Expenses 2014: $333,572Net Income 2014: $39,8882014Revenue 2015: $392,187Expenses 2015: $347,250Net Income 2015: $44,9372015Revenue 2016: $365,780Expenses 2016: $370,611Net Income 2016: -$4,8312016Revenue 2017: $370,666Expenses 2017: $343,419Net Income 2017: $27,2472017Revenue 2018: $368,723Expenses 2018: $386,744Net Income 2018: -$18,0212018Revenue 2019: $316,754Expenses 2019: $326,404Net Income 2019: -$9,6502019Revenue 2020: $381,248Expenses 2020: $341,477Net Income 2020: $39,7712020Revenue 2021: $401,735Expenses 2021: $231,852Net Income 2021: $169,8832021Revenue 2022: $310,119Expenses 2022: $260,230Net Income 2022: $49,8892022Revenue 2023: $291,995Expenses 2023: $241,770Net Income 2023: $50,2252023Revenue 2024: $300,128Expenses 2024: $274,488Net Income 2024: $25,6402024Revenue 2025: $343,089Expenses 2025: $284,934Net Income 2025: $58,1552025

Highlighted filing

2022

Revenue$310,119
Expenses$260,230
Net Income$49,889
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 17, 2023
Return Version
2021v4.2
Gross Receipts
$406,987
Mission and Program Overview

Mission

The University Faculty Association, Local 119 of the MFPE is the faculty union for faculty at The University of Montana. It bargains for and maintains the contract for faculty. It helps the faculty with any grievances with the University Administration.

The University Faculty Association, Local 119 of the MFPE is the faculty union for faculty at The University of Montana. It bargains for and maintains the contract for faculty. It helps the faculty with any grievenaces with the University Administration.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$655,964$563,225▼ $92,739
Cash and Non-Interest-Bearing Accounts$123,440$135,835▲ $12,395
Accounts Receivable$25,434$33,161▲ $7,727
Land, Buildings, and Equipment, Net$2,971$2,582▼ $389
Prepaid Expenses and Deferred Charges$416$0▼ $416
Total Assets$808,225$734,803▼ $73,422
Liabilities
Accounts Payable and Accrued Expenses$1,790$895▼ $895
Total Liabilities$1,790$895▼ $895
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$806,435$733,908▼ $72,527
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$806,435$733,908▼ $72,527
Total Liabilities and Net Assets / Fund Balance$808,225$734,803▼ $73,422

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,582$9,609$12,191
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amanda DawseyPresidentPT-$6,754$6,754
Tobin Miller ShearerTreasurerPT$5,666-$5,666
Allen Szala-PetreeVice PresidentPT-$3,378$3,378
Ashley TrautmanSecretaryPT-$3,378$3,378
Daisy RooksStudent Resolution OfficerPT-$3,378$3,378
Sherrill BrownGrievance OfficerPT-$3,378$3,378

Board Members and Trustees

NameTitle
David ShermanMember
Jody PavilackMember
Paul HaberMember
Rosalyn LaPierMember
Amy GlaspeyProgram & Advocacy
Mark KayllTrades and Labor
Revenue and Support

Revenue Composition

Contributions and Grants
$4,710
Program Service Revenue
$275,728
Investment Income
$29,681
Other Revenue
$0
Change in Net Assets
$49,889
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$260,230
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
Other Expenses$14,187$0$0$14,187
All Other Expenses$1,069--$1,069
Office Expenses-$816-$816
Insurance-$416-$416
Depreciation Depletion-$389-$389
Total Functional Expenses$223,227$37,003$0$260,230
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
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

“The University Faculty Association is organized with one class of members.”

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

“UFA members elect the members of the board of directors.”

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

“The Form 990 is made available to all board members before filing. The Form 990 is reviewed and signed by the Board President.”

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

“The conflict of interest policy is part of the collective bargaining agreement and is carefully monitored by the board. If any conflicts arise, they come before the full board.”

Form 990, Part VI, Section C, line 18

“UFA's governing documents, policies, Form 990, and financial statements are available upon request.”

Form 990, Part VI, Section C, line 19

“UFA's governing documents, policies, Form 990, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
University Faculty Association
EIN
81-6013891
Phone
4062436592
Address
2 University Hall University of MT, Missoula, MT 59812

Signing Officer

Name
Allen Szalda-Petree
Title
Vice President
Phone
4062436592
Signed
2023-01-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Allen Szalda-Petree
Formed
1978
Legal Domicile
Mt
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Peterson CPA Group PC
Address
PO Box 5667, Missoula, MT 59806
Preparer
Dan Peterson
Phone
4069261800
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“The University Faculty Association is exempt from income taxes under provisions of Section 501(c)(6) of the Internal Revenue Code.”

Raw XML Appendix391 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/PYContributionsGrantsAmt08939
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0102898
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IRS990/PYOtherRevenueAmt00
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IRS990/PYSalariesCompEmpBnftPaidAmt01486
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IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/ReconcilationRevenueExpnssAmt049889
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt02582
IRS990ScheduleD/EquipmentGrp/DepreciationAmt09609
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt012191
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The University Faculty Association is exempt from income taxes under provisions of Section 501(c)(6) of the Internal Revenue Code.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02582
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The University Faculty Association is organized with one class of members.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UFA members elect the members of the board of directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Form 990 is made available to all board members before filing. The Form 990 is reviewed and signed by the Board President.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The conflict of interest policy is part of the collective bargaining agreement and is carefully monitored by the board. If any conflicts arise, they come before the full board.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UFA's governing documents, policies, Form 990, and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UFA's governing documents, policies, Form 990, and financial statements are available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Section C, line 19
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IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0808225
IRS990/TotalAssetsEOYAmt0734803
IRS990/TotalAssetsGrp/BOYAmt0808225
IRS990/TotalAssetsGrp/EOYAmt0734803
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt04710
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt037003
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0223227
IRS990/TotalFunctionalExpensesGrp/TotalAmt0260230
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01790
IRS990/TotalLiabilitiesEOYAmt0895
IRS990/TotalLiabilitiesGrp/BOYAmt01790
IRS990/TotalLiabilitiesGrp/EOYAmt0895
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0806435
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0733908
IRS990/TotalOtherCompensationAmt020266
IRS990/TotalProgramServiceExpensesAmt0223227
IRS990/TotalProgramServiceRevenueAmt0275728
IRS990/TotalReportableCompFromOrgAmt05666
IRS990/TotalRevenueGrp/ExclusionAmt029681
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0275728
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0310119
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt012
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02 University Hall University of MT
IRS990/USAddress/CityNm0Missoula
IRS990/USAddress/StateAbbreviationCd0MT
IRS990/USAddress/ZIPCd059812
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0www.montanafaculty.org
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Allen Szalda-Petree
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum04062436592
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0University Faculty Association
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Local 119 of the MFPE
ReturnHeader/Filer/BusinessNameControlTxt0UNIV
ReturnHeader/Filer/EIN0816013891
ReturnHeader/Filer/PhoneNum04062436592
ReturnHeader/Filer/USAddress/AddressLine1Txt02 University Hall University of MT
ReturnHeader/Filer/USAddress/CityNm0Missoula
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd059812
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0822385704
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Peterson CPA Group PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 5667
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Missoula
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd059806
ReturnHeader/PreparerPersonGrp/PhoneNum04069261800
ReturnHeader/PreparerPersonGrp/PreparationDt02023-01-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Dan Peterson
ReturnHeader/ReturnTs02023-01-18T11:27:40-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Allen
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Szalda-Petree
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$734,803
Liabilities
$895
Net assets
$733,908
Revenue
$310,119
Expenses
$260,230
Net income
$49,889
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.63$0.00$9.63$3.43$2.85$0.58
2024Detailed filing. Detailed filing data is available for this year.$8.99$0.21$8.78$3.00$2.74$0.26
2023Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$2.92$2.42$0.50
2022Detailed filing. Detailed filing data is available for this year.$7.35$0.01$7.34$3.10$2.60$0.50
2021Detailed filing. Detailed filing data is available for this year.$8.08$0.02$8.06$4.02$2.32$1.70
2020Detailed filing. Detailed filing data is available for this year.$6.37$0.20$6.17$3.81$3.41$0.40
2019Detailed filing. Detailed filing data is available for this year.$5.86$0.21$5.65$3.17$3.26$0.10
2018Detailed filing. Detailed filing data is available for this year.$5.79$0.24$5.55$3.69$3.87$0.18
2017Detailed filing. Detailed filing data is available for this year.$5.48$0.03$5.45$3.71$3.43$0.27
2016Summary only. Only limited summary data is available for this year.$4.88$0.15$4.73$3.66$3.71$0.05
2015Summary only. Only limited summary data is available for this year.$5.22$0.42$4.80$3.92$3.47$0.45
2014Summary only. Only limited summary data is available for this year.$5.12$0.64$4.49$3.73$3.34$0.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$0.28$3.87$3.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.83$0.15$3.68$3.23
2011Summary only. Only limited summary data is available for this year.$3.65$0.11$3.54$4.63$1.50$3.13